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YOUR 
ROTARY 
LEGACY 
The bequest will be funded by 
Will or Living trust 
Charitable remainder trust 
Retirement plan/IRA/401(k) 
Life insurance 
Donor advised fund 
Other 
The amount to The Rotary Foundation will be 
% or US$ 
(The anticipated amount is necessary to determine 
recognition.) 
Note: 
Signature Date 
Signature Date 
Remember to consult independent tax and/or legal 
advisers before making any charitable gift. 
Return this form and any supporting documents you 
wish to share to: 
The Rotary Foundation – Planned Giving 
1560 Sherman Avenue 
Evanston, IL 60201-3698, USA 
You may also scan and send this form to 
plannedgiving@rotary.org; complete it 
online at www.rotary.org/bequest; or fax it to 
+1-847-556-2178. 
If you would like to know more about giving options, 
please consult with your district Rotary Foundation 
chair, or you may email us at planned.giving 
@rotary.org or call +1-847-866-3100. 
We support Rotary because of its effectiveness 
in making the world a better place — Rotarians 
working together to improve the lives of others 
at the local level all around the world. 
It was so simple to include The Rotary 
Foundation’s Endowment Fund when we did 
our estate plans. We are happy that through our 
bequests we will continue to improve the lives of 
others even after we’re no longer on this earth. 
How could we not act now to better the lives of 
others for years to come? 
— PDG Pamela S. Akins 
Barry A. Levinson 
RC of New London, 
Connecticut, USA 
District 7980 
Doing Good in the World 
beyond your lifetime One Rotary Center 
1560 Sherman Avenue 
Evanston, IL 60201-3698 USA 
www.rotary.org 330-EN—(414) 
Yes, I/we have made a commitment to 
The Rotary Foundation in my/our estate plan. 
Name(s) as you would like to appear on recognition 
Please do not send an engraved crystal 
Address 
City, state or province, country, and postal code 
Rotary club 
Optional: 
District Rotary ID # 
Date(s) of birth 
Home, business, and/or mobile phone 
Email 
I/we designate that the spending portion of the 
gift to the Endowment Fund will be applied 
¨ at the Trustees’ discretion (World Fund) 
¨ through SHARE (World Fund and 
District Designated Fund) 
¨ to the Rotary Peace Centers 
¨ to an area of focus: 
Peace and conflict prevention/resolution 
Disease prevention and treatment 
Water and sanitation 
Maternal and child health 
Basic education and literacy 
Economic and community development
Rotary’s 
tomorrow 
depends on 
what we do 
today. 
Promote a better world beyond your 
lifetime by including The Rotary 
Foundation’s Endowment Fund in your 
estate plan. The principal of a gift to the 
Endowment Fund is never spent, so a 
portion of the earnings will always be 
available for Foundation programs. 
We invite you to join those who have already 
committed to improve and enrich the lives 
of people around the globe through a gift to 
the Endowment Fund. 
The Rotary Foundation is known for its 
commitment to effective programs that 
make a real difference in people’s lives. 
A gift from your estate to the Endowment 
Fund can provide ongoing financial support 
for one or more Rotary service areas, as 
if you were continuing to make annual 
contributions in perpetuity. 
How to include the Foundation 
You can include Rotary in your estate plans in many 
ways — most commonly by making a gift in a will or 
adding to a will by a document known as a codicil. 
Alternatively, you might choose to make Rotary the 
beneficiary of a retirement plan or insurance policy. 
In most cases, your gift should be directed to 
“The Rotary Foundation of Rotary International.” 
Canadians may use “The Rotary Foundation 
Canada.” 
Here are a few examples of language for your adviser 
to consider: 
◆ For a general gift of a certain percentage or 
portion of the estate: “I give to The Rotary 
Foundation of Rotary International one-fourth of 
my property.” 
◆ For a gift of a specific asset: “I give 500 shares of 
XYZ stock to The Rotary Foundation of Rotary 
International.” 
◆ For a contingent bequest, which takes effect only 
upon the meeting of certain conditions: “In the 
event my spouse does not survive me, I give to 
The Rotary Foundation of Rotary International 
XYZ amount.” 
◆ For a residual bequest, which directs all or a 
portion of whatever remains after all other 
required amounts are paid: “I give the rest, 
residue, and remainder of my estate to 
The Rotary Foundation of Rotary International.” 
How Rotary programs benefit 
Undesignated gifts provide support through the 
World Fund for Foundation programs with the 
greatest need. Alternatively, your Rotary district 
may help direct a portion of the spending from 
your bequest if you select the SHARE designation. 
You may also support a specific area of focus. The 
response form lists the most common options. 
Naming your fund 
You may be able to personalize your legacy through 
a named fund within the Endowment Fund. The 
separately identified fund could bear your name, 
your family’s name, or the name of a loved one. The 
Foundation will work with you and your advisers to 
prepare a customized testamentary gift agreement 
memorializing your intent. The minimum amount 
to establish a fund is US$25,000. 
Recognizing your generosity 
When you have completed your estate plan, please 
let Rotary know so we may properly thank you. 
Rotary is pleased to confer Benefactor status 
on those who commit any amount in their estate 
plan to the Endowment Fund. Benefactors receive 
personalized certificates and a special insignia to 
wear with their Rotary pins. Those who commit 
to gifts of US$10,000 or more receive membership 
in the Bequest Society, which provides special 
Foundation updates and invitations, and an 
exclusive pin and engraved crystal. 
BEQUEST SOCIETY RECOGNITION 
LEVELS (in U.S. dollars) 
1 – $10,000 4 – $100,000* 6 – $500,000*+ 
2 – $25,000* 5 – $250,000*+ 7 – $1,000,000*+ 
3 – $50,000* 
*Qualifies for a customized named fund 
+ Qualifies for posthumous Arch Klumph Society 
membership 
The details of your commitment remain 
confidential; however, we may share that you are 
one of the growing number of Rotarians and friends 
providing future gifts to the Foundation. You may 
just inspire someone else! 
◆ ◆ ◆ 
What you do today will determine what Rotary 
can do tomorrow. Make a difference and start 
your personal legacy by making a gift to 
The Rotary Foundation in your estate plan.

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  • 1. YOUR ROTARY LEGACY The bequest will be funded by Will or Living trust Charitable remainder trust Retirement plan/IRA/401(k) Life insurance Donor advised fund Other The amount to The Rotary Foundation will be % or US$ (The anticipated amount is necessary to determine recognition.) Note: Signature Date Signature Date Remember to consult independent tax and/or legal advisers before making any charitable gift. Return this form and any supporting documents you wish to share to: The Rotary Foundation – Planned Giving 1560 Sherman Avenue Evanston, IL 60201-3698, USA You may also scan and send this form to plannedgiving@rotary.org; complete it online at www.rotary.org/bequest; or fax it to +1-847-556-2178. If you would like to know more about giving options, please consult with your district Rotary Foundation chair, or you may email us at planned.giving @rotary.org or call +1-847-866-3100. We support Rotary because of its effectiveness in making the world a better place — Rotarians working together to improve the lives of others at the local level all around the world. It was so simple to include The Rotary Foundation’s Endowment Fund when we did our estate plans. We are happy that through our bequests we will continue to improve the lives of others even after we’re no longer on this earth. How could we not act now to better the lives of others for years to come? — PDG Pamela S. Akins Barry A. Levinson RC of New London, Connecticut, USA District 7980 Doing Good in the World beyond your lifetime One Rotary Center 1560 Sherman Avenue Evanston, IL 60201-3698 USA www.rotary.org 330-EN—(414) Yes, I/we have made a commitment to The Rotary Foundation in my/our estate plan. Name(s) as you would like to appear on recognition Please do not send an engraved crystal Address City, state or province, country, and postal code Rotary club Optional: District Rotary ID # Date(s) of birth Home, business, and/or mobile phone Email I/we designate that the spending portion of the gift to the Endowment Fund will be applied ¨ at the Trustees’ discretion (World Fund) ¨ through SHARE (World Fund and District Designated Fund) ¨ to the Rotary Peace Centers ¨ to an area of focus: Peace and conflict prevention/resolution Disease prevention and treatment Water and sanitation Maternal and child health Basic education and literacy Economic and community development
  • 2. Rotary’s tomorrow depends on what we do today. Promote a better world beyond your lifetime by including The Rotary Foundation’s Endowment Fund in your estate plan. The principal of a gift to the Endowment Fund is never spent, so a portion of the earnings will always be available for Foundation programs. We invite you to join those who have already committed to improve and enrich the lives of people around the globe through a gift to the Endowment Fund. The Rotary Foundation is known for its commitment to effective programs that make a real difference in people’s lives. A gift from your estate to the Endowment Fund can provide ongoing financial support for one or more Rotary service areas, as if you were continuing to make annual contributions in perpetuity. How to include the Foundation You can include Rotary in your estate plans in many ways — most commonly by making a gift in a will or adding to a will by a document known as a codicil. Alternatively, you might choose to make Rotary the beneficiary of a retirement plan or insurance policy. In most cases, your gift should be directed to “The Rotary Foundation of Rotary International.” Canadians may use “The Rotary Foundation Canada.” Here are a few examples of language for your adviser to consider: ◆ For a general gift of a certain percentage or portion of the estate: “I give to The Rotary Foundation of Rotary International one-fourth of my property.” ◆ For a gift of a specific asset: “I give 500 shares of XYZ stock to The Rotary Foundation of Rotary International.” ◆ For a contingent bequest, which takes effect only upon the meeting of certain conditions: “In the event my spouse does not survive me, I give to The Rotary Foundation of Rotary International XYZ amount.” ◆ For a residual bequest, which directs all or a portion of whatever remains after all other required amounts are paid: “I give the rest, residue, and remainder of my estate to The Rotary Foundation of Rotary International.” How Rotary programs benefit Undesignated gifts provide support through the World Fund for Foundation programs with the greatest need. Alternatively, your Rotary district may help direct a portion of the spending from your bequest if you select the SHARE designation. You may also support a specific area of focus. The response form lists the most common options. Naming your fund You may be able to personalize your legacy through a named fund within the Endowment Fund. The separately identified fund could bear your name, your family’s name, or the name of a loved one. The Foundation will work with you and your advisers to prepare a customized testamentary gift agreement memorializing your intent. The minimum amount to establish a fund is US$25,000. Recognizing your generosity When you have completed your estate plan, please let Rotary know so we may properly thank you. Rotary is pleased to confer Benefactor status on those who commit any amount in their estate plan to the Endowment Fund. Benefactors receive personalized certificates and a special insignia to wear with their Rotary pins. Those who commit to gifts of US$10,000 or more receive membership in the Bequest Society, which provides special Foundation updates and invitations, and an exclusive pin and engraved crystal. BEQUEST SOCIETY RECOGNITION LEVELS (in U.S. dollars) 1 – $10,000 4 – $100,000* 6 – $500,000*+ 2 – $25,000* 5 – $250,000*+ 7 – $1,000,000*+ 3 – $50,000* *Qualifies for a customized named fund + Qualifies for posthumous Arch Klumph Society membership The details of your commitment remain confidential; however, we may share that you are one of the growing number of Rotarians and friends providing future gifts to the Foundation. You may just inspire someone else! ◆ ◆ ◆ What you do today will determine what Rotary can do tomorrow. Make a difference and start your personal legacy by making a gift to The Rotary Foundation in your estate plan.