The Rotary Foundation - Permanent Fund


Rotary International has the objective of the Permanent Fund reaching one billion dollars US by year 2020.As of 2001, contributions to the Permanent Fund were $80.9 US million dollars.

The purpose of the Permanent Fund is to ensure the long-term viability of The Rotary Foundation and its programs. The contributions made to the Permanent Fund are invested in perpetuity.

The earnings from the Permanent Fund are used to supplement the Annual Fund or underwrite new humanitarian, cultural and educational programs. Rotarians (or others) who make donations or commitments to donate $1000.US or more, are presented a certificate designating them a Benefactor.

Examples of the types of gifts that are received by the Permanent Fund are:

  • A minimum of $1000 US designated on the blue and white “Benefactor Card” and assigned to the Rotary Foundation by a Codicil in a Will, a Life Insurance policy beneficiary or a cash donation

  • Becoming a member of the Bequest Society by providing for a donation of $10,000 US or more in a Will, Life Insurance policy, Living Trust or a Charitable Remainder Unitrust.

  • Outright gifts of property, cash or investments to the Foundation can be administered to meet the requirements of the Donor, such as Life Income Gifts or Life Estates.

  • There are several endowed opportunities within the Permanent Fund:

    1. $25,000 (minimum) will establish a named fund within the Permanent Fund from which earnings can be directed to either the District Designated Fund or World Fund

    2. $50,000 (minimum) may be designated to support an approved Foundation program (e.g., Joe and Jane Rotarian Matching Grant Funds)

    3. $150,000 (minimum) will fund establishment of a named fund to support a project within an approved Foundation Program (e.g., The Joe and Jane Rotarian Endowed Ambassadorial Scholarship)

    4. $500,000 (minimum) can endow one of the first Rotary World Peace Scholarships at one of the new Rotary Centers for International Studies

    5. $1,000,000 (minimum) may fund a new Foundation program and /or activity within Trustee guidelines

    • Recognition for Benefactors is a Certificate and an insignia that attaches to the Rotary Pin

      • Contributors of $10,000 US or more receive a free standing Crystal Plaque and simulated diamond Circle Pins for the donor and spouse corresponding to the level of giving

    • Major Donors whose cumulative contributions exceed $250,000 US may have their photograph permanently displayed in the Rotary Hall of Honor at Rotary International World Headquarters

      • Major donors whose financial contributions reach levels two through six will be permanently listed in the Hall of Honor.

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    All Rotarians are encouraged to submit the names of Rotarians and Non-Rotarians who are interested in speaking at Rotary meetings. This Speaker's Corner will be an excellent resource which clubs can use to find speakers and add speakers for others to enjoy. Click on the link at the left side of this front page. ..more info...

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