The Rotary Foundation’s donor advised fund is the planned giving vehicle of choice for financially savvy Rotarians. Established with a minimum investment of US$20,000, accounts allow U.S. donors to better manage their charitable giving. Imagine one account for efficient investment, tax-deductible contributions, and generous granting to any U.S.-based, IRS-approved charity at the donor’s recommendation.

In the past, this type of giving was reserved for the ultra-rich. The Rotary Foundation allows donors to give from a foundation-like account without the hassle or expense of establishing a foundation. If you find yourself writing numerous checks to charities per year, let the Foundation take over! Make one tax-deductible donation to a donor advised fund account, pay no capital gains tax, and decide the charitable recipients later.

One-on-one customer service, a competitive fee structure, and Rotary values make the Donor Advised Fund stand apart from other programs.

Discover if a donor advised fund would work for you.