Legacy Planning Information
You can be an important part of the next century of serving city youth and people with disabilities by including a gift to Rochester Rotary Charitable Trusts, Inc. in your estate plan. Your legacy gift will enable more children to discover their unique abilities and give them incredible memories that will last a lifetime.
Your gift will be carefully stewarded to provide funding for the programs you know and love year after year.
Bequest (gift from a will or trust)
Including us in your will or estate plan is one of the most meaningful ways to solidify your legacy. Gifts through a will are flexible, they can be changed as an individuals’ circumstances change in life. A bequest can be set for a specific dollar amount or for a percentage of a donor’s estate.
Contact your attorney to make an amendment to your will.
Endow a Sunshine Camper
Each summer 220 campers are welcomed to the Sunshine Camp program free of charge to their families. For a gift of $15,000, or more, you can endow a Sunshine camper. Camper families will be made aware of the individual/family/company that has supported their camp experiences unless requested otherwise by donor.
Your gift can be immediate or in a bequest. Contact Heather Rossi, Development Director, at 585.546.7435 x203 or heather@rochesterrotary.org to discuss an endowment.
Other ways to leave a little sunshine in your estate planning
CHARITABLE GIFT ANNUITIES
A charitable gift annuity can provide you with fixed income payments for life and a possible partial tax deduction. After death, the remainder value is a charitable gift to the Rochester Rotary.
LIFE INSURANCE POLICIES
You can designate Rochester Rotary as the beneficiary for an amount or percentage of your life insurance policy death benefit.
RETIREMENT PLANS AND IRAS
Retirement funds paid to your children at your passing can get hit with heavy income and estate taxes but are tax-free to a charity. If you are considering a gift to the Rochester Rotary after your passing, it is usually better to leave taxable assets (retirement plans and IRAs) to a charity and give nontaxable assets (such as stocks and real estate) to your loved ones.
Legacy Planning Information