Endowment Fund
The first Rotary Club on the Peninsula and the first service club in town, the Rotary Club of Palo Alto was founded in 1922. Its Endowment Fund was established to provide a strong source of funding to help meet current and future community needs in the Palo Alto area.
In the spirit of “Service Above Self” the Club Endowment Board solicits individual gifts and bequests. When you make a gift or bequest to the Palo Alto Rotary Endowment Fund, you can be assured your contribution will be carefully managed with oversight from the Endowment Fund board of directors. The Fund disperses at least 5 percent of its principal each year, ensuring that your gift will keep on giving.
Why Give? The Many Benefits of Giving
- Reduction in income tax, for current gifts
- Avoidance of long term capital gains for appreciated securities
- Increase in annual income and effective rate of return, for certain trusts
- Ensure that future members of Palo Alto Rotary will have the resources they need to design and implement sustainable projects year after year
Options for Current Giving
- Outright Gift of Cash
- Outright Gift of Appreciated Securities
- Outright Gift of Personal Property
Options for creating A Living Legacy
- Bequest
- Gift of Life Insurance
- Gift of Retirement Assets
- Retained Life Estate
- Charitable Remainder Trust
Create a Living Legacy by including Palo Alto Rotary Endowment Fund in your charitable giving plans. You then can become a member of the Legacy Circle, a group established to recognize and honor donors to the Endowment Fund.
It is recommended you consult your own professional who specializes in gift and estate planning.
How your Gift can Grow and Give
How to Give
- Mail donation to:
Rotary Club of Palo Alto
P.O. Box 592
Palo Alto, CA 94302