Rotary's Donor Advised Fund is like having your own foundation, only better!
 
Rotary makes it easy to support your favorite charities through a single tax-efficient account.  You can set aside funds for later charitable use, maximize you deductions in years that are most helpful and avoid unnecessary capital gains taxes on gifts of appreciated stock.  When a project comes along that you want to support, simply recommended a grant.  Rotary manages the investments and takes care of all of the details.
 
Your club, district, or other Rotary-affiliated group can open a Donor Advised Fund account.  With an initial contribution of $10,000 and no start-up costs, a Donor Advised Fund account is a convenient and inexpensive alterative to starting a club foundation.  Let Rotary take care of the accounting, reporting and other administrative tasks so that you can focus on what Rotarians do best: changing lives and making a difference. 
 
Name two to four account advisors who will make grant and investment recommendations on behalf of the group.  Since group accounts are intended to last indefinitely, you may add or remove account advisors as needed.  Read more about Rotary Donor Advised Funds and check out other planned giving resources on Rotary's website at www.rotary.org/plannedgiving.