Permanent Fund

Established in 1982 to ensure a strong future for our Foundaton, The Permanent Fund provides a steady stream of income to meet the demand for Foundation programs and to expand its ability to meet urgent human needs around the world.

This endowed fund is invested in perpetuity. Only the earnings from these investments are used to build long term stability by supplementing The Annual Programs Fund thereby always guaranteeing a minimum level of program activity and the possibility of new programs.

A portion of the fund is allocated to benefit Foundation programs each year, such as: PolioPlus, Ambassadorial Scholarships, Rotary Centers for International Studies, Group Study Exchange, and Matching Grants.

How do we build The Permanent Fund? Like The Annual Programs, contributions to The Permanent Fund can be made as outright gifts; cash, appreciated publicly traded securities, real estate, personal property, and wholly owned life insurance. Unlike The Annual Programs Fund, contributions can be made as planned gifts; revocable or irrevocable bequests (specific, residual or contingent), life insurance, IRA's, and life income agreements.

Anyone who informs the Rotary Foundation in writing that a contribution of $1,000 or more is being made to The Permanent Fund becomes a 'Benefactor." Anyone who makes a commitment of at least $10,000 through a will or codicil becomes a member of the "Bequest Society." A "Major Donor" is someone who contributes $10,000 or more either outright or through a life income agreement.

The Permanent Fund allows Rotarians and others to leave a personal legacy with Rotary and The Rotary Foundation. Please contact PDG Adrienne J. Bzura to learn how to establish a "Named Fund" within The Permanent Fund or with any questions regarding contributions to our Foundation.

Adrienne J. Bzura, Esq.
Sales Associate
GVA Williams New Jersey
Real Estate Services Worldwide
119 Cherry Hill Road
Parsippany, NJ 07054
Direct Dial: 973-299-3031
Fax Number: 973-299-3001