Permanent Fund - Major & Planned Gifts Programs

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Securing Tomorrow. Those two words so simply explain the mission of the Permanent Fund of The Rotary Foundation.

The strategy behind the Permanent Fund is certainly long range in both philosophy and application. Wishing to build an endowment that will properly balance the income and outgo of the Annual Programs Fund the Trustees of the Rotary Foundation established this initiative in 1996 seeking to build a major investment that will exist in perpetuity and, by doing so, assure that the work of The Rotary Foundation will live on well beyond anyone walking the face of the earth today.

Typically a Rotarian, or any individual, will make arrangements in their estate plan for a gift to be made to the Foundation after that person’s passing. The gift can be cash, securities, real estate or other type of tangible assets. Detailed information regarding all of these options and more are readily available on the Rotary International website. Scroll down the left-side column and review the various options.
Recognition comes in two ways, as a Benefactor or as a member of the Bequest Society of The Rotary Foundation. You can become a Benefactor as easily as executing a fully revocable agreement to provide for a gift of at least $1,000 in your estate to The Rotary Foundation. Establishment of a gift that will enable membership in the Bequest Society is detailed here.

District 6990 is proud to have hundreds of Benefactors and more than fifty Bequest Society Members as of the end of Rotary year 2010-2011. To join either group contact Elihu Phares, Major and Planned Gifts Chairperson.  

 

Bequest Society Members                   4 Jun 2011		Rotary Club
Elan and Mayaa Avney		Lucaya
Joseph E. Altschul		Weston
Alan James and Judith Bassett		Fort Lauderdale
Colleen D. Brooks		North Dade
Gregg and Leslie Cook		Weston
Ligia I. Corredor		Miramir-Pines
W. Theodore and Lucia Eldridge		Miami
Owen S. Freed		Miami
Jose R. and Marie R. Garcia		Doral
Darryl L. Hinkle		Pompano Beach
Gerlinde and Russell H. Hopkins		Davie-Cooper City
Bruce M. and Patricia W. Keir		Weston
Michael W. and Maria C. Kesti		Perrine-Cutler Ridge
Kenneth M. Lancaster		Key Biscayne
Rejean and Claudette Lapierre		Fort Lauderdale South
Paul Marineau		Coral Springs-Parkland
Jack Martin		Key West
Deborah A. Maymon		Weston
Douglas R. Maymon		Weston
Jerold and Sylvia+ Mills		Coral Springs
David B. Mitchell		Coral Gables
Robert Shane Moore		Fort Lauderdale North
James & Candece Norton		Weston
Garth Rockwood Parker, Sr.		Miami
Antonio Pinheiro		Miami Brickell
Marc H. Pomerantz		Hallandale-Aventura
Clara Waterman Powell		Miami Dadeland-Pinecrest
Jack Prenner		Pompano Beach
William F. Quesenberry III		Coral Gables
Gaston and Rebecca Reboredo		Weston
Kenneth and Sharon Ruiz		Weston
Susan G. and Robert J. Shelley III		Miami
Linda C. Singer		Miami
Miami Lakes		Miami Lakes
Garth Thompson		Miami Beach
Richard and Margarita Tonkinson		Coral Gables
Marcelyn S. Ullom		Miami
Yolanda Woodbridge		Coral Gables
Charles R. Yeh		Weston
Sue Iverson Yeh		Weston