The purpose of the Endowment Fund is to ensure the long-term viability of The Rotary Foundation (TRF) and its programs. Contributions made to the Endowment Fund are invested in perpetuity with no erosion of the contribution itself.  Many might view the Endowment Fund as the Foundation's “savings account” whose interest supports the Annual Fund, the “checking account” for the Foundation.   

 
 

Unlike the Annual Fund whose money is distributed after three years after contribution, the Endowment Fund's principal is never spent and is structured to maintain value against inflation. Contributions are invested in perpetuity. 

A percentage of the total value of the fund is directed annually to Foundation funds, grants and programs such as the World Fund and the Peace Fellows Program. 

Types of contributions to the Endowment Fund: 

   • Outright gifts of cash, investments, or other property 

   • Life income gifts (e.g., charitable remainder trusts or gift annuities, pooled-income funds) 

   • Testamentary gifts through wills or estate plans 

   • Beneficiary of life insurance, retirement plan accounts, or other financial accounts

Club Member Jack Zalaha is our Planned Giving Officer, and can address questions about the Endowment Fund.