Second Century Society

 
The St. Paul Rotary Foundation created the Second Century Society to celebrate the club's Centennial Year and to honor those who make an estate gift. These important gifts fund St. Paul Rotary's next 100 years of service.
 
When most people think about charitable giving, they think about how much money they have available in their checking accounts and how much they can give while still meeting their ongoing needs. Really great things can come from looking beyond those options to the future. You may be surprised to learn how easy it can be to make a planned gift.
 
Estate gifts are not just for the wealthy. You can make a lasting impact on this community, provide for your heirs and even create current income for your retirement by including St. Paul Rotary Foundation in your long-term philanthropic plans.
 
Start Building Your St. Paul Rotary Legacy Today!
Contact Michael-jon Pease at michaeljonpease@gmail.com to schedule a meeting
or just email him your Second Century Society enrollment form
Enrollment Form
Second Century Society Donors
Request Information

BEQUESTS

Including the St. Paul Rotary Foundation in your will is an easy way to make a generous gift that assures future impact. You may wish to leave a fixed dollar amount or you might want to give a percentage of your estate in your will or trust. 

Sample language for Wills & Trusts:

I give and devise to the St. Paul Rotary Foundation, a not-for-profit corporation of the State of Minnesota, _____ percent of my estate (or the residue or the sum of money $______; or the properties, securities, etc. described herein) to be used for its unrestricted purposes, or for its endowment.

CHARITABLE IRA’S AND OTHER RETIREMENT PLAN ASSETS

Gifts from a retirement account such as a IRA/Roth IRA or other qualified retirement plan assets, such as 401(k), 403 (b), or Keogh plan. To leave your retirement assets to St. Paul Rotary Foundation, you will need to complete a beneficiary designation form provided by your retirement plan custodian. If you designate St. Paul Rotary Foundation as beneficiary, we will benefit from the full value of your gift because your IRA assets will not be taxed at your death. Your estate will benefit from an estate tax charitable deduction for the gift.

Additional Gift Options

 

Beneficiary designations of retirement accounts and life insurance policies 

Payable on Death (POD) designations for bank accounts and Transfer on Death (TOD) designations for stock portfolios

Outright or deferred gifts of:

  • Real estate

  • Closely-held business interests

  • Tangible personal property

  • Crops or livestock

  • Life insurance

  • Oil and mineral rights

  • Intellectual property gifts

Designated funds – Designated funds ensure that your gift has maximum impact on the Rotary areas of service you value most. Your named fund will be managed as part of a diversified investment portfolio and annual grant distributions will serve the programs you love.

Life Income Gifts

Charitable gift annuity – In return for your gift, you receive a guaranteed, fixed income for life at a rat that’s often higher than that of a savings account or certificate of deposit.

Charitable remainder trust – A charitable remainder trust allows you to make a charitable gift, receive income throughout your lifetime, and also possibly benefit from a tax reduction or reduction of capital gains tax.