Portland Rotary Charitable Trust
Planned Giving

Planned giving provides for charitable gifts through your will or estate plan. The Portland Rotary Charitable Trust welcomes planned gifts as a way to ensure the long-term stability and maintenance of the trust’s charitable activities. Specifically, planned gifts:

  • Leave a lasting legacy for all the community impacted by the Charitable Trust
  • Can entitle you to income and charitable tax deductions during your lifetime.

          Giving Options

The Simplest are gifts directly from your estate; however, the following options may allow a charitable deduction and other advantages during your lifetime:

  • Charitable Unitrusts
  • Charitable Remainder Annuity Trusts
  • Charitable Lead Trusts
  • Donor Advised Funds

          Assets to Give

  • Cash
  • Securities
  • Real estate
  • Personal property

          Support Options

  1. Unrestricted to the PRCT (the Trust may use according to the greatest need)
  2. Restricted to a PRCT committee or a specific purpose. You can designate to committees such as:
  • Wheels-of-Power
  • Community Grants
  • Domestic Violence Solutions

          How to Proceed

  • For clarity in your estate planning documents, use our legal name and tax identification number: Portland Rotary Charitable Trust, Tax Identification Number 93-6031284
  • For more information how to direct your gift, please contact the Rotary office; 503.228.1542 or info@rotarypdx.org. For information on which estate planning option would work best for you, please contact your estate planning professional and your CPA.