Rotary Club of Portland: Service Above Self

Planned Giving

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 This e-mail address is being protected from spambots. You need JavaScript enabled to view it . For information on which estate planning option would work best for you, please contact your estate planning professional and your CPA.