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 [email protected]. For information on which estate planning option would work best for you, please contact your estate planning professional and your CPA.