Make an Enduring Gift
LEGACY DONOR PROGRAM
SAN MATEO ROTARY FOUNDATION
A 501(c) (3) Tax Exempt Foundation
Please join the many San Mateo Rotarians who have become a Legacy Donor to the San Mateo Rotary Foundation. Our Foundation supports the many programs to which our Club donates each year right here in our own local community.
Become a Legacy Donor by including the San Mateo Rotary Foundation in your estate planning. Upon your death, the Foundation will receive your thoughtful gift. Here are a few simple ways to do so:
- Include the San Mateo Rotary Foundation as a beneficiary (partial or total) of your IRA, pension plan, or profit sharing plan.
- Name the San Mateo Rotary Foundation as a beneficiary (partial or total) of a life insurance policy.
- Make a specific bequest to the San Mateo Rotary Foundation in your will or family trust.
- Designate the San Mateo Rotary Foundation as a Remainderman in your Charitable Remainder Trust (CRT).
Your designation should read:
The San Mateo Rotary Foundation
Tax I.D. # 23-7101037
P.O. Box 95
San Mateo, CA 94401
For further information, please contact:
Robert Binn, Chair, Legacy Donor Program @ 650.548.9800 or bob@privateportfolios.com