San Mateo Rotary Foundation: Legacy Donor Program
LEGACY DONOR PROGRAM
 
SAN MATEO ROTARY FOUNDATION
A 501(c) (3) Tax Exempt Foundation
 
Please join the many San Mateo Rotarians and community members 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