Codicil Language
Please remember to use the official legal name “The Rotary Foundation (Canada)”- Charitable Organization Number 11912 5797 RR0001. Rotary’s International Bequest Gift recognition structure is based on a USD gift commitments. While Canadians are welcome to commit to Canadian amounts, should you wish to participate in achieving a specific Bequest recognition threshold, it would be recommended that you consider language such as …..”a gift equal to USD $XX,XXX”, which eliminates any challenges with future exchange rates and ensures that your intentions are clear.
 
A few additional examples for your adviser to consider:
  • For a general gift of a certain percentage or portion of your estate: “I give to the Rotary Foundation (Canada) - Charitable Organization Number 11912 5797 RR0001, one-fourth of my estate.”
  • For a gift of a specific asset: “I give 500 shares of (name) stock to the Rotary Foundation (Canada)- - Charitable Organization Number 11912 5797 RR0001.”
  • For a contingent bequest, which takes effect only when certain conditions are met: “In the event my spouse does not survive me, I give to the Rotary Foundation (Canada)- Charitable Organization Number 11912 5797 RR0001, the remainder of my estate.”
  • For a residual bequest, which directs the disposition of all or a portion of whatever remains after all other required amounts are paid: “I give the rest, residue, and remainder of my estate to the Rotary Foundation (Canada)-Charitable Organization Number 11912 5797 RR0001.”
    
As always, remember to consult independent tax and legal advisers before making any charitable gift.