Lamorinda Sunrise Rotary Endowment
"The Gift that Keeps on Giving"

The Lamorinda Sunrise Rotary Endowment:
· Is a 501(c)(3) charitable non-profit organization founded by the Rotary Club of Lamorinda Sunrise in 1997 which can accept tax-deductible donations, which are used to create a fund whose principal cannot be touched.
· Distributes interest earned on the corpus to eligible charitable, scientific and educational purposes in the Lamorinda Sunrise Rotary service area as directed by the Board of Directors.

Why an Endowment?
· The Lamorinda Sunrise Rotary Endowment provides a permanent fund, which will continue to grow with additional contributions into the future.
· The Endowment's Board of Trustees invests funds conservatively.
· The Board of Trustees assures that funds are distributed to scientific, charitable and educational causes to maintain the tax-deductible status of the Endowment.
· The Endowment offers one more avenue for Lamorinda Sunrise Rotarians to pursue "Service Above Self" for our community.

Who is the Endowment?
· Every member of the Rotary Club of Lamorinda Sunrise is also a member of the Lamorinda Sunrise Rotary Endowment and is eligible to serve as a Trustee of the Fund. The Board of Trustees is elected bythe of the Rotary Club of Lamorinda Sunrise.

How Does the Endowment Serve Our Community?
· As the Endowment Fund continues to grow through your contributions, it produces income for distribution to designated charitable institutions in our community. The Fund supports the Club's Service Program.

How Can I Contribute to the Lamorinda Sunrise Rotary Endowment?
· The hope and intent of the Endowment Fund is to provide Rotary Club Members an opportunity to participate annually, either with gifts or pledges, or with time and talent contributed to the annual fund raising event.
· Gifts are fully tax-deductible.
· Funds are controlled locally by elected Endowment Trustees.
· There is an opportunity to give through Living Trusts and Estate Bequests.

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Lamorinda Sunrise Rotary Endowment Board of Trustees 2007-2008

President: Paul Bettelheim
Treasurer: Ernie Furtado
Secretary: Cal Lee
Members at Large: Brad Davis, Steve Ware
Club President - Paul Fillinger (ex oficio member)

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