TRF Advisory Team

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The TRF Advisory Team is a group of financial and legal professionals that have been TRF trained to provide D-7430 Rotarians with the resources and tools they need to include The Rotary Foundation in their charitable giving and estate plans. 

Who are TRF D-7430 Advisors ?
Rotarians from D-7430 Rotary Clubs who are certified accountants, financial planners, lawyers or other professional estate planner who have attended D-7430 sanctioned TRF training each year to be up to date on TRF financial instruments that provide Rotarian resources for funding TRF Annual and Permanent Funds.

TRF Advisory Team Members...
  • Attend regular TRF Training
  • Are available to respond to D-7430 Rotarians as they call or email, or take referrals from D-7430 TRF Committee members
  • Will present to  to Rotary Clubs
  • Take phone calls or make personal calls or visits to assess Rotarian interests and needs
  • Work with D-7430 Permanent Fund Chair to provide Rotarian support
  • Develop a TRF financial plan that suits Rotarians' interests and needs
  • Work with DRFC/PFC  & RI TRF staff to process the proper applications, documents and funds.
 If you are interested in planned giving to The Rotary Foundation, please email / call any of our TRF Advisory Team Coordinators below to get information.
 
If you are a registered financial professional or estate planner and you are interested in joining the team, please contact one of the Rotarians listed below.

 
610-326-1916 (h)        215-355-3639 (h)       610-421-8777 (w)
484-467-3950 (c)        215-208-3690 (c)       610-223-5900 (c)