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You are part of the Rotary Family Be a part of it forever.

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Presentation on theme: "You are part of the Rotary Family Be a part of it forever."— Presentation transcript:

1 You are part of the Rotary Family Be a part of it forever

2 The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow The Permanent Fund Enhanced Foundation programs since 1982 Endowed fund invested permanently to build long-term stability for Foundations future Key to Foundations role tomorrow

3 The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow A look at the Future – Today Permanent Fund earnings already help support Rotary Foundation programs that advance our mission.

4 The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow Humanitarian Programs Matching Grants District Simplified Grants Health, Hunger and Humanity (3-H) Grants Volunteer Service Grants

5 The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow Educational Programs Group Study Exchange Ambassadorial Scholarship Rotary Grants for University Teachers Rotary Centers for International Studies

6 The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow Polio PolioPlus PolioPlus Partners Eradication is attainable. Luis Giay Chairman, Board of Trustees The Rotary Foundation

7 You can help – You can win

8 The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow Four Win Test Did you know that with one gift you can … Make a major gift to support Rotary Foundation programs Receive immediate tax benefits Reduce capital gains tax on gifts of appreciated property Receive lifetime income for you or others

9 The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow Life Income Agreement A Life Income Agreement enables donors to receive income for life from their charitable gift. Types of Life Income Agreements available through TRF: –Charitable Gift Annuity –Deferred Charitable Gift Annuity –Charitable Remainder Annuity Trust –Charitable Remainder Unitrust –Lead Trust –Pooled Income Fund

10 The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow Charitable Gift Annuity A donor makes a gift in cash or publicly traded securities and in return receives regular payments for life that never change in size or frequency, regardless of changes in the economy.

11 The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow Deferred Charitable Gift Annuity Just like Charitable Gift Annuities, but: Payments are postponed for a specified period of time, which is at least one year after the date of the gift. Size of payment depends on the amount transferred, income beneficiarys age, and the length of deferral.

12 The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow Charitable Remainder Trust A trust into which a donor irrevocably places assets in exchange for an income, either for life or a term of years. The trust will pay income at an agreed upon rate minimally 5% of the initial principal. Two types of Charitable Remainder Trusts: –Unitrust – Income fluctuates annually with the fair market value of the trust. –Annuity trust – Income payments are fixed and determined when the gift is made.

13 The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow Illustrations Planned Giving staff can prepare a Life Income Agreement benefits illustration for you

14 The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow Donor Advised Funds Establishing a DAF is like having a private foundation without the hassles and paperwork that go along with operating one. Group account (From two to four account-holders, expected to last in perpetuity) Individual account (One account-holder and a spouse, possibility of transferring account-holder status to child or children, remainder to charity)

15 The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow Named Funds $25,000 – establishes Named Fund to provide general support for The Rotary Foundations programs $50,000 – endowment for scholarships or matching grants $150,000 – restricted endowment, a project within a program of your choice

16 The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow IRA Roll-over Option Individuals who are 70 ½ at the time of the gift may annually donate up to $100,000 from their Individual Retirement Account (IRA) directly to The Rotary Foundation This gift can be made without increasing federal gross income for that tax year Available from now until 31 December 2007 only

17 The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow Testamentary Gifts Testamentary Gift options: Benefactor Bequest Society Making a gift of Life Insurance Gifts that benefit The Rotary Foundation after the donors death.

18 The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow Benefactors and Recognition A Benefactor is an individual or couple that has made a provision in their estate plan to gift a minimum $1,000 to The Rotary Foundation. Benefactor Commitment Card: 149-EN

19 The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow Leaving a Legacy of Hope – The Bequest Society Bequest Society member is an individual or couple that has made a provision in their estate plan to gift a minimum $10,000 to TRF. Bequest Society Membership Card: 098-EN

20 The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow Bequest Society Recognition Bequest Society Level 1 US$10,000 – 24, One Diamond Circle Pin Bequest Society Level 2 US$25,000 – 49, Two Diamond Circle Pin Bequest Society Level 3 US$50,000 – 99, Three Diamond Circle Pin Bequest Society Level 4 US$100,000 – 499, Four Diamond Circle Pin Bequest Society Level 5 US$500,000 – 999, Five Diamond Circle Pin Bequest Society Level 6 US$1,000,000 Plus Six Diamond Circle Pin

21 The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow Planned Giving Resources

22 The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow Planned Giving Newsletter VISIONS is a semi-annual Planned Giving publication, available for download on the Rotary website.

23 The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow What Every Rotarian Can Do Discuss your estate plans with your spouse and children Become a Benefactor Talk with your financial planner about the benefits of Planned Giving Contact Planned Giving staff at TRF to discuss specifics about your estate planning situation

24 The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow Thank you for your Support As of December 2006 there are: Over 72,000 Benefactors Over 5,000 Bequest Society Members Please consider becoming a supporter of the TRF Permanent Fund by leaving a personal legacy with Rotary.

25 You are a part of the Rotary Family. Plan now to be a part of it forever. Thank you for your support

26 The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow For additional information Please contact: Karena J. Bierman, J.D. Senior Planned Giving Officer (847) (Phone) (847) (Fax)


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