1. Permanent Fund

2. Bequest Society

3. How To Become A Bequest Society Member Decide on amount ($10,000 minimum) Decide on source of funds Fill out form on line www.rotary.orgwww.rotary.org Submit on line form Submit Documentation to The Rotary Foundation –Copy of beneficiary information to The Rotary Foundation OR –Copy of will or trust

4. Where Does The Money Come From?

5. Even Easier Send a check for $10,000 to The Rotary Foundation (Not to your cruise line!)

6. Will/Trust For those creating a new will including The Rotary Foundation or Codicil to modify existing will Consult your attorney

7. IRA or 401k Reassign Beneficiary Plan Administrator will have proper forms Or call 800 number on your statement

8. Permanent Life Insurance Rotary Foundation is named as a partial beneficiary. Calculated as a percent of the total benefit.

9. Source of help in District Bill Billings Larry Saint Bill Pollard Club Foundation Foundation Advocate

10. Hey, it really is easy…. …and you’ll never miss it!!