1. MAJOR Donor and Bequests Presented by Michael J. Kearns Clu ChFC Rotary Club of Fremont Warm Springs Sunrise

2. A Story you can tell Polio Plus $50,000 Goal Non Rotarians gave $52,000 Worldwide cause, not just community Club of 22 members gave second largest check in district to Polio Why did this succeed? Is Bill Gates a Rotarian?

3. Quick Quiz 1. What Dollar Amount is threshold of a “major donor” $1,000 $5,000 $10,000 $50,000

4. 2. Changing the beneficiary of your life insurance to Rotary is tax deductible True False

5. 3. Changing the ownership of your life insurance to Rotary can be tax deductible True False

6. 4. You can gift Real Estate to Rotary True False

7. 5. As a special program, Rotary can pay you a competitive income, avoid capital gains taxes, give you a current tax deduction, and reduce estate taxes True False

8. 6. Major Donors are strictly Rotarians True False

9. 7. The name given to the top gift to Rotary A. Arch C. Klumph B. Archie Bunker C. Arch of triumph D. None of the above

10. 8. Life Income agreements are retirement checks given to past district governors True False

11. Someone wants information on being a major donor of $10,000 or more this year? Contact Mike Kearns 408-799-1208 Roger Hassler

12. Someone wants the Income agreement presentation? Contact Mike Kearns 408-799-1208 Michael Dunlap, CPA, MS Taxation Zone 26 Major Gifts Officer Michael.Dunlap@Rotary.Org (760) 715-9984 Michael.Dunlap@Rotary.Org (760) 715-9984

13. Someone wants a top level presentation of what Rotary can do to assist them in their charitable giving Michael Dunlap, CPA, MS Taxation Zone 26 Major Gifts Officer Michael.Dunlap@Rotar y.Org (760) 715-9984 Michael.Dunlap@Rotar y.Org (760) 715-9984