You are part of the Rotary Family. You can be a part of it forever. With [Click to launch opening animation – click to forward to next slide after the Permanent Fund logo appears]. The Permanent Fund is Rotary’s Endowment Fund (0.5/0.5 5.5)

Supporting the work of tomorrow's Rotarians Permanent Fund earnings help support Rotary Foundation projects to do good in the world. Giving to the Permanent Fund can allow you to support the work of Rotarians tomorrow, while enjoying significant tax benefits today! (0.5/1.0 5) dvance world understanding, goodwill and peace through the improvement of health, the support of education and the alleviation of poverty. The Permanent Fund plays a significant role in helping us achieve this goal.

There are many ways to give Major Outright Gifts of $10,000 or more Can come from appreciated securities, cash, real estate, bonds and other non-cash gifts Major Gift Pledges Can achieve your goal sooner than you thought possible Life Income Agreements Allow you to make a major gift and receive lifetime payments Bequests Allow you to support The Rotary Foundation in perpetuity There are many ways to give to our Foundation’s Endowment Fund. This slide lists many of the ways you can support the work of tomorrow's Rotarians. And one of those ways, Life Income Agreements, even allows you to receive lifetime payments of income yet support the work of Rotarians tomorrow. (1/2 4)

Testamentary Gifts Gifts that benefit The Rotary Foundation after the donor’s death Testamentary Gift options: Benefactor Bequest Society Making a gift of Life Insurance Many Rotarians choose to support our Permanent Fund by either including Rotary in their will, their living trust, or by making a gift of life insurance. (0.5/2.5 3.5)

Four “Win” Test Donations can provide four benefits: Support the good work of Rotarians and the Foundation’s programs forever Provide donor with immediate tax benefits Reduce capital gains tax on gifts of appreciated property (Can be a real advantage) Provide lifetime payments to the donor and/or others Donations can provide four benefits: Support the good work of Rotarians and the Foundation’s programs forever Provide donor with immediate tax benefits Reduce capital gains tax on gifts of appreciated property Provide lifetime payments to the donor and/or others (1/3.5 2.5)

For Additional Information Contact Either: Mac Leask (203) 529-1274 Mac@LeaskBV.com or Jenna Steiner Major Gifts Officer, Zone 32 (847) 424-5251 (Phone) Jenna.Steiner@Rotary.org For more information you can either contact me or Jenna Steiner (.5/4 2)

Here’s how you can help! (2.0/6.0 6.0) As Permanent Fund Chair I could use your help: Tell Rotarians about our Rotary Foundation Encourage Rotarians to consider it their charity of choice Tell Rotarians about the Permanent Fund (brochures are available free from Rotary) Ask potential Rotarian donors to meet with me to discuss the ways of giving Let me know about potential donors Volunteer to host a fireside chat for potential donors – we can provide the guests If you would like to join the permanent fund committee let me know (2.0/6.0 6.0)