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

The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow The Permanent Fund  Endowed fund invested permanently to build long-term stability for Foundation’s future  Key to Foundation’s role tomorrow

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.

The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow Areas of Focus Peace and Conflict Resolution/Prevention Disease Prevention and Treatment Water and Sanitation Maternal and Child Health Basic Education and Literacy Economic and Community Development

The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow Humanitarian Programs  Matching Grants  District Simplified Grants or  Global Grants  District Grants

The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow Educational Programs  Group Study Exchange  Ambassadorial Scholarships  District and Global Grants  Rotary Centers for International Studies in Peace and Conflict Resolution

The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow Endowed Naming Opportunities (in US$) $25,000 – earnings support SHARE or World Fund $50,000 – general support to Rotary Centers $100,000 – general support of an area of focus $250,000 – earnings support donor’s district participation in Global Grants $500,000 – area of focus and a geographic preference or; – endows a Rotary Peace Fellow $1,000,000 – individually crafted with increase in specificity

The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow Major Donor  Personal outright or cumulative gifts of US$10,000 or more to the Foundation  Cash, life income agreements, bequests, real estate, or securities

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 donor’s death.

The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow Arch C. Klumph Society  Trustees Circle US$250,000 to 499,  Chair’s Circle $500,000 to 999,  Foundation Circle $1 million and above

The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow Benefactors  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

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

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

The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow Thank you for your Support As of June 2010 there are:  More than 83,000 Benefactors  More than 7,000 Bequest Society Members Please consider becoming a supporter of the TRF Permanent Fund by leaving a personal legacy with Rotary.

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