1. You are part of the Rotary Family
Be a part of it forever
This presentation is intended for Club or District Presentations, highlighting Planned Giving Opportunities to The Rotary Foundation.
[Click to launch opening animation – click to forward to next slide after the Permanent Fund logo appears].

2. The Permanent Fund Enhanced Foundation programs since 1982
Endowed fund invested permanently to build long-term stability for Foundation’s future
Key to Foundation’s role tomorrow
Thank you for giving me the opportunity to talk to you today about The Rotary Foundation’s Permanent Fund and how naming Rotary in your will can have significant benefits for you today and support the programs of the Rotary Foundation tomorrow.

3. A look at the Future – Today
Permanent Fund earnings already help support Rotary Foundation programs that advance our mission.
The goal of the Rotary Foundation is to advance 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.

4. Humanitarian Programs
Matching Grants
District Simplified Grants
Health, Hunger and
Humanity (3-H) Grants
Volunteer Service Grants
Endowment gifts to the Permanent Fund support a variety of programs that address humanitarian, educational and health-related needs.
Here is an overview of our humanitarian programs.

5. Educational Programs Group Study Exchange Ambassadorial Scholarship
Rotary Grants for
University Teachers
Rotary Centers for
International Studies
And here is an overview of our educational programs.

6. “Eradication is attainable.”
Polio
PolioPlus
PolioPlus Partners
“Eradication is attainable.”
Luis Giay
Chairman, Board of Trustees
The Rotary Foundation
The Permanent Fund also supports our ongoing efforts towards the eradication of Polio.
Once the eradication of Polio is achieved, restricted funds to Polio within the Permanent Fund will be designated to the general Permanent Fund or the closest applicable restricted fund at that time. This is the case with any restricted gift to the Permanent Fund.

7. You can win You can help –
Now that you know what our Permanent Fund supports, I’d like to share with you how to make a gift to the Permanent Fund.

8. Named Funds
$25,000 – establishes Named Fund to provide general support for The Rotary Foundation’s programs
$50,000 – endowment for scholarships or matching grants
$150,000 – restricted endowment, a project within a program of your choice
$250,000 is needed for a Pooled named fund (comprised of contributions from several donors)
In addition to a segregated fund within the Permanent Fund for accounting purposes, a named fund provides the donor with:
District Endowed Fund Update Annual update to your District Governor and District Governor-Elect so the district knows how your gift is benefiting the Foundation for years to come.
Annual Report Mailing Specialized mailing of annual report to donors who have established endowments funds.
Special Periodic Mailings Mailing to endowed scholarship donors providing background on scholarship recipients as it becomes available.

9. 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
The most common ways many Rotarians choose to support our Permanent Fund is by becoming a Benefactor, member of our Bequest Society or by gifting a life insurance policy to The Rotary Foundation.
[Note to speaker: The most common way to make a testamentary gift is through one’s will or living trust.]

10. 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.
Becoming a Benefactor is the easiest thing to do: complete the Benefactor Commitment Card and make a minimum provision in your will of US$1,000. This is a non-binding, revocable commitment. Anyone in this room can do this if you haven’t already. You can also become a Benefactor by making a US$1,000 outright gift to the Permanent Fund.
Benefactors will be presented with:
a commemorative certificate
an insignia that may be attached to a Rotary or Paul Harris Fellow pin
a letter of appreciation
[Consider having Benefactors Pins on hand and immediately recognize Rotarians who wish to sign up that day as a result of the presentation. - Note: contributions to the Permanent Fund do not count towards Paul Harris Fellow recognition.]
Benefactor Commitment Card: 149-EN

11. 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.
To join our Bequest Society, you would need to make a minimum allocation of US$10,000 to Rotary in your estate plans. This provision can be revocable.
More information is available online at:
Rotarians can also complete the Bequest Society membership card on the Rotary website.
Bequest Society Membership Card: 098-EN

12. 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
The US$10,000 contribution makes you a Level 1 Bequest Society member. The other levels are listed on this slide. The picture on the right shows the corresponding Bequest Society donor recognition pin.

13. Planned Giving Resources
If you are interested in reviewing additional information about Planned Giving Options, there are a number of brochures available on the Rotary Web site.
[Note: visit to have a few copies of these brochures shipped to you in advance for free, and make them available at the end of your presentation:
Securing the Future (193-EN)
Named Funds (110-EN)
Life Income Gifts (109-EN)
Pooled Income Fund (14-EN)]

14. 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
Here are just a few suggestions that each of you can do to help secure tomorrow. [Read bullets]

15. 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.
We have already received significant support for our Permanent Fund from a number of Rotarians - but with over 1 million members worldwide, there is a lot of room to grow.
Your gift to the Permanent Fund truly is the gift that keeps on giving and will continue to support the great programs of our Foundation forever. If you choose the designation of “SHARE”, a portion of the earnings will go to your home district as additional District Designated Fund (DDF) in perpetuity.

16. You are a part of the Rotary Family.
Thank you
for your support
Plan now to be a part of it forever.
[After “Plan now to be a part of it forever” appears, click to launch animation – forward to last slide when the “Thank you” line appears. Read the following during the animation: ]
Just as The Rotary Foundation encourages every Rotarian to make a gift to the Annual Fund every year; I do hope that each of you will consider including The Rotary Foundation’s Permanent Fund in your estate plan … to Secure Tomorrow….

17. For additional information
I hope you enjoyed this brief presentation. I will be available to answer your questions, but for any detailed responses feel free to contact our Giving Officer at The Rotary Foundation directly. Her contact information is shown here, and she is always happy to assist you.
[Please provide your contact information as well.]