1. You are part of the Rotary Family.
You can be
a part of it forever.
With
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click to forward to next slide after the Permanent Fund logo appears].
The Permanent Fund is Rotary’s Endowment Fund
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2. 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!
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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.

3. 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.
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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.
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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
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6. For Additional Information
Contact Either: Mac Leask (203) or Jenna Steiner Major Gifts Officer, Zone 32 (847) (Phone)
For more information you can either contact me or Jenna Steiner
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7. 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
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