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

2. The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow 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

3. 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.

4. The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow Humanitarian Programs  Matching Grants  District Simplified Grants  Health, Hunger and Humanity (3-H) Grants

5. The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow Educational Programs  Group Study Exchange  Ambassadorial Scholarship  Rotary Centers for International Studies

6. You can help – Will You?

7. 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.

8. The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow 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. Benefactor Commitment Card: 149-EN

9. 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

10. The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow Bequest Society Recognition Bequest Society Level 1 US$10,000 – 24,999.99 One Diamond Circle Pin Bequest Society Level 2 US$25,000 – 49,999.99 Two Diamond Circle Pin Bequest Society Level 3 US$50,000 – 99,999.99 Three Diamond Circle Pin Bequest Society Level 4 US$100,000 – 499,999.99 Four Diamond Circle Pin Bequest Society Level 5 US$500,000 – 999,999.99 Five Diamond Circle Pin Bequest Society Level 6 US$1,000,000 Plus Six Diamond Circle Pin

11. The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow Planned Giving Resources www.rotary.org/newsroom/downloadcenter/foundation/development.html

12. The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow Planned Giving Newsletter VISIONS is a semi-annual Planned Giving publication, available for download on the Rotary website.

13. 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

14. The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow Thank you for your Support As of January 2010 there are:  More than 82,000 Benefactors  Nearly 7,000 Bequest Society Members Please consider becoming a supporter of the TRF Permanent Fund by leaving a personal legacy with Rotary.

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

16. The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow For additional information Please contact: Karena J. Bierman, J.D. Senior Planned Giving Officer (847) 866-3100 (Phone) (847) 556-2178 (Fax) PlannedGiving@Rotary.org