DISTRICT 7620 Serving Central Maryland Washington DC z

DISTRICT 7620 Serving Central Maryland Washington DC z

THE ROTARY FOUNDATION Your Legacy – Rotary’s Promise Richard B. Glover, PDG (2018 -2019) Laurie Menzel D-7620 of Central Maryland District of Columbia Rotary International – Major Gifts Officer District Rotary Foundation Chair Northern Virginia, West Virginia, Maryland, Washington DC, Delaware, and part of Tennessee v. 101020. 2 2

INTRODUCTION YOUR LEGACY – ROTARY’S PROMISE District 7620 will celebrate a twelve month fundraising campaign for The Rotary Foundation Legacy Funds. The evening brings together donors who have made or pledged new contributions or bequests of US $10, 000 or more to The Rotary Foundation during the campaign period ending October 2021. “It seems eminently proper that we should accept endowments for the purpose of doing good in the world, in charitable, educational or other avenues of community progress …” — Arch Klumph, 1917, Founder

4 DISTRICT 7620 MEMBER DONORS AND CLUB RECOGNITION DINNER 2021 FEATURING SPECIAL RECOGNITION FOR OUR LEGACY FUND DONORS SUNDAY, NOVEMBER 21, 2021, 6: 00 PM – 9: 00 PM TURF VALLEY RESORT & CONFERENCE CENTER 2700 TURF VALLEY RD, ELLICOTT CITY, MD 21042 z

BE AWARE – BE INFORMED – BE INSPIRED THREE 1 -HOUR REPEATED ZOOM PRESENTATIONS FOR DISTRICT LEADERSHIP TO FIT YOUR BUSY SCHEDULES • • Thursday, October 08, @7: 00 pm • Saturday, October 10, @ 9: 00 am • Thursday, October 15, @ 0700 pm Call Rich for individual/club session requests • District Executive Leadership Team (DG, DGE, DGN-D, Treasurer, DRFC) • Event Ambassadors • Council of Governors • District Executive Secretary • District Area Governors • District Committee Chairs • Club President & Club President Elect • Club Rotary Foundation Chair & Chair-Elect • Grants Committee Members

QUESTIONS AND ANSWERS YOU NEED TO KNOW OUR DISTRICT LEADERSHIP’S UNDERSTANDING AND SUPPORT WILL MAKE THE DIFFERENCE OF SUCCESS THOSE IN NEED ARE THE CUSTOMER – LEADERSHIP IS THE DRIVER - THE CLUB MEMBERS DELIVER RESULTS • Learn the facts first-hand from the Event Chairman on what this Legacy event represents. • Why is it so important for club officers to be familiar with the Legacy event facts? • Is the district putting out the hand “looking for a check” for this event? ( No) • How does the COVID-19 pandemic impact member consideration to participate? • Is participating in this legacy campaign required? • What is the time-line window to promote this event? • Who is eligible? • What does a “Pledge” mean? • What is the level of confidentiality? • How do we successfully promote this Legacy event? • What is the meaning and impact of this Legacy campaign? • Is there a goal? • What are helpful “talking points”? • Will we have a review of the Legacy Fund opportunities?

WHY IS THE TRF SUCH A BIG DEAL TRF IS AN AWARD WINNING GLOBAL ORGANIZATION BY HOW WE STEWARD OUR MONEY 91% • As a global organization, we are efficient with over of the funds raised going to programs. This efficiency contributes to significant recognition from independent evaluators. TRF has received yet another four-star rating from Charity Navigator, America’s largest independent charity evaluator. This is the twelfth consecutive year that TRF has received a four-star rating. 1% • Only of the charities they evaluate have received at least ten consecutive four-star evaluations. • Charity Navigator rates over. stars 9000 charities and only about 60 receive 4 Over a million #1 • How many charities are in the US? . TRF is also of the listed charities on Guide. Star website as one of the ten best charities that everyone’s heard of. • Last year we also received: An A+ rating from the American Institute of Philanthropy; We are named “World’s Outstanding Foundation” by the Association of Fundraising Professionals

400, 000 0 800, 000 Worldwide Member Count 1, 000 Annual Fund 2008 recession & EU debt crisis Asian financial crisis & dotcom bubble Black Monday & recession 200, 000 Energy crisis & recession Hong Kong flu 1 M perished WWII Depression 600, 000 1904 - 1905 1907 - 1908 1910 - 1911 1913 - 1914 1916 - 1917 1919 - 1920 1922 - 1923 1925 - 1926 1928 - 1929 1931 - 1932 1934 - 1935 1937 - 1938 1940 - 1941 1943 - 1944 1946 - 1947 1949 - 1950 1952 - 1953 1955 - 1956 1958 - 1959 1961 - 1962 1964 - 1965 1967 - 1968 1970 - 1971 1973 - 1974 1976 - 1977 1979 - 1980 1982 - 1983 1985 - 1986 1988 - 1989 1991 - 1992 1994 - 1995 1997 - 1998 2000 - 2001 2003 - 2004 2006 - 2007 2009 - 2010 2012 - 2013 2015 - 2016 2018 - 2019 Membership 1, 400, 000 160000000 1, 200, 000 140000000 60000000 40000000 COVID-20000000 0 Giving (USD) Worldwide Events WW Members with Annual Fund Giving 120000000 10000 80000000

Time Line for Launch “May our happiness increase with our usefulness. What Rotary will be one hundred years hence, none living can imagine. ” – Paul Harris, Founder DRFC Team z Ambassador Team MDD Ambassador one-on-ones Present to Club BOD Introduction Club Notification Event Flyer Club Presentation Zoom – Ambassadors, DELT, AG, P, PE, Club TRF, COG, Exec. Secretary, Treasurer, Grants Committee Fireside Presentation Individual Presentation subhead 9

FACT SHEET - WAYS TO GIVE Interested in supporting D-7620 Legacy Funds Recognition Dinner? We ask you to consider a gift of $10, 000 or more to The Rotary Foundation. Your Legacy – Leave Rotary’s Promise Support the Your cause You care Legacy for about Today Future Impact § Pledge- Gift of § § § z $10, 000+ Three years with equal payments Gift of Appreciated Stock IRA (Qualified Charitable Distribution) Donor Advised Fund § Naming Rotary in your will or living trust § Designate Rotary as a Beneficiary of your Retirement Plan § Designate Rotary as a Beneficiary of your Whole Life Insurance Policy subhead 10

Beneficiary Designations: Retirement Accounts Life Insurance

Will or Living Trust 12

Charitable Gift Annuity and Charitable Remainder Trust

Donor Advised Fund

HOW CAN YOU PERSONALIZE YOUR LEGACY? Named Endowed Fund Example A Named Endowed Fund of $25, 000 established in 1994 has provided spendable earning since then of over $38, 000, which is more than the original gift amount. Additionally, the fair market value has grown to over $36, 000. The graph below demonstrates how an Endowment Fund contribution continues to give and grow over time.

Gift Cultivation Ideas Current Donor Level: New Donor Recognition: • A Paul Harris Society Member • Bequest Society Member • A Major Donor $10 K – $15 K from next Major Donor Level • A Major Donor or Arch Klumph Society Member • Next Level of Major Donor Or Arch Klumph Society • Bequest Society Member

WHAT CAN YOUR LEGACY SUPPORT? • SHARE • World Fund • 7 Area of Focus • Rotary Peace Centers

Annual gifts to The Rotary Foundation help people around the globe live better lives today. 18 18

19 LEAVING A LEGACY z Planning a gift to Rotary’s Endowment supports these same life-changing programs forever.

“ “ Rotary’s tomorrow depends on what we do today. – Arch C. Klumph

THE ROTARY FOUNDATION AND TRUSTEES — 1928 We are determined that the Endowment Fund shall not be unpopular. … We truly believe that when each and every individual Rotarian understands this matter thoroughly and correctly, there will be few, if any, who do not participate, even though the sum may be extremely modest in amount. — Arch Klumph, 1928

TIMELINE FORWARD NOW- OCTOBER 2021 October 19 November 1 -30 • Email Legacy Funding Campaign Flyer, Fact Sheet, Million Dollar Dinner Guidelines to all District Leaders • Presentations to Club Boards and Club Members • Rich, Laurie, Ambassadors, Club Presidents or Foundation Chairs Ongoing Around the District Nov 2020 October 2021 As Soon As Gifts Are Received • Small Fireside Events • Rich, Laurie, Ambassadors • Individual Conversations with Rotarians • Submit Gift Paperwork to The Rotary Foundation • Rich and Laurie

POINT OF CONTACTS For More information contact: PDG/DRFC Rich Glover 18. 19. dg 7620@GLOVERCREW. NET 301. 980. 4976 Laurie Menzel, Major Gifts Officer The Rotary Foundation Laurie. Menzel@Rotary. org 847. 425. 5601

ON-LINE MDD GUIDELINES The manual is available online at: https: //files. acrobat. com/a/preview/d 69 e 3 b 52 -9 b 694 e 9 b-8 dbf-f 01 ddc 036756