You are part of the Rotary Family Be

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

The Permanent Fund v Enhanced Foundation programs since 1982 v Endowed fund invested permanently to build long-term stability for Foundation’s future v 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

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

Educational Programs v Group Study Exchange v Ambassadorial Scholarship v Rotary Grants for University Teachers v Rotary Centers for International Studies The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow

Polio v Polio. Plus Partners “Eradication is attainable. ” Luis Giay Chairman, Board of Trustees 2006 -07 The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow

You can help – You can win

Four “Win” Test Did you know that with one gift you can … v Make a major gift to support Rotary Foundation programs v Receive immediate tax benefits v Reduce capital gains tax on gifts of appreciated property v Receive lifetime income for you or others The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow

Life Income Agreement A Life Income Agreement enables donors to receive income for life from their charitable gift. v Types of Life Income Agreements available through TRF: v – – – Charitable Gift Annuity Deferred Charitable Gift Annuity Charitable Remainder Annuity Trust Charitable Remainder Unitrust Lead Trust Pooled Income Fund The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow

Charitable Gift Annuity A donor makes a gift in cash or publicly traded securities and in return receives regular payments for life that never change in size or frequency, regardless of changes in the economy. The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow

Deferred Charitable Gift Annuity Just like Charitable Gift Annuities, but: v Payments are postponed for a specified period of time, which is at least one year after the date of the gift. v Size of payment depends on the amount transferred, income beneficiary’s age, and the length of deferral. The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow

Charitable Remainder Trust A trust into which a donor irrevocably places assets in exchange for an income, either for life or a term of years. v The trust will pay income at an agreed upon rate minimally 5% of the initial principal. v v Two types of Charitable Remainder Trusts: – Unitrust – Income fluctuates annually with the fair market value of the trust. – Annuity trust – Income payments are fixed and determined when the gift is made. The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow

Illustrations Planned Giving staff can prepare a Life Income Agreement benefits illustration for you The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow

Donor Advised Funds Establishing a DAF is like having a private foundation without the hassles and paperwork that go along with operating one. Group account (From two to four account-holders, expected to last in perpetuity) v Individual account (One account-holder and a spouse, possibility of transferring account-holder status to child or children, remainder to charity) v The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow

Named Funds v $25, 000 – establishes Named Fund to provide general support for The Rotary Foundation’s programs v $50, 000 – endowment for scholarships or matching grants v $150, 000 – restricted endowment, a project within a program of your choice The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow

IRA Roll-over Option v Individuals who are 70 ½ at the time of the gift may annually donate up to $100, 000 from their Individual Retirement Account (IRA) directly to The Rotary Foundation v This gift can be made without increasing federal gross income for that tax year v Available from now until 31 December 2007 only The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow

Testamentary Gifts that benefit The Rotary Foundation after the donor’s death. Testamentary Gift options: v Benefactor v Bequest Society v Making a gift of Life Insurance The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow

Benefactors and Recognition v. 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 v 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

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 Plus Six Diamond Circle Pin The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow

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

What Every Rotarian Can Do v Discuss your estate plans with your spouse and children v Become a Benefactor v Talk with your financial planner about the benefits of Planned Giving v 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 December 2006 there are: v Over 72, 000 Benefactors v Over 5, 000 Bequest Society Members Please consider becoming a supporter of the TRF Permanent Fund by leaving a personal legacy with Rotary. The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow

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

For additional information Please contact: Karena J. Bierman, J. D. Director of Planned and Major Gifts (847) 866 -4458 (Phone) (847) 328 -4101 (Fax) Karena. Bierman@rotary. org The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow