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

The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow The Permanent Fund  Endowed fund invested permanently to build long-term stability for Foundation’s future  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  Matching Grants  District Simplified Grants  Educational Programs

The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow Rotary Peace Centers  Since program was established in : – 7 Rotary Peace Centers – Over 480 fellows – From over 80 countries – $31 million awarded  In : – 52 Peace Fellowships – From 29 countries – $3.5 million awarded

The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow Rotary Peace Fellows  What do the Fellows go on to do?

You can help – You can win

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

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 fixed 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:  Payments are postponed for a specified period of time  The size of payment and deduction increases with 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.  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 IRA Charitable Rollover Until December , Individuals 70 ½ or older can transfer up to $100,000 from an IRA to charity without federal tax implications. This allows individuals to make larger gifts, use their Required Minimum Distribution for a good cause and minimize the impact on taxes. Consult your advisor and use our forms at

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.

The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow Benefactors  A Benefactor is an individual or couple that has made a provision in their estate plan, or made an outright gift of 1,000 to The Rotary Foundation’s Permanent Fund. Benefactor Commitment Card: 149-EN

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

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

The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow Thank you for your Support As of 30 June 2011 there are:  More than 86,000 Benefactors  More than 8,000 Bequest Society Members  350,000 Rotarians in the United States! 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 For additional information Please contact: PDG George Huffman Or: Debra Lowe, Major Gift Officer, Zone