1. You are part of the Rotary Family
Be a part of it forever
This presentation is intended for Club or District Presentations, highlighting Planned Giving Opportunities to The Rotary Foundation.
[Click to launch opening animation – click to forward to next slide after the Permanent Fund logo appears].

2. 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
Thank you for giving me the opportunity to talk to you today about The Rotary Foundation’s Permanent Fund and how naming Rotary in your will can have significant benefits for you today and support the programs of the Rotary Foundation tomorrow. E very year, Rotarians help tens of thousands of people worldwide overcome poverty, hunger, disease, illiteracy, and other barriers to life with dignity. Paul Harris’s vision continues to inspire people who can imagine a better world and have both the desire and ability to make a difference.
The Permanent Fund was established in 1982 to ensure a strong future for the Foundation by providing an extra stream of income to meet the increasing demand by Rotary clubs and districts to expand Foundation programs and its ability to meet human needs in the world. An endowed contribution is a gift that the Foundation holds in perpetuity. – long term stability.
The gift is invested, and only a portion of its interest is used for programs. To guard against inflation, the remaining interest is added to the principal. The goal is to ensure that the principal maintains its real value over time. Thus, gifts to the Permanent Fund will grow and continue to support The Rotary Foundation for years to come.

3. A look at the Future – Today
Permanent Fund earnings already help support Rotary Foundation programs that advance our mission.
The goal of the Rotary Foundation is to advance 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.

4. Humanitarian Programs
Matching Grants
District Simplified Grants
Health, Hunger and
Humanity (3-H) Grants
Volunteer Service Grants
Endowment gifts to the Permanent Fund support a variety of programs that address humanitarian, educational and health-related needs.
Matching Grants – Provide matching funds for the international service projects of Rotary clubs and districts. Since 1965, more than 24,000 Matching Grant projects in 167 countries have been funded at a cost of more than $257 million.
District Simplified Grants – Support the service activities of districts locally and abroad. Since this program began in , more than 1,160 grants totaling over US$17 million have been awarded to districts in almost 60 countries. Here is an overview of our humanitarian programs.
Health, Hunger and Humanity (3-H) Grants – Fund large-scale, two- to four-year projects that improve health, alleviate hunger, or promote human development. Since 1978, more than 280 projects in 75 countries have been funded through The Rotary Foundation at a cost of $74 million.
Volunteer Service Grants – Support the international travel of qualified Rotarians and their spouses to provide a needed service or plan a necessary project in a community. This program began in , and more than 200 projects in over 40 countries have been funded at about $1 million

5. Educational Programs Group Study Exchange Ambassadorial Scholarship
Rotary Grants for
University Teachers
Rotary Centers for
International Studies
And here is an overview of our educational programs.
Group Study Exchange (GSE) – Annual awards are made to paired Rotary districts to cover travel expenses for a team of non-Rotarians from a variety of professions. Rotarian hosts organize a four- to six-week itinerary of vocational, educational, and cultural points of interest. Since 1965, more than 57,000 individuals (almost 12,000 teams) from 100 countries have participated at a cost of more than $92 million.
Ambassadorial Scholarships – The Foundation sponsors one of the largest international scholarship programs in the world. Scholars study in a different country, where they serve as unofficial ambassadors of goodwill. Since 1947, more than 47,000 scholars from 110 countries have received scholarships of more than $476 million through The Rotary Foundation.
Rotary Grants for University Teachers – These grants are awarded to university faculty members to teach in a developing nation for 3 to 10 months. Since 1985, more than $4 million in grants has allowed over 430 teachers to share their expertise with a college or university in a developing country.  
Rotary World Peace Fellowships – Each year, up to 110 scholars are sponsored to study at one of the seven Rotary Centers for International Studies in peace and conflict resolution for a master’s-level degree.

6. “Eradication is attainable.”
Polio
PolioPlus
PolioPlus Partners
“Eradication is attainable.”
Luis Giay
Chairman, Board of Trustees
The Rotary Foundation
The Permanent Fund also supports our ongoing efforts towards the eradication of Polio.
To date, Rotary has contributed more than US$700 million toward eradicating polio, a figure which will rise to more than US$850 million by the time the world is certified polio-free. Rotary members have helped immunize over two billion children in 122 countries and are currently working to raise US$100 million more to match a grant from the Bill & Melinda Gates Foundation in the same amount. 
Once the eradication of Polio is achieved, restricted funds to Polio within the Permanent Fund will be designated to the general Permanent Fund or the closest applicable restricted fund at that time. This is the case with any restricted gift to the Permanent Fund.

7. You can win You can help –
Now that you know what our Permanent Fund supports, I’d like to share with you how to make a gift to the Permanent Fund.

8. 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
The most common ways many Rotarians choose to support our Permanent Fund is by becoming a Benefactor, member of our Bequest Society or by gifting a life insurance policy to The Rotary Foundation.
[Note to speaker: The most common way to make a testamentary gift is through one’s will or living trust.]

9. 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.
Becoming a Benefactor is the easiest thing to do: complete the Benefactor Commitment Card and make a minimum provision in your will of US$1,000. This is a non-binding, revocable commitment. Anyone in this room can do this if you haven’t already. You can also become a Benefactor by making a US$1,000 outright gift to the Permanent Fund.
Benefactors will be presented with:
a commemorative certificate
an insignia that may be attached to a Rotary or Paul Harris Fellow pin
a letter of appreciation
[Consider having Benefactors Pins on hand and immediately recognize Rotarians who wish to sign up that day as a result of the presentation. - Note: contributions to the Permanent Fund do not count towards Paul Harris Fellow recognition.]
Benefactor Commitment Card: 149-EN

10. 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.
To join our Bequest Society, you would need to make a minimum allocation of US$10,000 to Rotary in your estate plans. This provision can be revocable.
More information is available online at:
Rotarians can also complete the Bequest Society membership card on the Rotary website.
Bequest Society Membership Card: 098-EN

11. Using Life Insurance
We have talked earlier about all of the good that funding can do for others. And I know Rotarians have big hearts. But what’s in it for you?
When I have talked to people about a bequest to the P F. The response has sometimes been “I want my kids to get it all - or - My kids will be looking for every penny”.
But what if I told you that you can have both without decreasing the amount to your family.
The Permanent Fund of the Rotary Foundation can be a tool that allows you to provide the maximum provision to your family yet at the same time allows you to help hundreds of others in need. What a legacy!
Circumstances are of course personal and you need to sit down with your advisor to find the best solution for you. The plan must be tailor made to your financial situation.
So let’s say you want your estate to go to your family and your charity of choice (i.e. The R F).
one option that is frequently overlooked is the option of life insurance.
The Rotary Foundation is named as the beneficiary of the policy. You then receive a tax receipt for the amount of the premiums you have paid.
However, the RF does not recognize the policy itself unless the individual is within fifteen years of life expectancy.
Through using life insurance to offset the taxes you would pay you are able to maximize the amount received by your family.

12. 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
Here are just a few suggestions that each of you can do to help secure tomorrow. [Read bullets]

13. Estate Division
No matter what you do, your estate will be shared between your beneficiaries and the government.

14. Estate Distribution
The addition of a charitable donation to the division of your estate does not automatically mean that the beneficiaries share is reduced by the amount of the donation. This is because you may have chosen to donate assets that have an unrealized and untaxed gain. By doing this, the government is a partner with you in reducing it’s share to be received. This is a very complex area and is something that you should discuss with your financial advisor to understand how this will affect you.

15. Thank you for your Support
As of June 2008 there are:
Over 77,000 Benefactors
Over 6,000 Bequest Society Members
Please consider becoming a supporter of the TRF Permanent Fund by leaving a personal legacy with Rotary.
We have already received significant support for our Permanent Fund from a number of Rotarians - but with over 1 million members worldwide, there is a lot of room to grow.
Your gift to the Permanent Fund truly is the gift that keeps on giving and will continue to support the great programs of our Foundation forever. If you choose the designation of “SHARE”, a portion of the earnings will go to your home district as additional District Designated Fund (DDF) in perpetuity.

16. You are a part of the Rotary Family.
Thank you
for your support
Plan now to be a part of it forever.
[After “Plan now to be a part of it forever” appears, click to launch animation – forward to last slide when the “Thank you” line appears. Read the following during the animation: ]
Just as The Rotary Foundation encourages every Rotarian to make a gift to the Annual Fund every year; I do hope that each of you will consider including The Rotary Foundation’s Permanent Fund in your estate plan … to Secure Tomorrow….

17. For additional information
“. . . we should look at the Foundation as being not something of today or tomorrow, but think of it in terms of the years and generations to come.
Rotary is a movement for the centuries.”
Arch Klumph
I hope you enjoyed this presentation. Please feel free to contact Permanent Fund Chair John Gordon, PDG Bryn Styles, Peggy Hebden. Any of these people would be more than happy to assist you.
I also have some pamphlets available if any of you are interested.