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 Accept Valid Criticism or … or … Do Both Do What You Have to Do 5

3. The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow Remember, Mums the Word on What I Did…

4. 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

5. The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow Bill Billings D-7600 Permanent Fund Chair  Rotarians don’t have to part with a penny!  Rotary won’t spend any of the money they receive!

6. 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

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

8. The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow ANY PROFESSIONALS IN THE BUILDING

9. 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

10. 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

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 What D-7610 Can Do? EMULATE

13. The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow For additional information Please contact: Jackie McGuire Major Gifts Officer (847) 866-4450 (Phone) (847) 328-5260 (Fax) jackie.mcguire@rotary.org Did it under 5 minutes. Or maybe not

14. The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow For additional information Zone 33 Contact: Jim Pierce ARRFC (H) 757-345-3721 (O) 757-220-5109 james_pierce@ml.com

15. The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow Plan now to be a part of it forever. Thank you for your support