Transcript Club Presentation on Planned Giving (US only)

You are part of the Rotary Family
Be a part of it forever
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
 District
Grants
Simplified Grants
 Educational
Programs
The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow
Rotary Peace Centers
Since program was established in 2002-03:

–
–
–
–
7 Rotary Peace Centers
Over 480 fellows
From over 80 countries
$31 million awarded
In 2009-10:

–
–
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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?
2%
2%
2%
NGOs
4%
Gov agency
4%
Masters/PhD
32%
6%
Teaching
Research/academic
7%
United Nations Agencies
Other
8%
Looking for Work
Journalist
12%
20%
World Bank
Law
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 …
 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 31 2011, 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
www.rotary.org/plannedgiving.
The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow
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 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
[email protected]
407-896-8632
Or:
Debra Lowe, Major Gift Officer, Zone 34
[email protected]
407-846-0610
The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow