You are part of the Rotary Family

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

2. WHAT ARE THOSE MEMBERS CLASSIFICATIONS? “EACH ROTARIAN: REACH ONE, KEEP ONE” 8341 - 0073

3. 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

4. Major Donors D-7610 James H. Babcock Goudarz and Ellen Bakhtiar John A. + and Janet R. Bohm John E. and Saundra Bouchard J. Charles and Janice L. Bowden Thurman Campbell William B. Clopton John H. Coker, Jr. C. Barrie Cook Stephen K. and Marla Cook Charles A. and Jerry C. Crenshaw Van + and Priscilla Cunningham Charles N. and Nita D. Davidson Ammon G. Dunton, Sr. Richard Dwyer William C. Frogale Robert L. and Barbara A. Hahne Hugh R. and Barbara Heishman Edward B. and Nina M. Holman John W. Holtzclaw Robert Houston Hovis III William C. and Eleanor Howlett Norman F. and Helen D. + Kloker Burton E. and Kathryne M. Lamkin John W. Leonard Donald A. + and Margaret LoweryGeorge R. Marion Kim and Le-Nhung McLeland Thomas W. McMillan David S. and Mary A. Mercer Scott A. and Kim E. Mills Nelda S. Mohr Edward R. Mooney, Jr. Thomas L. and Anne T. Neuman David H. Ogden Mark Osborn Peter G. and Ethel F. Petro Thomas R. and Eleanor Pocock Eugene J. Rackel Edward and Geraldine Shahin Lloyd J. + and Anne E. Stiegman James W. Timberlake V John B. Wake George Truman Ward Donald L. Wellen Travis W. and Margarett I. White Perry Winston Bernard H. Zeavin Edward C. and Nancy L. Connor Sandra L. and W. Donald Duckworth Thomas J. Fannon Cecile Y. and Robert A. Fleming, Jr. Ben G. Higdon Dixie and Jack Scott + Kenyon, Sr. Scott O. Found William B. and Cecile B. Kelly Glenn R. Noffsinger, Kenneth G. and Delores L. George and Marian Atwell Haskell W. and Willa L. Smith Charles S. + and Jean G. Ylonen Vance S. Zavela and Jean L. Schiro-Zavela Owen C. Shull

5. BEQUEST SOCIETY D-7610 Richard C. Abbott Stephen R. Aycock F. S. Woodruff Bentley, Sr. Thomas A. Bowman, Jr. Douthard R. and Jewel Scott W. Carpenter Stephen K. CookRichard J. Dickson Scott O. Found William H. Ginn, Jr. Mark C. Humphrey PJ Humphrey Carole S. Jackson William F. Jarrett Magdalene Johnson-Obaji William M. King Burton E. and Kathryne M. Lamkin, Howard L. Manas George Ron Marion Suzanne P. McDougall John and Norma McKone Francis C. McLearen ScottA. Mills and Kim E. Mills Patrick and Jacqueline Mullins Bobbac Oveissi Susan and Raymond Petniunas Bilal and Tin Nu Raschid Gant Redmon Judy L. Redpath Patricia H. Rhoads Leonard R. and Blanche H. Scharf LeRoy S. Strohl III Kenneth G. and Delores L. Tillman James William Timberlake V Scott K. Ward Karen A. Wayne Roy A. Werner Dr. Marilyn A. Williamson Sandra L. and W. Donald Duckworth Thomas L. and Anne T. Neuman David H. Ogden James F. Purdon Karey J. Starnes Don and Chris Owens Charles S. + and Jean G. Ylonen Owen C. Shull

6. WHO WERE THOSE PEOPLE? • Look a lot like you and me • Have their own affairs in order • Have a real commitment to Rotary • Want to make a difference • Gain peer acceptance • Satisfy a need for recognition • Support religious beliefs • Express gratitude for services received

7. A look at the Future – Today Permanent Fund earnings already help support Rotary Foundation programs that advance our mission.

8. Humanitarian Programs • Matching Grants • District Simplified Grants • Health, Hunger and Humanity (3-H) Grants

9. Educational Programs • Group Study Exchange • Ambassadorial Scholarship • Rotary Centers for International Studies

10. Polio • PolioPlus – Help meet Rotary’s $200 Million Challenge “Eradication is attainable.” Luis Giay Chairman, Board of Trustees 2006-07 The Rotary Foundation

11. 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

12. Life Income Agreement • 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

13. 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.

14. Deferred Charitable Gift Annuity Just like Charitable Gift Annuities, but: • Payments are postponed for a specified period of time, which is at least one year after the date of the gift. • Size of payment depends on the amount transferred, income beneficiary’s age, and the length of deferral.

15. 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. • The trust will pay income at an agreed upon rate minimally 5% of the initial principal. • 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.

16. Named Funds • $25,000 – establishes Named Fund to provide general support for The Rotary Foundation’s programs • $50,000 – endowed fund for Rotary Centers general support • $150,000 – restricted endowment, a project within a program of your choice

17. IRA Roll-over Option • 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 • This gift can be made without increasing federal gross income for that tax year • This option is only available until 31 Dec 2009 unless Congress extends the current law

18. 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.

19. Almost Automatic! • 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

20. BENEFACTOR

21. 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

22. Planned Giving Resources www.rotary.org/newsroom/downloadcenter/foundation/development.html

23. Planned Giving Newsletter VISIONS is a semi-annual Planned Giving publication, available for download on the Rotary website.

24. For additional information TRF Evanston Contact: Jackie McGuire Major Gifts Officer (847) 866-4450 (Phone) (847) 328-5260 (Fax) jackie.mcguire@rotary.org

25. For additional information Zone 33 Contact: Jim Pierce ARRFC (H) 757-345-3721 (O) 757-220-5109 james_pierce@ml.com

26. For additional information District 7610 Contact: John J. Holler,Jr. Permanent Fund Chair (H) 703- 443-2181 (O) 703-279-8611 john.holler@longandfoster.com

27. It’s a great time for fundraising!

28. Robert F. Sharpe, Jr.President Sharpe Group, Tenn. “… may seem self evident … charitable giving wane under economic pressure. However, history tells otherwise. American philanthropy forged nearly continuous growth for the past 4 decades through every economic climate.”