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You are part of the Rotary Family

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. A look at the Future – Today.

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You are part of the Rotary Family

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

  2. The Permanent Fund • Endowed fund invested permanently to build long-term stability for Foundation’s future • Key to Foundation’s role tomorrow

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

  4. Humanitarian Programs • Matching Grants • District Simplified Grants

  5. Matching Grants • Since program was established in 1965: • Over 33,000 MGs • 201 countries and geographical areas • $397 million awarded • In 2009-10: • 2,215 grants approved • 122 countries • $34.9 million awarded

  6. District Simplified Grants • Since program was established in 2003-04: • Over 2,700 grants awarded • 514 districts in 80 countries • $43 million awarded • In 2009-10: • 406 grants approved • $7.9 million awarded

  7. Educational Programs • Group Study Exchange • Ambassadorial Scholarship • Rotary Peace Centers

  8. Group Study Exchange • Since program was established in 1965: • Over 69,000 individuals (14,674 teams) • From 104 countries • $110 million awarded • In 2009-10: • 568 teams traveled abroad • $4.5 million awarded

  9. Ambassadorial Scholarships • Since program was established in 1947: • 40,000 scholars • From over 130 countries • $532 million awarded • In 2009-10: • 710 scholars from 52 countries • Studied in 73 countries • $14.7 million awarded

  10. 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: • 52 Peace Fellowships • From 29 countries • $3.5 million awarded

  11. Rotary Peace Fellows • What do the Fellows go on to do?

  12. You can help – You can win

  13. 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

  14. 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.

  15. 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.

  16. 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.

  17. 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.

  18. 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

  19. 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

  20. 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

  21. 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.

  22. Thank you for your Support As of 30 June 2011 there are: • More than 86,000 Benefactors • More than 8,000 Bequest Society Members Please consider becoming a supporter of the TRF Permanent Fund by leaving a personal legacy with Rotary.

  23. You are a part of the Rotary Family. Thank you for your support Plan now to be a part of it forever.

  24. For additional information Please contact: TRF Planned Giving (847) 866-3100 (Phone) (847) 556-2178 (Fax) PlannedGiving@Rotary.org

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