1 / 15

You are part of the Rotary Family

Invest in the Rotary Foundation's Permanent Fund to ensure long-term stability and support programs in Peace, Health, Education, Development, and Humanitarian aid. Explore naming opportunities and legacy gifts to be a lasting part of the Rotary mission.

jamesanderson
Download Presentation

You are part of the Rotary Family

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  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. Areas of Focus Peace and Conflict Resolution/Prevention Disease Prevention and Treatment Water and Sanitation Maternal and Child Health Basic Education and Literacy Economic and Community Development

  5. Humanitarian Programs • Matching Grants • District Simplified Grants or • Global Grants • District Grants

  6. Educational Programs • Group Study Exchange • Ambassadorial Scholarships • District and Global Grants • Rotary Centers for International Studies in Peace and Conflict Resolution

  7. Endowed Naming Opportunities (in US$) $25,000 – earnings support SHARE or World Fund $50,000 – general support to Rotary Centers $100,000 – general support of an area of focus $250,000 – earnings support donor’s district participation in Global Grants $500,000 – area of focus and a geographic preference or; – endows a Rotary Peace Fellow $1,000,000 – individually crafted with increase in specificity

  8. Personal outright or cumulative gifts of US$10,000 or more to the Foundation Cash, life income agreements, bequests, real estate, or securities Major Donor

  9. 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.

  10. Arch C. Klumph Society • Trustees CircleUS$250,000 to 499,999.99 • Chair’s Circle$500,000 to 999,999.99 • Foundation Circle$1 million and above

  11. Benefactors • 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

  12. 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

  13. 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

  14. Thank you for your Support As of June 2010 there are: • More than 83,000 Benefactors • More than 7,000 Bequest Society Members Please consider becoming a supporter of the TRF Permanent Fund by leaving a personal legacy with Rotary.

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

More Related