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Your Legacy, Rotary’s Promise

Discover the Endowment Fund by Rotary Foundation and how your investments can make a lasting impact on causes like clean water, education, disease prevention, and more. Join us at the 2019-2020 Membership and Foundation Seminars in Bali. Explore major gift options and tax-wise gift choices to shape your long-term philanthropic goals. Your legacy can change the world - let's make it happen!

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Your Legacy, Rotary’s Promise

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  1. Your Legacy, Rotary’s Promise The Endowment Fund 2019-2020 Membership and Foundation Seminars IPDG Win Schoneman; PHF, PHS

  2. The Endowment Fundof The Rotary Foundation • The Endowment Fund – what is it? • What is the return on my investment? • Endowment Fund investment options… • What do you want your Rotary legacy to be?

  3. ProvidingClean Water, Sanitation and Hygiene SupportingEducation FightingDisease Saving Mothersand Children GrowingLocal Economies PromotingPeace

  4. Bali - October 2019 Bali Blood BankJodie O’Shea House      Kolewa Foundation                       Puspadi Bali Foundation  

  5. Your gifts to The Rotary Foundation’sEndowment can make a difference

  6. The Endowment Fund2025 by 2025 The Rotary Foundation established an endowment in 1982, now known as the Endowment Fund, to ensure a strong future for the Foundation by providing a continuous stream of income to meet the increasing demand for Foundation programs in perpetuity. Contributions to the Endowment Fund are invested and a portion of the income, as determined annually by the Trustees, is made available for spending. 6

  7. 2025 by 2025 7

  8. 2025 by 2025 8

  9. 2025 by 2025District 5000 • Total Endowed Funds: 8 • Market Value: $3,589,232 Total Endowed share funds available to district 2019-2020 = $22,000.00 + adding over $11,000.00 to district grants 9

  10. Major Gift Options

  11. 2025 by 2025 $1,000,000 - Discuss your gift with The Rotary Foundation of Rotary International. $500,000 - Global Grant Endowed Fund with optional geographic location • $250,000 - Global Grant Endowed Fund in one of Rotary’s areas of focus. $100,000 - Area of Focus Endowed Fund to global grant • $25,000 Named Endowed Fund Provides general support to the World Fund, SHARE, or Rotary Peace Centers. 11

  12. Gifts to the Endowment canbe customized tofit your long-term philanthropic goals

  13. US Tax-wise Gift Options 14

  14. CharitableGift Annuity and CharitableRemainder Trust

  15. Retirement Accounts

  16. Donor Advised Fund

  17. “ “ Rotary’s tomorrowdependson what we dotoday. – Arch C. Klumph

  18. District 5000

  19. 2025 by 2025 Give 10% 20

  20. How will your legacy change the world?

  21. Thank You!

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