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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 • Educational Programs

  5. 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

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

  7. You can help – You can win

  8. 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

  9. 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.

  10. 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.

  11. 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.

  12. 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.

  13. 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.

  14. 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

  15. 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

  16. 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

  17. 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.

  18. For additional information Please contact: PDG George Huffman Grhuffman@earthlink.net 407-896-8632 Or: Debra Lowe, Major Gift Officer, Zone 34 Debra.lowe@rotary.org 407-846-0610

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