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MAJOR Donor and Bequests

MAJOR Donor and Bequests. Presented by Michael J. Kearns Clu ChFC Rotary Club of Fremont Warm Springs Sunrise. A Story you can tell. Polio Plus $50,000 Goal Non Rotarians gave $52,000 Worldwide cause, not just community Club of 22 members gave second largest check in district to Polio

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MAJOR Donor and Bequests

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  1. MAJOR Donor and Bequests Presented by Michael J. Kearns CluChFC Rotary Club of Fremont Warm Springs Sunrise

  2. A Story you can tell • Polio Plus • $50,000 Goal • Non Rotarians gave $52,000 • Worldwide cause, not just community • Club of 22 members gave second largest check in district to Polio • Why did this succeed? • Is Bill Gates a Rotarian?

  3. Quick Quiz • 1. What Dollar Amount is threshold of a “major donor” • $1,000 • $5,000 • $10,000 • $50,000

  4. 2. Changing the beneficiary of your life insurance to Rotary is tax deductible • True • False

  5. 3. Changing the ownership of your life insurance to Rotary can be tax deductible • True • False

  6. 4. You can gift Real Estate to Rotary • True • False

  7. 5. As a special program, Rotary can pay you a competitive income, avoid capital gains taxes, give you a current tax deduction, and reduce estate taxes • True • False

  8. 6. Major Donors are strictly Rotarians • True • False

  9. 7. The name given to the top gift to Rotary • A. Arch C. Klumph • B. Archie Bunker • C. Arch of triumph • D. None of the above

  10. 8. Life Income agreements are retirement checks given to past district governors • True • False

  11. Someone wants information on being a major donor of $10,000 or more this year? • Contact Mike Kearns 408-799-1208 • Roger Hassler

  12. Someone wants the Income agreement presentation? • Contact Mike Kearns • 408-799-1208 • Michael Dunlap, CPA, • MS TaxationZone 26 Major Gifts Officer • Michael.Dunlap@Rotary.Org(760) 715-9984

  13. Someone wants a top level presentation of what Rotary can do to assist them in their charitable giving • Michael Dunlap, CPA, MS TaxationZone 26 Major Gifts Officer • Michael.Dunlap@Rotary.Org(760) 715-9984

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