You are part of the Rotary Family

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You are part of the Rotary Family
Be a part of it forever
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The Permanent Fund

• Enhanced Foundation programs
• since 1982
• Endowed fund invested permanently to build
  long-term stability for Foundations future
• Key to Foundations role tomorrow

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

• Matching Grants
• District Simplified Grants
• Health, Hunger and
• Humanity (3-H) Grants
• Volunteer Service Grants

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Educational Programs

• Group Study Exchange
• Ambassadorial Scholarship
• Rotary Grants for
• University Teachers
• Rotary Centers for
• International Studies

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Polio

• PolioPlus
• PolioPlus Partners
• Eradication is attainable.
• Luis Giay
• Chairman, Board of Trustees 2006-07
• The Rotary Foundation

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You can help

• You can win

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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

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Life Income Agreement

• A Life Income Agreement enables donors to receive
  income for life from their charitable gift.
• Types of Life Income Agreements available through
  TRF
• Charitable Gift Annuity
• Deferred Charitable Gift Annuity
• Charitable Remainder Annuity Trust
• Charitable Remainder Unitrust
• Lead Trust
• Pooled Income Fund

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Charitable Gift Annuity

• A donor makes a gift in cash or publicly traded
  securities and in return receives regular
  payments for life that never change in size or
  frequency, regardless of changes in the economy.

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Deferred Charitable Gift Annuity

• Just like Charitable Gift Annuities, but
• Payments are postponed for a specified period of
  time, which is at least one year after the date
  of the gift.
• Size of payment depends on the amount
  transferred, income beneficiarys age, and the
  length of deferral.

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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.
• The trust will pay income at an agreed upon rate
  minimally 5 of the initial principal.
• 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.

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Illustrations

• Planned Giving staff can prepare a Life Income
  Agreement benefits illustration for you

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Donor Advised Funds

• Establishing a DAF is like having a private
  foundation without the hassles and paperwork that
  go along with operating one.
• Group account (From two to four account-holders,
  expected to last in perpetuity)
• Individual account (One account-holder and a
  spouse, possibility of transferring
  account-holder status to child or children,
  remainder to charity)

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Named Funds

• 25,000 establishes Named Fund to provide
  general support for The Rotary Foundations
  programs
• 50,000 endowment for scholarships or matching
  grants
• 150,000 restricted endowment, a project within
  a program of your choice

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IRA Roll-over Option

• Individuals who are 70 ½ at the time of the gift
  may annually donate up to 100,000 from their
  Individual Retirement Account (IRA) directly to
  The Rotary Foundation
• This gift can be made without increasing federal
  gross income for that tax year
• Available from now until 31 December 2007 only

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Testamentary Gifts
Gifts that benefit The Rotary Foundation after
the donors death.

• Testamentary Gift options
• Benefactor
• Bequest Society
• Making a gift of Life Insurance

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Benefactors and Recognition

• 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
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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
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Bequest Society Recognition

• Bequest Society Level 1
• US10,000 24,999.99 One Diamond Circle Pin
• Bequest Society Level 2
• US25,000 49,999.99 Two Diamond Circle Pin
• Bequest Society Level 3
• US50,000 99,999.99 Three Diamond Circle Pin
• Bequest Society Level 4
• US100,000 499,999.99 Four Diamond Circle
  Pin
• Bequest Society Level 5
• US500,000 999,999.99 Five Diamond Circle
  Pin
• Bequest Society Level 6
• US1,000,000 Plus Six Diamond Circle Pin

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Planned Giving Resources

• www.rotary.org/newsroom/downloadcenter/foundation/
  development.html

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Planned Giving Newsletter

• VISIONS is a semi-annual Planned Giving
  publication, available for download on the Rotary
  website.

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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

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Thank you for your Support

• As of December 2006 there are
• Over 72,000 Benefactors
• Over 5,000 Bequest Society Members

Please consider becoming a supporter of the TRF
Permanent Fund by leaving a personal legacy with
Rotary.
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You are a part of the Rotary Family.
Thank you for your support
Plan now to be a part of it forever.
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For additional information

• Please contact
• Karena J. Bierman, J.D.
• Senior Planned Giving Officer
• [phone] (Phone)
• [phone] (Fax)
• Karena.Bierman_at_rotary.org