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RI District 5240 – Your Rotary Legacy Endowments – Major GiftsBrenda Cressey, Endowment / Major Gifts AdviserMichael Dunlap, Major Gift Officer10/30/2014

ROTARY DISTRICT 5240 • YOUR ROTARY LEGACY | 2

ENDOWMENTS – MAJOR GIFTS

Presentation Overview

Review of Programs

Overview of Funding Options

Types of Recognition and Gifts

Important Resource Material



The Endowment Fund is Your Rotary Legacy and its Future

Definition of an Endowment

Fund Invested Permanently Providing Stability

Key to Foundation’s Role Tomorrow

Your personal Rotary Legacy



A Look at the Future – Today

Endowment Fund

earnings help support

Rotary Foundation

programs that advance

our mission to “Do

Good in the World”!



Six Areas of Focus

Peace and Conflict Prevention/ResolutionDisease Prevention and TreatmentWater and SanitationMaternal and Child HealthBasic Education and LiteracyEconomic and Community

Development



Educational Programs

Vocational Training Teams

Rotary Scholars

Rotary Peace Centers



PolioPlus

“Rotary promised the children of the world that we would eradicate polio. We must not forget our promise.”

Robert S. ScottPast Chairman, Board of Trustees 2007-2008The Rotary Foundation


Recognition Types and Levels for Your GIFTS TO THE ROTARY FOUNDATION


$10,000 to $24,999.99 – Level 1

$25, 000 to $49,999.99 – Level 2

$50,000 to $99,999.99 – Level 3

$100,000 to $249,999.99 – Level 4

MAJOR DONOR


$10,000 to $24,999.99 – Level 1

$25, 000 to $49,999.99 – Level 2

$50,000 to $99,999.99 – Level 3

$100,000 to $249,999.99 – Level 4

$250,000 to $499,999.99 – Level 5

$500,000 to $999,999.99 – Level 6

$1,000,000 and Above – Level 7

BEQUEST SOCIETY


Trustees Circle

$250,000 to $499,999.99

Chair’s Circle

$500,000 to $999,999.99

Foundation Circle

$1,000,000 and Above*all currencies are in US dollars

ARCH C. KLUMPH SOCIETY


POLIO ERADICATION – WHY? If For No Other Reason, Our Grandchildren Are Not Safe!

Maddie

7 Year Old Polio Victim and New Artist from

Scottsdale, AZ



Types of Major Gifts

CashAppreciated Securities or AssetsGifts That Pay You or Your Heirs Life Long IncomeGifts of Life InsuranceGifts From Your EstateBeneficiary Designation in Your Retirement

AccountsOther Opportunities Are Available…


BEQUEST SOCIETY – HOW TO DEVELOP GIFTS FROM NON-ROTARIANS

Lenore Combs

An Arch Klumph Society Member



Gifts Using “Planned Giving”Did you know that with one gift a person can…

Make a Major Gift to Support Rotary Foundation

Programs

Receive Immediate Tax Benefits

Reduce or Eliminate Capital Gains Tax on Gifts of

Appreciated Property

Receive Lifetime Income for Donors or Others



Life Income Agreement

These Enable Donors to Receive Income for Life From Their Charitable GiftTypes of TRF Life Income Agreements Available :

Charitable Gift Annuity*Deferred Charitable Gift Annuity*Charitable Remainder Annuity TrustCharitable Remainder UnitrustPooled Income Fund* Not Currently Available in HI and CA



Illustrations

Visit the Planned Giving pages on the Rotary.org Website and You Can Prepare Your Own Illustration


ARE YOUR CHILDREN READY TO MANAGE YOUR ESTATE?



Donor Advised Funds (DAF)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. Consider as an alternative or addition to a club foundation.

Individual Account – One account-holder and a spouse, possibility of transferring account-holder status to child or children.



Upgrade Strategies

Encourage Benefactors to Become Bequest Society MembersEncourage Bequest Society Members to Contribute

a Major Gift or Participate in Planned GivingEncourage Major Donors to the Next Recognition

Level and Become a Bequest Society MemberEncourage Bequest Society Members to Move to

the Next Recognition Level and Establish Named Funds



Resources

Rotary.org WebsiteGift and Estate Planning ProfessionalsYour District Major Gift Chair and Your Zone

EMGA and MGO – Brenda and MikeRegister for Member AccessAccess ReportsAccess Your Donor History ReportVisit the PlannedGiving.org PagesLearn More About Ways to Give and Legacy Gifts



Planned Giving Newsletter

VISIONS is a semi-annual Planned Giving publication, available for download on the Rotary website. Sign up for it thru member access.


CONTACT INFO

Your Rotary Legacy

Gifts to the Endowment Fund will Secure our Foundation’s Future!

Michael Dunlap, Major Gift Officer RI Zone [email protected]

847-859-7541Brenda Cressey, Endowment/Major Gift Adviser RI Zone 26

[email protected]

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