you are part of the rotary family

You are part of the Rotary FamilyYou are part of the Rotary Family

Be a part of it foreverBe a part of it forever

The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow

The Permanent FundThe Permanent Fund

Enhanced Foundation programs

since 1982Endowed fund invested permanently to

build long-term stability for Foundation’s future

Key to Foundation’s role tomorrow


A look at the Future – TodayA look at the Future – Today

Permanent Fund earnings already help support Rotary Foundation programs that advance our mission.


Humanitarian ProgramsHumanitarian Programs

Matching Grants District Simplified Grants Health, Hunger and

Humanity (3-H) Grants Volunteer Service Grants


Educational ProgramsEducational Programs

Group Study Exchange Ambassadorial Scholarship Rotary Grants for

University Teachers Rotary Centers for

International Studies


PolioPolio

PolioPlus PolioPlus Partners

“Eradication is attainable.” Luis Giay

Chairman, Board of Trustees 2006-07

The Rotary Foundation

You can help –You can help –

You can winYou can win


Four “Win” Test 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


Life Income AgreementLife 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


Charitable Gift AnnuityCharitable 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.


Deferred Charitable Gift AnnuityDeferred 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 beneficiary’s age, and the length of deferral.


Charitable Remainder TrustCharitable 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.


IllustrationsIllustrations

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


Donor Advised FundsDonor 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)


Named FundsNamed Funds

$25,000 – establishes Named Fund to provide general support for The Rotary Foundation’s programs

$50,000 – endowment for scholarships or matching grants

$150,000 – restricted endowment, a project within a program of your choice


IRA Roll-over OptionIRA 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


Testamentary GiftsTestamentary Gifts

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

Gifts that benefit The Rotary Foundation after the donor’s death.


Benefactors and RecognitionBenefactors 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


Leaving a Legacy of Hope – Leaving a Legacy of Hope – The Bequest SocietyThe 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


Bequest Society RecognitionBequest Society Recognition

Bequest Society Level 1

US$10,000 – 24,999.99 One Diamond Circle Pin


US$25,000 – 49,999.99 Two Diamond Circle Pin


US$50,000 – 99,999.99 Three Diamond Circle Pin


US$100,000 – 499,999.99 Four Diamond Circle Pin


US$500,000 – 999,999.99 Five Diamond Circle Pin


US$1,000,000 Plus Six Diamond Circle Pin


Planned Giving ResourcesPlanned Giving Resources

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


Planned Giving NewsletterPlanned Giving Newsletter

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


What Every Rotarian Can DoWhat 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


Thank you for your SupportThank 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.

You are a part You are a part of the Rotary Family.of the Rotary Family.

Plan now to be Plan now to be a part of it forever.a part of it forever.

Thank youThank you

for your supportfor your support


For additional informationFor additional information

Please contact:

Karena J. Bierman, J.D.

Senior Planned Giving Officer

(847) 866-3100 (Phone)

(847) 328-4101 (Fax)

[email protected]

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