the gift & estate planning professionals (gepp) group

Gift and Estate Planning Professionals | 1

The Gift and Estate Planning Professionals Group

Frank Goldberg, Past RI Director

Karena Bierman, Director of Gift Planning

Peter Doetschman, Senior Planned Giving Officer

Nancy Hoffman, Planned Giving Officer

HOW TO PARTICIPATE TODAY

• Open and close your panel

• View, select, and test your

audio

• Submit text questions


Frank N. Goldberg (Rotary Club of Omaha-Suburban)

• Director, Rotary International, 2005-07

• RI Treasurer, 2006-07

• Endowment/Major Gift Advisor, 2014-16

• Chair, RI Finance Committee, 2007-10

• Certified Public Accountant, member of the AICPA and NSCPA


Your Planned Giving Team


Poll Question

What is your Rotary role?

_I am a member of the GEPP Group

_I am thinking of joining the GEPP Group

_I am a District or Zone leader

_I am not a Rotarian


What is the GEPP Group?

A fellowship of reputable professionals supporting the long-term health of the Foundation.

You have the technical expertise to help Rotarians achieve their financial and charitable goals.

Rotary will identify you as a volunteer resource and give you the tools you will need to assist Rotarians who are considering a gift to Rotary’s Endowment.


Expectations

Allow Rotary to share your name as a resource

Abide by the GEPP code of conduct

Understand Rotary’s gift acceptance policy

Keep donor information confidential

Know your Zone Team members – who are here to help you


Best Practices

Learn about Rotary’s

Endowment

Know about Endowment

naming opportunities

Understand Donor

Recognition

Bequest Society

Major Donor/

Arch C. Klumph Society

Be able to identify your

Planned Giving Officer

Review the menu of gift

planning options


Opportunities

Share the benefits of giving through

Rotary with charitably minded

Rotarians

Make presentations and distribute promotional

materials

Encourage qualified professionals to join

the GEPP Group

Consider making your own estate or

life income gift

Identify planned giving prospects for

staff


Rotary Resources to Support Your Efforts

• GEPP Membership Guide

• Emphasis on Planned Giving

– A monthly e-newsletter

• Staff provide technical assistance with any gift to Rotary

• www.rotary.org/plannedgiving

http://www.rotary.org/plannedgiving


Overview of Rotary’s Endowment Fund


Rotarians May Designate How Spendable Earnings Will Be Used

General support—World Fund

Support projects in a particular area of focus

Support Foundation projects and your district – SHARE


Endowment Fund Statistics

• Goal: $1 Billion by 2017

• As of 31 March 2014:

Net Assets: $328.0 M

Expectancies: $559.5 M

Total $887.5 M


The Power of Endowment Giving


Bequests


How Can I Best Help Promote Rotary’s Endowment?

Help others include a gift to Rotary in their estate plan

(Bequest Society)

Most important source of

Endowment gifts

Anyone can do it

No geographical limitations

Don’t forget beneficiary

designations

Encourage Rotarians to be

recognized by the district


Poll question

What is your professional designation?

_Accountant

_Attorney

_Financial Planner

_Fundraiser

_Insurance Agent

_Other


Additional Planned Giving Options in the U.S.


Life Income Agreements

All Life Income Agreements offer:

- tax benefits

- lifetime payments

- Major Donor and Arch C. Klumph Society recognition

- the ability to maximize appreciated assets

Charitable Remainder Trusts

Charitable Gift Annuities


Donor Advised Fund


Named Funds


Naming Opportunities

$25,000: Support

World Fund or SHARE or Peace Centers

$100,000: Support an

Area of Focus

$250,000: Support Area

of Focus projects from

a district

$500,000: Establish an

Endowed Rotary World

Peace Fellowship

$1,000,000: Work with

TRF to meet your

philanthropic goals


Recognition


Benefactor and Bequest Society Recognition

Gifts that are funded after the donor’s death

A Benefactor is an individual that has made a provision in their estate plan, or made an outright

gift of $1,000 to Rotary’s Endowment Fund.

A Bequest Society member is an individual or couple that has made a provision in their estate plan to gift a

minimum $10,000 to The Rotary Foundation.


Thank you for your support!

As of 31 March 2014 there are:

•Approximately 92,400 Benefactor commitments •Approximately 9,875 Bequest Society commitments

(The total number of Rotarians worldwide exceeds 1.2 million)


Major Donor Recognition

Major Donor Arch Klumph Society

$10,000 to $24,999 Level One

$25,000 to $49,999 Level Two

$50,000 to $99,999 Level Three

$100,000 to $249,999 Level Four

$250,000 to $499,999 Trustee’s Circle

$500,000 to $999,999 Chair’s Circle

$1 Million + Foundation Circle


Takeaway

GEPP Group Stats: 400 members (goal is 500 by July 2014) 12 countries


Planned Giving Website

www.rotary.org/plannedgiving


Questions?


Your Planned Giving Team

Karena J. Bierman, JD

Director of Gift Planning

Peter Doetschman, Zones 25-26, 29-31

Senior Planned Giving Officer

Nancy Hoffman, Zones 21B, 27-28, 32-24

Planned Giving Officer

[email protected]

+1-847-866-3100

the gift & estate planning professionals (gepp) group

Investor Relations

outright gift

menu of gift planning

qualified professionals

life income gift

endowmentmajor gift

rotarys gift acceptance

estate plan bequest

rotary foundation