you are part of the rotary family be a part of it forever
TRANSCRIPT
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
Endowed fund invested permanently to build long-term stability for Foundation’s future
Key to Foundation’s role tomorrow
The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure 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.
The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow
Humanitarian ProgramsHumanitarian Programs
Matching Grants
District Simplified Grants
The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow
Matching GrantsMatching Grants
Since program was established in 1965:– Over 33,000 MGs– 201 countries and geographical areas– $397 million awarded
In 2009-10:– 2,215 grants approved– 122 countries– $34.9 million awarded
The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow
District Simplified GrantsDistrict Simplified Grants
Since program was established in 2003-04:– Over 2,700 grants awarded– 514 districts in 80 countries– $43 million awarded
In 2009-10:– 406 grants approved– $7.9 million awarded
The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow
Educational ProgramsEducational Programs
Group Study Exchange
Ambassadorial Scholarship
Rotary Peace Centers
The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow
Group Study ExchangeGroup Study Exchange
Since program was established in 1965:– Over 69,000 individuals (14,674 teams)– From 104 countries– $110 million awarded
In 2009-10:– 568 teams traveled abroad– $4.5 million awarded
The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow
Ambassadorial ScholarshipsAmbassadorial Scholarships
Since program was established in 1947:– 40,000 scholars– From over 130 countries– $532 million awarded
In 2009-10:– 710 scholars from 52 countries– Studied in 73 countries– $14.7 million awarded
The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow
Rotary Peace CentersRotary Peace Centers
Since program was established in 2002-03:– 7 Rotary Peace Centers– Over 480 fellows – From over 80 countries– $31 million awarded
In 2009-10:– 52 Peace Fellowships– From 29 countries– $3.5 million awarded
The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow
Rotary Peace FellowsRotary Peace Fellows
What do the Fellows go on to do?
12%
8%
6%
2%2%
7%
20%
32%
4%
4%
2%
NGOs
Gov agency
Masters/PhD
Teaching
Research/academic
United Nations Agencies
Other
Looking for Work
Journalist
World Bank
Law
You can help –You can help –
You can winYou can win
The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow
Four “Win” TestFour “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
The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow
Charitable Gift AnnuityCharitable Gift Annuity
A donor makes a gift in cash or publicly traded securities and in return receives fixed payments for life that never change in size or frequency, regardless of changes in the economy.
The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow
Deferred Charitable Gift AnnuityDeferred Charitable Gift Annuity
Just like Charitable Gift Annuities, but: Payments are postponed for a specified period
of time The size of payment and deduction increases
with the length of deferral.
The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow
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.
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.
The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow
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.
The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow
BenefactorsBenefactors
A Benefactor is an individual or couple that has made a provision in their estate plan, or made an outright gift of 1,000 to The Rotary Foundation’s Permanent Fund.
Benefactor Commitment Card: 149-EN
The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow
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
The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow
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
The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow
IRA Charitable RolloverIRA Charitable Rollover
Until December 31 2011, Individuals 70 ½ or older can transfer up to $100,000 from an IRA to charity without federal tax implications.
This allows individuals to make larger gifts, use their Required Minimum Distribution for a good cause and minimize the impact on taxes.
Consult your advisor and use our forms at www.rotary.org/plannedgiving.
The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow
Thank you for your SupportThank you for your Support
As of 30 June 2011 there are: More than 86,000 Benefactors More than 8,000 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
The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow
For additional informationFor additional information
Please contact:
TRF Planned Giving
(847) 866-3100 (Phone)
(847) 556-2178 (Fax)