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)

PlannedGiving@Rotary.org