RI District 5240 – Your Rotary...
Transcript of RI District 5240 – Your Rotary...
RI District 5240 – Your Rotary Legacy Endowments – Major GiftsBrenda Cressey, Endowment / Major Gifts AdviserMichael Dunlap, Major Gift Officer10/30/2014
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ENDOWMENTS – MAJOR GIFTS
Presentation Overview
Review of Programs
Overview of Funding Options
Types of Recognition and Gifts
Important Resource Material
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ENDOWMENTS – MAJOR GIFTS
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
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ENDOWMENTS – MAJOR GIFTS
A Look at the Future – Today
Endowment Fund
earnings help support
Rotary Foundation
programs that advance
our mission to “Do
Good in the World”!
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ENDOWMENTS – MAJOR GIFTS
Six Areas of Focus
Peace and Conflict Prevention/ResolutionDisease Prevention and TreatmentWater and SanitationMaternal and Child HealthBasic Education and LiteracyEconomic and Community
Development
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ENDOWMENTS – MAJOR GIFTS
Educational Programs
Vocational Training Teams
Rotary Scholars
Rotary Peace Centers
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ENDOWMENTS – MAJOR GIFTS
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
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Recognition Types and Levels for Your GIFTS TO THE ROTARY FOUNDATION
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$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
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$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
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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
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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
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ENDOWMENTS – MAJOR GIFTS
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…
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BEQUEST SOCIETY – HOW TO DEVELOP GIFTS FROM NON-ROTARIANS
Lenore Combs
An Arch Klumph Society Member
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ENDOWMENTS – MAJOR GIFTS
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
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ENDOWMENTS – MAJOR GIFTS
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
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ENDOWMENTS – MAJOR GIFTS
Illustrations
Visit the Planned Giving pages on the Rotary.org Website and You Can Prepare Your Own Illustration
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ARE YOUR CHILDREN READY TO MANAGE YOUR ESTATE?
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ENDOWMENTS – MAJOR GIFTS
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.
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ENDOWMENTS – MAJOR GIFTS
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
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ENDOWMENTS – MAJOR GIFTS
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
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ENDOWMENTS – MAJOR 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.
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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