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The Rotary Foundation Permanent Fund Rotary District

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The Rotary Foundation Permanent Fund Rotary District Powered By Docstoc
					You are part of the Rotary Family
      Be a part of it forever
      The 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 – 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 Programs


 Matching            Grants

 District        Simplified Grants




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


 Group         Study Exchange

 Ambassadorial                Scholarship

 Rotary         Peace Centers



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

 What          do the Fellows go on to do?
                          2%   2%
                2%

                                                   NGOs
                    4%
                                                   Gov agency
               4%
                                                   Masters/PhD
          6%                              32%
                                                   Teaching
                                                   Research/academic
        7%
                                                   United Nations Agencies
                                                   Other
         8%
                                                   Looking for Work
                                                   Journalist
                    12%             20%            World Bank
                                                   Law


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

You can win
                       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

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

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

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


The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow
                            Benefactors
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 –
                 The 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 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 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 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.
The Rotary Foundation Permanent Fund – Leaving a Legacy … To Secure Tomorrow
    You are a part
    Thank Family.
of the Rotaryyou

    your support
forPlan now to be
 a part of it forever.
        For additional information

Please contact:

TRF Planned Giving
(847) 866-3100 (Phone)
(847) 556-2178 (Fax)
PlannedGiving@Rotary.org


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

				
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