RI District 5240 Your Rotary Legacy
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1 RI District 5240 Your Rotary Legacy Endowments Major Gifts Brenda Cressey, Endowment / Major Gifts Adviser Michael Dunlap, Major Gift Officer 10/30/2014
2 Presentation Overview Review of Programs Overview of Funding Options Types of Recognition and Gifts Important Resource Material ROTARY DISTRICT 5240 YOUR ROTARY LEGACY 2
3 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 ROTARY DISTRICT 5240 YOUR ROTARY LEGACY 3
4 A Look at the Future Today Endowment Fund earnings help support Rotary Foundation programs that advance our mission to Do Good in the World! ROTARY DISTRICT 5240 YOUR ROTARY LEGACY 4
5 Six Areas of Focus Peace and Conflict Prevention/Resolution Disease Prevention and Treatment Water and Sanitation Maternal and Child Health Basic Education and Literacy Economic and Community Development ROTARY DISTRICT 5240 YOUR ROTARY LEGACY 5
6 Educational Programs Vocational Training Teams Rotary Scholars Rotary Peace Centers ROTARY DISTRICT 5240 YOUR ROTARY LEGACY 6
7 PolioPlus Rotary promised the children of the world that we would eradicate polio. We must not forget our promise. Robert S. Scott Past Chairman, Board of Trustees The Rotary Foundation ROTARY DISTRICT 5240 YOUR ROTARY LEGACY 7
8 Recognition Types and Levels for Your GIFTS TO THE ROTARY FOUNDATION ROTARY DISTRICT 5240 YOUR ROTARY LEGACY 8
9 MAJOR DONOR $10,000 to $24, Level 1 $25, 000 to $49, Level 2 $50,000 to $99, Level 3 $100,000 to $249, Level 4 ROTARY DISTRICT 5240 YOUR ROTARY LEGACY 9
10 BEQUEST SOCIETY $10,000 to $24, Level 1 $25, 000 to $49, Level 2 $50,000 to $99, Level 3 $100,000 to $249, Level 4 $250,000 to $499, Level 5 $500,000 to $999, Level 6 $1,000,000 and Above Level 7 ROTARY DISTRICT 5240 YOUR ROTARY LEGACY 10
11 ARCH C. KLUMPH SOCIETY Trustees Circle $250,000 to $499, Chair s Circle $500,000 to $999, Foundation Circle $1,000,000 and Above *all currencies are in US dollars ROTARY DISTRICT 5240 YOUR ROTARY LEGACY 11
12 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 ROTARY DISTRICT 5240 YOUR ROTARY LEGACY 12
13 Types of Major Gifts Cash Appreciated Securities or Assets Gifts That Pay You or Your Heirs Life Long Income Gifts of Life Insurance Gifts From Your Estate Beneficiary Designation in Your Retirement Accounts Other Opportunities Are Available ROTARY DISTRICT 5240 YOUR ROTARY LEGACY 13
14 BEQUEST SOCIETY HOW TO DEVELOP GIFTS FROM NON-ROTARIANS Lenore Combs An Arch Klumph Society Member ROTARY DISTRICT 5240 YOUR ROTARY LEGACY 14
15 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 ROTARY DISTRICT 5240 YOUR ROTARY LEGACY 15
16 Life Income Agreement These Enable Donors to Receive Income for Life From Their Charitable Gift Types of TRF Life Income Agreements Available : Charitable Gift Annuity* Deferred Charitable Gift Annuity* Charitable Remainder Annuity Trust Charitable Remainder Unitrust Pooled Income Fund * Not Currently Available in HI and CA ROTARY DISTRICT 5240 YOUR ROTARY LEGACY 16
17 Illustrations Visit the Planned Giving pages on the Rotary.org Website and You Can Prepare Your Own Illustration ROTARY DISTRICT 5240 YOUR ROTARY LEGACY 17
18 ARE YOUR CHILDREN READY TO MANAGE YOUR ESTATE? ROTARY DISTRICT 5240 YOUR ROTARY LEGACY 18
19 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 accountholders 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. ROTARY DISTRICT 5240 YOUR ROTARY LEGACY 19
20 Upgrade Strategies Encourage Benefactors to Become Bequest Society Members Encourage Bequest Society Members to Contribute a Major Gift or Participate in Planned Giving Encourage Major Donors to the Next Recognition Level and Become a Bequest Society Member Encourage Bequest Society Members to Move to the Next Recognition Level and Establish Named Funds ROTARY DISTRICT 5240 YOUR ROTARY LEGACY 20
21 Resources Rotary.org Website Gift and Estate Planning Professionals Your District Major Gift Chair and Your Zone EMGA and MGO Brenda and Mike Register for Member Access Access Reports Access Your Donor History Report Visit the PlannedGiving.org Pages Learn More About Ways to Give and Legacy Gifts ROTARY DISTRICT 5240 YOUR ROTARY LEGACY 21
22 Planned Giving Newsletter VISIONS is a semiannual Planned Giving publication, available for download on the Rotary website. Sign up for it thru member access. ROTARY DISTRICT 5240 YOUR ROTARY LEGACY 22
23 CONTACT INFO Your Rotary Legacy Gifts to the Endowment Fund will Secure our Foundation s Future! Michael Dunlap, Major Gift Officer RI Zone 26 Michael.Dunlap@rotary.org Brenda Cressey, Endowment/Major Gift Adviser RI Zone 26 rotarybrenda@gmail.com ROTARY DISTRICT 5240 YOUR ROTARY LEGACY 23
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