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1TRF PRESENTATION FOR D5000FINANCIAL AND ESTATE PLANNERSEngaging Rotary to Open Opportunities
2TRF Major Gifts and Endowment TeamTom YuzerEndowment/Major GiftAdviserErin GroblePlanned Giving OfficerBeth GarrowRegional Major GiftOfficer
3THE ROTARYFOUNDATIONA charity you can trustRotarians raised 395.1 millionfor theFoundation
4ROTARY’SIMPACT
5OUR CAUSESPROVIDINGCLEAN WATERSUPPORTINGEDUCATIONFIGHTINGDISEASESAVING MOTHERSAND CHILDRENGROWINGLOCAL ECONOMIESPROMOTINGPEACE
6POLIO PLUSWith your help, we canend polio for good.99.9%
7OPPORTUNITIES TO SUPPORT TRFAnnual FundSupporting Communities TodayDirected GiftsSupporting Global Grants and Areas of FocusPolioPlusPolio Eradication - TRF’s Primary InitiativeAll gifts matched 2:1 by The Bill and Melinda Gates FoundationEndowment FundSecuring the Future
8“Through theEndowment, eachindividual has a voicein Rotary’s promise ofa better world.”Naomi WilliamsRotary Club of Gainesville, FL
9YOUR LEGACY, ROTARY’S PROMISEThe Endowment secures Rotary’s future byensuring funding for our programs in perpetuitySAVING MOTHERSAND CHILDRENGROWINGLOCAL ECONOMIESPROMOTINGPEACE
10YOUR LEGACY, ROTARY’S PROMISE 50 Million 15.5 Million 7.5 Million200820082019201920252025
11YOUR LEGACY, ROTARY’S PROMISE
12NAMEDENDOWEDFUNDSCustomize your Rotary Legacy Gifts of 25,000 Specify the purpose of your gift Name your fund as your personal legacy inhonor of a loved one Inspire others to plan their own Rotarylegacy
13RECOGNITIONOutright gifts and gifts that provideincome have the following recognition Major Donor ( 10,000 ) Arch Klumph Society ( 250,000 )Commitments for future estate gifts areafforded the following recognition levels The Bequest Society ( 10,000 ) Legacy Society ( 1,000,000 )
14GIFT PLANNINGOPPORTUNITIES
15GIFT PLANNING OPPORTUNITIESBequestsAppreciated SecuritiesCharitable Remainder TrustsRetirement AssetsDonor Advised Funds
16BEQUESTSRevocable commitment fora future gift by namingRotary in your estate planor as a beneficiary of aretirement or life insuranceplanDonor12Bequest3Retain flexibility in case yourcircumstances change
17GIFTS OF RETIREMENT ASSETSAvoid unnecessaryincome tax
18GIFTS APPRECIATED SECURITIESReceive charitable tax receiptand avoid unnecessarycapital gains taxes
19CHARITABLE REMAINDER TRUSTGift of Cash,Property orSecuritiesDonor12CRT3Receive lifetime Payments,reduced capital gains, andcharitable tax receipt
20DONOR ADVISED FUNDSGift of cash orsecuritiesDonor1Grant Recommendations3CHARITY2Receive charitable tax receipt , avoidunnecessary capital gains taxes, and retainflexibility on what charities to support
GIFT PLANNINGRESOURCES
22ROTARY.PLANMYGIFT.ORG
23FREEWILL.COM/THEROTARYFOUNDATION
24QUESTIONSTom Yuzert-yuze@umn.edu(951) 805-4468Beth Garrowbeth.garrow@rotary.org(847) 866-3034Erin Grobleerin.groble@rotary.org(847) 424-5376
FINANCIAL AND ESTATE PLANNERS Engaging Rotary to Open Opportunities 1. 2 TRF Major Gifts and Endowment Team Tom Yuzer Endowment/Major Gift Adviser Erin Groble . PEACE. With your help, we can end polio for good. POLIO PLUS 6 99.9%. OPPORTUNITIES
