TRF PRESENTATION FOR D5000 FINANCIAL AND ESTATE PLANNERS Engaging - - PowerPoint PPT Presentation

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TRF PRESENTATION FOR D5000 FINANCIAL AND ESTATE PLANNERS Engaging - - PowerPoint PPT Presentation

Dec 20, 2023 495 likes •757 views

1 TRF PRESENTATION FOR D5000 FINANCIAL AND ESTATE PLANNERS Engaging Rotary to Open Opportunities 2 TRF Major Gifts and Endowment Team Tom Yuzer Beth Garrow Erin Groble Endowment/Major Gift Regional Major Gift Planned Giving Officer

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TRF PRESENTATION FOR D5000 FINANCIAL AND ESTATE PLANNERS

Engaging Rotary to Open Opportunities

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TRF Major Gifts and Endowment Team

Tom Yuzer Endowment/Major Gift Adviser Erin Groble Planned Giving Officer Beth Garrow Regional Major Gift Officer

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THE ROTARY FOUNDATION

A charity you can trust

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Rotarians raised $395.1 million for the Foundation

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ROTARY’S IMPACT

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OUR CAUSES

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PROVIDING CLEAN WATER SUPPORTING EDUCATION FIGHTING DISEASE SAVING MOTHERS AND CHILDREN GROWING LOCAL ECONOMIES PROMOTING PEACE

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With your help, we can end polio for good.

POLIO PLUS

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99.9% 99.9%

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OPPORTUNITIES TO SUPPORT TRF

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Annual Fund

Supporting Communities Today

Directed Gifts

Supporting Global Grants and Areas of Focus

PolioPlus

Polio Eradication - TRF’s Primary Initiative All gifts matched 2:1 by The Bill and Melinda Gates Foundation

Endowment Fund

Securing the Future

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“Through the Endowment, each individual has a voice in Rotary’s promise of a better world.”

Naomi Williams

Rotary Club of Gainesville, FL

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YOUR LEGACY, ROTARY’S PROMISE

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SAVING MOTHERS AND CHILDREN GROWING LOCAL ECONOMIES PROMOTING PEACE

The Endowment secures Rotary’s future by

ensuring funding for our programs in perpetuity

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YOUR LEGACY, ROTARY’S PROMISE

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  • $7.5 Million
  • $15.5 Million
  • $50 Million

2008 2019 2025

2008 2019 2025

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YOUR LEGACY, ROTARY’S PROMISE

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Customize your Rotary Legacy

  • Gifts of $25,000+
  • Specify the purpose of your gift
  • Name your fund as your personal legacy in

honor of a loved one

  • Inspire others to plan their own Rotary

legacy

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NAMED ENDOWED FUNDS

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Outright gifts and gifts that provide income have the following recognition

  • Major Donor ($10,000+)
  • Arch Klumph Society ($250,000+)

Commitments for future estate gifts are afforded the following recognition levels

  • The Bequest Society ($10,000+)
  • Legacy Society ($1,000,000+)

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RECOGNITION

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GIFT PLANNING OPPORTUNITIES

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GIFT PLANNING OPPORTUNITIES

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Bequests Appreciated Securities Charitable Remainder Trusts Retirement Assets Donor Advised Funds

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BEQUESTS

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Bequest

Revocable commitment for a future gift by naming Rotary in your estate plan

  • r as a beneficiary of a

retirement or life insurance plan 1 2 3

Donor

Retain flexibility in case your circumstances change

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GIFTS OF RETIREMENT ASSETS

17 Avoid unnecessary income tax

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GIFTS APPRECIATED SECURITIES

18 Receive charitable tax receipt and avoid unnecessary capital gains taxes

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CHARITABLE REMAINDER TRUST

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CRT

Gift of Cash, Property or Securities 1 2 3

Donor

Receive lifetime Payments, reduced capital gains, and charitable tax receipt

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DONOR ADVISED FUNDS

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CHARITY

3 Grant Recommendations Gift of cash or securities Receive charitable tax receipt , avoid unnecessary capital gains taxes, and retain flexibility on what charities to support 1 2

Donor

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GIFT PLANNING RESOURCES

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ROTARY.PLANMYGIFT.ORG

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FREEWILL.COM/THEROTARYFOUNDATION

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QUESTIONS

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Tom Yuzer t-yuze@umn.edu (951) 805-4468 Beth Garrow beth.garrow@rotary.org (847) 866-3034 Erin Groble erin.groble@rotary.org (847) 424-5376