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

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 Adviser Officer

3 THE ROTARY FOUNDATION A charity you can trust Rotarians raised $395.1 million for the Foundation

4 ROTARY’S IMPACT

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

6 99.9% 99.9% POLIO PLUS With your help, we can end polio for good.

7 OPPORTUNITIES TO SUPPORT TRF 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

8 “Through the Endowment, each individual has a voice in Rotary’s promise of a better world.” Naomi Williams Rotary Club of Gainesville, FL

9 YOUR LEGACY, ROTARY’S PROMISE The Endowment secures Rotary’s future by ensuring funding for our programs in perpetuity SAVING MOTHERS GROWING PROMOTING AND CHILDREN LOCAL ECONOMIES PEACE

10 YOUR LEGACY, ROTARY’S PROMISE • $50 Million • $15.5 Million • $7.5 Million 2008 2019 2025 2025 2008 2019

11 YOUR LEGACY, ROTARY’S PROMISE

12 NAMED ENDOWED FUNDS 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

13 RECOGNITION 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+)

14 GIFT PLANNING OPPORTUNITIES

15 GIFT PLANNING OPPORTUNITIES Bequests Appreciated Securities Charitable Remainder Trusts Retirement Assets Donor Advised Funds

16 BEQUESTS Revocable commitment for Donor a future gift by naming Retain flexibility in case your 1 2 Rotary in your estate plan circumstances change or as a beneficiary of a retirement or life insurance plan Bequest 3

17 GIFTS OF RETIREMENT ASSETS Avoid unnecessary income tax

18 GIFTS APPRECIATED SECURITIES Receive charitable tax receipt and avoid unnecessary capital gains taxes

19 CHARITABLE REMAINDER TRUST Gift of Cash, Donor Receive lifetime Payments, 1 2 Property or reduced capital gains, and Securities charitable tax receipt CRT 3

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

GIFT PLANNING RESOURCES

22 ROTARY.PLANMYGIFT.ORG

23 FREEWILL.COM/THEROTARYFOUNDATION

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