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You are part of the Rotary Family

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. A look at the Future – Today.

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You are part of the Rotary Family

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  1. You are part of the Rotary Family Be a part of it forever

  2. The Permanent Fund • Endowed fund invested permanently to build long-term stability for Foundation’s future • Key to Foundation’s role tomorrow

  3. A look at the Future – Today Permanent Fund earnings already help support Rotary Foundation programs that advance our mission.

  4. Areas of Focus Peace and Conflict Resolution/Prevention Disease Prevention and Treatment Water and Sanitation Maternal and Child Health Basic Education and Literacy Economic and Community Development

  5. Humanitarian Programs • Matching Grants • District Simplified Grants or • Global Grants • District Grants

  6. Educational Programs • Group Study Exchange • Ambassadorial Scholarships • District and Global Grants • Rotary Centers for International Studies in Peace and Conflict Resolution

  7. Endowed Naming Opportunities (in US$) $25,000 – earnings support SHARE or World Fund $50,000 – general support to Rotary Centers $100,000 – general support of an area of focus $250,000 – earnings support donor’s district participation in Global Grants $500,000 – area of focus and a geographic preference or; – endows a Rotary Peace Fellow $1,000,000 – individually crafted with increase in specificity

  8. Personal outright or cumulative gifts of US$10,000 or more to the Foundation Cash, life income agreements, bequests, real estate, or securities Major Donor

  9. Testamentary Gifts Testamentary Gift options: • Benefactor • Bequest Society • Making a gift of Life Insurance • Gifts that benefit The Rotary Foundation after the donor’s death.

  10. Arch C. Klumph Society • Trustees CircleUS$250,000 to 499,999.99 • Chair’s Circle$500,000 to 999,999.99 • Foundation Circle$1 million and above

  11. Benefactors • A Benefactor is an individual or couple that has made a provision in their estate plan to gift a minimum $1,000 to The Rotary Foundation. Benefactor Commitment Card: 149-EN

  12. 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

  13. 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

  14. Thank you for your Support As of June 2010 there are: • More than 83,000 Benefactors • More than 7,000 Bequest Society Members Please consider becoming a supporter of the TRF Permanent Fund by leaving a personal legacy with Rotary.

  15. You are a part of the Rotary Family. Thank you for your support Plan now to be a part of it forever.

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