Rotary District 7910

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Rotary District 7910
How to Donate to The Rotary Foundation?
Without taking it out of your pocket. Even let
the IRS help pay for it !
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Would You ?

• Donate to a charity you support if
• It did not come out of your pocket?
• Did not effect your life style ?
• Was not a significant effect on your family ?
• Knew its effect would last forever ?
• or
• Came from new cash flow savings ? (tax or
  expense)
• Even process of considering donating resulted in
• Re-enforced your on the right track
• Point to significant wealth improvements lt NEW
  
• Correct "unintended consequences
• Improved control, protection and value to your
  family?

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Overview

• Rotary Foundation
• Why donate?
• What does it mean to your club?
• How to donate
• Out of pocket
• Not out of pocket
• How to get started
• Why act now?

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You see it in the faces of those you help from
Rotary grants.
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Rotarys Impact
To secure tomorrow
TRF Permanent Fund uses only its yearly earnings
to support Rotary Foundation programs that
advance our mission.
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Polio
Rotarys Impact

• PolioPlus
• PolioPlus Partners
• Eradication is attainable.

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Educational Programs
Rotarys Impact

• Group Study Exchange
• Ambassadorial Scholarship
• Rotary Centers for
• International Studies

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Humanitarian
Rotarys Impact

• (3-H) Grants
• Health, Hunger and
• Humanity
• Volunteer Service Grants
• Amplify YOUR club projects ...
• Matching Grants
• District Simplified Grants

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How to donate Out of pocket!
Programs you may know..

• 1,000 cash donation and you become a Paul Harris
  member.

For support today

• 100 per year via Every Rotarian Every Year
  (EREY) Program you become a Rotary Foundation
  Sustaining Member

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How to donate Not out of pocket!
Planned Giving Working with Rotary and
your trusted advisors to donate now and in the
future.
To secure tomorrow

• Without effect on your cash flow or life style.

• Increase benefits to your heirs.

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How to donate Not out of pocket !

• Testamentary Gifts
• .. least effort and cost.
• Living Gifts
• .. more effort, greater donation and family
  benefits.

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Benefactor - Bequest

• Testamentary

(or)
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Benefactor - Bequest Form
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Testamentary Gift Rotarians

• IMPACT Rotary International as of Feb09
• 79,000 Benefactors at 1k min. 79
  million
• 6,000 Bequest Society at 10k min. 60 million
• 85,000 7 of All Rotarians Actual Impact
  478 million
• Just think what we could do if 100 of Rotarians
  did this simple step!

min. 139 million
Bequest Society Level 1 10,000 gt 1-
Diamond Level 2 25,000 gt 2- Diamond Level 3
50,000 gt 3- Diamond Level 4 100,000 gt
4- Diamond Level 5 500,000 gt 5- Diamond Level
6 1,000,000 6- Diamond
The Rotary Foundation Permanent Fund Leaving a
Legacy To Secure Tomorrow
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Testamentary Gift Rotarians

• IMPACT District 7910 potential
• PDG Carl we lost 30 Rotarians in our
  district last year
• If they had been Benefactor or Bequest
  members that would have been
• 30k to 300k to Rotary Foundation from our
  District in ONE YEAR!
• Equates to 180 for each of our 1666 District
  Rotarians.

The Rotary Foundation Permanent Fund Leaving a
Legacy To Secure Tomorrow
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Testamentary Gift Rotarians
IMPACT at a Club RC Westborough is also
a 501(c)3 A member doing family wealth
planning used a CRT (Charitable Remainder
Trust) actually left 165,000 to his club!
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Benefactor-Bequest Discussion
"if so simple why only 7 of Rotarians?"
Is it.
? Did not know about it?? Rotarian commitment??
Looks to complicated? ? Family impact?? No
Insurance, No Will? ? Other?
Your suggestions?
? DFRT Club coordinator One on One? ? Email more
information? ? Meetings or Webinars?? Club
Bulletin (Foundation Recognition) ? Other?
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Other way to donate

• Living Gifts

Family Wealth Planning tools can create to
make charitable donations during your lifetime.

• New cash flow expense savings
• New tax savings (Income Estate)

If you save 100 would you donate 10 to Rotary?
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Living Gift Club Example
RC Westborough Member redirects Money from IRS
to RotaryOne member doing family wealth
planning contributed enough to make it possible
for all remaining club members to be Paul
HarrisThis made RC Westborough the 2nd club in
the District to become 100 Paul Harris !
70.5 the IRS requires that you draw money out
a minimum amount each year (aka Required Minimum
Distribution/RMD) that normally becomes ordinary
taxable income. He took advantage of the tax law
and donated a significant portion of the RMD to
charity, including Rotary Foundation. These
donations counted toward the IRS RMD but it
was...TAX FREE!
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Living Gift Examples

• Four Win Test
• Did you know that with one gift you can
• Make a major gift to support Rotary Foundation.
• Receive immediate tax benefits.
• Reduce capital gains tax on gifts of appreciated
  assets and investments.
• Receive lifetime income for you or others.

want to know how? Just ask us.
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Wealth Tools Provide Charitable

• New Family Wealth Plan Strategies can
• Reduce Income, Gift Estate Taxes
• Increase to Heirs
• Create Funding for Charitable gifts

How? Work with your Trusted Advisor
Team Rotary
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Financial Industry Problem / Solved

• Problem
• Transparency
• Trust
• Solution (common sense)
• Use an Advisor team that works together.
• Consider augmenting the skill sets of your team
  with a fellow Rotarian

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Your Trusted Advisor Team Rotary

• Like your business
• Set your family goals
• Select a skilled team
• Develop your plan

• Accountant
• Attorney Tax/Estate
• PC Insurance Agent
• Life Insurance Agent
• Financial Planner
• Banker
• Benefits Advisor
• Investment Advisor
• Realtor Mtg Advisor
• Exit Plan Specialist
• Estate Strategist

Improved Plan
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District Financial Resource Team
Growing everyday...
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District Financial Resource Team

• Unique Opportunity !
• 2010 is the best time to update a family wealth
• plan, while assets values taxes are still
  low!
• Independent Plan review can
• Re-enforce being on the right track
• Point to significant value improvements
• Correct "unintended consequences
• Updated plan can provide
• Right Tools selected to better achieve your
  goals.
• Right Sequence to be more efficient.
• Right Implementation timing for optimal effect.
• Financial modeling to see impact before
  decisions.

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How to get started

• Talk to your family first!
• Strategic plan with your advisors
• Donating to RI can be a reason
• to start the discussion.
• Contact Rotary
• District 7910 Financial Resource Team
• to help augment your current advisors.

2010 Economy is a unique opportunity Setup or
Update your Plan!
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You are a part of the Rotary Family.
Thank you for your support
Plan now to be a part of it forever.