MAJOR GIFTS INITIATIVE DISTRICT 5240 2 Rotarys tomorrow depends on what we do today Arch C Klumph Your gift to the Rotary Endowment supports Rotarys lifechanging programs forever ID: 933611
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THE ROTARY FOUNDATION
ENDOWMENT &
MAJOR GIFTS INITIATIVE
DISTRICT 5240
Slide2“
“
2
Rotary’s tomorrow depends
on what we do today.
– Arch C.
Klumph
Slide3Your
gift to the
Rotary Endowment
supports Rotary’s life-changing programs forever
.
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Slide44
PLANT NOW TO PROVIDE FOR THE FUTURE
Slide5WHY INVEST IN THE ROTARY FOUNDATION
Rotarians Know The Rotary Foundation
Rotarians Can Direct Their Gifts
The Rotary Foundation has a Proven Track Record with Charity Navigator and Other Non-Profit Evaluators
ENSURE YOUR LEGACY OF DOING GOOD IN THE WORLD
The Rotary Foundation Offers Competitive Benefits to Donors
Slide6WHAT IS A ROTARY FOUNDATION MAJOR GIFT
Outright Gifts of $10,000 +
Cash, Securities,
Property, IRA,
Life Income Agreements
Can be funded as a three-year pledge to the same designation
Estate Gifts of $10,000 +
A gift of $25,000+ allows you to name the endowed fund
Included in your will
or estate plan or as a beneficiary
Specific language available from The Rotary Foundation
Slide7The Rotary Foundation Endowment Fund – Leaving a Legacy… To Secure Tomorrow
HOW YOUR GIFT CAN GROW AND GIVE
Slide8Gifts to the Endowment can
be customized to
fit your long-term
philanthropic goals
MANY OPTIONS FOR YOUR GIFT
Slide9CHARITABLE GIFT ANNUITY
CHARITABLE REMAINDER TRUST
Slide10RETIREMENT ACCOUNT
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DONOR ADVISED FUND
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YOUR LEGACY
ROTARY’S PROMISE
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YOUR LEGACY: WATER AND SANITATION
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YOUR LEGACY: DISEASE PREVENTION & TREATMENT
Slide15YOUR LEGACY: MATERNAL AND CHILD HEALTH
Slide16YOUR LEGACY: EDUCATION AND LITERACY
Slide17YOUR LEGACY: COMMUNITY & ECONOMIC DEVELOPMENT
The Avon Lady
The Tortilla Maker
$122,000 Revolving Loan Fund
$359,326 Loaned
35 Businesses Supported
Repayment Rate 97%%
Community Impact
$4,311,000 Per Year
The Avon Lady
Sun-Dried Tomatoes Cooperative
Ventura and Santa Barbara Counties, District 5240
Slide18YOUR LEGACY: PROTECTING THE ENVIRONMENT
Slide19YOUR LEGACY: A MORE PEACEFUL WORLD
Slide20BECOME A MEMBER OF THE BEQUEST SOCIETY – IT’S EASY
Include The Rotary Foundation in your will or estate plan with a minimum bequest of $10,000
Notify the Rotary Foundation
Receive recognition from The Rotary Foundation and
Thanks from those who will benefit from your gift
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Awareness – every club knows about the opportunity for donating to the Endowment Fund and making a major gift to The Rotary Foundation
Every club has one new Bequest Society member – commitment of $10,000 included in will or estate plan
The Rotary Foundation has been informed regarding Rotarians who have already included the foundation in their estate plans
2021-22 DISTRICT GOALS
Slide22MEET THE DISTRICT E/MG TEAM
E/MG Chair – Nick Frankle Westlake Village Sunrise
nickdg1617@earthlink.net
Region 1 – Bradley Barnes Bakersfield
bradley.barnes@entruity.com
Region 2 – Nick Frankle Westlake Village Sunrise
nickdg1617@earthlink.net
Region 3 – David Gore Goleta Noontime
davcgor@gmail.com
Region 4 – Clint
Weirick Five Cities Eco clint.weirick.nonprofit@gmail.com
Slide23FOR MORE INFORMATION
Your Legacy
www.rotary.org/legacy
Ways to Donate
www.rotary.planmygift.org
Contact Your District 5240Endowment/Major Gifts Advisor
Slide24How will your legacy change the world?
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