This document provides information about planned giving opportunities to support The Rotary Foundation, including establishing a named endowment, making a major gift pledge, donating a life insurance policy, or including a bequest in one's estate. It outlines the recognition levels for bequest society members who commit $10,000 or more through their estate. Forms are included for committing to a bequest and assigning an insurance policy. The document aims to educate donors on ways to build a lasting legacy and provide long-term support through planned gifts.

1. November 2016
Welcome to the Webinar Session
on
Planned Giving
23 November 2016

2. Planned Giving
of
The Rotary Foundation
Shakuntala Raha, International Fundraising , Manager
The Rotary Foundation, South Asia Office
November 2016

3. Annual
Fund
Polio
Plus
Fund
Restricted
Giving-
Approved
Global Grant
Restricted
Giving- Term
Gift/CSR
Planned
Giving-
Benefactor/
Bequest
Endowment
Fund- Named
Endowment
The Rotary
Foundation
Ways to Support The Foundation

4. Fund Composition

5. Endowment Fund- Be Part of Rotary Forever
Contributions to The
Endowment Fund
are NOT spent.
Contributions are invested in
perpetuity. Only the earnings
are used to support
Foundation Programs.
Vision: Building Endowment Fund 2025 by 2025
As of 30 June 2016 there were 1,308 named endowments in 41 countries and
geographical regions with a total gift value of $195.3 million.

6. Endowment Fund- Be Part of Rotary Forever
 Named Endowment is established with a gift of $25,000 or more
 Endowed fund invested permanently to build long-term
stability for Foundation
 Endowed Fund can support Peace Scholars of The Foundation
 Building a legacy for family/trust
 Portion of Spendable earnings available to Districts till perpetuity

7. Major Gift Pledges
The Foundation may accept unconditional promises to give (pledges) with
payment terms generally of three years or less and valued at $10,000 or
more. The first payment should represent an equal portion of the total
value of the pledge.
Pledges must also comply with the following restrictions:
•Payments must come from the individual or entity making the pledge.
•Payments cannot be made through Rotary Direct.
•A pledge must be for a single designation only (no split-designation
pledges).
•Past giving cannot apply toward the pledge.

8. Endowment Fund- Naming Opportunity
$1,000,000 :Discuss your gift with The Rotary Foundation of Rotary
International.
$500,000: Global Grant Endowed Fund with optional geographic location
$250,000 :Global Grant Endowed Fund in one of Rotary’s areas of
focus.
$100,000 :Area of Focus Endowed Fund to global grants developed
around the world in one of the areas of focus
$25,000 Named Endowed Fund
Provides general support to the World Fund, SHARE, or Rotary Peace
Centers.

9. Rotary Peace Centers endowment opportunities
 $1.5 million: Supports one two-year fellow at a Rotary Peace Center
every year
 $1 million: Supports one two-year fellow at a Rotary Peace Center
every two years
 $1 million: Supports a visiting lecturer at a Rotary Peace Center every
year
 $750,000: Supports one two-year fellow every three years
 $500,000: Supports one two-year fellow at a Rotary Peace Center
every four years
 $250,000: Supports one certificate program fellow every year
 $100,000: Supports annual seminar at a Rotary Peace Center every
year
 $25,000 and up: Fund that provides general support to the Rotary
Peace Centers

10. How your Gift Option Works

11. Planned Giving TooL- Life Insurance Policy
The Foundation will accept ownership of Life Insurance Policies that meet the
following Criteria.
• If the Policy to be gifted is fully paid As of the date of the gift.
• The Policy must have a minimum face value of $1,000
• The life expectancy of the insured must be less than 15 years, as determined
actuarially. Individual Insurance Policies purchased by a Group of Individuals will
not be accepted
• The Foundation must have the ability to liquidate the policy for cash value Net of
any Liquidation Charges.
•The Policy must be Free of Loans when The Foundation takes ownership.

12. Planned Giving Tools- Estate Gifts / Legacy Gifts
A legacy gift to the Foundation is a gift made in the donor’s WILL,
revocable trust, or a similar estate planning document that effects a
transfer at death.
Estate gifts are generally arranged during the donor’s lifetime, with the
transfer of assets taking place after the donor’s death. When practical, any
estate gift that would require approval of the transfer of the asset should be
reviewed and approved by the Foundation prior to the commitment being
finalized.
Donors are advised to consult with the Foundation regarding how to
designate the gift and to discuss any restriction that is being considered.

13. Bequest Society Member
The Rotary Foundation recognizes couples or individuals who have made
commitment in their estate plans or endows insurance policy totaling
$10,000 or more.
Recognition items commemorate giving at these levels:
•Level 1: $10,000 to $24,999
•Level 2: $25,000 to $49,999
•Level 3: $50,000 to $99,999
•Level 4: $100,000 to $249,999
•Level 5: $250,000 to $499,999
•Level 6: $500,000 to $999,999
•Level 7: $1,000,000 to $2,499,999
•Level 8: $2,500,000 to $4,999,999
•Level 9: $5,000,000 to $9,999,999
•Level 10: $10,000,000 and above

14. Bequest Society Member/Benefactor
Bequest Society Member
World : 12,160
India : 49
Zone 4 : 28
Zone 5 : 17
Zone 6A: 04
Benefactor
World : 98,171
India : 1473
Zone 4 : 627
Zone 5 : 796
Zone 6A: 97

15. Zone wise Endowments
Zone Numbers Gift Value Market Value
Zone 4 92 $6,764,948.99 $7,559,987.70
Zone 5 137 $4,107,640.52 $4,534,655.53
Zone 6A 14 $492,343.99 $531,643.94
India 241 $11,298,151.49 $12,539,510.31
As of September 2016As of 30 June 2016 there were 1,308 named
endowments in 41 countries and geographical
regions with a total gift value of $195.3 million.

16. By making outright giving or commitment of US$1,000 or
more to TRF Endowment Fund (Provision in Will/Life
Insurance/other Gift Plan) a donor is eligible for Bequest
recognition
Benefactor

17. Bequest Society member commitment form

18. Bequest Society member commitment form

19. Bequest Society member commitment form - India
Bequest Society Members in India
I (name) member of Rotary Club
of District and my spouse (name) have
Bequeathed in my duly Registered WILL dated _________ an amount of INR
(US$ )
voluntarily to “The Rotary Foundation”, which has been accepted by the Trustees of
Rotary Foundation. A true copy of the will duly Certified by a notary is enclosed.
I have no objection if the same is utilized as per the option given by me in Bequest
Society Membership Card by “Rotary Foundation (India)” as I understand that
“Rotary Foundation (India)” is registered as a Society under the Society
Registration Act. 1860 and “Rotary Foundation (India)” is an associate of the “The
Rotary Foundation” established in 1983 as a not-for-profit corporation under the
laws of the State of Illinois, USA.
________________________
Signature of the Donor

20. Draft – for Endorsing Insurance Policy
TO BE EXECUTED ON A STAMP PAPER (VALUE VARIES FROM STATE TO STATE)
ABSOLUTE ASSIGNMENT
I, ………………………………………… the assured in consideration of granting of Benefactor
Recognition by The Rotary Foundation, do hereby as beneficial owner absolutely assign by
way of gift unto Rotary Foundation (India), Thapar House, (2nd Floor, Central Wing), 124,
Janpath New Delhi – 110001 his/her Heirs, Executors, Administrators and Assigns, the Policy
of Assurance on my life granted to me by the Life Insurance Corporation of India assuring the
sum of Rs…………… (Rupees ………………… Only) and numbered ……… and bearing the
date ……… and the sum assured thereby and all other moneys, benefits and advantages to
be received thereunder.
Date:
Place:
Signature of the Life Assured
Witness
Signature :
Full Name :
Designation:
Address :

21. Draft – for Endorsing Insurance Policy
The Senior Branch Manager, Place:
___ Insurance Company, Date:
___________________________,
Policy
No.___________
I hereby give you notice that I have assigned the above policy to the assured
“M/s Rotary Foundation (India), Thapar House, 2nd Floor, Central wing, 124, Janpath, New
Delhi – 110 001 on _____________(Date of Assignment)
Please acknowledge receipt of this notice and forward the enclosed Policy to M/s Rotary
Foundation (India) after registering the assignment thereon in your books.
Certified that the thumb impression herein is that of Sri ____________, R/o _____________,
who admits having affixed the same after understanding the contents hereof.
……………………..
………………………
……..
(Signature of Witness)