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Your Legacy, Rotary's Promise


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What is your Rotary legacy? With your support, The Rotary Foundation Endowment can fulfill your hopes for a better future. Learn what you can do today to ensure that you continue doing good in the world beyond your lifetime.

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Your Legacy, Rotary's Promise

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  2. 2. How will your legacy change the world? Take a moment to consider what you would accomplish if you had unlimited resources. The key to building a powerful Rotary legacy is envisioning this long-term impact. Because of your legacy, people all over the world will live happier, healthier, more fulfilling lives. But what specifically will make their lives more enjoyable? Do you imagine women living longer because they receive better care during childbirth? Families living in their homes without the fear of displacement by conflict? Communities thriving with access to clean water? When you have a clear image in your mind of what you want the future to look like, it will be easy to plan a legacy that fits your lifestyle, culture, and long-term goals. You can make your dream a reality, thanks to The Rotary Foundation Endowment. The Endowment produces millions of dollars each year to improve lives in communities worldwide right now. To put it simply, the Endowment is Rotary’s way of making an impact now and forever. 2
  3. 3. Think of it this way. Just as your gifts to Rotary’s Annual Fund are helping people today… 3
  4. 4. …planning a gift to the Endowment will help people by supporting your favorite causes forever through your Rotary legacy. Let’s watch a short video the Foundation created to share this idea. 4
  5. 5. [This video may be viewed online at] 5
  6. 6. Arch Klumph put it best when he said, “Rotary’s tomorrow depends on what we do today.” Like the grandfather planting an apple tree in the video, Rotary’s Endowment makes it possible to continue your good work well into the future. One hundred years of Rotarian dedication made The Rotary Foundation’s success possible. The next century of service depends on what you do today. 6
  7. 7. There are many ways to customize a lasting legacy with The Rotary Foundation, but whatever causes you decide to support, you can enjoy peace of mind knowing that Rotary can fulfill your charitable goals for generations to come. Fueled by generous people who have a passion for positive change, Rotary will follow your direction to achieve your hopes for the future. 7
  8. 8. Past District Governors Usama Barghouthi and Mustafa Nasereddin shared a great passion for Rotary during their lifetimes. As members of the Rotary Club of Amman Petra and leaders within District 2452, their dedicated service continues to inspire Rotarians today. Usama was involved in chartering new Rotary clubs and extending Rotary to Palestine. Mustafa, who was awarded the Avenues of Service Citation, was a founding member of Gift of Life Amman. While these two extraordinary Rotary leaders are no longer with us, they will have a lasting legacy of impact through a named fund in The Rotary Foundation Endowment. This fund was recently established on their behalf in appreciation of their service and humanitarian vision. Its current market value of $70,000 will grow over time and provide ongoing support to the Rotary Peace Centers as a joint tribute to their efforts to promoting peace in their region and around the world. 8
  9. 9. Past District Governor Masafumi Fukui of Kyoto, Japan is another great example. He has been an active leader in Rotary since 1965 and is well known for his passionate devotion to world peace. His commitment to a future without conflict inspired him to design a custom Rotary legacy. Masafumi has written a bequest to The Rotary Foundation in his will, but he and his wife, Hatsumi, are already watching their legacy grow and do good in the world after making many generous outright gifts to their named fund in the Endowment. The Fukuis’ gift has already supported two Rotary peace fellows during their lifetimes. Through their named fund, they are beginning a legacy of a peaceful world. Past District Governor Fukui says, “My legacy is my gift to the future. This is how I want to be remembered.” 9
  10. 10. It’s interesting how different these two legacies are even though all of these Rotarians have a tremendous impact on Rotary’s peace-building efforts today. These are both great examples of how a Rotary legacy can continue your good work. The named fund dedicated to Usama and Mustafa will strengthen their efforts and enhance the long-term impact of their life’s work in communities around the world for many years to come. The Fukui’s have planned in advance with a bequest and have strengthened their legacy with outright gifts made during their lifetime; this approach has provided them with an opportunity to meet the professionals who will spend decades continuing their efforts to resolve global conflict. As we’ve seen, Rotary’s extensive reach as an organization allows you to make your Rotary legacy very personal. This unique form of giving allows you to preserve your values for future generations and provide lasting support for the causes that are most important to you. 10
  11. 11. Before we get into details about how a Rotary legacy works, let’s take a moment to revisit that important question asked at the beginning of this presentation: How will your legacy change the world? 11
  12. 12. Think about all of the good work you’ve already done with your club and district and what projects you reflect on with pride. 12
  13. 13. The world is already a better place because of your club and your district and your annual gifts, but what if you had unlimited time and resources? 13
  14. 14. How will you transform communities locally and globally over the next century and beyond? 14
  15. 15. Your support will only grow within Rotary’s Endowment, so you can feel free to imagine the tremendous impact after more than 100 years of meaningful, sustainable projects that change lives. 15
  16. 16. Your legacy is something you will be proud to share with others. Your family and friends will appreciate knowing that you have made a significant contribution to a better future. 16
  17. 17. Supporting the Endowment is unique from other ways to give to Rotary. It is a permanent source of funds, whereas other forms of support are one-time gifts that are expended in full. Annual gifts have an impact on lives today, but then they are gone. Building a legacy through Rotary’s Endowment provides help to people in need on your behalf for years to come. 17
  18. 18. Gifts to Rotary's Endowment are invested and professionally managed to provide an ongoing stream of income that supports Rotary’s local and global philanthropic work. This enables your legacy to automatically provide support to your favorite Rotary programs every year just like your gifts to the Annual Fund, and the amount of support will grow from year to year. With a 100-year record of growth and impact, The Rotary Foundation is an organization you can trust to properly nurture your legacy so that it provides support for programs every year while still fostering continued growth over time. This ensures that future generations of Rotarians have the resources they need to design achievable, sustainable projects that fulfill your philanthropic goals. 18
  19. 19. The key is to plan now to provide for the future, and there are two ways to do it. Typically gifts to the Endowment take the form of a commitment such as a provision in a person’s will or other estate plan that names The Rotary Foundation Endowment as beneficiary. Committing a fixed amount or a percentage of your assets in your estate plan can put your resources to use after you no longer need them. By notifying Rotary of this commitment now, you can receive special recognition and help personalizing your legacy to fit your goals. In many countries there are also tax advantages to this approach. This form of giving may not be commonly practiced in your culture, but you can still create a strong legacy by making an outright gift to the Endowment during your lifetime. This strategy gives you a glimpse of your legacy’s future impact. You can see the value of your gift grow over time and watch as it improves communities. Either way, Your Legacy is Rotary’s Promise. 19
  20. 20. Here is a great example of how this approach to philanthropy can magnify your personal impact. What you’re looking at is the performance of a real named endowed fund in Rotary’s Endowment. In 1994 the fund was established with a gift of $26,000. Despite some ups and downs in the market, the fund grew to $47,000 and also generated nearly $40,000 in spendable earnings that have been used to support specific causes selected by the donor. The value of the fund a little more than 20 years later combined with the earnings that have already been spent on Rotary programs is $87,000. That’s more than three times the value of the original gift! This donor could have given $26,000 to Rotary’s Annual Fund and the full amount would have been spent on programs in three years, but instead they made a gift to the Endowment and have provided significantly more support while their gift continues to grow and do good in the world over the next century and beyond. 20
  21. 21. As you’ve seen, the potential impact from a legacy structured within Rotary’s Endowment is extraordinary. This smart financial strategy allows a gift of $25,000 to yield approximately $1,000 in spendable earnings every year—that’s the same level of annual support as Paul Harris Society members … but forever. 21
  22. 22. Another exciting thing about gifts and commitments to the Endowment of $25,000 or more is that they qualify for a named endowed fund. Your fund will bear your name or that of a loved one and carry on your Rotary legacy with special reporting available to your family and district, reminding them of your generosity for generations to come. Today, there are more than 1,500 named funds within Rotary’s Endowment. Many donors choose to direct the investment earnings to their district through SHARE. 22
  23. 23. You can receive special recognition for your legacy by notifying the Foundation of your commitment. You can do this by completing a Your Rotary Legacy notification form or submitting notification online at When you make a promise of a future commitment to the Endowment or an outright gift of $1,000 to the Endowment, you will be recognized as a Benefactor. Beginning 1 July, every club that has 100% member support of the Endowment will be recognized as a Rotary’s Promise Club. As you can see on the slide, gifts made during your lifetime count toward Major Donor and Arch Klumph Society recognition. Additionally, the Trustees are pleased to confer membership to the Bequest Society for anyone who tells The Rotary Foundation they have left a legacy of $10,000 or more. Members of this group of dedicated humanitarians receive special Foundation updates, invitations to events, and an exclusive pin or pendant. Starting 1 July, these donors will also receive a special limited edition token of appreciation. Rotarians who invest in the Foundation’s future retain their membership regardless of fluctuations in their financial portfolio or other assets. 23
  24. 24. We are very excited to announce that a new donor recognition society will launch next month for individuals and couples who substantiate a future gift to The Foundation of $1 million or more. 23
  25. 25. Thank you for your dedication to supporting The Foundation in its mission to create lasting change in the world. Visit to notify Rotary of a commitment or to request assistance customizing your Rotary legacy. 24