Post on 27-Dec-2015
MAJOR Donor and Bequests
Presented byMichael J. Kearns Clu ChFC
Rotary Club of Fremont Warm Springs Sunrise
A Story you can tell
• Polio Plus • $50,000 Goal• Non Rotarians gave $52,000 • Worldwide cause, not just community• Club of 22 members gave second largest check
in district to Polio• Why did this succeed?• Is Bill Gates a Rotarian?
Quick Quiz
• 1. What Dollar Amount is threshold of a “major donor”
• $1,000• $5,000• $10,000• $50,000
• 2. Changing the beneficiary of your life insurance to Rotary is tax deductible
• True• False
• 3. Changing the ownership of your life insurance to Rotary can be tax deductible
• True• False
• 4. You can gift Real Estate to Rotary
• True• False
• 5. As a special program, Rotary can pay you a competitive income, avoid capital gains taxes, give you a current tax deduction, and reduce estate taxes
• True• False
• 6. Major Donors are strictly Rotarians
• True• False
• 7. The name given to the top gift to Rotary
• A. Arch C. Klumph• B. Archie Bunker• C. Arch of triumph• D. None of the above
• 8. Life Income agreements are retirement checks given to past district governors
• True• False
• Someone wants information on being a major donor of $10,000 or more this year?
• Contact Mike Kearns 408-799-1208
• Roger Hassler
• Someone wants the Income agreement presentation?
• Contact Mike Kearns • 408-799-1208• Michael Dunlap, CPA, • MS Taxation
Zone 26 Major Gifts Officer•
Michael.Dunlap@Rotary.Org(760) 715-9984
• Someone wants a top level presentation of what Rotary can do to assist them in their charitable giving
• Michael Dunlap, CPA, MS TaxationZone 26 Major Gifts Officer
•Michael.Dunlap@Rotary.Org
(760) 715-9984