Post on 20-Jun-2015
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Gift and Estate Planning Professionals | 1
The Gift and Estate Planning Professionals Group
Frank Goldberg, Past RI Director
Karena Bierman, Director of Gift Planning
Peter Doetschman, Senior Planned Giving Officer
Nancy Hoffman, Planned Giving Officer
HOW TO PARTICIPATE TODAY
• Open and close your panel
• View, select, and test your
audio
• Submit text questions
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Frank N. Goldberg (Rotary Club of Omaha-Suburban)
• Director, Rotary International, 2005-07
• RI Treasurer, 2006-07
• Endowment/Major Gift Advisor, 2014-16
• Chair, RI Finance Committee, 2007-10
• Certified Public Accountant, member of the AICPA and NSCPA
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Your Planned Giving Team
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Poll Question
What is your Rotary role?
_I am a member of the GEPP Group
_I am thinking of joining the GEPP Group
_I am a District or Zone leader
_I am not a Rotarian
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What is the GEPP Group?
A fellowship of reputable professionals supporting the long-term health of the Foundation.
You have the technical expertise to help Rotarians achieve their financial and charitable goals.
Rotary will identify you as a volunteer resource and give you the tools you will need to assist Rotarians who are considering a gift to Rotary’s Endowment.
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Expectations
Allow Rotary to share your name as a resource
Abide by the GEPP code of conduct
Understand Rotary’s gift acceptance policy
Keep donor information confidential
Know your Zone Team members – who are here to help you
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Best Practices
Learn about Rotary’s
Endowment
Know about Endowment
naming opportunities
Understand Donor
Recognition
Bequest Society
Major Donor/
Arch C. Klumph Society
Be able to identify your
Planned Giving Officer
Review the menu of gift
planning options
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Opportunities
Share the benefits of giving through
Rotary with charitably minded
Rotarians
Make presentations and distribute promotional
materials
Encourage qualified professionals to join
the GEPP Group
Consider making your own estate or
life income gift
Identify planned giving prospects for
staff
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Rotary Resources to Support Your Efforts
• GEPP Membership Guide
• Emphasis on Planned Giving
– A monthly e-newsletter
• Staff provide technical assistance with any gift to Rotary
• www.rotary.org/plannedgiving
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Overview of Rotary’s Endowment Fund
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Rotarians May Designate How Spendable Earnings Will Be Used
General support—World Fund
Support projects in a particular area of focus
Support Foundation projects and your district – SHARE
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Endowment Fund Statistics
• Goal: $1 Billion by 2017
• As of 31 March 2014:
Net Assets: $328.0 M
Expectancies: $559.5 M
Total $887.5 M
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The Power of Endowment Giving
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Bequests
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How Can I Best Help Promote Rotary’s Endowment?
Help others include a gift to Rotary in their estate plan
(Bequest Society)
Most important source of
Endowment gifts
Anyone can do it
No geographical limitations
Don’t forget beneficiary
designations
Encourage Rotarians to be
recognized by the district
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Poll question
What is your professional designation?
_Accountant
_Attorney
_Financial Planner
_Fundraiser
_Insurance Agent
_Other
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Additional Planned Giving Options in the U.S.
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Life Income Agreements
All Life Income Agreements offer:
- tax benefits
- lifetime payments
- Major Donor and Arch C. Klumph Society recognition
- the ability to maximize appreciated assets
Charitable Remainder Trusts
Charitable Gift Annuities
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Donor Advised Fund
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Named Funds
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Naming Opportunities
$25,000: Support
World Fund or SHARE or Peace Centers
$100,000: Support an
Area of Focus
$250,000: Support Area
of Focus projects from
a district
$500,000: Establish an
Endowed Rotary World
Peace Fellowship
$1,000,000: Work with
TRF to meet your
philanthropic goals
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Recognition
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Benefactor and Bequest Society Recognition
Gifts that are funded after the donor’s death
A Benefactor is an individual that has made a provision in their estate plan, or made an outright
gift of $1,000 to Rotary’s Endowment Fund.
A Bequest Society member is an individual or couple that has made a provision in their estate plan to gift a
minimum $10,000 to The Rotary Foundation.
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Thank you for your support!
As of 31 March 2014 there are:
•Approximately 92,400 Benefactor commitments •Approximately 9,875 Bequest Society commitments
(The total number of Rotarians worldwide exceeds 1.2 million)
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Major Donor Recognition
Major Donor Arch Klumph Society
$10,000 to $24,999 Level One
$25,000 to $49,999 Level Two
$50,000 to $99,999 Level Three
$100,000 to $249,999 Level Four
$250,000 to $499,999 Trustee’s Circle
$500,000 to $999,999 Chair’s Circle
$1 Million + Foundation Circle
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Takeaway
GEPP Group Stats: 400 members (goal is 500 by July 2014) 12 countries
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Planned Giving Website
www.rotary.org/plannedgiving
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Questions?
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Your Planned Giving Team
Karena J. Bierman, JD
Director of Gift Planning
Peter Doetschman, Zones 25-26, 29-31
Senior Planned Giving Officer
Nancy Hoffman, Zones 21B, 27-28, 32-24
Planned Giving Officer
Plannedgiving@rotary.org
+1-847-866-3100