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