This session was held 16 June 2014. Find a recording of the session here: https://vimeo.com/98361379. Join Past Rotary International Director Frank Goldberg, CPA, for an introduction to Rotary’s Gift & Estate Planning Professionals (GEPP) group. The webinar will include a brief history of the program, a review of available materials and a discussion of useful ways to promote and utilize the network. The GEPP Group is comprised of Estate Planning Attorneys, CPAs and Financial Planners willing to help promote gifts to the Endowment Fund (formerly the Permanent Fund). This ‘corps’ will serve as a resource to accurately share information with Rotarians and others who may be interested in giving options such as charitable gift annuities and remainder trusts, estate gifts or Donor Advised Fund accounts.

1. 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

2. HOW TO PARTICIPATE TODAY
• Open and close your panel
• View, select, and test your
audio
• Submit text questions

3. Gift and Estate Planning Professionals | 3
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

4. Gift and Estate Planning Professionals | 4
Your Planned Giving Team

5. Gift and Estate Planning Professionals | 5
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

6. Gift and Estate Planning Professionals | 6
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.

7. Gift and Estate Planning Professionals | 7
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

8. Gift and Estate Planning Professionals | 8
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

9. Gift and Estate Planning Professionals | 9
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

10. Gift and Estate Planning Professionals | 10
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

11. Gift and Estate Planning Professionals | 11
Overview of Rotary’s Endowment Fund

12. Gift and Estate Planning Professionals | 12
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

13. Gift and Estate Planning Professionals | 13
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

14. Gift and Estate Planning Professionals | 14
The Power of Endowment Giving

15. Gift and Estate Planning Professionals | 15
Bequests

16. Gift and Estate Planning Professionals | 16
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

17. Gift and Estate Planning Professionals | 17
Poll question
What is your professional designation?
_Accountant
_Attorney
_Financial Planner
_Fundraiser
_Insurance Agent
_Other

18. Gift and Estate Planning Professionals | 18
Additional Planned Giving Options in the U.S.

19. Gift and Estate Planning Professionals | 19
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

20. Gift and Estate Planning Professionals | 20
Donor Advised Fund

21. Gift and Estate Planning Professionals | 21
Named Funds

22. Gift and Estate Planning Professionals | 22
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

23. Gift and Estate Planning Professionals | 23
Recognition

24. Gift and Estate Planning Professionals | 24
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.

25. Gift and Estate Planning Professionals | 25
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)

26. Gift and Estate Planning Professionals | 26
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

27. Gift and Estate Planning Professionals | 27
Takeaway
GEPP Group Stats:
400 members
(goal is 500 by July
2014)
12 countries

28. Gift and Estate Planning Professionals | 28
Planned Giving Website
www.rotary.org/plannedgiving

29. Gift and Estate Planning Professionals | 29
Questions?

30. Gift and Estate Planning Professionals | 30
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