Rotary Foundation

Rotary FoundationRotary Foundation

Rotary FoundationRotary Foundation Created in 1917Created in 1917

1919 first grant: $500 to Internat’l Society 1919 first grant: $500 to Internat’l Society for Crippled Childrenfor Crippled Children

Supported solely by voluntary contributionsSupported solely by voluntary contributions $26.50 in 1917$26.50 in 1917 2008/2009 donations:2008/2009 donations:

$99M to Annual Fund$99M to Annual Fund 12M to Permanent Fund12M to Permanent Fund

Rotary Foundation MissionRotary Foundation Mission

Enable Rotarians to advance Enable Rotarians to advance

world understanding, goodwill, and world understanding, goodwill, and peace peace

through through

the improvement of health, the the improvement of health, the support of education, and the support of education, and the

alleviation of poverty.alleviation of poverty.

Focus AreasFocus Areas

Peace & Conflict Prevention & Peace & Conflict Prevention & ResolutionResolution

Disease Prevention & TreatmentDisease Prevention & Treatment Water & SanitationWater & Sanitation Maternal and Child HealthMaternal and Child Health Basic Education & LiteracyBasic Education & Literacy Economic & Community DevelopmentEconomic & Community Development


Humanitarian

Education / Culture


Humanitarian

Education / Culture

Polio


Humanitarian

Education / Culture

Polio

Annual Programs Annual Programs FundFund

Primary source of unrestricted support to Primary source of unrestricted support to the Foundationthe Foundation

100 percent spent directly on Foundation 100 percent spent directly on Foundation programsprograms

Three-year cycleThree-year cycle Funds are invested for three years Funds are invested for three years Investment earnings pay for administrative costsInvestment earnings pay for administrative costs 50% returned to District as ‘DDF’50% returned to District as ‘DDF’ 50% to Foundation’s World Fund50% to Foundation’s World Fund

SHARE

50%

District Designated Fund (DDF)

50%

World Fund

Earnings pay for TRF

administration

Annual Programs FundAnnual Programs Fund

YEAR 1 YEAR 2 YEAR 3

Sources of Annual Fund Sources of Annual Fund SupportSupport

Individual Giving Checks Credit card Securities

TRF-DIRECT Checking or savings account Credit card account


Paul Harris Fellow - $1,000+

Major Donor - $10,000+


• Sustaining Member • Agrees to contribute a minimum of $100 every year

• Paul Harris Society Member - $1,000• Agrees to contribute a minimum of $1,000 every year

Foundation ReportFoundation Report

Foundation ReportFoundation Report

Account No. NAME Recognition Current PHF Foundationn Amount PHF Level Date Recognition Points ------------------------------------------------------------------------------------------------------------------------------------------ XXXXX R/C of Bull Run- 2,762.60 XXXXXX Doe, John $2,000.00 PHF+1 Dec 2001 900.00


Humanitarian

Education / Culture

Polio

Permanent FundPermanent Fund

Outright GiftsOutright Gifts Cash Cash ($1,000 minimum)($1,000 minimum)

SecuritiesSecurities• You avoid paying capital gains taxes You avoid paying capital gains taxes • You receive a charitable tax deductionYou receive a charitable tax deduction

Real estateReal estate• At least $25K ($10K for undeveloped land)At least $25K ($10K for undeveloped land)

Tangible personal propertyTangible personal property• Jewelry at least $10KJewelry at least $10K• Artwork at least $25KArtwork at least $25K


Life Income AgreementsLife Income Agreements

Charitable Gift AnnuityCharitable Gift Annuity Receive Receive fixed paymentsfixed payments for life from your gift of cash or for life from your gift of cash or

marketable securitiesmarketable securities

Deferred Charitable Gift AnnuityDeferred Charitable Gift Annuity Postpone paymentsPostpone payments until a later date when income will be until a later date when income will be

needed. needed.

Charitable Remainder TrustCharitable Remainder Trust IncomeIncome for your lifetime or a term of years for your lifetime or a term of years A strategy for incorporating charity into estate plans.A strategy for incorporating charity into estate plans.


Life Income AgreementsLife Income AgreementsBenefits to DonorBenefits to Donor

Annual income Annual income Federal income tax deductionFederal income tax deduction Potential estate tax savingsPotential estate tax savings Increased income from low-yielding assetsIncreased income from low-yielding assets Avoidance or reduction of capital gains taxes Avoidance or reduction of capital gains taxes

Permanent FundPermanent FundBequestsBequests

Through wills or living trusts Through wills or living trusts

Various forms:Various forms: Specific bequestSpecific bequest for cash or specific piece of property for cash or specific piece of property Residual bequestResidual bequest designate all or a portion of designate all or a portion of

whatever remains after all debts, taxes, and expenses whatever remains after all debts, taxes, and expenses have been paidhave been paid

Contingent bequestContingent bequest takes effect only under certain takes effect only under certain conditions conditions


Credit Card ProgramCredit Card Program

Everyday purchases to raise money for The Everyday purchases to raise money for The Rotary Foundation and points to the holder. Rotary Foundation and points to the holder.

The Rotary Foundation has received $5M The Rotary Foundation has received $5M through the credit card program.through the credit card program.


RecognitionRecognition

Benefactor - $1,000 Benefactor - $1,000

Bequest Society Bequest Society

$10,000 or more $10,000 or more


Humanitarian

Education / Culture

Polio

Humanitarian ProgramsHumanitarian Programs

Matching GrantsMatching Grants

District Simplified GrantsDistrict Simplified Grants

Humanitarian ProgramsHumanitarian Programs

Matching GrantsMatching Grants Address humanitarian needs that benefit a Address humanitarian needs that benefit a

communitycommunity $5,000 - $150,000$5,000 - $150,000 Matches Club (.5 to 1) or District (1 to 1) funds Matches Club (.5 to 1) or District (1 to 1) funds

(up to $150K) for the project(up to $150K) for the project Based on Based on international partnershipinternational partnership between between

Clubs or DistrictsClubs or Districts Can be ‘World Community Service’ projectsCan be ‘World Community Service’ projects

http://www.rotary.org/en/ServiceAndFellowship/ProjectResources/ProjectLINK/Pages/ridefault.aspx

Humanitarian ProgramsHumanitarian ProgramsDistrict Simplified GrantsDistrict Simplified Grants

District: Up to 20% of ‘DDF’District: Up to 20% of ‘DDF’ Club: Funds 10%Club: Funds 10%

Humanitarian EndeavorsHumanitarian Endeavors LocalLocal community community International communityInternational community

Direct Rotarian involvementDirect Rotarian involvement ImplementationImplementation Oversight of grant fundsOversight of grant funds


Humanitarian

Education / Culture

Polio

Educational ProgramsEducational Programs

Ambassadorial ScholarshipsAmbassadorial Scholarships

Group Study ExchangeGroup Study Exchange

World Peace FellowshipsWorld Peace Fellowships


Ambassadorial ScholarshipsAmbassadorial Scholarships

World's largest privately funded World's largest privately funded international scholarships program for international scholarships program for university level studies. university level studies.

$26K for one year scholarship$26K for one year scholarship

2008-09: 651 scholars in 87 countries2008-09: 651 scholars in 87 countries

Educational ProgramsEducational ProgramsGroup Study ExchangeGroup Study Exchange

Four to six weeks international cultural and vocational Four to six weeks international cultural and vocational exchange exchange

Young business and professional men and women Young business and professional men and women

Foundation pays for teams’ travelFoundation pays for teams’ travel

Local Rotarians in the host area provide for meals, Local Rotarians in the host area provide for meals, lodging, and local travellodging, and local travel


World Peace FellowshipsWorld Peace Fellowships

Master's degree programsMaster's degree programs International RelationsInternational Relations Peace and conflict resolutionPeace and conflict resolution

60 scholars per year to study at one of 60 scholars per year to study at one of the Rotary Centers the Rotary Centers

Educational ProgramsEducational ProgramsWorldWorld Peace Fellowships Peace Fellowships

Six Rotary Centers for International Studies in Six Rotary Centers for International Studies in Peace and Conflict ResolutionPeace and Conflict Resolution

USA Duke-UNC England Japan Australia Argentina TBD University


Humanitarian

Education / Culture

Polio

PolioPlusPolioPlus

Started in early 1985

Rotary's contributions will exceed $600M

PolioPlus Partners Clubs & Rotarians support

immunization activities

PolioPlusPolioPlus

• World Health Organization

• United Nations Children's Fund

• U.S. Centers for Disease Control and Prevention

• Bill & Melinda Gates Foundation• Gates Foundation has donated $355M• Matching challenge $200M ($126M thus far)

• Governments around the world


Humanitarian

Education / Culture

Polio


World UnderstandingWorld Understanding

GoodwillGoodwill

PeacePeace

Rotary Foundation

Documents

bequest society

specific bequest

gift of cash

paidcontingent bequest

district designated

world fundearnings

world understanding

support of education