Rotary Foundation 101. District Rotary Foundation Seminar

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Jerome Carr
6 years ago
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1 District Rotary Foundation Seminar Rotary Foundation 101

2 Our Rotary Foundation Is Unique The Rotary Foundation is your Foundation Addresses the greatest needs World reach greater than the United Nations We can go where politicians and religious groups cannot

3 Supporting The Rotary Foundation PolioPlus Fund End Polio Now Annual Fund For Support Today Permanent Fund To Secure Tomorrow

4 Foundation Funding Contributions Annual Fund Permanent Fund PolioPlus Fund Contributions Spendable Earnings SHARE System

5 Annual Fund The operating charitable fund of TRF Supports grants and programs through the SHARE system Contributions credited to donor s club and applied to club s goal

6 Permanent Fund Earnings The Trustees determine the spendable earnings. Contributions designated to Permanent Fund-SHARE SHARE, the spendable earnings are split: 50% to the World Fund 50% credited to district s DDF

7 SHARE System Divides Annual Fund contributions between 50% to District Designated Fund (DDF) 50% to World Fund Transforms contributions ti into grants, etc. Allows clubs to determine how district contributions are spent

8 Two Funds District Designated Fund World Fund Trustee directed District directed Used by Rotarians Used by Rotarians in the worldwide district Spent on TRF Spent on TRF grants grants and and programs programs

9 SHARE Cycle Funds raised and invested Funds invested Funds invested Funds used $200,000 Annual Fund $100,000 DDF & earnings NOT in 3-year $100,000 investment cycle World Fund Permanent Fund spendable

PolioPlus Donations Unused DDF rolls over to

10 For Pilot Districts in and All Districts i t in % of contributions 3 years prior DDF Rollover and Transfers District Grants Global Grants PolioPlus Donations Unused DDF rolls over to next year Transfer to another district Rotary Peace Centers Donations

11 For Nonpilot Districts in US$100,000 District Designated Fund Up to 20% Remaining Balance $20,000 or less Any amount to to District Matching Grants, Simplified PolioPlus, or Grant Rotary Peace Centers Carry forward & transfers

For Pilot Districts in 2012-13 and All Districts i t in

or less to the district grant Remaining Balance Any amount to

12 For Pilot Districts in and All Districts i t in US$100,000 District Designated Fund Up to 50% $50,000 or less to the district grant Remaining Balance Any amount to global grants, PolioPlus, or Rotary Peace Centers Carry forward & transfers

13 Annual Fund 100% Member Participation

14 Rotary Foundation Sustaining Member Contributes at least US$100 every year to the Annual Fund

15 Paul Harris Fellow Rotarian who contributes US$1,000 or in whose name $1,000 is contributed

16 Paul Harris Society Member Contributes US$1,000 each year to the Annual Fund, PolioPlus, or approved grants

17 Club Banner Recognition Top Three Per Capita Giving Clubs 100% Paul Harris Fellow Club

18 Club Banner Recognition 100% Rotary Foundation Sustaining Member Club Every Rotarian, Every Year Club

19 US$100 Contribution Two desks for elementary school in Honduras 50 mosquito nets for women and children in Tanzania One year of tuition for a high school student in China

20 US$1,000 Contribution One portable dental chair for dental care to indigenous children in Mexico 400 pairs of eyeglasses for individuals in Nigeria Microcredit loans for 23 women in the Philippines to support their families

21 US$10, Contribution Three refurbished school buses for rural communities in Mexico Bakery equipment at a vocational training center for disabled children in Sudan Two water wells to serve villages in Haiti

22 US$75,000 Contribution Rotary Peace Fellow at a two-year Rotary Peace Center in field related to peace studies and conflict resolution

23 Permanent Fund Rotary s endowment fund Contributions invested Only earnings are spent

24 Endowed Naming Opportunities $25,000: support SHARE or World Fund $50,000: general support to Rotary Peace Centers

25 Endowed Naming Opportunities $100,000: general support of an area of focus $250,000: 000: support donor s district participation in global grants, or endow a Rotary Peace Fellow (certificate program)

26 Endowed Naming Opportunities $500,000: specify area of focus and geographic preference, or endow a Rotary Peace Fellow (two-year master s program) $1 million: individually crafted grant with more specificity

27 Benefactor Provision in estate plan to bequeath minimum US$1,000 to The Rotary Foundation An outright gift of $1,000 to Permanent Fund

28 Bequest Society Provision in estate plan totaling US$10,000+ Examples: living will, life insurance policy

29 Major Donor Personal outright or cumulative gifts of US$10, Cash, life income agreements, bequests, real estate, or securities

30 Arch C. Klumph Society Trustees Circle $250,000+ Chair s Circle $500,000+ Foundation Circle $1 million+

31 Thank you for your support!

32 Questions? i

Participating in The Rotary Foundation

7 Participating in The Rotary Foundation The Rotary Foundation Quick Reference Guide (219), Rotary Foundation Facts (159), and the Every Rotarian, Every Year Club Success Booklet (958) are key Foundation