District Rotary Foundation Seminar Rotary Foundation 101
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
Supporting The Rotary Foundation PolioPlus Fund End Polio Now Annual Fund For Support Today Permanent Fund To Secure Tomorrow
Foundation Funding Contributions Annual Fund Permanent Fund PolioPlus Fund Contributions Spendable Earnings SHARE System
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
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
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
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
SHARE Cycle 2010-11 2011-12 2012-13 2013-14 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
For Pilot Districts in 2012-13 and All Districts i t in 2013-1414 50% 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
For Nonpilot Districts in 2012-13 13 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 2013-1414 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
Annual Fund 100% Member Participation
Rotary Foundation Sustaining Member Contributes at least US$100 every year to the Annual Fund 2009-2010
Paul Harris Fellow Rotarian who contributes US$1,000 or in whose name $1,000 is contributed
Paul Harris Society Member Contributes US$1,000 each year to the Annual Fund, PolioPlus, or approved grants
Club Banner Recognition Top Three Per Capita Giving Clubs 100% Paul Harris Fellow Club
Club Banner Recognition 100% Rotary Foundation Sustaining Member Club Every Rotarian, Every Year Club
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
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
US$10,000 000 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
US$75,000 Contribution Rotary Peace Fellow at a two-year Rotary Peace Center in field related to peace studies and conflict resolution
Permanent Fund Rotary s endowment fund Contributions invested Only earnings are spent
Endowed Naming Opportunities $25,000: support SHARE or World Fund $50,000: general support to Rotary Peace Centers
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)
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
Benefactor Provision in estate plan to bequeath minimum US$1,000 to The Rotary Foundation An outright gift of $1,000 to Permanent Fund
Bequest Society Provision in estate plan totaling US$10,000+ Examples: living will, life insurance policy
Major Donor Personal outright or cumulative gifts of US$10,000+ 000+ Cash, life income agreements, bequests, real estate, or securities
Arch C. Klumph Society Trustees Circle $250,000+ Chair s Circle $500,000+ Foundation Circle $1 million+
Thank you for your support!
Questions? contact.center@rotary.org majorgifts@rotary.org plannedgiving@rotary.org i