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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
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
Annual Programs Annual Programs FundFund
• 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
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
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
Permanent FundPermanent Fund
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.
Permanent FundPermanent Fund
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
Permanent FundPermanent Fund
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.
Permanent FundPermanent Fund
RecognitionRecognition
Benefactor - $1,000 Benefactor - $1,000
Bequest Society Bequest Society
$10,000 or more $10,000 or more
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
Educational ProgramsEducational Programs
Ambassadorial ScholarshipsAmbassadorial Scholarships
Group Study ExchangeGroup Study Exchange
World Peace FellowshipsWorld Peace Fellowships
Educational ProgramsEducational Programs
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
Educational ProgramsEducational Programs
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
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