Post on 12-Jan-2016
The Rotary Foundation of Rotary InternationalThe Rotary Foundation of Rotary International
The Rotary Foundation
of Rotary International
Two Needs, Two Ways of Giving
The Rotary Foundation of Rotary InternationalThe Rotary Foundation of Rotary International
Two Needs, Two Ways of Giving
Two Needs, Two Ways of Giving
Annual Programs Fund
For Support Today
Permanent Fund
To Secure Tomorrow
The Rotary Foundation of Rotary InternationalThe Rotary Foundation of Rotary International
• Total funds committed …………$595 million as of 30 June 2006
• Number of nations having . . . . . . . . 122benefited from PolioPlus grants
• Number of children receiving . . . . 400 million oral polio vaccine in 2006
• Polio-free countries, territories . . . . 210and areas in 2007
• Countries endemic for wild . . . . . . . Only 4polio virus in 2007
Polio Eradication Polio Eradication
The Rotary Foundation of Rotary InternationalThe Rotary Foundation of Rotary International
• Ambassadorial ScholarshipsAmbassadorial ScholarshipsWorld's largest privately funded international scholarship programs
• Rotary Centers for Rotary Centers for International StudiesInternational StudiesMaster's degree program in peace and conflict resolution
• Group Study ExchangeGroup Study ExchangeFour to six weeks international cultural and vocational exchange
Educational Programs Educational Programs
The Rotary Foundation of Rotary InternationalThe Rotary Foundation of Rotary International
• District Simplified GrantsDistrict Simplified GrantsShort-term service activities or humanitarian endeavors of districts in communities locally or internationally
• Matching GrantsMatching GrantsHumanitarian projects that benefit a communityin need and have direct local & international Rotarian involvement
• Volunteer Service GrantsVolunteer Service GrantsSupport the travel of individuals who are planning or implementing service projects.
• 3-H Grants3-H GrantsFund large-scale projects that enhance health, help alleviate hunger or improve human development.
Humanitarian Programs
Humanitarian Programs
The Rotary Foundation of Rotary InternationalThe Rotary Foundation of Rotary International
• Addresses all of the greatest educational and humanitarian needs
• Its world reach is greater than the United Nations
• We can go where politicians and religious groups cannot
• The Rotary Foundation is YOUR Foundation
• Why wouldn’t your Foundation be among your Charities of Choice?
The Rotary Foundation IS Unique
The Rotary Foundation IS Unique
The Rotary Foundation of Rotary InternationalThe Rotary Foundation of Rotary International
Annual GivingAnnual Giving
Encourage Every Rotarian • to contribute Every Year to The Rotary Foundation
Annual Programs Fund (APF-SHARE)• to participate in a Foundation humanitarian or
educational project Every Year
Encourage Every Club • to set minimum US$100
per capita APF goal
The Rotary Foundation of Rotary InternationalThe Rotary Foundation of Rotary International
• Builds ongoing support for The Rotary Foundation - the lifeblood for Foundation Programs
• Helps achieve the worldwide goal of US$100 per capita
• Eligible for Sustaining Member, Paul Harris Fellow,Multiple Paul Harris Fellow, PaulHarris Society and Major Donor recognition
Annual Giving – APF-SHARE
Annual Giving – APF-SHARE
The Rotary Foundation of Rotary InternationalThe Rotary Foundation of Rotary International
Rotary Foundation Sustaining Member:• A Rotarian who contributes US$100 or more every year
Paul Harris Fellow: • A Rotarian who contributes, or in whose
name is contributed, US$1,000
Paul Harris Society: • Anyone who makes a US$1,000 contribution
each year to APF/SHARE, PolioPlus or approved Humanitarian grants
• Each PHS is managed by the district
Annual Giving – APF-SHARE
Annual Giving – APF-SHARE
The Rotary Foundation of Rotary InternationalThe Rotary Foundation of Rotary International
• CoffeeCoffee $ 32 Billion$ 32 Billion ($107 per capita)($107 per capita)• Cosmetic Products Cosmetic Products $ 30 Billion$ 30 Billion• Pet Products Pet Products $ 31 Billion$ 31 Billion• Soft Drinks Soft Drinks $ 60 Billion $ 60 Billion ($200 per capita($200 per capita))• Beer Beer $ 45 Billion$ 45 Billion• Weight Control Products Weight Control Products $ 33 Billion$ 33 Billion• Fast Food Fast Food $103 Billion $103 Billion ($343 per capita)($343 per capita)• Legal Gambling Legal Gambling $550 Billion$550 Billion
TOTAL TOTAL $884 Billion $884 Billion ($2,947 per ($2,947 per capita)capita)
EACH YEAREACH YEAR
How we spend our money
How we spend our money
The Rotary Foundation of Rotary InternationalThe Rotary Foundation of Rotary International
YEAR 2YEAR 2
YEAR 1YEAR 1
Earnings Earnings Pay TRF Pay TRF
AdministrativeAdministrativeExpensesExpenses
SpendSpend
Select Select ParticipantsParticipants
Plan/AllocatePlan/Allocate
ContributeContribute
YEAR 3YEAR 3
• District Simplified GrantsDistrict Simplified Grants• Matching GrantsMatching Grants• Ambassadorial ScholarshipsAmbassadorial Scholarships• Additional GSE TeamAdditional GSE Team• Rotary Centers for International Rotary Centers for International
StudiesStudies
• Matching GrantsMatching Grants• Volunteer Service GrantsVolunteer Service Grants• Group Study Exchange (GSE)Group Study Exchange (GSE)• Health, Hunger and Humanity Health, Hunger and Humanity
Grants (3-H)Grants (3-H)
50% District Designated Funds (DDF)50% District Designated Funds (DDF)50% World Fund50% World Fund
Understanding SHARE
Understanding SHARE
The Rotary Foundation of Rotary InternationalThe Rotary Foundation of Rotary International
APF-SHARE 3-Year Cycle
APF-SHARE 3-Year Cycle
• Funds from Annual Giving available to districts 3 years after they are contributed - through SHARE
• Contributions made to the Annual Programs Fund in 2004-05 become available in 2007-08
• Contributions made in 2007-08 available in 2010-11
2005
2006
2006
2007
2007
2008
2008
2009
2009
2010
2004
2005
2010
2011
The Rotary Foundation of Rotary InternationalThe Rotary Foundation of Rotary International
A Look at the Future – Today
A Look at the Future – Today
The Permanent Fund is Rotary’s Endowment Fund.
Contributions to The Permanent Fund are NOT spent.
Contributions are invested in perpetuity. Only the earnings are used to support Foundation Programs.
The Rotary Foundation of Rotary InternationalThe Rotary Foundation of Rotary International
Current Permanent Fund Values
$565.1
$217
The Rotary Foundation of Rotary InternationalThe Rotary Foundation of Rotary International
Endowments of Other Institutions
Endowments of Other Institutions
Service Organizations:
Kiwanis International Foundation $ 4 million
Lions Clubs International Foundation $ 1.6 million
Rotary Foundation Permanent Fund $ 217 million
Shriners Hospitals for Children $ 7 billion
University and College Endowments:
Harvard University $ 22.1 billion
University of Oxford $ 666 million
Yale University $ 12.7 billion
The Rotary Foundation of Rotary InternationalThe Rotary Foundation of Rotary International
Testamentary GiftsTestamentary Gifts
• Benefactor• Bequest Society• Life Insurance• Retirement Plan
Gifts that benefit The Rotary Foundation after the donor’s death:
The Rotary Foundation of Rotary InternationalThe Rotary Foundation of Rotary International
Benefactors & Bequest Society
Benefactors & Bequest Society
• A Benefactor is an individual or couple that has made a provision in their estate plan to gift a minimum US $1,000 to The Rotary Foundation, or made an outright gift of US$1,000 to the Permanent Fund.
• A Bequest Society member is an individual or couple that has made a provision in their estate plan totaling US $10,000 or more to TRF.
• Examples are living wills or whole and universal life insurance policies.
The Rotary Foundation of Rotary InternationalThe Rotary Foundation of Rotary International
Major Donors & Major GiftsMajor Donors & Major Gifts
• MAJOR DONORS: Individuals or couples whose combined personal giving has reached US$10,000 or more, regardless of the gift designations.
• MAJOR GIFTS: Outright gifts of US$10,000 or moreUS$10,000 or more to any designation. Gifts of cash, appreciated assets, life income agreements and life insurance may be considered.
The Rotary Foundation of Rotary InternationalThe Rotary Foundation of Rotary International
Major Gifts – Ways of Giving• Cash
• Securities – Stocks and Bonds
• Tangible Personal Property
• Real Estate
• Life Insurance
• Bequests
• Retirement Plans
• Life Income Agreements (US only)
• Donor Advised Fund (US only)
The Rotary Foundation of Rotary InternationalThe Rotary Foundation of Rotary International
IRA Roll-over OptionIRA Roll-over Option• Individuals who are 70 ½ at the time of the
gift may annually donate up to $100,000 from their Individual Retirement Account (IRA) directly to The Rotary Foundation
• This gift can be made without increasing federal gross income for that tax year
• Available from now until 31 December 2007 only
The Rotary Foundation of Rotary InternationalThe Rotary Foundation of Rotary International
Life Income Agreements:Pass the Four “Win” Test Life Income Agreements:Pass the Four “Win” Test
Did you know that with one gift you can …
• Make a major gift to support Rotary Foundation programs
• Receive immediate tax benefits• Reduce capital gains tax on gifts of
appreciated assets (stock, property….)• Receive lifetime income for you or others
The Rotary Foundation of Rotary InternationalThe Rotary Foundation of Rotary International
Donor Advised FundsDonor Advised Funds
Establishing a DAF is like having a private foundation without the hassles and paperwork that go along with operating one.
• Group account (From two to four account-holders, expected to last in perpetuity)
• Individual account (One account-holder and a spouse, possibility of transferring account-holder status to child or children, remainder to charity)
The Rotary Foundation of Rotary InternationalThe Rotary Foundation of Rotary International
The Rotary FoundationThe Rotary FoundationOOURUR C CHARITYHARITY OFOF C CHOICEHOICE
The Rotary FoundationThe Rotary FoundationOOURUR C CHARITYHARITY OFOF C CHOICEHOICE
The Rotary Foundation of Rotary InternationalThe Rotary Foundation of Rotary International
SHARESHARE your support- Lead by Example
SHARESHARE your enthusiasm- Tell the Stories
SHARESHARE the opportunity – ASK!
SHARESHARE your appreciation
ROTARY SHARESROTARY SHARESROTARY SHARESROTARY SHARES