A Guide to The Rotary Foundation & Donor Recognition

Efficient Club Administration Effective Clubs are able to Sustain and Grow Membership Implement Successful Service Projects Develop Leaders Past the Club Level Support The Rotary Foundation “EREY” Four Avenues of Service FELLOWSHIP !!!

The Rotary Foundation

For support todayTo secure tomorrow Two Ways of Giving

District Designated Fund (DDF) The World Fund The Rotary Foundation Local Club: Individual Donations $$ to Annual Programs Fund Rotary District Programs The Rotary Foundation Programs Group Study Exchange Matching Grants 3-H* ANNUAL PROGRAMS FUND DDF and the World Fund 3-Year Investment Interest pays The Rotary Foundation Management Costs Extra GSE District Simplified Grants Matching Grants Scholars PHF Recognition 50% To Clubs

IN The Rotary Foundation OUT Permanent Fund Part of Earnings Spent Unrestricted Giving 3 Year Wait Every Rotarian Every Year DDFWorld Fund Rotary Club’s Humanitarian, Education Programs Restricted Giving Immediately Spent 50% Where Does It Come From Where Does It Go

SHARE Timeline Funds RaisedFunds available 1 March: Donate scholarship 1 Oct. Scholars Identified 1 Oct. Extra GSE application Funds used 31 March: DSG requests due

SHARE Funds Transfer Donations by 30 June Invested for 3 Years DDF used Unused DDF transferred to next year (Districts notified in August) 1 July July

Rotary Foundation Annual Fund  Goal  US$120 million.  Achieved By:  Sustaining Member Program  Multiple Paul Harris Fellows Permanent Fund  Goal $1 Billion  Achieved By:  Identify, Cultivate, and Solicit Significant Major Gifts

The Rotary Foundation GOALS Bill Boyd, Chairman

Goals for TRF in Keep our promise to eradicate polio. Embrace the two pillars of support for The Rotary Foundation: the Annual Programs Fund through Every Rotarian, Every Year and the Permanent Fund. Participate in “Your Foundation / Our Foundation”, a lend a hand program for sharing funds from club and district foundations to permanently establish the Rotary World Peace Fellows program and support global polio eradication. Enhance Rotary’s public image. Support the Future Vision Plan of the Rotary Foundation.

If you haven’t already, take some of your money and your time, and use it to touch the lives of others. Commit To the Annual Fund –$100 Every Year – for most this hardly registers as a percentage of your income (i.e., become a TRF Sustaining Member each Year) –$1,000 Every Year --- for those who are a little more financially blessed Commit To the Permanent Fund –Make a Major Contribution Now, or/and –Make a Bequest gift in your will

If We Fail, What Will Be Our Slogan? EVERY ROTARIAN EVERY YEAR SOMETIMES NOT A PRETTY THOUGHT

What Are You Going To Do? Questions

Donor Recognition

Paul Harris Fellow Recognition Personal Contributions Contributions Made on Your Behalf and/or Annual Programs Fund & Restricted Giving (PP,MG) Paul Harris Fellow Recognition

Annual Fund Giving Paul Harris Fellow Recognition For Annual Fund Giving The Rotary Foundation Paul Harris Sustaining Member Paul Harris Society

Paul Harris Fellow Recognition Annual Fund Giving The Rotary Foundation

Multiple Paul Harris Fellow Recognition US$2,000 - US$6,999.99Sapphires US$7,000 - US$9,000+Rubies

Major Donor Recognition: Personal Contributions Personal Contributions Annual Programs Fund Contributions Permanent Fund Contributions Restricted Contributions Major Donor Recognition

Major Donor Recognition Lapel Pins and Crystals

The Permanent Fund: The key to the Foundation’s role in the 21st century

3 Means of Recognition Benefactor Program Bequest Society Major Donor Program

Program # 1 Benefactors

Benefactor Recognition The Rotary Foundation Inform the Foundation in writing that provisions have been made in the final estate plans naming the Permanent Fund as a beneficiary. Anyone who makes an outright gift of US$1,000 or more to the Permanent Fund

Program # 2 Bequest Society

Permanent Fund Bequest Society Irrevocable/Revocable bequest in will or trust Whole or universal life insurance Bequest Society for $10,000 or more

Program # 3 Major Donors

Major Donor Recognition: Personal Contributions Personal Contributions Annual Programs Fund Contributions Permanent Fund Contributions Restricted Contributions Major Donor Recognition

Major Donor Recognition Lapel Pins and Crystals

Questions