1. A Guide to The Rotary Foundation & Donor Recognition

2. 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 !!!

3. The Rotary Foundation

4. For support todayTo secure tomorrow Two Ways of Giving

5. 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

6. 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

7. SHARE Timeline 2007-08 2008-092009-102010-11 Funds RaisedFunds available 1 March: Donate scholarship 1 Oct. Scholars Identified 1 Oct. Extra GSE application Funds used 31 March: DSG requests due

8. SHARE Funds Transfer 2011-122007-08 Donations by 30 June Invested for 3 Years DDF used Unused DDF transferred to next year (Districts notified in August) 1 July 2008-092009-10 1 July 2010-11

9. 2007 2008 2009 2010 2011 2012 2013 2014

10. Rotary Foundation Annual Fund  2011-2012 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

11. The Rotary Foundation GOALS 2011-12 Bill Boyd, Chairman

12. Goals for TRF in 2011-2012 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.

13. 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

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

15. What Are You Going To Do? Questions

16. Donor Recognition

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

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

19. Paul Harris Fellow Recognition Annual Fund Giving The Rotary Foundation

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

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

22. Major Donor Recognition Lapel Pins and Crystals

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

24. 3 Means of Recognition Benefactor Program Bequest Society Major Donor Program

25. Program # 1 Benefactors

26. 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

27. Program # 2 Bequest Society

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

29. Program # 3 Major Donors

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

31. Major Donor Recognition Lapel Pins and Crystals

32. Questions