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					Rotary Foundation
                Rotary Foundation
   Created in 1917
   1919 first grant: $500 to Internat’l Society
    for Crippled Children

   Supported solely by voluntary contributions
       $26.50 in 1917
       2008/2009 donations:
         $99M to Annual Fund
         12M to Permanent Fund
   Rotary Foundation Mission

      Enable Rotarians to advance
world understanding, goodwill, and peace
                 through
the improvement of health, the support of
  education, and the alleviation of poverty.
                Focus Areas

   Peace & Conflict Prevention & Resolution
   Disease Prevention & Treatment
   Water & Sanitation
   Maternal and Child Health
   Basic Education & Literacy
   Economic & Community Development
Rotary Foundation

                Humanitarian




              Education / Culture
Rotary Foundation

                Humanitarian




              Education / Culture




                     Polio
Rotary Foundation

                Humanitarian




              Education / Culture




                     Polio
                      Annual Programs Fund
   Primary source of unrestricted support to
    the Foundation
   100 percent spent directly on Foundation
    programs
   Three-year cycle
       Funds are invested for three years
       Investment earnings pay for administrative costs
       50% returned to District as ‘DDF’
       50% to Foundation’s World Fund
                         Annual Programs Fund

                                                  Earnings pay for
                                                        TRF
                                                   administration


       YEAR 1        YEAR 2      YEAR 3




                                          SHARE
District Designated Fund (DDF)                           World Fund
Sources of Annual Fund Support

   Individual Giving
       Checks
       Credit card
       Securities


   TRF-DIRECT
       Checking or savings account
       Credit card account
        Annual Programs Fund
Paul Harris Fellow - $1,000+




 Major Donor - $10,000+
             Annual Programs Fund

• 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 Report
                              Foundation 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
Rotary Foundation

                Humanitarian




              Education / Culture




                     Polio
                                Permanent Fund
                     Outright Gifts
   Cash ($1,000 minimum)
   Securities
    •   You avoid paying capital gains taxes
    •   You receive a charitable tax deduction
   Real estate
    •   At least $25K ($10K for undeveloped land)
   Tangible personal property
    •   Jewelry at least $10K
    •   Artwork at least $25K
                                   Permanent Fund
               Life Income Agreements
   Charitable Gift Annuity
       Receive fixed payments for life from your gift of cash or
        marketable securities

   Deferred Charitable Gift Annuity
       Postpone payments until a later date when income will be
        needed.

   Charitable Remainder Trust
       Income for your lifetime or a term of years
       A strategy for incorporating charity into estate plans.
                           Permanent Fund

          Life Income Agreements
             Benefits to Donor
   Annual income
   Federal income tax deduction
   Potential estate tax savings
   Increased income from low-yielding assets
   Avoidance or reduction of capital gains taxes
                              Permanent Fund
                        Bequests
   Through wills or living trusts

   Various forms:
       Specific bequest for cash or specific piece of
        property
       Residual bequest designate all or a portion of
        whatever remains after all debts, taxes, and expenses
        have been paid
       Contingent bequest takes effect only under certain
        conditions
                         Permanent Fund
            Credit Card Program
   Everyday purchases to raise money for The
    Rotary Foundation and points to the holder.
   The Rotary Foundation has received $5M
    through the credit card program.
                          Permanent Fund

      Recognition

   Benefactor - $1,000




   Bequest Society
    $10,000 or more
Rotary Foundation

                Humanitarian




              Education / Culture




                     Polio
       Humanitarian Programs

   Matching Grants

   District Simplified Grants
         Humanitarian Programs
              Matching Grants
   Address humanitarian needs that benefit a
    community
   $5,000 - $150,000
   Matches Club (.5 to 1) or District (1 to 1) funds
    (up to $150K) for the project
   Based on international partnership between
    Clubs or Districts
   Can be ‘World Community Service’ projects
     http://www.rotary.org/en/ServiceAndFellowship/Proje
      ctResources/ProjectLINK/Pages/ridefault.aspx
          Humanitarian Programs
        District Simplified Grants
   District: Up to 20% of ‘DDF’
   Club: Funds 10%
   Humanitarian Endeavors
       Local community
       International community

   Direct Rotarian involvement
       Implementation
       Oversight of grant funds
Rotary Foundation

                Humanitarian




              Education / Culture




                     Polio
         Educational Programs

   Ambassadorial Scholarships

   Group Study Exchange

   World Peace Fellowships
         Educational Programs
     Ambassadorial Scholarships
   World's largest privately funded
    international scholarships program for
    university level studies.

   $26K for one year scholarship

   2008-09: 651 scholars in 87 countries
          Educational Programs
          Group Study Exchange
   Four to six weeks international cultural and
    vocational exchange
   Young business and professional men and
    women
   Foundation pays for teams’ travel
   Local Rotarians in the host area provide for
    meals, lodging, and local travel
           Educational Programs
         World Peace Fellowships
   Master's degree programs
       International Relations
       Peace and conflict resolution

   60 scholars per year to study at one of
    the Rotary Centers
        Educational Programs
        World Peace Fellowships
Six Rotary Centers for International Studies in
  Peace and Conflict Resolution
     USA Duke-UNC
     England
     Japan
     Australia
     Argentina
     TBD University
Rotary Foundation

                Humanitarian




              Education / Culture




                     Polio
                   PolioPlus

   Started in early 1985
   Rotary's contributions will exceed
    $600M
   PolioPlus Partners
       Clubs & Rotarians support immunization
        activities
                       PolioPlus

• 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
Rotary Foundation

                Humanitarian




              Education / Culture




                     Polio
Rotary Foundation




World Understanding
      Goodwill
       Peace

				
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