Transcript The Finances of The Rotary Foundation
The Rotary Foundation of Rotary International
Fund Development
Our Mission
The mission of The Rotary Foundation is to enable Rotarians to advance world understanding, goodwill and peace through the improvement of health, the support of education, and the alleviation of poverty.
The Rotary Foundation
IS
Unique
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
Two Needs, Two Ways of Giving
Annual Programs Fund
For Support Today
Permanent Fund
To Secure Tomorrow
Annual Giving
Encourage Every Rotarian
• To contribute
Every Year
to The Rotary Foundation Annual Programs Fund • To participate in a Foundation humanitarian or educational project
Every Year
Encourage Every Club
• To set minimum US$100 per capita APF goal
Annual Giving
• • • Builds ongoing support for The Rotary Foundation Helps achieve the worldwide goal of US$100 per capita Promotes Rotary Foundation Sustaining Member program
Annual Giving
Annual Giving is the lifeblood for Foundation Programs Annual Giving split 50% World Fund, 50%
D
istrict
D
esignated
F
und through
SHARE
Funds from Annual Giving available to districts 3 years after they are contributed.
Annual Giving
Rotary Foundation Sustaining Member:
A Rotarian who contributes at least US$100 every year
Paul Harris Fellow:
A Rotarian who contributes, or in whose name is contributed, US$1,000
Annual Giving
Multiple Paul Harris Fellow:
Anyone who makes additional US$1,000 donations above a Paul Harris Fellow
Annual Giving
Paul Harris Society Member:
Anyone who makes a US$1,000 donation each year to APF/
SHARE
, PolioPlus or approved Humanitarian grants Paul Harris Societies are managed by the district
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.
Benefactors and Recognition
A
Benefactor
is an individual or couple that has made a
provision in their estate plan
to gift a minimum of US$1,000 to The Rotary Foundation or made an
outright gift
of US$1,000 to the Permanent Fund. Benefactor Commitment Card: 149
Bequest Society - Leaving a Legacy 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.
Bequest Society Membership Card: 098
Major Gifts and the Paul Harris Society
Major Gifts are given to both the Annual Programs Fund and the Permanent Fund; however, the largest gifts tend to be directed to the Permanent Fund Gifts can be cash, life income agreements, bequests, real estate, or securities Major Donor Pins
Thank you for your Support!
The Rotary Foundation of Rotary International
Questions?
Fund Development