Our World - PowerPoint presentation
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The Rotary Foundation
Rich Waugh, PDG
Foundation Chair
Rotary District 7750
Rotary Club of Aiken Sunrise
The Rotary Foundation
Our world --- not as it is,
but what it could be…
Mission Statement The Rotary Foundation
The Rotary Foundation’s
mission is the
achievement of world
understanding and peace
through local, national,
and international
humanitarian,
educational and cultural
programs.
OUR MOTTO
DOING GOOD
IN THE WORLD!
YOUR FOUNDATION TEAM
District Foundation Chair: Rich Waugh
Annual Giving – Rich Waugh
Permanent Fund – Bob McClure
Paul Harris Society – Isaac Shaffer
Alumni – David Brown
Scholarships – John Perry & Dee Kivett
GSE – Ken Tucker
Grants – Craig White
PolioPlus – Kathryn Smith
OUR DISTRICT’S CONCERNS
Clubs that do not support their Foundation
Individual Rotarians that do not support the
Foundation at any level
A low number of Benefactors
Club participation in TRF programs
A lack of knowledge about The Rotary Foundation
Polio Plus
Annual Programs Fund (APF)
Definitions:
EREY – Giving what feels good!
Sustaining Member - $100/year
Paul Harris Society - $1000/year
Major Donor - $10,000+
MID-YEAR RESULTS
Annual
Goal
Program Fund
- $300,000+
Mid-year
Restricted
- $152,000 ($111,335)
(PoloPlus) - $14,000
Permanent
Fund - $0
50+% Clubs
Abbeville
Aiken
Aiken Sunrise
Chester
Clemson
Clover
Emerald city
Fort Mill
Greenville
Greenville Evening
Greenwood
Lancaster Breakfast
Laurens
Mauldin
North Greenville
Rock Hill
Twin City
York
NON-CONTRIBUTING CLUBS
Clinton
Easley
Electric City
Golden Strip
Sunrise
Greater Anderson
Greater Greer
Inman
McCormick Co.
Union
Walhalla
Westminster
Woodruff
INTERESTING STATISTICS
District
Paul
Rotarians = 2,993
Harris Fellows = 1,404 (47%)
Benefactors
= 297 (10%)
Contributors:
Never
2,339 (78%)
Contributed : 654 (22%)
TRF-DIRECT
Automatic
deductions from
checking/savings
Reduces
demands on
club treasurers
Gives districts & clubs
a fast start in annual
fundraising efforts
Understanding APF/SHARE
Spend
Earnings
Pay TRF
Administrative
Expenses
Select
Participants
YEAR 3
YEAR 2
Plan/Allocate
YEAR 1
Contribute
50% World Fund
• Matching Grants
• Volunteer Service Grants
• Group Study Exchange (GSE)
• Health, Hunger and Humanity
Grants (3-H)
50% District Designated Funds (DDF)
• District Simplified Grants
• Matching Grants
• Ambassadorial Scholarships
• Additional GSE Team
• Rotary Centers for International Studies
Permanent Fund
Bequests
(Benefactor and
Bequest Society)
Endowments
Life
Income
Agreements
Leaving a Legacy of Hope –
The Bequest Society
Bequest
Society member is an
individual or couple that has made a
provision in their estate plan to gift a
minimum $10,000 to TRF.
Bequest Society Membership Card: 098-EN
Benefactors and Recognition
A
Benefactor is an individual or couple
that has made a provision in their
estate plan to gift a minimum $1,000 to
The Rotary Foundation.
Benefactor Commitment Card: 149-EN
Life Income Agreement
A Life Income Agreement enables donors to
receive income for life from their charitable
gift.
Types of Life Income Agreements available
through TRF:
Charitable Gift Annuity
Deferred Charitable Gift Annuity
Charitable Remainder Annuity Trust
Charitable Remainder Unitrust
Lead Trust
Pooled Income Fund
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 property
Receive lifetime income for you or
others
What Every Rotarian Can Do?
Discuss
your estate plans with your
spouse and children
Become a Benefactor
Talk with your financial planner about
the benefits of Planned Giving
Contact Planned Giving staff at TRF to
discuss specifics about your estate
planning situation
TRF’s Permanent Fund
For further information contact:
Bob McClure – Fund Chairman
Aiken Sunrise Rotary Club
(803) 642 9319
[email protected]
Making our world, not as it is
but what the world could be….