Transcript Our World - PowerPoint presentation

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….