Rotary Foundation

Rotary Foundation 

Created in 1917

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1919 first grant: $500 to Internat’l Society for Crippled Children

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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

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100 percent spent directly on Foundation programs

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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

YEAR 1 YEAR 2 Annual Programs Fund

Earnings pay for TRF administration

YEAR 3

District Designated Fund (DDF)

SHARE

World Fund

Sources of Annual Fund Support 

Individual Giving

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Checks

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Credit card

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Securities

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TRF-DIRECT

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Checking or savings account

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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 ----------------------------------------------------------------------------------------------------------------------------------------- 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

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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

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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

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Through wills or living trusts

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Various forms:

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Specific bequest

property for cash or specific piece of

Residual bequest

designate all or a portion of whatever remains after all debts, taxes, and expenses have been paid

Contingent bequest

conditions takes effect only under certain

Permanent Fund

Credit Card Program

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Everyday purchases to raise money for The Rotary Foundation and points to the holder.

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The Rotary Foundation has received $5M through the credit card program.

Recognition

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Benefactor - $1,000

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Bequest Society $10,000 or more

Permanent Fund

Rotary Foundation

Humanitarian Education / Culture Polio

Humanitarian Programs 

Matching Grants

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District Simplified Grants

Humanitarian Programs

Matching Grants

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Address humanitarian needs that benefit a community

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$5,000 - $150,000

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Matches Club (.5 to 1) or District (1 to 1) funds (up to $150K) for the project

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Based on international partnership between Clubs or Districts

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Can be ‘World Community Service’ projects http://www.rotary.org/en/ServiceAndFellowship/Proje ctResources/ProjectLINK/Pages/ridefault.aspx

Humanitarian Programs

District Simplified Grants

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District: Up to 20% of ‘DDF’

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Club: Funds 10%

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Humanitarian Endeavors

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Local community

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International community

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Direct Rotarian involvement

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Implementation

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Oversight of grant funds

Rotary Foundation

Humanitarian Education / Culture Polio

Educational Programs 

Ambassadorial Scholarships

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Group Study Exchange

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World Peace Fellowships

Educational Programs

Ambassadorial Scholarships

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World's largest privately funded international scholarships program for university level studies.

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$26K for one year scholarship

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2008-09: 651 scholars in 87 countries

Educational Programs

Group Study Exchange

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Four to six weeks international cultural and vocational exchange

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Young business and professional men and women

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Foundation pays for teams’ travel

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Local Rotarians in the host area provide for meals, lodging, and local travel

Educational Programs

World Peace Fellowships

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Master's degree programs

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International Relations

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Peace and conflict resolution

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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

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USA

Duke-UNC

England Japan Australia Argentina

TBD University

Rotary Foundation

Humanitarian Education / Culture Polio

PolioPlus 

Started in early 1985

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Rotary's contributions will exceed $600M

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PolioPlus Partners

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Clubs & Rotarians support immunization activities

PolioPlus •

World Health Organization

•

United Nations Children's Fund

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U.S. Centers for Disease Control and Prevention

•

Bill & Melinda Gates Foundation

•

Gates Foundation has donated $355M

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Matching challenge $200M ($126M thus far)

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Governments around the world

Rotary Foundation

Humanitarian Education / Culture Polio

Rotary Foundation

World Understanding Goodwill Peace