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Rotary Foundation

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.

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Rotary Foundation

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  1. Rotary Foundation

  2. 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

  3. 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.

  4. Focus Areas • Peace & Conflict Prevention & Resolution • Disease Prevention & Treatment • Water & Sanitation • Maternal and Child Health • Basic Education & Literacy • Economic & Community Development

  5. Rotary Foundation Humanitarian Education / Culture

  6. Rotary Foundation Humanitarian Education / Culture Polio

  7. Rotary Foundation Humanitarian Education / Culture Polio

  8. 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

  9. Annual Programs Fund Earnings pay for TRF administration YEAR 1 YEAR 2 YEAR 3 50% 50% SHARE District Designated Fund (DDF) World Fund

  10. Sources of Annual Fund Support • Individual Giving • Checks • Credit card • Securities • TRF-DIRECT • Checking or savings account • Credit card account

  11. Annual Programs Fund Paul Harris Fellow - $1,000+ Major Donor - $10,000+

  12. 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

  13. Foundation Report

  14. 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 Foundation Report

  15. Rotary Foundation Humanitarian Education / Culture Polio

  16. 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

  17. 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.

  18. 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

  19. 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

  20. 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.

  21. Permanent Fund Recognition • Benefactor - $1,000 • Bequest Society $10,000 or more

  22. Rotary Foundation Humanitarian Education / Culture Polio

  23. Humanitarian Programs • Matching Grants • District Simplified Grants

  24. 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/ProjectResources/ProjectLINK/Pages/ridefault.aspx

  25. 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

  26. Rotary Foundation Humanitarian Education / Culture Polio

  27. Educational Programs • Ambassadorial Scholarships • Group Study Exchange • World Peace Fellowships

  28. 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

  29. 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

  30. 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

  31. 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

  32. Rotary Foundation Humanitarian Education / Culture Polio

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

  34. 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

  35. Rotary Foundation Humanitarian Education / Culture Polio

  36. Rotary Foundation World Understanding Goodwill Peace

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