A Guide to The Rotary Foundation

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A Guide to The Rotary Foundation Donor
Recognition
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Effective Clubs are able to
Sustain and Grow Membership
ImplementSuccessfulServiceProjects
Develop Leaders Past the Club Level
Support The RotaryFoundation EREY
Efficient Club Administration
Four Avenues of Service
FELLOWSHIP !!!
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The Rotary Foundation
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Two Ways of Giving
For support today
To secure tomorrow
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ANNUAL PROGRAMS FUNDDDF and the World Fund
Interest pays The Rotary Foundation Management
Costs

• Extra GSE
• District Simplified Grants
• Matching Grants
• Scholars

District Designated Fund (DDF)
The World Fund

• The Rotary
• Foundation
• Programs
• Group Study Exchange
• Matching Grants
• 3-H

50
50
3-Year Investment
To Clubs
Rotary District Programs
The Rotary Foundation
PHF Recognition
Local Club Individual Donations to Annual
Programs Fund
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Where Does It Come From Where Does It Go
Permanent Fund Part of Earnings Spent
Unrestricted Giving 3 Year Wait Every
Rotarian Every Year
Restricted Giving Immediately Spent
IN The Rotary Foundation OUT
50 50
DDF
World Fund
Rotary Clubs Humanitarian, Education Programs
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SHARE Timeline
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SHARE Funds Transfer
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2007 2008
2008 2009
2009 2010
2010 2011
2011 2012
2012 2013
2013 2014
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Rotary Foundation

• Annual Fund
• 2011-2012 Goal
• US120 million.
• Achieved By
• Sustaining Member Program
• Multiple Paul Harris Fellows

• Permanent Fund
• Goal 1 Billion
• Achieved By
• Identify, Cultivate, and Solicit Significant
  Major Gifts

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GOALS2011-12
The
Rotary Foundation
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Goals for TRF in 2011-2012

• Keep our promise to eradicate polio.
• Embrace the two pillars of support for The Rotary
  Foundation the Annual Programs Fund through
  Every Rotarian, Every Year and the Permanent
  Fund.
• Participate in Your Foundation / Our
  Foundation, a lend a hand program for sharing
  funds from club and district foundations to
  permanently establish the Rotary World Peace
  Fellows program and support global polio
  eradication.
• Enhance Rotarys public image.
• Support the Future Vision Plan of the Rotary
  Foundation.

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If you havent already, take some of your money
and your time, and use it to touch the lives of
others.

• Commit To the Annual Fund
• 100 Every Year for most this hardly registers
  as a percentage of your income (i.e., become a
  TRF Sustaining Member each Year)
• 1,000 Every Year --- for those who are a little
  more financially blessed
• Commit To the Permanent Fund
• Make a Major Contribution Now, or/and
• Make a Bequest gift in your will

SERVICE ABOVE SELF REQUIRES ACTION
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If We Fail, What Will Be Our Slogan?
EVERY ROTARIAN
EVERY YEAR
SOMETIMES
NOT A PRETTY THOUGHT
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What Are You Going To Do?

• Questions

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Donor Recognition
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Paul Harris Fellow Recognition
AnnualProgramsFund Restricted Giving (PP,MG)
Paul HarrisFellow Recognition
Personal Contributions
and/or
ContributionsMade on YourBehalf
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Paul Harris Fellow Recognition For Annual Fund
Giving
The Rotary Foundation
Paul Harris Sustaining Member Paul
Harris Society
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Paul Harris Fellow Recognition Annual Fund
Giving
The Rotary Foundation
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Multiple Paul Harris FellowRecognition
US2,000 - US6,999.99 Sapphires
US7,000 - US9,000 Rubies
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Major Donor Recognition Personal Contributions
Annual Programs Fund Contributions
Personal Contributions
Permanent Fund Contributions
Restricted Contributions
Major Donor Recognition
Major Donor Recognition
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Major Donor Recognition Lapel Pins and Crystals
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The Permanent Fund
The key to the Foundations role in the 21st
century
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3 Means of Recognition

• Benefactor Program
• Bequest Society
• Major Donor Program

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Program 1

• Benefactors

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Benefactor Recognition
The Rotary Foundation
Inform the Foundation in writing that provisions
have been made in the final estate plans naming
the Permanent Fund as a beneficiary. Anyone who
makes an outright gift of US1,000 or more to the
Permanent Fund
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Program 2

• Bequest Society

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Permanent Fund Bequest Society
Irrevocable/Revocable bequest in will or
trust Whole or universal life insurance Bequest
Society for 10,000 or more
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Program 3

• Major Donors

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Major Donor RecognitionPersonal Contributions
Annual Programs Fund Contributions
Personal Contributions
Permanent Fund Contributions
Restricted Contributions
Major Donor Recognition
Major Donor Recognition
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Major Donor Recognition Lapel Pins and Crystals
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• Questions