A Guide to The Rotary Foundation Donor Recognition

A Guide to The Rotary Foundation & Donor Recognition

Effective Clubs are able to Sustain and Grow Membership Implement Successful Service Projects Develop Leaders Past the Club Level Efficient Club Administration Four Avenues of Service FELLOWSHIP !!! Support The Rotary Foundation “EREY”

The Rotary Foundation

Two Ways of Giving For support today To secure tomorrow

ANNUAL PROGRAMS FUND DDF and the World Fund Interest pays The Rotary Foundation Management Costs • Extra GSE • District Simplified Grants • Matching Grants • Scholars District Designated Fund (DDF) 50% Rotary District Programs The World Fund The Rotary Foundation Programs • Group Study Exchange • Matching Grants • 3 -H* 50% 3 -Year Investment The Rotary Foundation To Clubs PHF Recognition Local Club: Individual Donations $$ to Annual Programs Fund

Where Does It Come From Where Does It Go Unrestricted Giving 3 Year Wait Every Rotarian Every Year Permanent Fund Part of Earnings Spent Restricted Giving Immediately Spent IN The Rotary Foundation OUT 50% DDF 50% World Fund Rotary Club’s Humanitarian, Education Programs

SHARE Timeline 2007 -08 2008 -09 2009 -10 2010 -11 Funds Raised Funds available 1 Oct. Scholars Identified Funds used 1 March: Donate scholarship 1 Oct. Extra GSE application 31 March: DSG requests due

SHARE Funds Transfer Donations by 30 June Invested for 3 Years 2007 -08 1 July 2008 -09 DDF used 2009 -10 2010 -11 1 July 2011 -12 1 July Unused DDF transferred to next year (Districts notified in August)

2007 2008 2009 2010 2011 2012 2013 2014

Rotary Foundation Annual Fund u 2011 -2012 Goal u. US$120 million. u. Achieved By: u. Sustaining Member Program u. Multiple Paul Harris Fellows Permanent Fund u. Goal $1 Billion u. Achieved By: u. Identify, Cultivate, and Solicit Significant Major Gifts

The GOALS 2011 -12 Rotary Foundation Bill Boyd, Chairman

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 Rotary’s public image. • Support the Future Vision Plan of the Rotary Foundation.

If you haven’t 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

If We Fail, What Will Be Our Slogan? EVERY ROTARIAN EVERY YEAR SOMETIMES NOT A PRETTY THOUGHT

What Are You Going To Do? Questions

Donor Recognition

Paul Harris Fellow Recognition Personal Contributions and/or Contributions Made on Your Behalf Annual Programs Fund & Restricted Giving (PP, MG) Paul Harris Fellow Recognition

The Rotary Foundation Paul Harris Fellow Recognition For Annual Fund Giving Paul Harris Sustaining Member Paul Harris Society

Paul Harris Fellow Recognition The Rotary Foundation Annual Fund Giving

Multiple Paul Harris Fellow Recognition US$2, 000 - US$6, 999. 99 Sapphires US$7, 000 - US$9, 000+ Rubies

Major Donor Recognition: Personal Contributions Annual Programs Fund Contributions Personal Contributions Permanent Fund Contributions Restricted Contributions Major Donor Recognition

Major Donor Recognition Lapel Pins and Crystals

The Permanent Fund: The key to the Foundation’s role in the 21 st century

3 Means of Recognition • Benefactor Program • Bequest Society • Major Donor Program

Program # 1 Benefactors

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 US$1, 000 or more to the Permanent Fund

Program # 2 Bequest Society

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

Program # 3 Major Donors

Major Donor Recognition: Personal Contributions Annual Programs Fund Contributions Personal Contributions Permanent Fund Contributions Restricted Contributions Major Donor Recognition

Major Donor Recognition Lapel Pins and Crystals

Questions