Rotary District 5340 Assembly March 2012 Future Vision

Rotary District 5340 Assembly, March 2012 Future Vision Update, Nov. 2008 Slide 1

Agenda • The Rotary Foundation • What You are Doing through YOUR Foundation • How You Can Donate to YOUR Foundation • Where You Can Find Help Slide 2

Rotary Foundation Motto & Mission Doing Good in the World …to enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty. COL Endorsed, April 2007 Slide 3

The Rotary Foundation • Started in 1917 • First Rotary Scholar in 1947 – More than 40, 000 scholars (700 in 2009 -10 in 80 different countries) • First Matching Grant in 1965 – More than 33, 000 grants in 201 countries totaling more than $400 million • Group Study Exchange began in 1965 • Polio Eradication began in 1985 – More than 2 billion children immunized – 650 cases in 2011 (1, 294 in 2010) – 31 to date for 2012 (67 to date for 2011) • World Peace Fellows started in 2002, more than 480 fellows Slide 4

Areas of Focus 1. Peace and Conflict Prevention/Resolution 2. Disease Prevention and Treatment 3. Water and Sanitation 4. Maternal and Child Health 5. Basic Education and Literacy 6. Economic and Community Development Slide 5

Peace & Conflict Resolution • Scholars at the University of San Diego Joan B. Kroc Institute for Peace and Justice Slide 6

Disease Prevention and Treatment • UCSD Scholar • Heart Surgeries at Mulago Hospital in Uganda Slide 7

Water and Sanitation • Safe Water for Ecuador Villages • Rain Harvesting & Toilet Blocks in South Africa Slide 8

Maternal and Child Health • Kangaroo Mother Care Facility in India • Vocational Training Team to South Africa Slide 9

Basic Education and Literacy • Brain Gym/Computer Training in Ecuador • Early Childhood Literacy in Escondido • Third Grade Dictionaries Slide 10

Economic & Community Development • Microcredit in Mexico • Sewing Machines for India Slide 11

Areas of Focus 1. Peace and Conflict Prevention/Resolution 2. Disease Prevention and Treatment 3. Water and Sanitation 4. Maternal and Child Health 5. Basic Education and Literacy 6. Economic and Community Development Slide 12

Fundraising for The Rotary Foundation Slide 13

How Your Donations Are Used Member donations Annual Fund The Rotary Foundation Three years pass Permanent Fund 50% TRF Permanent Fund earnings District 5340 World Fund District Grants Matches for Global Grants Slide 14

Ways to Give • Recurring Contributions • Member Access • Checks • Stock Transfers • Asset Transfers Slide 15

Recurring Contributions • Contribution Form (123 -EN) • Easiest of all • One-time application • Monthly or quarterly • Minimum $25, no maximum • Credit cards provide miles • Ideal for Annual Fund Slide 16

Member Access • www. rotary. org • Secure online donation(s) • Credit card (miles!) • Member can track their own giving • Annual Fund, Polio. Plus Fund, Disaster Recover Funds, Permanent Funds or Approved Foundation Grants Slide 17

Checks • Club Foundation Chair collects checks • Completes the 123 -EN form • Mails checks and forms to TRF • Tracks for correct application of funds • Can be for Annual Fund, Polio. Plus, Global Grant or Permanent Fund Slide 18

Stock Transfers • Great way to get rid of stock low or zero cost basis with • Simple form • Handled by broker • Note to TRF with instructions on where to apply Slide 19

Asset Transfers • Can transfer most tangible assets • Contact Permanent Fund Chair Adam Rosenberg • Multiple ways to give: Charitable Gift Annuity, Charitable Remainder Trust, Donor Advised Fund, etc. Slide 20

Permanent Fund • Charitable Gift Annuity – Minimum donation of $10, 000 – Lifelong series of payments – Partial charitable contribution deduction. – Portion of the annuity payments during the early years are returned tax-free. – Major Donor – Earnings fund district projects forever Slide 21

Recognition Levels • Every Rotarian Every Year: $10+/year • Sustaining Member: $100+/year • Double Sustaining Member: $200+/year • Paul Harris Society $84/month or $1000/year • Major Donor: $10, 000+ (Multiple Levels) • Arch C. Klumpf Society: $250, 000+ Slide 22

Who Can Help You • District Foundation Chair – District Grants Subcommittee Chair • Global Grants Chair • District Grants Chair – District Fundraising Chair – District Polio. Plus Chair – District Sustainability Chair – District Foundation Treasurer – District Foundation Audit Committee – Foundation Mentors Future Vision Update Slide 23

Who Can Help You • District Rotary Foundation Resources – Annual Giving/Paul Harris Society Chair – Permanent Fund Chair – District Scholar Chairs • Inbound, Peace Fellow – Event Chairs • Foundation Seminar • Major Donor Event Future Vision Update Slide 24

• Questions? Slide 25

www. rotary. org/futurevision Future Vision Update, Nov. 2008 Slide 26