Rotary Foundation Funding Polio Plus Rotarian Contributions District

Rotary Foundation Funding Polio Plus Rotarian Contributions District Designated Fund Annual Programs Fund TRF Program Funding SHARE World Fund The Permanent Fund Investment Earnings

Foundation Targets • The initial target of US$200 million for the Permanent Fund was met in 2005, six years ahead of schedule. The next target is $1 billion by 2025. • In a Rotary year, about $8 million from the Permanent Fund is made available to support Foundation programs. • 2011· 12: Worldwide EREY fundraising goal (Annual Programs Fund Goal) is US$104 million.

What is SHARE • Funds for Foundation activities are distributed worldwide through the SHARE system. • At the end of each Rotary year, 50 percent of each district's contributions to the Annual Programs Fund are credited to their District Designated Fund (DDF); the other 50 percent is credited to the World Fund. • The Foundation uses the World Fund to pay for the worldwide programs available to all Rotary districts, regardless of their specific contributions. • Districts use their DDF to pay for the Foundation activities they choose to participate in.

Who Decides • Every year, members of each district's Rotary Foundation committee, in consultation with Rotarians in their district, decide how the SHARE DDF will be used, giving every Rotarian a voice in planning for the future. SHARE offers many options for districts to choose from.

Individual recognition Individual donors The Rotary Foundation offers several ways to recognize Rotarians and friends for their generous support. Naming opportunities A named gift is an outright contribution to Annual Programs Fund that provides immediate funding for a program. One hundred percent of the gift is spent on a designated program in that given year. Sustaining Member Anyone who contributes US$100 or more per year to the Annual Programs Fund is automatically recognized as a Rotary Foundation Sustaining Members are critical to the Foundation. If every club member contributed $100 every year, Rotary could nearly double its efforts to help needy people worldwide and support the continued growth of its programs. All gifts cumulatively count toward other Foundation recognition programs. Benefactor You may become a Benefactor by making the Permanent Fund a beneficiary in your estate plans or by donating $1, 000 or more to the fund outright.

• • • Bequest Society Couples or individuals who have made commitments of $10, 000 or more in their estate plans. Such as in a Will, living trust, or through whole or universal life insurance, can become Bequest Society members. All Bequest Society members receive recognition from the Trustees of The Rotary Foundation. Donors may elect to receive an engraved crystal recognition piece and a Bequest Society pin. You must ask to become a Bequest Society member by filling out a form. • • Paul Harris Fellow Donors of US$1 , 000 or more to the Annual Programs Fund, Polio. Plus, or the Humanitarian Grants Program, or people who have that amount contributed in their name, can be recognized as Paul Harris Fellows. • • • Gifts of more than $2, 000 For gifts of $2, 000 or more, a Paul Harris Fellow is eligible for Recognition as a Multiple Paul Harris Fellow Option to honor someone else as a Paul Harris Fellow with their Foundation recognition points (formerly called "available credit") • • • Multiple Paul Harris Fellow pin with additional stones Recognition levels are based on the following guidelines: Recognition total US$2, 000 to 2, 999. 99 one sapphire 3, 000 to 3, 999. 99 two sapphires 4, 000 to 4, 999. 99 three sapphires 5, 000 to 5, 999. 99 four sapphires 6, 000 to 6, 999. 99 five sapphires 7, 000 to 7, 999. 99 one ruby 8, 000 to 8, 999. 99 two rubies 9, 000 to 9, 999. 99 three rubies

• • Major Donor The Rotary Foundation recognizes couples or individuals whose combined personal outright or cumulative giving has reached $10, 000. All outright contributions made to the Foundation are included in this total, regardless of the gift designation. • • • Donors may elect to receive a crystal recognition piece and a Major Donor lapel pin or pendant. Recognition items commemorate giving at each recognition level: 4 $100, 000 to $249, 999 3 $50, 000 to $99, 999 2 $25, 000 to $49, 999 1 $10, 000 to $24, 999 • • • Arch C. Klumph Society Donors whose cumulative gifts total US$250, 000 qualify for the Arch C. Klumph Society. Qualifiers are invited to an induction ceremony at RI headquarters in Evanston, and their pictures and biographies are installed in the Arch C. Klumph Society interactive gallery. Arch C. Klumph Society members also receive invitations to special society events, along with membership pins and crystals that commemorate giving at each level. Foundation Circle $1 million and above Chair's Circle $500, 000 to $999, 999 Trustees Circle $250, 000 to $499, 999