Rotary Foundation Rotary Foundation n Created in 1917

Rotary Foundation

Rotary Foundation n Created in 1917 n 1919 first grant: $500 to Internat’l Society for Crippled Children n Supported solely by voluntary contributions $26. 50 in 1917 n 2008/2009 donations: n $99 M to Annual Fund n 12 M to Permanent Fund n

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.

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

Rotary Foundation Humanitarian Education / Culture

Rotary Foundation Humanitarian Education / Culture Polio

Rotary Foundation Humanitarian Education / Culture Polio

Annual Programs Fund n Primary source of unrestricted support to the Foundation n 100 percent spent directly on Foundation programs n Three-year cycle Funds are invested for three years n Investment earnings pay for administrative costs n 50% returned to District as ‘DDF’ n 50% to Foundation’s World Fund n

Annual Programs Fund Earnings pay for TRF administration YEAR 1 YEAR 2 YEAR 3 % 50 % 0 5 SHARE District Designated Fund (DDF) World Fund

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

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

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

Foundation Report

Foundation Report Account No. NAME Recognition Amount Current PHF Level $2, 000. 00 PHF+1 PHF Date Foundationn Recognition Points ---------------------------------------------------------------------XXXXX R/C of Bull Run 2, 762. 60 XXXXXX Doe, John Dec 2001 900. 00

Rotary Foundation Humanitarian Education / Culture Polio

Permanent Fund Outright Gifts n n Cash ($1, 000 minimum) Securities • • n Real estate • n You avoid paying capital gains taxes You receive a charitable tax deduction At least $25 K ($10 K for undeveloped land) Tangible personal property • • Jewelry at least $10 K Artwork at least $25 K

Permanent Fund Life Income Agreements n Charitable Gift Annuity n n Deferred Charitable Gift Annuity n n Receive fixed payments for life from your gift of cash or marketable securities Postpone payments until a later date when income will be needed. Charitable Remainder Trust n n Income for your lifetime or a term of years A strategy for incorporating charity into estate plans.

Permanent Fund Life Income Agreements Benefits to Donor n n n Annual income Federal income tax deduction Potential estate tax savings Increased income from low-yielding assets Avoidance or reduction of capital gains taxes

Permanent Fund Bequests n Through wills or living trusts n Various forms: n n n 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

Permanent Fund Credit Card Program n Everyday purchases to raise money for The Rotary Foundation and points to the holder. n The Rotary Foundation has received $5 M through the credit card program.

Permanent Fund Recognition n Benefactor - $1, 000 n Bequest Society $10, 000 or more

Rotary Foundation Humanitarian Education / Culture Polio

Humanitarian Programs n Matching Grants n District Simplified Grants

Humanitarian Programs Matching Grants Address humanitarian needs that benefit a community n $5, 000 - $150, 000 n Matches Club (. 5 to 1) or District (1 to 1) funds (up to $150 K) for the project n Based on international partnership between Clubs or Districts n Can be ‘World Community Service’ projects n http: //www. rotary. org/en/Service. And. Fellowship/Proje ct. Resources/Project. LINK/Pages/ridefault. aspx

Humanitarian Programs District Simplified Grants n District: Up to 20% of ‘DDF’ Club: Funds 10% n Humanitarian Endeavors n Local community n International community n n Direct Rotarian involvement Implementation n Oversight of grant funds n

Rotary Foundation Humanitarian Education / Culture Polio

Educational Programs n Ambassadorial Scholarships n Group Study Exchange n World Peace Fellowships

Educational Programs Ambassadorial Scholarships n World's largest privately funded international scholarships program for university level studies. n $26 K for one year scholarship n 2008 -09: 651 scholars in 87 countries

Educational Programs Group Study Exchange n Four to six weeks international cultural and vocational exchange n Young business and professional men and women n Foundation pays for teams’ travel n Local Rotarians in the host area provide for meals, lodging, and local travel

Educational Programs World Peace Fellowships n Master's degree programs International Relations n Peace and conflict resolution n n 60 scholars per year to study at one of the Rotary Centers

Educational Programs World Peace Fellowships Six Rotary Centers for International Studies in Peace and Conflict Resolution n n n USA Duke-UNC England Japan Australia Argentina TBD University

Rotary Foundation Humanitarian Education / Culture Polio

Polio. Plus n n n Started in early 1985 Rotary's contributions will exceed $600 M Polio. Plus Partners n Clubs & Rotarians support immunization activities

Polio. Plus • World Health Organization • United Nations Children's Fund • U. S. Centers for Disease Control and Prevention • Bill & Melinda Gates Foundation • Gates Foundation has donated $355 M • Matching challenge $200 M ($126 M thus far) • Governments around the world

Rotary Foundation Humanitarian Education / Culture Polio

Rotary Foundation World Understanding Goodwill Peace