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Serving Rotarians for 100 years

Part One - Giving

WELCOME TO ROTARY!

Congratulations on becoming a Rotarian! Rotary is a powerful tool for making a

difference in your community and the world

The Rotary Foundation exists to support projects performed by Rotarians around the world

THE ROTARY FOUNDATION AND YOU

The Rotary Foundation was started in 1917 by RI President Arch Klumph at the Rotary International Convention in Atlanta

The first donation was $26.50 made by the RC of Kansas City

There are two investment funds inside the Foundation: the Annual Fund and the Endowment Fund

During Rotary year 2013-14, $259.6 million was donated to the Rotary Foundation by Rotarians just like you

The motto of the Foundation is: “Doing Good in the World”

THE ANNUAL FUND

Money given to the Annual Fund is invested for three years and then returned to your District to be used for projects

The interest earned pays the operating expenses for The Rotary Foundation

50% of the money must be spent on projects outside your home country. The other 50% may be spent on projects inside your home country (District Grants)

In 2013-14, $116.6 million was donated to the Annual Fund

THE ENDOWMENT FUND

Money sent to the Endowment Fund is invested permanently.

The interest from the Endowment Fund is used to fund projects like the Rotary Peace Centers

In 2013-14 $23.7 million was donated to the Endowment Fund

GIVING – ANNUAL FUND

There are several ways to give money to the Annual Fund:

EREY (Every Rotarian Every Year)

Sustaining Member Paul Harris Fellow Paul Harris Society Member Major Donor Arch Klumph Society

EREY (EVERY ROTARIAN, EVERY YEAR)

To support our Foundation, every Rotarian is encouraged to give money every year. Any amount is important and makes a difference

If everyone in your club gives to the Foundation and the average is $100 (total money given divided by number of club members), your club will receive an EREY banner to display

SUSTAINING MEMBER

Any Rotarian who gives at least $100 to the Foundation each year is designated a Sustaining Member

If all of the members of your club personally give at least $100 each, your club will be designated a Sustaining Member club and receive a banner to display

PAUL HARRIS FELLOW

You will be named a Paul Harris Fellow when you have given a total of $1000 American dollars to The Rotary Foundation

You will receive a pin and a certificate with your name on it

The Paul Harris Fellowship was created in memory of Rotary’s founder, Paul Harris who passed away in 1947

Each additional $1000 donated allows you to honor someone else with a Paul Harris Fellow

If everyone in your club becomes a Paul Harris Fellow, you club will be named a 100% Paul Harris Fellow club and receive a banner to display

PAUL HARRIS SOCIETY

Any Rotarian who commits to giving $1000 each year becomes a member of the Paul Harris Society and receives a metal tag to hang from their Rotary pin or Paul Harris Fellow pin

MAJOR DONOR

Once you have given a total of $10,000 or more to the Rotary Foundation, you will be named a Major Donor and receive a pin and crystal with your name on it

If two Rotarians are married to each other, they may link their giving accounts to jointly become Major Donors

As of 2013-14, there are 21,078 Major Donors in the world

ARCH KLUMPH SOCIETY

When you have achieved $250,000 or more in giving to the Foundation, you become an Arch Klumph Society member and receive a pin. Your photo will also be placed in Rotary International headquarters.

As of 2013-14 there were only 521 Arch Klumph Society members in the world

GIVING – ENDOWMENT FUND

There are several ways to give to the Endowment Fund: Benefactor Bequest Society

BENEFACTOR

If you leave $1000 dollars or more to the Rotary Foundation in your will or name the Foundation as a benefactor to your life insurance or annuity policy, you become a Benefactor

Benefactors receive wings to wear with their Rotary pin

BEQUEST SOCIETY

If you leave $10,000 or more to the Foundation through your will, life insurance or annuity policy you are named a Bequest Society Member and receive a pin and crystal with your name on it

Two married Rotarians may link their accounts to be jointly named Bequest Society members

As of 2013-14, there are 10,663 Bequest Society members in the world

ROTARY FOUNDATION PROJECTS

The money you send to the Rotary Foundation is used to fund a variety of projects like: PolioPlus Rotary Peace Centers District Grants Global Grants And many more! Look for The Rotary

Foundation Part 2 for information about projects!