a guide to the rotary foundation & donor recognition
DESCRIPTION
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. Support The Rotary Foundation “EREY”. Efficient Club Administration. Four Avenues of Service. - PowerPoint PPT PresentationTRANSCRIPT
A Guide to The Rotary Foundation& Donor Recognition
Efficient Club Administration
Effective Clubs Effective Clubs are able toare able to
Sustain and
Grow Membership
Sustain and
Grow Membership
ImplementSuccessful
ServiceProjects
ImplementSuccessful
ServiceProjects
Develop Leaders Past
the Club Level
Develop Leaders Past
the Club Level
Support The RotaryFoundation
“EREY”
Support The RotaryFoundation
“EREY”
Four Avenues of ServiceFELLOWSHIP !!!
The Rotary Foundation
For support today To secure tomorrow
Two Ways of Giving
District Designated
Fund(DDF)
TheWorld Fund
The Rotary
Foundation
Local Club: Individual Donations $$to Annual Programs Fund
RotaryDistrict
Programs
The Rotary Foundation Programs
•Group Study Exchange
•Matching Grants•3-H*
ANNUAL PROGRAMS FUNDDDF and the World Fund
3-Year Investment
Interest pays The Rotary Foundation Management Costs
•Extra GSE•District Simplified
Grants•Matching Grants
•Scholars
PHFRecognition
50%50%
To Clubs
INThe Rotary Foundation
OUT
PermanentFund
Part of Earnings Spent
UnrestrictedGiving
3 Year Wait
Every RotarianEvery Year
DDF World Fund
Rotary Club’s Humanitarian, Education Programs
RestrictedGiving
Immediately Spent
50% 50%
Where Does It Come From Where Does It Go
SHARE Timeline
2007-08
2008-09
2009-10
2010-11
Funds Raised Funds available
1 March: Donate scholarship
1 Oct. Scholars Identified
1 Oct. Extra GSE application
Funds used
31 March: DSG requests due
SHARE Funds Transfer
2011-122007-08
Donations by 30 June
Invested for 3 Years
DDF used
Unused DDF transferred to next year
(Districts notified in August)
1 July
2008-09 2009-10
1 July 1 July
2010-11
20072008
20082009
20092010
20102011
20112012
20122013
20132014
Rotary Foundation
Annual Fund2011-2012 Goal
US$120 million.
Achieved By:Sustaining Member
Program Multiple Paul Harris
Fellows
Permanent Fund
Goal $1 Billion
Achieved By:Identify, Cultivate,
and Solicit Significant Major Gifts
The The
Rotary FoundationRotary Foundation
GOALSGOALS2011-122011-12
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
ContributionsMade on Your
Behalf
and/or
AnnualPrograms
Fund&
RestrictedGiving
(PP,MG)
Paul HarrisFellow
Recognition
Paul Harris Fellow Recognition For
Annual Fund GivingAnnual Fund GivingThe Rotary Foundation
Paul Harris
Sustaining Member
Paul Harris
Society
Paul Harris Fellow Recognition
Annual Fund GivingAnnual Fund GivingThe Rotary Foundation
Multiple Paul Harris FellowRecognition
US$2,000 - US$6,999.99 Sapphires
US$7,000 - US$9,000+ Rubies
Major Donor Recognition: Personal Contributions
Personal Contributions
Annual Programs Fund Contributions
Permanent Fund Contributions
Restricted Contributions
Major Donor RecognitionMajor Donor Recognition
Major Donor Recognition
Lapel Pins and Crystals
The Permanent Fund:
The key to the Foundation’s role in the 21st century
3 Means of Recognition
• Benefactor Program
• Bequest Society
• Major Donor Program
Program # 1
Benefactors
Benefactor RecognitionThe 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
Personal Contributions
Annual Programs Fund Contributions
Permanent Fund Contributions
Restricted Contributions
Major Donor RecognitionMajor Donor Recognition
Major Donor Recognition Lapel Pins and Crystals
Questions