a guide to the rotary foundation & donor recognition

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