district 5360 rotary foundation seminar the rotary foundation
TRANSCRIPT
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District 5360 Rotary Foundation Seminar
The Rotary Foundation
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District 5360 Rotary Foundation Seminar
The Parts of the Sum
• Annuals Programs Fund
• Permanent Fund
• Polio Plus Fund
• Peace Centers
• Approved Foundation Grants
= Total Foundation Fund
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District 5360 Rotary Foundation Seminar
What happens to Donations
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2015-16 DISTRICT 5360 DESIGNATED FUND POSSIBLE
ALLOCATION
Club & personal donations to TRF Annual
Program Fund in 2012 = $944,140
$
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District 5360 Rotary Foundation Seminar
Why donate – who benefits
2012-13 District-wide Projects $
Multiple use 6 80,000
Economic Develop 2 22,500
Maternal/Health 4 44,500
Water 2 24,000
Literacy 1 15,000
Scholarships 4 4,000
Travel Grant 2 2,300
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District 5360 Rotary Foundation Seminar
Ways To Give
•Every Rotarian Every Year US$25 p.a.•Sustaining Member US$100 p.a.•Consider direct payment monthly from your bank or charge to your credit card and earn points
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District 5360 Rotary Foundation Seminar
Ways To Give
Paul Harris Fellow• Make a $1,000 Donation in
your own name• Gift a PHF to a relative or
friend as a sign of recognition
• Club recognition for service of member or community leader
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Monthly Donation Form
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District 5360 Rotary Foundation Seminar
Ways To Give
Major Donor
• Gift US$10,000
• Can be cumulative
• Special recognition events at Rotary Conventions
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District 5360 Rotary Foundation Seminar
Ways To Give
Paul Harris Society• Commit to Donate $1,000
p.a. every year.• Builds to Major Donor
Status• Special recognition given• Need to advise TRF in
writing
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District 5360 Rotary Foundation Seminar
Ways To Give
Arch C Klumph Society
• $250,000 Donation
• Generally given over 3 years
• Very special recognition given
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Donate Shares from your Investment Portfolio
Donating shares that have risen in value saves you taxes
E.g.. – Bought 1000 shares of ABC Co. @ $5.00
Shares now worth $25/share = $25,000
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Donate Shares from your Investment Portfolio
Donate the 1000 shares to TFRYou get $25,000 charitable
donation deductionYou don’t pay tax on capital gains
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District 5360 Rotary Foundation Seminar
Ways To Give
Where there’s a will …….• Benefactor - $1,000 +• Bequest Society -
$10,000 +• Can designate to a
specific Rotary cause• Tax deductible donation
upon death
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How to access your Foundation Account
• Go to the Rotary International website
• Sign in to My Rotary
• Select Foundation Reports under the Rotary Foundation menu
• Select Donor History Report near the bottom of the Foundation Reports menu
• Note that there is an Overview Report and a Detailed Transaction Report
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District 5360 Rotary Foundation Seminar
Questions?
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