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A Guide to The Rotary Foundation & Donor Recognition

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.

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A Guide to The Rotary Foundation & Donor Recognition

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  1. A Guide to The Rotary Foundation& Donor Recognition

  2. Effective Clubs are able to Sustain and Grow Membership ImplementSuccessfulServiceProjects Develop Leaders Past the Club Level Support The RotaryFoundation “EREY” Efficient Club Administration Four Avenues of Service FELLOWSHIP !!!

  3. The Rotary Foundation

  4. Two Ways of Giving For support today To secure tomorrow

  5. ANNUAL PROGRAMS FUNDDDF and the World Fund Interest pays The Rotary Foundation Management Costs • Extra GSE • District Simplified Grants • Matching Grants • Scholars District Designated Fund (DDF) The World Fund • The Rotary • Foundation • Programs • Group Study Exchange • Matching Grants • 3-H* 50% 50% 3-Year Investment To Clubs Rotary District Programs The Rotary Foundation PHF Recognition Local Club: Individual Donations $$ to Annual Programs Fund

  6. Where Does It Come From Where Does It Go Unrestricted Giving 3 Year Wait Every Rotarian Every Year Permanent Fund Part of Earnings Spent Restricted Giving Immediately Spent IN The Rotary Foundation OUT 50% 50% DDF World Fund Rotary Club’s Humanitarian, Education Programs

  7. 2008-09 2009-10 2010-11 2007-08 Funds Raised Funds available 1 Oct. Scholars Identified Funds used 1 March: Donate scholarship 1 Oct. Extra GSE application 31 March: DSG requests due SHARE Timeline

  8. Invested for 3 Years Donations by 30 June DDF used 2007-08 2008-09 2009-10 2011-12 2010-11 1 July 1 July 1 July Unused DDF transferred to next year (Districts notified in August) SHAREFunds Transfer

  9. 2007 2008 2008 2009 2009 2010 2010 2011 2011 2012 2012 2013 2013 2014

  10. Annual Fund 2011-2012 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 Rotary Foundation

  11. Bill Boyd, Chairman GOALS2011-12 The Rotary Foundation

  12. 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.

  13. 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 SERVICE ABOVE SELF REQUIRES ACTION

  14. If We Fail, What Will Be Our Slogan? EVERY ROTARIAN EVERY YEAR SOMETIMES NOT A PRETTY THOUGHT

  15. What Are You Going To Do? Questions

  16. Donor Recognition

  17. Paul Harris Fellow Recognition AnnualProgramsFund& Restricted Giving (PP,MG) Paul HarrisFellow Recognition Personal Contributions and/or ContributionsMade on YourBehalf

  18. Paul Harris Fellow Recognition For Annual Fund Giving The Rotary Foundation Paul Harris Sustaining Member Paul Harris Society

  19. Paul Harris Fellow Recognition Annual Fund Giving The Rotary Foundation

  20. Multiple Paul Harris FellowRecognition US$2,000 - US$6,999.99 Sapphires US$7,000 - US$9,000+ Rubies

  21. Major Donor Recognition:Personal Contributions Annual Programs Fund Contributions Personal Contributions Permanent Fund Contributions Restricted Contributions Major Donor Recognition Major Donor Recognition

  22. Major Donor RecognitionLapel Pins and Crystals

  23. The Permanent Fund: The key to the Foundation’s role in the 21st century

  24. 3 Means of Recognition • Benefactor Program • Bequest Society • Major Donor Program

  25. Program # 1 Benefactors

  26. Benefactor Recognition The 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$1,000or more to the Permanent Fund

  27. Program # 2 Bequest Society

  28. Permanent Fund Bequest Society Irrevocable/Revocable bequest in will or trust Whole or universal life insurance Bequest Society for $10,000 or more

  29. Program # 3 Major Donors

  30. Major Donor Recognition:Personal Contributions Annual Programs Fund Contributions Personal Contributions Permanent Fund Contributions Restricted Contributions Major Donor Recognition Major Donor Recognition

  31. Major Donor Recognition Lapel Pins and Crystals

  32. Questions

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