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T HE R OTARY F OUNDATION of Rotary International

T HE R OTARY F OUNDATION of Rotary International eLearning Fund Development exit Main Menu Press Esc any time to exit the course 1 2 Annual Giving Encourage Every Rotarian to participate in a Foundation humanitarian or educational project, Every Year

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T HE R OTARY F OUNDATION of Rotary International

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  1. THE ROTARY FOUNDATIONof Rotary International • eLearning • Fund Development exit

  2. Main Menu Press Esc any time to exit the course 1 2

  3. Annual Giving Encourage Every Rotarian to participate in a Foundation humanitarian or educational project, Every Year Encourage Every Rotarian to contribute Every Year to The Rotary Foundation Annual Programs Fund Encourage every Rotary Club to set minimum US$100 per capita APF goal EREY web pages

  4. Annual Giving • Builds ongoing support for The Rotary Foundation • Helps achieve the worldwide goal of US$100 per capita • Promotes Rotary Foundation Sustaining Member program

  5. Annual Giving • Annual Giving is the lifeblood for Foundation Programs • Annual Giving split 50% World Fund, 50% District Designated Fundthrough SHARE • Funds from Annual Giving available to districts 3 years after they are contributed.

  6. Annual Giving Annual Programs Fund Contributors: • Rotary Foundation Sustaining Members (RFSM): A Rotarian who contributes at least US$100 every year • Paul Harris Fellows: A Rotarian who contributes, or in whose name is contributed, US$1,000

  7. Annual Giving Annual Programs Fund Contributors: • Multiple Paul Harris Fellows: Anyone who makes additional US$1,000 donations above a Paul Harris Fellow test Test your Annual Giving IQ

  8. Annual Giving TEST Every Rotarian is asked to contribute to The Rotary Foundation: (Click the correct button) Every Year Once in a lifetime Every month Every quarter 1

  9. Annual Giving TEST Which statement is not true about Annual Giving/Every Rotarian Every Year (Click the correct button) Supports the programs of The Rotary Foundation Is split 50/50 between World Fund and District Designated Funds through SHARE Goal is to achieve US$100 per capita worldwide Helps underwrite the costs of the RI Convention 2

  10. Annual Giving TEST What is a Rotary Foundation Sustaining Member? (Click the correct button) A Rotarian with 100% club attendance A Rotarian who contributes at least US$100 every year to The Rotary Foundation A Rotarian who contributes to The Permanent Fund A Rotarian who was named a Paul Harris Fellow 3

  11. That’s correct! Now click here for the next question. next 1

  12. That’s correct! Now click here for the next question. next 2

  13. That’s correct! Now click here to continue with the course. next 3

  14. Permanent Fund Giving The Permanent Fund is Rotary’s Endowment Fund Permanent Fund resources Arch C. Klumph

  15. Permanent Fund Giving Types of Permanent Fund giving • Benefactor • An outright gift of $1,000 to TRF • Making TRF a beneficiary in your estate planning

  16. Permanent Fund Giving Types of Permanent Fund giving • Bequest Society • Contributions directed to the Permanent Fund • Estate planning gifts totalling $10,000 or more: • Bequest commitments in a living will or trust • Whole and universal life insurance

  17. Permanent Fund Giving Contributions to The Permanent Fund ARE NOT spent Contributions are invested in perpetuity and only the earnings are used to support Foundation Programs.

  18. Permanent Fund Giving • Most Major Gifts are directed to the Permanent Fund • Gifts can be cash, life income agreements,bequests,real estate, or securities test Test your Permanent Fund IQ

  19. Permanent Fund TEST Funds contributed to the Permanent Fund… (Click the correct button) Are spent 3 years later Are used for program expenses Are never spent, only the earnings are directed to Foundation programs Are used for polio eradication 1

  20. Permanent Fund Giving TEST Contributors to the Permanent Fund are recognized as: (Click the correct button) Benefactors Paul Harris Fellows Foundation Champions Rotary Foundation Sustaining Members 2

  21. Permanent Fund Giving TEST Which one of the following gifts is not eligible for Permanent Fund (Benefactor) recognition: (Click the correct button) US$1,000 Life Income agreement Stocks, bonds, securities US$100 3

  22. Sorry, Wrong Answer back

  23. That’s correct! Now click here for the next question. next 1

  24. That’s correct! Now click here for the next question. next 2

  25. Great, that’s correct! Now click here 3

  26. Finished? Have you completed both tests? yes no exit

  27. CONGRATULATIONS! You have completed the Fund Development Exams Please send an email to to verify completion. In the subject line write: “I passed Fundraising 101” trfelearning@rotaryintl.org start exit

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