Rotary foundation
Download
1 / 36

Rotary Foundation - PowerPoint PPT Presentation


  • 363 Views
  • Uploaded on

Rotary Foundation. Rotary Foundation. Created in 1917 1919 first grant: $500 to Internat’l Society for Crippled Children Supported solely by voluntary contributions $26.50 in 1917 2008/2009 donations: $99M to Annual Fund 12M to Permanent Fund. Rotary Foundation Mission.

loader
I am the owner, or an agent authorized to act on behalf of the owner, of the copyrighted work described.
capcha
Download Presentation

PowerPoint Slideshow about ' Rotary Foundation' - kioko


An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -
Presentation Transcript

Rotary foundation1
Rotary Foundation

  • Created in 1917

  • 1919 first grant: $500 to Internat’l Society for Crippled Children

  • Supported solely by voluntary contributions

    • $26.50 in 1917

    • 2008/2009 donations:

      • $99M to Annual Fund

      • 12M to Permanent Fund


Rotary foundation mission
Rotary Foundation Mission

Enable Rotarians to advance

world understanding, goodwill, and peace

through

the improvement of health, the support of education, and the alleviation of poverty.


Focus areas
Focus Areas

  • Peace & Conflict Prevention & Resolution

  • Disease Prevention & Treatment

  • Water & Sanitation

  • Maternal and Child Health

  • Basic Education & Literacy

  • Economic & Community Development


Rotary foundation2
Rotary Foundation

Humanitarian

Education / Culture


Rotary foundation3
Rotary Foundation

Humanitarian

Education / Culture

Polio


Rotary foundation4
Rotary Foundation

Humanitarian

Education / Culture

Polio


Annual programs fund
Annual Programs Fund

  • Primary source of unrestricted support to the Foundation

  • 100 percent spent directly on Foundation programs

  • Three-year cycle

    • Funds are invested for three years

    • Investment earnings pay for administrative costs

    • 50% returned to District as ‘DDF’

    • 50% to Foundation’s World Fund


Annual Programs Fund

Earnings pay for

TRF

administration

YEAR 1

YEAR 2

YEAR 3

50%

50%

SHARE

District Designated Fund (DDF)

World Fund


Sources of annual fund support
Sources of Annual Fund Support

  • Individual Giving

    • Checks

    • Credit card

    • Securities

  • TRF-DIRECT

    • Checking or savings account

    • Credit card account


Annual programs fund1
Annual Programs Fund

Paul Harris Fellow - $1,000+

Major Donor - $10,000+


Annual programs fund2
Annual Programs Fund

  • Sustaining Member

    • Agrees to contribute a minimum of $100 every year

  • Paul Harris Society Member - $1,000

    • Agrees to contribute a minimum of $1,000 every year



  • Foundation report1

    Account No. NAME Recognition Current PHF Foundationn

    Amount PHF Level Date

    Recognition Points

    ------------------------------------------------------------------------------------------------------------------------------------------

    XXXXX R/C of Bull Run

    -

    2,762.60

    XXXXXX Doe, John $2,000.00 PHF+1 Dec 2001 900.00

    Foundation Report


    Rotary foundation5
    Rotary Foundation Current PHF Foundationn

    Humanitarian

    Education / Culture

    Polio


    Permanent fund
    Permanent Fund Current PHF Foundationn

    Outright Gifts

    • Cash ($1,000 minimum)

    • Securities

      • You avoid paying capital gains taxes

      • You receive a charitable tax deduction

    • Real estate

      • At least $25K ($10K for undeveloped land)

    • Tangible personal property

      • Jewelry at least $10K

      • Artwork at least $25K


    Permanent fund1
    Permanent Fund Current PHF Foundationn

    Life Income Agreements

    • Charitable Gift Annuity

      • Receive fixed payments for life from your gift of cash or marketable securities

    • Deferred Charitable Gift Annuity

      • Postpone payments until a later date when income will be needed.

    • Charitable Remainder Trust

      • Income for your lifetime or a term of years

      • A strategy for incorporating charity into estate plans.


    Permanent fund2
    Permanent Fund Current PHF Foundationn

    Life Income Agreements

    Benefits to Donor

    • Annual income

    • Federal income tax deduction

    • Potential estate tax savings

    • Increased income from low-yielding assets

    • Avoidance or reduction of capital gains taxes


    Permanent fund3
    Permanent Fund Current PHF Foundationn

    Bequests

    • Through wills or living trusts

    • Various forms:

      • Specific bequest for cash or specific piece of property

      • Residual bequest designate all or a portion of whatever remains after all debts, taxes, and expenses have been paid

      • Contingent bequest takes effect only under certain conditions


    Permanent fund4
    Permanent Fund Current PHF Foundationn

    Credit Card Program

    • Everyday purchases to raise money for The Rotary Foundation and points to the holder.

    • The Rotary Foundation has received $5M through the credit card program.


    Permanent fund5
    Permanent Fund Current PHF Foundationn

    Recognition

    • Benefactor - $1,000

    • Bequest Society

      $10,000 or more


    Rotary foundation6
    Rotary Foundation Current PHF Foundationn

    Humanitarian

    Education / Culture

    Polio


    Humanitarian programs
    Humanitarian Programs Current PHF Foundationn

    • Matching Grants

    • District Simplified Grants


    Humanitarian programs1
    Humanitarian Programs Current PHF Foundationn

    Matching Grants

    • Address humanitarian needs that benefit a community

    • $5,000 - $150,000

    • Matches Club (.5 to 1) or District (1 to 1) funds (up to $150K) for the project

    • Based on international partnership between Clubs or Districts

    • Can be ‘World Community Service’ projects

      http://www.rotary.org/en/ServiceAndFellowship/ProjectResources/ProjectLINK/Pages/ridefault.aspx


    Humanitarian programs2
    Humanitarian Programs Current PHF Foundationn

    District Simplified Grants

    • District: Up to 20% of ‘DDF’

    • Club: Funds 10%

    • Humanitarian Endeavors

      • Local community

      • International community

    • Direct Rotarian involvement

      • Implementation

      • Oversight of grant funds


    Rotary foundation7
    Rotary Foundation Current PHF Foundationn

    Humanitarian

    Education / Culture

    Polio


    Educational programs
    Educational Programs Current PHF Foundationn

    • Ambassadorial Scholarships

    • Group Study Exchange

    • World Peace Fellowships


    Educational programs1
    Educational Programs Current PHF Foundationn

    Ambassadorial Scholarships

    • World's largest privately funded international scholarships program for university level studies.

    • $26K for one year scholarship

    • 2008-09: 651 scholars in 87 countries


    Educational programs2
    Educational Programs Current PHF Foundationn

    Group Study Exchange

    • Four to six weeks international cultural and vocational exchange

    • Young business and professional men and women

    • Foundation pays for teams’ travel

    • Local Rotarians in the host area provide for meals, lodging, and local travel


    Educational programs3
    Educational Programs Current PHF Foundationn

    World Peace Fellowships

    • Master's degree programs

      • International Relations

      • Peace and conflict resolution

    • 60 scholars per year to study at one of the Rotary Centers


    Educational programs4
    Educational Programs Current PHF Foundationn

    World Peace Fellowships

    Six Rotary Centers for International Studies in Peace and Conflict Resolution

    • USA Duke-UNC

    • England

    • Japan

    • Australia

    • Argentina

    • TBD University


    Rotary foundation8
    Rotary Foundation Current PHF Foundationn

    Humanitarian

    Education / Culture

    Polio


    Polioplus
    PolioPlus Current PHF Foundationn

    • Started in early 1985

    • Rotary's contributions will exceed $600M

    • PolioPlus Partners

      • Clubs & Rotarians support immunization activities


    Polioplus1
    PolioPlus Current PHF Foundationn

    • World Health Organization

    • United Nations Children's Fund

    • U.S. Centers for Disease Control and Prevention

    • Bill & Melinda Gates Foundation

      • Gates Foundation has donated $355M

      • Matching challenge $200M ($126M thus far)

    • Governments around the world


    Rotary foundation9
    Rotary Foundation Current PHF Foundationn

    Humanitarian

    Education / Culture

    Polio


    Rotary foundation10

    Rotary Foundation Current PHF Foundationn

    World Understanding

    Goodwill

    Peace


    ad