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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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Presentation Transcript
main menu
Main Menu

Press Esc any time to exit the course

1

2

annual giving
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

annual giving4
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
annual giving5
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.
slide6

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
slide7

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

annual giving test
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

annual giving test9
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

annual giving test10
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

slide14

Permanent Fund Giving

The Permanent Fund is Rotary’s Endowment Fund

Permanent Fund resources

Arch C. Klumph

permanent fund giving
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
slide16

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
slide17

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.

permanent fund giving18
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

permanent fund test
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

permanent fund giving test
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

permanent fund giving test21
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

slide22

Sorry,

Wrong Answer

back

slide26

Finished?

Have you completed both tests?

yes

no

exit

slide27

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