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A Guide to The Rotary Foundation

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A Guide to The Rotary Foundation & Donor Recognition – PowerPoint PPT presentation

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Title: A Guide to The Rotary Foundation


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
Permanent Fund Part of Earnings Spent
Unrestricted Giving 3 Year Wait Every
Rotarian Every Year
Restricted Giving Immediately Spent
IN The Rotary Foundation OUT
50 50
DDF
World Fund
Rotary Clubs Humanitarian, Education Programs
7
SHARE Timeline
8
SHARE Funds Transfer
9
2007 2008
2008 2009
2009 2010
2010 2011
2011 2012
2012 2013
2013 2014
10
Rotary Foundation
  • Annual Fund
  • 2011-2012 Goal
  • US120 million.
  • Achieved By
  • Sustaining Member Program
  • Multiple Paul Harris Fellows
  • Permanent Fund
  • Goal 1 Billion
  • Achieved By
  • Identify, Cultivate, and Solicit Significant
    Major Gifts

11
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 Rotarys public image.
  • Support the Future Vision Plan of the Rotary
    Foundation.

13
If you havent 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
US2,000 - US6,999.99 Sapphires
US7,000 - US9,000 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 Recognition Lapel Pins and Crystals
23
The Permanent Fund
The key to the Foundations 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 US1,000 or 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 RecognitionPersonal 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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