1 Future Vision Update, Nov. 2008Slide 1 Rotary District 5340 Assembly, March 2011.
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Transcript of 1 Future Vision Update, Nov. 2008Slide 1 Rotary District 5340 Assembly, March 2011.
Future Vision Update, Nov. 2008 Slide 1
Rotary District 5340 Assembly, March 2011
Agenda
• The Rotary Foundation – Future Vision
• What You are Doing through YOUR Foundation
• How You Can Donate to YOUR Foundation
• Where You Can Find Help
Slide 2
Slide 3
Rotary Foundation Motto & Mission
Doing Good in the World…to enable Rotarians to advance world
understanding, goodwill, and peace through the improvement of health, the support of
education, and the alleviation of poverty.
COL Endorsed, April 2007
The Rotary Foundation – Future Vision
• Started in 1917
• First Ambassadorial Scholar in 1947
– More than 40,000 scholars (700 in 2009-10 in 80 different countries)
• First Matching Grant in 1965
– More than 33,000 grants in 201 countries totalling more than $397 million
• Group Study Exchange began in 1965
• Polio Eradication began in 1985
– More than 2 billion children immunized
– 1,294 cases in 2010
– 78 to date for 2011 (55 to date for 2010)
• World Peace Fellows started in 2002, more than 480 fellows
Slide 4
Slide 5
1. Peace and Conflict Prevention/Resolution
2. Disease Prevention and Treatment
3. Water and Sanitation
4. Maternal and Child Health
5. Basic Education and Literacy
6. Economic and Community Development
Areas of Focus
Peace & Conflict Resolution
• Scholars at the University of San Diego Joan B. Kroc Institute for Peace and Justice, UC San Diego, Chulalongkorn University, University of Madrid
Slide 6
Disease Prevention and Treatment
• Polio Eradication
• Heart Surgeries at Mulago Hospital in Uganda
Slide 7
Water and Sanitation
• Water for Sudan
• Rain Harvesting & Toilet Blocks in South Africa
Slide 8
Maternal and Child Health
• Kangaroo Mother Care Facility in India
• Vocational Training Team to South Africa
Slide 9
Basic Education and Literacy
• Brain Gym/Computer Training in Ecuador
• Early Childhood Literacy in Escondido
• Third Grade Dictionaries
Slide 10
Economic & Community Development
• Microcredit in Mexico
• Sewing Machines for India
Slide 11
Slide 12
1. Peace and Conflict Prevention/Resolution
2. Disease Prevention and Treatment
3. Water and Sanitation
4. Maternal and Child Health
5. Basic Education and Literacy
6. Economic and Community Development
SUSTAINABILITY IS CRITICAL
Areas of Focus
Fundraising for The Rotary Foundation
Slide 13
How Our Donations Are Used
Slide 14
Member donations The Rotary Foundation
50% 50%
TRF Permanent Fund earnings
Three years pass
World Fund
Matches forGlobal Grants
District 5340
District Grants
Global Grants
APF
PF
Ways to Give
Slide 15
• Automatic Withdrawal– Credit Card
– Bank Account
• Member Access
• Checks
• Stock Transfers
• Asset Transfers
Automatic Payment
• TRF-Direct Form
• Easiest of all
• One-time application
• Bank account withdrawals best
• Credit cards provide miles but require renewals
• APF or $200 Million Challenge
Slide 16
Member Access
• www.rotary.org
• One time donation (or multiple times! )
• Credit card (miles!)
• Member can track their own giving
• Annual Programs Fund, $200 Million Challenge or Permanent Fund
Slide 17
Checks
• Club Foundation Chair collects checks
• Completes the appropriate form
• Mails checks and forms to TRF
• Tracks for correct application of funds
• Can be for APF, $200 Million Challenge or Global Grant
Slide 18
Stock Transfers
• Great way to get rid of stock with low or zero cost basis
• Simple form
• Handled by broker
• Note to TRF with instructions on where to apply
Slide 19
Asset Transfers
• Can transfer most tangible assets
• Contact Permanent Fund Chair Adam Rosenberg
• Multiple ways to give: Charitable Gift Annuity, Charitable Remainder Trust, Donor Advised Fund, etc.
Slide 20
Permanent Fund
• Charitable Gift Annuity– Minimum donation of $10,000
– Lifelong series of payments
– Partial charitable contribution deduction.
– Portion of the annuity payments during the early years are returned tax-free.
– Major Donor
– Earnings fund district projects forever
Slide 21
Recognition Levels
• Every Rotarian Every Year: $10+/year
• Sustaining Member: $100+/year
• Double Sustaining Member: $200+/year
• Paul Harris Society $84/month or $1000/year
• Major Donor: $10,000+ (Multiple Levels)
• Arch C. Klumpf Society: $250,000+
Slide 22
Who Can Help You
• District Foundation Chair– District Grants Subcommittee Chair
• Global Grants Chair
• District Grants Chair
– District Fundraising Chair
– District PolioPlus Chair
– District Foundation Treasurer
– District Foundation Audit Committee
– Foundation Mentors
Future Vision Update Slide 23
Who Can Help You
• District Foundation Chair– Annual Giving/Paul Harris Society Chair
– Permanent Fund Chair
– Vocational Training Team Chair
– District Scholar Chairs
• Outbound, Inbound, Peace Fellow
– Event Chairs
• Foundation Seminar
• Foundation Gala
• Major Donor Event
Future Vision Update Slide 24
• Questions?
Slide 25
Future Vision Update, Nov. 2008 Slide 26
www.rotary.org/futurevision