1 Future Vision Update, Nov. 2008Slide 1 Rotary District 5340 Assembly, March 2011

2 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

3 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

4 The Rotary Foundation – Future Vision Started in 1917 First Ambassadorial Scholar in 1947 –More than 40,000 scholars (700 in 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

5 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

6 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

7 Disease Prevention and Treatment Polio Eradication Heart Surgeries at Mulago Hospital in Uganda Slide 7

8 Water and Sanitation Water for Sudan Rain Harvesting & Toilet Blocks in South Africa Slide 8

9 Maternal and Child Health Kangaroo Mother Care Facility in India Vocational Training Team to South Africa Slide 9

10 Basic Education and Literacy Brain Gym/Computer Training in Ecuador Early Childhood Literacy in Escondido Third Grade Dictionaries Slide 10

11 Economic & Community Development Microcredit in Mexico Sewing Machines for India Slide 11

12 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

13 Fundraising for The Rotary Foundation Slide 13

14 How Our Donations Are Used Slide 14 Member donationsThe Rotary Foundation50% TRF Permanent Fund earnings Three years pass World Fund Matches for Global Grants District 5340 District Grants Global Grants APF PF

15 Ways to Give Slide 15 Automatic Withdrawal –Credit Card –Bank Account Member Access Checks Stock Transfers Asset Transfers

16 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

17 Member Access 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

18 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

19 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

20 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

21 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

22 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

23 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 UpdateSlide 23

24 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 UpdateSlide 24

25 Questions? Slide 25

26 Future Vision Update, Nov. 2008Slide 26