1. Rotary Foundation

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

3. 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.

4. Focus Areas Peace & Conflict Prevention & Resolution Peace & Conflict Prevention & Resolution Disease Prevention & Treatment Disease Prevention & Treatment Water & Sanitation Water & Sanitation Maternal and Child Health Maternal and Child Health Basic Education & Literacy Basic Education & Literacy Economic & Community Development Economic & Community Development

5. Rotary Foundation Humanitarian Education / Culture

6. Rotary Foundation Humanitarian Education / Culture Polio

7. Rotary Foundation Humanitarian Education / Culture Polio

8. Annual Programs Fund Primary source of unrestricted support to the Foundation Primary source of unrestricted support to the Foundation 100 percent spent directly on Foundation programs 100 percent spent directly on Foundation programs Three-year cycle Three-year cycle Funds are invested for three years Funds are invested for three years Investment earnings pay for administrative costs Investment earnings pay for administrative costs 50% returned to District as ‘DDF’ 50% returned to District as ‘DDF’ 50% to Foundation’s World Fund 50% to Foundation’s World Fund

9. SHARE 50% District Designated Fund (DDF) 50% World Fund Earnings pay for TRF administration Annual Programs Fund YEAR 1 YEAR 2 YEAR 3

10. Sources of Annual Fund Support Individual Giving Checks Credit card Securities TRF-DIRECT Checking or savings account Credit card account

11. Annual Programs Fund Paul Harris Fellow - $1,000+ Major Donor - $10,000+

12. 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

13. Foundation Report

14. 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

15. Rotary Foundation Humanitarian Education / Culture Polio

16. Permanent Fund Outright Gifts Cash ($1,000 minimum) Cash ($1,000 minimum) Securities Securities You avoid paying capital gains taxes You avoid paying capital gains taxes You receive a charitable tax deduction You receive a charitable tax deduction Real estate Real estate At least $25K ($10K for undeveloped land) At least $25K ($10K for undeveloped land) Tangible personal property Tangible personal property Jewelry at least $10K Jewelry at least $10K Artwork at least $25K Artwork at least $25K

17. Permanent Fund Life Income Agreements Charitable Gift Annuity Charitable Gift Annuity Receive fixed payments for life from your gift of cash or marketable securities Receive fixed payments for life from your gift of cash or marketable securities Deferred Charitable Gift Annuity Deferred Charitable Gift Annuity Postpone payments until a later date when income will be needed. Postpone payments until a later date when income will be needed. Charitable Remainder Trust Charitable Remainder Trust Income for your lifetime or a term of years Income for your lifetime or a term of years A strategy for incorporating charity into estate plans. A strategy for incorporating charity into estate plans.

18. Permanent Fund Life Income Agreements Benefits to Donor Annual income Annual income Federal income tax deduction Federal income tax deduction Potential estate tax savings Potential estate tax savings Increased income from low-yielding assets Increased income from low-yielding assets Avoidance or reduction of capital gains taxes Avoidance or reduction of capital gains taxes

19. Permanent Fund Bequests Through wills or living trusts Through wills or living trusts Various forms: Various forms: Specific bequest for cash or specific piece of property 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 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 Contingent bequest takes effect only under certain conditions

20. Permanent Fund Credit Card Program Everyday purchases to raise money for The Rotary Foundation and points to the holder. 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. The Rotary Foundation has received $5M through the credit card program.

21. Permanent Fund Recognition Benefactor - $1,000 Benefactor - $1,000 Bequest Society Bequest Society $10,000 or more $10,000 or more

22. Rotary Foundation Humanitarian Education / Culture Polio

23. Humanitarian Programs Matching Grants Matching Grants District Simplified Grants District Simplified Grants

24. Humanitarian Programs Matching Grants Address humanitarian needs that benefit a community Address humanitarian needs that benefit a community $5,000 - $150,000 $5,000 - $150,000 Matches Club (.5 to 1) or District (1 to 1) funds (up to $150K) for the project 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 Based on international partnership between Clubs or Districts Can be ‘World Community Service’ projects Can be ‘World Community Service’ projects http://www.rotary.org/en/ServiceAndFellowship/Proje ctResources/ProjectLINK/Pages/ridefault.aspx

25. Humanitarian Programs District Simplified Grants District: Up to 20% of ‘DDF’ District: Up to 20% of ‘DDF’ Club: Funds 10% Club: Funds 10% Humanitarian Endeavors Humanitarian Endeavors Local community Local community International community International community Direct Rotarian involvement Direct Rotarian involvement Implementation Implementation Oversight of grant funds Oversight of grant funds

26. Rotary Foundation Humanitarian Education / Culture Polio

27. Educational Programs Ambassadorial Scholarships Ambassadorial Scholarships Group Study Exchange Group Study Exchange World Peace Fellowships World Peace Fellowships

28. Educational Programs Ambassadorial Scholarships World's largest privately funded international scholarships program for university level studies. World's largest privately funded international scholarships program for university level studies. $26K for one year scholarship $26K for one year scholarship 2008-09: 651 scholars in 87 countries 2008-09: 651 scholars in 87 countries

29. Educational Programs Group Study Exchange Four to six weeks international cultural and vocational exchange Four to six weeks international cultural and vocational exchange Young business and professional men and women Young business and professional men and women Foundation pays for teams’ travel Foundation pays for teams’ travel Local Rotarians in the host area provide for meals, lodging, and local travel Local Rotarians in the host area provide for meals, lodging, and local travel

30. Educational Programs World Peace Fellowships Master's degree programs Master's degree programs International Relations International Relations Peace and conflict resolution Peace and conflict resolution 60 scholars per year to study at one of the Rotary Centers 60 scholars per year to study at one of the Rotary Centers

31. Educational Programs World Peace Fellowships Six Rotary Centers for International Studies in Peace and Conflict Resolution USA Duke-UNC England Japan Australia Argentina TBD University

32. Rotary Foundation Humanitarian Education / Culture Polio

33. PolioPlus Started in early 1985 Rotary's contributions will exceed $600M PolioPlus Partners Clubs & Rotarians support immunization activities

34. PolioPlus 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

35. Rotary Foundation Humanitarian Education / Culture Polio

36. Rotary Foundation World Understanding GoodwillPeace