1. The Rotary Foundation of Rotary International The Rotary Foundation of Rotary International Two Needs, Two Ways of Giving

2. The Rotary Foundation of Rotary International Two Needs, Two Ways of Giving Annual Programs Fund For Support Today Permanent Fund To Secure Tomorrow

3. The Rotary Foundation of Rotary International Total funds committed …………$595 million as of 30 June 2006 Number of nations having........ 122 benefited from PolioPlus grants Number of children receiving.... 400 million oral polio vaccine in 2006 Polio-free countries, territories.... 210 and areas in 2007 Countries endemic for wild....... Only 4 polio virus in 2007 Polio Eradication

4. The Rotary Foundation of Rotary International Ambassadorial Scholarships Ambassadorial Scholarships World's largest privately funded international scholarship programs Rotary Centers for International Studies Rotary Centers for International Studies Master's degree program in peace and conflict resolution Group Study Exchange Group Study Exchange Four to six weeks international cultural and vocational exchange Educational Programs

5. The Rotary Foundation of Rotary International District Simplified Grants District Simplified Grants Short-term service activities or humanitarian endeavors of districts in communities locally or internationally Matching Grants Matching Grants Humanitarian projects that benefit a community in need and have direct local & international Rotarian involvement Volunteer Service Grants Volunteer Service Grants Support the travel of individuals who are planning or implementing service projects. 3-H Grants 3-H Grants Fund large-scale projects that enhance health, help alleviate hunger or improve human development. Humanitarian Programs

6. The Rotary Foundation of Rotary International Addresses all of the greatest educational and humanitarian needs Its world reach is greater than the United Nations We can go where politicians and religious groups cannot The Rotary Foundation is YOUR Foundation Why wouldn’t your Foundation be among your Charities of Choice? The Rotary Foundation IS Unique

7. The Rotary Foundation of Rotary International Annual Giving Encourage Every Rotarian to contribute Every Year to The Rotary Foundation Annual Programs Fund (APF-SHARE) to participate in a Foundation humanitarian or educational project Every Year Encourage Every Club to set minimum US$100 per capita APF goal

8. The Rotary Foundation of Rotary International Builds ongoing support for The Rotary Foundation - the lifeblood for Foundation Programs Helps achieve the worldwide goal of US$100 per capita Eligible for Sustaining Member, Paul Harris Fellow, Multiple Paul Harris Fellow, Paul Harris Society and Major Donor recognition Annual Giving – APF-SHARE

9. The Rotary Foundation of Rotary International Rotary Foundation Sustaining Member: A Rotarian who contributes US$100 or more every year Paul Harris Fellow: A Rotarian who contributes, or in whose name is contributed, US$1,000 Paul Harris Society: Anyone who makes a US$1,000 contribution each year to APF/SHARE, PolioPlus or approved Humanitarian grants Each PHS is managed by the district Annual Giving – APF-SHARE

10. The Rotary Foundation of Rotary International Coffee$ 32 Billion ($107 per capita) Coffee$ 32 Billion ($107 per capita) Cosmetic Products $ 30 Billion Cosmetic Products $ 30 Billion Pet Products $ 31 Billion Pet Products $ 31 Billion Soft Drinks $ 60 Billion ($200 per capita) Soft Drinks $ 60 Billion ($200 per capita) Beer $ 45 Billion Beer $ 45 Billion Weight Control Products $ 33 Billion Weight Control Products $ 33 Billion Fast Food $103 Billion ($343 per capita) Fast Food $103 Billion ($343 per capita) Legal Gambling $550 Billion Legal Gambling $550 Billion TOTAL $884 Billion ($2,947 per capita) EACH YEAR EACH YEAR How we spend our money

11. The Rotary Foundation of Rotary International YEAR 2 YEAR 1 Earnings Pay TRF Administrative Expenses Spend Select Participants Plan/AllocateContribute YEAR 3 District Simplified Grants District Simplified Grants Matching Grants Matching Grants Ambassadorial Scholarships Ambassadorial Scholarships Additional GSE Team Additional GSE Team Rotary Centers for International Studies Rotary Centers for International Studies Matching Grants Matching Grants Volunteer Service Grants Volunteer Service Grants Group Study Exchange (GSE) Group Study Exchange (GSE) Health, Hunger and Humanity Grants (3-H) Health, Hunger and Humanity Grants (3-H) 50% District Designated Funds (DDF) 50% World Fund Understanding SHARE

12. The Rotary Foundation of Rotary International APF-SHARE 3-Year Cycle Funds from Annual Giving available to districts 3 years after they are contributed - through SHARE Contributions made to the Annual Programs Fund in 2004-05 become available in 2007-08 Contributions made in 2007-08 available in 2010-11 2005 2006 2007 2008 2009 2010 2004 2005 2010 2011

13. The Rotary Foundation of Rotary International A Look at the Future – Today The Permanent Fund is Rotary’s Endowment Fund. Contributions to The Permanent Fund are NOT spent. Contributions are invested in perpetuity. Only the earnings are used to support Foundation Programs.

14. The Rotary Foundation of Rotary International Current Permanent Fund Values $565.1 $217

15. The Rotary Foundation of Rotary International Endowments of Other Institutions Service Organizations: Kiwanis International Foundation$ 4 million Lions Clubs International Foundation$ 1.6 million Rotary Foundation Permanent Fund$ 217 million Shriners Hospitals for Children$ 7 billion University and College Endowments: Harvard University$ 22.1 billion University of Oxford$ 666 million Yale University$ 12.7 billion

16. The Rotary Foundation of Rotary International Testamentary Gifts Benefactor Bequest Society Life Insurance Retirement Plan Gifts that benefit The Rotary Foundation after the donor’s death:

17. The Rotary Foundation of Rotary International Benefactors & Bequest Society A Benefactor is an individual or couple that has made a provision in their estate plan to gift a minimum US $1,000 to The Rotary Foundation, or made an outright gift of US$1,000 to the Permanent Fund. A Bequest Society member is an individual or couple that has made a provision in their estate plan totaling US $10,000 or more to TRF. Examples are living wills or whole and universal life insurance policies.

18. The Rotary Foundation of Rotary International Major Donors & Major Gifts MAJOR DONORS: Individuals or couples whose combined personal giving has reached US$10,000 or more, regardless of the gift designations. US$10,000 or more MAJOR GIFTS: Outright gifts of US$10,000 or more to any designation. Gifts of cash, appreciated assets, life income agreements and life insurance may be considered.

19. The Rotary Foundation of Rotary International Major Gifts – Ways of Giving Cash Securities – Stocks and Bonds Tangible Personal Property Real Estate Life Insurance Bequests Retirement Plans Life Income Agreements (US only) Donor Advised Fund (US only)

20. The Rotary Foundation of Rotary International IRA Roll-over Option Individuals who are 70 ½ at the time of the gift may annually donate up to $100,000 from their Individual Retirement Account (IRA) directly to The Rotary Foundation This gift can be made without increasing federal gross income for that tax year Available from now until 31 December 2007 only

21. The Rotary Foundation of Rotary International Life Income Agreements: Pass the Four “Win” Test Did you know that with one gift you can … Make a major gift to support Rotary Foundation programs Receive immediate tax benefits Reduce capital gains tax on gifts of appreciated assets (stock, property….) Receive lifetime income for you or others

22. The Rotary Foundation of Rotary International Donor Advised Funds Establishing a DAF is like having a private foundation without the hassles and paperwork that go along with operating one. Group account (From two to four account- holders, expected to last in perpetuity) Individual account (One account-holder and a spouse, possibility of transferring account- holder status to child or children, remainder to charity)

23. The Rotary Foundation of Rotary International The Rotary Foundation O UR C HARITY OF C HOICE The Rotary Foundation O UR C HARITY OF C HOICE

24. The Rotary Foundation of Rotary International SHARE SHARE your support - Lead by Example SHARE SHARE your enthusiasm - Tell the Stories SHARE SHARE the opportunity – ASK! SHARE SHARE your appreciation ROTARY SHARES