1. District 5360 Rotary Foundation Seminar The Rotary Foundation

2. District 5360 Rotary Foundation Seminar The Parts of the Sum Annuals Programs Fund Permanent Fund Polio Plus Fund Peace Centers Approved Foundation Grants = Total Foundation Fund

3. District 5360 Rotary Foundation Seminar What happens to Donations

4. 2015-16 DISTRICT 5360 DESIGNATED FUND POSSIBLE ALLOCATION Club & personal donations to TRF Annual Program Fund in 2012 = $944,140 $

5. District 5360 Rotary Foundation Seminar Why donate – who benefits 2012-13 District-wide Projects $ Multiple use 6 80,000 Economic Develop 2 22,500 Maternal/Health 4 44,500 Water 2 24,000 Literacy 1 15,000 Scholarships 4 4,000 Travel Grant 2 2,300

7. District 5360 Rotary Foundation Seminar Ways To Give Every Rotarian Every Year US$25 p.a. Sustaining Member US$100 p.a. Consider direct payment monthly from your bank or charge to your credit card and earn points

8. District 5360 Rotary Foundation Seminar Ways To Give Paul Harris Fellow Make a $1,000 Donation in your own name Gift a PHF to a relative or friend as a sign of recognition Club recognition for service of member or community leader

9. Monthly Donation Form

10. District 5360 Rotary Foundation Seminar Ways To Give Major Donor Gift US$10,000 Can be cumulative Special recognition events at Rotary Conventions

11. District 5360 Rotary Foundation Seminar Ways To Give Paul Harris Society Commit to Donate $1,000 p.a. every year. Builds to Major Donor Status Special recognition given Need to advise TRF in writing

12. District 5360 Rotary Foundation Seminar Ways To Give Arch C Klumph Society $250,000 Donation Generally given over 3 years Very special recognition given

13. Donate Shares from your Investment Portfolio Donating shares that have risen in value saves you taxes E.g.. – Bought 1000 shares of ABC Co. @ $5.00 Shares now worth $25/share = $25,000 13

14. Donate Shares from your Investment Portfolio Donate the 1000 shares to TFR You get $25,000 charitable donation deduction You don’t pay tax on capital gains 14

15. District 5360 Rotary Foundation Seminar Ways To Give Where there’s a will ……. Benefactor - $1,000 + Bequest Society - $10,000 + Can designate to a specific Rotary cause Tax deductible donation upon death

16. How to access your Foundation Account Go to the Rotary International website Sign in to My Rotary Select Foundation Reports under the Rotary Foundation menu Select Donor History Report near the bottom of the Foundation Reports menu Note that there is an Overview Report and a Detailed Transaction Report 16

17. District 5360 Rotary Foundation Seminar Questions? ???????????????????????????

18. District 5360 Rotary Foundation Seminar To Close Please: Make the Foundation one of your Charities of Choice Donate on-line Write out your cheque Tell me when you have donated See me for further details Thank you for your attention