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The Rotary Foundation

The Rotary Foundation. Rich Waugh, PDG Foundation Chair Rotary District 7750 Rotary Club of Aiken Sunrise. The Rotary Foundation. Our world --- not as it is, but what it could be…. Mission Statement - The Rotary Foundation.

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The Rotary Foundation

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  1. The Rotary Foundation Rich Waugh, PDG Foundation Chair Rotary District 7750 Rotary Club of Aiken Sunrise

  2. The Rotary Foundation Our world --- not as it is, but what it could be…

  3. Mission Statement - The Rotary Foundation The Rotary Foundation’s mission is the achievement of worldunderstanding and peace through local, national, and international humanitarian, educational and cultural programs.

  4. OUR MOTTO DOING GOOD IN THE WORLD!

  5. YOUR FOUNDATION TEAM • District Foundation Chair: Rich Waugh • Annual Giving – Rich Waugh • Permanent Fund – Bob McClure • Paul Harris Society – Isaac Shaffer • Alumni – David Brown • Scholarships – John Perry & Dee Kivett • GSE – Ken Tucker • Grants – Craig White • PolioPlus – Kathryn Smith

  6. OUR DISTRICT’S CONCERNS • Clubs that do not support their Foundation • Individual Rotarians that do not support the Foundation at any level • A low number of Benefactors • Club participation in TRF programs • A lack of knowledge about The Rotary Foundation

  7. Polio Plus

  8. Annual Programs Fund (APF)

  9. Definitions: • EREY – Giving what feels good! • Sustaining Member - $100/year • Paul Harris Society - $1000/year • Major Donor - $10,000+

  10. MID-YEAR RESULTS • Annual Program Fund • Goal - $300,000+ • Mid-year - $152,000 ($111,335) • Restricted (PoloPlus) - $14,000 • Permanent Fund - $0

  11. Abbeville Aiken Aiken Sunrise Chester Clemson Clover Emerald city Fort Mill Greenville Greenville Evening Greenwood Lancaster Breakfast Laurens Mauldin North Greenville Rock Hill Twin City York 50+% Clubs

  12. Clinton Easley Electric City Golden Strip Sunrise Greater Anderson Greater Greer Inman McCormick Co. Union Walhalla Westminster Woodruff NON-CONTRIBUTING CLUBS

  13. INTERESTING STATISTICS • District Rotarians = 2,993 • Paul Harris Fellows = 1,404 (47%) • Benefactors = 297 (10%) • Contributors: 2,339 (78%) • Never Contributed : 654 (22%)

  14. TRF-DIRECT • Automatic deductions from checking/savings • Reduces demands on club treasurers • Gives districts & clubs a fast start in annual fundraising efforts

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

  16. Permanent Fund • Bequests (Benefactor and Bequest Society) • Endowments • Life Income Agreements

  17. Leaving a Legacy of Hope – The Bequest Society • Bequest Society member is an individual or couple that has made a provision in their estate plan to gift a minimum $10,000 to TRF. Bequest Society Membership Card: 098-EN

  18. Benefactors and Recognition • A Benefactor is an individual or couple that has made a provision in their estate plan to gift a minimum $1,000 to The Rotary Foundation. Benefactor Commitment Card: 149-EN

  19. Life Income Agreement • A Life Income Agreement enables donors to receive income for life from their charitable gift. • Types of Life Income Agreements available through TRF: • Charitable Gift Annuity • Deferred Charitable Gift Annuity • Charitable Remainder Annuity Trust • Charitable Remainder Unitrust • Lead Trust • Pooled Income Fund

  20. 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 property • Receive lifetime income for you or others

  21. What Every Rotarian Can Do? • Discuss your estate plans with your spouse and children • Become a Benefactor • Talk with your financial planner about the benefits of Planned Giving • Contact Planned Giving staff at TRF to discuss specifics about your estate planning situation

  22. TRF’s Permanent Fund For further information contact: Bob McClure – Fund Chairman Aiken Sunrise Rotary Club (803) 642 9319 bob@whitecedarway.com

  23. Making our world, not as it is but what the world could be….

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