the rotary foundation...permanent fund contributions • benefactor – include $1000 or more in...

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The Rotary Foundation Sooke Rotary Club October 30 th 2013 Ed Fougner Qualicum Beach Sunrise Rotary Club [email protected]

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Page 1: The Rotary Foundation...Permanent Fund Contributions • Benefactor – Include $1000 or more in your estate plans as a beneficiary to the Endowment Fund. Benefactors receive a certificate

The Rotary Foundation

Sooke Rotary Club

October 30th 2013

Ed Fougner – Qualicum Beach Sunrise Rotary Club – [email protected]

Page 2: The Rotary Foundation...Permanent Fund Contributions • Benefactor – Include $1000 or more in your estate plans as a beneficiary to the Endowment Fund. Benefactors receive a certificate
Page 3: The Rotary Foundation...Permanent Fund Contributions • Benefactor – Include $1000 or more in your estate plans as a beneficiary to the Endowment Fund. Benefactors receive a certificate

What is the Rotary Foundation ?

The Rotary Foundation is a not-for-profit corporation that supports the efforts of Rotary International to achieve world understanding and peace through international humanitarian, educational, and cultural programs.

Page 4: The Rotary Foundation...Permanent Fund Contributions • Benefactor – Include $1000 or more in your estate plans as a beneficiary to the Endowment Fund. Benefactors receive a certificate

The Mission of TRF

The Mission of The Rotary Foundation is to enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty.

Page 5: The Rotary Foundation...Permanent Fund Contributions • Benefactor – Include $1000 or more in your estate plans as a beneficiary to the Endowment Fund. Benefactors receive a certificate

Rotary Foundation Trustees

DK Lee TRF Trustee Chair Monty J. Audenart, Trustee 2013-17 Rotary Club of Red Deer East

There are 15 Trustees

Page 6: The Rotary Foundation...Permanent Fund Contributions • Benefactor – Include $1000 or more in your estate plans as a beneficiary to the Endowment Fund. Benefactors receive a certificate

Where does the money come from?

TRF is supported solely by voluntary contributions from

Rotarians and friends of the Foundation who share its vision of a better world.

Page 7: The Rotary Foundation...Permanent Fund Contributions • Benefactor – Include $1000 or more in your estate plans as a beneficiary to the Endowment Fund. Benefactors receive a certificate

Where Does The Money Go?

①To Rotary Districts for District Matching Community

Grants to clubs ($2500 maximum) and for

Ambassadorial Scholarships.

①To Rotary Clubs in the form of Matching Global

Humanitarian Grants ($30,000 minimum)

①To Rotary Clubs to fund a Vocational Training Team

①To Ambassadorial and Peace Scholars

①To Polio Eradication

Page 8: The Rotary Foundation...Permanent Fund Contributions • Benefactor – Include $1000 or more in your estate plans as a beneficiary to the Endowment Fund. Benefactors receive a certificate

Our Annual Fund

Contributions Every Rotarian Every Year

Invested for 3 Years

Rotarian Managed

SHARE50/50

District Designated Funds Managed by Rotarians

World Fund

Rotarians develop and manage Humanitarian

Projects

Page 9: The Rotary Foundation...Permanent Fund Contributions • Benefactor – Include $1000 or more in your estate plans as a beneficiary to the Endowment Fund. Benefactors receive a certificate

Understanding AF/Share*

2011

2012

2012

2013

2013

2014

2014

2015

2015

2016

2016

2017

2010

2011

50% World Fund

• Global Grants

• Peace Scholars

• Ambassadorial Scholars

• Voc. Training Teams

50% District Designated Funds

• District Community Grants

• Ambassadorial Scholars

• District Share of Global Grants

• (District Matching Grants)

Page 10: The Rotary Foundation...Permanent Fund Contributions • Benefactor – Include $1000 or more in your estate plans as a beneficiary to the Endowment Fund. Benefactors receive a certificate

Recognizing AF Contributions

Paul Harris Pin Multiple Paul Harris Pin

Paul Harris Society

Master Donor Pin

Sustaining Member Decal

Page 11: The Rotary Foundation...Permanent Fund Contributions • Benefactor – Include $1000 or more in your estate plans as a beneficiary to the Endowment Fund. Benefactors receive a certificate

Permanent Endowment Fund

• 2002 - $340 Million in Assets and Expectancies

• 2006 - $500 Million

• 2012 - $755 Million

• 2025 - $1 Billion Goal

Page 12: The Rotary Foundation...Permanent Fund Contributions • Benefactor – Include $1000 or more in your estate plans as a beneficiary to the Endowment Fund. Benefactors receive a certificate

Permanent Fund Contributions

• Benefactor – Include $1000 or more in your

estate plans as a beneficiary to the Endowment

Fund. Benefactors receive a certificate and

insignia to wear with a Rotary or Paul Harris

Fellow pin. • Bequest Society - when you give $10,000 or more

via your estate plans. All society members receive an engraved crystal recognition piece and a Bequest Society pin.

Page 13: The Rotary Foundation...Permanent Fund Contributions • Benefactor – Include $1000 or more in your estate plans as a beneficiary to the Endowment Fund. Benefactors receive a certificate

Polio

Page 14: The Rotary Foundation...Permanent Fund Contributions • Benefactor – Include $1000 or more in your estate plans as a beneficiary to the Endowment Fund. Benefactors receive a certificate

Polio 2013 - 2018

Bill and Melinda Gates Foundation will match $2 for every $1 contributed by Rotarians for 5 Years

Page 15: The Rotary Foundation...Permanent Fund Contributions • Benefactor – Include $1000 or more in your estate plans as a beneficiary to the Endowment Fund. Benefactors receive a certificate

Why Contribute?

Page 16: The Rotary Foundation...Permanent Fund Contributions • Benefactor – Include $1000 or more in your estate plans as a beneficiary to the Endowment Fund. Benefactors receive a certificate
Page 17: The Rotary Foundation...Permanent Fund Contributions • Benefactor – Include $1000 or more in your estate plans as a beneficiary to the Endowment Fund. Benefactors receive a certificate
Page 18: The Rotary Foundation...Permanent Fund Contributions • Benefactor – Include $1000 or more in your estate plans as a beneficiary to the Endowment Fund. Benefactors receive a certificate
Page 19: The Rotary Foundation...Permanent Fund Contributions • Benefactor – Include $1000 or more in your estate plans as a beneficiary to the Endowment Fund. Benefactors receive a certificate
Page 20: The Rotary Foundation...Permanent Fund Contributions • Benefactor – Include $1000 or more in your estate plans as a beneficiary to the Endowment Fund. Benefactors receive a certificate

Why Not?