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THE ROTARY FOUNDATION THE ROTARY FOUNDATION FISCAL 2006-07 D3500 FISCAL 2006-07 D3500 Permanent Fund Committee Permanent Fund Committee Jason S.C. “Archi” Hsu Jason S.C. “Archi” Hsu 12 February 2007 12 February 2007

THE ROTARY FOUNDATION FISCAL 2006-07 D3500

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THE ROTARY FOUNDATION FISCAL 2006-07 D3500. Permanent Fund Committee Jason S.C. “Archi” Hsu 12 February 2007. 2005~06 contribution from Districts. 1,079,126. 23. 11. 0. 6. 5. 9. 3. The Power of a Few Big Gifts. District 3520, Taiwan. Total contributions : $ 1,079,100 - PowerPoint PPT Presentation

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Page 1: THE ROTARY FOUNDATION FISCAL 2006-07  D3500

THE ROTARY FOUNDATIONTHE ROTARY FOUNDATIONFISCAL 2006-07 D3500FISCAL 2006-07 D3500

Permanent Fund CommitteePermanent Fund Committee

Jason S.C. “Archi” HsuJason S.C. “Archi” Hsu

12 February 200712 February 2007

Page 2: THE ROTARY FOUNDATION FISCAL 2006-07  D3500

2005~06 contribution from Districts2005~06 contribution from Districts

0

200

400

600

800

1000

1200

3460 3470 3480 3490 3500 3510 3520

2005~06Total

11 0 6 5 9 3 23

1,079,126

Page 3: THE ROTARY FOUNDATION FISCAL 2006-07  D3500

The Power of a Few Big Gifts

Total contributions : $ 1,079,100(1 July 2005 – 30 June 2006)

District 3520, Taiwan

50%$538,900

50%$540,200

32 Major Gifts

Other D. 3520Contributions

Page 4: THE ROTARY FOUNDATION FISCAL 2006-07  D3500

D3500 Contribution summaryD3500 Contribution summary

0

100

200

300

400

500

600

01~02 02~03 03~04 04~05 05~06

AGpolioTotal

398,722

537,821503,899

432,100

254,200

143151

219 218 192

Page 5: THE ROTARY FOUNDATION FISCAL 2006-07  D3500

Major Gifts increase endowmentMajor Gifts increase endowment

0

100

200

300

400

500

600

700

2005~06 2006~07

MGTotal

9 26

432,000

620,000

Page 6: THE ROTARY FOUNDATION FISCAL 2006-07  D3500
Page 7: THE ROTARY FOUNDATION FISCAL 2006-07  D3500
Page 8: THE ROTARY FOUNDATION FISCAL 2006-07  D3500
Page 9: THE ROTARY FOUNDATION FISCAL 2006-07  D3500

District Contribution to TRF District Contribution to TRF

0

100

200

300

400

500

600

700

01~02 02~03 03~04 04~05 05~06 06~07

permanent

restrict

polio

AG

537,821

Page 10: THE ROTARY FOUNDATION FISCAL 2006-07  D3500

Total contribution analysisTotal contribution analysis

06-07

620,000

Annual Given Fund

Named Gift For Ambassadorial

Scholarship + Restrict

Establish Endowed Fund within the

Rotary Foundation’s Permanent Fund

2 x 23,000 = 46,000

205 x 2100 = 430,000

127,000

Restrict = 17,000

Page 11: THE ROTARY FOUNDATION FISCAL 2006-07  D3500

Level1

Level2

Level3

Level4

Other Majors

Named Funds

PHF + Every RotarianEvery Year

06~07 Total Contribution Analysis06~07 Total Contribution Analysis

12

5

31

3

Named Fund

PHF + Every

Rotarian

Every Year

50 % 50 %

2

Page 12: THE ROTARY FOUNDATION FISCAL 2006-07  D3500

Ha, I know these Chinese characters!!

Page 13: THE ROTARY FOUNDATION FISCAL 2006-07  D3500

I can’t wait to read.

Page 14: THE ROTARY FOUNDATION FISCAL 2006-07  D3500

D3480 MG Project