The ABCDEFG’s of the Rotary Foundation A Annual Fund

(AF)

The Foundation’s “Current account”; TRF invests for 3 years then makes 100% available to

District 7710. A Sustaining member gives $100 or more each year to the Annual Fund B Benefactors

and

Bequest

Society (BS)

Benefactors give to Endowment Fund or include in their will a donation to the Rotary

Foundation of a minimum of $1,000.

For the Bequest Society, the minimum amount for inclusion in the will is $10,000 with six levels

of recognition up to $ 1 million. A painless way to support the Rotary Foundation

C Causes

CRUT

CRAT

CGA

CLT

RI has identified 6 areas of focus for Global grants and linked the important criteria of

Sustainability. These 6 are:- Peace and conflict Resolution; Disease prevention and

treatment; Water and sanitation; Maternal and child health; Basic education and

literacy; and Economic and community development.

There is a separate Rotary Peace Center Fund. Goal $150m by 2017. $124 million raised

so far.

PolioPlus: Rotary is part of the recently announced Global Polio Eradication Initiative (GPEI)

which is financed by a wide range of public and private donors, who help meet the costs

(estimated at $5.5 billion) of the Initiative’s eradication activities to finish the job of removing

the scourge of polio from earth. The Bill Gates Foundation has challenged Rotary to bring $35

million to the table. When we do, the Gates Foundation will put in an additional $70 million.

Charitable Remainder Unit Trust (CRUT) a trust that reverts to TRF on death and gives an

annual income based on value at year-end and a tax offset on donations.

Charitable Remainder Annuity Trust (CRAT). Similar to CRUT but annual payouts are for a

fixed amount.

Charitable Gift Annuity (CGA) minimum age 50. Minimum $10,000 3% for a 50 year old to

more than 7% for a person of advanced years.

Avoid the capital gains tax. Write some of the donation off against this year’s taxes and turn

some low dividend assets into a life time income that could be 5% or more a year. A true Win-

Win-Win situation.

Charitable Lead Trusts.(CLT) They pay the Charitable Organization $$ now, and then

revert back to the donor after say 15 years.

D Donations

DAF

Goals: Ways to contribute. Recognition (PHF, Major Donors- points system) Doing good in the

world; using our individual donations to achieve collective action.

Donor Advised Fund; If you own assets that have increased in value since you acquired them

and you are facing a capital gains tax bill if you liquidate them for cash, here is an alternative.

Consider using Rotary’s Donor Advised Fund (DAF). E EREY

Endowment

Fund (EF)

Every Rotarian Every Year; Direct transfer $8.34/month less than a premium coffee a week. Or

ask to have $25 added to you quarterly Club dues. The Foundation’s Endowment Fund.

Through direct donations and inclusion of Rotary as tax-efficient Estate planning, to help the

Endowment Fund move past its total of $1 billion. It is estimated that $3 trillion will transfer

from the Baby Boomers. F Foundation Mission: “to enable Rotarians to advance world understanding, goodwill, and peace through

the improvement of health, the support of education, and the alleviation of poverty.” The

Foundation is a not-for-profit corporation supported solely by voluntary contributions for

Rotary members and friends of the Foundation. G Grants

DG

GG

2 Club Representatives must attend annual training and complete a Memorandum of

Understanding (MOU). Club applications are due in May.

District Grants; D7710 gets “block grant” in July and distributes. Max $2,000 per club. First

come- First served.

Global Grants. Min $30,000 Max $400,000 matched from Global Funds held for D7710 by TRF

D 7710: 2014-15 Club: 2015-16

Annual Fund $ 372,011 $ 1,625

Endowment Fund $ 36,050 $ 0

Global Grant contributions $ 24,100 $ 0

Polio Plus $ 48,196 $4,450

Total $ 480,357 $ 6,075

DDF for District 7710 (Share committee = DG string + DRFC) D 7710: 2014-15

District Designated Funds available 2015/16 $177,558

$ available for District Grants $ 88,779

$ available for Global grants $ 63,779

District support of Rotary Peace center $ 25,000

Cumulative numbers District 7710 Club

Paul Harris Fellows (Cumulative) 4,459 42

Paul Harris Society Club members (cumulative) 76 6

Major donors (cumulative) 75 2

Arch Klumph Society members 3 0

Benefactors 238 7

Bequest Society members 38 1

Sustaining members 1,118 13

All time giving $ 358,479

Go to www.Rotary.org and register for your member website (My Rotary) which provides information

on your contributions, Foundation recognition points and commitments

Contributions

2013/14

Cumulative

Contributions

Program spending

2013/14

Annual Fund $ 116.6 million $2.1 billion Rotary grants $ 91.8 million

Endowment Fund

expectations

$ 23.7 million $ 355.9 million

$ 635.1 million

Polio Plus $ 100.3 million $ 1.1 billion Polio Plus $ 131.3 million

Other $ 19.0 million $ 69.6 million Other $ 8.4 million

Totals $ 239.6 Million $ 231.5 Million

2013/14 # Cumulative #

Arch C Klumph

Society members

79 521

Major donors 2,216 21,078

Benefactors 2,388 92,577

Bequest Society

members

639 10,554

New Paul Harris

Fellows

54,409 1.46 million

Paul Harris Society

members

10,143 10,143

Margaret Meade, the world-famous anthropologist once wrote:-“Never doubt that a

small group of thoughtful, committed people can change the world – indeed, it is the

only thing that ever has”