District 5360 Rotary Foundation Seminar

The Rotary Foundation

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

District 5360 Rotary Foundation Seminar

What happens to Donations

2015-16 DISTRICT 5360 DESIGNATED FUND POSSIBLE

ALLOCATION

Club & personal donations to TRF Annual

Program Fund in 2012 = $944,140

$

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

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

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

Monthly Donation Form

District 5360 Rotary Foundation Seminar

Ways To Give

Major Donor

• Gift US$10,000

• Can be cumulative

• Special recognition events at Rotary Conventions

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

District 5360 Rotary Foundation Seminar

Ways To Give

Arch C Klumph Society

• $250,000 Donation

• Generally given over 3 years

• Very special recognition given

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

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Donate Shares from your Investment Portfolio

Donate the 1000 shares to TFRYou get $25,000 charitable

donation deductionYou don’t pay tax on capital gains

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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

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

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District 5360 Rotary Foundation Seminar

Questions?

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