Rotary Foundation presentation by District 7710 TRF Chair Barry Phillips

1. 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

2. 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”