2010-11 Foundation 2010-11 Foundation GivingGiving

RRFC Bill PettusRRFC Bill Pettus

Zone 27Zone 27

TRF Goals 2010-11TRF Goals 2010-11 Continue the polio eradication Continue the polio eradication

programprogram

Implement the Future Vision pilotImplement the Future Vision pilot

Rebuild the Annual Programs Fund Rebuild the Annual Programs Fund through Every Rotarian Every Year through Every Rotarian Every Year (($95M$95M))

Continuing to build the Permanent Continuing to build the Permanent FundFund

Trustee Chair

Carl Wilhelm Stenhammar

The mission of The Rotary The mission of The Rotary Foundation is to enable Foundation is to enable Rotarians to advance Rotarians to advance world understanding, world understanding, goodwill and peace goodwill and peace

through the improvement through the improvement of health, the support of of health, the support of

education, and the education, and the alleviation of povertyalleviation of poverty..

Our MissionOur Mission

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The Rotary Foundation Is UniqueThe Rotary Foundation Is Unique Addresses Addresses allall of the of the greatest educational and greatest educational and humanitarian needshumanitarian needs

Its world reach is Its world reach is greater greater thanthan the United Nations the United Nations

We can go where We can go where politicians and religious politicians and religious groups cannotgroups cannot

We can mobilize our We can mobilize our people-to-people contactspeople-to-people contacts 4

25,000 children under the age of six still die from preventable causes…..

Every Day!5

US $1 & $2US $1 & $2

About one in six peoplelive on less than $1 a day

Half the world’s population lives On less than $2 a day

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Money spent in the US each Year

Snack foods                       $  18   BillionIce Cream                        $  20   BillionCandy                               $  24   BillionCosmetic products             $  30   BillionPet products                     $  31   BillionCoffee $ 32 BillionWeight control products  $  33   BillionBeer                                 $  45   BillionSoft Drinks                        $  60   BillionFast food                          $103   BillionLegal gambling                   $550   Billion

US spending figures in one year

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United States Support of United States Support of TRFTRF

Number of Rotarians – 353,881Number of Rotarians – 353,881 Percent of all Rotarians – 29%Percent of all Rotarians – 29% Annual giving - $37,305,722Annual giving - $37,305,722 Other giving - $60,636,226Other giving - $60,636,226 Permanent Fund - $6,332,663Permanent Fund - $6,332,663 Total contributions - $104,274,611Total contributions - $104,274,611These figures are #1 in the worldThese figures are #1 in the world

Annual giving per capita - $105.42Annual giving per capita - $105.42

How Did We Do?How Did We Do?2009-102009-10 2010-112010-11 On-line ResourcesOn-line Resources

Annual ProgramsAnnual ProgramsFundFund

$100.4 M$100.4 M $108 M$108 M WWW.rotary.org/WWW.rotary.org/

contributecontribute

The ChallengeThe Challenge(Polio)(Polio)

$151.6 M$151.6 M $184 M$184 M www.rotary.org/www.rotary.org/endpolio endpolio

Permanent FundPermanent FundNet Assets Net Assets (Cumulative)(Cumulative)

$187.2 M$187.2 M $221.5 M$221.5 MAs of 8/11As of 8/11

www.rotary.org/www.rotary.org/RIdocuments/RIdocuments/en_pdf/en_pdf/pfreport.pdf pfreport.pdf

Permanent FundPermanent FundExpectanciesExpectancies

$438.5M$438.5M $463.6 M$463.6 M

Combined PF Combined PF AssetsAssetsAnd ExpectanciesAnd Expectancies

$625.7 M$625.7 M $705.1 M$705.1 M

Other Types of GivingOther Types of Giving2009-102009-10 2010-112010-11 On-line ResourcesOn-line Resources

Life Income Gifts:Life Income Gifts: 2020 4747 www.rotary.org/www.rotary.org/plannedgiving plannedgiving

Face Value of LifeFace Value of LifeIncome Gifts:Income Gifts:

$719,41$719,4177

$2,746,77$2,746,7711

Bequest SocietyBequest SocietyMembers Members (Cumulative)(Cumulative)

7,3627,362 8,0488,048 www.rotary.org/www.rotary.org/bequest bequest

Bequest SocietyBequest SocietyCommitmentsCommitments

$317.9 $317.9 MM

$347.3 M$347.3 M

Donor Advised Donor Advised FundsFunds

132132 145145 www.rotary.org/www.rotary.org/DAFDAF

DAF Market ValueDAF Market Value $9 M$9 M $8.9 M$8.9 M

Rotarians Do More Than Donate Rotarians Do More Than Donate Cash! The Value of VolunteersCash! The Value of Volunteers

Colorado - $21.62Colorado - $21.62 Idaho - $15.57Idaho - $15.57 Nebraska - $16.67Nebraska - $16.67 Wyoming - $18.38Wyoming - $18.38

SourceSource: Independent Sector Value is based on : Independent Sector Value is based on average wage of non-management, non-average wage of non-management, non-agricultural workers not highly specialized high agricultural workers not highly specialized high income earners. Perhaps the value of Rotarians is income earners. Perhaps the value of Rotarians is slightly higher.slightly higher.

Things We Do Better Things We Do Better Than Most Other CharitiesThan Most Other Charities

Support donor-driven Support donor-driven projectsprojects

Bridge the business Bridge the business community to an community to an international needinternational need

Manage costs effectivelyManage costs effectively

Provide ongoing Provide ongoing stewardshipstewardship

Respond to evolving world Respond to evolving world needs and donor interestsneeds and donor interests

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