SPECIAL – The Rotary Foundation Supplement
“For me, supporting the Rotary Foundation is a “no-brainer.” The Foundation consistently gets very high marks for efficiency and stewardship and virtually all of the donations come back out to be used for good works. And those good works are done by fellow Rotarians, so I have faith that the money is used where it is needed. Not only do we receive money back to our own District where we can use it to fund local projects, it goes to Global Grants, which encourage teams of Rotarians around the world to tackle larger projects that really make a difference. I saw that up close when my former club in Madison, AL won a Global Grant to install Ecostoves in Honduran villages. Teaming with a local Honduran club we used local labor that were given training to install the stoves. So not only did we benefit the families who received the stoves, we provided skills and employment to people. When I left Alabama, the club was in the process of applying for another grant to expand the work. How could I not support all of that?”
Carol Rives, Chapel Hill-Carrboro Sunrise
The Rotary Foundation has received the highest possible score from Charity Navigator, an independent evaluator of charities in the U.S.
In the most recent ratings, The Rotary Foundation earned the maximum 100 points for both financial health and accountability and transparency.
The ratings reflect how efficiently Charity Navigator believes the Foundation will use donations, how well it has sustained programs and services, and its level of commitment to good governance and openness.
In the previous rating, the Foundation had received 97 points.
The Association of Fundraising Professionals has recognized The Rotary Foundation with its annual Award for Outstanding Foundation.
The award honors organizations that show philanthropic commitment and leadership through financial support, innovation, encouragement of others, and involvement in public affairs.
“We are honored to receive this recognition from the Association of Fundraising Professionals, which gives us even more reason to celebrate during our Foundation’s centennial year,” said Rotary Foundation Trustee Chair Kalyan Banerjee. “The continued strong support of Rotary members will enable the Foundation to carry out its mission of advancing world understanding, goodwill, and peace.”
Top 4 Questions about the Paul Harris Society
By Matthew Kane
WHAT IS THE PAUL HARRIS SOCIETY?
The Paul Harris Society recognizes Rotary members and friends of The Rotary Foundation who contribute $1,000 or more each Rotary year to the Annual Fund, PolioPlus Fund, or approved Foundation grants.
WHAT IS THE DIFFERENCE BETWEEN A PAUL HARRIS FELLOW AND PAUL HARRIS SOCIETY MEMBER?
Anyone who cumulatively contributes $1,000 during any time period becomes a Paul Harris Fellow. A person can also be named a fellow if someone else uses 1,000 Foundation recognition points to honor him or her as such. A member of the Paul Harris Society contributes at least $1,000 each year to the Annual Fund, PolioPlus Fund, or approved Foundation grants.
HOW CAN I JOIN THE PAUL HARRIS SOCIETY?
Complete the brief online sign-up form at the Paul Harris Society page (www.rotary.org/paulharrissociety) and choose Join Today
AM I REQUIRED TO GIVE $1,000 BEFORE JOINING THE PAUL HARRIS SOCIETY?
No. Surprisingly you can join this society simply with the intent to contribute $1,000 annually. We trust you
If you have questions about the Paul Harris Society contact Matthew Kane at MattKane@nc.rr.com
Ways to Support The Rotary Foundation
Through the generosity of people like you, our work has made a difference in the lives of millions around the world. Your gift to The Rotary Foundation allows us to improve communities by promoting peace, preventing disease, bolstering economic development, and providing clean water and sanitation.
You can choose to make a one-time gift, or enroll in Rotary Direct, Rotary’s recurring giving program, to support our efforts year round.
Recurring giving (Rotary Direct)
Make your giving to the Foundation easy by enrolling in Rotary Direct, Rotary’s recurring giving program. You select an amount and frequency that’s convenient for you.
Paul Harris Society
Named after Rotary’s founder, the Paul Harris Society recognizes Rotary members and friends of The Rotary Foundation who contribute $1,000 or more each year to the Annual Fund, PolioPlus, or approved global grants. The purpose of the Paul Harris Society is to honor and thank individuals for their generosity of annual support to The Rotary Foundation.
What you gift supports
With your gift you’re promoting peace, fighting disease, providing clean water, saving mothers and children, supporting education, and growing local economies through grants that:
- Bring peace-building seminars to 200 teachers and 1,300 students in Uganda.
- Distribute insecticide-treated mosquito nets and medical services that help prevent malaria in Mali.
- Train teachers who are establishing an early childhood education center in South Africa.
- Provide water filters, toilet blocks, and hygiene training to prevent fluorosis in a community in India.
- Fund a scholarship for a medical professional to research treatment to minimize mortality rates among premature
How to make a donation by check
Please make your check or draft payable to “The Rotary Foundation”. Send it with the completed Form 123 EN to the address below:
The Rotary Foundation
14280 Collections Center Dr.
Chicago, IL 60693, U.S.A.
You can donate stocks, mutual funds, or other securities.
Your gift of marketable securities to The Rotary Foundation offers you tax benefits. But more important, it helps the Foundation make an impact for people in need. Donors may transmit gifts of appreciated securities through their broker or by mail. In either case, we ask that you complete a notice of transmittal form.
Contributions to the Donor Advised Fund or to fund Life Income Gifts require separate stock transfer forms. Please contact Planned Giving at +1-847-866-3100 for the proper forms.
The date securities are received in the Foundation’s brokerage account is the date of the gift.
Making a gift of real estate may afford you financial benefits.Gifts of real estate may include land both improved and unimproved, detached single-family residences, condominiums, apartment buildings, rental property, commercial property, farms, and gifts subject to a retained life estate.
The Gift Acceptance Committee of The Rotary Foundation publishes a very comprehensive Gift Acceptance Policy that covers what a potential Donor needs to know about donations of Real Estate
Employee matching gift
Double the impact of your gift by asking your employer to match your contribution to The Rotary Foundation. More than 15,000 companies match gifts to the Foundation, including many international corporations. Find out if your employer does at www.rotary.org/matchinggifts.
Contact your human resources department to learn if your company is eligible for the program. If it is eligible, request a matching gift form from your employer, and send it completed and signed with your gift. The Rotary Foundation will do the rest. The impact of your gift to our organization may be doubled or possibly tripled! Some companies match gifts made by retirees and/or spouses.
You can promote Rotary and help support our Foundation with the Rotary credit card. A portion of each purchase you make with the card will benefit The Rotary Foundation, at no additional cost to you.
The Rotary Foundation has received more than $8.6 million from the program since it launched in 2000, including $3.6 million to support polio eradication.
Establish your legacy by ensuring The Rotary Foundation can meet the world’s vital needs for generations to come. Your gift helps us prevent disease, promote peace, and advance communities well into the future.
How does the Endowment Fund work?
A portion of available earnings from our Endowment Fund supplements Foundation activities and helps strengthen our future commitments. Your contributions are invested in perpetuity. A percentage of the total value of the Endowment Fund is spent annually to benefit current and future Foundation grants and programs. The Foundation has set a goal of $2.025 billion in Endowment Fund assets and gift commitments by 2025.
The Foundation has recognition opportunities for your gift that include:
- Bequest Society membership
- Major Donor
- Arch Klumph Society membership
End-of-Year Suggestions for Gifts to Rotary Foundation
Five things to keep in mind as we approach the end of calendar year 2017.
By Carl Davis, Zone 33 Major Gifts Officer
As we approach the end of the calendar year, here are five things to keep in mind when seeking to use your financial resources to make our world better through our Rotary Foundation.
Calendar Year. First, remember that although Rotary does not operate on a calendar year, the IRS does. For a contribution to be tax deductible on your 2016 tax return, the gift must be made during 2016. Make your year-end gift sooner rather than later to ensure that it is received and processed in plenty of time. This is especially true if you are making a gift of stock or mailing your contribution via US mail.
3-Year Pledge. Second, something as important as our philanthropic giving really deserves to be well planned. Consider planning your giving by using a three year pledge with The Rotary Foundation. The way it works is that, over the period of the next three years, you agree to give a total of $10,000 or more to any fund at The Rotary Foundation (Annual Fund, PolioPlus or Endowment Fund). The Rotary Foundation then enters into a pledge agreement with you that spells out your preferred planned payment schedule for making that contribution in a series of smaller gifts (each one is considered a payment on your total pledge) during the next three years. You receive full donor recognition for the total amount as soon as you make the first of your scheduled pledge payments and sign the agreement outlining your intent.
Planning your multi-year philanthropy in this way allows The Rotary Foundation to better plan our philanthropic work and allows you to reach Major Donor recognition in an easier way than may be otherwise possible.
IRA Charitable Rollover. Third, if you have an Individual Retirement Account and you are over age 70½, you may have your Required Minimum Distribution made payable directly to The Rotary Foundation, and then designate it as a qualified charitable distribution on your tax return.
You’ll have satisfied your distribution requirement, and you won’t have to pay income taxes on that money. Be aware that you can’t also claim the qualified distribution as a charitable tax deduction—the amount is simply excluded from your taxable income. This can be especially helpful for people who do not itemize their tax returns or who are seeking to lower the amount of their adjusted gross income. A pledge can be funded with gifts made directly from your IRA.
Appreciated Stock. Fourth, consider gifting appreciated stock. Donating long-term appreciated securities directly to charity — rather than selling the assets and donating the cash proceeds — is one of the best and easiest ways to give more. By taking advantage of the applicable tax incentives, you can significantly increase the amount of funds available for charitable giving. A charitable contribution of long-term appreciated securities — i.e. stocks, bonds and/or mutual funds that have realized significant appreciation over time — is one of the most tax-efficient of all ways to give. This method of giving has become increasingly popular in recent years because of two key advantages: First, any long-term appreciated securities with unrealized gains (meaning they were purchased over a year ago, and have a current value greater than their original cost) may be donated to The Rotary Foundation and a tax deduction taken for the full fair market value of the securities — up to 30% of the donor’s adjusted gross income, and second, since the securities are donated rather than sold, capital gains taxes from selling the securities no longer apply. The more appreciation the securities have, the greater the tax savings will be.
Holiday Gift. Finally, consider making your gift to The Rotary Foundation in honor of a loved one as a holiday gift. Whether you make a pledge, a gift from an IRA, a gift of stock, or simply write a check or give online, you can make your gift in honor of a loved one. The loved one will receive a letter saying a gift has been made to The Rotary Foundation in their honor. Most of us have people on our holiday gift list for whom we do not have a good gift idea. Making the world a better place through the power of Rotary is a gift that is always appropriate.
For more information, contact Major Gifts Officer Carl Davis at (847) 424-5343 or e-mail at firstname.lastname@example.org
50/50: Using Matching Points for Paul Harris Fellowships
PolioPlus: Countdown to History
At this season, it’s easy to remember all our typical blessings that we enjoy here in central North Carolina, but this year we will also think of blessings like no hurricanes or wildfires or terrorist bombings. As Rotarians, our response to aid those stricken by these disasters is always appreciable.
I recently took part in Rotary’s World Polio Day event to update my continuing education on the history of the polio virus, and, it’s impending demise. I continue to wonder how terrifying it must have been in the 1940’s here in North Carolina where we led the nation in new polio cases. I think of two doctors and one nurse who led the effort to build “The Miracle of Hickory” polio hospital when all other hospitals were overrun with the thousands suffering with the polio virus.
How wonderful is it to know that, according to Jay Wenger, with the Bill & Melinda Gates Foundation, the last recorded case of polio may occur in 2017, allowing the world to be declared “Polio-Free” by the World Health Organization in 2020. How happy we Rotarians will be knowing that, for over 35 years, we have contributed to the eradication of only the second human disease in the world.
With less than 20 new cases this year, we are still vaccinating 430 million children a year in dozens of countries that remain at risk for the return of polio. The CDC continues to monitor open sewers for the virus. Vaccinators and security personnel still risk their lives delivering the vaccine in Pakistan and Afghanistan, with over 100 killed in recent years.
These are the reasons WHY we need to continue contributing to this heroic international effort. In this season of gifting, please include your annual gift of at least $50 for PolioPlus so that we can meet Rotary’s $50 million goal that will be matched by $100 million by the Gates Foundation. Thank you.
Empowering the leaders of tomorrow and strengthening the leaders of today.
By Reagan Weaver
That’s what we say the Rotary Peace Centers do. From the earliest days of Rotary, in fact, the first international conference of Rotarians in Edinburgh, Scotland, in 1921, Rotarians adopted a provision in the Constitution to encourage and foster the advancement of international understanding, goodwill and peace through our world fellowship. Following that first international conference and to this day, Rotary has been active in various parts of the world to help peace-builders. Rotary assisted in the formation of UNESCO as well as the United Nations. It honored Paul Harris soon after his death in 1947 with the creation of the Ambassadorial program — one of the best-known efforts of Rotary to encourage world peace and understanding. Rotary’s other peace-building efforts continued side-by-side with this program over the years until the Peace Centers were begun in 2002.
Pictured below after completing his Peace Fellowship is Path Heang who is using his skills learned as a Fellow to help Cambodians recover from what is described as ‘From Genocide to Justice’. In this case and in many, Peace Fellows continue their service to others as peace-builders. Path’s story captures your attention in the book, A String of Pearls and it is introduced in this way:
“Of all the people who are eyewitnesses to the worst examples of man’s inhumanity to man, surely a young child is the most distressing. And of all the marginalized people who suffered
Under one of the world’s most repressive, genocidal regimes, surely a child who bore the scars of witnessing such atrocities would be the least likely to become a candidate for an advanced degree at one of the world’s best universities. Path Heang might just be the person whom the world would have voted “least likely.”
Fifteen stories of former Peace Fellows are memorialized in A String of Pearls, Inspiring Stories of How Rotary Peace Fellows are Serving Humanity and Changing the World, by David C. Forward, available for purchase online at www.RotaryStringOfPearls.com. Proceeds from the sale of this book go directly to the Rotary Foundation.
Your year-end giving can celebrate the work of Peace Fellows both by donations to the Foundation and by claiming a copy of these fifteen stories of inspiration.
Giving Back to our Community and our World
“One of my veterinary mentors, Dr. Doug Meckes, was a Rotarian in Apex. He encouraged me to get involved in Rotary when I moved to Smithfield and started working. Jim White invited me to attend the organizational meeting of the Central Johnston County club, and I have maintained membership since its first meeting in 1988.
Rotary has been a good way to meet new friends and make business contacts. Part of the object of Rotary is the “development of acquaintance as an opportunity for service.” There are over 70 members in our club now. When I first joined, I was the youngest member. Now, I am one of the oldest ones. It has been neat to watch that transition over the years.
The best way I have found to get to know the other members is working side by side on service projects. Whether delivering meals on wheels to the elderly, picking up trash along the roadway, building a shelter at the park, or taking the kids from the boys and girls home to Durham for a Bulls game, this shared experience is a great way to develop relationships with others. Community service is a big part of Rotary’s mission, and this avenue has taught me the importance of caring for others.
My participation has been a great personal and educational experience and has helped me to develop and enhance my leadership skills. Over the years, I have served in nearly every position on the board of directors. What I have learned through Rotary’s emphasis on vocational service is to recognize the worthiness of all useful occupations, and to consider my work in veterinary medicine as an opportunity to serve society.
Perhaps the part of Rotary that has impacted me the most is the call to “advance international understanding, goodwill, and peace.” The Rotary Foundation has undertaken the task of eradicating polio from the face of the earth, and is very close to making that happen. I have had the chance to open up my home to people from around the world through group study exchange programs, and took my family to visit one of our guests at his home in Denmark. Recently I have been involved in an international service project building latrines in the Dominican Republic, and have been able to stay in the homes of Rotarians there.
Rotary is not for everyone. Many of the people that I have invited to join over the years didn’t ever get involved in the projects. I believe strongly in the ideals of Rotary. It has been a great outlet for me to get involved in giving back to our community and our world. Rotary’s motto of “service above self” is what I strive to achieve each day in both my personal and professional life.”
Willie Smith, Central Johnston Club