A description of the differences between the Rotary (International) Foundation and the Evergreen Rotary Foundation (local) from a presentation by DGE Curt Harris

1. THE ROTARY FOUNDATION
OF ROTARY INTERNATIONAL
A Presentation to the Evergreen Rotary Club
By Curt Harris
November 2, 2018

2. I’M CONFUSED,
IS THERE MORE THAN ONE FOUNDATION?
 The Evergreen Rotary Club (ERC) is a 501(c)4 non-profit
organization
 The Evergreen Rotary Foundation (ERF) is a 501(c)3 non-profit
organization
 The Rotary Foundation (TRF) is also a 501(c)3 non-profit
organization
 501(c)3 organizations are also called “Public Charities” and
donations are usually tax deductible

3. WHY TWO FOUNDATIONS?
 The Evergreen Rotary Foundation is our club’s foundation
 Donations to the ERF are tax-deductible (“a Public Charity”}
 Some sponsors require organizations to be public charities
 The Rotary Foundation is Rotary International’s foundation

4. THE ROTARY FOUNDATION
OF ROTARY INTERNATIONAL
The Rotary Foundation
 Has been around for over 100 years
 Has funded over $3 billion in projects
 Each year, TRF funds $70 million in grants for 1,100 projects

5. HOW DOES IT WORK?
 Donations to the “Annual Fund” come back to the District in three
years in the form of District Designated Funds (DDF) or to the
World Fund
 DDF is used as matching funds:
 For “DISTRICT GRANTS”, cash is matched 1:1, so $5,000 cash can
become $10,000
 For “GLOBAL GRANTS”, cash is matched 1:1 and with TRF also
providing matches, $10,000 cash can become $35,000

6. AREN’T GRANTS ONLY INTERNATIONAL?
Absolutely not! District Grants are often used for projects in our
community!
This year, a club can receive up to $3,000/year in DDF (matching funds)
for local, community District Grants. Some of our club’s recent local
District Grant Projects:
 Homeless Shelter Supplies ($1,500)
 Renovate Audubon Center ($1,750)
 Evergreen Recycle Day ($4,000)
 Mountain Reads ($4,000)
 Veteran’s Park Sculpture ($4,000)

7. SO WHY GIVE TO
THE ROTARY FOUNDATION?
 TRF is a HIGHEST RATED CHARITY: Charity Navigator has received four
stars and was recently assigned a PERFECT SCORE to TRF (only one of
three in the world)
 100% of contributions are returned to Rotary Clubs to support local
and international projects
 Our Evergreen Rotary Club is a high user of matching funds
 TRF Grant criteria requires clubs to be good stewards of
ERF and TRF funds (accountability, sustainability, etc.)

8. POLIO PLUS
 Polio Plus program began in 1985
 Eradication has been much more difficult than anyone imagined
 We have immunized over 2.5 billion children in 122 countries
 Gates Foundation is matching 2:1 all donations through TRF
 Only two countries with wild polio cases in 2018
 Only 22 cases so far in 2018 – “We Are This Close!”
 Donations go toward Paul Harris Fellowships

9. I’M CONVINCED! HOW DO I GIVE?
 EREY – Every Rotarian Every Year (at least $10/year)
 SUSTAINING MEMBERS donate at least $100/year
 PAUL HARRIS SOCIETY MEMBERS commit $1,000 every year
 MAJOR DONORS have contributed at least $10,000 to TRF
 PAUL HARRIS FELLOWSHIPS: For each $1,000 contributed to the
TRF (Annual Fund and/or Polio Plus), the donor is awarded a Paul
Harris Fellowship
 Estate planning options

10. ROTARY DIRECT
 You can always send donations directly to TRF
 Or, you can set up automatic payments directly to TRF through
“Rotary Direct”
 They happen periodically
 Charged against a checking account or credit card
 Donations are automatically credited to you and your club
 You can easily cancel at any time

11. INCENTIVES!
If sign up for Rotary Direct by December 14th to be a
sustaining member, the club will give you credit for $300
towards your first, or next, Paul Harris Fellowship
Any one-time contribution (min $100) by December 14th
will receive a 1:1 match (example: a $200 donation will
result in an additional $200 towards a Paul Harris
Fellowship)

12. QUESTIONS?
Plaster House