The Rotary Foundation
The Rotary Foundation: The Give and the Get
Donations to TRF are the “fuel” that power all these projects. Rated 4 Stars by Charity Navigator, TRF assures donors that their gifts will be used for the projects intended and that they will be completed on time and on budget. Donors can be confident that fellow Rotarians in charge of the project – “boots on the ground” wherever in the world it is – will make sure it happens. And TRF is remarkably efficient, with only 5-6% of funds donated used for administration or fundraising, compared to 20% to almost 50% by other organizations.
There are many ways to donate to TRF – and many ways that TRF recognized donors.
Giving by Check
The easiest way is to Google “Rotary, form 123”, and the contribution form will download as a PDF. Just print it, fill it out and mail it in with your check.
Consistent, Scheduled Giving
Paul Harris Fellow
Paul Harris Society
Gifts of Appreciated Assets
Investor A bought 1000 shares of Company B for $10 per share 20 years ago. That stock is now worth $50 per share. They know that if they sell that stock, they will have to pay capital gains tax on $40 per share. Instead, they decide to donate 200 shares to TRF. Their cost basis is only $2000 but they will be able to claim a charitable income tax deduction for the full fair market value of the stock donated: $10,000. They become an instant Major Donor to TRF without affecting their cash flow while enjoying the deduction when they file their taxes next year. (Please consult your CPA or financial advisor for specific details about your personal situation.)
In some cases, appreciated assets can be donated to create a trust that provides income to the donor(s) for the rest of their life (lives) with the remaining value going to TRF after their passing. Please contact DRFC Mark Roberts for more info about this option and other Planned Giving opportunities.
Thanks to the generosity of donors to TRF from District 5160 in previous years, our district is able to make District and Global Grants from District Designated Funds returned by TRF to us each year. Here is how it works:
During the 2020-2021 Rotary year, donors contributed well over $600,000 to Annual Fund-SHARE. Those funds were invested for three years to cover the minimal overhead charges that TRF incurs. At the beginning of the 2023-2024 Rotary year, half of that amount went to the World Fund to be used to make grants to support Rotary club projects around the world. The other half came back to our district: 50% for District Grants – most of which went to clubs to support projects in their communities – and the other 50% to for Global Grants for projects that our clubs support around the world.
Donations to Annual Fund-SHARE are by far the largest source of District Designated Funds. (Some donors have made planned gifts to create an endowment which generates returns every year that also come to the district.) Please keep this in mind when you designate YOUR donations to TRF!
Clubs can apply for District Grants for the next Rotary year by submitting applications to the Grant Review Panel beginning on May 1. The application process is done through the Grants Module on DACdb. Please take the time to review that process in advance to become familiar with it.
To be eligible to apply for a grant for a project, a club must have at least one member participate in the District and Global Grant Seminar which will be conducted via Zoom on Saturday, January 27, 2024. Ideally, the club’s President-Elect and the project manager should participate in the seminar to familiarize themselves with the application process and the responsibilities they will assume if their club receives a grant.
If a club initiates an International Service project with a total budget of $30,000 or more, it can apply for a Global Grant through the district. Applications for these grants can be made at any time during the year.
For more info about the grant application process, please refer to the DACdb Grants Module or contact District Grants Manager Danie Schwartz: firstname.lastname@example.org
For other questions about grants, please contact District Grant Review Panel Chair, PDG Jon Dwyer: email@example.com