Every Rotarian, Every Year
Paul Harris Recoginition
Paul Harris Society
Major Gifts
Planned Giving
Donor Advised Funds
Bequest Society
How to Check Your Contribution Record

The Rotary Foundation Global Contribution Form

Every Rotarian, Every Year

The Every Rotarian, Every Year effort encourages Rotarians worldwide to participate fully in their Rotary Foundation. Endorsed by the Foundation's Trustees and the Rotary International Board of Directors, the purpose of the Every Rotarian, Every Year initiative is twofold:

·         Encourage every Rotarian to participate in a Foundation humanitarian or educational project that truly makes a difference in the world, every year.

·         Encourage every Rotarian to contribute to the Foundation's Annual Programs Fund, every year.  Rotarians in District 5300 are encouraged to contribute at least $150 annually ($37.50 per quarter) to the Rotary Foundation.

The Rotary Foundation of Rotary International, throughout its history, has prided itself on being responsive to the challenges that confront humanity. Rotarians, through their spirit of volunteerism and generous philanthropy, remain at the heart of the Foundation's mission to eradicate polio and further its humanitarian, educational, and cultural exchange programs worldwide. As global leaders for doing good in the world, Rotarians work together to change lives in meaningful ways; they bridge the divide among people to foster world understanding and peace.

We hope that every Rotarian will take this opportunity to participate in their Rotary Foundation and help to grow and sustain the Foundation's many wonderful programs. The generous support from Every Rotarian, Every Year to the Annual Programs Fund rebuilds impoverished communities and nations by resolving conflict, championing human rights, eradicating disease, feeding the hungry and educating children and adults.

Paul Harris Recoginition

Paul Harris Fellow Recognition is given, upon request, to an individual who contributes, or in whose name is contributed, $1,000.  Paul Harris recognition can be earned through contributions to the Annual Programs Fund (unrestricted) or through restricted contributions to Foundation programs such as PolioPlus, PolioPlus Partners, and sponsor portions of approved Matching Grants. NOTE: Contributions to the Permanent Fund receive Benefactor Recognition and are not eligible for Paul Harris Fellow Recognition.

Paul Harris Recognition includes a personalized certificate with presentation folder, lapel pin, and an optional medallion.  Paul Harris Fellow Recognition can be requested by completing a Appreciation  / Contribution Form (123-EN), available through your Rotary International office, World Headquarters, or by download from the RI Web site at www.rotary.org .

Multiple Paul Harris Fellow. When a Paul Harris Fellow makes a second $1,000 contribution to the Foundation, he / she will receive, upon request, a Paul Harris Fellow pin with one sapphire. Each additional $1,000 contribution will entitle the donor to receive, upon request, a new pin up to a maximum $9,999.99 as indicated below. In addition, for each such $1,000 of contributions, the donor may designate another person as a Paul Harris Fellow.

Recognition Amount For Multiple Paul Harris Fellow Recognition Levels:

·         US$2,000 to $2,999.99  - a Paul Harris Pin with one sapphire

·         US$3,000 to $3,999.99  - a Paul Harris Pin with two sapphires

·         US$4,000 to $4,999.99  - a Paul Harris Pin with three sapphires

·         US$5,000 to $5,999.99  - a Paul Harris Pin with four sapphires

·         US$6,000 to $6,999.99  - a Paul Harris Pin with five sapphires

·         US$7,000 to $7,999.99  - a Paul Harris Pin with one ruby

·         US$8,000 to $8,999.99  - a Paul Harris Pin with two rubies

·         US$9,000 to $9,999.99  - a Paul Harris Pin with three rubies

Foundation Recognition Points. Foundation Recognition Points (FRPs) are created by Paul Harris Fellows contributing more than US$1,000. Points are tracked in a separate account on the Club Recognition Summary and can be used to honor others as Paul Harris Fellows. Individuals who have completed their Paul Harris Fellow requirements and have a recognition amount greater than $1,000 may transfer these points to another individual by signing a completed Recognition Transfer Request Form (102-EN). Points must be transfered in amounts over 100.  The points are available for transfer as long as the donor is alive and spouses of major donors may still transfer points after the donor's death.

Understanding Foundation Recognition Points An interactive PowerPoint presentation

Paul Harris Society
Paul Harris Society Members
Paul Harris Society Information
District 5300 Paul Harris Society Brochure

The Paul Harris Society was established to recognize Rotarians and Honorary Rotarians who contribute at least $1,000.00  per  person  in  their  own  names  during  each  Rotary  year (July through June) to the unrestricted Annual Programs Fund (Eligible for SHARE) of The Rotary Foundation of Rotary International.  After being invested for three years, one-half of each original contribution will be returned to District 5300 as District Designated Funds (DDF) and one-half will be provided to The Rotary Foundation World Fund to support humanitarian programs and Group Study Exchange.  The Society also recognizes donations of at least $1,000 per Rotary year to the PolioPlus and Humanitarian Grant programs of The Rotary Foundation.

Why Would I Choose to Join the Paul Harris Society?

The Rotary Foundation is the flagship of Rotary International’s efforts to offer “Service Above Self” to the world through educational and humanitarian projects.  The contributions of individual Rotarians support world-wide programs which provide clean water, promote literacy, continue the race to eradicate polio, and fund Matching Grants, Health, Hunger and Humanity (3-H) Grants, Group Study Exchange, Ambassadorial Scholarships, and Rotary World Peace Scholarships. 

The Paul Harris Society provides a way for dedicated Rotarians to support this good work, while honoring Rotary founder Paul Harris.  The Society was established on the premise that, although it is not appropriate for all members, there are many District 5300 Rotarians who are both willing and able to provide this level of support for initiatives that will make both our local communities and the world better places in which to live.  Those donors who agree to contribute $1,000 each year to the Rotary Foundation will be awarded membership in the Paul Harris Society and will be afforded the personal satisfaction accompanying such selfless acts. 

Recognition 

Society members will receive District-wide recognition on appropriate occasions and a distinctive blue and gold emblem or “ribbon,” that can be worn with the Paul Harris Fellow pin or the Rotary Member pin.  They will also qualify for The Rotary Foundation’s Paul Harris Fellow or Multiple Paul Harris Fellow recognition.

How to Join the Paul Harris Society 

·         Complete Rotary International Form 123-EN.  This form is available on the RI web site (www.rotary.org) under “The Rotary Foundation” followed by “Materials for Download,” or from your Club Foundation Chair.  It is very important to include your Rotary membership number on the form, as this prevents multiple records from being created for you and also insures that you are recognized as the donor.  This number is printed on the mailing label on the front cover of your Rotarian magazine.  The Secretary or Club Foundation Chair can also assist you in filling out the form. 

·         Enclose a check for $1,000, payable to The Rotary Foundation.  (If you prefer, you may execute either the Credit Card contribution form shown on your RI “Member Access” web page or the Electronic Transfer form available as “TRF-Direct” on the RI web site.  These permit paperless payments in installments.) 

·         Mail to:

The Rotary Foundation
14280 Collection Center Drive
Chicago,  IL  60693

How to Maintain Your Membership in the Paul Harris Society

Donate at least $1,000.00 to the Annual Programs Fund, PolioPlus, or Humanitarian Grant programs of The Rotary Foundation during each successive Rotary year, following the procedure outlined above.  Keep the District 5300 Paul Harris Society Committee informed of the fact that you have done so.

Jan Carlton Chair of the District 5300 Paul Harris Society
10526 Mandarino Avenue
Las Vegas  NV  89135-2402
Voice   702-341-6975
Fax   702-341-6238
E-Mail   JanCarlton@cox.net

Major Gifts
Major Donors

The Rotary Foundation defines a major gift as a personal gift (outright or cumulative) of US$10,000 or more.  Major gifts are encouraged for both the Annual Programs Fund and the Permanent Fund. In either case, the donor is asked to designate the spending portion of the gift applied to the World Fund, where the need is determined greatest by the Trustees; or to the SHARE system.

Within District 5300, the follow individuals are chairing the major gifts / bequest / planned giving committee and are available to field questions:

·         Greg Jones Pasadena After Hours, 626-807-0815

·         Greg Cox, Altadena Club 626-357-2013

The Rotary Foundation recognizes those couples or individuals as major donors whose combined personal outright or cumulative giving has reached US$10,000. All outright contributions made to The Rotary Foundation are included in this total, regardless of the gift designation.

The Rotary Foundation recognizes these special donors at seven gift levels:

Donors may elect to receive a crystal recognition piece and Diamond Circle pins commemorating the gift at each new recognition level. Diamond Circle pins will reflect the combined totals from personal outright contributions as well as bequest commitments.

Planned Giving

A planned gift is one legally made during the donor’s lifetime, but whose principal benefits do not accrue to The Rotary Foundation until sometime in the future, usually at the death of the donor and / or income beneficiaries designated by the donor. With some types of these gifts, the donor retains some present interest (usually an income interest) in the assets, and directs the remainder for the ultimate benefit of The Rotary Foundation. In addition, the donor of the gift often achieves significant reductions of taxes on income, capital gains, and his/her estate. The Foundation’s Trustees have directed that, unless otherwise indicated, proceeds from planned gifts will be placed in the Permanent Fund and earnings credited to the World Fund. Donors may designate that the spending or earning’s portion from their gift be directed through SHARE.

Life Income Gifts - charitable gift annuity. In exchange for an irrevocable transfer of $10,000 or more, the Foundation will guarantee an annual income to one or two people designated by the donor. In the United States, there can be an immediate income tax deduction for a charitable gift annuity, and a portion of the annual income return for the donor can be free from tax.

A variant is the deferred charitable gift annuity. In this case, the date for the start of annuity payments is deferred from the contract date by at least one year. This provision offers a younger donor an opportunity to take advantage of the tax benefits of such a gift and also plan for payments during retirement.

Life Income Gifts - pooled income funds. Gifts of cash, securities, or both are pooled with those of many other persons in The Rotary Foundation’s Pooled Income Fund for investment, similar to a mutual fund. The donor (and/or income beneficiary) receives a proportionate share of the earnings for life. The donor receives a charitable tax deduction, can avoid capital gains tax, and can reduce his / her estate taxes. Minimum: US$5,000.

Life Income Gifts - charitable remainder trusts. The donor transfers money, property, or both to TRF, which invests the assets as a separate fund. The donor receives either a variable income (the unitrust) or a fixed dollar amount (the annuity trust). This type of gift may reduce or eliminate capital gains on appreciated assets and can provide an immediate income tax deduction. Minimum: US$100,000.

Other Planned Gifts - retained life estate in a residence or farm.  The owner of a residence or farm may give the property to TRF, claim an income tax deduction for the charitable remainder, and retain use of the property for oneself and / or another. A portion of the residence or farm value may be excluded from estate tax.

Donor Advised Funds

How a Rotary's donor advised fund works. The Rotary Foundation Donor Advised Fund is an innovative way for individuals and Rotary-affiliated groups to create a separate investment account with the Foundation that is earmarked exclusively for charitable giving. You can choose to do this with an individual account or in conjunction with a larger group of Rotary friends through a group account.

 Tax Benefits of a Donor Advised Fund. You can receive an immediate tax deduction for contributions to The Rotary Foundation Donor Advised Fund. With contributions of cash, stocks, mutual funds, closely held securities, and in some instances, private and restricted securities, you will receive a tax deduction for the fair market value of your contribution on the date the gift is made.

Contributions of appreciated securities held for more than one year can be deducted on your tax returns without incurring capital gains taxes. The table below shows the tax savings you can realize immediately by making a contribution of appreciated securities.

Professional Asset Management for Donor Advised Funds. Your contribution to a Rotary Foundation Donor Advised Fund is professionally managed and has the potential to grow until you decide when and how to recommend grants. This creates the opportunity for more money to go to charitable causes over time.

Choose how you would like to invest your contribution.  Invest your contribution to The Rotary Foundation Donor Advised Fund in your choice of one or any combination of four investment pools.

Donor Recognition for a Donor Advised Fund. The mission of The Rotary Foundation is to support the efforts of Rotary International in the fulfillment of the Object of Rotary, Rotary's mission, and the achievement of world understanding and peace through local, national, and international humanitarian, educational, and cultural programs. The Foundation welcomes the opportunity to recognize you for your generosity in support of its mission.

Bequest Society
Bequest Society Members

Membership in the Bequest Society occurs when an individual or couple indicates that The Rotary Foundation is a beneficiary in their will or other estate plan for a minimum of US$10,000 and notifies the Foundation in writing. Cash, securities, real estate, or property of any description may be given to The Rotary Foundation through an individual’s will or estate plan. The donor retains full control and use of the property during his / her lifetime. When the will is probated or the trust assets are distributed, the gift to The Rotary Foundation qualifies for a charitable deduction in computing estate taxes.

Types of gifts eligible for membership in the Bequest Society include:

·         Bequests through wills, living trusts, and other retirement plan assets

·         Whole and universal life insurance

Making a gift to The Rotary Foundation through your estate is very easy. After you have changed your estate / trust documents with your estate attorney to indicate a desire to make an estate to the Foundation, you need to merely inform the Foundation of your desire or commitment to join the Bequest Society. Use the Rotary International website  to inform the Foundation of this commitment.

All Bequest Society members receive recognition from the Trustees of The Rotary Foundation. Donors may elect to receive an engraved crystal recognition piece and a Diamond Circle pin. Diamond Circle pins will reflect the combined totals from personal outright contributions as well as bequest commitments. The Foundation recognizes bequest society donors at six commitment levels

How to Check Your Contribution Record

Go to the Rotary International Website www.rotary.org
Click on "Member Access" (top right)
Click on "Register Now" (middle of page)
You will need 3 numbers and your e-mail address
District number: 5300
Club number: Your Club Number is on the Club Information page.
Your Rotary ID Number:  (It is on the mailing label of your Rotarian Magazine.  The 8 digit number at the beginning of the second line is your ID number.  Your club secretary also has your number)

After entering the information you see a menu where you can check your contributions. You can set your own username and password for future access