Posted by Susan Weaver on Nov 01, 2019
The Rotary Foundation - Your Donations at Work

The mission of The Rotary Foundation is to enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty.

The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the world. And you can rest assured that your donation will be used to make a positive impact. During the past 100 years, the Foundation has spent more $3 billion on life-changing, sustainable projects. And this year, as has been the case for 12 consecutive years, The Rotary Foundation has been awarded Charity Navigator's highest rating - 4 Stars!


While you may be aware of this, you may not know exactly how your donation is put to work, or how you can direct your donation, so let's take a look.


When you choose to contribute to The Rotary Foundation, you can direct your donation to any one of several funds.
  • Annual Fund: At the end of every Rotary Year, donations to Annual Fund-Share that are eligible for withdrawal are divided equally between the Annual Fund and District Designated Funds. Donations are held for 3 years before being released, and the interest accrued annually during that time is used to fund TRF's operations.
  • Polio Plus Fund: All donations to Polio Plus go to our efforts to eradicate the polio virus.
  • World Fund: Donations made to the World Fund are directed wherever the need is greatest.
  • Disaster Response Fund: These contributions go to fund Disaster Relief Grants. They cannot be directed to specific disasters.
  • Global Grant: You can, if you choose, direct your contribution to a specific Global Grant by entering the Global Grant number.
  • Area of Focus: If you have a particular interest in one of Rotary's Six Areas of Focus, you can direct your contribution specifically to fund those types of  projects.
  • Endowment Share: Your donation to this fund helps to build the TRF endowment fund, and the earnings from your donation are withdrawn annually and directed in equal amounts to the World Fund and District Designated Funds.
  • Endowment - Rotary Peace Centers: Donations to this fund also build on the TRF endowment. The earnings are withdrawn annually and directed to the operation of Rotary's six Peace Centers, which provide academic training, networking and programs that develop leaders in peace and conflict resolution.
  • Endowment - World Fund: Like the other endowment funds, donations are used to build the TRF endowment but the earnings in this case go strictly to the World Fund.
TRF has established a goal for the endowment of US$1 billion in net assets and US$1.025 billion in commitments by 2025 (a total of US$ 2.024 billion). As of June 30, 2018 (the latest date for which I could find information), net assets totaled US$ 466.5 million and commitments totaled US$ 804.9 million, for a grand total of US$ 1.3 billion.
So far this RY, contributions from D5240 Rotarians have totaled US$ 91,927, of which US$ 62,542 was directed to the Annual Fund. With the giving season beginning, the end of the tax year approaching and with November designated as Rotary Foundation Month on the RI calendar, donations to TRF generally increase dramatically between now and the end of December. I encourage you, if you haven't yet donated this year, to do so and show your commitment to the good work Rotary does in the world.
Here are a few charts from The Rotary Foundation's 2019-2020 Budget.

As you can see in the chart to the left, the majority of income is attributable to donations to the Annual Fund and Polio Plus. Budgeted Revenue totals
US $385,502,000.
Half the money available for grants is directed to Polio Plus, and 44% to Global and District Grants (31% to Global Grants, 13% to District Grants). Budgeted grants dispersals total US $304,310.000.
Total budgeted expenses are $US 362,312, including Program Awards (83.9%), Program Operations (8.3%), and Operations expenses (7.7%).  The change in net assets is budgeted at US $23,189,000.
And here, finally, is the breakdown of how foundation grants were distributed among
Rotary's Six Areas of Focus.
Past Rotary International President Barry Rassin said that “Each of us came to Rotary because we had a longing – to have an impact, to make a difference, to be part of something larger than ourselves. That desire, that vision for a better world and our role in building it, is what drives us in Rotary. It’s what made us become members, it’s what motivates us to serve.”
You may not always be able to be on the frontlines and participate directly in the amazing projects that Rotary clubs are doing every day at home and throughout the world. But your giving to The Rotary Foundation will allow this great work of “helping others” to continue and you can feel proud to say, “I’m a Rotarian”.
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