2. History
S 501(c)(3) Tax Deductible
S Founded July, 2000
S Separate entity & Board
S Purpose
S Help fund ECH Rotary charitable efforts
3. Funds
S 2005 – Phil Rominger $50,000 Challenge Grant
S Matched by members
S $5000 Contribution = Rominger Fellow
S Currently have 27
S 2013 Endowment = $300,000
S Invested by Triangle Community Foundation
S Equities and bonds
4. Funding
S Principal protected
S Only yield is spent
S About 4% or $12,000 each year
S Supported:
S Teacher Supply Store
S Medical/Dental Missions
S Bikes/Literacy/Polio Plus
5. Fund Drive
S Goal – double endowment to $600,000
S Why?
S Expand charitable activities
S Reduce annual fundraising needs
S 2nd Goal – 100% Participation
6. Three Ways to Give
S Write a check
S Make a pledge over time
S Great than $5000 up to 5 years
S Less than $5000 over 3 or 1 year
S Any amount is welcome!
S Include Foundation in your estate plan
7. Where We Are – Short Term
Giving
S $173,750 so far – 58% of goal
S Pledges - $158,750
S Over half has been paid
S 2 New Rominger Fellows
S Club - $15,000
S $50 from each member local assessment
S $25 to honor each speaker
S Portion of balance at end of year
S Brings Endowment Balance to $384,000
8. Where We Are – Planned Gifts
S 5 Members who we know about
S $675,000
S Hopefully we won’t collect this for a long time!
9. Thank You!
S Those who have already given or pledged!
S Those of you who will give . . .
Leave a great legacy:
Increase East Chapel Hill Rotary’s impact on
improving so many people’s lives and
making our world a better place.
