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Rotary Foundation Lead for Success!

Join the Foundation Seminar 2017 to learn about the impact and importance of Rotary Foundation. Discover where the funds go, why it matters, and how you can make a difference. Knowledge is power!

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Rotary Foundation Lead for Success!

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  1. Rotary FoundationLead for Success! Mark Harbison, RI Foundation Vice Chair markaharbison@gmail.com Foundation Seminar 2017

  2. The Rotary Foundation Learning about Foundation can help “you” lead your Club in promoting the wonderful things Foundation does... What is it, why is it important, why should I donate, where do the funds go? Knowledge is power!

  3. The Mission of the Rotary Foundation 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.

  4. Our Foundation is Unique

  5. TOP CHARITY NAVIGATOR RANKING

  6. ONE OF THE BEST CHARITIES EVERYONE’S HEARD OF

  7. Our Global Partners

  8. Comprehensive Goal for 2017-2018

  9. The Foundation is: …Ending Polio Now and Forever

  10. The Foundation is: $450 million for polio eradication over the next 3 years Rotary committed to raise $50 million per year over the next three years, with every dollar to be matched with two additional dollars from the Gates Foundation. This expanded agreement will translate into $450 million for polio eradication over the next three years. Total donor commitments of over $1.3 bn.

  11. WHAT IS POLIO PLUS? • Pakistan 2016—Grant for $11.5 million • 1 NID • 141,152 Vaccinators • 5,429 Supervisors/Trainers • 155,195 Training Sessions • 5,391 Drivers and 2,093 vehicles • Media buy for 3 NIDs and 5 SNIDS • 18 Full-time Positions • Afghanistan 2016 • 60,000 Vaccinators • 5,100 Supervisors/Trainers • Somalia 2016 • 13,296 Vaccinators • 1990 Supervisors/Trainers • 3,828 Training Sessions • 1,754 vehicles • Nigeria 2016 • 920 Health Camps • 27,750 new Vaccine Carriers

  12. District Governor Nalani’s Polio Plus Goal for 2017-18 $300,000 for Polio Plus $1,500 per Club for Polio Plus District Governor Citation—Club participates in a Polio Fundraiser or Awareness Event

  13. The Foundation is: …A VTT Rotaplast Project in Iasi …A gift of Vision with a Rotary Eye Hospital in New Delhi Hemodialysis Machines to rural areas in Thailand Clean Drinking Water for 25,000 in Niger

  14. The Foundation is: Rotary Peace Centers

  15. The Foundation is: GLOBAL SCHOLARS • Global Grant Scholarships last from one to four years and can include an entire degree program. Global grant scholarships are funded using cash and District Designated Funds matched by the World Fund. • District grants can be used to sponsor secondary school, undergraduate, or graduate students studying any subject, either locally or abroad. The scholarship may cover any length of time, from a six-week language training program to a year or more of university study.

  16. Rotary Foundation Areas of Focus • Peace and Conflict Prevention and Resolution • Disease prevention and treatment • Water and sanitation • Maternal and child health • Basic education and literacy • Economic and community development

  17. How the Rotary Foundation Aligns with the UN and Partners

  18. The Foundation is: …Local Projects Funded by Rotary District Grants

  19. Measurable Focused Sustainable Impact ROTARY PROJECTS ~US$100M TRF FundingProjects Annually US$0.5B-US$1B Rotary Projects Non-TRF funded Annually Slide 19

  20. The Foundation is: …Made up of Three Funds Rotary Foundation Annual Fund Endowment Fund PolioPlus Fund • Annual Programs Fund (APF) … Supported by annual giving • Endowment Fund … Principal not touched • … Funds for Polio eradication … nothing else • Annual Programs Fund (APF) … Supported by annual giving • Endowment Fund … Principal not touched • PolioPlus …Funds for Polio eradication…nothing else… Funds for Polio eradication … nothing else Each Fund uses separate investment guidelines & objectives Each Fund uses separate investment guidelines & objectives

  21. The Foundation is: The Annual Programs Fund (APF) Rotary Foundation Annual Fund Endowment Fund PolioPlus Fund • Primary Fund for the Foundation’s work today • Relies totally on Annual Giving • Works on a three-year cycle to cover admin costs • Contributions credited to Club and applied to Club Goals Each Fund uses separate investment guidelines & objectives

  22. The Foundation is: UNIQUE! $840 to Projects Typical Charitable Organization $1,000 Donor $840 to Projects $1,000 Donor $100 Fundraising $60 Management • 16% lost to “Friction” • Givers have no direct input on projects undertaken Each Fund uses separate investment guidelines & objectives

  23. The Foundation is:

  24. 50% – DDF • Global Grants • District Grants • Scholarships • VTTs The Foundation is: Your Contribution at Work ~$400,000 Year 1: Contributions to APF Year 2: Funds invested for three years Year 3: After 3rd year, split between DDF and World Fund ~$200,000 ~$200,000 50% – World Fund • Global Grants • Scholarships • VTTs Each Fund uses separate investment guidelines & objectives

  25. THE SHARE SYSTEM Contributions Rotary Grants and Activities: Doing Good in the World Endowment Fund SHARE System DDF 50% World Fund 50% Annual Fund PolioPlus Fund Contributions Spendable Earnings

  26. The Foundation is: PolioPlus Fund Rotary Foundation ~$80mm PolioPlus Fund Annual Fund Endowment Fund • Annual Programs Fund (APF) … Supported by annual giving • Endowment Fund … Principal not touched • … Funds for Polio eradication … nothing else • Dedicated solely to polio eradication • Big Boosts from Bill & Melinda Gates Foundation • Safe, short-term investment focus… Funds for Polio eradication … nothing else ~$80mm Each Fund uses separate investment guidelines & objectives

  27. The Foundation is: Endowment Fund Rotary Foundation Endowment Fund Annual Fund PolioPlus Fund • Annual Programs Fund (APF) … Supported by annual giving • Endowment Fund … Principal not touched • … Funds for Polio eradication … nothing else • Principal untouched…spending = earnings only • Key to Foundation’s future • Funds for Polio eradication … nothing else Each Fund uses separate investment guidelines & objectives

  28. Building TRF Endowment: 2025 by 2025 • Endowment Fund Market Value + Expectancies(US$-mil; as of 30 Jun 2016)

  29. Spendable Earnings Endowment Fund Earnings Available for Spending (US$ Millions)

  30. Endowment Recognition • Benefactor • An outright gift to Endowment • $1000 or more in Estate Plan • Bequest Society • $10,000 or more in Estate Plan • Arch Klumph Society (AKS) • $250,000 or more to The Rotary Foundation

  31. Supporting the Rotary Foundation Annual Fund For Action Today Endowment Fund To Secure Tomorrow PolioPlus Fund End Polio Now

  32. Rotary Direct:

  33. Every Rotarian Every Year (EREY)

  34. Club Recognition • 100% Foundation Giving Club • Every Rotarian Every Year Club • Top Three Per Capita Clubs in Annual Fund Giving • 100% Paul Harris Fellow Club • 100% Paul Harris Society Club

  35. Individual Recognition: • Rotary Foundation Sustaining Member • Benefactor • Paul Harris Fellow • Multiple Paul Harris Fellow • Paul Harris Society • Bequest Society • Major Donor • Arch Klumph Society

  36. District Governor Nalani’s Foundation Giving Goal for 2017-18 • $400,000 Foundation Giving • Club President makes gift • Club meets Foundation goal • Club Benefactors up 20% • 25% of Club members sign up for Rotary Direct • .

  37. The Foundation Let’s Work Together… In making a difference in the World… Support the Foundation! Mahalo and Questions… Mark Harbison, RI Foundation Vice Chair markaharbison@gmail.com Rotary Foundation Seminar 2017-2018

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