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Fueling the Heart of The Rotary Foundation

Learn about the pivotal role of the Annual Fund in supporting Rotary's programs and initiatives. Understand funding sources, grants, and strategies to maximize contributions.

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Fueling the Heart of The Rotary Foundation

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  1. The Annual Fund Rotary Zone 30/31 Summer Seminars – Erlanger, Kentucky, July 13/14, 2018 Presenter: Roger D. Sims, ARRFC Date: July 13, 2018

  2. The Annual Fund is the Heart of The Rotary Foundation funding Annual Fund

  3. Sources of funding Individuals Annual Fund

  4. Sources of funding • Individuals • Direct Contributions • Paul Harris Society Annual Fund

  5. Sources of funding • Individuals • Direct Contributions • Paul Harris Society Annual Fund Clubs

  6. Sources of funding • Individuals • Direct Contributions • Paul Harris Society Annual Fund • Clubs • Paul Harris Fellowships • Contributions

  7. Sources of funding • Individuals • Direct Contributions • Paul Harris Society Annual Fund • Clubs • Paul Harris Fellowships • Contributions Districts

  8. Sources of funding • Individuals • Direct Contributions • Paul Harris Society Annual Fund • Clubs • Paul Harris Fellowships • Contributions • Districts • Foundation Dinners • Million Dollar Dinners

  9. The Annual Fund is the Heart of The Rotary Foundation funding • Chronology of funds donated to the Annual Fund • Year 1 – interest for Rotary Foundation operations • Year 2 – interest for Rotary Foundation operations ½ World Fund Annual Fund • Year 3 ½ returns to The District

  10. The Annual Fund is the Heart of The Rotary Foundation funding Annual Fund • Year 3 ½ Global Grants (District Designated Funds) ½ returns to The District ½ District Grants & other Grants

  11. The Annual Fund is the Heart of The Rotary Foundation funding Annual Fund • Year 3 • Global Grants (DDF) • Polio ½ returns to The District • District Grants • Rotary Youth Exchange • Scholarships

  12. The Annual Fund is the Heart of The Rotary Foundation funding Annual Fund • Year 3 • Global Grants • $30,000 min. project size • 6 Areas of Focus • Starts with a Community Assessment ½ returns to The District

  13. The Annual Fund is the Heart of The Rotary Foundation funding Giving Chronology Annual Fund Global Grants District Grants

  14. Contributions Annual Fund • 2018 per capita giving was $116.39 • 2017 was $117.66 • 1.1% lower in 2018

  15. How can you help? EDUCATE • At every level of “your” Rotary, stress the Annual Fund! • Explain how it is the Heart of funding OUR programs! MOTIVATE • Be An Inspiration by exemplary personal contributions directly to TRF or through the Paul Harris Society • Encourage or be your Club Foundation Chair! Annual Fund

  16. BECOME MORE INVOLVED! • Speak to your Club about the Foundation • Design & apply for a Global Grant • Plan a District Grant for next year • Tell your Rotary story & relate how the Annual Fund helped make it become a reality through its funding mechanisms Annual Fund

  17. FINALLY & MOST IMPORTANTLY! • Be aspirational in your annual fund endeavors • Set goals or have a road map • OR ask those with Annual Fund responsibilities to explain their plans • What are your/their expectations: • Financial goals? • Timelines? Annual Fund

  18. THE EXPECTANCY THEORY OF MOTOVATION SAYS IN SUMMARY: • No or low expectations will produce low or poor results • High expectations have a much greater chance of producing outstanding results • You have Annual Fund results from the last 5 years • Challenge yourself personally & your District to increase your Annual Fund giving 10% this Rotary year over last year! • Be the Inspiration! by being aspirational in your Annual Fund goal setting & practices Annual Fund

  19. Questions? • Thank you for your Service!

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