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T HE R OTARY F OUNDATION

T HE R OTARY F OUNDATION. D5000 District Assemblies 2013-2014. What Is Your Club’s View of the Rotary Foundation?. Wide Difference within D5000 Some clubs … $500+ per capita Other clubs … < $40 per capita Some Views … “ The money goes somewhere else!” “ Polio - aren’t we done yet?”

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T HE R OTARY F OUNDATION

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  1. THE ROTARY FOUNDATION D5000 District Assemblies 2013-2014

  2. What Is Your Club’s View of the Rotary Foundation? Wide Difference within D5000 Some clubs … $500+ per capita Other clubs … < $40 per capita Some Views … “The money goes somewhere else!” “ Polio - aren’t we done yet?” “ The Foundation is overwhelming!”

  3. Many Views … Some Positive • Our club supports and gives generously • Giving to TRF is a big part of our culture Some Negative • We HATE asking for money! • Don’t see the real benefit • Would rather support other charities

  4. Our Goal … Some Positive • Our club supports and gives generously • Giving to TRF is a big part of our culture Some Negative • We HATE asking for money! • Don’t see the real benefit • Would rather support other charities Move to here

  5. Rotary Foundation IsUnique • Unlike Any Other Charity • Run by the volunteers who donate • Addresses greatest needs • Non-religious, political, governmental • People-to-people contacts Without the Foundation, Rotary is a “Breakfast/Lunch/Dinner” Club

  6. Rotary Foundation IsUnique Typical Charitable Organization $840 to Projects $1,000 Donor $100 $60 Fundraising Management • ~ 16% lost to “Friction” • Givers have no direct input on projects undertaken Source: Forbes.com

  7. Rotary Foundation IsUnique The Rotary Foundation $1,000 to Projects $1,000 Donor $ 0 $ 0 Fundraising Management • No “Friction” loss • Givers have direct input on many projects undertaken

  8. The Foundation Is … District Grants • Formerly “District Simplified Grants” • Primarily for local projects Global Grants • Formerly “Matching Grants” • Requires Rotarians (Clubs or Districts) in two different countries • Includes Humanitarian Projects, Vocational Training Team (VTT), and Scholarships PolioPlus • Only three countries left!

  9. The Foundation Is … … Local projects to help those in need

  10. The Foundation Is … … Near-eradication of an endemic crippling disease …to this 1985 2012 From this …

  11. WHAT DO I NEED TO DO? Create a Culture of Involvement

  12. Not Hard to Be A “Giving” Club • Without TRF, what are we? • Members give for a variety of reasons • Personal Experience • To give back to community • Image Enhancement – view of being charitable • Tax deductions • In Reality … • Reason Number One … YOU ASK THEM!!! • Reason Number Two … It makes a difference

  13. Two Key Ways to Increased Giving • Ask Them! • Ask every member every year • No pre-conceived amounts • Match or exceed last year’s amount? • Show that giving makes a difference • Connect the dots!! • Project Feedback - At meetings & Newsletter • Global Grants & Local projects w/ District Grants • Vocational Training Teams • Global Scholars

  14. WHAT DO I NEED TO DO? President / Foundation Chair Develop a Plan with Goals Must involve talking to members 1-on-1 Track and discuss at each Board meeting Build Club Awareness Foundation Minute Each Week Emphasize projects where $$s are spent Provide for Meaningful Recognition

  15. What Happens to the Money?

  16. Foundation made of Three Funds Rotary Foundation Annual Fund Permanent Fund PolioPlus Fund ~$400mm ~$242mm ~$141mm • Annual Programs Fund (APF) … Supported by annual giving • Permanent Fund … Endowment Fund - principal not touched • PolioPlus Fund … Funds for Polio eradication … nothing else Each Fund uses separate investment guidelines & objectives

  17. Annual Programs Fund (APF) • Primary Fund for the Foundation’s work • Relies totally on annual giving • Works on a three-year cycle to cover admin costs Rotary Foundation Annual Fund Permanent Fund PolioPlus Fund ~$400mm ~$242mm ~$141mm

  18. Annual Programs Fund (APF) • Primary Fund for the Foundation’s work • Relies totally on annual giving • Works on a three-year cycle to cover admin costs Rotary Foundation 2007-08 ~$114.8mm Annual Fund Permanent Fund PolioPlus Fund ~$400mm ~$242mm ~$141mm 2010-11 ~$114.2mm

  19. Permanent Fund • The Foundation’s Endowment Fund • Principal untouched … spending = earnings only • Key to Foundation’s future Rotary Foundation Annual Fund Permanent Fund PolioPlus Fund ~$400mm ~$242mm ~$141mm

  20. Permanent Fund • The Foundation’s Endowment Fund • Principal untouched … spending = earnings only • Key to Foundation’s future • Critical to mark “Share” on contribution!! Rotary Foundation ~$50mm Annual Fund Permanent Fund PolioPlus Fund ~$400mm ~$242mm ~$141mm ~$16mm

  21. PolioPlus Fund • Dedicated solely to polio eradication • Big Boost from Bill & Melinda Gates Foundation • Safe, short-term investment focus Rotary Foundation Annual Fund Permanent Fund PolioPlus Fund ~$400mm ~$242mm ~$141mm

  22. PolioPlus Fund • Dedicated solely to polio eradication • Big Boost from Bill & Melinda Gates Foundation • Safe, short-term investment focus Rotary Foundation ~$80mm Annual Fund Permanent Fund PolioPlus Fund ~$400mm ~$242mm ~$141mm ~$80mm

  23. Where the Money Goes Rotary Foundation Annual Fund Permanent Fund PolioPlus Fund ~$114.2mm ~$16mm ~$78mm • Humanitarian & Education Grants • Global Grants • District Grants • Vocational Training Teams • Scholarships Polio Eradication

  24. Where the Money Goes Rotary Foundation Annual Fund Permanent Fund PolioPlus Fund ~$114.2mm ~$16mm ~$78mm • Humanitarian & Education Grants • Global Grants • District Grants • Vocational Training Teams • Scholarships Polio Eradication Key Takeaway … now 12% of total and growing

  25. Year 1: Contributions toAPF 50% – DDF 50% – World Fund • Global Grants • District Grants • Scholarships • VTTs • Global Grants • Scholarships • VTTs Your Contribution at Work Year 2: Funds invested three years Year 3: After 3rd year, split between DDF and World Fund

  26. Year 1: Contributions toAPF 50% – DDF 50% – World Fund • Global Grants • District Grants • Scholarships • VTTs • Global Grants • Scholarships • VTTs Your Contribution at Work ~$400,000 Year 2: Funds invested three years Year 3: After 3rd year, split between DDF and World Fund ~$200,000 ~$200,000

  27. Other “Common” Programs … • Your giving makes these happen … • Vocational Training Teams • Scholarships • District Grants • Global Grants • No giving … these don’t happen!

  28. HOW DO I GIVE?

  29. Simple Ways to Give … • Give to your Foundation Director • Ensures appropriate recognition and SHARE • Probably the easiest method • Give directly to Rotary Foundation • Online or mail-in • Lump sum • Monthly contributions – automatic payment • Remember … tax-deductible • 40% overall rate … $1,000 donation costs only $600

  30. “Direct” Giving • “Preferred” method • Proper recognition • SHARE funds (DDF) • 5 minutes to complete • Download online • Obtain from Foundation Director • Can use Check, Credit Card, or Wire Transfer • Recommend sending via Club Foundation Director

  31. “Direct” Giving • “Preferred” method • Proper recognition • SHARE funds (DDF) • 5 minutes to complete • Download online • Obtain from Foundation Director • Can use Check, Credit Card, or Wire Transfer • Recommend sending via Club Foundation Director Works for ANY fund

  32. Online Giving “Contribute” page on Rotary.com … … leads you to “Member Access”

  33. Online Giving “Contribute” page on Rotary.com … The three Funds we’ve discussed … leads you to “Member Access”

  34. Online Giving “Contribute” page on Rotary.com … … or give directly to a specific project … … leads you to “Member Access”

  35. Online Giving … APF Choices Only “SHARE” will generate DDF to D5000

  36. Online Giving … Permanent Fund Choices Only “SHARE” will generate DDF to D5000

  37. Give to Paul Harris or The Foundation? • Paul Harris… RECOGNITION for Giving • Paul Harris Fellow $1,000 cumulative to APF • Multiple Paul Harris Each additional $1,000 • Other APF Recognitions • Major Donor > $10,000 • White Hat Society $5,000 in a year • Sustaining Member $100+ in a year • Permanent Fund Recognition • Bequest Society $10,000 + • Benefactor $1,000 +

  38. Simple Ways to Boost Giving • Develop a plan to talk to each member • One-on-one discussion • Participate at least at last year’s level • “Gentle” pressure … focus on education • “Matching Points” program • Use points from club or other members • In conjunction with Foundation Month? • Weekly “Foundation Minute”

  39. Consider Making TRF Your First Choice • First choice for your charitable giving? • All the reasons you know … • The use matches our ideals as Rotarians • You have a big say in where the money goes • Lean organization – 100% goes to projects • Easy to explain to others • “Thank you for asking, but I give my charitable contributions to Rotary” • Your Club’s Giving last year … • Can you improve?

  40. WHAT DOES THE ROTARY FOUNDATION MEAN TO ME? It’s the Heart of Rotary

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