The Rotary Foundation - Rotary Z by shimeiyan3

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									The Rotary
 Foundation
    Art Harrington & Al Frumpkin
       OUR ROTARY FOUNDATION
                   2009-2010

 GETS Zones 25 and 26
          US $1
      About one in six people
     live on less than $1 a day

Half the world’s population lives on
         less than $2 a day
US $167.6 million
     Program awards in 2008-09
 to alleviate poverty, improve health
        and support education
(Audited figures for 2008-09 have not been released yet.)
Money spent in the US each Year
 Snack foods                       $ 18   Billion
 Coffee                            $ 32   Billion
 Candy                             $ 24   Billion
 Cosmetic products                 $ 30   Billion
 Pet products                      $ 31   Billion
 Ice Cream                         $ 20   Billion
 Soft Drinks                       $ 60   Billion
 Beer                              $ 45   Billion
 Weight control products           $ 33   Billion
 Fast food                         $103   Billion
 Legal gambling                    $550   Billion

 US spending figures in one year
The world needs you!
You are the Spirit of Rotary
         TODAY

 and the Legacy of Rotary
       TOMORROW
The Rotary
  Foundation
     Working towards…
   The Elimination of Poverty
  Environmental Conservation
   Food Security, Health Care
         and Education
Mediation and Conflict Resolution
World Peace and Understanding
    PolioPlus
• More than 2 billion
  children received oral
  polio vaccine since
  1985
• Rotary has committed
  over US $850 million to
  eradicate polio
Bill & Melinda Gates
         Foundation
          Rotary’s
      $200 Million
        Challenge
  Rotary Centers for
International Studies
• Partnered with seven
  leading universities
  around the world,
  establishing six Rotary
  Centers
• To advance knowledge
  and world understanding
  among potential future
  leaders
     Group Study
        Exchange
• Provides travel grants for teams to
  exchange visits between paired
  areas in different countries
• A team consists of four non-Rotarian
  young professionals and one
  Rotarian who leads the group
• All Rotarians are eligible to apply as
  team leaders
• 581 GSE Teams in 2008-09 year
Ambassadorial
   Scholarships
• Established in 1947 to
  further international
  understanding
• Among the world's largest
  privately funded
  international scholarship
  programs
• 38,000+ scholars from 110
  countries have served as
  ambassadors of goodwill
    District
      Simplified
             Grants
• A District Simplified Grant
  (DSG) is a tool Rotary districts
  utilize to support short-term,
  humanitarian projects that
  benefit the community
• Funded through a portion of
  District Designated Funds
  (DDF) to support projects
  locally or internationally
Matching
    Grants
• Matches contributions
  raised by Rotary clubs and
  districts for international
  service projects involving
  Rotary clubs in two or more
  countries
• Over $300 million spent on
  some 28,000 grants in more
  than 170 countries since
  1965
                Matching Grants

Cash    DDF       TRF     Total
$4000             $2000   $6,000
        $4000     $4000   $8,000
                  $6000   $14,000
Matching Grants
Non-Competitive
Matching Grants
 Up to $25,000
 Rolling applications
 Approval by staff
Competitive
Matching Grants
 $25,000 to $150,000
 Approval by Board
 of Trustees
 3-H Grants
• Funds long-term, self-
  help grassroots
  development projects
  too large for one club or
  district to implement on
  their own
• Since 1979, over US $78
  million to nearly 300
  projects in the
  developing world
Building on our Accomplishments

     Your annual commitment
     to The Rotary Foundation
           is the lifeblood
      for all of these programs

      Our continuing success
 depends on your continuing support
The Rotary Foundation
      IS Unique
Addresses all of the greatest
educational and humanitarian
needs
Its world reach is greater than the
United Nations
We can go where politicians and
religious groups cannot
We can mobilize our people-to-
people contacts
  Things We Do Better
Than Most Other Charities
 Support donor-driven
 projects
 Bridge the business
 community to an
 international need
 Manage costs effectively
 Provide ongoing stewardship
 Respond to evolving world
 needs and donor interests
                    Trustees

                     RRFCs

  Assistant                     $200 Million    Alumni
  RRFCs                          Challenge     Coordinator


District DRFC   District DRFC             District DRFC



  Zone
Support
Structure
                       District Rotary Foundation
                             Committee (DRFC)
                 Scholarships




                                                           Financial
                                                           Contributions
                 subcommittee             Annual giving
   Educational




                                          subcommittee
   Programs




                 Peace Fellows
                 subcommittee             Permanent Fund
                                          subcommittee
                 GSE
                 subcommittee

                 Grants
Humanitarian




                 subcommittee
Program




                 PolioPlus/$200 Million
Grants




                 subcommittee

                 Alumni
                 subcommittee
  APF-SHARE 3-Year Cycle

     2005      2006     2007      2008     2009     2010     2011
     2006      2007     2008      2009     2010     2011     2012


• Funds from Annual Giving available to districts 3 years after they
  are contributed - through SHARE
• Contributions made to the Annual Programs Fund in 2005-06
  became available in 2008-09
• Contributions made in 2008-09 become available in 2011-12
          Your Contribution at Work
                                              Permanent Fund earnings
After Contributions to the split
      Funds are invested
      three years, funds are                also support the World Fund
                                                2
                                           Year 1
                                                3
      for Programs Fund
   Annual three years
 between DDF and World Fund




    50% – District Designated Funds           50% – World Fund
  •Matching Grants
                                      •3-H Grants
  •District Simplified Grants
                                      •One GSE Team per District each year
  •Ambassadorial Scholarships
                                      •Matching Grants (matches district
  •Rotary Centers
                                       and club input)
  •Extra GSE Teams
Stewardship of Rotary
  Foundation Funds
          Stewardship
Treating TRF funds as a sacred trust
Competent and thorough project supervision
Standard business practice
Reporting irregularity to TRF
Implementing projects as approved
TRF Rating as a Charity
• Every club will set its APF &
  Permanent Fund goals
• Suggested Annual Programs
  Fund goals:
  – 100 % Member Participation
  – US $100 per capita
  – Our goal for Zones 25/26: $100 plus
  – 10% Increase
Types of Contribution
Recognition
 Sustaining Member
 Paul Harris Fellow
 Certificate of Appreciation
 Multiple Paul Harris Fellow
 Benefactor
 Major Donor
 The Bequest Society
 Club Recognition
 Paul Harris Society
Endowments of Other Institutions
Service Organizations:
Kiwanis International Foundation       $ 4 million
Lions Clubs International Foundation   $ 1.6 million
Rotary Foundation Permanent Fund       $ 167.9 million
Shriners Hospitals for Children        $ 7 billion

University and College Endowments:
Harvard University                     $ 22.1 billion
University of Oxford                   $ 666 million
Yale University                        $ 12.7 billion
Current Permanent Fund Values
 $700
                      Permanent Fund market value and expectancies
 $600
                                    (US$ millions)
                                                                                         $579.3
 $500


 $400


 $300


 $200


 $100


   $0
    98-99   99-00   00-01   01-02    02-03   03-04   04-05   05-06    06-07   07-08   08-09


                              Net Assets               Expectancies
     Major Gifts – Ways of Giving
•   Cash
•   Securities – Stocks and Bonds
•   Tangible Personal Property
•   Real Estate
•   Life Insurance
•   Bequests
•   Retirement Plans
•   Life Income Agreements (US only)
•   Donor Advised Fund (US only)
         Tips
• Lead by example
• Get involved in TRF
  programs
• TRF-DIRECT
• Feature TRF speakers
• Mix fellowship with
  fundraising
• Express appreciation
• Paul Harris Society
Celebrating Achievement
For a Better Future
Celebrating Rotary
ROTARY: Humanity in Motion

								
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