Foundation

Zones 25 and 26

The Rotary

2009-2010

Art Harrington, ARRFC

OUR ROTARY FOUNDATION

US $1About 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 millionProgram awards in 2008-09

to alleviate poverty, improve health and support education

(Audited figures for 2008-09 have not been released yet.)

Snack foods                       $  18   BillionCoffee $ 32 BillionCandy                               $  24   BillionCosmetic products             $  30   BillionPet products                     $  31   BillionIce Cream                        $  20   BillionSoft Drinks                        $  60   BillionBeer                                $  45   BillionWeight control products  $  33   BillionFast food                          $103   BillionLegal gambling                   $550   Billion

US spending figures in one year

Money spent in the US each Year

The world needs you!

You are the Spirit of RotaryTODAY

and the Legacy of RotaryTOMORROW

The RotaryFoundation

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

• Partnered with seven leading universities around the world, establishing six Rotary Centers

• To advance knowledge and world understanding among potential future leaders

Rotary Centers for

International Studies

• 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

Group StudyExchange

• 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

AmbassadorialScholarships

• 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

District

GrantsSimplified

• 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

GrantsMatchi

ng

Matching Grants

Cash DDF TRF Total$4000 $2000 $6,000

$4000 $4000 $8,000$6000 $14,000

Matching GrantsNon-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

Zone Support Structure

District DRFC District DRFC District DRFC

Trustees

Assistant RRFCs

Alumni Coordinator

RRFCs

$200 Million Challenge

• PolioPlus/$200 Million

• subcommittee• Scholarships

• Grants• subcommittee

• subcommittee• Annual giving

• subcommittee• Permanent Fund

• subcommittee

• District Rotary Foundation• Committee (DRFC)

• subcommittee• GSE

• subcommittee• Alumni

•E

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onal

•

Pro

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Gra

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Pro

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inancial

• C

ontribu

tions

Peace Fellowssubcommittee

APF-SHARE 3-Year Cycle

• 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

2006

2007

2007

2008

2008

2009

2009

2010

2010

2011

2005

2006

2011

2012

Contributions to the

Annual Programs Fund

Funds are invested

for three years

After three years, funds are split

between DDF and World Fund

• Matching Grants

• District Simplified Grants

• Ambassadorial Scholarships

• Rotary Centers

• Extra GSE Teams

50% – District Designated Funds

• 3-H Grants

• One GSE Team per District each year

• Matching Grants (matches district

and club input)

50% – World Fund

12 3Year

Your Contribution at WorkPermanent Fund earnings

also support the World Fund

Stewardship of Rotary Foundation Funds

StewardshipTreating 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

Sustaining MemberPaul Harris FellowCertificate of AppreciationMultiple Paul Harris FellowBenefactorMajor DonorThe Bequest SocietyClub RecognitionPaul Harris Society

Types of Contribution Recognition

Endowments of Other InstitutionsService 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

$0

$100

$200

$300

$400

$500

$600

$700

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

$579.3

Permanent Fund market value and expectancies(US$ millions)

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