supporting our foundation elizabeth lamberti fund development advisor rotary international...
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TITLE | 3 RY14 - RECORD YEARTRANSCRIPT
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Supporting our FoundationElizabeth LambertiFund Development AdvisorRotary International Europe-Africa Office
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2014-15 Rotary Foundation Goals
Trustee Chair John Kenny asks us to:
Support Rotary’s own and only charity The Rotary Foundation
through our continued giving.
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RY14 - RECORD YEAR
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Annual Fund:
$117 millionTotal worldwide contributions last Rotary Year:
$263.8 million
Fundraising Successes from 2013-14
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Global Grants:868 awarded, total of $47.3M (includes World Fund and DDF)•85% approval rate for GG
District Grants:488 awarded, total of $23.5M
2013-14 Rotary Grants
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AVERAGE AWARD AMOUNT PER GRANT TYPE:
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RY15 TRF GRANTS ACTIVITY
10%
86%
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PolioPlus Grants:68 awarded, total of $128.9 Million-430 million children received polio vaccine-403 cases of polio worldwide
Rotary Peace Centers:-106 Peace Fellows studying in 6 centers-$5.3 M provided in fellowships and support
2013-14 Rotary Grants
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EVERY ROTARIAN, EVERY YEAR
100% Member Participation
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HOW WE FUND PROGRAMS
The Annual Fund-SHARE System
50%World Fund
50%District Designated Fund (DDF)
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Paul Harris Society
• US $1,000 per year to Annual Fund, PolioPlus or an approved global grant
• Through Rotary Direct, makemonthly or quarterly installments
• Receive recognition immediatelyat time of making the commitment
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Major Gifts to The Rotary Foundation
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• Major Gifts
• TRF received 985 major gifts in 2013-14 ($10,000 or more)
• Total value of US $132.2 million
• Many major gifts are from realized bequest commitments
Major Gifts and Rotary’s Endowment
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• Personal outright or cumulative gifts of $10,000+• Cash, bequests, real estate, or securities
Major Gifts and Major Donor Recognition
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• Bequests
• 698 new commitments in 2013-14
• Total value of US $45 million
• Average commitment size of $76,000
Major Gifts and Rotary’s Endowment
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Bequests
•Bequests provide for The Rotary Foundation in the future, in
perpetuity
•Easy to make a provision in your will or estate plan
•Talk to your financial advisor, lawyer or Notary
•We have sample legal language
•Gaining popularity in Europe
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• Provision in estate plan totaling $10,000+
Examples: will, testament, life insurance policy
Commitments and Bequest Society Recognition
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Rotary’s Endowment Fund
• Formerly known as the Permanent Fund
• Gifts can be made today, or in the future (Bequest)
• Gifts are invested and spendable earnings directed to programs
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Endowment Fund Growth
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Rotary’s Endowment Fund
• In 2013-14, about $10M was spent for program awards and operations
• Over the last 10 years, $54.7M has been spent to fund programs designed and implemented by Rotarians
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How can I cultivate aculture of giving in my district?
Supporting The Rotary Foundation
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TOP 10 GIVING COUNTRIES in RY14
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Top 30 Giving Countries: Rotary vs. World Giving Index
Country Rotary Giving World Giving IndexUSA 1 1
JAPAN 2 90
INDIA 3 69
KOREA 4 60
ITALY 6 79
GERMANY 8 28
UK 11 7
FRANCE 12 90
SWITZERLAND 17 N/A
BELGIUM 19 52
NETHERLANDS 20 12
SWEDEN 23 12
DENMARK 26 18
NORWAY 27 N/A
FINLAND N/A 25
Copyright Charities Giving Aid 2014
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We are all fundraisers!
A fundraiser’s role is to…
Be a liaison between donors and the organization
Identify donors’ interests and passions
Determine ability and inclination to make a gift
Be a matchmaker and answer questions and concerns
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1. Ask the right questions
2. Listen to the answer
3. Connect with someone who can follow up
Be the eyes and ears of Rotary
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• District Rotary Foundation Chair (Pentti Aspila, Tuomo Tuuri, Niko Niemi, Leila Risteli, Harry Hedman, Aarno Kari, Solveig Nilsson)
• Regional Rotary Foundation Coordinator (Virpi Honkala, ARRFC Erkki Pasanen)
• Endowment/Major Gift Advisor (Matti Honkala)
• Europe-Africa Foundation staff (Espen Malmberg and Elizabeth Lamberti)
Connect and follow up
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Be the eyes and ears of Rotary
1.Ask2.Listen 3.Connect
How Can I Help?
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Kiitos – Tack – Thank you