the rotary foundation rotary district 7610 foundation seminar aug 22, 2009
TRANSCRIPT
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The Rotary Foundation
Rotary District 7610Foundation Seminar
Aug 22, 2009
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District 7610 Foundation Seminar
Welcome
DG Horace McCormack
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Our Guests
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PDG John T Capps III
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PDG John T Capps III
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PDG John T Capps III
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PDG Rocky Jacobs
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PDG Joe Mulkerrin
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PDG Jim Pierce
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District 7610 Rotary Foundation Giving
2008-09
DRFC Travis White
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District Giving 2008-09
• Annual Program Fund (APF) Goal - $324,520• APF Giving - $339,112 • APF Goal Achieved – 104.5%• APF Per Capita - $150.05• Restricted Giving/Permanent Fund - $114,090• Total Giving - $453,202• No non-giving clubs• Eleven EREY Clubs/ Four Sustaining Member
Clubs
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Recent Giving History
Year GoalAPF Goal Achieved
APF %APF Per
CapTotal
Giving
2003-04 $200,000 $194,557 97% $88.39 $484,943
2004-05 $180,000 $219,359 122% $96.68 $331,943
2005-06 $234,240 $258,918 111% $115.49 $351,116
2006-07 $224,140 $390,865 174% $180.70 $588,271
2007-08 $315,005 $392,408 125% $176.44 $600,808
2008-09 $324,520 $339,118 105% $150.05 $453,202
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APF Benefit 2010-11 DGN Ron Marion
• APF 2007-08 (last final year) - $392,408• District Designated Funds
– 50% APF - $196,204– Permanent Fund Distribution – $3,724– Total Share - $199,928
• Allows:– Districted Simplified Grant $39,240 (26 clubs)– Remaining Humanitarian and Educational Programs -
$160,688 ($62,000 Educational; $98,688 Grants)
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Projection 2011-12DGN Jon Allan
• DDF– 50% APF - $169,559 ($26,645 less)– Estimated Permanent Fund Distribution $2,500– Total Share - $172,059 ($27,869 less)
• Allows:– DSG - $33,912 ($5328 less – support for 4 clubs)– Remaining for Humanitarian & Educational Programs
- $138,147 ($22,541 less – if same educational program, 2-10 fewer grants)
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APF Giving 2009-10(Through July 30)
Where are we so far this year?
• Goal: $336,711
• APF: $24,602
• APF %: 7.31%
• Great start - best in last 7!!!
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APF Conclusion• Important we do not allow negative trend to develop!• Need to continue early emphasis:
– Encourage EREY (Rotarian gives something)– EREY Club (everyone gives something; club per cap ≤
$100)– Sustaining membership (every Rotarian gives $100)– Paul Harris Society (Rotarian pledges $1,000/year)– Major Donors (Rotarian gives accumulated total of
$10,000)– Major Gift ($10,000, 3 year pledge option)– IRA Withdrawal option Age 70 1/2
• Club leadership and Foundation Chairs urged to participate in Fund Development Workshop during breakouts
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The Rotary Foundation’sFuture Vision Plan
Preparing for the Foundation’s Second Century of Service
DRFC Travis White
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TRF’S Future Vision Plan
• Approaching 100th anniversary of TRF, trustees sought to develop a plan to make TRF more relevant - Only slight modification to programs since inception.
• Trustees sought input from a wide variety of stakeholders.
• Plan updates mission and creates more effective ways to help Rotarians develop diverse projects with greater impact and sustainable outcomes.
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TRF Future Vision Plan Designed To:
• Simplify TRF programs and processes consistent with the mission.
• Focus service efforts where they will have greatest impact by addressing priority world needs that are relevant to Rotarians.
• Offer program options to help achieve both global and local needs.
• Increase sense of ownership by transferring more decisions to district.
• Gain greater understanding of TRF’s work and enhance Rotary’s public image.
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The Rotary FoundationMotto & Mission
Motto: Doing Good in the World
Mission: …to enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty
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Excerpts from MissionAreas of Focus
Goodwill and Peace
1. Peace and Conflict Prevention/Resolution
Health
2. Disease Prevention and Treatment
3. Water and Sanitation
4. Maternal and Child Health
Education
5. Basic Education and Literacy
Alleviation of Poverty
6. Economic and Community Development
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Future Vision Grants
District• Simple, flexible,
innovative• Educational and
humanitarian projects / activities consistent with mission
• Smaller activities and projects
• Local decision making with broader guidelines
Global• Long-term projects /
activities achieving specific qualitative standards
• Rotarian participation• Larger grant awards• Sustainable outcomes• Educational and
humanitarian related• International partnerships
required
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Future Vision Funding Attributes
District Grants• Block grant• District administers• General TRF guidelines• Creativity and
accountability• Local and DDF funding
only• Up to 50% DDF- No min
or max $ limits
Global Grants• DDF, World Fund, cash
flow through, PF earnings, named gifts
• Larger awards (min. $15K) and project costs
• WF match of DDF, cash, and DAF
• Streamlined stewardship and accountability
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TRF Future Vision Implementation
• 3-year pilot program– 100 representative districts worldwide
selected to participate– District 7610 is not one– 3 districts in Zone 33 were (7620, 7630, 7690)
• Full implementation 2013-14
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Future Vision Immediate Effect on 7610
Operating rules unchanged except:• Limits districts with which we can work (Pilot
Districts - Global Grants)• Grants: Volunteer Service and 3-H grants not
available.• Educational Programs - eliminated:
– Multi-year Ambassadorial scholarships– Cultural scholarships– Grants for University Teachers
• GSE every other year (funding)
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Questions?