Foundation

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The Rotary
Foundation
Art Harrington Al Frumpkin
OUR ROTARY FOUNDATION
2009-2010
GETS Zones 25 and 26
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US 1

• About one in six people
• live on less than 1 a day
• Half the worlds population lives on
• less than 2 a day

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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.)

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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

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The world needs you!
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You are the Spirit of RotaryTODAYand the
Legacy of RotaryTOMORROW

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Working towards The Elimination of
Poverty Environmental Conservation Food Security,
Health Care and Education Mediation and Conflict
Resolution World Peace and Understanding
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PolioPlus

• More than 2 billion children received oral polio
  vaccine since 1985
• Rotary has committed over US 850 million to
  eradicate polio

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Bill Melinda Gates Foundation Rotarys 200
Million Challenge
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• Partnered with seven leading universities around
  the world, establishing six Rotary Centers
• To advance knowledge and world understanding
  among potential future leaders

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• 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

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• 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

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• 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

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• 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

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(No Transcript)
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Matching Grants
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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

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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

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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

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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

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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

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Zone Support Structure
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Peace Fellows
subcommittee
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APF-SHARE 3-Year Cycle

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

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Your Contribution at Work

Funds are invested for three years
After three years, funds are split between DDF
and World Fund
1
2
3
Year
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Stewardship of Rotary Foundation Funds
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Stewardship

• Treating TRF funds as a sacred trust
• Competent and thorough project supervision
• Standard business practice
• Reporting irregularity to TRF
• Implementing projects as approved

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TRF Rating as a Charity
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• 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

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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

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Endowments of Other Institutions
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Current Permanent Fund Values
Permanent Fund market value and expectancies (US
millions)
579.3
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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)

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Tips

• Lead by example
• Get involved in TRF programs
• TRF-DIRECT
• Feature TRF speakers
• Mix fellowship with fundraising
• Express appreciation
• Paul Harris Society

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Celebrating Achievement
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For a Better Future
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Celebrating Rotary
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ROTARY Humanity in Motion