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The Rotary Foundation
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  1. The Rotary Foundation My Foundation – My Charity of Choice

  2. Overview of the Foundation Review of Each Sub-Committee Educate – Communicate - Participate AGENDA

  3. Don Lowry Scholarships Drew Lamont / John Stoddart Grants Brenda Tyson Annual Giving Henk VanAndel Ross Tyson Planned Giving / Permanent Fund Gillian Taylor Committee Chair Charlie Schroder Alumni Ivan Docker World Peace Fellowship Joel David District 5370 Paul Harris Society Paul Moulton Group Study Exchange Polio-Plus The Rotary Foundation Regional Rotary Foundation Coordinators Immediate PDG DGE District Governor Rotary Foundation Committee Sub-committees

  4. Thank You • Last year, clubs: • Pledged $253,866 to the Annual Programs Fund • Achieved $308,211 or 121.41% of goal • Average per cap of $128.69 • Restricted Giving $253,336 • Permanent Fund $19,321 • Total Giving in 2009-10 $580,869

  5. District Designated Funds - History Contribution Year Collected Amount of DDF (after 3 years) 2007-08 $378,438 $189,219 2008-09 $280,784 $140,392 2009-10 $299,229 $149,614 2010-11 $308,212 $154,106 WHAT A DIFFERENCE A DONATION MAKES!

  6. Rotary Goals & Objectives The Mission of The Rotary Foundation of Rotary International is to enable Rotarians to advance world understanding, goodwill and peace through the improvement of health, the support of education and alleviation of poverty.

  7. District Foundation Committee: “Helping Rotarians doing good in the world.” Mission Statement

  8. SHARE- How it Works Contributions to Annual Programs Fund The Rotary Foundation Invests for 3 years 50% back to the District as District Designated Funds 50% goes to World Fund

  9. 2011 - 2012 Ambassadorial Scholarships World Peace Fellowships (World Fund) Grants Group Study Exchange (World Fund) International / Local Humanitarian Aid Alumni Polio-Plus PROGRAMS

  10. Ambassadorial Scholarships – to students who serve abroad as ambassadors of goodwill to improve international understanding – up to US$25,000 Committee Chair – Henk VanAndel: Edmonton Northeast SCHOLARSHIPS

  11. Julie Self– Oxford Full year Ambassadorial Scholar -sponsored by the Rotary Club of Edmonton West CURRENT RECIPIENTS Recipient for 2010 - 2011 Year • Heather Sarsons – London School of Economics • Full Year Ambassadorial Scholar • - sponsored by the Rotary Club of Lloydminster

  12. Masters Degree - US$50,000 2 year Fellowship Professional Development Certificate - US$11,000 3 month intensive studies (now available to Rotarians) Current Recipient- Gordon Hughes- sponsored by the Rotary Club of Spruce Grove These programs are funded through the World Fund Committee Chair – Ivan Docker: RC Edmonton Strathcona World Peace Fellowships

  13. Funded from the World Fund 2010- 11 partner country: Ukraine Team Leader Rotarian - TBA Dates: Outgoing Team:  May /June 2012 Incoming Team: October 2011 Future GSE Trips (Apply as Rotarian Team Leader) 2013 - New Zealand Committee Chair- Paul Moulton RC of St. Albert GROUP STUDY EXCHANGE

  14. Matching Grants– District and the Rotary Foundation to assist in funding international humanitarian service projects. District Directed Funds (DDF) are available for matching with a maximum of US$12,000.00 per Club District Simplified Grants– support the service activities or humanitarian endeavors of Rotarians. These funds can used for either local or international projects. The are the maximum of 20% of the DDF. This year amount is $29,906 with a maximum of C$2,000.00 per Club. GRANTS

  15. Information and forms are available on the District website GRANTS Committee Chair Matching Grants Drew Lamont, RC of Grande Prairie Swan City Committee Chair District Simplified Grants John Stoddart, RC of Camrose Daybreak

  16. International humanitarian aid projects Polio Plus Partners Ecuador water project Surgery Ecuador Water and Sanitation in Sir Lanka Learning Centre in Brazil District 5370 Belize Literacy Program (3-H Grant) TANGIBLE BENEFITS

  17. Annual Programs Fund – This is the essence of the “Every Rotarian Every year” initiative. We encourage all Rotarians to be sustaining members giving US$100 every year for 10 years to the APF. Pledge for 2010-2011 is $182,125. (Currently 15 clubs not yet reported) Last year’s end result was $308,211! Committee Chair: Brenda Tyson,RC Edmonton Northeast SOURCES OF FUND SUPPORT

  18. Permanent Fund / Planned Giving – Through Wills, estate, insurance, stocks, etc. Permanent Fund monies are never spent, they are invested, and the interest earned each year goes to the Annual Programs Fund or World Fund. Two recognitions: Benefactor - US$1,000 in your will. Receive “wings” to attach under your Rotary pin. Bequest Society - minimum of US$10,000 Committee Chair: Don Lowry, RC of Sherwood Park SOURCES OF FUND SUPPORT

  19. In keeping our promise to eliminate Polio from the world we have immunized over 2 Billion Children. In one day over 170 million children were immunized in India. We have to eliminate polio from the remaining 4 countries in the world where it is found. Funding the Bill and Melinda 200 Million Dollar matching grant challenge with at least $2,000.00 from each club for 3 years, 2009 – 2012. Clubs are encouraged to raise the funds through their community and not generate them from club members. Committee Chair: Gillian Taylor, RC of Stony Plain PolioPlus Committee

  20. Initiatives in 2010 – 2011 to achieve our goal Increasing membership in District 5370 Paul Harris Society Having more Rotarians use TRF-Direct (donating funds periodically from their Bank Account or Credit Card) Encouraging Rotarians to become Sustaining Members Funding the Bill and Melinda 200 Million Dollar matching grant challenge with at least $2,000.00 from each club Achieving our Goal

  21. The Paul Harris Society is a special district recognition program designed for Rotarians who wish to support the Rotary Foundation in a more substantial way each year Recognizes individual donors who make a commitment to contribute a minimum of US$1,000 per year to the Annual Programs Fund, Polio Plus and Polio Plus Partners, or the Humanitarian Grants Program. Currently over 80 members in the District Committee Chair: Joel David, RC of Edmonton The Paul Harris Society

  22. A new, convenient way is now available for you to make regular contributions to The Rotary Foundation – through TRF-Direct. Simply fill in how much you would like deducted from your chequing or savings account or from your credit card. Indicate frequency: monthly, quarterly, bi-annually, annually. Mail it in to The Rotary Foundation, and you are all set! Form is available on the District website under Foundation. TRF-DIRECT

  23. For TRF-Direct forms only mail to: The Rotary Foundation Annual Giving, FN500 One Rotary Center 1560 Sherman Avenue Evanston IL 60201-3698 USA OR MAKING A DONATION

  24. Send a cheque to The Rotary Foundation Canada Box B9322P.O. Box 9100,Postal Station FToronto, Ontario M4Y 3A5 * Please include the appropriate form MAKING A DONATION

  25. Alumni Basics Who are Foundation Alumni? • Current Chair: Charlie Schroder- RC St. Albert • Former Ambassadorial Scholars • Former Rotary World Peace Fellows • Former GSE Team members and leaders • Former recipients of a University Teachers Grant ….. Cont’d

  26. Former Rotary Volunteers who have received a grant from the Foundation Former Discovery Grant recipients Former Individual Grant recipients Alumni Basics Who are Foundation Alumni?

  27. 118,000 Total Alumni (approximate for Oct. 2010) 42,000 are Ambassadorial Scholars 69,000 are GSE members 18% of Rotarians are alumni How many Foundation Alumni are there?

  28. Rotarian Actions Actions clubs can take • Invite Alumni to join your club • Ask Alumni to speak to your club • Invite Alumni to serve on Selection committees • Invite Alumni to help with Foundation Presentations • Invite Alumni to work on service projects

  29. Rotarian Treacy Duerfeldt asks, “If two-thirds of the world – about four billion people – can live on $2 per day, then shouldn’t the rest give at least that much?” Consider making your annual gift today. FAMOUS QUOTE

  30. Thank you for your support of the Rotary Foundation Further Information is available on our District Website Call or email Ross Tyson, District 5370 Foundation Committee Chair at either (780) 672-2829 or e-mail at jrtyson@telusplanet.net THANK YOU