The Rotary Foundation

1. The Rotary Foundation PETS I District 6360

2. The Rotary Foundation Mission • World Understanding • Goodwill • Peace

4. TRF Mission Statement To enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty

5. Our Foundation Is Unique • The Rotary Foundation is our Foundation • Addresses the greatest needs • World reach greater than the United Nations • We can go where politicians and religious groups cannot • It’s one of the top charities in the world

6. History of our Foundation • Founded in 1917 by RI President Arch Klumph. • First contribution was $26.50. • First grant/donation was $500 to the International Society for Crippled Children (which later became Easter Seals Society).

7. The Rotary Foundation Doing good in the world …Where does the money come from?

8. One Foundation, Three Funds Annual Fund For Support Today Permanent Fund To Secure Tomorrow PolioPlus Fund End Polio Now

9. Foundation Funding Annual Fund Contributions SHARE System Contributions Permanent Fund Spendable Earnings PolioPlus Fund

10. The Rotary Foundation Annual Fund

11. SHARE Half of all SHARE contributions come back to districts and clubs in three years The other half goes to the World Fund World Fund Areas of Focus Annual Fund Giving A donation to the Annual Fund can be directed to:

12. Areas of Focus • Peace and conflict prevention/resolution • Disease prevention and treatment • Water and sanitation • Maternal and child health • Basic education and literacy • Economic and community development

13. 2012 Governors-elect Training Seminar | 5 Benefits: Areas of Focus Giving • Build ongoing support • Reinforce strategic priorities • Easy to understand • Attractive for non-contributing Rotarians & non-Rotarians • Certainty about what gift supports • Makes Rotary competitive with other NGOs

14. Annual Fund • Supports grants and programs through the SHARE system, which sends funds back to clubs and districts • Contributions credited to donor’s club • Contributions applied to club’s goal • Contributions count toward donor recognition, including Paul Harris Fellow, EREY, and TRF Sustaining Member

15. AF-SHARE 3-Year Cycle 2009 2010 2010 2011 2011 2012 2012 2013 2014 2015 2015 2016 2013 2014 • Funds from Annual Fund available to districts 3 years after they are contributed - through SHARE • Contributions to the Annual Fund made in 2009-10 are now available in 2012-13 • Contributions made in 2012-13 available in 2015-16

16. $200,000 $ Earnings used for administrative costs 2010-11 2011-12 2013-14 $100,000 $100,000 50% to District 50% to World Fund Matching Grants Packaged Grants Peace Fellows Polio+ $50,000 $50,000 Up to ½ to District Grants At least ½ to Global Grants Future Vision Grant Distribution Example ANNUAL PROGRAMS GIVING -- SHARE 2012-13

17. Annual Fund • Goal of the EREY campaign: • 100% Member Participation • $100 per capita

18. School supplies Malaria tests Water hygiene training $100 Helps Provide

19. $100 Contribution • Two desks for elementary school in Honduras • 50 mosquito nets for women and children in Tanzania • One year of tuition for a high school student in China

20. HIV anti-retroviral drugs Mobility for disabled youth Domestic abuse education $1,000 Helps Provide

21. $1,000 Contribution • One portable dental chair for dental care to indigenous children in Mexico • 400 pairs of eyeglasses for individuals in Nigeria • Microcredit loans for 23 women in the Philippines to support their families

22. Recurring giving: Rotary Direct • Select a designation, amount and frequency • Available in multiple currencies • Safe, simple and secure: www.rotary.org

23. The Rotary Foundation Polio Fund

24. World Poliovirus Cases * As of Feb. 20, 2013

25. PolioPlus World’s Biggest Commercial Contributions to the PolioPlus Fund are eligible for Paul Harris Fellow recognition.

26. The Rotary Foundation Permanent Fund

27. Permanent Fund • The Permanent Fund is Rotary’s endowment fund. • Contributions are not spent. They are invested in perpetuity. • Only the earnings are used to support activities.

28. Benefactor • A provision in estate plan to gift a minimum of $1,000 to The Rotary Foundation • An outright gift of $1,000 to Permanent Fund

29. Bequest Society • A provision in an estate plan to gift a minimum of $10,000 to the Foundation • Examples: living will, life insurance policy

30. The Rotary Foundation Recognitions for donations

31. Paul Harris Fellow Honor to those who contribute $1,000 or in whose name $1,000 is contributed

32. Recognition Levels Arch Klumph Society Major Donor Multiple PHF $10,000+ Cumulative Giving $250,000+ In your Estate Plans/Giving $2,000+ Cumulative Giving

33. Sustaining Member Contributes at least $100 every year to the Annual Fund 2009-2010

34. Paul Harris Society $1,000+ Each Year for at least 3 years  Annual Fund  PolioPlus Fund Foundation Grants * While less than 3% of TRF supporters are eligible, they make up more than 30% of Annual Fund contributions each year!

35. Top ThreePer Capita Giving Clubs Club Banner Recognition • 100% Paul Harris Fellow Club

36. 100% Rotary Foundation Sustaining Member Club Club Banner Recognition • Every Rotarian, Every Year Club

37. The Rotary Foundation Doing good in the world …Where does the money go?

38. How TRF Funds Programs The Annual Fund-SHARE System 50% District 50% World Fund

39. Permanent Fund Earnings The Trustees determine the Permanent Fund spendable earnings, whichare then split: • 50% to the World Fund • 50% credited to district

40. District Fund District directed Used by Rotarians in the district Spent on TRF grants and programs World Fund Trustee directed Used by Rotarians worldwide Spent on TRF grants and programs SHARE: Two Funds

41. 2012 Governors-elect Training Seminar | 8

42. District 6360 Global and District funds for 2013-2014 • In 2010-11, contributions = $152,424 • $76,212 to World Fund and $76,212 to District • District-controlled are split as follows: Global Fund: 50% = $38,106District Fund: 50% = $38,106 Can be used for:Can be used for: Global Matching Grants Club projects (community and international) World Peace Scholars Local contingency fund Global Scholars Scholarships Vocational Training Teams Vocational Training Teams Polio Polio

43. The Rotary Foundation Doing good in the world …How do I set my club’s goals?

44. The Rotary Foundation • What is the giving history of my club • What will individual club members give during your year – ask them to make a pledge! Gather information:

45. Club Fundraising Analysis

46. Club Recognition Summary

47. The Rotary Foundation • Discuss goals with your club members and board -- get their buy-in! • Make goals challenging, yet achievable. • Bring your completed goal sheet to PETS! Set your club goals:

48. The Rotary Foundation • Annual Fund goal (made up of other goals). • PolioPlus Fund goal. • Major Gifts/Permanent Fund goal. Three main goals needed:

49. District Spending Priorities Please rank the following possibilities for spending priorities for our District’s use of its District Designated Funds from The Rotary Foundation for the 2013-2014 Rotary Year. Place a number by each choice, using “1” for the highest priority and “7” for the lowest priority. Please use each number only once. _____ Club projects _____ Polio Plus _____ District-wide scholarship(s) _____ Global Grants _____ Vocational Training Teams _____ Rotary Peace Centers _____ Local contingency fund Turn in completed form at PETS March 14-16 in Kalamazoo.

50. Future Vision Plan Update