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DRFC A nnual P rograms F und S trategic A dvisor

DRFC A nnual P rograms F und S trategic A dvisor. PDG George - D3500. EVERY. ROTARIAN. EVERY. YEAR. E R E Y ( 每位社友 每年捐獻 ). 2006-07 :. New PHF : 57,190. Multiple PHF : 40,462. Paul Harris Society : > 175 Districts. Annual Programs Fund : $103.3 Million.

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DRFC A nnual P rograms F und S trategic A dvisor

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  1. DRFCAnnual Programs FundStrategic Advisor PDG George - D3500 Every Rotarian, Every Year2008 RRFC InstituteSkokie, Illinois, USA

  2. EVERY ROTARIAN EVERY YEAR E R E Y (每位社友 每年捐獻) Every Rotarian, Every Year2008 RRFC InstituteSkokie, Illinois, USA

  3. 2006-07 : • New PHF : 57,190 • Multiple PHF : 40,462 • Paul Harris Society : > 175 Districts. • Annual Programs Fund : $103.3 Million. • Top 10 APF Giving Club : 8 Countries. Every Rotarian, Every Year2008 RRFC InstituteSkokie, Illinois, USA

  4. Learning Objectives : • Identify and articulate our Foundation’s growth in numbers, respect and impact 扶輪基金會對人類的貢獻與影響 • Share ways in which RRFCs can guide and support districts RRFC引導正確的方法協助地區 • Discuss challenges and solutions 未來的挑戰與解決的方法 Every Rotarian, Every Year2008 RRFC InstituteSkokie, Illinois, USA

  5. 美金1元代表甚麼意義? $1 1/6 : 10億人 About one in six people live on less than $1 a day Half the world’s population lives on less than $2 a day 1/2 : 28億人 Source: NetAid; The World Bank Every Rotarian, Every Year2008 RRFC InstituteSkokie, Illinois, USA

  6. Growing in Respect The Rotary Foundation IS Unique扶輪基金會的特質是 : • Our nonprofit work addresses various diverse causes, locally and internationally --非營利的組織 : 服務是多樣性的而且是 不分本地或是國際的. • World reach is greater than the United Nations - we go where politicians and religious groups cannot --服務是超越國界的 : 不分政治與宗教. Every Rotarian, Every Year2008 RRFC InstituteSkokie, Illinois, USA

  7. Rotary can mobilize people-to-people contacts --扶輪是可以讓人與人之間動員起來. • TRF is YOUR Foundation --扶輪基金會是屬於你我自己的. Every Rotarian, Every Year2008 RRFC InstituteSkokie, Illinois, USA

  8. Contributions & Spending Every Rotarian, Every Year2008 RRFC InstituteSkokie, Illinois, USA

  9. $103.3 $67.5 $55.8 $70.5 $84.7 $94.2 Contributions & Spending 2001- 2002 2002- 2003 2003- 2004 2004- 2005 2005- 2006 2006- 2007 Annual Fund Contributions Humanitarian Programs Awards $41.5 $28.5 $27.2 $46.1 $44.6 $44.8 Educational Programs Awards $23.3 $24.2 $26.8 $27.9 $27.9 $21.9 PolioPlus Awards $29.7 $38.8 $31.6 $36.2 $24.6 $23.7 TOTAL PROGRAM AWARDS* $95.4 $94.1 $86.7 $110.2 $91.1 $100.2 * Includes Other awards, such as from Donor Advised Funds Every Rotarian, Every Year2008 RRFC InstituteSkokie, Illinois, USA

  10. Needs & Opportunities • Uneven cash flow : 20% in last month of R.Y. • Lack of Club Goal Setting in some regions 沒有設定目標的扶輪社 • Number of non-giving clubs remains high 完全沒有基金捐獻的扶輪社:7,000. Every Rotarian, Every Year2008 RRFC InstituteSkokie, Illinois, USA

  11. --Restricted contributions’ impact on Annual Giving and administration 指定捐款會對年度捐獻造成許多影響. --Paul Harris Society and Major Donors to APF- SHARE 鼓勵保羅哈里斯協會與巨額捐獻者捐獻到 APF - SHARE Every Rotarian, Every Year2008 RRFC InstituteSkokie, Illinois, USA

  12. Club Goal Setting • Average per capita contribution of Clubs that DO NOT set a goal: $68.12 • Average per capita contribution of Clubs that DO set a goal : $117.00 • Percent of clubs that do not set a goal end up non-contributing clubs: 19.3% Every Rotarian, Every Year2008 RRFC InstituteSkokie, Illinois, USA

  13. District 6000 – USA – Case Study • Sample Club Goal Report Forms provided to Clubs PRE-PETS • Copies of current year’s Club Goal Report Form, signed by sitting club president, provided to president-elect at PETS, to assist with goal setting Every Rotarian, Every Year2008 RRFC InstituteSkokie, Illinois, USA

  14. Every Rotarian, Every Year2008 RRFC InstituteSkokie, Illinois, USA

  15. The Power ofAnnual Giving年度捐獻的效能 Every Rotarian, Every Year2008 RRFC InstituteSkokie, Illinois, USA

  16. The Power of Annual Giving Annual Programs Fund contributions: • Offset our Operating Expenses • Resulting DDF is matched $1 for $1 for Matching Grants • Others… Every Rotarian, Every Year2008 RRFC InstituteSkokie, Illinois, USA

  17. Matching Grant Processing配合獎助金的程序 Every Rotarian, Every Year2008 RRFC InstituteSkokie, Illinois, USA

  18. Matching Grant Processing • Simple Funding (12%) • Grants funded exclusively with DDF • Utilizes 1 : 1 match from World Fund • No currency exchange, gain or loss • Time from Approval to Payment: • 15 Weeks • Complex Funding (88%) • Sponsor cash contributions flowed through TRF • Utilizes .50 : 1 match from World Fund • Funds do not generate earning to offset operating expenses • Funds contributed from multiple sources, multiple currencies, missing information • Currency gain and loss corrections • Receipting and Recognition required before funds available • Time from Approval to Payment: • 23 Weeks Complexity of Grant Funding Affects Processing Time Every Rotarian, Every Year2008 RRFC InstituteSkokie, Illinois, USA

  19. District 3290 – India – Case Study • DDF surplus utilized as an exchange method to fund grants in exchange for APF-SHARE contributions • 32 Matching Grants were sponsored • World Fund match on DDF was 1:1 rather than .5 :1 Every Rotarian, Every Year2008 RRFC InstituteSkokie, Illinois, USA

  20. Matching Grants & Annual Giving Annual Programs Fund Contributions & Matching Grant Contributions Every Rotarian, Every Year2008 RRFC InstituteSkokie, Illinois, USA

  21. Restricted & Annual Giving Annual Programs Fund Contributions & Restricted Contributions Compared to Annual Giving Goal Every Rotarian, Every Year2008 RRFC InstituteSkokie, Illinois, USA

  22. The Power of a Story Every Rotarian, Every Year2008 RRFC InstituteSkokie, Illinois, USA

  23. District 9470 – Western Australia District Newsletter used to educate and inspire members on the Return on Investment from TRF Contributions “Before each visit, I research that club's particular past and present donations and then calculate that club's potential lives saved”- DG Robyn Thorpe Every Rotarian, Every Year2008 RRFC InstituteSkokie, Illinois, USA

  24. How Will You Be Remembered? What will your successor build upon? • Team building and Training • Goal Setting • Regular communications • Accountability and Responsiveness • Story Telling • Growth of Paul Harris Societies • Major Gifts to APF/SHARE Every Rotarian, Every Year2008 RRFC InstituteSkokie, Illinois, USA

  25. 如何成功的推動EREY? • 成立推動小組並給予訓練 • 設定年度目標 • 定期聯繫並追蹤 • 責任分擔與獎勵措施 • 方法的教導與成功的案例 • 積極推動Paul Harris Societies • 積極推動Major Gifts to APF/SHARE Every Rotarian, Every Year2008 RRFC InstituteSkokie, Illinois, USA

  26. Annual Programs FundAPF : EREY年度捐獻 Every Rotarian, Every Year2008 RRFC InstituteSkokie, Illinois, USA

  27. 各地區2006-07年度捐獻資料: Every Rotarian, Every Year2008 RRFC InstituteSkokie, Illinois, USA

  28. 2006-07 Top 10 Clubs APF : Every Rotarian, Every Year2008 RRFC InstituteSkokie, Illinois, USA

  29. 提高APF的成功策略 : (一) 推動EREY. (二) 各扶輪社訂定年度目標. (三) 提高年度捐獻(APF),減少指定捐獻(Restricted). (四) 推動Paul Harris Societies. (五) 鼓勵Major Gifts to APF/SHARE. Every Rotarian, Every Year2008 RRFC InstituteSkokie, Illinois, USA

  30. What Dreams Will You Realize? A World without: Violence Polio Hunger Despair Every Rotarian, Every Year2008 RRFC InstituteSkokie, Illinois, USA

  31. What Dreams Will You Realize? A World atPeace Every Rotarian, Every Year2008 RRFC InstituteSkokie, Illinois, USA

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