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The Rotary Foundation

The Rotary Foundation. Rotary District 7610 Foundation Seminar Aug 22, 2009. District 7610 Foundation Seminar. Welcome DG Horace McCormack. Our Guests. PDG John T Capps III . PDG John T Capps III. PDG John T Capps III. PDG Rocky Jacobs. PDG Joe Mulkerrin. PDG Jim Pierce.

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The Rotary Foundation

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  1. The Rotary Foundation Rotary District 7610 Foundation Seminar Aug 22, 2009

  2. District 7610 Foundation Seminar Welcome DG Horace McCormack

  3. Our Guests

  4. PDG John T Capps III

  5. PDG John T Capps III

  6. PDG John T Capps III

  7. PDG Rocky Jacobs

  8. PDG Joe Mulkerrin

  9. PDG Jim Pierce

  10. District 7610 Rotary Foundation Giving 2008-09DRFC Travis White

  11. 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

  12. Recent Giving History

  13. 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)

  14. 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)

  15. 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!!!

  16. 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

  17. The Rotary Foundation’sFuture Vision Plan Preparingforthe Foundation’s Second Centuryof ServiceDRFC Travis White

  18. 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.

  19. 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.

  20. 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

  21. Goodwill and Peace Peace and Conflict Prevention/Resolution Health Disease Prevention and Treatment Water and Sanitation Maternal and Child Health Education Basic Education and Literacy Alleviation of Poverty Economic and Community Development Excerpts from MissionAreas of Focus

  22. 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 partnershipsrequired Future Vision Grants

  23. District Grants Block grant District administers General TRF guidelines Creativity and accountability Local and DDF funding only Up to 50% DDF- Nomin 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 Future Vision Funding Attributes

  24. 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

  25. 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)

  26. Questions?

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