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Maximizing Rotary Foundation Funding: Strategies for Clubs and Individuals

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15 diapositives · 297 Views · Sep 28, 2014

Unlock the potential of the Rotary Foundation by learning how to effectively secure funding. This seminar focuses on fostering contributions from clubs, Rotarians, and personal networks including friends, relatives, and corporate support. Discover how to direct tax-deductible donations toward various foundation projects such as the Annual Fund, PolioPlus, and district grants. We'll explore the SHARE system, the importance of District Designated Funds (DDF), and strategies to ensure your contributions work for you while supporting global initiatives in peace, health, education, and community development.

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  1. Rotary Foundation Seminar Value for money -$$$ in… and $$$ back DISTRICT 9500

  2. Finding Foundation Funding We are ok at getting contributions from; CLUBS AND ROTARIANS PERSONAL GIFTS Well what about asking our; FRIENDS, RELATIVES AND CORPORATE SUPPORT REMEMBER WE ARE TALKING ABOUT INCOME TAX DEDUCTABLE DONATIONS

  3. Where you can put your $$$ Contributions; Designated to either >> Annual Fund All Contributions SHARE System Permanent Fund Spendable Earnings PolioPlus Fund

  4. 2010-11 2011-12 2012-13 2013-14 Funds raised and invested Funds used in SHARE Growing your $$$ to pay TRF expenses Funds invested Funds invested $100,000 DDF &$100,000 World Fund $200,000 Annual Fund Permanent Fund spendable earnings NOT in 3-year investment cycle

  5. SHARE System –returning your $$$ to the District After 3 years investment • Earnings from contributions designated to Permanent Fund are added to: • Annual Fund contributions • And divided 50/50 between;

  6. District Designated $$$ can be split For example a US$100,000 District Designated Fund can be divided between Remaining Balance Up to 50% Any amount to global grants, PolioPlus, or Rotary Peace Centers $50,000 or less to fund the district grant program

  7. District Designated Fund DDF 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 Control of the two Funds

  8. What if you don’t use all your $$$ It is not lost in roll-over 2010-11 2011-12 2012-13 2013-14 2014-15 Funds Raised Funds Spent Unused DDF rolls forward to the next year; districts notified in August Unused DDF is calculated; districts notified in May

  9. What you can do with your DDF $$$ 50% of contributions 3 years prior Rollover and Transfers DDF Up to 50% Global Grants PolioPlus Donations District Grants Unused DDF rolls over to next year Transfer to another district Rotary Peace Centers Donations

  10. What you can do with District Grant project $$$ (examples)

  11. What you can do with Global project $$$ (John Rowe to outline & comment)

  12. FINDING YOUR INTERNATIONAL PROJECT

  13. THE 6 AREAS OF TRF 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

  14. Questions? District Contacts for your Rotary Foundation Pages 47 & 48 in the District directory District Rotary Foundation Seminar