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Understanding Rotary Foundation: Cultivating a Culture of Giving for Global Good

Discover different club views on Rotary Foundation, diverse giving patterns within D5000, and strategies to enhance involvement. Explore the unique structure and impact of the foundation, emphasizing the importance of member contributions and effective fundraising management. Learn how to create a giving-oriented club culture, increase donation levels, and track progress effectively. Dive into the various funds of the foundation, including Annual Programs Fund, Permanent Fund, and PolioPlus Fund, highlighting their specific purposes and investment guidelines. Uncover the significant role played by members, presidents, and foundation chairs in shaping the future of Rotary through sustainable giving practices.

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Understanding Rotary Foundation: Cultivating a Culture of Giving for Global Good

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  1. THE ROTARY FOUNDATION D5000 District Assemblies 2013-2014

  2. What Is Your Club’s View of the Rotary Foundation? Wide Difference within D5000 Some clubs … $500+ per capita Other clubs … < $40 per capita Some Views … “The money goes somewhere else!” “ Polio - aren’t we done yet?” “ The Foundation is overwhelming!”

  3. Many Views … Some Positive • Our club supports and gives generously • Giving to TRF is a big part of our culture Some Negative • We HATE asking for money! • Don’t see the real benefit • Would rather support other charities

  4. Our Goal … Some Positive • Our club supports and gives generously • Giving to TRF is a big part of our culture Some Negative • We HATE asking for money! • Don’t see the real benefit • Would rather support other charities Move to here

  5. Rotary Foundation IsUnique • Unlike Any Other Charity • Run by the volunteers who donate • Addresses greatest needs • Non-religious, political, governmental • People-to-people contacts Without the Foundation, Rotary is a “Breakfast/Lunch/Dinner” Club

  6. Rotary Foundation IsUnique Typical Charitable Organization $840 to Projects $1,000 Donor $100 $60 Fundraising Management • ~ 16% lost to “Friction” • Givers have no direct input on projects undertaken Source: Forbes.com

  7. Rotary Foundation IsUnique The Rotary Foundation $1,000 to Projects $1,000 Donor $ 0 $ 0 Fundraising Management • No “Friction” loss • Givers have direct input on many projects undertaken

  8. The Foundation Is … District Grants • Formerly “District Simplified Grants” • Primarily for local projects Global Grants • Formerly “Matching Grants” • Requires Rotarians (Clubs or Districts) in two different countries • Includes Humanitarian Projects, Vocational Training Team (VTT), and Scholarships PolioPlus • Only three countries left!

  9. The Foundation Is … … Local projects to help those in need

  10. The Foundation Is … … Near-eradication of an endemic crippling disease …to this 1985 2012 From this …

  11. WHAT DO I NEED TO DO? Create a Culture of Involvement

  12. Not Hard to Be A “Giving” Club • Without TRF, what are we? • Members give for a variety of reasons • Personal Experience • To give back to community • Image Enhancement – view of being charitable • Tax deductions • In Reality … • Reason Number One … YOU ASK THEM!!! • Reason Number Two … It makes a difference

  13. Two Key Ways to Increased Giving • Ask Them! • Ask every member every year • No pre-conceived amounts • Match or exceed last year’s amount? • Show that giving makes a difference • Connect the dots!! • Project Feedback - At meetings & Newsletter • Global Grants & Local projects w/ District Grants • Vocational Training Teams • Global Scholars

  14. WHAT DO I NEED TO DO? President / Foundation Chair Develop a Plan with Goals Must involve talking to members 1-on-1 Track and discuss at each Board meeting Build Club Awareness Foundation Minute Each Week Emphasize projects where $$s are spent Provide for Meaningful Recognition

  15. What Happens to the Money?

  16. Foundation made of Three Funds Rotary Foundation Annual Fund Permanent Fund PolioPlus Fund ~$400mm ~$242mm ~$141mm • Annual Programs Fund (APF) … Supported by annual giving • Permanent Fund … Endowment Fund - principal not touched • PolioPlus Fund … Funds for Polio eradication … nothing else Each Fund uses separate investment guidelines & objectives

  17. Annual Programs Fund (APF) • Primary Fund for the Foundation’s work • Relies totally on annual giving • Works on a three-year cycle to cover admin costs Rotary Foundation Annual Fund Permanent Fund PolioPlus Fund ~$400mm ~$242mm ~$141mm

  18. Annual Programs Fund (APF) • Primary Fund for the Foundation’s work • Relies totally on annual giving • Works on a three-year cycle to cover admin costs Rotary Foundation 2007-08 ~$114.8mm Annual Fund Permanent Fund PolioPlus Fund ~$400mm ~$242mm ~$141mm 2010-11 ~$114.2mm

  19. Permanent Fund • The Foundation’s Endowment Fund • Principal untouched … spending = earnings only • Key to Foundation’s future Rotary Foundation Annual Fund Permanent Fund PolioPlus Fund ~$400mm ~$242mm ~$141mm

  20. Permanent Fund • The Foundation’s Endowment Fund • Principal untouched … spending = earnings only • Key to Foundation’s future • Critical to mark “Share” on contribution!! Rotary Foundation ~$50mm Annual Fund Permanent Fund PolioPlus Fund ~$400mm ~$242mm ~$141mm ~$16mm

  21. PolioPlus Fund • Dedicated solely to polio eradication • Big Boost from Bill & Melinda Gates Foundation • Safe, short-term investment focus Rotary Foundation Annual Fund Permanent Fund PolioPlus Fund ~$400mm ~$242mm ~$141mm

  22. PolioPlus Fund • Dedicated solely to polio eradication • Big Boost from Bill & Melinda Gates Foundation • Safe, short-term investment focus Rotary Foundation ~$80mm Annual Fund Permanent Fund PolioPlus Fund ~$400mm ~$242mm ~$141mm ~$80mm

  23. Where the Money Goes Rotary Foundation Annual Fund Permanent Fund PolioPlus Fund ~$114.2mm ~$16mm ~$78mm • Humanitarian & Education Grants • Global Grants • District Grants • Vocational Training Teams • Scholarships Polio Eradication

  24. Where the Money Goes Rotary Foundation Annual Fund Permanent Fund PolioPlus Fund ~$114.2mm ~$16mm ~$78mm • Humanitarian & Education Grants • Global Grants • District Grants • Vocational Training Teams • Scholarships Polio Eradication Key Takeaway … now 12% of total and growing

  25. Year 1: Contributions toAPF 50% – DDF 50% – World Fund • Global Grants • District Grants • Scholarships • VTTs • Global Grants • Scholarships • VTTs Your Contribution at Work Year 2: Funds invested three years Year 3: After 3rd year, split between DDF and World Fund

  26. Year 1: Contributions toAPF 50% – DDF 50% – World Fund • Global Grants • District Grants • Scholarships • VTTs • Global Grants • Scholarships • VTTs Your Contribution at Work ~$400,000 Year 2: Funds invested three years Year 3: After 3rd year, split between DDF and World Fund ~$200,000 ~$200,000

  27. Other “Common” Programs … • Your giving makes these happen … • Vocational Training Teams • Scholarships • District Grants • Global Grants • No giving … these don’t happen!

  28. HOW DO I GIVE?

  29. Simple Ways to Give … • Give to your Foundation Director • Ensures appropriate recognition and SHARE • Probably the easiest method • Give directly to Rotary Foundation • Online or mail-in • Lump sum • Monthly contributions – automatic payment • Remember … tax-deductible • 40% overall rate … $1,000 donation costs only $600

  30. “Direct” Giving • “Preferred” method • Proper recognition • SHARE funds (DDF) • 5 minutes to complete • Download online • Obtain from Foundation Director • Can use Check, Credit Card, or Wire Transfer • Recommend sending via Club Foundation Director

  31. “Direct” Giving • “Preferred” method • Proper recognition • SHARE funds (DDF) • 5 minutes to complete • Download online • Obtain from Foundation Director • Can use Check, Credit Card, or Wire Transfer • Recommend sending via Club Foundation Director Works for ANY fund

  32. Online Giving “Contribute” page on Rotary.com … … leads you to “Member Access”

  33. Online Giving “Contribute” page on Rotary.com … The three Funds we’ve discussed … leads you to “Member Access”

  34. Online Giving “Contribute” page on Rotary.com … … or give directly to a specific project … … leads you to “Member Access”

  35. Online Giving … APF Choices Only “SHARE” will generate DDF to D5000

  36. Online Giving … Permanent Fund Choices Only “SHARE” will generate DDF to D5000

  37. Give to Paul Harris or The Foundation? • Paul Harris… RECOGNITION for Giving • Paul Harris Fellow $1,000 cumulative to APF • Multiple Paul Harris Each additional $1,000 • Other APF Recognitions • Major Donor > $10,000 • White Hat Society $5,000 in a year • Sustaining Member $100+ in a year • Permanent Fund Recognition • Bequest Society $10,000 + • Benefactor $1,000 +

  38. Simple Ways to Boost Giving • Develop a plan to talk to each member • One-on-one discussion • Participate at least at last year’s level • “Gentle” pressure … focus on education • “Matching Points” program • Use points from club or other members • In conjunction with Foundation Month? • Weekly “Foundation Minute”

  39. Consider Making TRF Your First Choice • First choice for your charitable giving? • All the reasons you know … • The use matches our ideals as Rotarians • You have a big say in where the money goes • Lean organization – 100% goes to projects • Easy to explain to others • “Thank you for asking, but I give my charitable contributions to Rotary” • Your Club’s Giving last year … • Can you improve?

  40. WHAT DOES THE ROTARY FOUNDATION MEAN TO ME? It’s the Heart of Rotary

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