district 5360 rotary foundation seminar the rotary foundation (trf)

District 5360 Rotary Foundation Seminar

The Rotary Foundation (TRF)

The Rotary Foundation (TRF)

Doing Good in the World

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The Rotary Foundation

Key requirements

FinancialsAccountability & Transparency

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The Rotary Foundation

Scores and Stars

Financials 96.31Accountability and Transparency 96.00Stars out of 4 4 Stars The highest rating (Charity Navigator 2015)

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The Funding ModelOverheads in round numbers are

10 cents on the dollar

Funded by income on donations to the Annual Fund - Share over 3 years

For full disclosure Google: Rotary Foundation Funding Model -

“Our Foundation's Funding Model presentation with slide n”

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Annual Fund – Share Donations

Remain in Foundation for 3 YearsIncome Pays Foundation ExpensesDonations Returned for District use (Referred to as DDF or District Designated Funds)District Grants to Clubs for ProjectsGlobal Grants approved by TrusteesYour Donation put to work by YOU!

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District 5360 Rotary Foundation Seminar

Annual Fund Distribution

Based on 2012-13 District-wide Projects Multiple use

Economic Develop

Maternal/Health

Water

Literacy

Scholarships

Travel Grant

40%

12%

23%

13%

8%4%

Does your club participate?If not this year then another

BUTDoes it matter as it’s really all about

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To qualify for a project grant

Each club must have an average contribution per member to the Annual Fund - Share of US$50.Attend DGS Qualification seminar.

Project must be sustainableFor full details: rotary5360.ca Heading “Foundation” - “District Grants”

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SustainabilityLong-term solutions to community needs

That beneficiaries can maintain after grant funding ends.

6 Steps:• Assess community needs• Use local materials• Identify a local funding source• Provide training, education and outreach• Motivate beneficiaries to take ownership• Monitor and evaluate

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The Rotary FoundationFunded by

Donations from members - Like You!Matching funds from outside sources

(an endorsement of the Foundation’s standing)

For example

Bill and Melinda Gates Foundation

The Government of Alberta

Your Employer

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The Rotary Foundation Giving options

Annual Fund - Capital returned for Member directed projects worldwide

Endowment Fund - Income used for grants and projects worldwide

PolioPlus Fund - Capital and income used for polio eradication

Specific Causes - Rotary areas of focus

Remember you can split your donations between the various funds

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Rotary Areas of Focus

Promoting PeaceFighting DiseasesProviding Clean WaterSaving Mothers and ChildrenSupporting EducationGrowing Local EconomiesFull details www.rotary.org - GIVE

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The Rotary FoundationDonation recognition levels

Sustaining Member - US$100 p.a.

Paul Harris Fellow - US$1,000

Major Donor - US$10,000+

Paul Harris Society - US$1,000 p.a.

Arch C Klumph Society US$250,000+

Benefactor/Bequest Society - Will

(Details at www.rotary.org - GIVE - Recognition)

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Sustaining Member

What does it take to become a 100% sustaining member, or club?

- 1 Coffee and Donut a week- 1 Beer a week- 2 Dollars on your weekly lunch- Club Matching Funds/Points

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District 5360 Appreciation

Members who sign on to the Recurring Payment Program

Will be awarded 100 Rotary Foundation Recognition Points towards

their Paul Harris Fellow

(Details at www.rotary.org - GIVE - Recognition)

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Larger Donors

Consider donating shares

- Donate at Market Value- Disposition at Cost Base

- No Capital Gains Tax

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The Rotary Foundation

When to donate?

Monthly by Direct DebitAnnually

(Maybe in Foundation Month, November, for tax benefit)

Upon Deathor

All of the above

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The Rotary Foundation

Resourceswww.rotary.org – The Rotary Foundation

www.rotary.org – GIVE

District Gifting Chair - Mike French

mikefrench.rotary@gmail.com

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Other clubs “Bright Ideas”

Foundation buddies

Percentage of dollars per fundraiser or event are donated to TRF

Wills and estate planning session re: charitable gifting

Separate fundraiser for Polio

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The Rotary Foundation

“Doing Good in the World”

- Transforming lives ……..

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District 5360 Rotary Foundation Seminar

Ugandan Children with guardian hoping for scholarships

District 5360 Rotary Foundation Seminar

The difference a scholarship can make

District 5360 Rotary Foundation Seminar

District 5360 Rotary Foundation Seminar

Donation ChoicesThe Rotary Foundation (TRF); your Charity of Choice for International and Community projects

For local projects consider your local Foundations(E.G. The Calgary Rotary Clubs Foundation; Community Foundation of Southeastern Alberta; Community Foundation of Lethbridge & Southwestern Alberta; etc.)

Remember you can always support both!

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If you are not a supporter of YOUR Rotary Foundation

Please ask yourself

WHY NOT?What is stopping you?

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What do you need to know to become a donor?

Please ask your club Foundation Chair for more information

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Please consider

The Rotary Foundation(as one of)

Your Charity of Choice

Thank-youYour District Foundation Gifting Committee

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