district 5360 rotary foundation seminar the rotary foundation (trf) doing good in the world
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District 5360 Rotary Foundation Seminar
The Rotary Foundation (TRF)Doing Good in the World
District 5360 Rotary Foundation Seminar
The Rotary Foundation (TRF)WHY DONATE?
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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 Foundation areas of focus (Note: you can split your donations between the various funds)
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Specific CausesPromoting PeaceFighting DiseasesProviding Clean WaterSaving Mothers and ChildrenSupporting EducationGrowing Local EconomiesFull details www.rotary.org - GIVE
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District 5360 Rotary Foundation Seminar
District 5360 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%
The Multiplier Effect Of Donating to Annual Fund Share
Leveraging - more bang for the buck!The Rotary Club of Calgary West Example (Honduras project Phase 2)
$
Calgary West Funds 10,000
Other Club Funds 41,000
Private Donors 14,000
Alberta CIP Grant 15,000
District Designated Funds 18,000
TRF Global Grant 55,000
DFATD (GOC) Funds 150,000
Total Project Funds 303,000
When you give to the Annual Fund – Share:
Donations remain in Foundation for 3 YearsIncome Pays TRF Foundation Expenses50% of your donations Returned for District use(Referred to as DDF or District Designated Funds) Clubs apply to District for DDF funds for Projects50% of your donations go to the World Fund which clubs can access for Global Grants Clubs apply to District for Global Grants which are approved by TRF Trustees
Your Donations put to work by YOU!
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Did your club participate in a project?If not this year then another
BUT
Does it matter as it’s really all about helping others
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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 good standing)
examples
Bill and Melinda Gates Foundation
The Government of Alberta
Your Employer
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The Rotary FoundationEvaluation
Scores and Stars
Financials 96.31
Accountability and Transparency
96.00Stars out of 4
4Stars The highest rating: a further endorsement of the Rotary Foundation’s commitment to make every dollar work.
(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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The Rotary FoundationYour Donations
“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
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?
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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 MemberWhat does it take to become a sustaining
member?
Minimum US$100 per year
- 1 Coffee and Donut a week- 1 Beer a week- 2 Dollars on your weekly lunch bill- Club Matching Funds or 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 Dollar 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 FoundationResources:
Your Club Foundation Chair, Club President or Assistant Governor.
www.rotary.org – The Rotary Foundation
www.rotary.org – GIVE
District Gifting Chair - Mike French
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Other clubs “Bright Ideas”
Foundation buddies - create Foundation Teams
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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Please consider
The Rotary Foundation(as one of)
Your Charity of Choice
Thank-youYour District Foundation Gifting Committee
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