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

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Page 1: District 5360 Rotary Foundation Seminar The Rotary Foundation (TRF) Doing Good in the World

District 5360 Rotary Foundation Seminar

The Rotary Foundation (TRF)Doing Good in the World

Page 2: 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?

Page 3: District 5360 Rotary Foundation Seminar The Rotary Foundation (TRF) Doing Good in the World

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Page 4: District 5360 Rotary Foundation Seminar The Rotary Foundation (TRF) Doing Good in the World

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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Page 5: District 5360 Rotary Foundation Seminar The Rotary Foundation (TRF) Doing Good in the World

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

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Page 6: District 5360 Rotary Foundation Seminar The Rotary Foundation (TRF) Doing Good in the World

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%

Page 7: District 5360 Rotary Foundation Seminar The Rotary Foundation (TRF) Doing Good in the World

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

Page 8: District 5360 Rotary Foundation Seminar The Rotary Foundation (TRF) Doing Good in the World

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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Page 9: District 5360 Rotary Foundation Seminar The Rotary Foundation (TRF) Doing Good in the World

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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Page 10: District 5360 Rotary Foundation Seminar The Rotary Foundation (TRF) Doing Good in the World

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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Page 11: District 5360 Rotary Foundation Seminar The Rotary Foundation (TRF) Doing Good in the World

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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Page 12: District 5360 Rotary Foundation Seminar The Rotary Foundation (TRF) Doing Good in the World

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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Page 13: District 5360 Rotary Foundation Seminar The Rotary Foundation (TRF) Doing Good in the World

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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Page 14: District 5360 Rotary Foundation Seminar The Rotary Foundation (TRF) Doing Good in the World

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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Page 15: District 5360 Rotary Foundation Seminar The Rotary Foundation (TRF) Doing Good in the World

The Rotary FoundationYour Donations

“Doing Good in the World”

- Transforming lives ……..

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Page 16: District 5360 Rotary Foundation Seminar The Rotary Foundation (TRF) Doing Good in the World

District 5360 Rotary Foundation Seminar

Ugandan Children with guardian hoping for scholarships

Page 17: District 5360 Rotary Foundation Seminar The Rotary Foundation (TRF) Doing Good in the World

District 5360 Rotary Foundation Seminar

The difference a scholarship can make

Page 18: District 5360 Rotary Foundation Seminar The Rotary Foundation (TRF) Doing Good in the World

District 5360 Rotary Foundation Seminar

Page 19: District 5360 Rotary Foundation Seminar The Rotary Foundation (TRF) Doing Good in the World

District 5360 Rotary Foundation Seminar

Page 20: District 5360 Rotary Foundation Seminar The Rotary Foundation (TRF) Doing Good in the World

If you are not a supporter of YOUR Rotary Foundation

Please ask yourself

WHY NOT?What is stopping you?

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Page 21: District 5360 Rotary Foundation Seminar The Rotary Foundation (TRF) Doing Good in the World

What do you need to know to become a

donor?

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Page 22: District 5360 Rotary Foundation Seminar The Rotary Foundation (TRF) Doing Good in the World

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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Page 23: District 5360 Rotary Foundation Seminar The Rotary Foundation (TRF) Doing Good in the World

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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Page 24: District 5360 Rotary Foundation Seminar The Rotary Foundation (TRF) Doing Good in the World

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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Page 25: District 5360 Rotary Foundation Seminar The Rotary Foundation (TRF) Doing Good in the World

Larger Dollar Donors

Consider donating shares

- Donate at Market Value- Disposition at Cost Base

- No Capital Gains Tax

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Page 26: District 5360 Rotary Foundation Seminar The Rotary Foundation (TRF) Doing Good in the World

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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Page 27: District 5360 Rotary Foundation Seminar The Rotary Foundation (TRF) Doing Good in the World

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

[email protected]

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Page 28: District 5360 Rotary Foundation Seminar The Rotary Foundation (TRF) Doing Good in the World

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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Page 29: District 5360 Rotary Foundation Seminar The Rotary Foundation (TRF) Doing Good in the World

Please consider

The Rotary Foundation(as one of)

Your Charity of Choice

Thank-youYour District Foundation Gifting Committee

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