district 5360 rotary foundation seminar the rotary foundation (trf)
TRANSCRIPT
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
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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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