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District 5870 Rotary Foundation SeminarAugust 25, 2018
The mission of The Rotary Foundation is to enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support
of education, and the alleviation of poverty
Our Foundation believes that fulfilling this mission starts with each Rotarian’s commitment to Service Above Self
Section One Agenda
What would it take to change the world?
• The Annual Fund
• Individual and Club Giving
• Recognition and Banners
• Jerry Johnson Trust Match Program
• Limit Time Offer Match
• Rotary Foundation Reports
• Planned Giving
Section One
Section One Agenda
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Endowment
Fund
Annual
Fund
Multiple funds working toward a common goal
Annual Fund
Rotary Foundation Funds
• Provides “Support for Today”
• Unrestricted giving … Checking Account
• A donation to the Annual Fund can be directed to:
o SHARE
50% of comes back to the district and clubs in three years
50% goes to the World Fund
o World Fund
o Areas of Focus
AF Continued
The Annual Fund(AF)
• Annual Fund giving is used to:
Recognize clubso 100% Foundation Giving Clubo 100% EREY Sustaining Club o 100% Paul Harris Fellow Clubo 100% Paul Harris Society Club
Allocate resources – DAP Grants
• Contributions are credited to donor’s club
• Contributions are applied to club’s goal
• Contributions count toward donor recognition
What Counts Toward What?
The Annual Fund(AF)
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AF- SHARE X X X X X X X
AF- World Fund X X X X X X
AF- Area of Focus X X X X X X
Endowment Fund X X X
Other Use Funds * X X X
* PolioPlus, Peace Centers, Global Grants
100% Foundation Giving Clubs
What Counts for What?
Awarded to clubs that achieve a $100 per capita andevery dues paying member personally contributes $25 or more to one or more of the following: Annual Fund, PolioPlus, Endowment Fund, or to an approved global grant during the Rotary year.
Based on membership as of June 30, 2019
BUT ……
Members who joined your club on or after July 1st will not count in this computation.
100% Foundation Giving Club #2
Foundation Recognition for Clubs100% Rotary Foundation Giving Club
29 Clubs earned this banner (50.8%)
Austin Cosmopolitan
Austin University Area
Austin-North by Northeast
Bastrop County
Belton
Cameron
Cedar Park-Leander
Copperas Cove
Corsicana
E-Club of 5870
Fairfield
Georgetown
Georgetown-Sun City
Killeen
Killeen Heights
Lakeway/Lake Travis
Lexington
Marble Falls
Marble Falls Daybreak
Mexia
Navarro County/Corsicana
Pflugerville
Rockdale
Shiner
South Austin
Taylor
Temple
Temple-South
Yoakum
100% EREY Clubs
Foundation Recognition for Clubs100% Rotary Foundation Giving Club (2017-18)
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Every Rotarian, Every Year (EREY) seeks to engage every Rotarian in the life-changing programs of our Rotary Foundation by encouraging them to --
• Participate in a Foundation program every year
• Contribute at least $25 every year
100% EREY Clubs #2
Did you know ...
Contributions to the Annual Fund via EREY are the primary source of
funding for all Foundation programs.
Foundation Recognition for Clubs100% EREY Member Club
Awarded to clubs that achieve a $100 per capita andevery dues paying member personally contributes $25 or more to the Annual Fund during the Rotary year.
Based on membership as of June 30, 2019
BUT ……
Members who joined your club on or after July 1st will not count in this computation.
100% EREY Clubs #3
Foundation Recognition for Clubs100% EREY Member Club
28 Clubs earned this banner (49.1%)
100% Paul Harris Fellow Clubs
Austin Cosmopolitan
Austin University Area
Austin-North by Northeast
Bastrop County
Belton
Cameron
Cedar Park-Leander
Copperas Cove
Corsicana
Fairfield
Georgetown
Georgetown-Sun City
Killeen
Killeen Heights
Lakeway/Lake Travis
Lexington
Marble Falls
Marble Falls Daybreak
Mexia
Navarro County/Corsicana
Pflugerville
Rockdale
Shiner
South Austin
Taylor
Temple
Temple-South
Yoakum
Foundation Recognition for Clubs100% EREY Member Club (2017-18)
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Awarded to clubs in which every dues-paying member is a Paul Harris Fellow.
This banner is only awarded one-time to each eligible club.
The intent is that the club will work to keep their membership at 100% Paul Harris Fellows in future Rotary years.
100% Paul Harris Fellow Clubs #2
Foundation Recognition for Clubs100% Paul Harris Fellow Club
We currently have:
7 – 2nd Award Clubs
1 – 3rd Award Club
District 5870 has developed a sew-on patch for clubs that “regain” their 100% PHF Club status.
100% Paul Harris Fellow Clubs #3
Foundation Recognition for Clubs100% Paul Harris Fellow Club
Austin
Austin Capitol
Austin Cosmopolitan
Austin University Area
Austin Westlake
Austin-North by Northeast
Belton
Cameron
Copperas Cove
Corsicana
East Austin
Fairfield
Georgetown (Sunrise)
Giddings
Harker Heights
Killeen
Killeen Evening
Killeen Heights
Lakeway/Lake Travis
Lexington
Marble Falls
Mexia
Northwest Waco
Rockdale
Round Rock Sunrise
Shiner
South Austin
Taylor
Temple
Temple-South
Waco Sunrise
Yoakum
32 Clubs have earned this banner
Top 3 Per Capita Clubs
Foundation Recognition for Clubs100% Paul Harris Fellow Club
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Awarded to the three clubs with the highest per capita giving in the district.
Total Annual Fund giving during the Rotary year divided by the club’s starting membership as shown on the July 1st invoice.
Top 3 Per Capita Clubs (2017-18)
1. Killeen Heights2. Temple-South3. Austin Cosmopolitan
Rotary Direct
Foundation Recognition for ClubsTop 3 Per Capita Giving Clubs
• Select a designation, amount and frequency
• Safe, simple and secure
• Three ways to enroll:
o On-line: www.rotary.org/give
o By mail: Enrollment form
o By phone: 1-866-976-8279
• Minimum contribution:
$10 per transaction – i.e., $10 per month, $10 per quarter, or $10 per year
• Credit card only; direct debit is not an option
Jerry Johnson Trust
Rotary DirectRecurring Giving
15 year member of RC of Killeen Heights
Bequeathed his estate to The Rotary Foundation
To assist active Rotarians in obtaining their firstPaul Harris Fellowship, the Trust will match individual contributions to the Annual Fund-SHAREon a one-for-one basis from $100 to $500.
Jerry Johnson Trust Usage
Jerry Johnson Trust Match Program
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Trust matches requested to date:
Dollar value of these matches:
Initial Paul Harris Fellowships awarded:
Clubs participating in the program:
1,352
$270,715
695
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Limited Time Offer Match
Jerry Johnson Trust Match Program
For a number of years, the Jerry Johnson Trust has been asked if there is any way that the Trust can match contributions made by Rotarians who are already a Paul Harris Fellow.
The Limited Time Offer will match contributions of made to the Annual Fund-SHARE during Rotary Year 2018-19 on a one-to-one basis in amounts of $250 to $500 for any active Rotarian who is not yet a Paul Harris Fellow +8.
Limited Time Offer Match Usage
Limited Time Offer Match
Matches requested to date:
Dollar value of these matches:
Paul Harris Fellowships awarded:
Clubs participating in the program:
57
$22,990
50
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Your Primary Tools
Limited Time Offer Match
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• Any contribution to the Annual Fund, PolioPlus or to an approved Global Grant gives the donor:
o Credit toward his/her own Paul Harris Fellowships
PLUS
o Foundation Recognition Points
• Points accumulate on a 1-for-1 basis
• Points only expire upon the death of the donor, or the death of the surviving spouse of a Major Donor
Foundation Recognition Points #2
Foundation Recognition Points
• Points can be transferred to any other person
o In amounts of 100 or more
o Another Rotarian, a family member, a friend, a co-worker...absolutely anyone.
o Cannot be transferred to your club or district, and they can only be transferred once.
• Club contributions generate recognition points
o Undesignated contributions to the Annual Fund
o Undesignated contributions to PolioPlus
o Undesignated contributions toward Global Grant projects
Foundation Recognition Points #3
Foundation Recognition Points
• Leverage your points!
Use them:
o As a match pool to promote Foundation giving
o To reward member recruitment
o To reward service
o To become a 100% Paul Harris Fellow Club
Either by themselves or in conjunction with either the Jerry Johnson Trust Match Program or the Limited Time Offer Match.
Foundation Recognition Points
Club Foundation Reports
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Foundation ReportsClub Reports
Club Reports
• Club Recognition Summary (Individual)
Recognition Amount, PHF Level, Foundation Recognition Points, Date of Last Contribution, Last Fund Contributed To, Benefactor status, Rotary Direct
• Club Foundation Banner Report (Individual)
New Members, Dates on which TRF Giving, EREY, Sustaining Member, and PHS Eligible are achieved
• Club Fundraising Analysis (Club)
Five Year Trend Analysis
District Foundation Reports
Foundation ReportsClub Recognition Summary (CRS)
“New” members do
not count toward earning the TRF Giving
or EREYbanners
Foundation ReportsClub Foundation Banner Report
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Foundation ReportsClub Fundraising Analysis
District Reports
• Monthly Contribution Report (Club)
Number of Members, Annual Fund Goal, Annual Fund Per Capita Year-to-Date, Annual Fund Contribution Year-to-Date
• PolioPlus Report (Club)
Number of Members, PolioPlus Goal, PolioPlus Contribution Year-to-Date, Prior Year’s Contribution
Foundation ReportsDistrict Reports
Foundation ReportsMonthly Contribution Report (MCR)
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Foundation ReportsPolio Plus Report
The Endowment Fund and Major Gifts
PDG Ronney Reynolds
• Endowment/Major Gifts Advisor for Zones 21B & Part of 27
• Email: [email protected]
Rotary’s tomorrow depends
on what we do today
Foundation GivingCreating a Legacy
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• Your Rotary Foundation
• Overview of Rotary Foundation programs
Section Two
Your Rotary Foundation
Named the 2016 World’s Outstanding Foundation by the Association of Fundraising Professionals
Named a Four Star Charity with a perfect 100 point overall score by Charity Navigator - less than 1 percent of the charities it rates have earned a perfect score
Your Rotary Foundation
Facts -
• 2.5 billion immunized children and Polio cases down 99.9%
• $3.4 billion spent on Humanitarian efforts and scholarships
• Over 100 Years of doing good in the world
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Your Rotary FoundationOverview of Rotary Foundation Programs
• District Grant Projects
• Global Grants Projects
• Scholarships
• PolioPlus
• Rotary Peace Centers
• Rotary Foundation Alumni
Your Rotary FoundationDistrict Grants
• Single “block” grant awarded annually
• Funded by Annual Fund contributions made three years prior
• Simple, flexible and Innovative
• Humanitarian and educational activities and projects consistent with The Rotary Foundation’s mission
• Smaller activities and projects (i.e. DAP Grants)
• Fund both local or international activities
• Local decision making / broader guidelines
Your Rotary FoundationGlobal Grants
• Long-term projects and activities achieving specific quantitative standards.
• Funded by District Designated Funds with a match from the World Fund.
• Humanitarian and educational related with sustainable, measurable outcome.
• Larger grant awards – minimum World Fund match is $15,000.
• Aligned with the six Areas of Focus.
• International partnerships required.
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Your Rotary FoundationGlobal Grants
Peace and Conflict Prevention/Resolution
Disease Prevention and Treatment
Water and Sanitation
Maternal and Child Health
Basic Education and Literacy
Economic and Community Development
Your Rotary FoundationVocational Scholarships
• Vocational study in the district.
• Funded by the District Grant.
• $5,000 per grant; clubs provide an additional $250 (minimum)
• Variable duration (1-2 years)
• Includes a humanitarian project.
• Scholarship management provided by the sponsoring club.
Your Rotary FoundationGlobal Grant Scholarships
• Graduate study abroad in one or more of the six Areas of Focus.
• Funded by District Designated Funds with a match from the World Fund.
• Minimum scholarship is $30,000; it can be more.
• Variable duration (1-4 years)
• May include a humanitarian project.
• Scholarship management provided by the sponsoring club.
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Your Rotary FoundationPolio Plus
• Rotary's top philanthropic priority.
• Launched in 1985.
• Two and a half billion children have been immunized.
• The incidence of polio has decreased 99.9 percent.
• As of 2017, Rotary’s contributions to the Global Polio Eradication Initiative with matching funds from the Bill & Melinda Gates Foundation exceeds $1.7 billion.
Your Rotary FoundationRotary Peace Centers
• Master’s degree or professional development certificate in fields related to peace studies and conflict resolution.
• Rotary partnered with 7 universities around the world.
• Districts can submit an unlimited number of qualified candidates each year.
• Must be proficient in two languages and have a minimum of 3 years relevant work experience.
• Funded by District Designated Funds, World Fund and major restricted gifts.
Your Rotary FoundationRotary Foundation Alumni
• All participants in Rotary Foundation educational programs are considered Rotary Foundation Alumni.
• Alumni are encouraged to maintain a lifelong relationship with Rotary through:
o Rotary club membershipo Rotaract club membershipo Alumni association activities (service projects,
future participant selection and orientation)o Contributions to The Rotary Foundation
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• The SHARE Pricess
• The DAP Allocation Process
• Getting Your Club Qualified and Projects Funded
• District 5870 Programs
• Your District 5870 Foundation Team
• Additional Resources
Section Three
Annual Fund distributions are available to the district 3 years after they are contributed - via SHARE
For example:
Contributions made in 2014-15 were available this year
Contributions made in 2015-16 are available next year
Annual Fund – SHARE works in a 3-year cycle:
2015
2016
2019
2020
2013
2014
2016
2017
20142015
20172018
2018
2019
The SHARE ProcessWhat it is? How it works?
The SHARE ProcessSpecifics for 2018-2019
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District Grant$137,680
District Grant
DAP GrantsVocational Scholarships (4)Group Service ExchangeUnanticipated Projects
65.9%14.5%18.2%
1.5%
$137,680
$90,680$20,000$25,000
$2,000
2015-2016
District 5870
$538,615.30
Rotary Club
$5,000
0.93%
$90,680 = $843
DAP GrantPre-AuthorizedAmount (PAA)
** Can be increased if your club (1) has a strong 5-year per capita giving history and (2) you agree to attain at least a $100 per capita in 2018-19
**
The SHARE ProcessHow all this effects a club
Step 1
DAP Grant Request
Step 3
Qualify Your Club
Step 4
DAP Grant Application
Step 2
Allocation Email
Qualification Process
• Submit your MOU• Submit your club’s IRS Form 990• GMTS –Your P-E and one other club member• Pay both RI and District dues• Current on all grant reports
The DAP Grant Process
In 2017-2018 District 5870 received $237,560 in District Designated Funds (DDF) which was used to support the following:
• One Global Grant Scholarship
• Two Global Grant Humanitarian Projects
• Five District Vocational Scholarships
• 40 DAP Projects.
District 5870
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.
Resources
District 5870 website (www.rotarydistrict5870.org)
• Calendar
• Foundation/Grants Tab
Rotary International website (www.rotary.org)
• Grants Management Manual
• Terms and Conditions
• Areas of Focus Policy Statements
How You Can Help
Shop.Rotary.Org
• Successful Projects
• The Foundation and Your Club
• Your Role in the Foundation
Section Four
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Austin Cosmopolitan and Naivasha-Ndabibi, Kenya
• Provided a long-term, dependable water source that resulted in:
– Healthier children & families– More time in school– Better medical care at the clinic – Improved agriculture in the
community– Improved commerce– More economic opportunities
for women
• Made us true Rotarians
• Changed our lives!
Successful Projects
Successful Projects
Austin Cosmopolitan and Naivasha-Ndabibi, Kenya
• Provided adequate toilet facilities to 6-8 schools in Kenya.
– Local Rotarians helped to identify the neediest schools
– Worked with the NobelityProject.
• West Austin Rotary Club – Community Service
Holiday Shopping Spree and School Support High Level of Member Participation Community Matching Funds
Successful Projects
• Austin and South Austin Rotary Clubs – EarlyAct, FirstKnightat Dawson Elementary
Character education for children Serves an average of 400 per year 8-12 volunteers a year Average 35-55% decrease in office
referrals Increased community involvement in
schools Increased teacher moral
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The Foundation will help your Club -
• Increase its level of humanitarian service both locally and internationally
• Increase its impact and funding opportunities
• Give you an “elevator speech” about your Club
• Help attract new members and retain current ones
• Help your current members become more engaged and connected to your Club.
• Build Rotarians!
The Rotary Foundation in your Club
How you can help -
• Make giving a part of your club culture
• Make it easy for members to give
• Set goals for your club and tell your members what they are
• Get Rotary speakers on the schedule
• Educate members about the Foundation
• Nominate scholarship candidates
• Do DAP Grant projects
The Rotary Foundation in your Club
How you can help -
• Apply for Global Grants
• Attend training – District Assembly, GMTS, Foundation Seminar
• Tell your club and community about the great work you are doing
The Rotary Foundation in your Club
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Your District 5870 Foundation Team
District Rotary Foundation ChairChristine Kempff: [email protected]
Annual Fund Subcommittee ChairPDG Rich Kaye: [email protected]
Grants Subcommittee ChairAbbey Tootle: [email protected]
District Grant CoordinatorBeverly Luedke: [email protected]
Global Grants CoordinatorTBD
Your District 5870 Foundation Team
District Vocational Scholarship ChairBarb Merlo: [email protected]
Global Grant Scholarship ChairKathrine Logue: [email protected]
PolioPlus ChairKelly Barr: [email protected]
Peace Fellow ChairKent Miller: [email protected]
Foundation TreasurerAmanda Traphagen: [email protected]