DISTRICT 6460 AND THE ROTARY FOUNDATION Everyone loves PowerPoint! President of my club 2010-2011, so I am not far removed from being a PE. I seem to recall that I was on “information overload” but the good news is that you get through it. So my plan is to not overwhelm you further with too much info, but rather to simply share a few key details that you really do need to know, and challenge you to pick an area of focus or two in regards to The Rotary Foundation and your club

In the next few minutes… What we’ll cover: First, my disclaimer… Brief overview of TRF and Annual Fund-SHARE system (confusing?) Share some good news with you about D6460’s contributions YTD Challenges. Opportunities. Goal setting…goal setting…goal setting… Things I have learned in the past 6 months Note about Service vs. financial support: my job

D6460 Rotary Foundation Committee Mark Roberts DRFC Peoria-North John Gibbons Global Grants Edwardsville Ryan Byers Club Grants Jacksonville PDG R. Riggins PHS Society Peoria-North K. Rosentretter Scholarships Carlinville Lee Malany VTT Springfield South Dan O’Brien PolioPlus Springfield South Mac McGee Reporting Aledo PRID B. Stuart Major Gifts Springfield Jane Pratt Major Gifts Monmouth Leonard Berg Major Gifts Wood River

The Rotary Foundation is … The charitable arm of Rotary International Rated as one of the top charities in the world (4-Star by Charity Navigator) OUR charity, as Rotarians…it should be our charity of choice

Mission Statement: To enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty.

The Rotary Foundation’s Centennial Year 5/15/2018 The Rotary Foundation’s Centennial Year 2016 The centennial celebration began at the Rotary International Convention in Seoul, Korea, 2017 The celebration culminates at the Rotary International Convention in Atlanta, Georgia, USA, 10-14 June www.rotary.org/foundation100 In 2016-17, The Rotary Foundation will celebrate its 100th anniversary. The centennial festivities will begin at the 2016 convention in Seoul and end with a celebration at the 2017 convention in Atlanta.   All Rotarians are invited to join in this year of celebration. Clubs can organize centennial events to share our Foundation’s many successes with their communities. You can also continue the Foundation’s tradition of Doing Good in the World by supporting and participating in global and district grant projects. Or you can honor the Foundation’s history by contributing to the Annual Fund, the Endowment Fund, the PolioPlus Fund, or the Rotary Peace Centers. In 1917, the seeds of the Foundation were planted with a call to action from the Rotary president and a contribution of $26.50. Today, The Rotary Foundation has $1 billion in assets and an impressive record of improving millions of lives. Our Foundation has come a long way — let’s take a look at how we got here. EXTRA: See more ways to celebrate the centennial at www.rotary.org/foundation100.

SUPPORTING THE ROTARY FOUNDATION PolioPlus Fund End Polio Now Rotarians support our Foundation through: The PolioPlus Fund, dedicated to global polio eradication The Annual Fund, primary source of funding for Foundation grants and activities The Endowment Fund, which supports the Foundation in perpetuity Annual Fund For Support Today Endowment Fund To Secure Tomorrow

END POLIO NOW…ALONG WITH BILL AND MELINDA GATES! Rotary’s own financial support for PolioPlus will be magnified by an agreement with the Bill & Melinda Gates Foundation. From 2013 to 2018, every $1 that Rotary commits in direct support of polio immunization (up to $35 million per year) will be matched by an additional $2 from the Gates Foundation. This means contributions to Rotary’s PolioPlus program will have three times the impact.

ENDOWMENT FUND Held in perpetuity Contributions are professionally invested Only the earnings are spent A great way to leave a legacy Gifts to the Endowment Fund are held in perpetuity as part of an endowment. They are professionally invested, with a portion of the earnings used each year for purposes specified by the Trustees and the donors. The Endowment Fund offers donors a way to create their own lasting legacy through Rotary.

ANNUAL FUND Primary funding source for Foundation grants and activities Supports local and international grants through the SHARE system Contributions are credited to donor’s club and applied to club’s goal Perception of Local vs. International Contributions to the Annual Fund support local and international grants and activities through the SHARE system. Contributions are credited to the individual donor and the donor’s club and counted toward the club’s and district’s Annual Fund goals.

Annual Fund-SHARE 3-Year Cycle 2011 2012 2012 2013 2013 2014 2014 2015 2015 2016 2016 2017 2017 2018 Funds from Annual Fund available to districts 3 years after they are contributed - through the SHARE process Contributions to the Annual Fund made in 2012-13 were available in 2015-16 Contributions made in 2014-15 will be available in 2017-18

Earnings used for administrative costs SHARE Fund Example: Earnings used for administrative costs 2016-17 50% to World Fund Matching Grants Packaged Grants Peace Fellows Polio+ 50% to District Up to ½ to District Grants At least ½ to Global Grants 2013-14 2014-15 $ $200,000 $50,000 $100,000 2015-16

District 6460 Grant Funds for 2016-2017 In 2013-14, contributions = $193,390

District 6460 Grant Funds for 2016-2017 In 2013-14, contributions = $193,390 $96,695 to World Fund, $96,695 to District

District 6460 Grant Funds for 2016-2017 In 2013-14, contributions = $193,390 $96,695 to World Fund, $96,695 to District District-controlled $$$ are split as follows:

District 6460 Grant Funds for 2016-2017 In 2013-14, contributions = $193,390 $96,695 to World Fund, $96,695 to District District-controlled $$$ are split as follows: Global Fund: 50% = $48,347

District 6460 Grant Funds for 2016-2017 In 2013-14, contributions = $193,390 $96,695 to World Fund, $96,695 to District District-controlled $$$ are split as follows: Global Fund: 50% = $48,347 Can be used for: * Global Matching Grants * World Peace Scholars * Global Scholars * Vocational Training Teams * Polio

District 6460 Grant Funds for 2016-2017 In 2013-14, contributions = $193,390 $96,695 to World Fund, $96,695 to District District-controlled $$$ are split as follows: Global Fund: 50% = $48,347 District Des. Fund: 50% = $48,347 Can be used for: * Global Matching Grants * World Peace Scholars * Global Scholars * Vocational Training Teams * Polio

District 6460 Grant Funds for 2016-2017 In 2013-14, contributions = $193,390 $96,695 to World Fund, $96,695 to District District-controlled $$$ are split as follows: Global Fund: 50% = $48,347 District Des. Fund: 50% = $48,347 Can be used for: Can be used for: * Global Matching Grants * Club projects * World Peace Scholars * Scholarships * Global Scholars * Grants administration * Vocational Training Teams * Local Contingency * Polio

2015-2016 District 6460 Giving Total Giving $403,645 (#3/14 in Zone 31) Galesburg $115,000 Peoria North $43,010 Jacksonville, Springfield, Peoria >$25,000 Annual Fund “goal” of $135,000: actual = $242,426 Per Capita of $105…first time D6460 exceeded $100! PolioPlus actual = $36,699

So, how’s 2016-2017 going? Annual Fund goal of $137,800 $80,156 through January 23 (58% of goal) Only 46% of clubs have set a goal (but…that’s +12%) PolioPlus goal of $19,275 $34,386 through January 23 (178% of goal!) However…only 38% of clubs have set a goal (+4%) Endowment Fund $2,476

More great stuff 2016-2017… Total Giving $123,816 to date 108 new Paul Harris Fellows 1 new Major Donor ($10,000+ total) 33 total Paul Harris Society members ($1000 year) (+5) 60 members signed up for Rotary Direct (+26) Working on a $1,000,000 Dinner for Fall 2017 Who is .75 member?

Clubs doing great things… Annual Fund Per Capita Jacksonville Sunrise $300 Springfield $126 Honorable mention Jacksonville, Peoria-North, Pittsfield, Silver Creek/Troy, Springfield South, Springfield Sunrise are ALL over $70 per capita

More clubs doing great things… Set and met / exceeded Annual Fund goal: Alton-Godfrey, East Peoria, Pittsfield, Springfield-Westside, Washington Every Rotarian, Every Year…all members contribute SOME amount Galesburg Sunrise 92% Springfield Sunrise 89%

RC Peoria $17,080 for PolioPlus!

Challenges / Opportunities Current Annual Fund Per Capita $35…our target is $100 We still need 54% of clubs to set an Annual Fund goal We still need 62% of clubs to set a PolioPlus goal 13 clubs have contributed $0

100% Member Participation: Only 22% so far this year EVERY ROTARIAN, EVERY YEAR The Every Rotarian, Every Year effort encourages Rotarians to participate in their Foundation by volunteering for service activities and contributing to the Annual Fund each year. Contributions to the Annual Fund support the Foundation’s grants and programs through the SHARE system. Contributions are credited to the individual donor and the donor’s club, and they are counted toward the club’s and district’s Annual Fund goals. 100% Member Participation: Only 22% so far this year

RECURRING GIVING: ROTARY DIRECT One of the easiest and most secure ways for us to support our Foundation is through Rotary’s recurring giving program, Rotary Direct. Select an amount, frequency (monthly, quarterly or annually), and contribution method that is convenient for you. Enrollment is integrated with the Foundation’s secure online contribution system and is available in multiple currencies. Efficient, convenient and secure. The Rotary Foundation will send you one annual statement of Rotary Direct contributions for tax purposes (where applicable). “Phase 2” District goal of 75 members (60 to date) Safe, secure, and easy Give monthly, quarterly, or annually

Hey PE’s… If you do NOTHING else in regards to The Rotary Foundation during your year, please set and work towards goals for: Every Rotarian, Every Year (EREY): 100% Annual Fund: Avg. $100 per member PolioPlus $ Club Fundraising Analysis handout

The District Foundation Committee is always happy to help! Any questions? The District Foundation Committee is always happy to help! Mark Roberts mark@communityfoundationci.org 309-674-8730