PDG Paul Gianatti PDG Eric Wood The Rotary Foundation PDG Paul Gianatti PDG Eric Wood

Leaving a Rotary Legacy

Arch C. Klumph ARCH SEA CLUMP (F) Remember the name The Rotary Foundation Endowment Fund – Leaving a Legacy… To Secure Tomorrow

In 2017 we will celebrate 100 years of doing good in the world! In 1917, Arch C. Klumph proposed that an endowment be set up “for the purpose of doing good in the world.” In 2017 we will celebrate 100 years of doing good in the world! How will you celebrate? The Rotary Foundation was created nearly 100 years ago. The Foundation started with $26.50 and today the Annual Program Funds receives over $120 million each year and our endowment fund is now over $1 Billion with combined assets and expectancies. What does this mean? It means that some Rotarian's have made a gift of support to the Endowment today-which is active and doing good in the world now and some have made a future commitment to the endowment, with a named gift in their will or through other estate planning avenues, that will go to work beyond their lifetime, to continue their legacy of service and support to our mission work. This is a brilliant achievement.

Why consider a gift to Rotary's endowment? Contributions to the Endowment Fund are NOT spent. Contributions are invested in perpetuity. Only the earnings are used to support Foundation programs which creates a "forever gift" of support! What was called Rotary’s Permanent Fund is now called the Endowment Fund. The endowment fund is our saving account. The principal is never spent – the interested is invested in the work of The Rotary Foundation. The funds change lives in my community, in your community and communities around the world.  

MAJOR GIFTS AND THE ENDOWMENT FUND A major gift is a single, outright gift of $10,000 or more. Major gifts make up a significant percentage of total funds raised by the Rotary Foundation and are key to meeting fundraising goals A major gift, (a single donation of $10,000 or more) is different from Major Donor recognition, which recognizes a donor who has given a total of $10,000, often given cumulatively over years with many smaller gifts. This section focuses on cultivating and soliciting major gifts The Rotary Foundation Endowment Fund – Leaving a Legacy… To Secure Tomorrow

ENDOWMENT AND MAJOR GIFTS Benefactor Bequest Society Major Donor Arch Klumph society Trustees circle The Rotary Foundation Endowment Fund – Leaving a Legacy… To Secure Tomorrow

Six Areas of Focus Peace, and Conflict Prevention and Resolution Disease Prevention and Treatment Water and Sanitation Maternal and Child Health Basic Education and Literacy Economic and Community Development The Rotary Foundation Endowment Fund – Leaving a Legacy… To Secure Tomorrow

try penicillin Things to Remember The Rotary Foundation Endowment Fund – Leaving a Legacy… To Secure Tomorrow

Philanthropy is based on voluntary action for the common good. A Donor Bill of Rights Philanthropy is based on voluntary action for the common good. Donors have the right to expect To be fully informed Full confidentiality The donation will be used as the donor directs Consistent and ongoing stewardship The Rotary Foundation Endowment Fund – Leaving a Legacy… To Secure Tomorrow

It’s Alive!! FOUR STEPS TO RAISING MAJOR GIFTS IDENTIFY: potential donors CULTIVATE: educate and involve in TRF programs ASK: when, who, how much RECOGNIZE: the donor You can designated how your major gift or bequest is used. You can direct it to SHARE. This allocates a portion of the funds to be used in your district. Or you can direct the funds to a specific area such as a scholarship for the Rotary Peace Centers or have the funds go to one of Rotary’s six areas of focus or you can ask that your gift be used for the general fund of The Rotary Foundation. The Rotary Foundation Endowment Fund – Leaving a Legacy… To Secure Tomorrow

Recognition Let’s brief talk about how the Rotary Foundation says thank you for your kindness and generosity

Major Donor Levels & NEW AKS Levels Major Donor Level 1 – US$10,000 Major Donor Level 2 - $25,000 Major Donor Level 3 - $50,000 Major Donor Level 4 - $100,000 AKS Level 1 – Trustees Circle $250,000 AKS Level 2 – Chair’s Circle $500,000 AKS Level 3 – Foundation Circle $1,000,000 AKS Level 4 – Platinum Trustees Circle $2,500,000 AKS Level 5 – Platinum Chair’s Circle $5,000,000 AKS Level 6 – Platinum Foundation Circle $10,000,000 The Rotary Foundation Endowment Fund – Leaving a Legacy… To Secure Tomorrow

NEW Bequest Society Levels Level 1 - US$10,000 Level 2 - $25,000 Level 3 - $50,000 Level 4 - $100,000 Level 5 - $250,000 Level 6 - $500,000 Level 7 - $1,000,000 Level 8 - $2,500,000 Level 9 - $5,000,000 Level 10 – $10,000,000 The Rotary Foundation Endowment Fund – Leaving a Legacy… To Secure Tomorrow

What Every Rotarian Can Do Discuss your estate plans with your spouse and children and talk with your financial planner Become a Bequest Society Member Contact Planned Giving staff at TRF or a Zone or District volunteer to discuss specifics of your estate planning Ensure your district has an effective Endowment Fund – Major gift committee Here are just a few suggestions that each of you can do to help secure tomorrow. Discuss your estate plans with your family. Become a Benefactor or make a Bequest. Talk with your financial planner or lawyer about your estate plans and how best to include The Rotary Foundation.

Planned Giving Website www.rotary.org/plannedgiving Planned giving details Forms, gift calculator, Gift options Let me briefly mention the new website for planned giving on the RI website. Rotary.org slash planned giving. This is a large new area of the website with many downloads, resources for donors, contact information, a gift calculator and other resources – please take a look at this site.

You are a part of the Rotary family You are a part of the Rotary family. Plan now to be a part of it forever The Rotary Foundation Endowment Fund – Leaving a Legacy… To Secure Tomorrow

Thank you for your support! The Rotary Foundation Endowment Fund – Leaving a Legacy… To Secure Tomorrow

PRESIDENT ELECT TRAINING SEMINAR 2017-18

BUSINESS/ PROFESSIONAL/ COMMUNITY LEADERS UNTIL RECENTLY, WE HAVE POSITIONED ROTARY LIKE A HUMANITARIAN FUNDRAISING ORGANIZATION Fundraising BUSINESS/ PROFESSIONAL/ COMMUNITY LEADERS (SLIDE 20 UNTIL RECENTLY…) Until recently, Rotary has positioned itself as a humanitarian organization, focusing less on the importance of membership.

TO DISTINGUISH OURSELVES, THE OPPORTUNITY IS IN THE …. BUSINESS/ PROFESSIONAL/ COMMUNITY LEADERS SERVICE AND (SLIDE 21 TO DISTINGUISH) However, we know that what makes Rotary special is in the “and”— We are a membership AND service organization.

JOINING LEADERS EXCHANGING IDEAS TAKING ACTION (SLIDE 22 JOINING LEADERS) Our essence statement is only realized when we bring together leaders to exchange ideas and take action leaving a lasting impact in communities around the world.

The cycle of fundraising and giving Rotary Club raises money Rotary club donates money to another charity Other charity builds reputation Other charity comes back to Rotary Club for more money

Lets grow our reputation Rotary Club raises Money Rotary Club contributes to TRF Rotary club applies for a Grant The Grant provides funding for local or international projects Reputation of the Rotary Club grows …to do good in the world

The Rotary Foundation Priorities End Polio now and forever Strengthen Rotarians’ knowledge, engagement, and financial support for TRF Increase the quality and impact of Rotary’s humanitarian service effort through Rotary Grants and the Six Areas of Focus Enhance the image and awareness of the Foundation’s achievements, particularly the success of Polio Plus and its 100 year record of Doing Good in the World

local and international projects Rotary Grants….. local and international projects

Areas of Focus Peace and Conflict Prevention/Resolution Disease Prevention and Treatment Water and Sanitation Maternal and Child Health Basic Education and Literacy Economic and Community Development

ROTARY GRANTS District grants Global grants The Rotary Foundation offers grants that support a wide variety of projects, scholarships, and training that Rotarians are doing around the world. There are two types of grants available: district grants and global grants.

ROTARY GRANTS District Grants The Rotary Foundation offers grants that support a wide variety of projects, scholarships, and training that Rotarians are doing around the world. There are two types of grants available: district grants and global grants. Rotary Club of Gosford used a District grant to build two picnic shelters on the Gosford waterfront.

DISTRICT GRANTS Small-scale, short-term Local or international activities Aligned with the Foundation’s mission Single grant awarded annually Club submission required District grants fund small-scale, short-term activities that address needs in your community and communities abroad. Each district chooses which activities it will fund with these grants. You can use district grants to fund a variety of district and club projects and activities. You have a lot of freedom to customize your service projects. There aren’t many restrictions, as long as your district grant supports the mission of The Rotary Foundation, which 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. Districts must be qualified before they can administer district grants. Districts may use up to 50 percent of their District Designated Fund to receive one district grant annually. This percentage is calculated based on the amount of DDF generated from a district’s Annual Fund giving three years prior, including Endowment Fund earnings. You aren’t required to request the full amount available. Districts receive this funding as a lump sum and then distribute it to their clubs.

DISTRICT GRANT Examples Rotarians in District 4420 (part of Sao Paulo, Brazil) used district grant funds to begin Project READ (Reading and Education Center) to provide reading rooms for children in poor communities. The project equips each center with books and toys that encourage reading among children ages 5-12. A local monitor supervises each reading room and tutors students. Rotary Club of Mosman has supported “Books in Homes” in providing books to infants and grade 1 pupils at a school in Mt Druitt Clean water has been provided to the town of Pune in East Timor by Rotary Club of Epping. 43 Bio-sand filters have been installed in homes

ROTARY GRANTS Global Grants The Rotary Foundation offers grants that support a wide variety of projects, scholarships, and training that Rotarians are doing around the world. There are two types of grants available: district grants and global grants.

GLOBAL GRANTS Large, long-term projects Sustainable, measurable outcomes Alignment with areas of focus International partnership World Fund match Global grants support large international activities with sustainable, measurable outcomes in Rotary’s areas of focus. A key feature of global grants is partnership, between the district or club where the activity is carried out and a district or club in another country. Both sponsors must be qualified before they can submit an application. The minimum budget for a global grant activity is $30,000. The Foundation’s World Fund provides a minimum of $15,000 and maximum of $200,000. Clubs and districts contribute District Designated Funds (DDF) and/or cash contributions that the World Fund matches. DDF is matched at 100% and cash is matched at 50%.

Rotary Club of Bribie Island, D9600 GG 1527246 Example Rotary Club of Bribie Island, D9600 Cervical Cancer Vaccination Program in PNG 28,000 girls Aged 9 -13 38 Schools

Total Project: $329,000 Funding : GG 1527246 Example Sponsor Club: $1,000 (0.3%) Collaborating Clubs: $100,000 (30.5%) Other Districts DDF: $98,000 (29.9%) World Fund match: $129,500 (39.3%) Total Project: $329,000

Entering Foundation Goals

The trouble with not having a goal is that you can spend your whole life running up and down the field and never score.

6 Reasons Why You Need To Set Goals Goals Propel You Forward Goals Transform Insurmountable Mountains Into Walkable Hills Goals Help Us Believe In Ourselves Goals Hold You Accountable For Failure Goals Tell You What You Truly Want Goals Help Us Live Life To The Fullest

Project and Activities Rotary Club Central Three Goal Areas Club Membership Gender Age Service Project and Activities Hours and revenue Foundation Annual Fund Polio Major Gifts

President Secretary Executive Secretary Treasurer Membership Chair Who can enter the Goals? President Secretary Executive Secretary Treasurer Membership Chair Foundation Chair

Your Giving Plan

Charities in Australia have a combined total income of nearly $100b annually

Our Charity Rotary International only has one official charity.. Do you give personally to one of these? Why not give to our own charity?

The average Australian gave $318* to Charity last year. *Source NAB Most Australians give to a Charity. On average they give to at least three charities per year. The average Australian gave $318* to Charity last year. *Source NAB Only 24% of Rotarians gave to our Charity – The Rotary Foundation Giving is tax deductible through: The Australian Rotary Foundation Trust

Personally Contribute Become a Centurion (EREY) Give personally to become a Paul Harris Fellow Become a Paul Harris Society Member Set a goal to become a Major Donor Consider Bequest Society membership Please consider one of your charities?

Suggested Club Business Plan One Paul Harris Society member per Club 100% of all members to be EREY (Centurion) $100 Consider 15% of Club Fund Raising to TRF Apply for a District Grant Commit US$1500 to End Polio Now TRF to be part of every Rotarian’s Charity Giving

My Rotary – Rotary Club Central PP Dave Taylor