Welcome Phones to silent or off please. Welcome questions but may have to defer to research.

Our Rotary Foundation Fundraising District 9780 District Paul Harris Society Chair – PP Peter Simons – Portland Rotary Club Inc. GRANTS SEMINAIR February 2019 This copy is made freely available for D9780 use. It is not to be modified or edited without permission.

Rotary Foundation Motto & Mission “Doing Good in the World” To enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty - Endorsed by 2007 Council on Legislation

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

What funds our Rotary programs? Funding of Rotary programs comes from Foundation funds. First we have to define: District Designated Fund - DDF DDF are contributions returned to our district from Rotary International after 3 years and managed by the District Governor Anthony and District Foundation Chairperson Ken. In our district the DDF finances: District Grants (up to 50% of DDF) Remainder used for Global Grants, district programs and as required emergency relief funding, education, floods, fires, etc.

Individual funds of Our Rotary Foundation The Annual (share) Fund: Contributions invested for 3 years. 50% of funds are returned to us as DDF. The Polio Plus Fund. Contributions immediately directed to Polio eradication programs. Endowment Fund. Contributions are invested in perpetuity. Other Funds. Includes Grant funds where funds are directed to specific approved programs as well as Peace Scholars, Royce Abbey Award, etc. The Annual Fund: Contributions invested for 3 years. 50% of the contributed funds are returned to its district of origin as District Designated Funds – DDF after 3 years. Remainder goes to Rotary World Fund.

How well did D9780 support our Rotary Foundation? AUD USD exchange rate declined in the 17-18 year which impacted on contribution conversions. All contributions to all Foundation Funds were down compared to the previous Century of Foundation year contributions District 9780 Annual Fund for the 17/18 year contributions were down. As a result in 3 years (20/21) the DDF available to our district will be US$89,960. This will be US$24,894 DDF less than previous 19/20 year DDF. The Annual Fund: Contributions invested for 3 years. 50% of the contributed funds are returned to its district of origin as District Designated Funds – DDF after 3 years. Remainder goes to Rotary World Fund.

How well did D9780 support our Rotary Foundation? The following two graphs give a comparison between D9780 Foundation contributions in USD for the 16-17 year and the 17-18 year. Note: Contributions for 16-17 year were exceptional for the Century of Foundation. The Annual Fund: Contributions invested for 3 years. 50% of the contributed funds are returned to its district of origin as District Designated Funds – DDF after 3 years. Remainder goes to Rotary World Fund.

D9780 16-17 Year Foundation Contributions. +14.9% +47.6% +190.7% +2536% +33.4% AU $481,259

D9780 17-18 YEAR Foundation Contributions. -21.5% -6.1% -40.5% -95.4% -22.8%

How well did D9780 support our Rotary Foundation? In the Century of Foundation year 41% of D9780 Rotarians directly contributed to the Foundation compared to only 37% last year. This was disappointing.

District 9780 statistics for 17-18 year In the 16/17 Centenary of Foundation year, District 9780 Rotarians contributed US$ 129.65 per capita. . Last year D9780 Rotarians contribution per capita was US$103.94, down US$25.71

How well did D9780 support our Rotary Foundation in 2017 18 Year? Overall, not so good… ▼ 9 clubs made no contribution to Annual (share) Fund compared to 1 in 16-17 year. ▲ 10 clubs made no contribution to the Polio Fund compared to 17 clubs in 16-17 year. 16-17 Year figures 6 clubs did not contribute to our Annual Fund. 8 clubs did not contribute to the Polio Fund. 1 club did not contribute to any Foundation fund ▼ 6 clubs made no contribution to any Foundation fund compared to 1 in 16-17 year.

D9780 Contributions by Fund by Month 2017-18

Issues identified by RISPO (Parramatta) Polio Getting Clubs to commit the US$1,500 each year EREY - engagement Low levels of participation in Australia and New Zealand EREY v Centurion and reporting Goal setting Major Issue to be addressed Australia 29.9% of clubs in Australia set a Foundation Goal New Zealand 49.2% Philippines & Indonesia 60.1% Foundation & International Service Blurring and crossover as to who does what

ROTARY’S NUMBER ONE PRIORITY: POLIO ERADICATION Poliomyelitis (polio) is a crippling and potentially fatal disease that still threatens children in parts of the world. The poliovirus invades the nervous system and can cause total paralysis in a matter of hours. It can strike at any age but mainly affects children under five. Rotary has immunized more than 2 billion children while investing countless volunteer hours and more than US $2 billion.

Polio eradication update 2017 there were 22* reported wild Polio cases. 2018 there were 29* reported wild Polio cases globally. WHO HQ January 2nd 2019 http://polioeradication.org/wp-content/uploads/2019/01/global-wild-poliovirus-2013-2018-20190102.pdf 2019 as of Feb 8th 2 reported cases WE ARE SO CLOSE… The Annual Fund: Contributions invested for 3 years. 50% of the contributed funds are returned to its district of origin as District Designated Funds – DDF after 3 years. Remainder goes to Rotary World Fund.

Polio eradication update Where do we still have Wild Polio? Afghanistan, Pakistan, and Nigeria (hopefully again Polio free by end of 2019). WE ARE SO CLOSE… The Annual Fund: Contributions invested for 3 years. 50% of the contributed funds are returned to its district of origin as District Designated Funds – DDF after 3 years. Remainder goes to Rotary World Fund.

Polio eradication update Polio symptoms that can occur from mutations in the vaccinated community; cVDPV cases. 2018: 109 reported from various locations where mass vaccinations had occurred where is a lack of herd immunity. Changes in vaccine type should reduce this occurrence. 2019: so far as of Feb 8th, zero reported cases. Since 2000, more than 10 billion doses of OPV have been administered to nearly 3 billion children worldwide. As a result, more than 13 million cases of polio have been prevented, and the disease has been reduced by more than 99%. During that time, cVDPV outbreaks occurred in 21 countries, resulting in fewer than 760 cases. https://www.who.int/features/qa/64/en/ The Annual Fund: Contributions invested for 3 years. 50% of the contributed funds are returned to its district of origin as District Designated Funds – DDF after 3 years. Remainder goes to Rotary World Fund.

Rotary Foundation & PHF History At the 1917 convention, outgoing RI President Arch C. Klumph proposed to set up an endowment fund. In 1928, it was renamed The Rotary Foundation. The Paul Harris Fellowship – PHF PHF recognition started in 1957 as fund raiser. Is the recognition of a contribution of US$1000 to the Rotary Foundation in the name of an individual. Up to 1963 only Rotarians could only obtain a PHF by purchasing the recognition. In 1964 the PHF was amended to allow PHF to be purchased in another's name. At the 1917 convention, outgoing RI President Arch C. Klumph proposed to set up an endowment “for the purpose of doing good in the world.” In 1928, it was renamed The Rotary Foundation. The Paul Harris Fellowship – PHF PHF recognition started in 1957 The recognition of a contribution of USD1000 to the Rotary Foundation in the name of an individual. Up to1963 the only way any Rotarian could obtain a PHF was to purchase it for USD1000. In 1964 the PHF was amended to allow PHF to be purchased in another's name.

What about ME…. How do I help our Rotary Charity, the Rotary Foundation as an individual or as Rotarian? How to help ‘Do good in the world?’ The Annual Fund: Contributions invested for 3 years. 50% of the contributed funds are returned to its district of origin as District Designated Funds – DDF after 3 years. Remainder goes to Rotary World Fund.

How do I contribute to our foundation? Make individual contribution to Annual or Polio Fund Become a Centurion. Become a Sustaining Member Become a Paul Harris Fellow (PHF) or multiple PHF Join the Paul Harris Society Become a Benefactor. Make provision in your estate to give to our Foundation. All contributions of $2 or more to The Australian Rotary Foundation Trust are Tax Deductable in Australia.

How do I contribute to our foundation? Contribution using Social Media and third party collection agencies are still a bit of a shot in the dark. We assume funds to get to RI some time later. There can be issues with tax deductibility in AU as funds go direct to RI, not necessary via Australian Trust. Some receipts state they are not a tax receipt. You contribution not linked to your Rotary ID so contributions may not accrue PHF recognition points. No way for RI or Parramatta to track your contribution or to fix any records including tax receipt.

Every Rotarian Every Year EREY. >USD25 per year to our foundation. Also with present exchange rate you automatically become a Centurion.

The Centurion Program Personal Engagement with The Rotary Foundation Commit AU$100 per year to Annual Fund, about $2 week. The Centurion Program Centurion program is managed by our district, not Parramatta. All Centurions contributions need to be processed by the District 9780 Fund Raising Chairperson.

A Sustaining Member contributes USD 100 / year to our foundation. Also with present exchange rate you automatically become a Centurion.

Annual contribution of USD 1000 to our Foundation. Paul Harris Society. Annual contribution of USD 1000 to our Foundation. Requires an annual contribution of USD1000 per year to our foundation. Receive a framed certificate and a chevron for you Rotary badge.

At USD2000 or multiples of, you become a multiple PHF. Paul Harris Fellow. Once your individual contributions have accumulated to USD 1000 you automatically become a PHF. At USD2000 or multiples of, you become a multiple PHF. This allows you to recognise others with a PHF. Once you contributions have accumulated to USD 1000 you can become a PHF. When you reach your next USD 1000 you then become a multiple PHF and receive a new bad to recognise you multiple PHF status.

Paul Harris Fellow. At USD1000 you will automatically get sent you PHF badge (or multiple recognition badge) If you want the PHF Certificate and Medallion you need to order it from Parramatta using 102en form and costs US$15 including postage. Once you contributions have accumulated to USD 1000 you can become a PHF. When you reach your next USD 1000 you then become a multiple PHF and receive a new bad to recognise you multiple PHF status.

Be a part of a winning team to support our Foundation? Bill Gates gives to The Rotary Foundation Be a part of a winning team to support our Foundation? So we can do good in the world

Things I am asked about? Are D9780 Rotarians sent a reminder for Centurion, Sustaining, or PHS contributions? Yes, every Rotarian will receive a contribution reminder via their club Foundation person or secretary. PHS reminders come from Parramatta. Can Rotarians use EFT for contributions to Foundation? Parramatta prefer contributions via Cheque, Credit Card or Direct Debit. Why send contributions via district fundraising chair? Centurion program is managed by District, not Parramatta. To verify contribution has documentation work and information. How do I get my RF contribution receipt after I contribute? Receipts are posted or emailed using your contact details in the RI data base. Where do I send contributions or get forms for contributions? Mailing details are on all the various contribution forms that are down loadable from the D9780 Website.

Interesting observations in Rotary AU/NZ? The PHF is not an award for Rotarians or other individuals. The PHF is the recognition of a contribution of USD1000 to TRF in the name of an individual. Unfortunately previous use as an award stifles individuals in some clubs from contributing to our Rotary Foundation directly. Rotary / Rotarian Awards are: Avenues of Service Award, Club Builder Award Foundation Distinguished Service Award Service Above Self Award https://www.rotary.org/myrotary/en/learning-reference/learn-topic/awards Many Rotarians who have been presented a PHF by their club do not directly contribute to the Rotary Foundation afterwards.

How does club or individual contribute? Collect $2 or 2.50 / week via meal fee and then forward with form to District Fund Raising Chair before end of club year. Contribute USD1000 and become a PHF or multiple PHF Rotarian. Become a PHS member. Run event for The Rotary Foundation and get media involved. Contribution forms are down loadable from the district web site: http://www.rotary9780.org/SitePage/rotary-foundation Please send contributions by mid June to District Fundraising so are accrued in the current club year.

Key Points to take away: Clubs please set Annual and Polio contribution goal for club year. It helps with district budgeting and is non binding. PHF IS NOT AN AWARD, only the recognition of a contribution to our Foundation. Ensure all members details are correct in district web site data base, details will ripple through to RI. Be wary of using social media and / or third party collectors if require AU tax receipt or PHF recognition points. Cannot be fixed later… Please consider sending Centurion contributions in Foundation Month (November) and other contributions to district chair PP Val McGlashan by mid June to ensure they are accrued in the current club year.

Where is your Rotary ‘details’ located? Unfortunately all not in one place…! There are three main locations: District member data base in Club Runner ‘Member Profile’. Rotary International web site in ‘My Rotary’ RDU data base. The above locations are not all synchronised!

 IMPORTANT Rotarian details entered into District Member page is the primary location for District 9780 Rotarians. How do I check my details or how does a club update Rotarian, club or office bearer details, etc? i.e. adding your club Rotary Foundation person.  

PP Val McGlashan. Rotary Club of Naracoorte: SA Question for you. Who is district 9780 District Foundation Fund Raising Chair?   PP Val McGlashan. Rotary Club of Naracoorte: SA  

Google Chrome works from my experience seamlessly for all the sites.   District 9780 has a club and member database is in club runner; http://rotary9780.org/ Club office bearers, Rotarian and other honorary members details are kept here as well. Exceptions to above::: Other than Rotary Club of Mortlake Inc. who has turned off this option in D9780 clubrunner, or if individual Rotarian Family Name and / or RI ID Number are not identical in both databases.

 Yes, where do you find D9780 contribution forms? http://foundationgiving.rotary9780.org/

QUESTIONS?