Supporting our Foundation Elizabeth Lamberti Fund Development Advisor Rotary International Europe-Africa Office

TITLE | Rotary Foundation Goals Trustee Chair John Kenny asks us to: Support Rotary’s own and only charity The Rotary Foundation through our continued giving.

TITLE | 3 RY14 - RECORD YEAR

TITLE | 4 Annual Fund: $117 million Total worldwide contributions last Rotary Year: $263.8 million Fundraising Successes from

TITLE | 5 Global Grants: 868 awarded, total of $47.3M (includes World Fund and DDF) 85% approval rate for GG District Grants: 488 awarded, total of $23.5M Rotary Grants

TITLE | 6 AVERAGE AWARD AMOUNT PER GRANT TYPE:

TITLE | 7 RY15 TRF GRANTS ACTIVITY 10% 86%

TITLE | 8 PolioPlus Grants: 68 awarded, total of $128.9 Million -430 million children received polio vaccine -403 cases of polio worldwide Rotary Peace Centers: -106 Peace Fellows studying in 6 centers -$5.3 M provided in fellowships and support Rotary Grants

TITLE | 9 EVERY ROTARIAN, EVERY YEAR 100% Member Participation

TITLE | 10 HOW WE FUND PROGRAMS The Annual Fund-SHARE System 50% World Fund 50% District Designated Fund (DDF)

TITLE | 11 Paul Harris Society US $1,000 per year to Annual Fund, PolioPlus or an approved global grant Through Rotary Direct, make monthly or quarterly installments Receive recognition immediately at time of making the commitment

TITLE | 12 Major Gifts to The Rotary Foundation

TITLE | 13 Major Gifts TRF received 985 major gifts in ($10,000 or more) Total value of US $132.2 million Many major gifts are from realized bequest commitments Major Gifts and Rotary’s Endowment

TITLE | 14 Personal outright or cumulative gifts of $10,000+ Cash, bequests, real estate, or securities Major Gifts and Major Donor Recognition

TITLE | 15 Bequests 698 new commitments in Total value of US $45 million Average commitment size of $76,000 Major Gifts and Rotary’s Endowment

TITLE | 16 Bequests Bequests provide for The Rotary Foundation in the future, in perpetuity Easy to make a provision in your will or estate plan Talk to your financial advisor, lawyer or Notary We have sample legal language Gaining popularity in Europe

TITLE | 17 Provision in estate plan totaling $10,000+ Examples: will, testament, life insurance policy Commitments and Bequest Society Recognition

TITLE | 18 Rotary’s Endowment Fund Formerly known as the Permanent Fund Gifts can be made today, or in the future (Bequest) Gifts are invested and spendable earnings directed to programs

TITLE | 19 Endowment Fund Growth

TITLE | 20 Rotary’s Endowment Fund In , about $10M was spent for program awards and operations Over the last 10 years, $54.7M has been spent to fund programs designed and implemented by Rotarians

TITLE | 21 How can I cultivate a culture of giving in my district? Supporting The Rotary Foundation

TITLE | 22 TOP 10 GIVING COUNTRIES in RY14

TITLE | 23 Top 30 Giving Countries: Rotary vs. World Giving Index CountryRotary GivingWorld Giving Index USA11 JAPAN290 INDIA369 KOREA460 ITALY679 GERMANY828 UK117 FRANCE1290 SWITZERLAND17N/A BELGIUM1952 NETHERLANDS2012 SWEDEN2312 DENMARK2618 NORWAY27N/A FINLANDN/A25 Copyright Charities Giving Aid 2014

TITLE | 24 We are all fundraisers! A fundraiser’s role is to…  Be a liaison between donors and the organization  Identify donors’ interests and passions  Determine ability and inclination to make a gift  Be a matchmaker and answer questions and concerns

TITLE | 25 1.Ask the right questions 2.Listen to the answer 3.Connect with someone who can follow up Be the eyes and ears of Rotary

TITLE | 26 District Rotary Foundation Chair (Pentti Aspila, Tuomo Tuuri, Niko Niemi, Leila Risteli, Harry Hedman, Aarno Kari, Solveig Nilsson) Regional Rotary Foundation Coordinator (Virpi Honkala, ARRFC Erkki Pasanen) Endowment/Major Gift Advisor (Matti Honkala) Europe-Africa Foundation staff (Espen Malmberg and Elizabeth Lamberti) Connect and follow up

TITLE | 27 Be the eyes and ears of Rotary 1.Ask 2.Listen 3.Connect How Can I Help?

Kiitos – Tack – Thank you