1. Lt Governor Presentation
Overview of Foundation and benefits to Clubs and Members
Seek support for Foundation programs and activities
Lt Governor Presentation
Overview of Foundation and benefits to Clubs and Members
Seek support for Foundation programs and activities

2. Key Factors Established by KAD February 2013
Not-for-Profit public ancillary fund for public charitable purposes
Company limited by guarantee
Trust Deed and Constitution registered with ATO and ASIC
ATO endorsed as - Discretionary Investment Trust; ‘Deductible Tax recipient’ (DGR); and Income Tax Exempt Fund
Must meet Australian Charities and Not-for-Profits Commission (ACNC) and ASIC governance requirements
Key Factors
Established by KAD February 2013
Not-for-Profit public ancillary fund for public charitable purposes
Company limited by guarantee
Trust Deed and Constitution registered with ATO and ASIC
ATO endorsed as - Discretionary Investment Trust; ‘Deductible Tax recipient’ (DGR); and Income Tax Exempt Fund
Must meet Australian Charities and Not-for-Profits Commission (ACNC) and ASIC governance requirements

3. Foundation Purposes
Provide or apply money or benefits to KAD or Foundation approved Eligible Projects for Eligible Entities where:
Eligible Projects – are consistent with Kiwanis International Objects and approved by KAD Board
Eligible Entities – are charitable at law and an ATO approved tax ‘Deductible Gift Recipient’ operating in Australia
Foundation Purposes
Provide or apply money or benefits to KAD or Foundation approved Eligible Projects for Eligible Entities where:
Eligible Projects – are consistent with Kiwanis International Objects and approved by KAD Board
Eligible Entities – are charitable at law and an ATO approved tax ‘Deductible Gift Recipient’ operating in Australia

4. Governance
operates as a company alongside KAD with five Directors (all active Kiwanians who satisfy ATO requirements)
Foundation receives donations in two bank accounts:
Eligible Projects Fund - Club donations
Gift Fund - tax deductible public, corporate and individual Kiwanis member donations
statutory reporting requirements (ATO, ASIC, ACNC) and two-way liaison with KAD
100% value of donations as all administrative expenses met by KAD
Governance
five Directors (all active Kiwanians who satisfy ATO requirements)
Foundation receives donations in two bank accounts:
Eligible Projects Fund - Club donations
Gift Fund - tax deductible public, corporate and individual Kiwanis member donations
statutory reporting requirements (ATO, ASIC, ACNC) and two-way liaison with KAD
100% value of donations as all administrative expenses met by KAD

5. 2015/16 involves investment earnings from various programs including:
Fund Raising
2015/16 involves investment earnings from various programs including:
KAD $10,000 grant
Voluntary Annual Club Gift Program
4 KAD Approved Recognition Programs (implementation progressing)
Club and member, public and corporate donations
Bequests
Where funds held in perpetuity and Investment only earnings used for future grant making purposes
Fund Raising
2015/16 involves investment earnings from various programs including:
KAD $10,000 grant
Voluntary Annual Club Gift Program
KAD Approved Recognition Programs (implementation progressing)
Club and member, public and corporate donations
Bequests
Where funds held in perpetuity and Investment only earnings used for future grant making purposes

6. Eligible Projects and Eligible Entities Past and Present
Entity
HeartKids ‘Grants-in-Aid’
HeartKids Australia
MNT (Member and Public donations)
UNICEF Australia
Vanuatu Cyclone Pam Appeal (2015)
NSW Bushfire Appeal (2013)
Salvation Army
Typhoon Haiyan Appeal (2013)
Queensland Floods Appeal (2011)
Qld Premier Disaster Relief
Victorian Bushfires Appeal (2009)
Various
Asian Tsunami (2005)
World Vision Australia
Eligible Projects and Eligible Entities Past and Present
Project Entity
HeartKids ‘Grants-in-Aid’ HeartKids Australia
MNT (Member and Public donations) UNICEF Australia
Vanuatu Cyclone Pam Appeal (2015) UNICEF Australia
NSW Bushfire Appeal (2013) Salvation Army
Typhoon Haiyan Appeal (2013) UNICEF Australia
Queensland Floods Appeal (2011) Qld Premier Disaster Relief
Victorian Bushfires Appeal (2009) Various
Asian Tsunami (2005) World Vision Australia

7. Benefits to Clubs
Potential to assist Clubs’ fund raising from individual Club members, public and corporate for both current and future new Eligible Projects for Eligible Entities developed by Clubs where:
Projects are consistent with Kiwanis International Objects and approved by KAD
Entities – are charitable at law and an ATO approved tax ‘Deductible Gift Recipient’ operating in Australia
Approved projects attract income tax deductions - assists to:
Benefits to Clubs
Potential to assist Clubs’ fund raising from individual Club members, public and corporate for both current and future new Eligible Projects for Eligible Entities developed by Clubs where:
Projects are consistent with Kiwanis International Objects and approved by KAD
Entities – are charitable at law and an ATO approved tax ‘Deductible Gift Recipient’ operating in Australia
Approved projects attract income tax deductions - assists to:

8. Benefits to Clubs
Increase awareness of Kiwanis in your local community and service projects
May offer opportunities for membership growth
Promote belonging to reputable global organisation of volunteers supporting national and local programs
Source external funding for approved new projects
Increase publicity of new Club projects in ‘Australian Kiwanian’ – sharing your experiences with other Kiwanians and the public
Offer ‘point of reference’ benefits to social media users to prospective donors – such as Mothers’ Day MNT Appeal
Benefits to Clubs (cont)
Increase awareness of Kiwanis in your local community and service projects
Offer opportunities for membership growth – either full membership or as a ‘Friend of Kiwanis Australia’
Promote belonging to reputable global organisation of volunteers supporting national and local programs
Source external funding for approved new projects
Increase publicity of new Club projects in ‘Australian Kiwanian’ – sharing your experiences with other Kiwanians and the public
Offer ‘point of reference’ benefits to social media users to prospective donors – such as Mothers’ Day MNT Appeal

9. Foundation Assistance to Clubs
assist Club verify that new Eligible Project satisfies statutory and KAD requirements
receive project donations from Club or donors and issue receipts to all donors
record donations for each approved Club project in Foundation accounts
release accumulated funds to the approved recipient in accordance with Club requirements
make future Grants to Clubs for agreed Projects
Foundation Assistance to Clubs
assist Club verify that new Eligible Project satisfies statutory and KAD requirements
receive project donations from Club or donors and issue receipts to all donors
record donations for each approved Club project in Foundation accounts
release accumulated funds to the approved recipient in accordance with Club requirements
make future Grants to Clubs for agreed Projects

10. Club Assistance to Foundation
Continue to provide ongoing donations for the HeartKids ‘Grants-in-Aid’ program
Make voluntary Annual Club gift to the Foundation for investment purposes only
Support District’s new Recognition Programs
Club Assistance to Foundation
Continue to provide ongoing donations for the HeartKids ‘Grants-in-Aid’ program
Make voluntary Annual Club gift to the Foundation for investment purposes only
Support District’s new Recognition Programs

11. Voluntary Annual Club Gift Program
District Convention delegates (2014 & 2015) supported this program (based on $10 per member) where:
Gift funds would be invested and held in perpetuity and Investment earnings used for future Foundation grant making
District supports and recommends this program to Clubs and members
Will your Clubs support the Australian Kiwanis Foundation by making a voluntary Annual Gift?
Voluntary Annual Club Gift Program
District Convention delegates (2014 & 2015) supported this program (based on $10 per member) where:
Gift funds would be invested and held in perpetuity and Investment earnings used for future Foundation grant making
District supports and recommends this program to Clubs and members
Will your Clubs support the Australian Kiwanis Foundation by making a voluntary Annual Gift?

12. ‘Kiwanis Australia Foundation Fellowship’ ‘
New District Recognition Program
Appreciation by Kiwanis Clubs and members to non-Kiwanis individuals, corporations or businesses who support Club’s activities
Recipient receives Certificate of recognition
Donation to Foundation - $200
Funds held for investment for grants
Details in brochure
Friend of Kiwanis Australia
New District Recognition Program
Appreciation to past Kiwanis members or other individuals & organisations who support Kiwanis community activities
Donation to Foundation - $200
Funds held for investment for grants
Details in brochure

13. ‘Memorial Fellowship’
New District Recognition Program
A Way to Say, ‘We’ll Always Remember …..’ a deceased Kiwanian
Donations to Foundation -
Club Donor - minimum $250
Other donors - discretionary amount
Funds held for investment for grants
Details in brochure
Memorial Fellowship
New District Recognition Program
A Way to Say, ‘We’ll Always Remember …..’ a deceased Kiwanian
Donations to Foundation -
Club Donor - minimum $250
Other donors - discretionary amount
Funds held for investment for grants
Details in brochure

14. Do you have any questions?
Question Time
Do you have any questions?
Question Time
Do you have any questions?