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

2. Leaving a Rotary Legacy

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

4. 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.

5. 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.

6. 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

7. 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

8. 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

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

10. 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

11. 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

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

13. 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

14. 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

15. 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.

16. Planned Giving Website
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.

17. 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

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

19. PRESIDENT ELECT TRAINING SEMINAR 2017-18

20. 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.

21. 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.

22. 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.

23. 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

24. 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

25. 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

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

27. 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

28. 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.

29. 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.

30. 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.

31. 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 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

32. 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.

33. 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%.

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

35. 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

36. Entering Foundation Goals

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

38. 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

39. 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

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

41. Your Giving Plan

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

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

44. 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

45. 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?

46. 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

48. My Rotary – Rotary Club Central
PP Dave Taylor