1. The Annual Fund
Rotary Zone 30/31 Summer Seminars – Erlanger, Kentucky, July 13/14, 2018
Presenter: Roger D. Sims, ARRFC
Date: July 13, 2018

2. The Annual Fund is the Heart of The Rotary Foundation funding

3. Sources of funding
Individuals
Annual Fund

4. Sources of funding Annual Fund Individuals Direct Contributions
Paul Harris Society
Annual Fund

5. Sources of funding Annual Fund Individuals Direct Contributions
Paul Harris Society
Annual Fund
Clubs

6. Sources of funding Annual Fund Individuals Direct Contributions
Paul Harris Society
Annual Fund
Clubs
Paul Harris Fellowships
Contributions

7. Sources of funding Annual Fund Individuals Direct Contributions
Paul Harris Society
Annual Fund
Clubs
Paul Harris Fellowships
Contributions
Districts

8. Sources of funding Annual Fund Individuals Direct Contributions
Paul Harris Society
Annual Fund
Clubs
Paul Harris Fellowships
Contributions
Districts
Foundation Dinners
Million Dollar Dinners

9. The Annual Fund is the Heart of The Rotary Foundation funding
Chronology of funds donated to the Annual Fund
Year 1 – interest for Rotary Foundation operations
Year 2 – interest for Rotary Foundation operations
½ World
Fund
Annual Fund
Year 3
½ returns to The District

10. The Annual Fund is the Heart of The Rotary Foundation funding
Year 3
½ Global Grants (District Designated Funds)
½ returns to The District
½ District Grants & other Grants

11. The Annual Fund is the Heart of The Rotary Foundation funding
Year 3
Global Grants (DDF)
Polio
½ returns to The District
District Grants
Rotary Youth Exchange
Scholarships

12. The Annual Fund is the Heart of The Rotary Foundation funding
Year 3
Global Grants
$30,000 min. project size
6 Areas of Focus
Starts with a Community Assessment
½ returns to The District

13. The Annual Fund is the Heart of The Rotary Foundation funding
Giving
Chronology
Annual Fund
Global Grants
District Grants

14. Contributions Annual Fund 2018 per capita giving was $116.39
1.1% lower in 2018

15. Annual Fund How can you help? EDUCATE
At every level of “your” Rotary, stress the Annual Fund!
Explain how it is the Heart of funding OUR programs!
MOTIVATE
Be An Inspiration by exemplary personal contributions directly to TRF or through the Paul Harris Society
Encourage or be your Club Foundation Chair!

16. Annual Fund BECOME MORE INVOLVED!
Speak to your Club about the Foundation
Design & apply for a Global Grant
Plan a District Grant for next year
Tell your Rotary story & relate how the Annual Fund helped make it become a reality through its funding mechanisms
Annual Fund

17. Annual Fund FINALLY & MOST IMPORTANTLY!
Be aspirational in your annual fund endeavors
Set goals or have a road map
OR ask those with Annual Fund responsibilities to explain their plans
What are your/their expectations:
Financial goals?
Timelines?
Annual Fund

18. Annual Fund THE EXPECTANCY THEORY OF MOTOVATION SAYS IN SUMMARY:
No or low expectations will produce low or poor results
High expectations have a much greater chance of producing outstanding results
You have Annual Fund results from the last 5 years
Challenge yourself personally & your District to increase your Annual Fund giving 10% this Rotary year over last year!
Be the Inspiration! by being aspirational in your Annual Fund goal setting & practices
Annual Fund

22. Questions?
Thank you for your Service!