1. THE ROTARY FOUNDATION
Throughout this presentation, we will be reviewing the mission of The Rotary Foundation, its programs, and how you can help. We titled our presentation Our world --- not as it is, but what it could be -- because we feel it best depicts the driving force behind each Rotarian’s pursuit to make a difference….for you to Make Dreams Real…

2. The Rotary Foundation Mission
To enable Rotarians
to advance world understanding,
goodwill and peace
through the improvement of health,
the support of education,
and the alleviation of poverty.
(Speaker’s note: read slide)
We implement our mission through programs in three key areas:
-Humanitarian Grants
-Educational Programs
-Polio Plus
By understanding these programs, and getting involved, you can better educate your membership to do the same.
Success will mean more excitement in recruiting new members and retaining them! It’s easy to share your enthusiasm when you get involved!

3. Your contributions help fund local and international service projects!
Humanitarian Grants*
Matching Grants
District Simplified Grants
3-H Grants
The Humanitarian Grants Program of The Rotary Foundation provides grants to Rotary clubs and districts to implement humanitarian projects. There are several grant types that address different service needs and funding options.
Matching Grants support humanitarian projects that benefit a community in need and have direct local and international Rotarian involvement. Contributions are matched by The Rotary Foundation. The Rotary Foundation provides a 1:1 match for District Designated Funds (or SHARE) contributions and a 0.5:1 match for new cash contributions for Matching Grants.
District Simplified Grants (DSGs) are a tool for Rotary Districts to support short-term, humanitarian projects that benefit our local or international communities as determined by the clubs of the district. Districts can request up to 20 percent of District Designated Funds (DDF) for a grant to support multiple projects internationally or locally.
Health, Hunger, and Humanity (3H Grants) are awarded to fund long-term, sustainable and grassroots development projects that are too large for one club or district to implement on their own.
(Speaker’s Note: Optional) The image depicted here shows women in line preparing to harvest water from a new well which was built as part of a 3-H Grant in India sponsored by Kolkota Rotary Club and the Rotary Club of Medicine Hat, Canada.
Can you give an example of a Humanitarian Grant project in which your club participated?
Your contributions help fund local and international service projects!
*not applicable to FV Pilot Districts

4. Educational Programs*
Ambassadorial Scholarships
Group Study Exchange
Rotary Centers
The Ambassadorial Scholarships Program. has funded nearly 37,000 men and women from 100 nations to study abroad since 1947 We are one of the world's largest privately funded international scholarship programs.
Group Study Exchange is a unique cultural and vocational exchange opportunity for young business and professional men and women between the ages of 25 and 40 and in the early years of their professional lives. For four to six weeks, team members experience the host country's institutions and ways of life, observe their own vocations as practiced abroad, develop personal and professional relationships, and exchange ideas.
Rotary Centers for International Studies in peace and conflict resolution allows for up to 60 fellows to study at one of the six Rotary Centers worldwide. The selected Rotary World Peace Fellows gain a master's degree in conflict resolution, peace studies, and international relations. The Peace and Conflict studies program at Chulalongkorn University, Bangkok, Thailand, now a part of the Rotary Centers. This three-month professional development certificate program began in 2006 and provides opportunities for professionals working in fields associated with peace and conflict resolution to develop their skills.
(Speaker’s Note: Optional)
This photo depicts Josephus Tenga is a shining example of the Rotary Centers program’s success. A citizen of Sierra Leone, Josephus studied at Duke University in He is currently the assistant director of the Peace and Conflict Resolution Program at The Jimmy Carter Presidential Center in Atlanta, GA, USA. He focuses on developing Carter Center programs in peace and conflict resolution in West Africa. His efforts include meeting with government ministers and officials and program partners in Cote d’Ivoire and Liberia to develop a new program on pre-and post-elections dispute resolution. He is also developing a new program for extending the rule of law in Sierra Leone in order to strengthen the government’s ability to maintain peace and stability in that post-war country.
(Speaker’s note: optional)
Talk about a GSE team or recent scholar sponsored by the club.
*not applicable to FV Pilot Districts

5. Rotary’s US $200 Million Challenge
Polio Facts in 2009:
dropped by 28 percent to 284 cases as of 8 September, compared with 397 cases over the same period a year ago
Monthly immunization campaigns in the highest-risk areas have reduced wild poliovirus type 1 -- the more dangerous of the two remaining strains -- to record lows.
In Nigeria, the incidence of polio has decreased by 41 percent to 379 cases, from 646 cases a year ago
Worldwide, the number of polio cases has dropped from more than 350,000 in 1988, when the GPEI began, to 1,651 in 2008.

6. The Annual Programs Fund For Support Today (our checkbook)
Two Needs, Two Ways
The Annual Programs Fund
For Support Today (our checkbook)
The Permanent
Fund
To Secure Tomorrow
(our savings account
& estate plans)
Contributions from individual Rotarians around the world support Foundation projects.
Two Needs, Two Ways of Giving expresses the need to support the Foundation programs today and in the future: the Annual Programs Fund for support today and the Permanent Fund to save for the future.

7. Annual Programs Fund (APF)
The Annual Programs Fund addresses the need to support the day-to-day functioning of the wide range of educational and humanitarian programs.
The Annual Programs Fund addresses the need to support the day-to-day functioning of the wide range of programs.
What does Every Rotarian, Every Year (EREY) mean?
It means encouraging all of our members to get involved in a club or district project.
It means supporting The Rotary Foundation with a minimum $100 contribution to the Annual Programs Fund…every year.
It means you becoming a Rotary Foundation Sustaining Member.
It means our collective commitment to help make our world better.
As a reminder, all contributions to the Annual Programs Fund are eligible toward Rotary Foundation Sustaining Member, Paul Harris Fellow, Multiple Paul Harris Fellow, your district’s Paul Harris Society and Major Donor recognition.
Annual gifts of $100 or more
Eligible for SHARE – DDF
Eligible for Sustaining Member, Paul Harris Fellow, Paul Harris Society and Major Donor recognition

8. Understanding APF/Share*
2006
2007
2007
2008
2008
2009
2009
2010
2010
2011
2012
2013
2013
2014
50% World Fund
50% District Designated Funds (DDF)
Fifty percent (50%) of all contributions come back to our district through District Designated Funds (DDF) in three years to spend on educational and humanitarian programs chosen by us; even grants that may be used for projects in our local community. Through the SHARE system, our contributions to the Foundation help both the locally and globally.
Here’s an example:
Year 1: Our district raised $100,000 in
Year 2: $50,000 is available in DDF for programs we select.
Year 3: Spending takes place in
So Contributions made in become available in
Programs funded through District Designated Funds include: Matching Grants; District Simplified Grants; Ambassadorial Scholars; Rotary Centers for Int’l Studies; additional Group Study Exchanges, etc.
The other 50% goes to the World Fund and is used to fund other Foundation programs in which we can participate, such as GSE and Matching Grants. (Each district receives one GSE that is funded from the World Fund.)
The Rotary Foundation provides a 1:1 match for District Designated Funds (or SHARE) contributions and a 0.5:1 match for new cash contributions for Matching Grants. And, districts can request up to 20 percent of District Designated Funds (DDF) for a grant to support multiple projects locally or internationally.
Please note that distribution of funds will differ for districts participating in the Future Visions Pilot Program.
Matching Grants
Group Study Exchange (GSE)
Health, Hunger and Humanity Grants (3-H)
Rotary Centers for International Studies
District Simplified Grants
Matching Grants
Ambassadorial Scholarships
Additional GSE Team
Rotary Centers for International Studies
PolioPlus
*Earnings Pay TRF Administrative Expenses. Chart not applicable to FV Pilot Districts

9. Permanent Fund Outright Gifts (Cash, Securities, Real Estate…)
Bequests (Benefactor & Bequest Society)
Endowments
Life Income Agreements
Donor Advised Funds
While contributions to the Annual Programs Fund provide the necessary funding to operate TRF’s current programs, gifts to the Permanent Fund ensure TRF’s ability to address the world’s greatest needs for generations to come.
How does the Permanent Fund differ from the Annual Programs Fund?
Gifts to the Permanent Fund are held in perpetuity as part of an endowment. These gifts are professionally invested and only a portion of the Permanent Fund earnings are spent each year on programs. The remaining earnings are used to build the corpus.
A Bequest is created when someone includes The Rotary Foundation in their will or estate plan. A Benefactor is an individual or couple who has made a provision in their estate plan to gift a minimum $1,000 to The Rotary Foundation or has made a $1000 outright contribution to the PF. A Bequest Society member is an individual or couple that has made a provision in their estate plan to gift a minimum $10,000 to The Rotary Foundation.
An Endowment can be created to support a specific program, and requires a gift of at least $25,000.
A Life Income Agreement enables donors to receive income for life from their charitable gift. Rotary Foundation staff members can assist you with these types of gifts: including Charitable Gift Annuities, Charitable Remainder Trusts and Pooled Income Funds.
A Donor Advised Fund is essentially a charitable investment & account, allowing an individual or group (such as your Rotary Club) manage all of your charitable interests without the hassles and paperwork of operating your own Foundation.
How can we encourage our members to make these gifts? GOAL SETTING…

10. Tips Lead by example Get members involved in TRF programs
Encourage Recurring Giving
Feature TRF speakers
Mix fellowship with fundraising
Express appreciation
Here are some useful tips to help with your fundraising:
Lead by example.
Regularly feature the educational and humanitarian programs that will be supported by your club and your district during club meetings. Club members want to know how their contributions are making a difference.
Consider setting up an automatic plan for supporting The Rotary Foundation, such as TRF-DIRECT or quarterly invoicing along with your dues.
Remember to regularly host programs featuring former Ambassadorial Scholars, GSE participants and others who have benefited from Rotary.
Mix fellowship with your fundraising to make it fun.
Show appreciation to those who are helping to “Make Dreams Real.”

11. Resources http://shop.rotary.org
Be sure and use all the resources The Rotary Foundation makes available – brochures, videos, and posters. On the Rotary website, you can find even more helpful information including a special section devoted to Every Rotarian, Every Year.
It includes PowerPoint presentations that can be used to keep your members educated about the Foundation, Success Strategies for raising funds, and Rotary Foundation Thoughts, which are one minute reminders of how Rotarians are making a difference.

12. Rotary’s website is one-stop resource for more detailed information about Foundation’s programs, forms you’ll need, updates on your club’s fundraising activity, and overall news about Rotary. Just type in rotary.org and you’re there.
This is a snapshot a Rotary screen. If you want specific information -- click on About Us -- where the first arrow is pointing.
By logging onto Rotary’s website, you can also access the Business Portal, where you can make an online contribution, access your personal contribution history, manage subscriptions, and check the status of your Paul Harris Fellow recognition. To get this information, click on Members, where the second arrow is pointing. Enter a valid address and contact information, validate the address and create a password to register.
To conduct a search – type in the white field – where the third arrow is pointing.
To order supplies, brochures and videos – click on Shop – where the fourth arrow is pointing.
Monthly Contribution Reports and Club Recognition Summaries can be easily accessed online by the following individuals: District Governors, District Governors-elect, District Foundation Chairs, Annual Giving Subcommittee Chairs, Club Presidents, and Club Secretaries.
If you are not familiar with Rotary’s website, I urge you to log on today. You will be pleasantly surprised at the wealth of information and resources that are just a click away!

13. Our world --- not as it is, but as it could be…
Earlier, I asked you to consider what the world could be – and how Rotarians can make a difference now and in the future. Please take a moment to think about how you want to make a difference.
We have reviewed the mission of The Rotary Foundation, its programs, and how you can help. We titled our presentation Our world --- not as it is, but what it could be -- because we feel it best depicts the driving force behind each Rotarian’s pursuit to make a difference….and hold the future in their hands!