1. T HE R OTARY F OUNDATION D5000 District Assemblies 2013-2014

2. W HAT I S Y OUR C LUB ’ S V IEW OF THE R OTARY F OUNDATION ?  Wide Difference within D5000  Some clubs … $500+ per capita  Other clubs … < $40 per capita  Some Views …  “The money goes somewhere else!”  “ Polio - aren’t we done yet?”  “ The Foundation is overwhelming!”

3. Some Positive Our club supports and gives generously Giving to TRF is a big part of our culture Some Negative We HATE asking for money! Don’t see the real benefit Would rather support other charities M ANY V IEWS …

4. Some Positive Our club supports and gives generously Giving to TRF is a big part of our culture Some Negative We HATE asking for money! Don’t see the real benefit Would rather support other charities O UR G OAL … Move to here

5. Rotary Foundation IsUnique Rotary Foundation Is Unique Unlike Any Other Charity Run by the volunteers who donate Addresses greatest needs Non-religious, political, governmental People-to-people contacts Without the Foundation, Rotary is a “Breakfast/Lunch/Dinner” Club

6. Rotary Foundation IsUnique Rotary Foundation Is Unique Typical Charitable Organization $1,000 Donor FundraisingManagement $840 to Projects $60$100 Source: Forbes.com ~ 16% lost to “Friction” Givers have no direct input on projects undertaken

7. The Rotary Foundation $1,000 Donor FundraisingManagement $1,000 to Projects $ 0 No “Friction” loss Givers have direct input on many projects undertaken Rotary Foundation IsUnique Rotary Foundation Is Unique

8. The Foundation Is … District Grants Formerly “District Simplified Grants” Primarily for local projects Global Grants Formerly “Matching Grants” Requires Rotarians (Clubs or Districts) in two different countries Includes Humanitarian Projects, Vocational Training Team (VTT), and Scholarships PolioPlus Only three countries left!

9. … Local projects to help those in need The Foundation Is …

10. 1985 2012 … Near-eradication of an endemic crippling disease From this … …to this

11. WHAT DO I NEED TO DO?

12. Not Hard to Be A “Giving” Club Without TRF, what are we? Members give for a variety of reasons Personal Experience To give back to community Image Enhancement – view of being charitable Tax deductions In Reality … Reason Number One … YOU ASK THEM!!! Reason Number Two … It makes a difference

13. Two Key Ways to Increased Giving Ask Them! –Ask every member every year –No pre-conceived amounts –Match or exceed last year’s amount? Show that giving makes a difference –Connect the dots!! Project Feedback - At meetings & Newsletter Global Grants & Local projects w/ District Grants Vocational Training Teams Global Scholars

14. WHAT DO I NEED TO DO? President / Foundation Chair Develop a Plan with Goals –Must involve talking to members 1-on-1 –Track and discuss at each Board meeting Build Club Awareness –Foundation Minute Each Week –Emphasize projects where $$s are spent –Provide for Meaningful Recognition

15. What Happens to the Money?

16. Annual Programs Fund (APF) … Supported by annual giving Permanent Fund … Endowment Fund - principal not touched PolioPlus Fund … Funds for Polio eradication … nothing else Foundation made of Three Funds Rotary Foundation Annual Fund Permanent Fund PolioPlus Fund ~$400mm~$242mm~$141mm Each Fund uses separate investment guidelines & objectives

17. Annual Programs Fund (APF) Primary Fund for the Foundation’s work Relies totally on annual giving Works on a three-year cycle to cover admin costs Rotary Foundation Annual Fund Permanent Fund PolioPlus Fund ~$400mm~$242mm~$141mm

18. Annual Programs Fund (APF) Primary Fund for the Foundation’s work Relies totally on annual giving Works on a three-year cycle to cover admin costs Rotary Foundation Annual Fund Permanent Fund PolioPlus Fund ~$400mm~$242mm~$141mm ~$114.8mm ~$114.2mm 2007-08 2010-11

19. Permanent Fund The Foundation’s Endowment Fund Principal untouched … spending = earnings only Key to Foundation’s future Rotary Foundation Annual Fund Permanent Fund PolioPlus Fund ~$400mm~$242mm~$141mm

20. Permanent Fund The Foundation’s Endowment Fund Principal untouched … spending = earnings only Key to Foundation’s future Critical to mark “Share” on contribution!! Rotary Foundation Annual Fund Permanent Fund PolioPlus Fund ~$400mm~$242mm~$141mm ~$50mm ~$16mm

21. PolioPlus Fund Dedicated solely to polio eradication Big Boost from Bill & Melinda Gates Foundation Safe, short-term investment focus Rotary Foundation Annual Fund Permanent Fund PolioPlus Fund ~$400mm~$242mm~$141mm

22. PolioPlus Fund Dedicated solely to polio eradication Big Boost from Bill & Melinda Gates Foundation Safe, short-term investment focus Rotary Foundation Annual Fund Permanent Fund PolioPlus Fund ~$400mm~$242mm~$141mm ~$80mm

23. Where the Money Goes Rotary Foundation Annual Fund Permanent Fund PolioPlus Fund ~$114.2mm~$16mm~$78mm Humanitarian & Education Grants Global Grants District Grants Vocational Training Teams Scholarships Polio Eradication

24. Where the Money Goes Rotary Foundation Annual Fund Permanent Fund PolioPlus Fund ~$114.2mm~$16mm~$78mm Humanitarian & Education Grants Global Grants District Grants Vocational Training Teams Scholarships Polio Eradication Key Takeaway … now 12% of total and growing

25. Global Grants Global Grants ScholarshipsScholarships VTTsVTTs 50% – World Fund Year 2: Funds invested three years Year 3: After 3rd year, split between DDF and World Fund Global Grants Global Grants District Grants District Grants Scholarships Scholarships VTTs VTTs 50% – DDF Your Contribution at Work Year 1: Contributions to APF

26. Global Grants Global Grants ScholarshipsScholarships VTTsVTTs 50% – World Fund Year 2: Funds invested three years Year 3: After 3rd year, split between DDF and World Fund Global Grants Global Grants District Grants District Grants Scholarships Scholarships VTTs VTTs 50% – DDF Your Contribution at Work Year 1: Contributions to APF ~$400,000 ~$200,000

27. Your giving makes these happen … –Vocational Training Teams –Scholarships –District Grants –Global Grants No giving … these don’t happen! Other “Common” Programs …

28. HOW DO I GIVE?

29. Simple Ways to Give … Give to your Foundation Director –Ensures appropriate recognition and SHARE –Probably the easiest method Give directly to Rotary Foundation –Online or mail-in Lump sum Monthly contributions – automatic payment Remember … tax-deductible –40% overall rate … $1,000 donation costs only $600

30. “Direct” Giving “Preferred” method –Proper recognition –SHARE funds (DDF) 5 minutes to complete –Download online –Obtain from Foundation Director Can use Check, Credit Card, or Wire Transfer Recommend sending via Club Foundation Director

31. “Direct” Giving “Preferred” method –Proper recognition –SHARE funds (DDF) 5 minutes to complete –Download online –Obtain from Foundation Director Can use Check, Credit Card, or Wire Transfer Recommend sending via Club Foundation Director Works for ANY fund

32. Online Giving “Contribute” page on Rotary.com … … leads you to “Member Access”

33. Online Giving “Contribute” page on Rotary.com … … leads you to “Member Access” The three Funds we’ve discussed

34. Online Giving “Contribute” page on Rotary.com … … leads you to “Member Access” … or give directly to a specific project …

35. Online Giving … APF Choices Only “SHARE” will generate DDF to D5000

36. Online Giving … Permanent Fund Choices Only “SHARE” will generate DDF to D5000

37. Give to Paul Harris or The Foundation? Paul Harris… RECOGNITION for Giving –Paul Harris Fellow $1,000 cumulative to APF –Multiple Paul Harris Each additional $1,000 Other APF Recognitions –Major Donor> $10,000 –White Hat Society$5,000 in a year –Sustaining Member$100+ in a year Permanent Fund Recognition –Bequest Society$10,000 + –Benefactor$1,000 +

38. Simple Ways to Boost Giving Develop a plan to talk to each member –One-on-one discussion –Participate at least at last year’s level –“Gentle” pressure … focus on education “Matching Points” program –Use points from club or other members –In conjunction with Foundation Month? Weekly “Foundation Minute”

39. Consider Making TRF Your First Choice First choice for your charitable giving? All the reasons you know … –The use matches our ideals as Rotarians –You have a big say in where the money goes –Lean organization – 100% goes to projects Easy to explain to others –“Thank you for asking, but I give my charitable contributions to Rotary” Your Club’s Giving last year … –Can you improve?

40. WHAT DOES THE ROTARY FOUNDATION MEAN TO ME? It’s the Heart of Rotary