1. The Rotary Foundation My My My Foundation – My Charity of Choice

2. Overview of the Foundation Review of Each Sub-Committee Educate – Communicate - Participate AGENDAAGENDA

3. District Sub- committees The Rotary Foundation Regional Rotary Foundation Coordinators Regional Rotary Foundation Coordinators District Governor Immediate PDG DGE The District Rotary Foundation Committee The District Rotary Foundation Committee Hugh Impey Grants Ihor Kruk GSEAlumni Diana Parker Annual Giving Muriel Dunnigan Scholarships Tim Haak Planned Giving / Permanent Fund

4. Thank You Last year, clubs: Pledged $240,000 to the Annual Programs Fund $317,192.86133%Achieved $317,192.86 or 133% of goal Average per cap of $125.13 Restricted Giving $39,638.93 Permanent Fund $20,331.44 $377,163.23Total Giving in 2006-07 = $377,163.23

5. District Designated Funds - History Contribution Year CollectedAmount of DDF (after 3 years) 2003-04$139,836 $69,918 2004-05$222,127$111,063 2005-06$298,040$149,020 $158,690 2006-07$317,193$158,690 WHAT A DIFFERENCE A DONATION MAKES!

6. Rotary Goals & Objectives Mission The Mission of The Rotary Foundation of Rotary International is to enable Rotarians to advance world understanding, goodwill and peace through the improvement of health, the support of education and alleviation of poverty.

7. Our Motto: “Doing good in the world.” Mission Statement

8. 50% goes to World Fund SHARE - How it Works TRF Invests for 3 years + PF TRF Invests for 3 years + PF Contributions to Annual Programs Fund Contributions to Annual Programs Fund 50% back to the District as District Designated Funds 50% back to the District as District Designated Funds

9. Ambassadorial Scholarships Teaching Scholarships Group Study Exchange (World Fund) International / Local Humanitarian Aid PROGRAMSPROGRAMS

10. Ambassadorial ScholarshipsAmbassadorial Scholarships – to students who serve abroad as ambassadors of goodwill to improve international understanding – up to $23,000 Grants for University TeachersGrants for University Teachers - grants to Rotarians/Non-Rotarians to strengthen higher education in low-income countries – up to $11,000 International Peace ScholarInternational Peace Scholar -$50,000 (competitive) through World Fund Committee Chair – Muriel Dunnigan SCHOLARSHIPSSCHOLARSHIPS

11. Khalida Sayed - Teacher Grant - Pakistan Lisa Grotkowski - Full Year Ambassadorial Scholar - Sweden Lina Bergenmeier Full Year Ambassadorial Scholar Recipient for 2008-09 Year CURRENT RECIPIENTS

12. GROUP STUDY EXCHANGE Funded form the World Fund This year’s partner country: Bangladesh Team Leader is Harry Sandhu from Grande Prairie Dates: Outgoing: December 31, 2007 Incoming: May, 2008 Ihor Kruk, Chair

13. Matching GrantsMatching Grants – assist in funding international humanitarian service projects District Simplified GrantsDistrict Simplified Grants – support the service activities or humanitarian endeavors of Rotarians. Prefer local projects, but can used for either local or international projects. Max. of 20% of DDF. This year amount is $22,213 Volunteer Service GrantsVolunteer Service Grants – supports the travel of individual Rotarians planning or implementing service projects GRANTSGRANTS

14. Information and forms are available on the District website – details on access later Contact Hugh Impey, Chair of Grants Sub- Committee impey@telusplanet.netimpey@telusplanet.netGRANTSGRANTS

15. TANGIBLE BENEFITS District Simplified Grants -2006/07District Simplified Grants -2006/07 RC St. Albert$2,000 RC Edm Glenora $2,000 RC Drayton Valley $2,000 RC GP (Swan City) $2,000 RC Mayfield $2,000 RC Strathcona $2,000 RC Sherwood Park Centennial$2,000 RC Hay River Sunrise $1,000 Total $15,000

16. TANGIBLE BENEFITS International humanitarian aid projects –Polio Plus Partners –District project in Belize –Ecuador water project –Education in Ethiopia –Ambulance in Ndawana, South Africa –Medical mission to Ecuador

17. Annual Programs FundAnnual Programs Fund – This is the essence of the “Every Rotarian Every year” initiative. We encourage all Rotarians to be sustaining members (giving US$100 every year for 10 years). Pledge for 2007-08 is $280,000. Very doable as last year’s end result was $317,000! Diana Parker - chair SOURCES OF FUND SUPPORT

18. Permanent Fund / Planned GivingPermanent Fund / Planned Giving – Through Wills, estate, insurance, stocks, etc. Permanent Fund moneys are never spent – invested, and interest earned each year goes to the Annual Programs Fund. Two levels of giving: –Benefactor = US$1,000 in your will. Receive “wings” –Bequest Society = minimum of US$10,000 Goal for 2007-08 is 20. Encourage Presidents and Presidents-Elect to Lead the Way SOURCES OF FUND SUPPORT

19. Achieving our Goal Initiatives in 2007-08 to achieve our goal –Launching of a Paul Harris Society for District 5370 –Getting more members on TRF-Direct –Continuing with the Paul Harris Challenge

20. The Paul Harris Society is a special district recognition program designed for Rotarians who wish to support the Rotary Foundation in a more substantial way each year Recognizes individual donors who make a commitment to contribute a minimum of US$1,000 per year to the Annual Programs Fund, Polio Plus and Polio Plus Partners, or the Humanitarian Grants Program. Every Rotarian in the district will receive an invitation to become a charter member of the 5370 PHS. Donna Ducommun will be our District Administrator The Paul Harris Society

21. A new, convenient way is now available for you to make regular contributions to TRF – through TRF-Direct. Simply fill in how much you’d like deducted from your chequing or savings account Indicate frequency; monthly, quarterly, bi-annually, annually Mail it in to The Rotary Foundation, and you’re all set! Form is available on the District website under Foundation TRF-DIRECTTRF-DIRECT

24. Clubs within the District have an accumulated total of…500,000 Paul Harris Fellow Recognition Points! As an initiative for 2007-08, each club is asked to hold a Paul Harris Challenge in their club.As an initiative for 2007-08, each club is asked to hold a Paul Harris Challenge in their club. Based on our District Paul Harris Challenge, here’s how it works: The Paul Harris Challenge

25. Based on the US$ exchange rate, clubs match member donations to reach the US$1,000 Paul Harris Fellow threshold. Exchange rate today is $1.04 so that means C$1,040 = US$1,000. By matching a member’s contribution of C$520 with 520 Paul Harris Recognition Points, the member will receive the PHF recognition, or multiples thereof. The Paul Harris Challenge

26. The proper form is available on the District website under… “Paul Harris Recognition and Transfer Request Form”. Be sure to complete Section 2 – Transfer of Foundation Recognition The Paul Harris Challenge

27. 975

28. –Complete the TRF-Direct form and mail to: The Rotary Foundation Annual Giving, FN500 One Rotary Center 1560 Sherman Avenue Evanston IL 60201-3698 USA OR MAKING A DONATION

29. –Send a cheque to The Rotary Foundation Canada Box B9322 P.O. Box 9100, Postal Station F Toronto, Ontario M4Y 3A5 –Include the Paul Harris Recognition / Contribution form (123-EN) MAKING A DONATION

32.  Former Ambassadorial Scholars  Former Rotary World Peace Fellows  Former GSE Team members and leaders  Former recipients of a University Teachers Grant… (more) Alumni Basics Who are Foundation Alumni?

33.  Former Rotary Volunteers who have received a grant from the Foundation  Former Discovery Grant recipients  Former Individual Grant recipients Alumni Basics Who are Foundation Alumni?

34. 89,492 Total (as of 2005)  34,747 are former Ambassadorial Scholars  50,280 are former GSE members  14,605 (or 16% of the total) are Rotarians How many Foundation Alumni are there?

35. Rotarian Actions Who  Every district should have an Alumni Subcommittee chairperson  Foundation Alumni Resource Group members  Regional Rotary Foundation Coordinators  The Alumni Relations Section at The Rotary Foundation

36. Rotarian Actions Actions districts and clubs can take  Encourage the formation of Alumni Associations  Invite alumni to serve on Selection committees  Ask Alumni to help with Orientation seminars  Ask Alumni to work on service projects  Ask Alumni to speak at club & district events

37. The key is to keep Alumni involved in Rotary All too often, alumni return home from their service abroad and are ignored by their sponsor Rotarians! Rotarian Actions

38. FAMOUS QUOTE “ Generosity is giving more than you can, and pride is taking less than you need.” Kahlil Gibran

39. Thank you for your support of the Rotary Foundation Further Information is available on our District Website Call or email Brent Collingwood, Chair at either (780) 492-8777 or email at brent.collingwood@ualberta.ca brent.collingwood@ualberta.ca THANK YOU