1. Supporting our Foundation Elizabeth Lamberti Fund Development Advisor Rotary International Europe-Africa Office

2. TITLE | 2 2014-15 Rotary Foundation Goals Trustee Chair John Kenny asks us to: Support Rotary’s own and only charity The Rotary Foundation through our continued giving.

3. TITLE | 3 RY14 - RECORD YEAR

4. TITLE | 4 Annual Fund: $117 million Total worldwide contributions last Rotary Year: $263.8 million Fundraising Successes from 2013-14

5. TITLE | 5 Global Grants: 868 awarded, total of $47.3M (includes World Fund and DDF) 85% approval rate for GG District Grants: 488 awarded, total of $23.5M 2013-14 Rotary Grants

6. TITLE | 6 AVERAGE AWARD AMOUNT PER GRANT TYPE:

7. TITLE | 7 RY15 TRF GRANTS ACTIVITY 10% 86%

8. TITLE | 8 PolioPlus Grants: 68 awarded, total of $128.9 Million -430 million children received polio vaccine -403 cases of polio worldwide Rotary Peace Centers: -106 Peace Fellows studying in 6 centers -$5.3 M provided in fellowships and support 2013-14 Rotary Grants

9. TITLE | 9 EVERY ROTARIAN, EVERY YEAR 100% Member Participation

10. TITLE | 10 HOW WE FUND PROGRAMS The Annual Fund-SHARE System 50% World Fund 50% District Designated Fund (DDF)

11. TITLE | 11 Paul Harris Society US $1,000 per year to Annual Fund, PolioPlus or an approved global grant Through Rotary Direct, make monthly or quarterly installments Receive recognition immediately at time of making the commitment

12. TITLE | 12 Major Gifts to The Rotary Foundation

13. TITLE | 13 Major Gifts TRF received 985 major gifts in 2013-14 ($10,000 or more) Total value of US $132.2 million Many major gifts are from realized bequest commitments Major Gifts and Rotary’s Endowment

14. TITLE | 14 Personal outright or cumulative gifts of $10,000+ Cash, bequests, real estate, or securities Major Gifts and Major Donor Recognition

15. TITLE | 15 Bequests 698 new commitments in 2013-14 Total value of US $45 million Average commitment size of $76,000 Major Gifts and Rotary’s Endowment

16. TITLE | 16 Bequests Bequests provide for The Rotary Foundation in the future, in perpetuity Easy to make a provision in your will or estate plan Talk to your financial advisor, lawyer or Notary We have sample legal language Gaining popularity in Europe

17. TITLE | 17 Provision in estate plan totaling $10,000+ Examples: will, testament, life insurance policy Commitments and Bequest Society Recognition

18. TITLE | 18 Rotary’s Endowment Fund Formerly known as the Permanent Fund Gifts can be made today, or in the future (Bequest) Gifts are invested and spendable earnings directed to programs

19. TITLE | 19 Endowment Fund Growth

20. TITLE | 20 Rotary’s Endowment Fund In 2013-14, about $10M was spent for program awards and operations Over the last 10 years, $54.7M has been spent to fund programs designed and implemented by Rotarians

21. TITLE | 21 How can I cultivate a culture of giving in my district? Supporting The Rotary Foundation

22. TITLE | 22 TOP 10 GIVING COUNTRIES in RY14

23. TITLE | 23 Top 30 Giving Countries: Rotary vs. World Giving Index CountryRotary GivingWorld Giving Index USA11 JAPAN290 INDIA369 KOREA460 ITALY679 GERMANY828 UK117 FRANCE1290 SWITZERLAND17N/A BELGIUM1952 NETHERLANDS2012 SWEDEN2312 DENMARK2618 NORWAY27N/A FINLANDN/A25 Copyright Charities Giving Aid 2014

24. TITLE | 24 We are all fundraisers! A fundraiser’s role is to…  Be a liaison between donors and the organization  Identify donors’ interests and passions  Determine ability and inclination to make a gift  Be a matchmaker and answer questions and concerns

25. TITLE | 25 1.Ask the right questions 2.Listen to the answer 3.Connect with someone who can follow up Be the eyes and ears of Rotary

26. TITLE | 26 District Rotary Foundation Chair (Pentti Aspila, Tuomo Tuuri, Niko Niemi, Leila Risteli, Harry Hedman, Aarno Kari, Solveig Nilsson) Regional Rotary Foundation Coordinator (Virpi Honkala, ARRFC Erkki Pasanen) Endowment/Major Gift Advisor (Matti Honkala) Europe-Africa Foundation staff (Espen Malmberg and Elizabeth Lamberti) Connect and follow up

27. TITLE | 27 Be the eyes and ears of Rotary 1.Ask 2.Listen 3.Connect How Can I Help?

28. Kiitos – Tack – Thank you