Rotary Foundation “101” The Rotary Foundation of Rotary International Foundation Workshop October 17, 2009 Districts 7430-7450 Russ deFuria, PDG Upper.

Rotary Foundation “101” The Rotary Foundation of Rotary International

Foundation Workshop October 17, 2009

Districts 7430-7450

Russ deFuria, PDGUpper Darby Lansdowne - District 7450

Jim Palmquist – Emmaus RC – District 7430

What is The Rotary Foundation [TRF]

Its Mission – Its History

What does TRF do?

TRF Contributions – Awards – Funding

TRF District Leadership

TRF Within the Clubs

Share

Questions & Answers

Today's Topics:

APF – Annual Program Fund

DDF – District Designated Fund

DG – District Governor

DRFC – District Rotary Foundation Committee

FAC – Foundation Area Coordinator [D-7430] EREY – Every Rotarian, Every Year

SHARE – Transforms contributions into TRF programs

TRF – The Rotary Foundation

But First Some Definitions:

What is The Rotary Foundation?

The Rotary Foundation is a not-for-profit corporation supported solely by voluntary contributions from Rotarians

and friends of the Foundation who share its vision of a better world.

Addresses all of the greatest educational and humanitarian needs

Its world reach is greater than the United Nations

We can go where politicians and religious groups cannot

The Rotary Foundation is YOUR Foundation

The Rotary Foundation IS Unique

What is the mission of The Rotary Foundation?

The mission of The Rotary Foundation is to enable Rotarians to

advance world understanding, goodwill, and peace

through the improvement of health, the support of education, and the

alleviation of poverty.

What do we know about the history of

The Rotary Foundation?

 Well, who is

this?

 Arch C. Klumph, founder of The Rotary Foundation

In 1917, RI President Arch C. Klumph set up an endowment “for the purpose of doinggood in the world.”

In 1928, it was renamed The Rotary Foundation.

Total giving has been $2.034 billion.

What does TRF do?

[What programs are part of

The Rotary Foundation?]

PolioPlus PolioPlus Partners Health, Hunger and Humanity (3-H) Grants Matching Grants District Simplified Grants Volunteer Service Grants Rotary World Peace Fellowships Ambassadorial Scholarships Rotary Grants for University Teachers Group Study Exchange (GSE)

Programs of The Rotary Foundation

Let’s See the Latest Rotary DVD on The

Foundation Programs

Where Does The Money Come From?

2007- 08 TOTAL CONTRIBUTIONS ($245.7 million)

 Annual Programs Fund 47%PolioPlus Fund 46%

Permanent Fund 6%Other 1%

Where Does The Money Go?

2007- 08 PROGRAM AWARDS ($208 million)

PolioPlus 61%Humanitarian Grants Program 27%Educational Programs 11%Other 1%

How is TRF funded?

Two Needs, Two Ways of Giving

Annual Programs Fund

For Support Today

Permanent Fund

To Secure Tomorrow

Annual Giving

Encourage Every Rotarian • To contribute Every Year to The Rotary

Foundation Annual Programs Fund• To participate in a Foundation humanitarian or

educational project Every Year

Encourage Every Club • To set minimum US$100

per capita APF goal - EREY

Rotary Foundation Sustaining Member: A Rotarian who contributes at least US$100 every

year

Paul Harris Fellow: A Rotarian who contributes,

or in whose name is contributed, US$1,000

Annual GivingAnnual Giving

Multiple Paul Harris Fellow: Anyone who makes additional

US$1,000 donations above a Paul Harris Fellow

Annual GivingAnnual Giving

Paul Harris Society Member: Anyone who makes a

US$1,000 donation each year to APF/SHARE, PolioPlus or approved Humanitarian grants

Annual GivingAnnual Giving

A Look at the Future–Today

The Permanent Fund is Rotary’s Endowment Fund.

Contributions to the Permanent Fund are NOT spent.

Contributions are invested in perpetuity. Only the earnings are spent.

How do the funds get to the Districts and Clubs?

SHARE

SHARE

Why is it called Why is it called SHARESHARE??

Rotarians SHARE their resources with their fellow Rotarians.

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The Trustees SHARE some decision-making with the districts.

Rotarians SHARE Rotary with the world through their Foundation.

SHARE

What does it do?What does it do?

SHARE transforms TRF contributions into Ambassadorial Scholarships, Matching Grants, Group Study Exchanges and more.

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What is DDF?What is DDF?

The terms SHARE and DDF are often used interchangeably. DDF stands for “District Designated Fund.”

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A district’s DDF is made up of two amounts.

Annual Programs Fund Contributions

At the end of the Rotary Year, the SHARE system divides each district’s contributions to the

Annual Programs Fund in half:50% goes to the World Fund and

50% is credited to the district’s DDF.

SHARE

Permanent Fund Earnings

The Trustees determine the spendable percentageof Permanent Fund earnings. If a district

has contributions designated to PF-Share,the earnings on those contributions go

through the SHARE cycle:50% of the earnings go to the World Fund and

50% is credited to the district’s DDF.

SHARE

SHAREThe 3-Year CycleThe 3-Year Cycle

TRF uses the earnings from

SHARE’s 3-year investment cycle

to pay for administration

and fund development

The three-year cycle gives

districts time for program

planning and participant selection

TRF operates on a unique funding

cycle, using contributions for

program activities three years after

they are collected

2009-10

2010-11

2012-13

Funds Raised Funds used for Foundation programs

SHAREHow it worksHow it works

2011-12

SHARE

DRFC Chair District Governor District Rotary Foundation Committee

(DRFC)

Who is Involved in Who is Involved in SHARE SHARE Planning:Planning:

How does the Rotary District lead The

Foundation effort?

DISTRICT LEADERSHIP

Zone & Global Support

Zone Level

Polio

There is a Global and Zone Level Structure

to

Support District and Club Foundation Work

District Structure

DRFC ChairDRFC Chair

District GovernorDistrict Governor

8 District 8 District Subcommittee Subcommittee

ChairsChairs

District Governor ElectDistrict Governor Elect

Other Knowledgeable RotariansOther Knowledgeable Rotarians

District LeadershipDistrict Rotary Foundation CommitteeDistrict Rotary Foundation Committee

Consists of:

• 1 Chairperson

• 8 Subcommittee chairpersons

• District Governor (ex-officio member)

DDistrict istrict RRotary otary FFoundation oundation CCommittee ommittee ChairChair

ScholarshipsScholarships

Group Study Group Study ExchangeExchange

GrantsGrants

PolioPlusPolioPlus

AlumniAlumni

Permanent FundPermanent Fund

Annual GivingAnnual Giving

Rotary World Peace Rotary World Peace FellowshipsFellowships

8 Subcommittees

• Works with eight subcommittee chairs under DG’s leadership to plan, coordinate and evaluate all TRF activities in the district

• Districts will not have DDF access until DRFC Chair is appointed

• Must have significant knowledge of, commitment to, and experience with TRF activities

• 3-year term to ensure continuity

District LeadershipDRFC ChairpersonDRFC Chairperson

• Works with DRFC members and DG to identify and distribute SHARE DDF

• Encourages contributions to the Annual Programs fund from Every Rotarian Every Year

• Grants subcommittee must review and certify all Humanitarian Grants applications before they are submitted to TRF

District LeadershipDRFC ChairpersonDRFC Chairperson

Sustain and

Increase Membership

Sustain and

Increase Membership

ImplementSuccessful

ServiceProjects

ImplementSuccessful

ServiceProjects

Support The RotaryFoundation

Support The RotaryFoundation

Develop Leaders

Beyond the Club Level

Develop Leaders

Beyond the Club Level

Club Leadership Plan

Effective clubs are able to

Club Board

Club Administration

Club Public Relations

MembershipServiceProjects

The RotaryFoundation

District Support of the Club Leadership Plan

Club Board

Assistant Governors

Public Relations

Committee

MembershipDevelopmentCommittee

DistrictPrograms

Committees

The DistrictFoundation Committee

What does the Club do to support TRF?

March–April: Contact your district governor-elect to discussenhancing the EREY effort in your club

1 May: Submit your Fund Development Club Goal Report Form May–June: Confirm date for the club visit by your incoming DG Arrange regular Rotary Foundation club programs thru the yearJuly: Open each club meeting with a Rotary Foundation Thought August: Begin planning for November Rotary Foundation Month November (Rotary Foundation Month) December: Review the Monthly Contribution Report, Club

Recognition Summary,& EREY Eligibility Report 31 March: Achieve 75 percent of your annual giving goal 30 May: Ensure club goal achievement 30 June: Achieve 100 percent of your annual giving goal Ongoing: Take time to regularly show appreciation

Source: Every Rotarian, Every Year Club Schedule [from the EREY Success Booklet]

EREY Success Booklet [958-EN] http://www.rotary.org/RIdocuments/en_pdf/958en.pdf

Rotary Foundation Facts [159-EN]

Every Rotarian, Every Year Brochure [957-EN]

Rotary Foundation Quick Reference Guide [219-EN] Every Rotarian, Every Year Newsletter

http://www.rotary.org/en/Contribute/Funds/EREYnewsletter/Pages/ridefault.aspx

Club Foundation ChairFoundation Area Coordinators [D7430]

Assistant GovernorsChair, Annual Giving on the DRFC

Resources For Clubs:

The Rotary Foundation of Rotary International

Questions?