Rotary Foundation “101” The Rotary Foundation of Rotary International Foundation Workshop October 17, 2009 Districts 7430-7450 Russ deFuria, PDG Upper Darby Lansdowne - District 7450 Jim Palmquist – Emmaus RC – District 7430
Jan 15, 2016
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.
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
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.
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE
What is DDF?What is DDF?
The terms SHARE and DDF are often used interchangeably. DDF stands for “District Designated Fund.”
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
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?