Club Foundation Chairs Seminar Rotary District 6450 Welcomes

Club Foundation Chairs Seminar Rotary District 6450 Welcomes You! February 8, 2020 DOING GOOD IN THE WORLD | 1

DISTRICT ROTARY FOUNDATION COMMITTEE Chair Rachel Ossyra Annual Giving Clarmarie Keenan, Florence Forshey, Chris Gerrib, Osei David Andrews-Hutchinson Polio Plus David Templin Paul Harris Society Rick Thiernau Major Donors Rick Thiernau Bequests & Benefactors Rick Thiernau Analytics Chris Reilly Grants Chair Pedro Cevallos-Candau District Grants Coordinator Sue Linn Global Grants Coordinator Bruce George Scholarships Bob Giles Stewardship Lesley Gottlinger, Bill Lyman White Sox Fundraiser Irv Kaplan Auditor Rob Hann DOING GOOD IN THE WORLD | 2

INTRODUCTIONS 1. Your name - Your club - Time in role 2. What inspires you to give to The Rotary Foundation? 3. One thing you are doing that works well in your club? 4. What do you find to be difficult? Need most help with? 5. How do you promote giving to the Annual Fund? DOING GOOD IN THE WORLD | 3

CLUB ROTARY FOUNDATION CHAIR ROLE Your chief responsibility as chair of your club’s Rotary Foundation committee is to inspire your club’s members to give to the Foundation and participate in its activities. DOING GOOD IN THE WORLD | 4

YOUR ACCESS It’s critical that your Club President set your role up in My. Rotary. org so that you can: • Access Foundation Reports for your Club • Access Club Central data DOING GOOD IN THE WORLD | 5

MY ROTARY – GENERAL RESOURCES Everything you need to conduct your Rotary business • Monitor club membership initiatives, service activities & Foundation giving goals via Rotary Club Central • Give to The Rotary Foundation • View your Donor History Report, which includes your contribution history and recognition summary • Learn more about Rotary Foundation activities • Apply for grants in the Grant Center • Find volunteers, partners & donations for your projects through Rotary Ideas matchinggrants. org • Share your project impact & inspire others on Rotary Showcase DOING GOOD IN THE WORLD | 6

FOUNDATION BASICS OVERVIEW DOING GOOD IN THE WORLD | 7

OUR ROTARY FOUNDATION: DOING GOOD IN THE WORLD THROUGH LIFE-CHANGING PROJECTS Funded by our donations to: -The Annual Fund -Polio Plus Fund -Foundation Grants -Disaster Response Fund -The Endowment Fund DOING GOOD IN THE WORLD | 8

MISSION OF THE ROTARY FOUNDATION To enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty. DOING GOOD IN THE WORLD | 9

OUR FOUNDATION IS UNIQUE DOING GOOD IN THE WORLD | 10

OUR CAUSES (Areas of Focus) DOING GOOD IN THE WORLD | 11

OUTSTANDING PERFORMANCE $395. 1 million Rotarians raised for Foundation -World’s Outstanding Foundation -Top 10 Charity Changing DOING GOOD IN THE WORLD | 12

Polio Paralysis for life Primarily affects children Preventable with vaccines DOING GOOD IN THE WORLD | 13

Rotary’s Promise: A World without Polio "Rotary is the heart and soul of polio eradication!" — Bill Gates • First with a vision of a polio-free world • Over $2. 0 billion committed • 17. 4 million cases averted • 1. 5 million lives saved • 20 million volunteers mobilized • 2. 5 billion children immunized DOING GOOD IN THE WORLD | 14

ROTARY PEACE CENTERS Promote Mission of World Understanding & Peace Partnership with 7 leading universities around the world Increase capacity to act as leaders for peace Global Impact Empow er Acade mic Training Be a Catalys t Build Capacit y DOING GOOD IN THE WORLD | 15

PEACE CENTER ALUMNI UPDATES Alumni Update • 95% work in peace and conflict resolution • ~ 1000 alumni DOING GOOD IN THE WORLD | 16

THE ANNUAL FUND - SHARE SYSTEM 50% District Designated Funds (DDF) 50% World Fund DOING GOOD IN THE WORLD | 17

The Annual Fund – SHARE System Primary Funding Source for Foundation Grants & Activities After 3 years …. 50% to District Designated Funds • Directed by District • Funds District Grants • Funds Global Grants 50% to the World Fund • Supports worldwide Foundation activities • Provides matching funds for Global Grants • Used where Trustees see greatest need DOING GOOD IN THE WORLD | 18

YOUR DONATIONS AT WORK DISTRICT GRANTS • Small-scale, short-term • Local or international activities • Align with the Foundation’s mission • Single grant awarded annually GLOBAL GRANTS • Large, long-term projects • Local or international activities • Sustainable, measurable outcomes • Align with a Rotary area of focus • International partnership • World Fund match DOING GOOD IN THE WORLD | 19

OUR HUMANITARIAN FOOTPRINT IS BIG! 2018 – 2019 2013 – 2019 YTD 78% of Clubs participated in Grants • 27% in Global Grants • 75 % in District Grants 44 Clubs participated in District Grants • 58 projects • 2 Countries – USA, Honduras • $174, 000 spent 49 Global Grants Submitted, Approved, Completed • $3, 566, 882 Total Funding • Over 65% of funding provided by Foundation 9 Global Grants approved • $892, 774 Total Funding • 7 Countries – Brazil, Ecuador, England, India, Malawi, Senegal, USA • All 6 Areas of Focus DOING GOOD IN THE WORLD | 20

PROJECT POWER UP Rotary Club of Chicago District Grant DOING GOOD IN THE WORLD | 21

GUATEMALA CLEAN WATER DELIVERY TANKS Naperville Sunrise Global Grant Water Collection before Global Grant Life with New Water Tank Supplying Water All Day 32 families now have clean water and sanitation! DOING GOOD IN THE WORLD | 22

THERAPEUTIC SENSORY GYM FOR CHILDREN WITH SPECIAL NEEDS IN CHICAGO Chicago World Nations Global Grant DOING GOOD IN THE WORLD | 23

DISASTER RESPONSE GRANTS Disaster Response Fund -Supports disaster recovery & rebuilding efforts -Donations combined into 1 fund -Cannot be directed to a Disaster Response Grants -Districts affected by natural disasters can apply -Maximum grant of $25, 000 -Districts can apply for subsequent grants after DOING GOOD IN THE WORLD | 24 successfully reporting on previous

Endowment Fund Offers Long-Term ENDOWMENT FUND Impact Goal: $2. 025 billion by 2025 can be Contributions directed to: Rotar y Area SHAR World of Peace E Fund Cente Focus rs DOING GOOD IN THE WORLD | 25

DEVELOPING GOALS FOR YOUR CLUB DOING GOOD IN THE WORLD | 26

EVERY ROTARIAN EVERY YEAR is our goal Every member gives $100/yr to Annual Fund $126 million given to the Annual Fund 1, 403 Global Grants awarded 31% of Rotarians supported the Annual Fund Countless lives changed DOING GOOD IN THE WORLD | 27

ANNUAL CLUB FOUNDATION GOALS Work with Incoming President & Club Leaders Annual Fund • Sustaining level minimum • Funds Foundation Grants 3 years later Polio Plus Fund • Gates Foundation 2: 1 matching incentive DOING GOOD IN THE WORLD | 28

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ANNUAL CLUB FOUNDATION GOALS Work with incoming president & club leaders Review 5 -Year Club Fundraising Analysis • Report, Club Central Set Effective Goals • Consider club interests, members’ capacity • Will benefit community • Measurable, challenging, achievable & time-specific Develop an Action Plan • Series of steps needed to achieve each goal • Include fundraising activities • Regularly assess progress DOING GOOD IN THE WORLD | 30

ANNUAL CLUB FOUNDATION GOALS Motivation • Remember committee & members are volunteers • Opportunities for fellowship & networking • Use people’s expertise Budgeting • Include funds your committee will need in club budget • Oversee Foundation transactions & reports • Meet regularly with club treasurer DOING GOOD IN THE WORLD | 31

FOUNDATION RECOGNITION POINTS DOING GOOD IN THE WORLD | 32

UNDERSTANDING RECOGNITION POINTS Awarded to donors who contribute to Foundation via Annual Fund, Polio. Plus, approved Foundation grants – Awarded 1 Recognition Point per $1 US donated – Endowment Fund contributions not eligible – Do not count towards Paul Harris Society, Major Donor recognition Donors can transfer Recognition Points to help others qualify as Paul Harris Fellow or Multiple Paul Harris Fellow Recognition Points belong to donor until donor’s death or until transferred – Surviving spouse/partner of a Major Donor may control those points DOING GOOD IN THE WORLD | 33

UNDERSTANDING RECOGNITION POINTS Minimum of 100 Recognition Points must be transferred at a time – Using Recognition and Transfer Request Form A donor can recognize a deceased individual as a Memorial Paul Harris Fellow Only individuals can become Paul Harris Fellows. – However, businesses and organizations can receive Certificates of Appreciation for contributions of $1, 000 or more or transfer of 1, 000 points or more DOING GOOD IN THE WORLD | 34

WHERE TO FIND POINTS ON MY ROTARY Individuals – Donor History Report Club Recognition Summary DOING GOOD IN THE WORLD | 35

WAYS TO USE POINTS TO INSPIRE GIVING Use club’s points to match member’s donations: - Help them reach PHF or multiple PHF levels - Help your club reach/surpass its Annual Fund goal - Help your club achieve 100% PHF recognition Use club’s points to award PHF status to outstanding non-Rotarians. DOING GOOD IN THE WORLD | 36

FOUNDATION RECOGNITION LEVELS DOING GOOD IN THE WORLD | 37

ROTARY FOUNDATION SUSTAINING MEMBER Personally contributes $100 or more each Rotary year to the Annual Fund. Recognize with Sustaining Member Badge Stickers Use Club Foundation Banner Report to identify DOING GOOD IN THE WORLD | 38

PAUL HARRIS FELLOWS Cumulative donations to Annual Fund, Polio Plus Fund, approved Foundation Grants or Foundation recognition points received total $1, 000 or more. DOING GOOD IN THE WORLD | 39

MULTIPLE PAUL HARRIS FELLOWS Cumulative donations to Annual Fund, Polio Plus Fund, approved Foundation Grants or Foundation recognition points received total $2, 000 to $9, 999. DOING GOOD IN THE WORLD | 40

CERTIFICATE OF APPRECIATION Given to honor a business or organization for contribution or Foundation recognition points of $1, 000 or more. Since Paul Harris Fellows are only for individuals, a donor may use their Foundation recognition points to recognize a business or organization. DOING GOOD IN THE WORLD | 41

PAUL HARRIS SOCIETY Individuals who pledge $1, 000 or more annual contribution to Annual Fund, Polio. Plus Fund or approved Foundation grant. A group of over 23, 000 philanthropic leaders Give 18% of Annual Fund donations DOING GOOD IN THE WORLD | 42

MAJOR DONOR Individuals or couples who make cumulative donations of $10, 000 to $249, 999. This recognition level can only be achieved through personal contributions and not recognition points. Level 1 2 3 4 Range $10, 000 - $24, 999 $25, 000 - $49, 999 $50, 000 - $99, 999 $100, 000 - $249, 999 DOING GOOD IN THE WORLD | 43

ARCH KLUMPH SOCIETY Individuals or couples who make cumulative donations of $250, 000 or more. This recognition level can only be achieved through personal contributions and not recognition points. DOING GOOD IN THE WORLD | 44

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BEQUEST SOCIETY Individuals or couples who make commitments in their estate plans totaling $10, 000 or more to The Rotary Foundation Endowment. Level 1 2 3 4 5 6 Range $10, 000 - $24, 999 $25, 000 - $49, 999 $50, 000 - $99, 999 $100, 000 - $249, 999 $250, 000 - $499, 999 $500, 000 - $999, 999 DOING GOOD IN THE WORLD | 46

LEGACY SOCIETY Individuals or couples who make commitments in their estate plans totaling $1, 000 or more to The Rotary Foundation Endowment. Level Range 1 2 3 4 $1 million - $2, 499, 999 $2. 5 million - $4, 999 $5 million - $9, 999 $ 10 million and above DOING GOOD IN THE WORLD | 47

BENEFACTOR Individuals who makes provision in their estate plan or makes an outright gift of $1, 000 or more the The Rotary Foundation Endowment. DOING GOOD IN THE WORLD | 48

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EARNING CLUB RECOGNITION 100% Foundation Giving Celebrate! 100% Every Rotarian Every Year Top 3 Per Capital Annual Fund Giving 100% Paul Harris Fellow Club End Polio Now Campaign Certificate of Appreciation 100% Paul Harris Society Club 100% Rotary’s Promise Club DOING GOOD IN THE WORLD | 50

PROMOTING ROTARY DIRECT DOING GOOD IN THE WORLD | 51

EASY GIVING THROUGH ROTARY DIRECT • Efficient, secure, and easy • Monthly, quarterly, or annual recurring gifts DOING GOOD IN THE WORLD | 52

ROTARY DIRECT THROUGH MY ROTARY Adjust or cancel your recurring giving anytime by signing into your My Rotary account. DOING GOOD IN THE WORLD | 53

PROMOTING ROTARY DIRECT Ensure members have My Rotary accounts Run My. Rotary report in Club Central Provide enrollment forms and FAQs Show to sign up online https: //my. rotary. org/en/donate Contact Rotary Support Center for help Offer incentives – PHF recognition points DOING GOOD IN THE WORLD | 54

REPORTS ON MY ROTARY & HOW TO USE DOING GOOD IN THE WORLD | 55

FOUNDATION REPORTS Access via My Rotary-Manage-Club and District Administration-Reports or Rotary Club Central • Donor History Report • Club Foundation Banner Report • Club Fundraising Analysis Demo • Monthly Contribution Report • Polio Plus Report • Club Recognition Summary • Paul Harris Society Report • Major Donor, Arch Klumph Society & Bequest Society Report • Paul Harris Fellow and Benefactor Report DOING GOOD IN THE WORLD | 56

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DONOR HISTORY REPORT Individual Provides comprehensive breakdown of your transactions (contributions, PHF recognition point transfers, commitments, recognition). Use to reconcile your contributions/recognition issues. DOING GOOD IN THE WORLD | 58

DONOR HISTORY REPORT Individual DOING GOOD IN THE WORLD | 59

CLUB FOUNDATION BANNER REPORT Club, District Provides eligibility dates achieved for EREY and Rotary Foundation giving for current Rotary year. DOING GOOD IN THE WORLD | 60

CLUB FOUNDATION BANNER REPORT Club, District DOING GOOD IN THE WORLD | 61

CLUB FUNDRAISING ANALYSIS Club, District 5 -year dashboard of Annual Fund goals, giving and recognition totals. Use it to set goals. DOING GOOD IN THE WORLD | 62

MONTHLY CONTRIBUTION REPORT Club, District Provides contribution information by club for Annual Fund, other funds (global grants, Polio. Plus) and Endowment Fund. DOING GOOD IN THE WORLD | 63

MONTHLY CONTRIBUTION REPORT Club, District Provides contribution information by club for Annual Fund, other funds (global grants, Polio. Plus) and Endowment Fund. DOING GOOD IN THE WORLD | 64

POLIO PLUS REPORT Club, District Provides contribution information by club for Polio. Plus Fund, other funds (global grants, Annual Fund, Endowment Fund). DOING GOOD IN THE WORLD | 65

CLUB RECOGNITION SUMMARY Club, District Provides members’ PHF level, recognition amount, Foundation recognition points available, Rotary Direct participation, benefactors, last contribution date and designation. Identify non-donors. Indicates 100% PHF Club achievement and date, along with club’s all-time Foundation giving. DOING GOOD IN THE WORLD | 66

CLUB RECOGNITION SUMMARY Club, District DOING GOOD IN THE WORLD | 67

PAUL HARRIS SOCIETY REPORT Club, District Provides Paul Harris Society membership and a 4 -year history of eligibility; includes tab with donor contact information. DOING GOOD IN THE WORLD | 68

MAJOR DONOR, ARCH KLUMPH SOCIETY & BEQUEST SOCIETY REPORT Provides list of Major Donor, Arch Klumph Society and Bequest Club, District Society members with their recognition date; includes 2 tabs with mailing address information. DOING GOOD IN THE WORLD | 69

PAUL HARRIS FELLOW & BENEFACTOR REPORT Club, District Provides lists of Paul Harris Fellow, multiple Paul Harris Fellows, Benefactors, and Certificate of Appreciation recipients; includes recognition dates and mailing address information. DOING GOOD IN THE WORLD | 70

PAUL HARRIS FELLOW & BENEFACTOR REPORT Club, District DOING GOOD IN THE WORLD | 71

PAUL HARRIS FELLOW & BENEFACTOR REPORT Club, District DOING GOOD IN THE WORLD | 72

INSPIRING YOUR CLUB MEMBERS TO GIVE TO THE FOUNDATION DOING GOOD IN THE WORLD | 73

GIFTS OF ANY SIZE HAVE A BIG IMPACT DOING GOOD IN THE WORLD | 74

RAISE CLUB’S UNDERSTANDING OF FOUNDATION 1. Advocate for our Foundation 2. Have a Rotary Foundation Committee & train members 3. Devote time to Foundation at meetings 4. Celebrate World Polio Day Oct. 24 5. Celebrate November – Rotary Foundation month 6. Use club website to inform members about Foundation activities DOING GOOD IN THE WORLD | 75

RAISE CLUB’S UNDERSTANDING OF FOUNDATION 7. Encourage members to register on My Rotary to view their contribution history 8. Work with Public Image committee to inform media of newsworthy Foundation activities 9. Invite Foundation Alumni to talk about their experiences and participate in club events & projects 10. Recruit & support qualified Rotary Peace Fellow candidates DOING GOOD IN THE WORLD | 76

GENERATING ANNUAL FUND SUPPORT 1. Set fundraising goals 2. Engage new members • Mentor on EREY, Rotary Direct 3. Hold a fundraiser for a Rotary area of focus or End Polio Now 4. Recognize & thank club member donors 5. Collect & share “Why I give” quotes from members 6. Encourage Employer Matching Gifts 7. Lead by example & make a gift every year DOING GOOD IN THE WORLD | 77

DONOR STEWARDSHIP Ways to thank individual donors: • Make calls • Present donors with pins • Send thank-you notes • Recognize donors at events • Feature donors in newsletters DOING GOOD IN THE WORLD | 78

MAKE OUR FOUNDATION YOUR CHARITY OF CHOICE 1. 2. 3. 4. Automate your giving through ROTARY DIRECT Donate online at rotary. org/donate Give a check to your club Foundation chair Mail your gift directly to the Foundation DOING GOOD IN THE WORLD | 79

RESOURCES DOING GOOD IN THE WORLD | 80

RESOURCES • Rotary Foundation videos • Publications – – – Annual Reports Rotary Foundation Facts Rotary Foundation Reference Guide Club Rotary Foundation Committee Chair Job Description Working with Your Club Rotary Foundation Committee Understanding Foundation Recognition Points • My Rotary Fundraising page • Rotary Direct frequently asked questions DOING GOOD IN THE WORLD | 81

RESOURCES • Rotary e-newsletters – Giving & Grants – End Polio Now – Peace in Action – Learning and Development • Online Rotary Learning Center – Rotary Foundation Basics – Club Rotary Foundation Committee Basics – Rotary’s Area of Focus DOING GOOD IN THE WORLD | 82

ONCE UPON A TIME IS NOW DOING GOOD IN THE WORLD | 83

Be Part of a Lasting Legacy to Do Good in the World THANK YOU! DOING GOOD IN THE WORLD | 84

BACK-UP DOING GOOD IN THE WORLD | 85

WHY THE ROTARY FOUNDATION? – Take Advantage of Matching Dollars • Stay local: $2, 000 collected by your members and spent directly on your own projects gains $2, 000 of doing good • $2, 000 collected by your members and donated to The Rotary Foundation can do much more good, that you can control • If all went to Polio. Plus, $2, 000 => $6, 000 • If all went to a Global Grant, $2, 000 => $7, 000 • You could collect $2, 000, and donate: • $1, 000 Annual Fund, $500 Polio. Plus, $500 to a global grant • You would control spending of $3, 500 • $250 back to your Club for a District Grant • $1, 500 going to Polio eradication • $1, 750 for the global grant • Plus, the Rotary Foundation would have $750 for its programs DOING GOOD IN THE WORLD | 86