Rotary Foundation 101 The Rotary Foundation of Rotary

Rotary Foundation “ 101” The Rotary Foundation of Rotary International Foundation Workshop October 17, 2009 Districts 7430 -7450 Russ de. Furia, PDG Upper Darby Lansdowne - District 7450 Jim Palmquist – Emmaus RC – District 7430

Today's Topics: 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

But First Some Definitions: 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

What is The Rotary Foundation?

The Rotary Foundation is a not-forprofit corporation supported solely by voluntary contributions from Rotarians and friends of the Foundation who share its vision of a better world.

The Rotary Foundation IS Unique 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

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 doing good 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? ]

Programs of The Rotary Foundation § § § § § Polio. Plus 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)

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 Polio. Plus Fund Permanent Fund Other 47% 46% 6% 1%

Where Does The Money Go? 2007 - 08 PROGRAM AWARDS ($208 million) Polio. Plus 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

Annual Giving Rotary Foundation Sustaining Member: n A Rotarian who contributes at least US$100 every yea Paul Harris Fellow: n A Rotarian who contributes, or in whose name is contributed, US$1, 000

Annual Giving Multiple Paul Harris Fellow: n Anyone who makes additional US$1, 000 donations above a Paul Harris Fellow

Annual Giving Paul Harris Society Member: n Anyone who makes a US$1, 000 donation each year to APF/SHARE, Polio. Plus or approved Humanitarian grants

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? SHARE? SHARE? SHARE? SHARE? SHARE? Why is it called SHARE? Rotarians SHARE their resources with their fellow Rotarians. The Trustees SHARE some decision -making with the districts. Rotarians SHARE Rotary with the world through their Foundation.

SHARE? SHARE? SHARE? SHARE? SHARE? SHARE? What does it do? SHARE transforms TRF contributions into Ambassadorial Scholarships, Matching Grants, Group Study Exchanges and more.

SHARE? SHARE? SHARE? SHARE? SHARE? What is DDF? The terms SHARE and DDF are often used interchangeably. DDF stands for “District Designated Fund. ” SHARE? A district’s DDF is made up of two amounts.

SHARE 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 percentage of 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 The 3 -Year Cycle TRF operates on a unique funding cycle, using contributions for program activities three years after they are collected The three-year cycle gives districts time for program planning and participant selection TRF uses the earnings from SHARE’s 3 -year investment cycle to pay for administration and fund development

SHARE How it works 2009 -10 Funds Raised 2010 -11 2011 -12 2012 -13 Funds used for Foundation programs

SHARE Who is Involved in SHARE Planning: DRFC Chair n District Governor n District Rotary Foundation Committee (DRFC) n

How does the Rotary District lead The Foundation effort?

DISTRICT LEADERSHIP

Zone & Global Support Zone Level There is a Global and Zone Level Structure to Support District and Club Foundation Work P o l i o

District Structure District Governor DRFC Chair 8 District Subcommittee Chairs District Governor Elect Other Knowledgeable Rotarians

District Leadership District Rotary Foundation Committee Consists of: • 1 Chairperson • 8 Subcommittee chairpersons • District Governor (ex-officio member)

8 Subcommittees District Rotary Foundation Committee Chair Scholarships Polio. Plus Group Study Exchange Alumni Grants Rotary World Peace Fellowships Annual Giving Permanent Fund

District Leadership DRFC Chairperson • 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 Leadership DRFC 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

Effective clubs are able to Sustain and Increase Membership Implement Successful Service Projects Support The Rotary Foundation Club Leadership Plan Develop Leaders Beyond the Club Level

Club Board Club Public Administration Relations Assistant Governors Public Relations Committee Membership Development Committee Service Projects The Rotary Foundation District Programs Committees The District Foundation Committee District Support of the Club Leadership Plan

What does the Club do to support TRF? March–April: Contact your district governor-elect to discuss enhancing 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 year July: 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]

Resources For Clubs: EREY Success Booklet [958 -EN] http: //www. rotary. org/RIdocuments/en_pdf/958 en. 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/Page s/ridefault. aspx Club Foundation Chair Foundation Area Coordinators [D 7430] Assistant Governors Chair, Annual Giving on the DRFC

The Rotary Foundation of Rotary International Questions?