1. The Rotary Foundation My My My Foundation – My Charity of Choice

2. Overview of the Foundation Review of Each Sub-Committee Educate – Communicate - Participate AGENDAAGENDA

3. Sub- committees The Rotary Foundation Regional Rotary Foundation Coordinators Regional Rotary Foundation Coordinators District Governor Immediate PDG DGE Rotary Foundation Committee Rotary Foundation Committee Drew Lamont / John Stoddart Grants Brenda Tyson Annual Giving Richard Kraemer Scholarships Don Lowry Planned Giving / Permanent Fund Gillian Taylor Polio-Plus Sally Schilds Alumni Nonie Buski World Peace Fellowship Brent Collingwood District 5370 Paul Harris Society Paul Moulton Group Study Exchange David Taylor Committee Chair

4. Thank You Last year, clubs: Pledged $269,445 to the Annual Programs Fund $299,229111% Achieved $299,229 or 111% of goal Average per capita of $124.83 Restricted Giving $174,509.34 Permanent Fund $2,643.51 $476,382.21 Total Giving in 2009-10 $476,382.21

5. District Designated Funds - History Contribution Year CollectedAmount of DDF (after 3 years) $158,690 2006-07$317,193$158,690 2007-08$378,438$189,219 2008-09$280,784$140,392 2009-10$299,229$149,614 WHAT A DIFFERENCE A DONATION MAKES!

6. Rotary Goals & Objectives Mission The Mission of The Rotary Foundation of Rotary International is to enable Rotarians to advance world understanding, goodwill and peace through the improvement of health, the support of education and alleviation of poverty.

7. District Foundation Committee: “Helping Rotarians doing good in the world.” Mission Statement

8. 50% goes to World Fund SHARE - How it Works The Rotary Foundation Invests for 3 years The Rotary Foundation Invests for 3 years Contributions to Annual Programs Fund Contributions to Annual Programs Fund 50% back to the District as District Designated Funds 50% back to the District as District Designated Funds

9. 2009 - 2010 Ambassadorial Scholarships World Peace Fellowships (World Fund) Grants Group Study Exchange (World Fund) International / Local Humanitarian Aid Alumni Polio-Plus PROGRAMSPROGRAMS

10. Ambassadorial ScholarshipsAmbassadorial Scholarships – to students who serve abroad as ambassadors of goodwill to improve international understanding – up to US$27,000 Committee Chair – Richard Kraemer: RC Edmonton - Northeast SCHOLARSHIPSSCHOLARSHIPS

11. Bruce McRae – Harvard Full year Ambassadorial Scholar -sponsored by the Rotary Club of Edmonton Downtown Recipient for 2009 - 2010 Year CURRENT RECIPIENTS Heather Sarsons – London School of Economics Full Year Ambassadorial Scholar - sponsored by the Rotary Club of Lloydminster

12. Masters Degree - US$50,000 2 year Fellowship Professional Development Certificate - US$11,000 3 months intensive studies These programs are funded through the World Fund Committee Chair – Nonie Buski: RC Edmonton - Mayfield World Peace Fellowships

13. GROUP STUDY EXCHANGE Funded from the World Fund 2009-2010 partner country: Australia Team Leader is Rotarian Linda Robertson – RC of Edmonton Northeast Dates: Outgoing: February 11 - March 22, 2011 Incoming: May 18 - June 22, 2011 Committee Chair- Paul Moulton RC of St. Albert

14. Matching GrantsMatching Grants – District and the Rotary Foundation to assist in funding international humanitarian service projects. District Directed Funds (DDF) are available for matching with a maximum of US$15,000.00 per Club. District Simplified GrantsDistrict Simplified Grants – support the service activities or humanitarian endeavors of Rotarians. These funds can be used for either local or international projects. They are maximum 20% of the DDF. This year’s amount is $37,906 with a maximum of C$2,000.00 per Club. GRANTSGRANTS

15. Information and forms are available on the District website GRANTSGRANTS Committee Chair Matching Grants Drew Lamont, RC of Grande Prairie Swan City Committee Chair District Simplified Grants John Stoddart, RC of Camrose Daybreak

16. TANGIBLE BENEFITS International humanitarian aid projects –Polio Plus Partners –Ecuador water project –Surgery Ecuador –Water and Sanitation in Sir Lanka –Learning Centre in Brazil –District 5370 Belize Literacy Program (3-H Grant)

17. Annual Programs FundAnnual Programs Fund – This is the essence of the “Every Rotarian Every year” initiative. We encourage all Rotarians to be sustaining members (giving US$100 every year for 10 years). District Pledge for 2010-2011 is $253,866. Last year’s end result was $299,229! Committee Chair: Brenda Tyson, RC Edmonton Northeast SOURCES OF FUND SUPPORT

18. Permanent Fund / Planned GivingPermanent Fund / Planned Giving – Through Wills, estate, insurance, stocks, etc. Permanent Fund monies are never spent but invested, and interest earned each year goes to the Annual Programs Fund. Two levels of giving: Benefactor - US$1,000 in your will. Receive “wings”. Bequest Society - minimum of US$10,000 Committee Chair: Don Lowry, RC of Sherwood Park SOURCES OF FUND SUPPORT

19. PolioPlus Committee In keeping our promise to eliminate Polio from the world we have immunized over 2 billion children. In one day over 100 million children were immunized. We have to eliminate polio from the remaining 4 countries in the world where it is found. Funding the Bill and Melinda 200 Million Dollar matching grant challenge with at least $2,000.00 generated from the public in each club for 3 years (2009 – 2012). Committee Chair: Gillian Taylor, RC of Stony Plain

20. Achieving our Goal Initiatives in 2010 – 2011 to achieve our goal –Increasing membership in District 5370 Paul Harris Society –Having more Rotarians use TRF-Direct (donating funds regularly from their Bank Account or Credit Card) –Encouraging Rotarians to become Sustaining Members –Funding the Bill and Melinda 200 Million Dollar matching grant challenge with at least $2,000.00 from each club

21. The Paul Harris Society is a special district recognition program designed for Rotarians who wish to support the Rotary Foundation in a more substantial way each year. Recognizes individual donors who make a commitment to contribute a minimum of US$1,000 per year to the Annual Programs Fund, Polio Plus and Polio Plus Partners, or the Humanitarian Grants Program. Currently over 80 members in the District Committee Chair: Brent Collingwood, RC Edmonton Riverview The Paul Harris Society

22. A new, convenient way is now available for you to make regular contributions to The Rotary Foundation – through TRF-Direct. Simply fill in how much you would like deducted from your chequing or savings account or from your credit card. Indicate frequency: monthly, quarterly, bi-annually, annually. Mail it in to The Rotary Foundation, and you are all set! Form is available on the District website under Foundation. TRF-DIRECTTRF-DIRECT

23. Complete the TRF-Direct form and mail to: The Rotary Foundation Annual Giving, FN500 One Rotary Center 1560 Sherman Avenue Evanston IL 60201-3698 USA OR MAKING A DONATION

24. Send a cheque to The Rotary Foundation Canada Box B9322 P.O. Box 9100, Postal Station F Toronto, Ontario M4Y 3A5 * Please include the appropriate form MAKING A DONATION

25. Alumni Basics  Former Ambassadorial Scholars  Former Rotary World Peace Fellows  Former GSE Team members and leaders  Former recipients of a University Teachers Grant Who are Foundation Alumni?

26. Alumni Basics  Former Rotary Volunteers who have received a grant from the Foundation  Former Discovery Grant recipients  Former Individual Grant recipients Who are Foundation Alumni?

27. 118,000 Total Alumni (approximate for Oct. 2010)  42,000 are Ambassadorial Scholars  69,000 are GSE members  18% of Rotarians are alumni How many Foundation Alumni are there?

28. Rotarian Actions Actions clubs can take  Invite Alumni to join your club  Ask Alumni to speak to your club  Invite Alumni to serve on Selection committees  Invite Alumni to help with Foundation Presentations  Invite Alumni to work on service projects

29. FAMOUS QUOTE “ Generosity is giving more than you can, and pride is taking less than you need.” Kahlil Gibran

30. Thank you for your support of the Rotary Foundation Further Information is available on our District Website Call or email David Taylor, District 5370 Foundation Committee Chair at either (780) 672-2829 or e-mail at david@rtntaylor.comdavid@rtntaylor.com THANK YOU