District 7610 Foundation Seminar, September 12, 2015 TRF Annual Giving By: Peter Anderson, District 7610 Annual Giving Chair

RI Vision / TRF Mission Rotary International Vision – To provide a vibrant service organization of diverse community leaders who actively collaborate to improve lives locally and worldwide. The Rotary Foundation (TRF) Mission - To ENABLE Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty.

Why The Rotary Foundation? Our name is Rotary International We are Rotarians – shouldn’t The Rotary Foundation be one our charities of choice? Rotary Club monitor “on the ground” Tough reporting and checking system Charity Navigator’s highest (4-star) rating (100 out of 100) This is what allows us to do our good works.

TRF Programs Humanitarian Educational District Grants (DG) Global Grants (GG) PolioPlus Educational Vocational Training Teams (VTT) Rotary Peace Fellowships Global/District Scholarships

TRF Factoids (Data from RY2014-2015) Foundation Approved 487 District Grants ($23.8M) Foundation Approved 1078 Global Grants ($64.9M) 89 Peace Fellows and 6 Rotary Peace Centers ($3.8M) PolioPlus program awards, including PolioPlus Partners grants, totaled $123M Total $215.5M

DISTRICT 7610 ANNUAL GIVING GOALS RY2016-2017 District 7610 Foundation Seminar, September 12, 2015 DISTRICT 7610 ANNUAL GIVING GOALS RY2016-2017 100% Club Giving to Annual Fund 100% EREY District 100% SM District 100% Club Giving to Polio Plus

ANNUAL FUND GIVING OPTIONS District 7610 Foundation Seminar, September 12, 2015 ANNUAL FUND GIVING OPTIONS Annual Fund - Share Annual Fund – World Fund Annual Fund - Peace and Conflict Prevention/ Resolution Annual Fund - Disease Prevention and Treatment Annual Fund - Water and Sanitation Annual Fund - Maternal and Child Health Annual Fund - Basic Education and Literacy Annual Fund - Economic and Community Development 50% of Annual Fund-Share returns to the District after 3 three years Designate Area of Focus in Grants not when donating

District 7610 Foundation Seminar, September 12, 2015 WAYS TO GIVE Rotary Direct Recurring/automated giving: Minimum amount $10 Twofer - donate and get reward points from credit card. Promoting giving by club dues option Daily Change Jars Club Fundraisers

District 7610 Foundation Seminar, September 12, 2015 WAYS TO GIVE Incentives Use club Paul Harris points to reward a member for signing up for Rotary Direct Give points to make a PHF if Rotarian becomes a SM and remains a SM until cash equivalent to the points donated is achieved Suggestions?

TRF GIVING RECOGNITION District 7610 Foundation Seminar, September 12, 2015 TRF GIVING RECOGNITION Every Rotarian Every Year (EREY) $ 25 every year Annual Fund (SHARE) Club must also have $100 per capita Sustaining Member (SM) $100 each year Paul Harris Fellow (PHF) Cumulative $ or points = 1000 Annual Fund or Polio Plus or Approved Foundation Grants Paul Harris Society (PHS) $1000 per year as long as a Rotarian is able

Annual Programs Fund YEAR 1 Earnings pay for TRF administration 50% SHARE District Designated Fund (DDF) World Fund

Global Grants With Annual Fund Share Club $10,000* District Match TRF Match District (1:1) $10,000 Club (1:.5) $5,000 = $35,000 YEAR 3 Without Annual Fund Share Club $10,000* District Match $0 TRF Match District (1:1) $0 Club (1:.5) $5,000 = $15,000 * Does not include TRF 5% admin charge ($500)

Tips for making giving easy (cont.) Endowment Fund Outright Gifts (cash, securities, real estate, tangible personal property) Benefactor Life Income Agreements (annuities, trusts) Bequests (specific, residual, contingent) Benefactor - $1000 from estate Bequest Society - $10,000 from estate No money down

District 7610 Foundation Seminar, September 12, 2015 PAUL HARRIS SOCIETY Purpose - To identify, engage, and thank members who have the ability and desire to make substantial annual gifts that help others here at home and around the world, providing “a gift that keeps on giving.” District 7610 PHS - 245+ members provided to TRF a minimum of $245,000+ each Rotary Year. Resources available at: Rotary.org/paulharrissociety

THANK YOU FOR GIVING TO TRF District 7610 Foundation Seminar, September 12, 2015 THANK YOU FOR GIVING TO TRF Thank you for your commitment and support of Rotary’s Humanitarian and Educational programs. You truly exhibit an Admirable example of Rotary’s motto: “Service Above Self”

District 7610 Foundation Seminar, September 12, 2015 QUESTIONS?