Session 3 Replenishing the Coffers THE ROTARY FOUNDATION – DISTRICT 9650 Session 3 Replenishing the Coffers

The cycle of fundraising and giving Rotary Club raises money Rotary club donates money to another charity Other charity builds reputation Other charity comes back to Rotary Club for more money

Lets grow our reputation Rotary Club raises Money Rotary Club contributes to TRF Rotary club applies for a Grant The Grant provides funding for local or international projects Reputation of the Rotary Club grows …to do good in the world

Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice.

Contribution Trends - Australia

Replenishing the Coffers Why support the Foundation? No donations 2017/18 – no District Designated Funds 2020/21. Bob’s year supports Debbie’s year. Foundation spends $300 million per year on humanitarian projects. Has to recoup to continue. Patrick Chisangra – Funds you donate are the lifeblood of projects in Africa.

Why I Support the Foundation Funds spent on projects initiated by individual Rotarians, like you & I, persuading our own clubs. Rotary Club support at recipient end – global organisation. Local Community Assessment. Sustainability experience. Overheads 8%. 5. Tax deductibility and bang for buck.

Raising the Bar Objective average US$100 per member Last year US$80 per member – 25% increase needed. Produces US$160,000 pa - US$80,000 in DDF 2021/22 And revive support for PolioPlus

Setting Goals If you fail to plan you are planning to fail – B Franklin. Each Club is begged to set Foundation Goals. Now easy on RI Website – compare 2015/16. Home Page/Menu (on left)/For members/Rotary Club Central/Goal Center(on left)/Rotary Foundation Giving. Periodically review performance against goals.

Some Statistics for our District EREY Donors 86 from 1468 members Clubs Contributing 24* from 56 Paul Harris Society Eligible Members - 3 Paul Harris Society Registered Members - 4 .

EREY Donors by District YTD, 2017-18

Confirmed Paul Harris Society Members - Region

Major Donors, Moving Annual Total Zone 7A

Bequest Society, by District, Moving Annual Total

Spot the Difference Our district – near bottom of pile for Paul Harris Society Members and Major Donors, middle for EREY. At very top of the pile for Bequests. Why the difference? Last year we ran a Million Dollar Dinner in our district. Peter Gray, Ray Smith and I plus others asked for bequests.

Charities in Australia and New Zealand have a combined total income of nearly $125b annually

Our Charity Rotary International only has one official charity.. Do you give personally to one of these? Why not give to our own charity?

Most Australians give to a Charity. On average they give to at least three charities per year. The average Australian gave $318* to Charity last year. *Source NAB Only 23% of Rotarians gave to our Charity – The Rotary Foundation Giving is tax deductible through: The Australian Rotary Foundation Trust, or Guardian Trust in New Zealand

Membership by Recognition Australia

Programs

Fundraising Programs Polio Paul Harris Society Bequest Society Centurion Program (EREY) Paul Harris Society Bequest Society Arch Klumph Society Polio

Centurion Program

The Centurion Program Entry Level Personal Engagement with The Rotary Foundation $100 per year (local currency) Annual Fund ONLY District administered Use EREY Reports to track engagement

Every Rotarian Every Year (EREY) Any Level Personal Engagement with The Rotary Foundation Any amount Annual Fund ONLY District administered Use EREY Reports to track engagement

Benefits of becoming EREY Your contribution is tax deductible Your contribution goes to the Annual Fund of The Rotary Foundation Your contribution earns Paul Harris Credit points 50% of your contribution come back to the District in 3 years to support Programs that support your Club Recognition pin Personal satisfaction of supporting our Charity

What is the Paul Harris Society? US$1,000 every year Annual Fund Polio Plus Approved Foundation grant

Recognition Materials Presented once only Usually presented at a event

Paul Harris Society Outcomes Increased spread of contributions throughout the year Wider selection pool for TRF Ambassadors Increased depth to program funding Biggest contributing Districts also have the most Society members. D9800 D9685 D9630 Increasing our ability to DO GOOD IN THE WORLD

It’s less than the cost of a cup of coffee per day! Become a Paul Harris Society member and engage with our Foundation It’s less than the cost of a cup of coffee per day!

Doing good in the world beyond your lifetime The Bequest Society Doing good in the world beyond your lifetime A Bequest Society member is an individual or couple that has made a provision in their estate plan to gift a minimum US$10,000 to The Rotary Foundation.

Recognition Material The Rotary Foundation Endowment Fund – Leaving a Legacy… To Secure Tomorrow

National Fundraising Goals 18-19 100% EREY in every Club 100 new Paul Harris Fellows per District Average of one Paul Harris Society member per Club 5 per District Minimum One AKS member per District

How to Increase support for Foundation Club Level Focus Every Rotarian Every Year - include annual report Contributions by every club – include Polio Plus District Level Committee members to focus on: Paul Harris Society Major Donors and Bequest Society

Particular Focus by Club Foundation Director Every Rotarian Every Year Address by Club Foundation Director

List circulated every meeting Sign up for Automatic Deduction Centurion Tower List circulated every meeting Sign up for Automatic Deduction

EVERY ROTARIAN EVERY YEAR   Name C/F Week 1 Week 2 Week 3 Total ………………………………………………………………………………………………………………………………………… …………………………………………………… ……………………………………………………………………………………………………………

Automatic Payments Electronic Funds Transfer to: Rotary Foundation Trust BSB 332084 Acct 551038195 Payment Reference: Donor Name and Member ID Deposit cheque St George Bank with those details Send cheque to Rotary Foundation PO Box 1415 Parramatta NSW 2124 Ring Foundation 8894 9800 with credit card details Or email Mark Anderson mark.anderson@rotary.org

Ways to give – Club Multiple Donor Form Give via your Club Club lists member & member ID on form Member gives to Club Club sends form and one cheque Australia – direct to RISPPO NZ via Guardian Trust Each member receives a tax receipt Mark this form Annual Fund Only

Questions & Comments Does anyone have any questions or comments?

Thank you for your support! The Rotary Foundation Endowment Fund – Leaving a Legacy… To Secure Tomorrow