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

2. 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.

3. 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.

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

5. 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

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

7. 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

8. 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

9. 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?

10. 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

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

12. 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)

13. 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

14. 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 members provided to TRF a minimum of $245,000+ each Rotary Year.
Resources available at:
Rotary.org/paulharrissociety

15. 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”

16. District 7610 Foundation Seminar, September 12, 2015
QUESTIONS?