1. Presentation to Australia District Convention, Adelaide 26 August 2016
Foundation Assistance for ‘Enhancement of Awareness of Kiwanis brand in Australia’
Lt Governor Presentation
Overview of Foundation and benefits to Clubs and Members
Seek support for Foundation programs and activities

2. Introduction
Presentation focus on District and Foundation roles and strategies including:
Overview of Foundation
District and Foundation strategies
Foundation and Club relationships and mutual benefits
Foundation programs
Next Steps
Presentation focus on District and Foundation roles and strategies:
Overview of Foundation
District and Foundation Strategies
Foundation and Club relationships and mutual benefits
Foundation programs
Next steps

3. Key Factors Established by District and operating since October 2013
Not-for-Profit public ancillary fund for public charitable purposes
Company limited by guarantee
ATO endorsed as - ‘Deductible Tax recipient’ (DGR); and Income Tax Exempt Fund
Must meet Australian Charities and Not-for-Profits Commission (ACNC) governance requirements
Trust Deed and Constitution registered with ATO and ACNC
Key Factors
Established by KAD February 2013
Not-for-Profit public ancillary fund for public charitable purposes
Company limited by guarantee
Trust Deed and Constitution registered with ATO and ASIC
ATO endorsed as - Discretionary Investment Trust; ‘Deductible Tax recipient’ (DGR); and Income Tax Exempt Fund
Must meet Australian Charities and Not-for-Profits Commission (ACNC) and ASIC governance requirements

4. Foundation Purposes
Provide or apply money or benefits to District or Foundation approved Eligible Projects for Eligible Entities where:
Eligible Projects – are consistent with Kiwanis International Objects and approved by District Board
Eligible Entities – are charitable at law and an ATO approved tax ‘Deductible Gift Recipient’ operating in Australia
Foundation Purposes
Provide or apply money or benefits to KAD or Foundation approved Eligible Projects for Eligible Entities where:
Eligible Projects – are consistent with Kiwanis International Objects and approved by KAD Board
Eligible Entities – are charitable at law and an ATO approved tax ‘Deductible Gift Recipient’ operating in Australia

5. Foundation Governance
Operates as a company supporting District - 2 way liaison
Five Directors (all active Kiwanians & satisfy ATO requirements)
100% value donations - all administrative costs met by District
Statutory reporting requirements (ATO, ASIC, ACNC)
Governance
five Directors (all active Kiwanians who satisfy ATO requirements)
Foundation receives donations in two bank accounts:
Eligible Projects Fund - Club donations
Gift Fund - tax deductible public, corporate and individual Kiwanis member donations
statutory reporting requirements (ATO, ASIC, ACNC) and two-way liaison with KAD
100% value of donations as all administrative expenses met by KAD

6. Foundation Fund Raising
2016/17 involves investment earnings from various programs including:
District $10,000 grant
Voluntary Annual Club Gift Program
District Recognition Programs (implementation progressing)
Club and member, public and corporate donations
Bequests
Where funds held in perpetuity and Investment only earnings used for future or potential grant making purposes
Fund Raising
2015/16 involves investment earnings from various programs including:
KAD $10,000 grant
Voluntary Annual Club Gift Program
KAD Approved Recognition Programs (implementation progressing)
Club and member, public and corporate donations
Bequests
Where funds held in perpetuity and Investment only earnings used for future grant making purposes

7. District Eligible Projects and Capital Investment Funds
District Eligible Projects - Donations paid to recipients
HeartKids Australia ‘Grants-in-Aid
Eliminate - MNT (private donations)
Ad-hoc (such as natural disasters)
Capital Investment Funds - Donations held in perpetuity and invested (interest earnings used for grant making)
District Grant
Club Annual Gifts
Past Governors’ Annual Gifts
District Recognition Programs
Rising Sun Honour
Kiwanis Australia Fellowship (available shortly)
Kiwanis Australia Foundation Fellowship
Memorial Fellowship (and Memorial Gifts)
Bequests
Ad-hoc tax deductible Club member, public or corporate donations

8. District Strategies
Introduction of new Foundation in 2013 where
1st year and development
District provided $10,000 grant seed funding
Develop and introduce recognition programs
Project funds expected to be available
Service programs to children a District priority where
More Club development of ‘their’ signature projects
Increased Club participation in HeartKids support (national and local programs)

9. District Strategies 2013-18 Enhance the Kiwanis image and brand
A new, additional District Public Relations and Media strategy adopted in 2016 and an appointment made where the Mission is:
‘provide District with a strengthened membership base and a sustainable future
by creating by creating a public consciousness via community outreach, media
awareness, corporate partnerships and sponsorships’.

10. Foundation Benefits to Clubs
Potential to assist Clubs’ fund raising from individual Club members, public and corporate for both current and future new Eligible Projects for Eligible Entities developed by District or Clubs where:
Projects are consistent with Kiwanis International Objects and approved by KAD
Entities – are charitable at law and an ATO approved tax ‘Deductible Gift Recipient’ operating in Australia
Approved projects attract income tax deductions - assists to:
Benefits to Clubs
Potential to assist Clubs’ fund raising from individual Club members, public and corporate for both current and future new Eligible Projects for Eligible Entities developed by Clubs where:
Projects are consistent with Kiwanis International Objects and approved by KAD
Entities – are charitable at law and an ATO approved tax ‘Deductible Gift Recipient’ operating in Australia
Approved projects attract income tax deductions - assists to:

11. Foundation Benefits to Clubs
Enhance awareness of Kiwanis brand in your local community
Offer opportunities for potential membership growth
Promote belonging to reputable global organisation of volunteers supporting national and local programs
Increase publicity of new Club projects in ‘Australian Kiwanian’ – sharing your experiences with other Kiwanians and the public
Offer ‘point of reference’ benefits to social media users as prospective donors – as has been done with Mothers’ Day MNT Appeal
Benefits to Clubs (cont)
Increase awareness of Kiwanis in your local community and service projects
Offer opportunities for membership growth – either full membership or as a ‘Friend of Kiwanis Australia’
Promote belonging to reputable global organisation of volunteers supporting national and local programs
Source external funding for approved new projects
Increase publicity of new Club projects in ‘Australian Kiwanian’ – sharing your experiences with other Kiwanians and the public
Offer ‘point of reference’ benefits to social media users to prospective donors – such as Mothers’ Day MNT Appeal

12. Club Assistance to Foundation
Continue to provide ongoing donations for the HeartKids ‘Grants-in-Aid’ program
Clubs to develop ‘their signature’ project or support future District programs that give ‘priority to increasing services to children’
Make voluntary Annual Club gift to the Foundation for investment purposes only
Support District’s new Recognition Programs
Club Assistance to Foundation
Continue to provide ongoing donations for the HeartKids ‘Grants-in-Aid’ program
Make voluntary Annual Club gift to the Foundation for investment purposes only
Support District’s new Recognition Programs

13. Foundation Programs Support is sought for the following:
Rising Sun Honour
Kiwanis Australia Fellowship (available shortly)
Kiwanis Australia Foundation Fellowship
Memorial Fellowship (and Memorial Gifts)
Club Annual Gifts
Bequests
ad-hoc tax deductible Club member, public or corporate donations

14. Next Steps Proposal put to District yesterday -
‘To establish a Foundation Development Advisory Group comprising’:
Foundation Directors
District Board member
One other representative and
Co-opting District PR and Media Officer (as required)
to review how best to ‘enhance awareness of the Kiwanis brand in Australia based existing and potential future District and Foundation strategies
Advisory Group to initially prepare Terms of Reference for District Board review at is late September/early October meeting’

15. Do you have any questions?
Question Time
Do you have any questions?
Question Time
Do you have any questions?