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

2. 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

3. 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

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

5. Contribution Trends - Australia

6. 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.

7. 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.

8. 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

9. 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.

10. 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 .

11. EREY Donors by District YTD, 2017-18

12. Confirmed Paul Harris Society Members - Region

13. Major Donors, Moving Annual Total Zone 7A

14. Bequest Society, by District, Moving Annual Total

15. 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.

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

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

18. 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

19. Membership by Recognition Australia

20. Programs

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

22. Centurion
Program

23. 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

24. 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

25. 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

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

27. Recognition Materials
Presented once only
Usually presented at a event

28. 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

29. 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!

30. 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.

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

33. 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

34. 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

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

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

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

41. Automatic Payments
Electronic Funds Transfer to:
Rotary Foundation Trust BSB Acct
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 with credit card details
Or Mark Anderson

42. 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

43. Questions & Comments
Does anyone have any questions or comments?

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