Embed Size (px)
DESCRIPTION
T HE R OTARY F OUNDATION. D5000 District Assemblies 2013-2014. What Is Your Club’s View of the Rotary Foundation?. Wide Difference within D5000 Some clubs … $500+ per capita Other clubs … < $40 per capita Some Views … “ The money goes somewhere else!” “ Polio - aren’t we done yet?” - PowerPoint PPT Presentation
Citation preview
THE ROTARY FOUNDATION
D5000 District Assemblies2013-2014
WHAT IS YOUR CLUB’S VIEW OF THE ROTARY FOUNDATION?
Wide Difference within D5000 Some clubs … $500+ per capita Other clubs … < $40 per capita
Some Views …“The money goes somewhere else!”“ Polio - aren’t we done yet?”“ The Foundation is overwhelming!”
Some Positive• Our club supports and gives generously• Giving to TRF is a big part of our culture
Some Negative• We HATE asking for money!• Don’t see the real benefit• Would rather support other charities
MANY VIEWS …
Some Positive• Our club supports and gives generously• Giving to TRF is a big part of our culture
Some Negative• We HATE asking for money!• Don’t see the real benefit• Would rather support other charities
OUR GOAL …
Move tohere
Rotary Foundation Is Unique• Unlike Any Other Charity• Run by the volunteers who donate• Addresses greatest needs• Non-religious, political, governmental• People-to-people contacts
Without the Foundation, Rotary is a “Breakfast/Lunch/Dinner” Club
Rotary Foundation Is Unique
Typical Charitable Organization
$1,000Donor
Fundraising Management
$840to
Projects
$60$100
Source: Forbes.com
• ~ 16% lost to “Friction”• Givers have no direct input on projects undertaken
The Rotary Foundation
$1,000Donor
Fundraising Management
$1,000 to
Projects
$ 0$ 0
• No “Friction” loss• Givers have direct input on many projects undertaken
Rotary Foundation Is Unique
The Foundation Is …District Grants• Formerly “District Simplified Grants”• Primarily for local projects
Global Grants• Formerly “Matching Grants”• Requires Rotarians (Clubs or Districts) in two different
countries• Includes Humanitarian Projects, Vocational Training Team (VTT),
and Scholarships
PolioPlus• Only three countries left!
… Local projects to help those in need
The Foundation Is …
The Foundation Is …
1985
2012
… Near-eradication of an endemic crippling disease
From this …
…to this
WHAT DO I NEED TO DO?
Create a Culture
of Involvement
Not Hard to Be A “Giving” Club
• Without TRF, what are we?• Members give for a variety of reasons
• Personal Experience• To give back to community• Image Enhancement – view of being charitable• Tax deductions
• In Reality …• Reason Number One … YOU ASK THEM!!!• Reason Number Two … It makes a difference
Two Key Ways to Increased Giving
• Ask Them!– Ask every member every year– No pre-conceived amounts– Match or exceed last year’s amount?
• Show that giving makes a difference– Connect the dots!!
• Project Feedback - At meetings & Newsletter• Global Grants & Local projects w/ District Grants• Vocational Training Teams• Global Scholars
WHAT DO I NEED TO DO?
• President / Foundation Chair• Develop a Plan with Goals
– Must involve talking to members 1-on-1– Track and discuss at each Board meeting
• Build Club Awareness– Foundation Minute Each Week– Emphasize projects where $$s are spent– Provide for Meaningful Recognition
What Happens to the Money?
• Annual Programs Fund (APF) … Supported by annual giving
• Permanent Fund … Endowment Fund - principal not touched
• PolioPlus Fund … Funds for Polio eradication … nothing else
Foundation made of Three Funds
Rotary Foundation
Annual Fund
PermanentFund
PolioPlusFund
~$400mm ~$242mm ~$141mm
Each Fund uses separate investment guidelines & objectives
Annual Programs Fund (APF)
• Primary Fund for the Foundation’s work• Relies totally on annual giving• Works on a three-year cycle to cover admin costs
Rotary Foundation
Annual Fund
PermanentFund
PolioPlusFund
~$400mm ~$242mm ~$141mm
Annual Programs Fund (APF)
• Primary Fund for the Foundation’s work• Relies totally on annual giving• Works on a three-year cycle to cover admin costs
Rotary Foundation
Annual Fund
PermanentFund
PolioPlusFund
~$400mm ~$242mm ~$141mm
~$114.8mm
~$114.2mm
2007-08
2010-11
Permanent Fund
• The Foundation’s Endowment Fund• Principal untouched … spending = earnings only• Key to Foundation’s future
Rotary Foundation
Annual Fund
PermanentFund
PolioPlusFund
~$400mm ~$242mm ~$141mm
Permanent Fund
• The Foundation’s Endowment Fund• Principal untouched … spending = earnings only• Key to Foundation’s future• Critical to mark “Share” on contribution!!
Rotary Foundation
Annual Fund
PermanentFund
PolioPlusFund
~$400mm ~$242mm ~$141mm
~$50mm
~$16mm
PolioPlus Fund
• Dedicated solely to polio eradication• Big Boost from Bill & Melinda Gates Foundation• Safe, short-term investment focus
Rotary Foundation
Annual Fund
PermanentFund
PolioPlusFund
~$400mm ~$242mm ~$141mm
PolioPlus Fund
• Dedicated solely to polio eradication• Big Boost from Bill & Melinda Gates Foundation• Safe, short-term investment focus
Rotary Foundation
Annual Fund
PermanentFund
PolioPlusFund
~$400mm ~$242mm ~$141mm
~$80mm
~$80mm
Where the Money GoesRotary Foundation
Annual Fund
PermanentFund
PolioPlusFund
~$114.2mm ~$16mm ~$78mm
Humanitarian & Education Grants• Global Grants• District Grants• Vocational Training Teams• Scholarships
Polio Eradication
Where the Money GoesRotary Foundation
Annual Fund
PermanentFund
PolioPlusFund
~$114.2mm ~$16mm ~$78mm
Humanitarian & Education Grants• Global Grants• District Grants• Vocational Training Teams• Scholarships
Polio Eradication
Key Takeaway … now 12% of total and growing
• Global Grants• Scholarships
• VTTs
50% – World Fund
Year 2: Funds investedthree years
Year 3: After 3rd year, splitbetween DDF and World Fund
• Global Grants• District Grants• Scholarships
• VTTs
50% – DDF
Your Contribution at Work
Year 1: Contributions to APF
• Global Grants• Scholarships
• VTTs
50% – World Fund
Year 2: Funds investedthree years
Year 3: After 3rd year, splitbetween DDF and World Fund
• Global Grants• District Grants• Scholarships
• VTTs
50% – DDF
Your Contribution at Work
Year 1: Contributions to APF
~$400,000
~$200,000 ~$200,000
• Your giving makes these happen …– Vocational Training Teams– Scholarships– District Grants– Global Grants
• No giving … these don’t happen!
Other “Common” Programs …
HOW DO I GIVE?
Simple Ways to Give …• Give to your Foundation Director
– Ensures appropriate recognition and SHARE– Probably the easiest method
• Give directly to Rotary Foundation– Online or mail-in
• Lump sum • Monthly contributions – automatic payment
• Remember … tax-deductible– 40% overall rate … $1,000 donation costs only $600
“Direct” Giving• “Preferred” method
– Proper recognition– SHARE funds (DDF)
• 5 minutes to complete– Download online– Obtain from Foundation
Director• Can use Check, Credit
Card, or Wire Transfer• Recommend sending
via Club Foundation Director
“Direct” Giving• “Preferred” method
– Proper recognition– SHARE funds (DDF)
• 5 minutes to complete– Download online– Obtain from Foundation
Director• Can use Check, Credit
Card, or Wire Transfer• Recommend sending
via Club Foundation Director
Works for ANY fund
Online Giving“Contribute” page on Rotary.com …
… leads you to “Member Access”
Online Giving“Contribute” page on Rotary.com …
… leads you to “Member Access”
The three Funds we’ve discussed
Online Giving“Contribute” page on Rotary.com …
… leads you to “Member Access”
… or give directly to a specific project …
Online Giving … APF Choices
Only “SHARE” will generate DDF to D5000
Online Giving … Permanent Fund Choices
Only “SHARE” will generate DDF to D5000
Give to Paul Harris or The Foundation?
• Paul Harris… RECOGNITION for Giving– Paul Harris Fellow
$1,000 cumulative to APF– Multiple Paul Harris
Each additional $1,000• Other APF Recognitions
– Major Donor
> $10,000– White Hat Society
$5,000 in a year– Sustaining Member
$100+ in a year• Permanent Fund Recognition
– Bequest Society
$10,000 +– Benefactor
$1,000 +
Simple Ways to Boost Giving
• Develop a plan to talk to each member– One-on-one discussion– Participate at least at last year’s level– “Gentle” pressure … focus on education
• “Matching Points” program– Use points from club or other members– In conjunction with Foundation Month?
• Weekly “Foundation Minute”
Consider Making TRF Your First Choice
• First choice for your charitable giving?• All the reasons you know …
– The use matches our ideals as Rotarians– You have a big say in where the money goes– Lean organization – 100% goes to projects
• Easy to explain to others – “Thank you for asking, but I give my charitable
contributions to Rotary”• Your Club’s Giving last year …
– Can you improve?
WHAT DOES THE ROTARY FOUNDATION MEAN TO
ME?
It’s the Heart of Rotary
