Rotary Foundation District Assembly Presentation

Report
THE ROTARY FOUNDATION
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?”
“ The Foundation is overwhelming!”
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 …
Some Positive
• Our club supports and gives generously
• Giving to TRF is a big part of our culture
Some Negative
Move to
here
• We HATE asking for money!
• Don’t see the real benefit
• Would rather support other charities
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
$1,000
Donor
Typical Charitable
Organization
$100
Fundraising
$840
to
Projects
$60
Management
lost to “Friction”
• Givers have no direct input on projects undertaken
• ~ 16%
Source: Forbes.com
Rotary Foundation Is Unique
$1,000
Donor
The Rotary
Foundation
$0
Fundraising
$1,000
to
Projects
$0
Management
No “Friction” loss
• Givers have direct input on many projects undertaken
•
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!
The Foundation Is …
… Local projects to help those in need
The Foundation Is …
… Near-eradication of an endemic crippling disease
…to this
1985
2012
From this …
WHAT DO I NEED TO DO?
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?
Foundation made of Three Funds
Rotary Foundation
Annual
Fund
Permanent
Fund
PolioPlus
Fund
~$400mm
~$242mm
~$141mm
• Annual Programs Fund (APF) … Supported by annual giving
• Permanent Fund … Endowment Fund - principal not touched
• PolioPlus Fund … Funds for Polio eradication … nothing else
Each Fund uses separate investment
guidelines & objectives
Annual Programs Fund (APF)
Rotary Foundation
Annual
Fund
~$400mm
Permanent
Fund
PolioPlus
Fund
~$242mm
~$141mm
• Primary Fund for the Foundation’s work
• Relies totally on annual giving
• Works on a three-year cycle to cover admin costs
Annual Programs Fund (APF)
2007-08 ~$114.8mm
Annual
Fund
~$400mm
Rotary Foundation
Permanent
Fund
PolioPlus
Fund
~$242mm
~$141mm
2010-11 ~$114.2mm
• Primary Fund for the Foundation’s work
• Relies totally on annual giving
• Works on a three-year cycle to cover admin costs
Permanent Fund
Rotary Foundation
Annual
Fund
~$400mm
Permanent
Fund
PolioPlus
Fund
~$242mm
~$141mm
• The Foundation’s Endowment Fund
• Principal untouched … spending = earnings only
• Key to Foundation’s future
Permanent Fund
Rotary Foundation
~$50mm
Annual
Fund
~$400mm
Permanent
Fund
PolioPlus
Fund
~$242mm
~$141mm
~$16mm
•
•
•
•
The Foundation’s Endowment Fund
Principal untouched … spending = earnings only
Key to Foundation’s future
Critical to mark “Share” on contribution!!
PolioPlus Fund
Rotary Foundation
Annual
Fund
~$400mm
Permanent
Fund
PolioPlus
Fund
~$242mm
~$141mm
• Dedicated solely to polio eradication
• Big Boost from Bill & Melinda Gates Foundation
• Safe, short-term investment focus
PolioPlus Fund
Rotary Foundation
Annual
Fund
~$400mm
~$80mm
Permanent
Fund
PolioPlus
Fund
~$242mm
~$141mm
~$80mm
• Dedicated solely to polio eradication
• Big Boost from Bill & Melinda Gates Foundation
• Safe, short-term investment focus
Where the Money Goes
Rotary Foundation
Annual
Fund
~$114.2mm
Permanent
Fund
PolioPlus
Fund
~$16mm
~$78mm
Humanitarian & Education Grants
• Global Grants
• District Grants
• Vocational Training Teams
• Scholarships
Polio Eradication
Where the Money Goes
Rotary Foundation
Annual
Fund
~$114.2mm
Permanent
Fund
PolioPlus
Fund
~$16mm
~$78mm
Humanitarian & Education Grants
• Global Grants
• District Grants
• Vocational Training Teams
• Scholarships
Polio Eradication
Key Takeaway … now 12%
of total and growing
Your Contribution at Work
Year 2: Funds invested
Year 1: Contributions to APF
three years
Year 3: After 3rd year, split
between DDF and World Fund
50% – DDF
• Global Grants
• District Grants
• Scholarships
• VTTs
50% – World Fund
• Global Grants
•Scholarships
•VTTs
Your Contribution at Work
~$400,000
Year 2: Funds invested
Year 1: Contributions to APF
three years
Year 3: After 3rd year, split
between DDF and World Fund
~$200,000
~$200,000
50% – DDF
50% – World Fund
• Global Grants
• District Grants
• Scholarships
• VTTs
• Global Grants
•Scholarships
•VTTs
Other “Common” Programs …
• Your giving makes these happen …
– Vocational Training Teams
– Scholarships
– District Grants
– Global Grants
• No giving … these don’t happen!
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 …
The three Funds we’ve
discussed
… leads you to
“Member Access”
Online Giving
“Contribute” page on Rotary.com …
… or give directly to a
specific project …
… leads you to
“Member Access”
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
– Multiple Paul Harris
$1,000 cumulative to APF
Each additional $1,000
• Other APF Recognitions
– Major Donor
– White Hat Society
– Sustaining Member
> $10,000
$5,000 in a year
$100+ in a year
• Permanent Fund Recognition
– Bequest Society
– Benefactor
$10,000 +
$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

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