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Sixth RI President Arch C. Klumph established The Rotary Foundation as an endowment in 1917. The Rotary Foundation was formally named in 1928 and awarded

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Page 1: Sixth RI President Arch C. Klumph established The Rotary Foundation as an endowment in 1917. The Rotary Foundation was formally named in 1928 and awarded
Page 2: Sixth RI President Arch C. Klumph established The Rotary Foundation as an endowment in 1917. The Rotary Foundation was formally named in 1928 and awarded

Sixth RI President Arch C. Klumph established The Rotary Foundation as an endowment in 1917.

The Rotary Foundation was formally named in 1928 and awarded its first grant in 1929

Following Paul Harris’s death in 1947- US$1 million18 International Graduate Scholarships

1957 - the Foundation began recognition of individuals as PHFs.

1965 - Group Study Exchange program.Matching Grants projects

1978 -Health, Hunger and Humanity (3-H) Grants program1985 - For Rtns, peace is more than a word . It’s a philosophy.

PolioPlus program was launched in 1985.

The Rotary Foundation— Milestones in Building Better Lives

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Page 3: Sixth RI President Arch C. Klumph established The Rotary Foundation as an endowment in 1917. The Rotary Foundation was formally named in 1928 and awarded

2007 年地域扶輪基金協調人研習會2007 Regional Rotary Foundation Coordinators' Institute

3-9 March The Doubletree Hotel, Skokie, USA

Page 4: Sixth RI President Arch C. Klumph established The Rotary Foundation as an endowment in 1917. The Rotary Foundation was formally named in 1928 and awarded

HistoryHistory2001-022001-02 / the United States and Canada• TRF established the approved

structure of three senior volunteer leaders:

1. Regional Rotary Foundation Coordinator (RRFC)

2. Annual Program Fund Strategic Advisor (APFSA)

3. Major Gift Advisor (MGA)2005-062005-06• To expand this structure to all zones

and districts.

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Page 5: Sixth RI President Arch C. Klumph established The Rotary Foundation as an endowment in 1917. The Rotary Foundation was formally named in 1928 and awarded

The Structure of Senior Volunteer Leaders The Structure of Senior Volunteer Leaders

RRFCRRFC

APFSAAPFSA MGAMGA RFACRFAC

DG DG

DGE DGE

Assistant GovernorAssistant Governor

DRFCCDRFCC

AGSCCAGSCC

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Page 6: Sixth RI President Arch C. Klumph established The Rotary Foundation as an endowment in 1917. The Rotary Foundation was formally named in 1928 and awarded
Page 7: Sixth RI President Arch C. Klumph established The Rotary Foundation as an endowment in 1917. The Rotary Foundation was formally named in 1928 and awarded

Bhichai Rattakul

Robert S. Scott“I worked closely with Chairman Bhichai when he developed these goals, and I strongly support all of them,”

Page 8: Sixth RI President Arch C. Klumph established The Rotary Foundation as an endowment in 1917. The Rotary Foundation was formally named in 1928 and awarded

1.1.根除小兒痲痺是真實的 根除小兒痲痺是真實的 Polio eradication is Polio eradication is realisticrealistic

2.2.每位扶輪社員,每年每位扶輪社員,每年 -- 實現一份承諾實現一份承諾EREY - EREY - A promise to be fulfilledA promise to be fulfilled

3.3.扶輪國際研究和平與解決衝突中心-扶輪國際研究和平與解決衝突中心-和平是可能的 和平是可能的 Rotary Centers for International Rotary Centers for International Studies in peace and conflict resolution - Studies in peace and conflict resolution - Peace is possible!Peace is possible!

4.4.與扶輪基金前受獎人再聯繫-我們所與扶輪基金前受獎人再聯繫-我們所遺忘的資產 遺忘的資產 Reconnecting with Rotary Foundation Reconnecting with Rotary Foundation alumni - alumni - Our forgotten assetsOur forgotten assets

Page 9: Sixth RI President Arch C. Klumph established The Rotary Foundation as an endowment in 1917. The Rotary Foundation was formally named in 1928 and awarded

基金發展FUND

DEVELOPMENT

Page 10: Sixth RI President Arch C. Klumph established The Rotary Foundation as an endowment in 1917. The Rotary Foundation was formally named in 1928 and awarded

捐獻的最新消息捐獻的最新消息Contributions UpdateContributions Update

GOOD NEWS! 捷報!

30 June 2007 30 June 2006Increase

(Decrease)

年度計劃基金Annual Programs

FundUS$102,505,505 US$91,551,919 11.96%

永久基金Permanent Fund US$13,161,624 US$ 12,591,023 4.53%

限定用途基金捐獻Restricted Giving US$20,399,130 US$23,513,302 (13.24)%

TOTALS US$136,066,260 US$127,656,245 6.59%

Page 11: Sixth RI President Arch C. Klumph established The Rotary Foundation as an endowment in 1917. The Rotary Foundation was formally named in 1928 and awarded

Zone 4BDistrict Contributions, Jun-07

Dist Mem.APF

Per CapitaAnnual Giving

Restricted Giving

Permanent Fund

Total Contributions

3450 1,654 $264.53 437,525.45 206,481.00 21,500.00 665,506.45

3460 3,214 $81.75 262,759.90 35,600.00 2,000.00 300,359.90

3470 1,562 $80.67 126,000.00 10,500.00 11,000.00 147,500.00

3480 2,886 $90.78 262,000.00 57,300.00 27,000.00 346,300.00

3490 1,976 $111.86 221,031.25 94,100.00 30,000.00 345,131.25

3500 2,111 $220.89 466,300.00 72,000.00 119,000.00 657,300.00

3510 2,009 $121.88 244,850.00 24,542.10 5,000.00 274,392.10

3520 3,122 $194.85 608,324.00 86,926.00 133,100.00 828,350.00

Page 12: Sixth RI President Arch C. Klumph established The Rotary Foundation as an endowment in 1917. The Rotary Foundation was formally named in 1928 and awarded

2006-2007 2006-2007 Annual Club Banner RecognitionAnnual Club Banner Recognition

• 100% Rotary Foundation 100% Rotary Foundation Sustaining Member ClubSustaining Member Club

• Every Rotarian Every Every Rotarian Every Year (EREY)Club:Year (EREY)Club:

• Top Three in Per Capita Top Three in Per Capita Giving in the District:Giving in the District:  

• Banners will be sent out Banners will be sent out in late September to mid-in late September to mid-October 2007. Inquiries October 2007. Inquiries can be made to: can be made to: [email protected] or or [email protected]

Top Three in Annual Programs Fund Giving banners were discontinued as of 1 July 2005

Page 13: Sixth RI President Arch C. Klumph established The Rotary Foundation as an endowment in 1917. The Rotary Foundation was formally named in 1928 and awarded

保羅保羅‧‧哈理斯協會哈理斯協會THE PAUL HARRIS SOCIETYTHE PAUL HARRIS SOCIETY

行善全世界Doing Good in the World

•At the PHF luncheon at the Salt Lake City Convention•the Foundation presented PDG Wayne Cusick (D5340)-the founder of the PHS.

We are happy to report that 175 Districts now have Paul Harris Societies with over 4,300 members worldwide.

Page 14: Sixth RI President Arch C. Klumph established The Rotary Foundation as an endowment in 1917. The Rotary Foundation was formally named in 1928 and awarded

國際扶輪第 4 地帶〝第一百萬位保羅‧哈理斯之友〞

One Millionth Paul Harris Fellow

• D3460 Rtn. Dr. Derm Wong• 3460 地區豐原扶輪社王榮祿社友 DERM 獲此殊榮

Page 15: Sixth RI President Arch C. Klumph established The Rotary Foundation as an endowment in 1917. The Rotary Foundation was formally named in 1928 and awarded

第一個 100% 巨額捐獻扶輪社the first 100% Major Donor Club

• RI President Boyd and Foundation Trustee Chair Giay honoring the first 100% Major Donor Club, the Rotary Club of Kowloon East.

• 接受 RI 社長白義德與扶輪基金保管委員會主委季愛雅所頒贈的證書以榮耀九龍東區扶輪社成為第一個百分百鉅額捐獻人扶輪社。

Page 16: Sixth RI President Arch C. Klumph established The Rotary Foundation as an endowment in 1917. The Rotary Foundation was formally named in 1928 and awarded

季愛雅讚美九龍東區扶輪社的成就。Giay praised the achievements of the Kowloon East club.

Page 17: Sixth RI President Arch C. Klumph established The Rotary Foundation as an endowment in 1917. The Rotary Foundation was formally named in 1928 and awarded

Giay then went on to issue yet another challenge to the club: to become the first the first Rotary club with 100 percent Rotary club with 100 percent membership in the Arch C. membership in the Arch C. Klumph SocietyKlumph Society.

Page 18: Sixth RI President Arch C. Klumph established The Rotary Foundation as an endowment in 1917. The Rotary Foundation was formally named in 1928 and awarded

人道獎助金計劃HUMANITARIAN

GRANTS PROGRAM

Page 19: Sixth RI President Arch C. Klumph established The Rotary Foundation as an endowment in 1917. The Rotary Foundation was formally named in 1928 and awarded

人道獎助金地區支援論壇人道獎助金地區支援論壇Humanitarian Grants District Support ForumHumanitarian Grants District Support Forum

• Beginning 1 July there is a new

resource available to those leaders

that work most closely with

Humanitarian Grants: RRFCs, DRFC

Chairs and DGSCs.

Page 20: Sixth RI President Arch C. Klumph established The Rotary Foundation as an endowment in 1917. The Rotary Foundation was formally named in 1928 and awarded

2006-07 年度獲准的獎助金Grant Approvals for Rotary Year 2006-07

Grant Program獎助金計劃

Number of Awarded

Total Grant Awards

Blane Community Immunization布萊恩社區免疫獎助金

56 US$83,486

District Simplified地區簡化獎助金

379 US$5,573,074

Health, Hunger, and Humanity (3-H)保健,防飢及人道計劃獎助金

18 US$4,704,763

Matching配合獎助金 2,008 US$21,887,048Volunteer Service義工獎助金

202 US$990,000

TOTAL合計 2,664 US$33,216,163

Page 21: Sixth RI President Arch C. Klumph established The Rotary Foundation as an endowment in 1917. The Rotary Foundation was formally named in 1928 and awarded

Reports for all grants must be received

• at least every twelve months every twelve months for the life of the project and

• within two months two months of the project’s completion.

• The names of overdue clubs will be updated on the RI Web site on a quarterly basisquarterly basis.

過期未交的報告Overdue Grant Reporting

Page 22: Sixth RI President Arch C. Klumph established The Rotary Foundation as an endowment in 1917. The Rotary Foundation was formally named in 1928 and awarded

過期未交的報告Overdue Grant Reporting

• Clubs or districts that have not reported on the use of grant funds for 21 months or more will be 21 months or more will be posted on the RI Web site. posted on the RI Web site.

• If 30 months or more 30 months or more have passed since clubs or districts reported on the use of grant funds- terminationtermination of the appropriate sponsoring clubs.

• TRF will be reviewingreviewing the status of reporting of districts and clubs on a semi-annual basison a semi-annual basis.

• Districts and clubs that are less than 70% less than 70% current and compliant with reporting requirements on two consecutive semi-annual reporting statistical analyses will be suspended from participation will be suspended from participation in the Humanitarian Grants programin the Humanitarian Grants program.

Page 23: Sixth RI President Arch C. Klumph established The Rotary Foundation as an endowment in 1917. The Rotary Foundation was formally named in 1928 and awarded

Overdue Grant Reporting ListOverdue Grant Reporting ListJuly 2007 (Updated Quarterly)

Page 24: Sixth RI President Arch C. Klumph established The Rotary Foundation as an endowment in 1917. The Rotary Foundation was formally named in 1928 and awarded

World Reporting Statistics March 2007

* Grant reporting increased by 10% and overdue grant reports were reduced by 10% between September 06 and March 07

World StatisticsSep. 2006Snapshot

Mar. 2007Snapshot

Average World Reporting Percentage

73% 82%

Total Number of Paid Grants 6264 5796

Percentage of Paid Grants which are CURRENT *

71% 81%

Percentage of Paid Grants which are OVERDUE *

29% 19%

The Trustees agreed not to suspend districts for failure to meet the reporting compliance of 70 percent until April 2008.

Page 25: Sixth RI President Arch C. Klumph established The Rotary Foundation as an endowment in 1917. The Rotary Foundation was formally named in 1928 and awarded

「為生命而檢驗」 (TFL) 健診團TEST FOR LIFE 2006

< 蒙古子宮頸癌巡迴篩檢服務 >< A mobile cervical cancer screening service in Mongolia >香港扶輪社國際服務理事 Elkie Hon , September 6, 2006

Page 26: Sixth RI President Arch C. Klumph established The Rotary Foundation as an endowment in 1917. The Rotary Foundation was formally named in 1928 and awarded

教育計劃EDUCATIONAL PR

OGRAMS

Page 27: Sixth RI President Arch C. Klumph established The Rotary Foundation as an endowment in 1917. The Rotary Foundation was formally named in 1928 and awarded

扶輪世界和平座談會 Rotary World Peace Symposium

• Rotary World Peace Symposium, 14-16 June 2007, Salt Lake City

• 169 Rotary World Peace Fellows• 21 Rotary Peace and Conflict

Studies participants• 6 Rotary Center Host Area

Coordinators• 10 Rotary Center Directors and staff • 190 Rotarians and their guests

Page 28: Sixth RI President Arch C. Klumph established The Rotary Foundation as an endowment in 1917. The Rotary Foundation was formally named in 1928 and awarded

扶輪國際研究中心Rotary Centers for International Studies

和平推廣地區 Peacebuilder District扶輪中心先鋒地區 Rotary Centers

Pioneer Districts (2002-04 or 2003-05)US$25,001 - US$50,000 Level

• 3460 / 3500* / 3510US$50,001 - US$75,000 Level

• 3450*/ 3470* / 3490* US$75,001 - US$100,000 Level

• 3480* / 3520*

Page 29: Sixth RI President Arch C. Klumph established The Rotary Foundation as an endowment in 1917. The Rotary Foundation was formally named in 1928 and awarded

扶輪和平及衝突研究計劃Rotary Peace and Conflict Studies Program

• a short-term certificate course

• at Chulalongkorn University, Bangkok,

Thailand.

• Up to 30 participants.

• Trustee-approved applicants receive

confirmation in February and September

Page 30: Sixth RI President Arch C. Klumph established The Rotary Foundation as an endowment in 1917. The Rotary Foundation was formally named in 1928 and awarded

扶輪和平及衝突研究計劃Rotary Peace and Conflict Studies Program

• July Session, 2006-15 Participants graduated on Sep. 29, 2006

Page 31: Sixth RI President Arch C. Klumph established The Rotary Foundation as an endowment in 1917. The Rotary Foundation was formally named in 1928 and awarded

團體研究交換 Group Study Exchange

• Should the Foundation enforce

more diversified and international

partnerships for districts

participating in GSE?

Page 32: Sixth RI President Arch C. Klumph established The Rotary Foundation as an endowment in 1917. The Rotary Foundation was formally named in 1928 and awarded

THANK THANK YOUYOU