TRF Annual Fund / Rotary Foundation Giving

By: Peter Anderson,

District 7610

Annual Giving Chair

16 September 2017

RI Vision / TRF Mission

• Rotary International Vision – To provide a vibrant service organization of diverse community leaders who actively collaborate to improve lives locally and worldwide.

• The Rotary Foundation (TRF) Mission - To ENABLE Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty.

Why The Rotary Foundation?

• Our name is Rotary International

• We are Rotarians – shouldn’t The Rotary Foundation be one our charities of choice?

• Rotary Club monitor “on the ground”

• Tough reporting and checking system

• Charity Navigator’s highest (4-star) rating (100 out of 100)

• This is what allows us to do our good works.

TRF Factoids (Data from RY2015-2016)

• Foundation Approved 494 District Grants ($25.5M)

• Foundation Approved 1165 Global Grants ($76M)

• 89 Peace Fellows and 6 Rotary Peace Centers ($3.8M)

• PolioPlus program awards, including PolioPlus Partners grants, totaled $123M

• Total $215.5M

DISEASE PREVENTION AND TREATMENT

Rotary Year 2015-2016

378 Grants $27.0 Million

WATER AND SANITATION

Rotary Year 2015-2016

272 Grants $18.9 Million

BASIC EDUCATION AND LITERACY

Rotary Year 2015-2016

173 Grants $10.3 Million

ECONOMIC AND COMMUNITY DEVELOPMENT

Rotary Year 2015-2016

165 Grants $9.2 Million

MATERNAL AND CHILD HEALTH

Rotary Year 2015-2016

93 Grants $6.9 Million

PEACE AND CONFLICT /PREVENTION/RESOLUTION

Rotary Year 2015-2016 • 84 Grants

• $3.7 Million (not including

Peace Fellows)

• Rotary Peace Fellows

$60K two year fellowship

to a Rotary Peace Center

100 Peace Fellows/Year

• 6 Rotary Peace Centers

Duke University &

University of North Carolina

at Chapel Hill, North Carolina

University of Bradford,

West Yorkshire, England

Chulalongkorn University,

Bangkok, Thailand

International Christian

University, Tokyo, Japan

University of Queensland

,Brisbane, Australia

Uppsala University,

Uppsala, Sweden

TRF RECOGNITION

• EREY– $25 per member to Annual Fund Share

• EREY Club– $25 per member w/ $100 per capita) to Annual Fund Share

• Sustaining Member - $100 to Annual Fund Share

• PHF - $1000 or 1000 PHF points or combination of both to the Annual Fund or Polio Plus

• PHS - $1000 annual to the Annual Fund or Polio Plus

ANNUAL FUND GIVING OPTIONS

• Annual Fund - Share

• Annual Fund – World Fund

• Annual Fund - Peace and Conflict Prevention/ Resolution

• Annual Fund - Disease Prevention and Treatment

• Annual Fund - Water and Sanitation

• Annual Fund - Maternal and Child Health

• Annual Fund - Basic Education and Literacy

• Annual Fund - Economic and Community Development

50% of Annual Fund-Share returns to the District after 3 three years

Designate Area of Focus in Grants not when donating

SHARE

District Designated Fund (DDF) World Fund

Earnings pay for

TRF

administration

Annual Programs Fund

YEAR 1 YEAR 2 YEAR 3

Global Grants

YEAR 3

Club $10,000 District Match

$10,000

TRF Match

District (1:1) $10,000

Club (1:.5) $5,000

= $35,000

Club $10,000 District Match

$0

TRF Match

District (1:1) $0

Club (1:.5) $5,000

= $15,000

With Annual Fund Share

Without Annual Fund Share

ANNUAL FUND SHARE GIVING

• Unrestricted

• Determines club per capita, EREY, and Sustaining Member status

• Determines availability of funds for TRF programs 3 years hence

TIPS FOR ENCOURAGING GIVING

• Use stories to introduce members to the Foundation and inspire support.

• Share your project experiences,

• Invite a beneficiary or participant to talk about

how their life has been changed or a donor to

share why they made a gift.

• Focus on one beneficiary

Take the listener on a journey with colorful details

Involve the listener

• Include a call to action

TIPS FOR MAKING GIVING EASY

• Recurring/automated giving: ROTARY DIRECT

• Promoting giving by club dues option

• Club Fundraisers

• Daily Change Jars

• Rotary Direct –Automated Deductions

• Suggestions?

DISTRICT 7610 ANNUAL GIVING GOALS RY2017-2018

• Polio Plus – $1500

• Every Rotarian contributes to TRF- during the Rotary year: Annual Fund, PolioPlus Fund, approved global grants, or Endowment Fund.

• Attain a minimum Annual Fund contribution to TRF of $150 per capita

Thank you for your commitment and support of Rotary’s Humanitarian and

Educational programs.

You truly exhibit an

Admirable example of

Rotary’s motto:

“Service Above Self”

THANK YOU FOR GIVING TO TRF

QUESTIONS?