Rtn ANN EKDAWY -PHF

TRF Funding and Share System

Rotary Foundation Team

D2451 RY 2015-16

Home Club

RC of Alex. El Nozha

MISSION STATEMENT

The mission of The Rotary Foundation is to

enable Rotarians to advance world

understanding, goodwill, and peace

through the improvement of health, the

support of education, and the alleviation of

poverty.

CHAIR OF TRUSTEE

Gary C.K. Huang JOHN KENNY Ahmed Saada

BINGO

JOHN KENNY

CHAIR-ELECT 2013-14

ROTARY CLUB OF GRANGEMOUTH

SCOTLAND

DATE OF TRF FOUNDING

1917

1928

1947

At the 1917 convention, outgoing RI President

Arch C. Klumph proposed to set up an endowment

“for the purpose of doing good in the world.”

In 1928, it was renamed The Rotary Foundation,

and it became a distinct entity within Rotary

International

The Foundation made its first gift of $500

to the International Society for Crippled

Children.

19 29

FIRST FOUNDATION PROGRAM

LAUNCHED

Rotary Peace Centers

Ambassadorial Scholarships

GSE

Rotary founder Paul Harris died in1947,

contributions began pouring in to Rotary

International, and the Paul Harris Memorial

Fund was created to build the Foundation.

First foundation program was launched,

Fellowships for Advance Study, later known as

Ambassadorial Scholarships.

19 47

. Three programs were launched:

1. Group Study Exchange,

2. Awards for Technical Training, and

3. Grants for Activities in Keeping with the

Objective of The Rotary Foundation, which

was later called Matching Grants.

Rotary introduced the Health,

Hunger and Humanity (3-H) Grants.

The first 3-H Grant funded a project

to immunize 6 million Philippine

children against polio.

1965-

1966 1978

The PolioPlus program was

launched to eradicate polio

worldwide

Rotary Peace Fellowships

.

1985 1987↓

1988

New district, global, and packaged grants

enable Rotarians around the world to

respond to the world’s greatest needs.

20 13

Packaged Grants

cancelled starting

October 2014

20 14

TRF

Programs

Grants

RF Global Grants

15,000-200,000

District Grants

Polio

Contributions

WHEN DO WE SUBMIT OUR FUNDING

GOALS

July of the same RY

April of the previous RY

November of the same RY

ANNUAL FUND GOALGOAL SETTING

WHEN ?

Each club president-elect is asked to submit the Fund Development

Club Goal Report Form to the district governor-elect at the presidents elect training seminar.( PETS)

DEAD LINE: 30th of April .. Online

HOW MUCH?

The goal should be attainable yet challenging and represent an increase in giving from the previous year.

Clubs are encouraged to meet or exceed the minimum US$100 per capita goal.

All Annual Fund contributions count toward the club’s and district’s goal.

he 2012-13: Worldwide EREY fundraising goal (Annual Fund goal) is US$120 million.

2 0 1 2 R E G I O N A L R O T A R Y F O U N D A T I O N C O O R D I N A T O R

I N S T I T U T E

https://drive.google.com/file/d/0Bwy4E3Oh8HQaNlRDY0hCZ

FBEWFE/view?usp=sharing

Rotary ideas (crowd sourcing platform) : ideas.rotary.org

4 videos to show you how to send your projects:

https://drive.google.com/folderview?id=0Bwy4E3Oh8HQaMH

Y3WWU2OVdOLUE&usp=sharing

2 0 1 2 R E G I O N A L R O T A R Y F O U N D A T I O N C O O R D I N A T O R

I N S T I T U T E

2 0 1 2 R E G I O N A L R O T A R Y F O U N D A T I O N C O O R D I N A T O R

I N S T I T U T E

2 0 1 2 R E G I O N A L R O T A R Y F O U N D A T I O N C O O R D I N A T O R

I N S T I T U T E

2 0 1 2 R E G I O N A L R O T A R Y F O U N D A T I O N C O O R D I N A T O R

I N S T I T U T E

ANNUAL FUND

SHARE

Three Years

World

Foundation’s portion of funding for approved grants

Trustees can allocate funds where the needs are the

greatest

Areas of Focus Provide additional options for

Rotarians, friends of Rotary and other organizations to direct their

contribution to a more specific cause.

Provide the Foundation portion of global grants and reinforce the Foundation’s strategic priorities

2 0 1 2 R E G I O N A L R O T A R Y F O U N D A T I O N C O O R D I N A T O R

I N S T I T U T E

50%

(DDF)

50%

(World)

Economic and Community Development

Peace and Conflict Prevention/Resolution

Disease Prevention and Treatment

Water and Sanitation

Maternal and Child Health

Basic Education and Literacy

WHAT IS EREY? HOW IS IT RELATED TO

THE ANNUAL FUND

ENDOWMENT FUND

The Rotary Foundation established an

endowment in 1982, “the Permanent

Fund,”

to ensure a strong future providing a

continuing

stream of income to support Foundation

programs in perpetuity

ENDOWMENT FUND

CONTRIBUTIONS

INVESTMENT

EARNINGS

ENDOWMENT FUND

$200 million met in 2005

$ 1 Billion met in 2025

8 million available for TRF Programs/Year

FOUNDATION FUNDING

Contributions

SHARE

System

10

12

WHICH CONTRIBUTIONS COUNT

TOWARD OUR CLUB’S ANNUAL FUND

GOAL?

Polio Plus

Six areas of focus

APF share

APF world

Disaster relief

2 0 1 2 R E G I O N A L R O T A R Y F O U N D A T I O N C O O R D I N A T O R

I N S T I T U T E

Polio Plus

Global Grants

Disaster Recovery accounts

Endowment Fund

Do not count toward achievement

of your Annual Fund goal.

DO ANY SPECIAL FORMS NEED TO

BE INCLUDED WITH MY GIFT?

WHAT ARE FOUNDATION

RECOGNITION POINTS?

1$=1 Recognition point

FOUNDATION RECOGNITION

POINTS

contributions

2 0 1 2 R E G I O N A L R O T A R Y F O U N D A T I O N C O O R D I N A T O R

I N S T I T U T E

Foundation Recognition

Points

Polio Plus

Annual Program Fund

Foundation Gant

1$=1point

Permanent Fund

CAN I APPLY MY FOUNDATION

RECOGNITION POINTS TOWARD

BECOMING A MAJOR

DONOR?

YES

NO

WHAT IS THE DIFFERENCE BETWEEN A 100% ROTARY

FOUNDATION SUSTAINING MEMBER CLUB

AND

AN EVERY ROTARIAN, EVERY YEAR CLUB?

Every active member contributed personally 100$ or more

Every active member contributed personally ,Average member

contribution is $100.

Not Every active member contributed personally, however

average member contribution is $100.

Every active member contributed personally ,Average member

contribution is less than $100.

HOW CAN MY CLUB BE RECOGNIZED

AS A 100% PAUL HARRIS FELLOW

CLUB?

RECOGNITION

Individual

Recognition

Opportunities

Club

Recognition

Opportunities

ANNUAL FUND PERMANENT FUND

Individual Recognition 1.ROTARY FOUNDATION SUSTAINING

MEMBERBenefactor

2. PAUL HARRIS FELLOW. Bequest Society

3.CERTIFICATE OF APPRECIATION

4.MULTIPLE PAUL HARRIS FELLOW

5.PAUL HARRIS SOCIETY

Club Recognition 1. EVERY ROTARIAN, EVERY

YEAR CLUB

2.100% PAUL HARRIS FELLOW CLUB

3. 100% ROTARY FOUNDATION

SUSTAINING MEMBER CLUB

4. TOP THREE PER CAPITA IN

ANNUAL FUND GIVING

Individual Recognition Major Donor

Individual Recognition ARCH C. KLUMPH SOCIETY

INDIVIDUAL RECOGNITION

CONTRIBUTION

1.ROTARY FOUNDATION SUSTAINING

MEMBER

INDIVIDUAL WHO PERSONALLY

CONTRIBUTES US$100 OR MORE

EACH YEAR

TO THE ANNUAL FUND.

ANNUAL RFSM BADGE STICKER

IN APPRECIATION OF THIS

ACHIEVEMENT.

2. PAUL HARRIS FELLOW

Anyone who contributes outright or cumulatively, or in whose name is contributed, a gift of US$1,000 or more to

Annual Fund,

Polio Plus,

Approved Foundation grant.

3.CERTIFICATE OF

APPRECIATION

Donor contributes US$1,000 and wishes to recognize

a business or organization.

4.MULTIPLE PAUL HARRIS

FELLOW

US$2,000 to 2,999.99 – one sapphire

3,000 to 3,999.99 – two sapphires

4,000 to 4,999.99 – three sapphires

5,000 to 5,999.99 – four sapphires

6,000 to 6,999.99 – five sapphires

7,000 to 7,999.99 – one ruby

8,000 to 8,999.99 – two rubies

9,000 to 9,999.99 – three rubies

5.PAUL HARRIS SOCIETY

recognition for those who

personally contribute US$1,000 or more

each year

The Paul Harris Society

CLUB RECOGNITION OPPORTUNITIES

FUNDRAISING & RECOGNITIONS

Club Banner Recognition

100% Rotary Foundation

Sustaining Member Club

Every Rotarian,

Every Year Club

80

1. EVERY ROTARIAN, EVERY

YEAR CLUB

This banner is awarded to clubs that achieve

a minimum US$100 per capita and

100 percent participation

2.100% PAUL HARRIS

FELLOW CLUB

Every active (dues-paying) member of the club

must be a Paul Harris Fellow at the time banner

recognition is requested.

The club’s name is added to the all-time

100% Paul Harris List

3. 100% ROTARY

FOUNDATION SUSTAINING

MEMBER CLUB

Every active member of the club must

personally contribute US$100 or more

to the Annual Fund during the Rotary

year.

4. TOP THREE PER CAPITA

IN

ANNUAL FUND GIVING

Banners are given to the top three per

capita giving clubs in each district.

PERMANENT FUND

a provision in his/her estate plans

for The Rotary Foundation or

outright gift of US$1,000 or more

to the Endowment Fund

Benefactor

BEQUEST SOCIETY

individuals or couples who have made commitments in their

estate plans totaling US$10,000 or more

US$10,000 to 24,999.99 – Level 1

25,000 to 49,999.99 – Level 2

50,000 to 99,999.99 – Level 3

100,000 to 249,999.99 – Level 4

250,000 to 499,999.99 – Level 5

500,000 to 999,999.99 – Level 6

1,000,000 and above – Level 7

MAJOR DONOR

The Rotary Foundation recognizes those individuals or couples whose

combined personal giving has reached US$10,000,regardless of the gift

designation.

US$10,000 to 24,999.99 – Level 1

25,000 to 49,999.99 – Level 2

50,000 to 99,999.99 – Level 3

100,000 to 249,999.99 – Level 4

ARCH C. KLUMPH

SOCIETY

. Donors receive a special label pin and a

certificate signed by the president of

Rotary International and the chair of The

Rotary Foundation, and they are invited

to a special event at the annual RI

Convention.

Donors who contribute US$250,000 or more

ARCH C. KLUMPH

SOCIETY

Donors who contribute

US$250,000 or more may

have their photographs and

a short profile shown in the

Arch C. Klumph interactive

gallery at Rotary

International’s World

Headquarters in Evanston,

Illinois

ARCH C. KLUMPH SOCIETY

Contribution US$250,000 or more

Trustees’ Circle –US$250,000 to 499,999.99

Chair’s Circle –500,000 to 999,999.99

Foundation Circle –1,000,000 and above

LATEST FOUNDATION FUNDING

UPDATE

Donors to the Foundation also reached new heights in these noteworthy areas:

27,689 clubs (approximately 80 percent of all Rotary clubs) contributed to the

Annual Fund

367,629 individual Rotarians (30 percent of Rotary’s membership) contributed to

the Annual Fund

In its first year as an official recognition program of The Rotary Foundation, the

Paul Harris Society identified 10,143 members (each contributing $1,000

each year).

With the momentum from this past year, we look forward to even greater

achievements in 2014-15 and to reaching our worldwide Annual Fund goal for

the year: $123 million.

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