2014

ROTARY FOUNDATION

FUNDRAISING

By

PP V.Venkatachalam

District General Secretary

26. 3. 2015

2014

• Understand the differences between the PolioPlus Fund, the Annual Fund, and the Endowment Fund

• Discuss ways to promote contributions to

The Rotary Foundation

LEARNING OBJECTIVES

2014

The Mission of Rotary Foundation

• The mission of The Rotary Foundation is to enable Rotary members to :

• advance world understanding, goodwill, and peace • through the improvement of health, the support of

education, and the alleviation of poverty. • The Foundation is a not-for-profit corporation

supported solely by voluntary contributions from Rotary members and friends of the Foundation who share its vision of a better world.

• This support is essential to make possible projects, funded with Foundation grants, that bring sustainable improvement to communities in need.

2014

OUR ROTARY FOUNDATION IS UNIQUE

2014

Why is our Foundation Unique ?

• It belongs to Rotarians and is dedicated to furthering Rotary programs that address the greatest needs around the world.

• Rotarians determine which projects and programs to support and the level of funding to provide.

• Because Rotary clubs operate in nearly every country in the world, Rotarians truly constitute a global network of community volunteers.

2014

Peace and conflict prevention/resolution

Disease prevention and treatment

Water and sanitation

Maternal and child health

Basic education and literacy

Economic and community development

OUR FOCUS

2014

Advance World Understanding, Goodwill & Peace

• Whether it’s eradicating polio, digging water wells, providing dictionaries to a local elementary school, or educating a scholar in peace and conflict resolution, Rotary creates the environment and circumstances that promote Doing Good in the World.

• 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.

• Our areas of focus support this mission.

2014

SUPPORTING THE ROTARY FOUNDATION

Endowment Fund

To Secure Tomorrow

Annual FundFor Support Today

PolioPlus FundEnd Polio Now

2014

What Rotarians Support

• Rotarians support our Foundation through:

• The PolioPlus Fund, dedicated to global polio

eradication

• The Annual Fund, primary source of funding for

Foundation grants and activities

• The Endowment Fund, which supports the Foundation

in perpetuity

2014

END POLIO NOW: MAKE HISTORY TODAY

2014

Polio Plus•Rotary’s own financial support for PolioPlus will be magnified by an agreement with the Bill & Melinda Gates Foundation.

•From 2013 to 2018, every $1 that Rotary commits in direct support of polio immunization (up to $35 million per year) will be matched by an additional $2 from the Gates Foundation. This means contributions to Rotary’s PolioPlus program will have three times the impact.

2014

EVERY ROTARIAN, EVERY YEAR

100% Member Participation

2014

EREY

The Every Rotarian, Every Year effort encourages Rotarians to participate in the Foundation by volunteering for activities and contributing to the Annual Fund annually.

2014

• Primary funding source for Foundation grants and activities

• Supports local and international grants through the SHARE system

• Contributions are credited to donor’s club and applied to club’s goal

ANNUAL FUND

2014

DISTRICT GRANTS

• District grants are block grants that enable clubs and districts to address immediate needs in their communities and abroad. Districts may request up to 50 percent of their District Designated Fund for one grant annually. Districts manage and disburse these funds to support district- and club sponsored activities, including vocational training teams, scholarships, humanitarian service projects, and cultural exchanges, provided they are aligned with the Foundation’s mission.

2014

GLOBAL GRANTS

• Global grants offer clubs and districts opportunities to participate in strategically focused, high-impact activities. These grants fund large scale international humanitarian projects, vocational training teams, and scholarships that have sustainable, measurable outcomes in one or more of Rotary’s areas of focus.

• Global grant projects must have a minimum total budget of $30,000. This includes the World Fund award, which is based on a 100 percent match of District Designated Fund allocations or a 50 percent match of cash contributions from the sponsors.

• All global grants must be sponsored by two clubs or districts: a host partner in the country where the activity takes place and an international partner outside that country.

2014

Contributes at least $100 every year to the Annual Fund

ROTARY FOUNDATION SUSTAINING MEMBER

2014

$100 CONTRIBUTION

2014

Your USD 100 Provides

• A $100 contribution can provide:

• Two desks for an elementary school in Honduras

• 50 mosquito nets for women and children in Tanzania

• One year of tuition for a high school student in China

2014

$1,000 CONTRIBUTION

2014

Your USD 1.000 can provide:

• A $1,000 contribution can provide:

• One portable dental chair for providing dental care to

indigenous children in Mexico

• 400 pairs of eyeglasses for people in Nigeria

• Microloans to enable three women in Guatemala to start

businesses that will support their families.

2014

$10,000 CONTRIBUTION

2014

Your USD 10,000 can provide:

• A $10,000 contribution can provide:•Three refurbished school buses for rural communities in Mexico

•Bakery equipment at a vocational training center for disabled children in Sudan

•Two water wells for villages in Haiti

2014

$15,000 CONTRIBUTION

A one-time global grant dedicated to an area of focus specified by the donor

2014

Your USD 15,000 contribution will:

• A $15,000 contribution can provide a one-time global grant dedicated to an area of focus specified by the donor. A geographic preference for the grant, such as Africa, Asia, or Latin America, will be considered.

• Special opportunities are available to those who wish to support global grant activities through a term gift. This is generally a one-time gift, used in its entirety for its specified purpose, and carries the name of the donor or a loved one — for instance, the Robert and Jane Smith Term Global Grant for Basic Education and Literacy. Each term gift will be individually tracked and reported to the donor.

2014

A one-time global grant dedicated to an area of focus

$30,000 CONTRIBUTION

2014

Your USD 30,000 contribution will:

• A $30,000 contribution can provide a one-time global grant dedicated to an area of focus.

• Donors may specify the area of focus and a district to develop the grant, as well as the project or activity type: humanitarian project, scholarship, or vocational training team. A geographic preference for the grant, such as Africa, Asia, or Latin America, will be considered.

2014

Up to 5 one-time named Rotary Peace Fellowships in the

professional development certificate program which advances

knowledge and world understanding in fields related to

peace studies and conflict resolution.

$60,000 CONTRIBUTION

2014

• Funds two years of study at a Rotary Peace Center by a Rotary Peace Fellow in a field related to peace and conflict resolution

• Funds up to 10 internships or research projects for peace fellows or certificate program fellows

$75,000 CONTRIBUTION

2014

• Contributions are professionally invested

• Only the earnings are spent

ENDOWMENT FUND

2014

Gifts Held in Perpetuity

• Gifts to the Endowment Fund are held in perpetuity as part of

an endowment. They are professionally invested, with a

portion of the earnings used each year for purposes specified

by the Trustees and the donors.

• The Endowment Fund offers donors a way to create their own

lasting legacy through Rotary.

2014

Create a Custom Fund

• Donors can create a custom fund within the Endowment Fund and direct its earnings to a specific purpose. A fund can carry the name of the donor or loved one — for instance, the Robert and Jane Smith Endowed Global Grant for Maternal and Child Health — and is tracked separately. Donors receive an annual update on their endowed funds.

2014

• The options vary depending upon the size and purpose of the gift:

• $25,000: general support of SHARE, the World Fund, or Rotary Peace Centers

• $100,000: general support of an area of focus or an annual seminar at a Rotary Peace Center

ENDOWED NAMING OPPORTUNITIES

2014

• $250,000: supports the donor’s district’s participation in global grants or endows the studies of a Rotary Peace Fellow in the certificate program.

• $500,000: donor to specify a geographic preference and an area of focus or endow the studies of a Rotary Peace Fellow in the master’s program.

• $1 million: individually craft a grant with more specificity. Donor to discuss with The Rotary Foundation.

ENDOWED NAMING OPPORTUNITIES

2014

• The goal is to fully endow the program

• $125 million by 2015

• Focus on major gifts esp. gifts of USD100,000 or more

ROTARY PEACE CENTERS MAJOR GIFTS INITIATIVE

2014

ROTARY PEACE CENTRES

• Duke University and University of North Carolina at Chapel Hill, USA

• International Christian University, Japan

• University of Bradford, England• University of Queensland, Australia• Uppsala University, Sweden• Chulalongkorn University, Thailand

2014

• Understand the differences between the PolioPlus Fund, the Annual Fund, and the Endowment Fund.

• Discuss ways to promote contributions to

The Rotary Foundation.

SESSION REVIEW

2014

TAKE ACTION

• Participate in Rotary’s recurring giving program, Rotary Direct, to contribute every year

• Join the Paul Harris Society

• Make an outright gift or commitment in your estate plans to support Rotary’s Endowment Fund

2014

ACTIVITIES

• Participants to craft 5 minutes speech asking for a donation to the Rotary Foundation.

• Make 5 minutes to practice.

• Present to the audience

2014

Questions?

contact.center@rotary.org«Insert contact information for your

regional Rotary Foundation coordinator or endowment/major

gifts adviser»