FUNDRAISING(was previously called Annual Giving)

District 9780Grants Seminar 2014

PP Peter Simons District 9780 Fundraising Chair.

Foundation Funds

Our Charity

Individual & Club Goals

Centurions

PHF and PHS

Fundraising Overview

Our Charity

What funds Rotary and Rotary Programs?

THE ROTARY FOUNDATION (TRF)The engine room of Rotary International

We are here to talk about Grants: Where does Grant Funding come from?

The Rotary Foundation & District Funds

FOUNDATION FUNDSWhich funds receive the largest

contributions?

In District 9780 the majority of contributions go to either:

Annual – Share Fund or

Polio Plus

FOUNDATION FUNDS

ANNUAL – SHARE FUND

Contributions to the Annual Fund is invested by RI.

3 years later 50% of contribution is returned to the district.

It is called the DDF.

FOUNDATION FUNDS

POLIO- PLUS

Contributions are directed to Polio Eradication.

Any short falls of funding are sourced from Annual Fund.

Our Charity - TRF

Where do the funds come from?Individual or organisation who

contributes to TRF

Contributions of $2 or more to the ARFT is tax deductable.

Unfortunately in District 9780 only 1 in 3 Rotarians contribute directly to TRF.

FOUNDATION FUNDSHow much does 9780 contribute to

The Rotary Foundation?

As a district?

Per Rotarian?

And into which funds?

District 9780 2013-2014 Year Contribution per Rotarian

9455 9465 9500 9520 9550 9570 9600 9630 9640 9650 9670 9675 9685 9700 9710 9780 9790 9800 9810 9820 9830

$128.73$115.63

$113.74

$100.69

$130.62

$82.51

$141.89

$186.18

$122.19

$90.12$80.83

$155.73

$191.27

$64.66

$77.45

$122.65

$80.43

$152.36

$188.18

$120.69

$68.82

District 9780 2013-2014 Year

Annual Fund Polio Endowment Other Total Contributions

$190,983

$60,281

$23,806 $3,970

$279,040

$240,394

$66,772

$11,087 $10,000

$328,253

2012-13 2013-14

Goals

Why should we set goals for fundraising?

Goals provide district, clubs and individuals planning information.

Goals provide district, clubs and individuals an achievement target.

GoalsAs a district the contribution goals

are set buy clubs with a target contribution amount of USD100 for

every Rotarian in our District

As a district we are a great supporter of TRF but individual clubs are very

poor at planning and advising district of our plans.

GoalsOnly 14 clubs in District 9780 have entered goals for contributions to

TRF for this club year. Thankyou for your effort who have.

These goals can be entered in “club central” by club president or secretary.Also note that some clubs have already exceeded their goal for this club year.

Club Name Master Goal Sub Goal Goal Achievement Goal Achievement

Casterton Annual Fund Every Rotarian, Every Year $1,800 $0 $2,800 $0Other Contributions $0 $0Paul Harris Society $1,000 $0Sustaining Members $0

Mount Gambier West Annual Fund Every Rotarian, Every Year $0 $1,000 $0Other Contributions $1,000 $0Paul Harris Society $0Sustaining Members $0

Nhill Annual Fund Every Rotarian, Every Year $0 $1,000 $75Other Contributions $1,000 $75Paul Harris Society $0Sustaining Members $0

St. Arnaud Annual Fund Every Rotarian, Every Year $0Paul Harris Society $0Sustaining Members $200 $0

Portland Annual Fund Every Rotarian, Every Year $400 $0 $4,800 $1,113Other Contributions $2,000 $0Paul Harris Society $2,000 $1,001Sustaining Members $400 $112

Camperdown Annual Fund Every Rotarian, Every Year $1,000 $0 $1,900 $0Other Contributions $500 $0Paul Harris Society $0Sustaining Members $400 $0

Maryborough Annual Fund Every Rotarian, Every Year $4,800 $93 $7,200 $2,424Other Contributions $100 $0Paul Harris Society $2,000 $1,869Sustaining Members $300 $462

Ballarat Annual Fund Every Rotarian, Every Year $2,000 $0 $19,500 $402Other Contributions $7,500 $271Paul Harris Society $8,000 $0Sustaining Members $2,000 $131

Geelong Central Annual Fund Every Rotarian, Every Year $500 $135 $5,500 $135Other Contributions $500 $0Paul Harris Society $2,000 $0Sustaining Members $2,500 $0

Bayside Geelong Annual Fund Every Rotarian, Every Year $800 $0 $3,800 $0Other Contributions $2,000 $0Paul Harris Society $1,000 $0Sustaining Members $0

Belmont Annual Fund Every Rotarian, Every Year $0 $2,000 $7,578Other Contributions $0Paul Harris Society $2,000 $7,477Sustaining Members $101

Drysdale Annual Fund Every Rotarian, Every Year $187 $0 $2,056Other Contributions $1,869Paul Harris Society $0Sustaining Members $0

Geelong East Annual Fund Every Rotarian, Every Year $110 $0 $7,110 $0Other Contributions $3,000 $0Paul Harris Society $0 $0Sustaining Members $4,000 $0

Highton Annual Fund Every Rotarian, Every Year $3,600 $84 $4,000 $84Other Contributions $400 $0Paul Harris Society - $0Sustaining Members - $0

Torquay Annual Fund Every Rotarian, Every Year - $0 $4,200 $0Other Contributions $4,200 $0Paul Harris Society - $0Sustaining Members - $0

2014 - 2015 USD 2014 - 2015 USD to Yesterday

9780 Annual Fund Goals and Contributions

9780 Annual Fund Statisics

Centurion ProgramA Centurion commits to contribute

AU$100 every year to TRF whilst you can afford to do so.

Centurion Program is administered by district, not RI South Pacific (Parramatta) or RI

When clubs or individuals send contributions to Parramatta, our district has no record of their centurion contribution. Centurion

contributions need to come via district fundraising chair.

Sustaining Member ProgramA Sustaining Member commits to

contribute US$100 every year to TRF whilst they can afford to do so

Sustaining Program is managed by RI. It is preferred that contributions come via district

fundraising chair.

Paul Harris Fellowship -PHF.MYTH: The PHF is an award for clubs to give to Rotarians.

FACT: A PHF is purely the recognition of a contribution of USD1000 to the TRF in an individuals name.

MYTH - If I contribute USD1000 to TRF am I buying an award and I won’t go to Rotary Heaven.

FACT: Many people contribute to TRF and can claim one or more PHF recognitions; Multiple PHF.

A multiple PHF can nominate an individual to receive a PHF.

PAUL HARRIS SOCIETY - PHSThe Paul Harris Society is the

recognition for any person who contributes annually USD1000 or

more to TRF.

In District 9780 we have 12 Rotarians who are PHS members and we have approximately 20 Rotarians who are eligible to become a PHS

member if they just applied.

Where is INFO?

http://foundation.rotary9780.org/

All our district Foundation Information is on our district web site.

In Summarising• The Rotary Foundation is our Charity and

the engine room of Rotary International.

• We as a district contribute well to the Foundation but only 1 in 3 Rotarians

contribute to TRF in 9780.

• The PHF is not an award. It is recognition of a contribution of US$1000 to TRF in an

individuals name.

In Summarising• All clubs need to enter their contribution

goals into club central on the RI web site.

• Encourage Rotarians to support our charity.

• Thankyou for your time.

Thankyou for all those who do contribute to TRF.