Supporting our FoundationElizabeth LambertiFund Development AdvisorRotary International Europe-Africa Office

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2014-15 Rotary Foundation Goals

Trustee Chair John Kenny asks us to:

Support Rotary’s own and only charity The Rotary Foundation

through our continued giving.

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RY14 - RECORD YEAR

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Annual Fund:

$117 millionTotal worldwide contributions last Rotary Year:

$263.8 million

Fundraising Successes from 2013-14

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Global Grants:868 awarded, total of $47.3M (includes World Fund and DDF)•85% approval rate for GG

District Grants:488 awarded, total of $23.5M

2013-14 Rotary Grants

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AVERAGE AWARD AMOUNT PER GRANT TYPE:

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RY15 TRF GRANTS ACTIVITY

10%

86%

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PolioPlus Grants:68 awarded, total of $128.9 Million-430 million children received polio vaccine-403 cases of polio worldwide

Rotary Peace Centers:-106 Peace Fellows studying in 6 centers-$5.3 M provided in fellowships and support

2013-14 Rotary Grants

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EVERY ROTARIAN, EVERY YEAR

100% Member Participation

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HOW WE FUND PROGRAMS

The Annual Fund-SHARE System

50%World Fund

50%District Designated Fund (DDF)

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Paul Harris Society

• US $1,000 per year to Annual Fund, PolioPlus or an approved global grant

• Through Rotary Direct, makemonthly or quarterly installments

• Receive recognition immediatelyat time of making the commitment

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Major Gifts to The Rotary Foundation

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• Major Gifts

• TRF received 985 major gifts in 2013-14 ($10,000 or more)

• Total value of US $132.2 million

• Many major gifts are from realized bequest commitments

Major Gifts and Rotary’s Endowment

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• Personal outright or cumulative gifts of $10,000+• Cash, bequests, real estate, or securities

Major Gifts and Major Donor Recognition

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• Bequests

• 698 new commitments in 2013-14

• Total value of US $45 million

• Average commitment size of $76,000

Major Gifts and Rotary’s Endowment

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Bequests

•Bequests provide for The Rotary Foundation in the future, in

perpetuity

•Easy to make a provision in your will or estate plan

•Talk to your financial advisor, lawyer or Notary

•We have sample legal language

•Gaining popularity in Europe

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• Provision in estate plan totaling $10,000+

Examples: will, testament, life insurance policy

Commitments and Bequest Society Recognition

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Rotary’s Endowment Fund

• Formerly known as the Permanent Fund

• Gifts can be made today, or in the future (Bequest)

• Gifts are invested and spendable earnings directed to programs

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Endowment Fund Growth

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Rotary’s Endowment Fund

• In 2013-14, about $10M was spent for program awards and operations

• Over the last 10 years, $54.7M has been spent to fund programs designed and implemented by Rotarians

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How can I cultivate aculture of giving in my district?

Supporting The Rotary Foundation

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TOP 10 GIVING COUNTRIES in RY14

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Top 30 Giving Countries: Rotary vs. World Giving Index

Country Rotary Giving World Giving IndexUSA 1 1

JAPAN 2 90

INDIA 3 69

KOREA 4 60

ITALY 6 79

GERMANY 8 28

UK 11 7

FRANCE 12 90

SWITZERLAND 17 N/A

BELGIUM 19 52

NETHERLANDS 20 12

SWEDEN 23 12

DENMARK 26 18

NORWAY 27 N/A

FINLAND N/A 25

Copyright Charities Giving Aid 2014

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We are all fundraisers!

A fundraiser’s role is to…

Be a liaison between donors and the organization

Identify donors’ interests and passions

Determine ability and inclination to make a gift

Be a matchmaker and answer questions and concerns

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1. Ask the right questions

2. Listen to the answer

3. Connect with someone who can follow up

Be the eyes and ears of Rotary

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• District Rotary Foundation Chair (Pentti Aspila, Tuomo Tuuri, Niko Niemi, Leila Risteli, Harry Hedman, Aarno Kari, Solveig Nilsson)

• Regional Rotary Foundation Coordinator (Virpi Honkala, ARRFC Erkki Pasanen)

• Endowment/Major Gift Advisor (Matti Honkala)

• Europe-Africa Foundation staff (Espen Malmberg and Elizabeth Lamberti)

Connect and follow up

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Be the eyes and ears of Rotary

1.Ask2.Listen 3.Connect

How Can I Help?

Kiitos – Tack – Thank you