The Rotary Foundation of The Rotary Foundation of Rotary InternationalRotary International

• Are Rotary International and The Rotary Foundation one and the same organization ?

• Is every relatively new Rotarian supposed to know all this stuff ?

The mission of Rotary International, a worldwide association of Rotary Clubs, is to provide service to others, to promote high ethical standards, and to advance world understanding, goodwill, and peace through its fellowship of business, professional and community leaders.

Rotary InternationalMission Statement

Service Above Self

TRF 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.

Doing Good in the World

Bill BoydBill Boyd 2011-12 Foundation Trustee Chair2011-12 Foundation Trustee Chair

RI President 2006-07RI President 2006-07Howick, Auckland, New ZealandHowick, Auckland, New Zealand

Humanitarian Grants Program- Matching Grants- District Simplified Grants- Disaster Recovery Grants

Educational Programs- Group Study Exchange- Ambassadorial Scholars- Rotary Peace Centers and Peace Fellows

Polio Plus

Foundation Programs

Foundation Alumni

Foundation FundsSupport for the Foundation programs comes from:

•Annual Programs Fund For Support Today

•Permanent Fund To Secure Tomorrow

•PolioPlus Fund

Rotary Foundation FundingTwo Needs, Two Ways

Spendable Earnings

District Designated

Fund(DDF)

World Fund

TRF Program Funding

RotarianDonations

1 - Annual Programs Fund (APF)–For Support Today2 - Permanent Fund - To Secure Tomorrow

Annual Programs Fund contributions in 2007-08

$525,140

Invested for 3 years 50% sent to the District 50% to the World Fund

$290,705 - District Designated Funds (DDF) 2010-11

50% of 2007-08 annual giving ($262,570) plus carry forward balance ($28,135) and earnings from Endowed Funds and the Permanent Fund

SHARE 2010-11

DDF 2010-11 $ 291,899 Allocate two years prior (committee)

Polio Plus $ 10,000

Ambassadorial Scholarship $ 50,000- 2 scholars at $25,000 each (now $27,000)

Rotary Peace Centers – PeaceBuilder District $ 25,000 - $50,000 commitment payable over 2 years

Group Study Exchange $ 13,990

District Simplified Grant (max is 20% of DDF) $ 52,174- maximum 20% of DDF

Matching Grants (DDF match on 7 grants) $113,615

Japan & Pacific Islands Disaster Recovery Fund $ 5,000Southern US Tornado Disaster Recover Fund $ 5,000

Total Distributed $274,779Carry forward to 2011-12 $ 17,120

Matching Grants Funding TRF Match

Host Rotary Club $100 $50Host District DDF $500 $500Int’l Rotary Club $4,000 $2,000

Int’l District DDF $4,000 $4,000

Total $8,600 $6,550 Total Project $15,150

• TRF matches club contribution $0.50:$1• TRF matches District Designated Funds (DDF) $1:$1

International club: District 7600 club International District: District 7600

 APF Goal APF Total

APF Per Capita

 Total Giving$0 Giving

Clubs

2010-11 $395,515 $494,443 $166.93 $645,884 0

2009-10 $403,587 $469,921 $156.07 $590,104 0

2008-09 $440,384 $525,986 $173.05 $674,011 0

2007-08 $403,265 $520,986 $173.32 $631,679 0

2006-07 $309,419 $473,594 $155.48 $536,978 0

2005-06 $285,826 $406,315 $137.45 $456,260 2

2004-05 $300,829 $303,241 $100.91 $369,454 1

2003-04 $265,000 $271,307 $89.75 $372,622 4

2002-03 $256,000 $197,774 $65.34 $419,775 2

2001-02 $250,000 $213,121 $69.04 $245,859 1

2000-01 $360,000 $229,659 $74.11 $275,689 6

Per Capita Rankings out of 530 Districts#31 in 2009-10, #20 in 2008-09, #31 in 2007-08,#42 in 2006,07, #44 in 2005-06

Total TRF contributions from Clubs and Rotarians in District 7600 since 1917

Over $9.9 millionOver 5,300 Paul Harris Fellows668 Benefactors62 Major Donors55 Bequest Society90 Paul Harris Society members186 Scholars sponsored32 Group Study ExchangesOver 44 Matching Grants153 District Simplified Grants

Individual Recognition Opportunities

ROTARY FOUNDATION SUSTAINING MEMBER

A Rotary Foundation Sustaining Member is an individual who personally contributes US$100 or more each year to the Annual Programs Fund. These contributions also count toward Paul Harris Fellow, Multiple Paul Harris Fellow, Paul Harris Society, Major Donor, and club recognition. Contact your Rotary club president to obtain the annual Sustaining Member badge sticker.

PAUL HARRIS FELLOW

Paul Harris Fellow recognition is given in appreciation to anyone who contributes, outright or cumulatively (or in whose name is contributed), a gift of US$1,000 or more to the Annual Programs Fund, PolioPlus, or Rotary Foundation Matching Grants (for nonpilot districts) or Rotary Foundation Global Grants (for pilot districts). The recognition consists of a certificate and pin.

CERTIFICATE OF APPRECIATION

Occasionally, a donor contributes US$1,000 and wishes to recognize a business or organization. In these instances, since Paul Harris Fellow recognition can only be presented to individuals, a Certificate of Appreciation is given instead.

MULTIPLE PAUL HARRIS FELLOW

Multiple Paul Harris Fellow recognition is extended at subsequent $1,000 levels (e.g., $2,000, $3,000). Recognition consists of a pin with additional stones corresponding to the recipient’s recognition amount level.

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

PAUL HARRIS SOCIETY

The Paul Harris Society is a district-administered recognition for those who elect to personally contribute US$1,000 or more each year to the Annual Programs Fund, PolioPlus, or Rotary Foundation Matching Grants (for nonpilot districts) or Rotary Foundation Global Grants (for pilot districts). Individual districts handle all associated recognition for this program, and inquiries should be directed accordingly. Paul Harris Society contributions are eligible toward Rotary Foundation Sustaining Member, Paul Harris Fellow, Multiple Paul Harris Fellow, and Major Donor recognition.

MAJOR DONOR

The Rotary Foundation recognizes those individuals or couples whose combined personal giving has reached US$10,000, regardless of the gift designation. Major Donors may elect to receive a crystal recognition piece and pin(s) commemorating the gift at each new recognition level.

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 who contribute US$250,000 or more may choose to be recognized in the Arch C. Klumph Gallery at Rotary International World Headquarters in Evanston, Illinois, USA. Donors portraits are displayed in the gallery, and their photograph and biography are featured in an interactive display kiosk. Donors also receive a special lapel pin, a certificate signed by the RI president and The Rotary Foundation trustee chair, and an invitation to a special event for society members at the annual RI Convention. The society is named in honor of The Rotary Foundation’s founder, Arch C. Klumph.

Trustees Circle US$250,000 to 499,999.99

Chair’s Circle

$500,000 to 999,999.99

Foundation Circle $1 million and above

BENEFACTOR

A Benefactor is someone who informs The Rotary Foundation in writing that he or she has made a provision in his/her estate plans for The Rotary Foundation or by making an outright gift of US$1,000 or more to the Permanent Fund. Benefactor recognition consists of a certificate and insignia to be worn with a Rotary pin.

BEQUEST SOCIETY

The Rotary Foundation recognizes those couples or individuals who have made commitments in their estate plans totaling US$10,000 or more. Donors may elect to receive an engraved crystal recognition piece and a Diamond Circle pin commemorating the commitment at each new recognition level.

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

Club Recognition Opportunities

EVERY ROTARIAN, EVERY YEAR CLUB

This banner is awarded to clubs that achieve a minimum US$100 per capita and 100 percent participation with every active member contributing some amount to the Annual Programs Fund during the Rotary year. This annual banner recognition is awarded at the conclusion of the Rotary year.

100% PAUL HARRIS FELLOW CLUB

To be eligible, every active member of the club must be a Paul Harris Fellow at the time banner recognition is requested. In addition to the banner, the club’s name is included on the list of 100% Paul Harris Fellow Clubs available at www.rotary.org. This one-time only banner recognition is awarded throughout the Rotary year.

100% ROTARY FOUNDATION SUSTAINING MEMBER CLUB

Rotary clubs must achieve a US$100 per capita and every active member of the club must personally contribute $100 or more to the Annual Programs Fund during the Rotary year. This annual banner recognition is awarded at the conclusion of the Rotary year and is based on active membership as of 30 June.

TOP THREE PER CAPITA IN ANNUAL PROGRAMS FUND GIVING

Banners are given to the top three per capita giving clubs in each district. To be eligible, clubs must achieve a minimum US$50 per capita. This annual banner recognition is awarded at the conclusion of the Rotary year.

Features

FUTURE VISION PLANFive priorities:

• Simplify all programs and operations • Align program outcomes/descriptions with the

Future Vision Plan • Increase participation and sense of ownership at

district and club levels• Provide sufficient resources to achieve the program

goals • Develop a business model that supports the Future

Vision Plan

Areas of Focus• Peace and conflict resolution/prevention

• Disease prevention and treatment

• Water and sanitation • Maternal and child health

• Basic education and literacy

• Economic and community development

Every Rotarian has an EREY storyWhat’s yours?