The Rotary FoundationSubject: Business Review Date: Q2, 2013-14District 3810

Rotary Foundation Motto & Mission

To enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty

- Endorsed by 2007 Council on Legislation

“Doing Good in the World”

Year to Date Performance D3810

Annual Fund Polio Endowment Other Total Contributions

$176,889

$1,662

-$1,000

$100

$177,651 $173,422

$26,636

$- $-

$200,058

2012-13 2013-14

Year to Date Summary

District Goals $163,230

40 Clubs with Goals

Per Capita $76.20LYTD

$76.18Full Last Year

$104.11

Annual Fund YTD $173,422

Other GivingYTD

$27,636

Total GivingYTD

$201,058

The “per capita” is only based on Annual Fund Giving

Philippines Per capita

$88.54

District Per Capita Trend

Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun$0

$20

$40

$60

$80

$100

$120

$26.56

$35.85$41.99

$47.47

$72.92$76.20

Annual Fund Per Capita YTD Annual Fund Per Capita LYTD

Annual Fund Contributions by Month vs Last Year

Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun $-

$20,000

$40,000

$60,000

$80,000

$100,000

$120,000

2013-14 2012-13

Annual Fund YTD Contributions Trend

Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun $-

$50,000

$100,000

$150,000

$200,000

$250,000

$300,000

$60,460

$81,600 $95,569

$108,034

$165,959 $173,422

2013-14 2012-13

Contributions by Fund by Month 2013-14

Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun

-$10,000

$-

$10,000

$20,000

$30,000

$40,000

$50,000

$60,000

$70,000

$80,000

Annual Fund Polio Other Endowment

Participation Rate

Donors 1,175from 2,276

members.

Clubs Contributing 48* from 91

Paul Harris Society Eligible

Members99**

• *Annual Fund Only• ** Individual Contributions of US$1,000 or more

Top 20 Clubs – Total Giving YTD Dec.

Note Not all Clubs have goals

set

Club No NameNo. of

Members

Annual Fund Goal Amount

AF Per Capita

Annual Fund

Other Funds

Endowment Fund

YTD Total

YTD YTD YTD29241 Chinatow n-Manila, Philippines 50 $13,000.00 $262.00 $13,100.00 $10,795.37 $0.00 $23,895.37

16985 Manila, Manila , Philippines 223 $17,000.00 $89.60 $19,980.00 $1,664.43 $0.00 $21,644.43

31085 Manila Metro, Manila, Philippines 43 $16,430.00 $385.35 $16,570.00 $2,150.00 $0.00 $18,720.00

16942 Bagumbayan-Manila, Manila, Philippines 113 $12,630.00 $106.46 $12,030.00 $2,000.00 $0.00 $14,030.00

83716 Pasay MOA, Manila, Philippines 28 $0.00 $475.00 $13,300.00 $0.00 $0.00 $13,300.00

24098 Manila South, Manila, Philippines 30 $6,825.00 $325.83 $9,775.00 $0.00 $0.00 $9,775.00

72034 Sampaloc, Manila, Philippines 11 $4,120.00 $560.00 $6,160.00 $3,100.00 $0.00 $9,260.00

84718 Manuel A. Roxas Boulevard, Manila, Philippines 31 $5,260.00 $199.68 $6,190.00 $1,000.00 $0.00 $7,190.00

27810 Dasmarinas, Cavite, Philippines 29 $6,370.00 $197.24 $5,720.00 $300.00 $0.00 $6,020.00

22900 Manila Midtow n, Philippines 30 $4,300.00 $160.00 $4,800.00 $1,000.00 $0.00 $5,800.00

51351 Hiyas Ng Maynila, Manila, Philippines 23 $2,500.00 $164.35 $3,780.00 $1,500.00 $0.00 $5,280.00

23951 Manila East, Manila, Philippines 24 $3,450.00 $209.58 $5,030.00 $0.00 $0.00 $5,030.00

27821 Ermita, Manila, Philippines 17 $2,650.00 $258.82 $4,400.00 $348.84 $0.00 $4,748.84

73159 Manila 101, Metro Manila, Philippines 37 $3,000.00 $98.92 $3,660.00 $1,000.00 $0.00 $4,660.00

28511 Cavite Export Processing Zone, Cavite, Philippines 21 $3,450.00 $190.00 $3,990.00 $495.00 $0.00 $4,485.00

23777 Rosario, Cavite, Philippines 30 $6,800.00 $142.33 $4,270.00 $0.00 $0.00 $4,270.00

16956 Cavite East, Cavite, Philippines 44 $3,930.00 $89.32 $3,930.00 $100.00 $0.00 $4,030.00

55442 Hiyas ng Bacoor, Cavite, Philippines 24 $0.00 $163.33 $3,920.00 $0.00 $0.00 $3,920.00

22169 Pasay-MIA, Rizal, Philippines 23 $5,320.00 $158.26 $3,640.00 $0.00 $0.00 $3,640.00

80936 Manila Remedios Circle, Manila, Philippines 17 $6,290.00 $210.00 $3,570.00 $0.00 $0.00 $3,570.00

Personal Donors vs Total Membership

2009-10 2010-11 2011-12 2012-13 YTD 2013-140

500

1,000

1,500

2,000

2,500

3,000

237 272

706 703

1,186

2,415

2,139 2,015

2,322 2,236

EREY Members

* EREY measures Rotarians Only

Personal Contributions of US$1,000 or greater by District this YTD

D3770 D3780 D3790 D3800 D3810 D3820 D3830 D3850 D3860 D3870

8

38

25

9099

56

69

2 3 3

Donors YTD by Month Trend – D3810

Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun0

200

400

600

800

1,000

1,200

1,400

442 471

687 730

938

1175

This Year Last Year

YTD participation by Club Members as of December 2013

Club ID Club Name1-July

Members

Annual Fund Per

Top 3 Per

CapitaCurrent

MembersEREY

Members%

EREYEREY

BannerSustaining Members

% Sustaining Members

100% SM Banner

Totals 2236 2419 1186 49% 4 264 11% 0

16985 Manila, Manila 223 $129.96 232 221 95% 31 13%

16942 Bagumbayan-Manila, Manila 113 $106.46 118 113 96% 15 13%

29241 Chinatown-Manila 50 $366.00 63 49 78% 25 40%

73159 Manila 101, Metro Manila 37 $98.92 61 46 75% 5 8%

31085 Manila Metro, Manila 43 $385.35 3 48 44 92% 44 92%

16956 Cavite East, Cavite 44 $89.32 52 43 83% 8 15%

57810 Quirino Manila Central, Manila 39 $86.92 43 40 93% 3 7%

22900 Manila Midtown 30 $360.00 39 38 97% 4 10%

17001 Raha Sulayman, Manila 38 $62.63 42 37 88% 2 5%

84718 Manuel A. Roxas Boulevard, Manila 31 $215.81 38 31 82% 4 11%

23777 Rosario, Cavite 30 $142.33 35 30 86% 3 9%

28511Cavite Export Processing Zone, Cavite 21 $190.00 29 29 100% Y 4 14%

51351 Hiyas Ng Maynila, Manila 23 $164.35 38 28 74% 2 5%

83716 Pasay MOA, Manila 28 $475.00 2 28 28 100% Y 6 21%

31710 Silang, Cavite 32 $11.88 29 28 97% 1 3%

23951 Manila East, Manila 24 $209.58 24 24 100% Y 5 21%

82051 Metro Dasmarinas, Cavite 23 $66.52 23 23 100% 4 17%

27810 Dasmarinas, Cavite 29 $200.00 29 22 76% 13 45%

84686 Manila Magic, Manila 19 $86.58 22 22 100% 6 27%

17013 University District, Manila 27 $9.26 27 22 81% 0 0%

65485 Cavite Metro, Cavite 23 $45.40 21 21 100% 1 5%

83217 Mabini Manila, Manila 19 $67.89 21 19 90% 2 10%

80936 Manila Remedios Circle, Manila 17 $210.00 38 19 50% 7 18%

27821 Ermita, Manila 17 $258.82 41 18 44% 5 12%

66101 Ramon Magsaysay, Manila 18 $66.92 18 18 100% 1 6%

31663 Imus East, Cavite 21 $19.26 22 17 77% 2 9%

84141 Manila Quiapo Central, Manila 20 $9.50 21 17 81% 0 0%

73199 Metro Silang, Cavite 23 $52.17 23 17 74% 1 4%

55442 Hiyas ng Bacoor, Cavite 24 $163.33 25 16 64% 15 60%

Top 30 Per Capita Clubs in District as of December 2013

Club ID Club Name1-July

Members

Annual Fund Per

Top 3 Per

CapitaCurrent

MembersEREY

Members%

EREYEREY

BannerSustaining Members

% Sustaining Members

100% SM Banner

Totals 2236 2419 1186 49% 4 264 11% 0

72034 Sampaloc, Manila 11 $560.00 1 14 14 100% Y 4 29%

83716 Pasay MOA, Manila 28 $475.00 2 28 28 100% Y 6 21%

31085 Manila Metro, Manila 43 $385.35 3 48 44 92% 44 92%

29241 Chinatown-Manila 50 $366.00 63 49 78% 25 40%

22900 Manila Midtown 30 $360.00 39 38 97% 4 10%

24098 Manila South, Manila 30 $325.83 33 14 42% 4 12%

27821 Ermita, Manila 17 $258.82 41 18 44% 5 12%

84718 Manuel A. Roxas Boulevard, Manila 31 $215.81 38 31 82% 4 11%

80936 Manila Remedios Circle, Manila 17 $210.00 38 19 50% 7 18%

23951 Manila East, Manila 24 $209.58 24 24 100% Y 5 21%

27810 Dasmarinas, Cavite 29 $200.00 29 22 76% 13 45%

28511Cavite Export Processing Zone, Cavite 21 $190.00 29 29 100% Y 4 14%

51351 Hiyas Ng Maynila, Manila 23 $164.35 38 28 74% 2 5%

55442 Hiyas ng Bacoor, Cavite 24 $163.33 25 16 64% 15 60%

22169 Pasay-MIA, Rizal 23 $158.26 26 5 19% 5 19%

80394 Manila Sta. Ana, Manila 19 $157.89 24 2 8% 2 8%

23777 Rosario, Cavite 30 $142.33 35 30 86% 3 9%

16985 Manila, Manila 223 $129.96 232 221 95% 31 13%

75507 Multinational-Manila, Metro Manila 8 $125.00 8 2 25% 2 25%

16942 Bagumbayan-Manila, Manila 113 $106.46 118 113 96% 15 13%

73159 Manila 101, Metro Manila 37 $98.92 61 46 75% 5 8%

16993 Panday Pira (Manila) 22 $95.45 22 2 9% 2 9%

16956 Cavite East, Cavite 44 $89.32 52 43 83% 8 15%

57810 Quirino Manila Central, Manila 39 $86.92 43 40 93% 3 7%

84686 Manila Magic, Manila 19 $86.58 22 22 100% 6 27%

28669 Tondo, Manila 17 $76.47 23 4 17% 4 17%

79531 Pasay Southeast, Metro Manila 22 $72.73 22 7 32% 7 32%

83217 Mabini Manila, Manila 19 $67.89 21 19 90% 2 10%

66101 Ramon Magsaysay, Manila 18 $66.92 18 18 100% 1 6%

Participation Rate by Recognition Type V Total Participation last year YTD

Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun0

200

400

600

800

1,000

1,200

1,400

EREY SM PHS 2012-13

Non Giving Clubs

Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun0

10

20

30

40

50

60

70

8072

6660 58

5043

Non Giving Clubs 2013-14 Non Giving Clubs 2012-13

Membership by Recognition D3810 MAT

Paul Harris Society Major Donor Bequest Society Arch Klumph Society

0

63

20

0

Waiting Con-firmation

Five Year Trend by Fund (Whole Year)

2008 - 2009 2009 - 2010 2010 - 2011 2011 - 2012 2012 - 2013

-$100,000

$-

$100,000

$200,000

$300,000

$400,000

$500,000

$600,000

Annual Fund PolioPlus Fund Other Funds Endowment Fund

Five Year Trend by Fund

Available DDF

Ways to Contribute

Clubs

Annual FundPolio PlusEndowment FundSix Areas of FocusDisaster RecoveryGlobal Grants

Personal

EREYCenturionsPaul Harris FellowPaul Harris SocietyMajor DonorArch Klumph Society

RotarianContributions

TRFProgramFunding

DDF(District

DesignatedFund)Share

InvestmentEarnings

WorldFund

The Rotary Foundation Money Flow

Funds from Annual Giving available to districts 3 years after they are contributed - through SHARE

Contributions to the Annual Programs Fund made in 2010-11 are now available in 2013-14

Contributions made in 2011-12 available in 2014-15

20092010

20102011

20112012

20122013

20132014

20142015

Annual Fund Three Year SHARE Cycle

Point of Sale Material

Eight Page booklet available from RISPPO at AU$2

each

New Pull Ups available from supplies@rotarydownunder.com.au

for AU$120 plus shipping

New brochures to explain different ways to contribute.

All available from RISPPO at no charge

New Multiple Donor and Individual Contribution Forms

Funding Foundation programs since

1982.

Contributions are NOT spent, but invested in

perpetuity.

A portion of the earnings are used annually to support Foundation

Programs.

Consider a Bequest?

The Endowment Fund

Bill Gates gives to The Rotary Foundation

Why don’t you?

So we can do good in the world

Looking Forward – Planned Outcomes – The return on investment

Giving to THE ROTARY FOUNDATION is future proofing your FOUNDATION Programs

District Grants

Local Community Grants

International

Humanitarian

Grants

Group Study

ExchangeScholarshi

ps

Global Grants

Matching Project Grants

Peace Scholarship

sVTTs

Areas of Focus

Scholarships

Suggested District Business Plan

One Paul Harris

Society member per

Club

33% of all members to

be Centurions

Consider 10% of Club

Fund Raising to

TRF

5 new Major

Donors per year

5 new Bequest Society

members per year

TRF to be part of every

Rotarian’s Charity Giving