TRF Annual Fund / Rotary Foundation Giving Seminar 2017... · TRF Annual Fund / Rotary Foundation...
Transcript of TRF Annual Fund / Rotary Foundation Giving Seminar 2017... · TRF Annual Fund / Rotary Foundation...
TRF Annual Fund / Rotary Foundation Giving
By: Peter Anderson,
District 7610
Annual Giving Chair
16 September 2017
RI Vision / TRF Mission
• Rotary International Vision – To provide a vibrant service organization of diverse community leaders who actively collaborate to improve lives locally and worldwide.
• The Rotary Foundation (TRF) 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.
Why The Rotary Foundation?
• Our name is Rotary International
• We are Rotarians – shouldn’t The Rotary Foundation be one our charities of choice?
• Rotary Club monitor “on the ground”
• Tough reporting and checking system
• Charity Navigator’s highest (4-star) rating (100 out of 100)
• This is what allows us to do our good works.
TRF Factoids (Data from RY2015-2016)
• Foundation Approved 494 District Grants ($25.5M)
• Foundation Approved 1165 Global Grants ($76M)
• 89 Peace Fellows and 6 Rotary Peace Centers ($3.8M)
• PolioPlus program awards, including PolioPlus Partners grants, totaled $123M
• Total $215.5M
DISEASE PREVENTION AND TREATMENT
Rotary Year 2015-2016
378 Grants $27.0 Million
WATER AND SANITATION
Rotary Year 2015-2016
272 Grants $18.9 Million
BASIC EDUCATION AND LITERACY
Rotary Year 2015-2016
173 Grants $10.3 Million
ECONOMIC AND COMMUNITY DEVELOPMENT
Rotary Year 2015-2016
165 Grants $9.2 Million
MATERNAL AND CHILD HEALTH
Rotary Year 2015-2016
93 Grants $6.9 Million
PEACE AND CONFLICT /PREVENTION/RESOLUTION
Rotary Year 2015-2016 • 84 Grants
• $3.7 Million (not including
Peace Fellows)
• Rotary Peace Fellows
$60K two year fellowship
to a Rotary Peace Center
100 Peace Fellows/Year
• 6 Rotary Peace Centers
Duke University &
University of North Carolina
at Chapel Hill, North Carolina
University of Bradford,
West Yorkshire, England
Chulalongkorn University,
Bangkok, Thailand
International Christian
University, Tokyo, Japan
University of Queensland
,Brisbane, Australia
Uppsala University,
Uppsala, Sweden
TRF RECOGNITION
• EREY– $25 per member to Annual Fund Share
• EREY Club– $25 per member w/ $100 per capita) to Annual Fund Share
• Sustaining Member - $100 to Annual Fund Share
• PHF - $1000 or 1000 PHF points or combination of both to the Annual Fund or Polio Plus
• PHS - $1000 annual to the Annual Fund or Polio Plus
ANNUAL FUND GIVING OPTIONS
• Annual Fund - Share
• Annual Fund – World Fund
• Annual Fund - Peace and Conflict Prevention/ Resolution
• Annual Fund - Disease Prevention and Treatment
• Annual Fund - Water and Sanitation
• Annual Fund - Maternal and Child Health
• Annual Fund - Basic Education and Literacy
• Annual Fund - Economic and Community Development
50% of Annual Fund-Share returns to the District after 3 three years
Designate Area of Focus in Grants not when donating
SHARE
District Designated Fund (DDF) World Fund
Earnings pay for
TRF
administration
Annual Programs Fund
YEAR 1 YEAR 2 YEAR 3
Global Grants
YEAR 3
Club $10,000 District Match
$10,000
TRF Match
District (1:1) $10,000
Club (1:.5) $5,000
= $35,000
Club $10,000 District Match
$0
TRF Match
District (1:1) $0
Club (1:.5) $5,000
= $15,000
With Annual Fund Share
Without Annual Fund Share
ANNUAL FUND SHARE GIVING
• Unrestricted
• Determines club per capita, EREY, and Sustaining Member status
• Determines availability of funds for TRF programs 3 years hence
TIPS FOR ENCOURAGING GIVING
• Use stories to introduce members to the Foundation and inspire support.
• Share your project experiences,
• Invite a beneficiary or participant to talk about
how their life has been changed or a donor to
share why they made a gift.
• Focus on one beneficiary
Take the listener on a journey with colorful details
Involve the listener
• Include a call to action
TIPS FOR MAKING GIVING EASY
• Recurring/automated giving: ROTARY DIRECT
• Promoting giving by club dues option
• Club Fundraisers
• Daily Change Jars
• Rotary Direct –Automated Deductions
• Suggestions?
DISTRICT 7610 ANNUAL GIVING GOALS RY2017-2018
• Polio Plus – $1500
• Every Rotarian contributes to TRF- during the Rotary year: Annual Fund, PolioPlus Fund, approved global grants, or Endowment Fund.
• Attain a minimum Annual Fund contribution to TRF of $150 per capita
Thank you for your commitment and support of Rotary’s Humanitarian and
Educational programs.
You truly exhibit an
Admirable example of
Rotary’s motto:
“Service Above Self”
THANK YOU FOR GIVING TO TRF
QUESTIONS?