FoundatioFoundationn

onPresentationA

Annual Giving

The RotaryThe Rotary

2009-20102009-2010

EEVERYVERY R ROTARIANOTARIAN, E, EVERYVERY YYEAREAR

OOURUR R ROTARYOTARY F FOUNDATIONOUNDATION

Assistant R.R.F.C. : PDG George

2

US $1US $1About one in six peoplelive on less than $1 a day

Half the world’s population lives on less than $2 a day

3

US $100.2 millionUS $100.2 millionProgram awards in 2006-07

US $113.2 millionUS $113.2 millionProgram awards in 2007-08

4

Snack foods                       $  18   BillionCoffee $ 32 BillionCandy                               $  24   BillionCosmetic products             $  30   BillionPet products                     $  31   BillionIce Cream                        $  20   BillionSoft Drinks                        $  60   BillionBeer                                $  45   BillionWeight control products  $  33   BillionFast food                          $103   BillionLegal gambling                   $550   Billion

US spending figures in one year

Money spent in the US each Year

5The world needs you!

6

You are the Spirit of RotaryTODAY

and the Legacy of RotaryTOMORROW

7

The RotaryThe RotaryFoundationFoundation

Working towards…Working towards…

The Elimination of PovertyThe Elimination of Poverty

Environmental ConservationEnvironmental Conservation

Food Security, Health Care Food Security, Health Care

and Educationand Education

Mediation and Conflict Mediation and Conflict ResolutionResolution

World Peace and UnderstandingWorld Peace and Understanding

8

PolioPlusPolioPlus•More than 2 billion More than 2 billion children received children received oral polio vaccine oral polio vaccine since 1985since 1985

•Rotary will have Rotary will have committed over committed over US$650 million to US$650 million to eradicate polioeradicate polio

9

•Partnered with seven Partnered with seven leading universities leading universities around the world, around the world, establishing six Rotary establishing six Rotary CentersCenters

•To advance knowledge To advance knowledge and world and world understanding among understanding among potential future potential future leadersleaders

Rotary CentersRotary Centers forfor

International StudiesInternational Studies

10

• Provides travel grants for Provides travel grants for teams to exchange visits teams to exchange visits between paired areas in between paired areas in different countriesdifferent countries

• A team consists of four A team consists of four non-Rotarian young non-Rotarian young professionals and one professionals and one Rotarian who leads the Rotarian who leads the group group

• All Rotarians are eligible to All Rotarians are eligible to apply as team leaders apply as team leaders

Group StudyGroup StudyExchangeExchange

11

•Established in 1947 to Established in 1947 to further international further international understanding understanding

•Among the world's largest Among the world's largest privately funded privately funded international scholarship international scholarship programsprograms

•38,000 scholars from 110 38,000 scholars from 110 countries have served as countries have served as ambassadors of goodwillambassadors of goodwill

AmbassadorialAmbassadorialScholarshipsScholarships

12

•Awarded to faculty Awarded to faculty members to teach in a members to teach in a developing country for developing country for three to ten months.three to ten months.

•Over 450 teachers have Over 450 teachers have shared this experience shared this experience since the start of the since the start of the program.program.

Grants forGrants forUniversity University TeachersTeachers

13

• A District Simplified Grant A District Simplified Grant (DSG) is a tool Rotary (DSG) is a tool Rotary districts utilize to support districts utilize to support short-term, humanitarian short-term, humanitarian projects that benefit the projects that benefit the communitycommunity

• Funded through a portion Funded through a portion of District Designated of District Designated Funds (DDF) to support Funds (DDF) to support projects projects locally or locally or internationallyinternationally

DistriDistrictct

GrantsGrantsSimplifiedSimplified

14

• Volunteer Service Grants Volunteer Service Grants subsidize travel for subsidize travel for international humanitarian international humanitarian service in Rotary countries service in Rotary countries for 5 to 60 days.for 5 to 60 days.

• Funding may be used to Funding may be used to plan specific humanitarian plan specific humanitarian projects for future projects for future implementation or to implementation or to provide direct service to a provide direct service to a specific project in a specific project in a benefiting community.benefiting community.

VolunteerVolunteerService Service GrantsGrants

15

•Matches contributions Matches contributions raised by Rotary clubs raised by Rotary clubs and districts for and districts for international service international service projects involving Rotary projects involving Rotary clubs in two or more clubs in two or more countriescountries

•Nearly $300 million spent Nearly $300 million spent on over 26,000 grants in on over 26,000 grants in 171 countries since 1965171 countries since 1965

GrantsGrantsMatchingMatching

16

3-H 3-H GrantsGrants•Funds long-term, self-Funds long-term, self-

help grassroots help grassroots development projects development projects too large for one club too large for one club or district to or district to implement on their implement on their ownown

•Since 1979, over US Since 1979, over US $74 million to nearly $74 million to nearly 300 projects in the 300 projects in the developing worlddeveloping world

17

Building on our AccomplishmentsBuilding on our Accomplishments

Your annual commitment

to The Rotary Foundation

is the lifeblood

for all of these programs

Our continuing success

depends on your continuing support

18

The Rotary Foundation The Rotary Foundation ISIS Unique Unique

• Addresses all of the greatest educational and humanitarian needs

• Its world reach is greater than the United Nations

• We can go where politicians and religious groups cannot

• We can mobilize our people-to-people contacts

19

Things We Do Better Things We Do Better Than Most Other CharitiesThan Most Other Charities

• Support donor-driven projects

• Bridge the business community to an international need

• Manage costs effectively

• Provide ongoing stewardship

• Respond to evolving world needs and donor interests

20

APF-SHARE 3-Year CycleAPF-SHARE 3-Year Cycle

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

• Contributions made to the Annual Programs Fund in 2005-06 become available in 2008-09

• Contributions made in 2008-09 available in 2011-12

2006

2007

2007

2008

2008

2009

2009

2010

2010

2011

2005

2006

2011

2012

21

Contributions to theContributions to the

Annual Programs FundAnnual Programs Fund

Funds are investedFunds are invested

for three yearsfor three years

After three years, funds are After three years, funds are splitsplit

between DDF and World Fundbetween DDF and World Fund

•Matching GrantsMatching Grants

•District Simplified GrantsDistrict Simplified Grants

•Ambassadorial ScholarshipsAmbassadorial Scholarships

•Rotary CentersRotary Centers

•Extra GSE TeamsExtra GSE Teams

•University Teacher GrantsUniversity Teacher Grants

50% – 50% – District Designated FundsDistrict Designated Funds

•3-H Grants3-H Grants

•One GSE Team per District each yearOne GSE Team per District each year

•Matching Grants (matches district Matching Grants (matches district

and club input)and club input)

•Volunteer Service GrantsVolunteer Service Grants

50% – 50% – World FundWorld Fund

1122 33YearYear

Your Contribution at WorkYour Contribution at WorkPermanent Fund earningsPermanent Fund earnings

also support the World Fundalso support the World Fund

22

SHARE Timeline

2007-08

2008-09

2009-10

2010-11

Funds raised Funds available

March 2009: Donate

scholarship

1 Oct. 2009: Scholars identified

1 Oct. 2009: Extra GSE application

Funds used

31 Mar. 2010: DSG requests

due

23

SHARE Mailings

3 Notifications to Districts for Each Program Year

May 2009

Inform districts of remaining 2008-09

DDF balance

August 2008

Inform districts of carry forward from

2007-08

January 2007

Inform districts of starting DDF balance

(2005-06 funds)2008

-09

24

SHARE Best Practices

2008-09 2009-10 2010-11

Planning (2007-08 funds) SpendingApplying

• Planning– District Rotary Foundation Committee meets prior

to 31 March 2009 and develops spending plans, including donations. (SHARE Worksheet)

25

SHARE Best Practices

2008-09 2009-10 2010-11

Planning (2007-08 funds) SpendingApplying

• Applying– If funding scholars, applications due by 1 October

2009.

– If funding an additional GSE team, applications due by 1 October 2009.

– If requesting the DSG, form due by 31 March 2010.

26

SHARE Best Practices

2008-09 2009-10 2010-11

Planning (2007-08 funds) SpendingApplying

• Spending– Remaining 2010-11 DDF balance may be used for

Matching Grants, GSE program enhancements, additional donations.

27

• Every club will set its APF Every club will set its APF & Permanent Fund goals& Permanent Fund goals

• Suggested Annual Suggested Annual Programs Fund goals:Programs Fund goals:– 100 % Member 100 % Member

Participation Participation

– US$100 per capitaUS$100 per capita

– 10-15 % Increase10-15 % Increase

28

TRF Contribution Reports for 2007-08:

　 2007-08 　 2006-07 　 Increase 　

Annual Giving 113,273,669 　 102,505,505 　 10.50% 　

Polio Plus 114,085,900 　 3,064,901 　 3622.34% see note

Permanent 14,413,682 　 13,161,625 　 9.51% 　

Restricted 25,418,138 　 17,334,230 　 46.64% 　

Subtotal 267,191,389 　 136,066,261 　 96.37% 　

Other 2,408,188 　 0 　 　 　

Total : 269,599,577 　 136,066,261 　 98.14% 　

Note: $100 million from the Bill & Melinda Gates Foundation and $3.5 million from Google are included.

29

Zone 4B Contribution Report by District :

Districts 3450 3460 3470 3480 3490 3500 3510 3520 Total

Members 1,636 3,416 1,618 2,892 1,983 2,289 1,981 3,310 19,125

Annual Giving 329,715 450,134 189,078 271,969 311,083 496,823 243,018 531,776 2,823,596

Restricted 280,543 35,826 23,000 176,670 39,420 51,100 18,022 148,116 772,697

Permanent 1,541,400 13,000 14,000 42,000 32,000 85,000 21,000 115,200 1,863,600

Total : 2,151,658 498,960 226,078 490,639 382,503 632,923 282,040 795,092 5,459,893

APF/Capita 201.54 131.77 116.86 94.04 156.87 217.05 122.67 160.66 147.64

30

Top 10 Districts Ranked by Total Contributions:

　 　 　

　 District TTL Contributions

　 Location 　 　

1 3140 2,558,485 　 India, Maharashtra 　

2 3450 2,151,658 　 H.K, Macau, Mg. 　

3 5280 1,815,759 　 USA, CA 　 　

4 6900 1,631,683 　 USA, GA 　 　

5 5110 1,380,806 　 USA, CA, OR 　

6 3600 1,329,154 　 Korea 　 　

7 5340 1,305,083 　 USA, CA 　 　

8 2650 1,151,082 　 Japan,Fukui,Kyoto,Nar. 　

9 5240 1,149,142 　 USA, CA 　 　

10 5360 1,129,147 　 Canada,AB,BC,SK,NT 　

31

Zone 4 Top 5 Districts Ranked by TTL Contributions

　 District Total US$ Locations

1 3450 2,151,658 H.K,Macau,Mg.

2 3520 795,092 Taiwan

3 3500 632,923 Taiwan

4 3460 498,961 Taiwan

5 3480 490,639 Taiwan

32

　 Top 10 Districts Ranked by APF per Capita 　 　

　 District Per Capita 　 Location 　 　

1 5280 685.60 　 USA,CA 　 　

2 3600 346.04 　 Korea 　 　

3 3750 316.14 　 Korea 　 　

4 5950 303.28 　 USA,MN 　 　

5 3690 281.63 　 Korea 　 　

6 5000 249.02 　 USA,HI 　 　

7 9110 236.10 　 Nigeria 　 　

8 6960 225.56 　 USA,FL 　 　

9 4420 223.88 　 Brazil, Sao Paulo 　

10 3500 217.05 　 Taiwan 　 　

33

Member : 1,190,745

Annual Program Fund : $113,273,669

Restricted Giving : $139,504,038

Permanent Fund : $14,413,682

Total Contributions : $267,191,389

APF per Capita : $95.13

TRF Total Contribution Report 2007-08 :

$113.2$113.2 million / $95.13million / $95.13

34

“ What an impact this wonderful organization has had on my life! I can hold my head high and say...

I helped to …– eliminate Polio; – educate thousands of

students;– promote peace and global

understanding.

I am doing all of this because I am a Rotarian! “

- Mary Q. GarrisonWilber Rotary Club

District 5650

35

The Rotary Foundation is YOUR Foundation

They need Rotary Foundation…...

The Rotary Foundation need Us …..

36

EVERYROTARIAN

EVERYYEAR

EREY:每位社友每年捐獻

37

EREY Recognitions :

38

The Future of Rotary is inYOUR HANDS

Thanks!