DTTS 2018/2019

1. PDG Mohamed Delawar
TRF Funding

2. District 2451
The mission of The Rotary Foundation:
To enable Rotary members 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

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Rotary Foundation Funds
Three main Funds:
1. Annual Fund
2. Endowment Fund
3. PolioPlus Fund

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$1,000
contribution
$500
Up to $250
for District
Grants
• 1:1 match of World Fund to DDF for
Global Grants
• DDF and World Fund can also support
PolioPlus or Rotary Peace Centers
$500
SHARE SYSTEM
Effective 1 July 2015
Earmarked
World
Fund
District
Designated
Fund (DDF)

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TRF Areas of Focus

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… End Polio NOW
• Be a part of history and help Rotary achieve a
Polio-Free World
• Rotarians are challenged to US$355 million
from the Bill & Melinda Gates Foundation
• Global Polio Eradication Initiative (GPEI) is
adopting a long-term strategy to polio
eradication by 2018

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Recognitions

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DONOR RECOGNITION
Paul Harris Fellow Paul Harris Society
Paul Harris
Club Banner

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ARCH KLUMPH SOCIETY

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FUNDRAISING PLAN
Ideas for cultivating donors

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Every Rotarian, Every Year (EREY)
A fundraising initiative to encourage support for
the Foundation’s Annual Fund.
• EREY encourages every Rotarian to:
-contribute to the Annual Fund every year ($100)
-participate in a Foundation grant or program every
year

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PAUL HARRIS SOCIETY
Gifts of $1,000 or more annually
Benefits:
• Increases DDF and number of projects
• Expands pool of leadership donors
• Cultivates future donors
• Keeps members engaged in Rotary
• Members receive recognition

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ANNUAL FUND Contributions
• Annual Fund contributions can go to SHARE, the World Fund, or one of
Rotary's Areas of Focus. All contributions are spent on Rotary projects.
• Annual Fund contributions to the six Areas of Focus count toward a club's
annual giving goal and per capital giving calculations but are NOT not
included in a district's SHARE calculation (do not increase the amount of
your DDF).
• Gifts to PolioPlus and the Endowment count toward a club's annual giving
goal and per capital giving calculations but are NOT not included in a
district's SHARE calculation.
• All contributions except to the Endowment count for PHFs

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MAJOR GIFTS and THE ENDOWMENT

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• What is a major gift?
• What is a major donor?
MAJOR GIFTS

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• Why are they important?
• How do they happen?
MAJOR GIFTS

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ROTARY’S ENDOWMENT FUND
• What is the endowment fund?
• How much is in it?
• Why is it important for TRF?
Total Net Assets + Expectancies: $1 billion+
Program support in recent years: $10 million+
Total program support over last 10 years: $50 million+

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MAJOR GIFTS AND THE ENDOWMENT
• How will I find major donors in my district?
• How will I ask for major gifts?

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MAJOR GIFTS AND THE ENDOWMENT
• RRFCs and their assistants
• Fund Development Staff
• District Fundraising Committee
• Endowment Fund Subcommittee
• Paul Harris Society Coordinator
• Club Foundation/Fundraising Chairs
• Senior Leaders
Who can help me?

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Developing a Fundraising Plan
Worksheet
• Activity: work in pairs

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DEVELOPING A FUNDRAISING PLAN
• Which program did you build a plan for?
• What are the fundraising goals?
• What events or activities did you include?
• Who are the potential donors?
• How will you work with your RRFC, EMGA, Foundation
committees and Zone leaders to identify and cultivate
donors?

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CONTRIBUTION HISTORY
250
200
150
100
50
0
MILLIONSOFDOLLARS

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CONTRIBUTION HISTORY
“Paul Harris had
expressed hope
that instead of
funeral flowers
money might be
sent to [the]
Foundation
for furthering
international
understanding.”

32. District 2451
• Rotary Year 15-16 $18,646.06
• Rotary Year 16-17 $9,235.31
• Rotary Year 17-18 $$14,647.55
Available DDF

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2014-2015 2015-2016 2016-2017 2017-2018
Annual Fund
Contibution
33,170 $ 100 000 $ 150 000 $ 200 000 $
Polio Plus Fund 18,442 $ 50,000 $ 75,000 $ 100,000 $
Endowment Fund 200 $ 10,000 $ 15,000 $ 25,000 $
Benafactures 18 21 23
AF per Capita 17.09 $ 50 $ 75 $ 100 $
Goals Received 52.6% 75% 85% 95%
TRF Goals Summary 2015-2018

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District Funding 13/05/16
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KEY RESOURCES
Publications
• Lead Your District: Rotary Foundation Committee
• Manage Your Global Grant
• The Rotary Foundation Reference Guide
On-line
• E-learning modules at learn.rotary.org
• “Doing Good” videos on Rotary’s YouTube channel
• Rotary’s online giving platform
• District MOU
Zone
• RRFCs and assistant RRFCs
• Endowment/major gifts advisers (EMGAs)

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DO GOOD IN THE WORLD