TRF Funding By Ann Akdawy PETS #2 2015/16 Rotary District 2451

1. Rtn ANN EKDAWY -PHF
TRF Funding and Share System
Rotary Foundation Team
D2451 RY 2015-16
Home Club
RC of Alex. El Nozha

2. 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.

3. CHAIR OF TRUSTEE
Gary C.K. Huang JOHN KENNY Ahmed Saada

4. BINGO
JOHN KENNY
CHAIR-ELECT 2013-14
ROTARY CLUB OF GRANGEMOUTH
SCOTLAND

5. DATE OF TRF FOUNDING
1917
1928
1947

6. At the 1917 convention, outgoing RI President
Arch C. Klumph proposed to set up an endowment
“for the purpose of doing good in the world.”
In 1928, it was renamed The Rotary Foundation,
and it became a distinct entity within Rotary
International

7. The Foundation made its first gift of $500
to the International Society for Crippled
Children.
19 29

8. FIRST FOUNDATION PROGRAM
LAUNCHED
Rotary Peace Centers
Ambassadorial Scholarships
GSE

9. Rotary founder Paul Harris died in1947,
contributions began pouring in to Rotary
International, and the Paul Harris Memorial
Fund was created to build the Foundation.
First foundation program was launched,
Fellowships for Advance Study, later known as
Ambassadorial Scholarships.
19 47

10. . Three programs were launched:
1. Group Study Exchange,
2. Awards for Technical Training, and
3. Grants for Activities in Keeping with the
Objective of The Rotary Foundation, which
was later called Matching Grants.
Rotary introduced the Health,
Hunger and Humanity (3-H) Grants.
The first 3-H Grant funded a project
to immunize 6 million Philippine
children against polio.
1965
-
1966 1978

11. The PolioPlus program was
launched to eradicate polio
worldwide
Rotary Peace Fellowships
.
1985
1987
↓
1988

12. New district, global, and packaged grants
enable Rotarians around the world to
respond to the world’s greatest needs.
20 13

13. Packaged Grants
cancelled starting
October 2014
20 14

14. TRF
Programs
Grants
RF Global
Grants
15,000-
200,000
District Grants
Polio
Contributions

15. WHEN DO WE SUBMIT OUR FUNDING
GOALS
July of the same RY
April of the previous RY
November of the same RY

16. ANNUAL FUND GOAL
GOAL SETTING
WHEN ?
Each club president-elect is asked to submit the Fund Development
Club Goal Report Form to the district governor-elect at the presidents
elect training seminar.( PETS)
DEAD LINE: 30th of April .. Online
HOW MUCH?
The goal should be attainable yet challenging and represent an
increase in giving from the previous year.
Clubs are encouraged to meet or exceed the minimum US$100 per
capita goal.
All Annual Fund contributions count toward the club’s and district’s
goal.
he 2012-13: Worldwide EREY fundraising goal (Annual Fund goal) is
US$120 million.
2 0 1 2 R E G I O N A L R O T A R Y F O U N D A T I O N C O O R D I N A T O R
I N S T I T U T E

24. https://drive.google.com/file/d/0Bwy4E3Oh8HQaNlRDY0hCZ
FBEWFE/view?usp=sharing
Rotary ideas (crowd sourcing platform) : ideas.rotary.org
4 videos to show you how to send your projects:
https://drive.google.com/folderview?id=0Bwy4E3Oh8HQaMH
Y3WWU2OVdOLUE&usp=sharing

31. 2 0 1 2 R E G I O N A L R O T A R Y F O U N D A T I O N C O O R D I N A T O R
I N S T I T U T E

32. 2 0 1 2 R E G I O N A L R O T A R Y F O U N D A T I O N C O O R D I N A T O R
I N S T I T U T E

33. 2 0 1 2 R E G I O N A L R O T A R Y F O U N D A T I O N C O O R D I N A T O R
I N S T I T U T E

34. 2 0 1 2 R E G I O N A L R O T A R Y F O U N D A T I O N C O O R D I N A T O R
I N S T I T U T E

35. ANNUAL FUND
SHARE
Three Years
World
Foundation’s portion of funding
for approved grants
Trustees can allocate funds
where the needs are the
greatest
Areas of Focus
Provide additional options for
Rotarians, friends of Rotary and
other organizations to direct their
contribution to a more specific cause.
Provide the Foundation portion of
global grants and reinforce the
Foundation’s strategic priorities
2 0 1 2 R E G I O N A L R O T A R Y F O U N D A T I O N C O O R D I N A T O R
I N S T I T U T E
50%
(DDF)
50%
(World)

36. Economic and Community Development
Peace and Conflict Prevention/Resolution
Disease Prevention and Treatment
Water and Sanitation
Maternal and Child Health
Basic Education and Literacy

37. WHAT IS EREY? HOW IS IT RELATED TO
THE ANNUAL FUND

38. ENDOWMENT FUND
The Rotary Foundation established an
endowment in 1982, “the Permanent
Fund,”
to ensure a strong future providing a
continuing
stream of income to support Foundation
programs in perpetuity

39. ENDOWMENT FUND
CONTRIBUTIONS
INVESTMENT
EARNINGS

41. ENDOWMENT FUND
$200 million met in 2005
$ 1 Billion met in 2025
8 million available for TRF Programs/Year

42. FOUNDATION FUNDING
Contributions
SHARE
System
10

43. 12

46. WHICH CONTRIBUTIONS COUNT
TOWARD OUR CLUB’S ANNUAL FUND
GOAL?
Polio Plus
Six areas of focus
APF share
APF world
Disaster relief

47. 2 0 1 2 R E G I O N A L R O T A R Y F O U N D A T I O N C O O R D I N A T O R
I N S T I T U T E

48. Polio Plus
Global Grants
Disaster Recovery accounts
Endowment Fund
Do not count toward achievement
of your Annual Fund goal.

49. DO ANY SPECIAL FORMS NEED TO
BE INCLUDED WITH MY GIFT?

53. WHAT ARE FOUNDATION
RECOGNITION POINTS?
1$=1 Recognition point

55. FOUNDATION RECOGNITION
POINTS
contributions
2 0 1 2 R E G I O N A L R O T A R Y F O U N D A T I O N C O O R D I N A T O R
I N S T I T U T E
Foundation
Recognition
Points
Polio Plus
Annual Program
Fund
Foundation Gant
1$=1point
Permanent Fund

56. CAN I APPLY MY FOUNDATION
RECOGNITION POINTS TOWARD
BECOMING A MAJOR
DONOR?
YES
NO

57. WHAT IS THE DIFFERENCE BETWEEN A 100% ROTARY
FOUNDATION SUSTAINING MEMBER CLUB
AND
AN EVERY ROTARIAN, EVERY YEAR CLUB?
Every active member contributed personally 100$ or more
Every active member contributed personally ,Average member
contribution is $100.
Not Every active member contributed personally, however
average member contribution is $100.
Every active member contributed personally ,Average member
contribution is less than $100.

58. HOW CAN MY CLUB BE RECOGNIZED
AS A 100% PAUL HARRIS FELLOW
CLUB?

63. RECOGNITION
Individual
Recognition
Opportunities
Club
Recognition
Opportunities

64. ANNUAL FUND PERMANENT FUND
Individual Recognition 1.ROTARY FOUNDATION SUSTAINING
MEMBER
Benefactor
2. PAUL HARRIS FELLOW. Bequest Society
3.CERTIFICATE OF APPRECIATION
4.MULTIPLE PAUL HARRIS FELLOW
5.PAUL HARRIS SOCIETY
Club Recognition 1. EVERY ROTARIAN, EVERY
YEAR CLUB
2.100% PAUL HARRIS FELLOW CLUB
3. 100% ROTARY FOUNDATION
SUSTAINING MEMBER CLUB
4. TOP THREE PER CAPITA IN
ANNUAL FUND GIVING
Individual Recognition Major Donor
Individual Recognition ARCH C. KLUMPH SOCIETY

65. INDIVIDUAL RECOGNITION
CONTRIBUTION

66. 1.ROTARY FOUNDATION SUSTAINING
MEMBER
INDIVIDUAL WHO PERSONALLY
CONTRIBUTES US$100 OR MORE
EACH YEAR
TO THE ANNUAL FUND.
ANNUAL RFSM BADGE STICKER
IN APPRECIATION OF THIS
ACHIEVEMENT.

67. 2. PAUL HARRIS FELLOW
Anyone who contributes outright or cumulatively, or in
whose name is contributed, a gift of US$1,000 or more to
 Annual Fund,
 Polio Plus,
 Approved Foundation grant.

68. 3.CERTIFICATE OF
APPRECIATION
Donor contributes US$1,000 and wishes to recognize
a business or organization.

69. 4.MULTIPLE PAUL HARRIS
FELLOW
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

70. 5.PAUL HARRIS SOCIETY
recognition for those who
personally contribute US$1,000 or more
each year
The Paul Harris Society

71. CLUB RECOGNITION OPPORTUNITIES

72. FUNDRAISING & RECOGNITIONS
Club Banner Recognition
100% Rotary Foundation
Sustaining Member Club
Every Rotarian,
Every Year Club
80

73. 1. EVERY ROTARIAN, EVERY
YEAR CLUB
This banner is awarded to clubs that achieve
a minimum US$100 per capita and
100 percent participation

74. 2.100% PAUL HARRIS
FELLOW CLUB
Every active (dues-paying) member of the club
must be a Paul Harris Fellow at the time banner
recognition is requested.
The club’s name is added to the all-time
100% Paul Harris List

75. 3. 100% ROTARY
FOUNDATION SUSTAINING
MEMBER CLUB
Every active member of the club must
personally contribute US$100 or more
to the Annual Fund during the Rotary
year.

76. 4. TOP THREE PER CAPITA
IN
ANNUAL FUND GIVING
Banners are given to the top three per
capita giving clubs in each district.

77. PERMANENT FUND
a provision in his/her estate plans
for The Rotary Foundation or
outright gift of US$1,000 or more
to the Endowment Fund
Benefactor

78. BEQUEST SOCIETY
individuals or couples who have made commitments in their
estate plans totaling US$10,000 or more
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

79. MAJOR DONOR
The Rotary Foundation recognizes those individuals or couples whose
combined personal giving has reached US$10,000,regardless of the gift
designation.
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

80. ARCH C. KLUMPH
SOCIETY
. Donors receive a special label pin and a
certificate signed by the president of
Rotary International and the chair of The
Rotary Foundation, and they are invited
to a special event at the annual RI
Convention.
Donors who contribute US$250,000 or more

81. ARCH C. KLUMPH
SOCIETY
Donors who contribute
US$250,000 or more may
have their photographs and
a short profile shown in the
Arch C. Klumph interactive
gallery at Rotary
International’s World
Headquarters in Evanston,
Illinois

82. ARCH C. KLUMPH SOCIETY
Contribution US$250,000 or more
Trustees’ Circle –US$250,000 to 499,999.99
Chair’s Circle –500,000 to 999,999.99
Foundation Circle –1,000,000 and above

83. LATEST FOUNDATION FUNDING
UPDATE
Donors to the Foundation also reached new heights in these noteworthy areas:
27,689 clubs (approximately 80 percent of all Rotary clubs) contributed to the
Annual Fund
367,629 individual Rotarians (30 percent of Rotary’s membership) contributed to
the Annual Fund
In its first year as an official recognition program of The Rotary Foundation, the
Paul Harris Society identified 10,143 members (each contributing $1,000
each year).
With the momentum from this past year, we look forward to even greater
achievements in 2014-15 and to reaching our worldwide Annual Fund goal for
the year: $123 million.

85. ‫عنا‬ ‫فتحدث‬ ‫أرضيناك‬ ‫ان‬
‫الينا‬ ‫فتحدث‬ ‫نرضيك‬ ‫لم‬ ‫وان‬