ROTARY FOUNDATION 2016/17

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WELCOME

PDG David Rands

Rotary Foundation 2016-17

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TODAY’S PROGRAM

11.00 am David Rands Welcome, sign in, manual distribution

11.10 David Rands Objectives for 2016-17, introduction of District Foundation Team

11.20 Mark Anderson Our Foundation – the broader view

11.45 Pam Pritchard Peace Fellows and Global Grant Scholarships

11.55 Bob Aitken Polio Eradication Update

12.00pm David Dean The Grants System – District grants

Global Grants

LUNCH – Return at 1.30pm

1.30 David Rands The Annual Fund – Share – Ways to Give

1.35 Tony Castley Urgency to give now to the Foundation

1.40 Gavin Ralston Centurions

1.50 David Cook Paul Harris Society / Major Donors

2.00 Monica Saville The Endowment Fund – Million Dollar Dinner

2.10 David Rands Q and A – with Sub Committee Chairs and Mark Anderson

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THE ROTARY FOUNDATION – D9685 ZONE REPS

Beaches Peter Kindred

Mountains David Cook, Jennifer Scott

Upper North Shore John Cameron, Neil Howie

North Shore Charlie Barnett, Pam Pritchard

Northwest Bruce Nicholls, Bob Kaye-Smith

The Hills Barry Philps

Central Coast David Dean, Ross Pearse

Upper Central Coast Liz North

Riverside Monica Saville

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FOUNDATION D 9685 2016-17 COMMITTEE CHAIRS

Scholarships Pam Pritchard

Polio Bob Aitken, Bruce Nicholls

District and Global Grants David Dean

Foundation Alumni Lindsay May

Annual Giving David Rands

PHS, Major Donors David Cook

Centurions Gavin Ralston

Endowment Fund Monica Saville

Treasurer Jim Wells

Audit / Review Tony Durbin

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THE ROTARY FOUNDATION – THE CLUB CHAIR ROLE

• Encourage Club project chairs to apply for Foundation

Grants and help members be involved in those projects

• Be knowledgeable about the Grants process and options

available – advise the club

• Promote the Foundation’s work frequently at Club meetings.

• Arrange an inspirational Foundation focused program 4

times per year .

• Set goals and encourage all members to be a Centurion.

Assist the club treasurer in managing the receipts

• Promote membership of the Paul Harris Society and the

Bequest Society. Inspire your fellow members to give to

OUR Foundation.

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Our Foundation

Mark Anderson

Senior Coordinator | Fund Development

Rotary Foundation

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”

Rotary Foundation Motto & Mission

Our History

Then President Arch C. Klumph proposed to set up an endowment in 1917

The 1916-17 Board of Directors. Top (left to right): F.W.

Galbraith Jr., E. Leslie Pidgeon, Chesley R. Perry, Guy

Gundaker. Bottom (left to right): Arch C. Klumph, Allen

D. Albert.

The first contribution to the

endowment was from the

Rotary Club of Kansas

City, Missouri, USA for

$26.50.

The endowment is the

precursor to The Rotary

Foundation, the not-for-profit

philanthropic organization that

supports Rotary International.

“For the purpose of doing good in the world”

The Rotary Foundation so far…

• First Grant - $500 to the crippled children society 1929

• Ambassadorial Scholar Program Launched 1947

• GSE Program launched 1965

• 3H Program Launched 1979

• Polio Plus Launched 1985

• Rotary Peace Fellow Program Launched 1999

• Future Vision Program Pilot Launched 2009

• Areas of Focus Grants Program launched 2013

Peace and Conflict Prevention/Resolution

Disease Prevention and Treatment

Water and Sanitation

Maternal and Child Health

Basic Education and Literacy

Economic and Community Development

Areas of Focus

End Polio now and forever

Strengthen Rotarians’ knowledge, engagement, and financial support for TRF

Increase the quality and impact of Rotary’s humanitarian service effort through Rotary Grants and

the Six Areas of Focus

Enhance the image and awareness of the Foundation’s achievements, particularly the success of Polio Plus and

its 100 year record of Doing Good in the World

The Rotary Foundation Priorities

Our Structure

Rotary International – Directors (15 x 2 year terms)

The Rotary Foundation – Trustees (15 x 4 year terms)

34 Zones RRFC – Regional Rotary Foundation Coordinator

536 Districts DRFC – District Rotary Foundation Chair

35,000 Clubs Foundation Director

The Government of Rotary

64,000 Rotarians

Rotary International - Offices

Regional Overview

The Rotary Foundation Staff at Parramatta

General Responsibilities

• Proactively assist with increasing the level of funding received

• Support and assist the manager of the TRF in the SPPO (PDG Bruce Allen)

• Developing of TRF fund raising Activities specific to:

• Every Rotarian Every Year Administration (Centurion)

• Paul Harris Fellow Administration

• Paul Harris Society Administration

• Major Donor Administration

• Bequest Society Administration

• Arch Klumph Society

• Periodic Reviews for DGs, DRFCs, & RRFCs of TRF

• Promote the Activities of TRF to Clubs and Rotarians

Position Description

RRFC Jesus Nicdao E/MGA Raffy Garcia

RRFC John Barnes E/MGA Monica Saville

RRFC Eric Wood E/MGA Ron Geary

Zone 8 Part

Zone 7b Part 8

Zone 7A

The Rotary Foundation Volunteer Team

Varies from club centric to personal dependent on the

region.

Indonesia – Personal

Philippines – Personal

Australia – Combination 80% Club/20%

Personal

New Zealand - Club 90+%

Annual Fund 74.4% More emphasis required on

types and ways of giving

Endowment Fund 1.2% Create

awareness Peace

Centers Fund the

Future

Polio 18.5% High Level of

Emotion

Opportunity for NID

Participation

Other 5.8% Support of

projects close to heart

Mainly club giving but also

personal

The Culture of Giving & Fund Appeal

$58.89

$67.45 $74.54

$87.66

$75.71 $82.30

$114.40 $114.69 $121.86 $123.03

$116.35

2004-05 2005-06 2006-07 2007-08 2008-09 2009-10 2010-11 2011-12 2012-13 2013-14 2014-15

Zone 8 - Australia

All values US$

$738.28

$655.55

$436.42 $411.18 $409.67 $409.43

$316.88 $302.36 $294.38

$248.30

0

10

20

30

40

50

60

$0

$100

$200

$300

$400

$500

$600

$700

$800

Beecroft E-Club ofGreaterSydney

Carlingford Hornsby Castle Hill Turramurra Central BlueMountains

Mosman St. Ives Lane Cove

Per Capita Membership

Top 10 Per Capita Clubs – D9685 , 2014-15

36.6%

Australia

Individual

Club

18.0%

New Zealand

Individual

Club

96.4%

3.6% Philippines

Individual

Club97.1%

2.9% Indonesia

Individual

Club

48% of Rotarians Contributing 43% of Rotarians Contributing

21% of Rotarians Contributing 7% of Rotarians Contributing

Personal Giving v Other Giving By Country Group.

Global Grants 1,078 $68.8m 3,387 Clubs

District Grants 488 $25.2m 8,102 Clubs

Polio 81 $128.95m

Where the money went in 2014-15

Grants Value Participation

Peace and Conflict Prevention/Resolution

– 68 Grants

Disease Prevention and Treatment

– 330 Grants

Water and Sanitation

– 302 Grants

Maternal and Child Health

– 78 Grants

Basic Education and Literacy

– 133 Grants

Economic and Community Development

– 167 Grants

68

330

302

78

133

167

Global Grants by Area of Focus

29%

22%

37%

3% 5%

Health Education

Community Delevopment Water & Sanitation

Contingency Food / Agriculture

54%

6%

1% 4%

4%

6%

10%

15%

Australia Cambodia Fiji

Indonesia Myanmar Sri Lanka

Timor Other

39 Grants for the year

Grant value US$96,924

Recipient Countries Areas of Focus

District Grant Activity D9685

District Grant Activity D9685 (2014-15) Activity Type Activity Description Activity Sponsor Activity Country Budget Amount Actual Amount

Children's play ground facilities Babage Creek

Road

Roseville Chase Australia $2,700.00 $2,700.00

Counselling for victims of domestic violence Castle Hill Australia $0.00 $900.00

Gro -TREE project Chatswood

Sunrise

Australia $1,800.00 $1,800.00

Improving facilities at Tuldumande Youth refuge Northbridge Australia $2,700.00 $2,700.00

Indigenous scholarships for rural students Wahroonga Australia $2,700.00 $2,700.00

Landscaping at Leura memorial gardens Central Blue

Mountains

Australia $2,700.00 $2,700.00

Manly women's shelter renovation Manly Australia $2,700.00 $2,250.00

Memorail to ship builders joint project Gosford

council

Kincumber Australia $2,700.00 $2,700.00

Mental health unit upgrade Katoomba Hospital Blackheath Australia $2,770.00 $1,385.00

Musical instruments Aboriginal community Beecroft Australia $0.00 $900.00

Neringah Hospice rennovate building Ku-Ring-Gai Australia $2,700.00 $1,730.00

Support dogs for disabled childrens program The Entrance Australia $2,700.00 $2,700.00

Upgrade of the Wayside Chapel facilities North Sydney Australia $2,700.00 $2,700.00

Annual Fund

For Support Today

Endowment Fund

To Secure Tomorrow

Polio Plus Fund

End Polio Now

Supporting The Rotary Foundation

Support Material

Pull Up Display Banners

The Rotary Foundation Gift Cards

Brochures

Personally Contribute

Become a Centurion (EREY)

Give personally to

become a Paul Harris Fellow

Become a Paul Harris Society Member

Set a goal to become a Major Donor

Consider Bequest Society membership

Please consider

one of your charities?

Support

• RRFC – PDG John Barnes – Southern Australia/New Zealand • ARRFC – PDG Tony Castley – D9675, D9685, D9700 • E/MGA – PDG Monica Saville – Southern Australia/New Zealand • DRFC – PDG David Rands • Rotary Staff – PDG Bruce Allen/Mark Anderson • District Foundation Team

– Grants Chair – Annual Fund Chair – Paul Harris Society Chair – Endowment Fund Chair – Scholarships Chair – Stewardship Chair – VTT Chair – Polio Fund Chair

Foundation Month

Encourage Members to consider their

Personal Giving to the FOUNDATION during

this month

Encourage Clubs to recognise community

leaders with a

PAUL HARRIS FELLOW

during this month

Encourage Clubs to have a Guest Speaker

on

THE ROTARY FOUNDATION

this month

Have a

PAUL HARRIS SOCIETY

recognition dinner

November is Foundation Month

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Peace Fellows and Global Grants Scholarships

PDG Pam Pritchard

Turramurra Rotary Club

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GLOBAL GRANT SCHOLARSHIPS

US $30,000 scholarship for 2016-17

Due 31st March 2017

Aligned to an Area of Focus

For overseas study at a post graduate level

William Chan

Global Grant scholar 2014-15

Currently studying in Milan

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ROTARY PEACE SCHOLARSHIPS

TWO YEAR MASTERS DEGREE

Average cost to the Foundation US$80,000

• Bachelor’s degree and related experience

• Commitment to international understanding and peace

• Excellent leadership skills

Applications due 1st May 2016

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ROTARY PEACE SCHOLARSHIPS

THREE MONTHSPROFESSIONAL DEVELOPMENT CERTIFICATE

• Five years of related full time work or volunteer experience

• Strong academic background

• Commitment to international understanding and peace

Applications due 1st May 2016

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Polio Eradication Update

PDG Bob Aitken

Lower Blue Mountains Rotary Club

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THE RISE AND FALL OF POLIOMYELITIS

1916 First major polio epidemic in USA, 27,000 cases , 6,000 deaths

1929 Franklyn D Roosevelt contracted polio at 39. As President he proved to be a huge asset to the polio campaign

1934 LA epidemic, 5% of Doctors and 11% of Nurses treating patients contract the virus.

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THE RISE AND FALL OF POLIOMYELITIS

1940 Australian Nurse Sister Elizabeth Kenny leads revolution in the treatment of polio by advocating the use of hot packs instead of stretching limbs

1955 Dr Jonas Salk’s trials injectable vaccine on 1.8 million children

1970 Dr Albert Sabin develops oral vaccine which quickly becomes vaccine of choice

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THE RISE AND FALL OF POLIOMYELITIS

1985 • 350,000 cases of polio each year with thousands of deaths and disabilities

• RI launches campaign after Dr Sabin speaks to Rotary Leaders at the International Assembly in Nashville USA

• Decision made after successful trial in the Philippines

• Inspired by our own RI President Clem Renouf

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THE RISE AND FALL OF POLIOMYELITIS

2014 359 cases of polio

2015 74 cases, India and Africa declared polio free

2016 Pakistan and Afghanistan remain

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THE RISE AND FALL OF POLIOMYELITIS

Since 1985, Rotary has raised and invested $1.5 billion

in the campaign with governments around the world

like the USA and India expending billions more.

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THE RISE AND FALL OF POLIOMYELITIS

In India every two months:

• One National Immunisation Day (NID) conducted

• 2.5 million volunteers take part

• 500 special Rotary Booths set up to organise NID’s

• 180 million children immunised in 8 hours

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What Now?

Are we prepared for the ENDGAME?

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WORKSHOPS

• District 9685 pleased to partner with Polio Australia to provide vital community service

• Decades after polio epidemics in Australia it is estimated that some 400,000 people are suffering from “Late Effects of Polio” (LEoP) or Post Polio Syndrome (PPS)

• Workshops were held and were vital in the management and treatment of other chronic diseases and LEoP/PPS

• If LEoP not identified, symptoms can worsen rapidly due to incorrect care

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Thanks to everyone involved with the workshops in

particular Polio Australia, Polio survivors and the young health professionals who gave up their

time to participate

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District Grants and Global Grants

PP David Dean

Rotary E-Club of Greater Sydney

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GLOBAL GRANTS

DISTRICT 9685 GRANTS

Australia - International

Two major types of Grants

Humanitarian, Vocational Training Teams

Scholarships , Special Grants

ROTARY FOUNDATION GRANTS

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ANNUAL PROGRAMS FUND

SHARE

District Grants

A$140,000

50% us$100,000

DDF $200,000

District

Designated Fund

50% $200,000 50% $200,000

World Fund

100% MATCH

$us100,000

+100% match Global Grants

US$200,000

FUNDING MODEL- DISTRICT 9685 2016-2017

Other (Club , Cash etc)

+ 50%match

District Controlled Trustees Controlled

Over $US400,000 - from the Annual Programs Fund 2013-14

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DISTRICT GRANTS- PAGE 6

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DISTRICT GRANTS

• District Grants are helping Grants, to help clubs fund one or more of their projects

• For smaller activities and projects

• Locally or internationally

• Managed by District

• Easy to apply and easy to report

• Grants up to $6,000 for International Projects and $3,000 within Australia

• District and Clubs must be qualified

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GRANT RULES

• One Grant per club

• Applications by May 30th helps District get their grant in earlier and receive the money quicker

• “To do Good in the World”

• Minimum club contribution 100% of grant

• New project and one not yet started

• Club involvement- not a cheque hand out

• One page application- approved by the club Board

• District and Clubs must be qualified every year!

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GRANT RULES – QUALIFICATIONS AND REPORTING

• Club must sign MOU

• Participate in the District Training

• Complete the Club Goals online

• Australia min-$500 , max $3,000, first payment 50%

• International min-$1,000- max $6,000 first payment 50%

• Grants must be completed in the Rotary year

• Reports: Interim March, Final May 30th 2016

• Reports must include good photos – high res please!

• 50 +clubs to have a District Grant in 2016-17

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DISTRICT GRANT EXAMPLE 2015-16

The Rotary Club of Belrose supported a project in Sri Lanka called Network Heaven

which provided school supplies to 1200 children via Frenchs Forest Baptist Church.

They raised $2500 which was matched by a District Grant of $2500.

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EXAMPLES: DISTRICT GRANTS FOR AUSTRALIAN PROJECTS

Club Project

Central Blue Mountains Disability Services

The Entrance Play area special needs kids

Mosman Library Footpath

Castle Hill Wheelchair Ramp

Woy Woy Hospital bed

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EXAMPLES: DISTRICT GRANTS FOR INTERNATIONAL PROJECTS

Club Project

Upper Blue Mountains Sunrise

School Equipment - Vanuatu

Wahroonga Disaster Recovery - Nepal

E-Club Greater Sydney Days for Girls / Sewaid - Fiji

Vinegar Hill Water & Sanitation – Sri Lanka

Northbridge Dental Equipment - Cambodia

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DISTRICT GRANTS 2016-17

We expect 50+ clubs to have a District Grant in 2016-17

Participation in District Grants helps clubs to better understand The Rotary Foundation and….

encourages stronger participate in club and personal giving to The Rotary Foundation.

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GLOBAL GRANTS PAGE 8

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GLOBAL GRANTS

Larger projects $US30,000 +

Long-term projects

Larger grant awards-up to $200,000

Sustainable, measurable outcomes

Alignment with one of six areas of focus

District and clubs must be qualified

World Fund match- minimum $15,000

Applied for online by clubs

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EXAMPLE – GLOBAL GRANT WITH $US10,000 DDF

* TRF Match must be at least $15,000

The $10,000 DDF ideally made up from $6,000 DDF D9685 and $4,000 from the overseas district .

$10,000 $5,000 $15,000

$10,000 $10,000 $20,000

Total $15,000 $35,000

Club

cash DDF

TRF

Match* Total

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AREAS OF FOCUS

Peace and conflict prevention/resolution

Disease prevention and treatment

Water and sanitation

Maternal and child health

Basic education and literacy

Economic and community development

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TYPES OF GRANTS

Humanitarian Projects

Vocational Training Teams

Graduate Scholarships

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EXAMPLES: GLOBAL GRANTS

Club Project

Hills Kellyville Medical Equipment – Jaffna Teaching Hospital

Hunters Hill Drilling Well in Congo

Roseville Chase Water is Life

District 9685 HPV – Port Moresby PNG

District 9685 Global Grant Scholarship

Since the program started in 2013,

clubs in our district have participated in over

$2 million in Global Grants!

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SUMMARY

District Grants – Up to $A6,000

- Simple one-page application

- First-come, first serve

- One per club

Global Grants – Minimum $US 30,000

- Our district is the Australian leader

- Talk to us first for help in project design

My email: djhdean@gmail.com 0412 798 526

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Lunch

We resume again at 1.30pm

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The Annual Fund

PDG David Rands

Rotary Foundation 2016-17

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THE ANNUAL FUND

Is the working account of the Foundation

Is used in its entirety for the work of the Foundation - Today

Humanitarian grants

Educational grants

Peace Fellowships

Money collected from Districts this year is invested (to cover

part of the administration costs) for three years

After 3 years half the amount is returned to Districts as DDF

The other half remains with the Foundation to provide funds for

matching district and club funds in Grants

Funded by Rotary Clubs and Rotarians

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Urgency to give to the Foundation now

PDG Tony Castley

Rotary E-Club of Greater Sydney

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By Rotarians and Rotary Clubs

Funding The Foundation

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Our CLUBS has received the following grants 2014-15

• District Grant - 40 club grants totaling $ 96,000

• Global Grants - 15 approved Global Grants $127,000 DDF

• Global Grants - Foundation Match $127,000

• Foundation Scholarship $ 15,000 DDF

• Foundation Scholarship match $ 15,000

• Clubs $91,785 input-50% match $ 45,839

• $ Total funding from the Foundation US $425,839

Funds raised in 2014-15 by D9685 US$ 343,520

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2015-16 Target $450,00 $130,000 $700,000 Please !

YTD as at April Ist $135,810 $ 42,065 $192,528 Help !

Annual Fund US$

Polio Plus US$

Total including endowment funds

and club contribution to grants $US

2012-13 $296,488 $131,917 $532,687

2013-14 $409,314 $126,452 $653,214

2014-15 $343,520 $126,425 $519,049

Fund raising in District 9685 last 3 years D

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1,500 Centurions x A$100= US$100,000 from members 70 x PHS’s = $ 70,000 from members Major Donors = $ 60,000 from members *74 Clubs x $3,000 average = $220,000 from clubs Total $450,000 * 10% of club fund raising

$450,000 USD Annual Fund

( 2013-14 9685 - $409,314 )

District 9685 Targets 2015-16

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The Centurion Coin Collecting Pole

• 50 x $2.00 coins = A$100.00

• One set as been given to every

Rotarian in the District !

• Replacement poles are available

• Filled Poles to be given to the Club

Treasurer

• Ideally for first time Centurions

• An additional fund raiser for those who

already give in other methods

District Centurion Chair : Gavin Ralston

Phone 9452 4666 , 0416 173015

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1,500 Centurions x A$100= US$100,000 from members 70 x PHS’s = $ 70,000 from members Major Donors = $ 60,000 from members *74 Clubs x $3,000 average = $220,000 from clubs Total $450,000 * 10% of club fund raising

$450,000 USD Annual Fund

( 2013-14 9685 - $409,314 )

District 9685 Targets 2015-16

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Thank You

Thank You

for supporting

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Centurions

PP Gavin Ralston

Rotary E-Club of Greater Sydney

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Giving to Charity

Do you give to a

charity?

Why not give to our

Charity?

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THE CENTURION PROGRAM

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AUSTRALIAN

$100.00 a year

Tax deductable

Goes towards PHF

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Paul Harris Society

PDG David Cook

Lower Blue Mountains Rotary Club

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Paul Harris Society

Bringing positive change to communities around the world

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WHAT IS THE PAUL HARRIS SOCIETY?

US$1,000 every year

Annual Fund

PolioPlus Fund

Approved Foundation grants

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WHY JOIN THE PAUL HARRIS SOCIETY?

Doing so helps ensure the

continued good work of Rotary

members.

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JOINING THE PAUL HARRIS SOCIETY

Become a member

Join online.

Complete the brochure

Call the Rotary Support Center

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ROTARY DIRECT

Recurring giving

Choose your designation

Set amount & frequency

Monthly

Quarterly

Annually

Enroll online: www.rotary.org/give

PHS membership is automatic

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PAUL HARRIS SOCIETY RECOGNITION

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Thank you for your time, commitment, and support.

QUESTIONS?

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Major Donors

PDG David Cook

Lower Blue Mountains Rotary Club

Major Donors by District

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The Endowment Fund – Million Dollar Dinner

PDG Monica Saville

Epping Rotary Club

The Endowment Fund

Supporting The Rotary Foundation

Annual Fund

For Support Today

Endowment Fund

To Secure Tomorrow

Polio Plus Fund

End Polio Now

Benefactor (US$1,000+)

Bequest Society (US$10,000+)

Ways to Give – and Recognition

Bequest Society Members

leave US$10,000 or more in their

Will so their contribution

will work forever.

4 4 4 1

4 7

25

20

10 7 6

11

1

8

4 1

11 13

2 1

3

1

3

4

9

7

1

2

6

3

1

1

4 3

1 1

1

1 2

1

2 3

1

3

1

3 1

1

1

1

2 1

1

2 1

3

1

2

5

1

2

2

1

1

1

1 2

1

1 1

2

1

1

D9455 D9465 D9500 D9520 D9550 D9570 D9600 D9630 D9640 D9650 D9670 D9675 D9685 D9700 D9710 D9780 D9790 D9800 D9810 D9820 D9830

Level 1 Level 2 Level 3 Level 4 Level 5 Level 6 Level 7

Bequest Society, by District, Moving Annual Total

The Million Dollar Dinner

D9685

PRESENTATIONS AVAILABLE ON-LINE

Today’s presentations are available on the

District 9685 website

Go to District > District Training > District Assembly

or:

assembly.rotarydistrict9685.org.au

YOUR EVALUATION

Please evaluate today’s

presentations on the

District 9685 website

Go to District > District Training > District Assembly or:

evaluate.rotarydistrict9685.org.au

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Q and A

PDG David Rands

Rotary Foundation 2016/17

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Afternoon Tea

We resume again at 3.00pm

Futter Hall