The Rotary FoundationRotary District 7610Foundation Seminar

Aug 21, 2010

District 7610 Foundation Seminar

WelcomeDG Ron Marion

Our Guests

PDG Joe Mulkerrin

PDG Jim Pierce

District 7610 Rotary Foundation Giving

2009-10

DRFC Travis White

District Giving 2009-10

• Annual Program Fund (APF) Goal - $337,336• APF Giving - $453,904 • APF Goal Achieved – 134.56%• APF Per Capita - $207.26 (8th in the world!)• Restricted Giving/Permanent Fund - $168,222• Total Giving - $622,125• No non-giving clubs• EREY Clubs - 21• Sustaining Member Clubs - 6• Sustaining Members – 59%• 100% Paul Harris Clubs - 5

District Giving 2008-09(Cont’d)

• Major Donors – 16• Bequest Society Members – 5• New Paul Harris Society Members – 40

(total – 110)

Recent Giving HistoryYear Goal APF Goal

Achieved APF % APF Per Cap

Total Giving

2004-05 $180,000 $219,359 122% $96.68 $331,943

2005-06 $234,240 $258,918 111% $115.49 $351,116

2006-07 $224,140 $390,865 174% $180.70 $588,271

2007-08 $315,005 $392,408 125% $176.44 $600,808

2008-09 $324,520 $339,361 105% $150.05 $453,202

2009-10 $337,336 $453.904 135% $207.26 $622,125

APF Benefit 2010-11 DGN Ron Marion

• APF 2007-08 - $392,408• District Designated Funds

– 50% APF - $196,204– Permanent Fund Distribution – $3,724– Total Share - $199,928

• Allowed:– Districted Simplified Grant $39,240 (26 clubs)– Remaining Humanitarian and Educational Programs -

$160,688 • $65,000 Educational – 2 Ambassadorial Scholarships; GSE• $95,688 Grants – 16 projects

Projection 2011-12DGE Jon Allan

• APF 2008-09: $339,562• DDF

– 50% APF - $169,781– Permanent Fund Distribution $0– Total Share - $169,781– Allows:

• DSG - $33,911 (22 clubs – 4 less)• Remaining for Humanitarian & Educational Programs -

$135,825 – $52,000 Educational (GSE paid by World Fund)– $83,825 Humanitarian - $11,863 less – 4+/- fewer grants

Projection 2012-13DGN Steve Cook

• APF 2009-10: $453,904• DDF

– 50% APF - $226,952– Permanent Fund Distribution $?– Total Share - $226,952– Allows:

• DSG - $45,390 (30 clubs)• Remaining for Humanitarian & Educational

Programs - $181,562– $65,000 Educational ? (GSE paid by DDF)– $116,562 Humanitarian (20+/- grants)

APF Giving 2010-11(Through Aug 16)

Where are we so far this year?• Goal: $335,610• APF: $34,939• APF % of Goal: 10.41%• Good Start – about $2,000 more than end

Aug last year

APF Conclusion• Important we continue momentum from last year!• Need to continue early emphasis:

– Encourage EREY (Rotarian gives something)– EREY Club (everyone gives something; club per cap ≤

$100)– Sustaining membership (every Rotarian gives $100)– Paul Harris Society (Rotarian pledges $1,000/year)– Major Donors (Rotarian gives accumulated total of

$10,000)– Major Gift ($10,000, 3 year pledge option)

• Club leadership and Foundation Chairs urged to participate in Fund Development Workshop during breakouts

Questions?