The Rotary FoundationThe Rotary Foundation

MyMy Foundation – MyMy Charity of Choice

• Overview of the Foundation

• Review of Each Sub-Committee

• Educate – Communicate - Participate

AGENDAAGENDAAGENDAAGENDA

Sub-committees

The Rotary FoundationThe Rotary Foundation

Regional Rotary Foundation Coordinators

Regional Rotary Foundation Coordinators

District GovernorDistrict GovernorImmediate PDGImmediate PDG DGEDGE

RotaryFoundation Committee

RotaryFoundation Committee

Drew Lamont / John StoddartDrew Lamont / John Stoddart

Grants

Brenda TysonBrenda Tyson

Annual Giving

Henk VanAndelHenk VanAndel

Scholarships

Don LowryDon Lowry

Planned Giving / Permanent Fund

Gillian TaylorGillian Taylor

Polio-Plus

Charlie SchroderCharlie Schroder

Alumni

Ivan DockerIvan Docker

World Peace Fellowship

Joel David Joel David

District 5370 Paul Harris Society

Paul MoultonPaul Moulton

Group Study Exchange

Ross TysonRoss Tyson

Committee Chair

Thank YouThank YouThank YouThank You

• Last year, clubs:• Pledged $253,866 to the Annual Programs Fund• Achieved $308,211$308,211 or 121.41%121.41% of goal• Average per cap of $128.69• Restricted Giving $253,336• Permanent Fund $19,321

• Total Giving in 2009-10 $580,869$580,869

District Designated Funds - HistoryDistrict Designated Funds - History

Contribution Year Collected Amount of DDF (after 3 years)

2007-082007-08 $378,438$378,438 $189,219$189,219

2008-092008-09 $280,784$280,784 $140,392$140,392

2009-102009-10 $299,229$299,229 $149,614$149,614

2010-112010-11 $308,212$308,212 $154,106$154,106

WHAT A DIFFERENCE A DONATION MAKES!WHAT A DIFFERENCE A DONATION MAKES!

Rotary Goals & ObjectivesRotary Goals & ObjectivesRotary Goals & ObjectivesRotary Goals & Objectives

The MissionMission of The Rotary Foundation of Rotary International is to enable Rotarians to advance world understanding, goodwill and peace through the improvement of health, the support of education and alleviation of poverty.

District Foundation Committee:

““Helping Rotarians doing good in the world.”Helping Rotarians doing good in the world.”

Mission StatementMission StatementMission StatementMission Statement

50% goes to World Fund50% goes to World Fund

SHARE - How it Works

The Rotary Foundation Invests for 3 years

The Rotary Foundation Invests for 3 years

Contributions toAnnual Programs Fund

Contributions toAnnual Programs Fund

50% back to the Districtas District Designated Funds

50% back to the Districtas District Designated Funds

2011 - 2012• Ambassadorial Scholarships• World Peace Fellowships (World Fund)• Grants • Group Study Exchange (World Fund)• International / Local Humanitarian Aid• Alumni• Polio-Plus

PROGRAMSPROGRAMSPROGRAMSPROGRAMS

• Ambassadorial ScholarshipsAmbassadorial Scholarships – to students who serve abroad as ambassadors of goodwill to improve international understanding – up to US$25,000

Committee Chair – Henk VanAndel: Edmonton Northeast

SCHOLARSHIPSSCHOLARSHIPSSCHOLARSHIPSSCHOLARSHIPS

• Julie Self– Oxford

Full year Ambassadorial Scholar

-sponsored by the Rotary Club of Edmonton West

Recipient for 2010 - 2011 Year

CURRENT RECIPIENTSCURRENT RECIPIENTSCURRENT RECIPIENTSCURRENT RECIPIENTS

• Heather Sarsons – London School of Economics Full Year Ambassadorial Scholar

- sponsored by the Rotary Club of Lloydminster

• Masters Degree - US$50,000 2 year Fellowship• Professional Development Certificate - US$11,000 3

month intensive studies (now available to Rotarians)• Current Recipient- Gordon Hughes- sponsored by the

Rotary Club of Spruce Grove

These programs are funded through the World Fund

Committee Chair – Ivan Docker: RC Edmonton Strathcona

World Peace FellowshipsWorld Peace FellowshipsWorld Peace FellowshipsWorld Peace Fellowships

GROUP STUDY EXCHANGEGROUP STUDY EXCHANGEGROUP STUDY EXCHANGEGROUP STUDY EXCHANGE

• Funded from the World Fund • 2010- 11 partner country: Ukraine• Team Leader Rotarian - TBA

Dates: Outgoing Team:  May /June 2012Incoming Team: October 2011

Future GSE Trips (Apply as Rotarian Team Leader)

2013 - New Zealand

Committee Chair- Paul Moulton RC of St. Albert

• Matching GrantsMatching Grants – District and the Rotary Foundation to assist in funding international humanitarian service projects. District Directed Funds (DDF) are available for matching with a maximum of US$12,000.00 per Club

• District Simplified GrantsDistrict Simplified Grants – support the service activities or humanitarian endeavors of Rotarians. These funds can used for either local or international projects. The are the maximum of 20% of the DDF. This year amount is $29,906 with a maximum of C$2,000.00 per Club.

GRANTSGRANTSGRANTSGRANTS

• Information and forms are available on the District website

GRANTSGRANTSGRANTSGRANTS

Committee Chair Matching Grants Drew Lamont, RC of Grande Prairie Swan City Committee Chair District Simplified GrantsJohn Stoddart, RC of Camrose Daybreak

TANGIBLE BENEFITSTANGIBLE BENEFITSTANGIBLE BENEFITSTANGIBLE BENEFITS

• International humanitarian aid projects– Polio Plus Partners– Ecuador water project – Surgery Ecuador– Water and Sanitation in Sir Lanka– Learning Centre in Brazil– District 5370 Belize Literacy Program (3-H Grant)

• Annual Programs FundAnnual Programs Fund – This is the essence of the “Every Rotarian Every year” initiative. We encourage all Rotarians to be sustaining members giving US$100 every year for 10 years to the APF.

• Pledge for 2010-2011 is $182,125. (Currently 15 clubs not yet reported)

• Last year’s end result was $308,211!

Committee Chair: Brenda Tyson, RC Edmonton Northeast

SOURCES OF FUND SUPPORTSOURCES OF FUND SUPPORTSOURCES OF FUND SUPPORTSOURCES OF FUND SUPPORT

• Permanent Fund / Planned Giving Permanent Fund / Planned Giving – Through Wills, estate, insurance, stocks, etc.Permanent Fund monies are never spent, they are invested, and the interest earned each year goes to the Annual Programs Fund or World Fund.

• Two recognitions:Benefactor - US$1,000 in your will. Receive “wings” to attach under your Rotary pin.Bequest Society - minimum of US$10,000

Committee Chair: Don Lowry, RC of Sherwood Park

SOURCES OF FUND SUPPORTSOURCES OF FUND SUPPORTSOURCES OF FUND SUPPORTSOURCES OF FUND SUPPORT

PolioPlus CommitteePolioPlus CommitteePolioPlus CommitteePolioPlus Committee

In keeping our promise to eliminate Polio from the world we have immunized over 2 Billion Children.

In one day over 170 million children were immunized in India.

We have to eliminate polio from the remaining 4 countries in the world where it is found.

Funding the Bill and Melinda 200 Million Dollar matching grant challenge with at least $2,000.00 from each club for 3 years, 2009 – 2012. Clubs are encouraged to raise the funds through their community and not generate them from club members.

Committee Chair: Gillian Taylor, RC of Stony Plain

Achieving our GoalAchieving our GoalAchieving our GoalAchieving our Goal

• Initiatives in 2010 – 2011 to achieve our goal

– Increasing membership in District 5370 Paul Harris Society

– Having more Rotarians use TRF-Direct (donating funds periodically from their Bank Account or Credit Card)

– Encouraging Rotarians to become Sustaining Members

– Funding the Bill and Melinda 200 Million Dollar matching grant challenge with at least $2,000.00 from each club

• The Paul Harris Society is a special district recognition program designed for Rotarians who wish to support the Rotary Foundation in a more substantial way each year

• Recognizes individual donors who make a commitment to contribute a minimum of US$1,000 per year to the Annual Programs Fund, Polio Plus and Polio Plus Partners, or the Humanitarian Grants Program.

• Currently over 80 members in the District

Committee Chair: Joel David, RC of Edmonton

The Paul Harris SocietyThe Paul Harris SocietyThe Paul Harris SocietyThe Paul Harris Society

• A new, convenient way is now available for you to make regular contributions to The Rotary Foundation – through TRF-Direct.

• Simply fill in how much you would like deducted from your chequing or savings account or from your credit card.

• Indicate frequency: monthly, quarterly, bi-annually, annually.

• Mail it in to The Rotary Foundation, and you are all set!

• Form is available on the District website under Foundation.

TRF-DIRECTTRF-DIRECTTRF-DIRECTTRF-DIRECT

For TRF-Direct forms only mail to: The Rotary FoundationAnnual Giving, FN500One Rotary Center1560 Sherman AvenueEvanston IL 60201-3698 USA

OR

MAKING A DONATIONMAKING A DONATIONMAKING A DONATIONMAKING A DONATION

• Send a cheque to

The Rotary Foundation Canada Box B9322P.O. Box 9100,Postal Station FToronto, Ontario M4Y 3A5

* Please include the appropriate form

MAKING A DONATIONMAKING A DONATIONMAKING A DONATIONMAKING A DONATION

Alumni BasicsAlumni BasicsAlumni BasicsAlumni Basics

Current Chair: Charlie Schroder- RC St. Albert

Former Ambassadorial Scholars

Former Rotary World Peace Fellows

Former GSE Team members and leaders

Former recipients of a University Teachers Grant ….. Cont’d

Who are Foundation Alumni?

Alumni BasicsAlumni BasicsAlumni BasicsAlumni Basics

Former Rotary Volunteers who have received a grant from the Foundation

Former Discovery Grant recipients

Former Individual Grant recipients

Who are Foundation Alumni?

118,000 Total Alumni(approximate for Oct. 2010)

42,000 are Ambassadorial Scholars 69,000 are GSE members 18% of Rotarians are alumni

How many Foundation Alumni are there?

Rotarian ActionsRotarian ActionsRotarian ActionsRotarian Actions

Actions clubs can take

Invite Alumni to join your club

Ask Alumni to speak to your club

Invite Alumni to serve on Selection committees

Invite Alumni to help with Foundation Presentations

Invite Alumni to work on service projects

FAMOUS QUOTEFAMOUS QUOTEFAMOUS QUOTEFAMOUS QUOTE

Rotarian Treacy Duerfeldt asks,

“If two-thirds of the world – about four

billion people – can live on $2 per day, then

shouldn’t the rest give at least that much?”

Consider making your annual gift today.

• Thank you for your support of the Rotary Foundation

• Further Information is available on our District Website

• Call or email Ross Tyson, District 5370 Foundation Committee Chair at either (780) 672-2829 or

e-mail at jrtyson@telusplanet.net

THANK YOUTHANK YOUTHANK YOUTHANK YOU