The Rotary Foundation My Foundation My Charity

The Rotary Foundation My Foundation – My Charity of Choice

AGENDA • Overview of the Foundation • Review of Each Sub-Committee • Educate – Communicate - Participate

The Rotary Foundation Regional Rotary Foundation Coordinators Immediate PDG District Governor DGE Rotary Foundation Committee Annual Giving Alumni District 5370 Paul Harris Society Diana Parker Judy Harcourt Brent Collingwood Grants Group Study Exchange Hugh Impey Ihor Kruk Planned Giving / Permanent Fund Polio-Plus Tim Haak Glenys Coleman Scholarships World Peace Fellowship Muriel Dunnigan Nonie Buski Committees

Thank You • • Last year, clubs: Pledged $280, 000 to the Annual Programs Fund Achieved $378, 438 or 163% of goal Average per cap of $156. 90 Restricted Giving $83, 281 Permanent Fund $48, 391 Total Giving in 2007 -08 = $510, 111

District Designated Funds (DDF) - History Contribution Year Amount Donated Amount of DDF (after 3 years) 2004 -05 $222, 127 $111, 063 2005 -06 $298, 040 $149, 020 2006 -07 $317, 193 $158, 690 2007 -08 $378, 438 $189, 219 WHAT A DIFFERENCE YOUR DONATION MAKES!

Rotary Goals & Objectives The Mission 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.

Mission Statement District Foundation Committee: “Helping Rotarians doing good in the world. ”

SHARE - How it Works Contributions to Annual Programs Fund The Rotary Foundation Invests for 3 years 50% goes to World Fund 50% back to the District as District Designated Funds

PROGRAMS • • • Ambassadorial Scholarships University Teaching Scholarships World Peace Fellowships (World Fund) Grants Group Study Exchange (World Fund) International/Local Humanitarian Aid (DDF and World Fund) • Polio-Plus

SCHOLARSHIPS • Ambassadorial Scholarships – to students who serve abroad as ambassadors of goodwill to improve international understanding – up to $23, 000 • Grants for University Teachers - grants to Rotarians/Non-Rotarians to strengthen higher education in low-income countries – up to $11, 000 Committee Chair – Muriel Dunnigan

CURRENT RECIPIENTS Funded from the District Designated Fund • Lisa Grotkowski - Full Year Ambassadorial Scholar – Sweden Recipient for 2007 -2008 year Recipient for 2008 -09 Year • Lena Bunzenmeyer Full Year Ambassadorial Scholar

World Peace Fellowships • World Peace Fellowships • Masters Degree - $50, 000 2 year Fellowship • Professional Development Certificate - $10, 000 3 month intensive studies These programs are funded through the World Fund • Committee Chair – Nonie Buski

GROUP STUDY EXCHANGE • Funded from the World Fund • This year’s partner country: Nigeria • Team Leader is Rotarian to be selected Dates: • Outgoing: April, 2009 • Incoming: May, 2009 • Ihor Kruk, Chair

GRANTS • Matching Grants – assist in funding international humanitarian service projects • District Simplified Grants – support the service activities or humanitarian endeavors of Rotarians. Prefer local projects, but can used for either local or international projects. Max. of 20% of DDF. This year amount is $29, 800 • Volunteer Service Grants – supports the travel of individual Rotarians planning or implementing service projects

GRANTS • Information and forms are available on the District website – details on access later • Contact Hugh Impey: • Chair, Grants Committee impey@telusplanet. net

TANGIBLE BENEFITS • District Simplified Grants -2007/08 RC St. Albert $2, 000 RC Fairview $1, 700 RC Edson $2, 000 RC Sherwood Park $2, 000 RC Camrose $2, 000 RC Barrhead $2, 000 RC Edm Mayfield $1, 500 RC Edm Strathcona $2, 000 RC Hay River Sunrise $1, 500 RC Sherwood Park Centennial $2, 000 RC Grand Prairie Swan City $2, 000

TANGIBLE BENEFITS • International humanitarian aid projects – Polio Plus Partners – Ecuador water project – Ambulance South Africa – Water and Sanitation in Sir Lanka – Learning Centre in Brazil – District 5370 Belize Literacy Program (3 -H Grant) (A 3 -H Grant is funded from the World Fund)

SOURCES OF FUND SUPPORT • Annual 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). • Pledge for 2008 -09 is $330, 000. Very doable as last year’s end result was $378, 438 • Diana Parker – Chair, Annual Giving Committee

SOURCES OF FUND SUPPORT • Permanent Fund / Planned Giving – Donations through Wills, estate, insurance, stock transfers, etc. Permanent Fund moneys are never spent – invested, and interest earned each year goes to the Annual Programs Fund. • Two levels of giving: – Benefactor = US$1, 000 in your will. Receive “wings” – Bequest Society = minimum of US$10, 000 Goal for 2008 -09 is 20. Tim Haak, Chair Permanent Fund Committee

Achieving our Goal • Initiatives in 2008 -09 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 Gates Foundation 100 Million Dollar matching grant challenge with at least $1000. 00 from each club

The Paul Harris Society • 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. • Brent Collingwood: Chair, District 5370 Paul Harris Society

TRF-DIRECT • A new, convenient way is now available for you to make regular contributions to TRF – through TRF-Direct. • Simply fill in how much you’d like deducted from your chequing, savings account or from your credit card • Indicate frequency; monthly, quarterly, bi-annually, annually • Mail it in to The Rotary Foundation, and you’re all set! • Forms are available on the District website under Foundation

MAKING A DONATION – Complete the TRF-Direct form and mail to: The Rotary Foundation Annual Giving, FN 500 One Rotary Center 1560 Sherman Avenue Evanston IL 60201 -3698 USA OR

MAKING A DONATION – Send a cheque to The Rotary Foundation Canada Box B 9322 P. O. Box 9100, Postal Station F Toronto, Ontario M 4 Y 3 A 5 – N. B Please include the Paul Harris Recognition / Contribution form (123 -EN)

Alumni Basics Who are Foundation Alumni? § Former Ambassadorial Scholars § Former Rotary World Peace Fellows § Former GSE Team members and leaders § Former recipients of a University Teachers Grant…(more)

Alumni Basics Who are Foundation Alumni? § Former Rotary Volunteers who have received a grant from the Foundation § Former Discovery Grant recipients § Former Individual Grant recipients

How many Foundation Alumni are there? 110, 000 in. Total § 40, 000 are former Ambassadorial Scholars § 63, 000 are former GSE members § 300 World Peace Fellows § 400 University Teachers § 6, 000 Rotary Volunteers § Only 17% are Rotarians

Rotarian 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 QUOTE • “Generosity is giving more than you can, and pride is taking less than you need. ” Kahlil Gibran

THANK YOU • Thank you for your support of the Rotary Foundation • Further Information is available on our District Website • Call or email David Taylor, District Foundation Committee Chair at either (780) 672 -2829 or e-mail at david@rtntaylor. com