Every Rotarian – Every Year

Big Trees from

Little Acorns grow

$26.50

How and When1917 - R.I. President Arch Clump proposed the creation of

an endowment fund which we now know as -“The Rotary Foundation”

First contribution $26.50 from RC Kansas City

1928 - First trustee appointed. Formally named TRF

1930 - First grant awarded - $500 to International Society for Crippled children

1947 - Death of Paul Harris. Fund received more than $1 million in his memory. Used to fund first Foundation programme for 18 Ambassadorial Scholars

History - moving on

1957 - First Paul Harris Recognition

1965 - Matching Grants and Group Study Exchange (GSE) begins

1978 - 3H (Health, Hunger & Humanity) programme created. $100,000 to the Philippines for

Polio immunisation

1985 - PolioPlus programme launched to eradicate Polio by the Centenary of Rotary in 2005

1993 - 500 millionth child immunised

1994 - Western Hemisphere declared Polio free

History - moving on

1990 - Foundation contributors reaches 1,000,000 and Permanent Fund created.

“Interest Only” to be used to supplement programmes

1999 - 10,000th Matching Grant awarded

2003 - Additional SUCCESSFUL Challenge to raise another $4 million for PolioPlus

2006 - SUCCESS ??

So very close – just 4 Endemic Countries left !

OUR CHARITYOUR CHARITY

TThehe

RRotaryotary

FFoundationoundation

The Mission

“The Mission of the Rotary Foundation is to support the efforts of Rotary International to

achieve world understanding and peace through international humanitarian

educational and cultural support programmes”

or

TO DO GOOD IN THE WORLD

It is that SIMPLESIMPLE

The Rotary Foundation -TRF

The Only Charity in the World that -ASKS YOU FOR MONEY

INCREASES THAT BY INVESTMENTS THEN

ASKS YOU HOW TO SPENDTHE FUNDS

The Rotary Foundation(TRF)

Is Rotary’s only Charity and is funded by donations from clubs, Rotarians and individuals, either

during their

lifetime or by bequests

How does TRF work?

Relies on the enthusiastic support of Rotarians

voluntarily giving of

their time and money

Who does TRF belong to?

Every Rotarian whether

he or she has madea

contribution or not

WHO SPENDS IT?

You do!

Each district currently receives back 50 % of the giving which

they made 3 years ago

(Called the DDF funds)

Why DDF currently 50% ?

The other 50% (The World Fund) is to pay for some other district programmes costs such

as:-

GSE team

The “other” half of a “Matched” Grant &

District Simplified grants - etc

DDF ?District Designated Fund

REMEMBERThere is no WE and there is no THEY

It is US who say WHAT we spend and HOW we spend it

So What does DDF DO?

• It allows us all to undertake bigger and well controlled projects to meet the NEEDS of those we care to SERVE

• It has allowed, and continues to allow us to be personally involved in building a Better World working with clubs Internationally

The Rotary Foundation You share in the spending decision making:

Your contributions are used for programmes THREE years after they were received by the Rotary Foundation

Three year cycle allows the Foundation to invest your contribution to pay for all administration, programme operations, and fund development costs

Three year cycle gives Districts time for planning and selection for the District’s choice of programme awards

Matching Grants 38%Scholars 43% inc 7%Peace Scholars

3-H Grants

G.S.E 6% Volunteer 3%Other 8%

2004 -2005 Programme Spending

INCOME - 2004-2005 Year ($ million)

• Contributions = 117.9• Investment Income = 42.7 • Total = 160.6 • Awards = 94.5 • Operation costs = 15.7 • Fund Development = 12.2 • Administration = 5.7 (3.5%)• Total = 128.1 + 0.3 Pension

• Increase in Assets = 32.2

Assets ($ million)

• Annual Programme Fund = 373.6

• PolioPlus Fund = 71.3

• Permanent Fund = 157.8 **

• Grants approved – unpaid = 71.8

• Miscellaneous items = 0.2

Total = 674.7million

The League Table -2004/5

Country Per Capita US$• Taiwan 136.28• Korea 119.57• Japan 106.83• USA 86.73• Canada 84.20• Italy 74.37• Germany 70.39• France 65.02• Australia 58.94• Mexico 57.37• UK 49.23 = £0.60 per week• and 6 more below

Why a Permanent Fund?

Investment in perpetuity

Fund to provide Annual Income to fund new and expanded programmes

Portion of investment to support the Foundation programmes

YOUR WAYS OF FUNDING

Direct to Foundation – allowing a Gift Aid uplift

As a Benefactor – ‘Will’ contribution Major Donor – special contribution to

either fund Purchase of Paul Harris Award – 1000US$ Matched Grant contribution

YOU DON’T

KNOW

THESE PEOPLE

But they

will know you

through your

generosity

Anyone

who informs the Foundation in writing that they have made

provision in their will or estate naming the Foundation’s

Permanent fund as a beneficiary.

Anyone

who Bequests to The Foundation a sum of

£7,000 or more in their estate

The Future - A continuation of -

Group Study ExchangeRotary VolunteersHealth Hunger and Humanity GrantsDistrict Simplified Grant Scheme - approx - 10% of your Contributions spent in

your locality or internationallyRotary Peace ScholarshipsAmbassadorial Scholarships etc,etc,etc

The Future

Depends

on

YOU

The Challenge !!!!

YOU

CAN

make a

DIFFERENCE

Two Needs...Two Ways to Build Our Foundation

ANNUAL PROGRAMMESFUND

Meets current needs

PERMANENT FUNDEnsures future needs

can be met

THE ROTARY THE ROTARY FOUNDATIONFOUNDATION

Our goal is set

YOU can help us reach our GOAL

£62.50 p.a.

120p per week

REMEMBER

The Rotary FoundationThere is no other charity which:

Asks YOU for money

Increases YOUR donation by investment

Deducts no administration fees

AND THEN

Asks how YOU want to spend the money!

Every Rotarian – Every Year