the rotary foundation

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?