THE ROTARY FOUNDATION
Zone
27 Communication
Districts
5650, 5950, 5960, 5970, 6000, 6220, 6250, 6270, 6420, 6440, 6450 &
Welcoming
District 5580
Foundation News
for Rotary Districts and Rotary Clubs
April 2009
OUR ROTARY FOUNDATION
UPDATE 2008-2009
District
07-08 Total
08-09 Goal 08-09 Total
% of Goal /Capita
Polio Challenge Perm Fund
D5580
$ 329,193
$ 332,554
$ 158,811
47.76%
$
48.88
$
49,205 30/66
$ 500
D5650
$ 217,866
$ 197,976
$ 128,538
64.93%
$ 54.01
$ 30,941
29/45
$
125
D5950
$ 913,784
$ 724,825
$ 339,495
46.84%
$ 112.16
$ 21,405
28/61
$
8,292
D5960
$ 343,422
$ 318,324
$ 177,754
55.84%
$ 53.69
$ 123,689
61/64
$ 302,036
D5970
$ 242,407
$ 226,639
$ 95,404
42.09%
$ 32.15
$ 57,528
36/56
0
D6000
$ 452,457
$ 427,077
$ 254,031
59.48%
$ 60.00
$ 68,059
43/62
$ 150,876
D6220
$ 176,197
$ 112,915
$ 66,019
58.47%
$ 33.50
$ 40,639
23/41
$
100
D6250
$ 234,361
$ 273,350
$ 115,602
42.29%
$ 33.76
$ 80,594
39/61
$ 981,514
D6270
$ 230,941
$ 293,160
$ 142,064
48.46%
$ 42.78
$ 227,663
51/60
$
1,000
D6420
$ 170,262
$ 157,175
$ 85,571
54.44%
$ 38.53
$ 42,768
32/49
0
D6440
$ 424,200
$ 352,730
$ 169,298
48.00%
$ 63.81
$ 196,253
52/72
$ 69,014
D6450
$ 326,066
$ 242,005
$ 105,050
43.52%
$ 45.52
$ 45,615
32/65
$ 10,125
TOTALS
$3,731,963
$3,326,176
$
1,678,826
51.31%
$
51.81
$
935,154
thru 1-31-09
426 /
636 participation
Goal: $1,908,000
(Based on $3,000/Club
–December 2007-2010)
$ 1,532,082
The Permanent Fund contributions only
include realized gifts only.
Notes:
District 5580 will
be joining Zone 27 (to become Zone 28 on July 1, 2009). This contribution
report will include District 5580 as a line item, but they will not
be included in the totals shown. I thought it might be of value
to all of you to see the District 5580 reports as we prepare for our
new Zone alignment.
The “Restricted
Giving” column has been changed to the Rotary’s $100 Million Challenge
donations. The 0/0 ratio includes the number of Clubs that have
contributed as compared to the number of Clubs in each District, since
December 1, 2007 through February 28, 2009. Please note that the
total shown includes any District contributions as well as all individual
Club contributions.
All information
included in this report reflects contributions through
February 28, 2009
Clubs
Making Dreams Real Through Their Annual Giving
Contributions
District Highest Giving Club/Capita
Membership
Goal Thru 2-28-09
Per Capita #
< $10.00/Capita/#Club/# Members
D5580
Central
Lakes-Pequot Lakes, MN
23
$15,000
$7,958
$ 346.00/capita
24/66
Clubs / 3249 Members
D5650
Lincoln South,
NE
43
8,500
6,614
153.81/capita
11/45 Clubs
/ 2380 Members
D5950
Minneapolis
City of Lakes, MN
92
35,350
29,955
325.60/capita
11/61 Clubs
/ 3027 Members
D5960
Roseville,
MN
80
25,000
27,855
348.19/capita
26/64 Clubs
/ 3311 Members
D5970
Dubuque Key
City, IA
11
0
2,780
252.73/capita
21/56 Clubs
/ 2967 Members
D6000
West Liberty,
IA
33
7,632
8,600
260.61/capita
8/62
Clubs / 4234 Members
D6220
Waupaca Breakfast,
WI
54
6,000
9,118
170.15/capita
21/41 Clubs
/ 1971 Members
D6250
Fitchburg-Verona,
WI
12
650
1,400
116.67/capita
26/61 Clubs
/ 3424 Members
D6270
Two Rivers,
WI
31
3,500
4,274
137.87/capita
24/60 Clubs
/ 3321 Members
D6420
Quad Cities,
IL
22
2,200
3,970
180.45/capita
18/49 Clubs
/ 2221 Members
D6440
Wheeling,
IL
22
4,800
7,650
347.73/capita
20/71 Clubs
/ 2653 Members
D6450
Darien, IL
30
15,000
8,465
282.17/capita
29/65 Clubs
/ 2308 Members
THE visionaries WHO
BEGAN ROTARY HAD THE foresight – AND
THE desire – TO imagine A
BETTER WORLD.
THE
ROTARY FOUNDATION HELPS
TURN THAT dream INTO A REALITY.
Rotary’s
$200 Million Challenge – Can We Do It? & DDF Contributions
YES we can! It might be helpful
for all District TRF leaders to know what the Rotarians in Zone 27 accomplished
in the last PolioPlus Eradication effort from 2002-2005. Time
seems to have a way of getting away from us and a reminder of what we
know we can accomplish may help motivate us to even greater things.
Following are two lists. The first will show the total contributions
of our Zone 27 Districts from 2002-2005. I hope you will agree
that these totals provide us with good historical data that we can use
in promoting our efforts between now and 2012. The second listing
is from The Rotary Foundation with a special request for your consideration
in donating 20% of your 2008-2009 District Designated Funds (DDF) to
the End Polio Now effort. This listing also includes DDF Contributions
made through February 13, 2009.
2002-2005 Polio Contributions2008-2009
DDF RequestsDDF Contributions
District
5650$ 202,408$ 20,013.11$ 8,000
District
5950$ 934,803$ 59,159.24$ 0
District
5960$ 564,037$ 34,157.97$ 50,000
District
5970$ 233,089$ 20,885.82$ 0
District
6000$ 687,218$ 43,438.45$ 0
District
6220$ 234,603$ 15,341.00$ 0
District
6250$ 719,807$ 25,323.77$ 24,000
District
6270$ 393,424$ 24,734.85$ 0
District
6420$ 728,381$ 19,366.66$ 0
District
6440$ 999,703$ 43,448.92$ 0
District
6450$ 683,166$ 27,687.40$
0
$ 6,380,639$ 333,557.19$ 82,000
FUND DEVELOPMENT - How
Can We Focus Our Efforts?
When we promote and continue to promote
our Annual Programs Fund (APF) and Rotary’s $200 Million Challenge,
we need a plan of action. We cannot expect our Clubs to just do
it. Let us assist them with a specific plan that will enable them
to achieve their goals.
Who are we?
What is our purpose?
What really matters
to us?
Where can we be most
useful?
Where are we going?
What should we stop
doing?
What should we start
doing?
Where should we be focusing
our time, energy, money, talents, and passions?
Weekly Rotary Foundation
Thoughts:
Week 1History of The Rotary Foundation
Week 2Group Study Exchange
Week 350% of our gifts comes back
to District through District Designated Fund
Week 4World Peace Centers
Week 5Permanent Fund
Weekly Rotary Foundation Thoughts
(continued)
Week 6PolioPlus
Week 7Matching Grants (incorporate
Club or District specific Grants)
Week 8Annual Programs Fund
Week 9District Simplified Grants
(incorporate specific Club DSG Grants)
Week 10Ambassadorial Scholars
Week 11Literacy Projects through
The Rotary Foundation
Week 12How to become a Bequest
Society Member to the Permanent Fund
Week 13What can $100 do?
-Textbooks for one elementary school in Zambia
-Hearing aids for children in Pakistan
-De-worming tablets for over 100 children
in the Philippines
-Three cataract surgeries in India
Week 14Promoting Every Rotarian
Every Year
Week 15SHARE
System
Week 16Becoming a Paul Harris
Fellow
Week 17Putting “Fun” in fundraising
Weeks 18-52Go to www.rotary.org and type Weekly Rotary Foundation Thoughts
in “search” window
Year to Date Update from
the General Secretary as of April 2, 2009
“Since my letter on this subject
on February 12, the global economy has worsened, and the financial markets
continue to lose significant value. As of February 28, both RI’s
and The Rotary Foundation’s investments had further declined in value
in line with the markets, with investment losses of approximately $25
million and $222 million, respectively. Although the markets reacted
more favorably during the last two weeks in March, they remain extremely
volatile.
“The current investment climate
will continue to present challenges for all service and charitable organizations
in the foreseeable future. It is difficult to predict the near
and long-term impact that the US Federal Reserve and Treasury policies
will have on the financial markets.
“On a positive note, however, Rotary’s
cash flows remain strong, and we have not had to sell any investments
to operate. RI’s revenues from dues and other services and activities
remain ahead of budget and prior year. Rotarian contributions
to The Foundation are up $6 million over last year. We have cut
all non-essential and discretionary spending for the balance of this
fiscal year, and I am taking every action possible to reduce costs next
fiscal year, with minimum impact on services to you and your Clubs.
“The significant decline in the
market value of our Foundation’s investments has diminished The Foundation’s
operating reserve, requiring the Trustees to take specific steps needed
to continue programs and operations during this economic crisis.
At their January meeting, the Trustees reduced the current fiscal year’s
World Fund program awards budget by $16.3 million. Looking ahead,
the Trustees will consider additional actions for fiscal 2009-2010 and
beyond to fund existing program commitments and to pursue The Foundation’s
strategic goals within the current financial constraints. In this
regard, I would like to address several questions that Rotarians have
raised about The Foundation’s operations.”
QWas Rotary’s $200 Million
Challenge initiated to cover investment losses in the PolioPlus Fund?
AThe answer is absolutely
not. As we have consistently reported to you since the financial
crisis began last year, the PolioPlus Fund is safely invested-principally
in short-term US Treasury securities-and continues to earn money for
program purposes.
QGiven the cutbacks in
World Fund awards, will Districts be allowed to roll forward their unspent
DDF from 2008-2009 into the next fiscal year?
AThe answer is yes.
Although the current situation requires the Trustees to limit World
Fund spending, the DDF assets are secure and available for spending
as usual.
QWill the Future Vision
Plan Pilot be delayed due to the current financial situation?
AWhile many actions are
being considered for next year and beyond, the Future Vision Plan represents
a more efficient and cost-effective method of operation for our Foundation;
the Pilot is a strategic priority and is expected to proceed as planned.
“I hope you find the information
I have presented here helpful. In writing letters such as this,
I want to be transparent and provide an accurate picture of Rotary’s
financial conditions without overwhelming or confusing our members.
Unfortunately, the volatility of today’s markets means that the picture
is constantly changing. What remains constant is the vigilant
response to the situation by our volunteer senior leadership, and our
professional staff.
“The RI Board, The Foundation Trustees,
and other leaders who are guiding Rotary through this economic turmoil
are working to protect Rotary’s assets as much as possible without
compromising the organization’s strategic goals. In addition
to our fiscal responsibility, we are all keenly aware of the increasingly
urgent need for Rotary’s service and humanitarian aid. In such
a time of crisis, Rotary has much to offer our troubled world, and we
must remain strong and able to meet these growing needs. As essential
as financial resources are to fulfilling our mission, it is our human
resources, our 1.2 million members, who will ensure Rotary’s continued
commitment to serving its 33,000 communities worldwide.”
Humanitarian Grants
Information as of February 13, 2009
As a follow-up to communication all
Districts received regarding the status of Humanitarian Grants:
At their January 2009
meeting, The Rotary Foundation Trustees reduced
the Humanitarian Grants budget by $16.3 million for the 2008-2009 Rotary
year, in an effort to minimize the impact of unrealized losses
to Foundation assets.
The processing of
Matching Grant applications were continued on a first-come first-serve
basis until the remaining budget was committed. Once the budget
is committed for 2008-2009, applications will be processed as follows:

Any applications that have been received by TRF and are currently pending
will be kept on file, and subsequently reviewed after the start of the
new Rotary year. These applications will be approved on a first-come
first-serve basis when all requirements are complete. An e-mail
communication will be sent to the sponsors of pending applications providing
them with these details.

Any new applications that arrive after the budget has been fully committed
will be returned to the sponsors, and they will be asked to re-submit
the application, after July 1, 2009, for consideration beginning August
1, 2009.

Any grants that have already been approved this Rotary year will not
be affected and will be processed for payment.
At this time, the budget
for Volunteer Service Grants has been fully committed
for the 2008-2009 Rotary year and no further applications will be
accepted. In light of this development, please note the following
as we move forward:

The sponsors of pending VSG will be notified that their applications
cannot be considered for funding in the 2008-2009 Rotary year.

Any new VSG applications received by TRF will be returned to the sponsors
with an explanation.

Any Volunteer Service Grants that are already approved will not be affected
and will be processed for payment.
Information about
Humanitarian Grants for the 2009-2010 Rotary year will not be
available until after the April 2009 Trustees meeting. Any decisions
taken at that meeting will be communicated to Rotarians well in advance
of the start of the 2009-2010 Rotary year.
Sponsors of applications
that do not receive a grant in the current Rotary year are encouraged
to fund their humanitarian efforts via other sources if possible.
The RI website will be updated regularly as soon as new information
is available. In addition, a frequently asked questions
is available for download at www.rotary.org. Should you have further questions
about Humanitarian Grant processing in 2008-2009, please contact TRF
at grants@rotary.org or contact the grant coordinator for your
application. For further information on the financial statements
of The Rotary Foundation visit www.rotary.org.
District Simplified
Grants are fully funded by the District Designated Fund (DDF)
so there will be no impact to the approval or payment process for DSG.
The next World
Reporting Analysis will be concluded in March 2009 for consideration
at the April 2009 Trustee meeting. According to the Trustee guidelines,
a District below 70% compliance on grant reporting after two semi-annual
analyses will be suspended from participating in Humanitarian Grants.
In order to ensure that your District is above 70%, please review all
of your District’s open grants. If your District is below 70%,
work with Clubs in your District to ensure they are meeting their grant
reporting requirements. If your District’s reporting was below
70% in October 2008, it is critical that your District increase its
reporting percentage before the next World Reporting Analysis to avoid
a possible suspension from Humanitarian Grants.
What’s Rotary?
Rotary is a volunteer organization
of 1.2 million business and professional leaders united worldwide to
provide humanitarian service and help build goodwill and peace.
About 33,000 Rotary Clubs in more than 200 countries and geographic
areas conduct projects to address today’s challenges-including illiteracy,
disease, hunger, poverty, lack of clean water, and environmental concerns-while
encouraging high ethical standards in all vocations.
As the world’s largest private provider
of international scholarships, The Rotary Foundation of Rotary International
helps more than 1,000 students annually to study abroad and serve as
cultural ambassadors. Rotary also partners with six prestigious
universities around the world, providing opportunities to earn a master’s
degree in peace and conflict resolution.
PolioPlus is our flagship program.
By the time polio is eradicated, Rotary Club members will have contributed
$850 Million and countless volunteer hours to immunize more than two
billion children in 122 countries. Rotary is a spearheading partner
in the Global Polio Eradication Initiative, along with the World Health
Organization, UNICEF, and the US Centers for Disease Control and Prevention.
Founded in Chicago in 1905 as the
world’s first volunteer service organization, Rotary quickly expanded
around the globe. Today, Club members meet weekly to plan service
projects, discuss community and international issues, and enjoy fellowship.
Clubs are non-political and open to every race, culture and creed.
and Why Should We Remind Ourselves Regularly?
“What’s Rotary?” offers us several
opportunities for membership development and retention, Rotary Foundation
fund development and program enhancement and public relations.
When we share our Rotary experiences with prospective members and new
members of our Clubs, we help them better understand why we became Rotarians
and why we are still a Rotarian. Don’t hesitate tell others
about Rotary and why it is an important part of your life.
Becoming an Effective
Leader
Assume
the Role
Act
the Role
Create
the Vision
Perform-Challenge
your District and Clubs
Lead
by Example
Four Pillars of an Effective
Club
ManagementMaking
your Rotary Dream a Reality
Leadership
based on shared vision, follow-through and accountability
MembershipRenew
– Replace – Retain – Reward
MotivationService
– Program – Fellowship
Offering “Pride of Membership”
MoneyPut
a FACE on all fund raising activities

Tell them when you raise it

Tell them when you budget it

Tell them when you spend it

Show everyone the RESULTS
The Rotary Leader’s
Year
Prepare
(Panic)Now through July 1
LaunchJuly-September
RealizeSeptember
-February
Enjoy,
Replace & TransitionMarch-June
The
Ultimate Test of LeadershipDo your job so well they don’t miss
you
18 Winning Ideas for Achieving
Every Rotarian Every Year
1.Create or revamp your Club
Rotary Foundation Committee, including a training session. The
Committee should be the first to make their annual gifts.
2.Have a respected member of your
Club write a letter asking every Rotarian in the Club to make their
annual gift.
3.Use available Paul Harris recognition
points as a “match” incentive to raise new money.
4.Get your Club involved in international
or local community service projects utilizing DDF.
5.Have a Rotary Foundation Dinner
or event inviting all members AND their spouses.
6.Invite a charismatic speaker to
share a Rotary Foundation program experience.
7.Share specific success stories that
put a face on OUR Rotary Foundation.
8.Encourage friendly competition between
teams meeting/exceeding goals.
9.Break giving into specific tangible
items ($100 = 3 cataract surgeries in India)
10.Educate NEW Members.
11.Encourage automatic deductions
through TRF-Direct.
12.Encourage credit card gifts.
13.Ask for gifts in appreciate stock
(this may be problematic at this time…)
14.Make a DVD with local flavor to
be shown to the Club and on the community cable channel.
15.Have an art auction (or other fundraising
event) with proceeds to go to The Rotary Foundation.
16.Add contributions to member’s
quarterly dues invoices.
17.Encourage Rotarians to join the
Bequest Society of the Permanent Fund.
18.ASK EVERY MEMBER to support
OUR Rotary Foundation EVERY YEAR.
“It
isn’t enough to talk about peace. One must believe in it.
And
it isn’t enough to believe in it. One must work at it.”
-Eleanor Roosevelt