Introduction

District 9810 has formed a Company to facilitate raising funds from corporations, governments and philanthropic trusts for specific multi club or district wide projects that have been approved and accepted by the Company. As a Company limited by Guarantee, the Company is regulated by the Australian Securities and Investment Commission [AIC].
Through the creation of Rotary District 9810 Charitable Services Trust, sponsors can receive tax deductions for contributions made in support of approved projects.
Chair
PDG David Tolstrup
Ex Officio
DG Alma Reynolds
Director
PDG Carol Lawton
Director
PDG Malcolm Chiverton
Director
PDG David Alexander
Director
Felicity Smith
Director
Susan Smith
Company Treasurer
Don Kinnear
Company Secretary
Neville Windebank


Purpose of Rotary District 9810 Charitable Services (RCS)

RCS was established on 31 May 2016 as a Trust to operate as a Deductible Gift Recipient (DGR) non-profit benevolent institution to encourage, promote and extend the object of Rotary International by facilitating multi-club, multi-year community projects within Australia, with the support of the public and private sector. Its DGR status provides tax deductible receipts to encourage personal, private and public contributions to Rotary community projects.
RCS can form agreements with organisations to receive tax deductible contributions to enable clubs to carry out projects predominantly aimed at the relief of suffering, disadvantage or disability including projects that involve owning assets and/or constructing facilities. [Schedule of Eligible Projects]
RCS is registered with The National Charities and Not for Profit Commission and also has registration under the Victorian Fund Raising Act regulations.

Current RD9810 Charitable Services Trust – Approved Joint Venture Projects

Montrose & District Men’s Shed Joint Venture [RC Croydon & Montrose & District Inc.]
Croydon Uniting Church (Helping Hand) Joint Venture [RC Croydon & Montrose Inc.]
Manningham Community Inclusive Housing Joint Venture [RC Manningham Inc.]
Maroondah City of Wellbeing Joint Venture [RC Croydon & Montrose Inc.]. A project was developed to facilitate the conducting of a public drought relief fund with funds raised being dispersed through various Rotary Districts throughout drought affected areas of Australia.

How it works

Clubs develop their Project with an eligible beneficiary organisation and resource RCS with the manpower and expertise to carry it out. RCS has the regulatory approvals and internal control systems necessary to permit it to accept contributions from a club or multiple Rotary Clubs, individuals and private funding partners for multi-year projects, providing a Deductible Gift Recipient (DGR) business entity.

Benefits to Clubs

RCS provides peace of mind to Clubs as it is a Discretionary Investment Trust with legal, insurance and financial management, (including GST and annual audits), for all Club projects set up under the Public Benevolent Institution (PBI) structure. This service alone will save each club time and money avoiding significant establishment costs.

What are the obligations of a Club establishing a project?

Clubs are expected to:
Propose a project in association with a beneficiary organisation that meets the ethical standards appropriate to a Rotary project and agree not to change the purpose of the project from that outlined in the approved application.
Join RCS in establishing a committee of at least three Rotarians to oversee the project.
Provide volunteers to enable RCS to co-manage the project and manage funds sourced by Rotary according to accepted financial management practices.
Forward eligible tax deductible project sponsorship funds to Rotary District 9810 Charitable Services when received.
Maintain clear and accurate accounting.
All projects must have active Rotarian participation and oversight.

Contact Person

For further information contact PDG David Tolstrup - Box Hill Burwood