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District 9810 Project Funds Ltd

District 9810 has formed a Company to facilitate raising funds from corporations, governments
nd philanthropic trusts for specific multi club or district wide projects that have been approved and accepted by the Company.

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 Malcolm Chiverton
Director IPDG Carol Lawton
Director PDG Merv Ericson
Director PDG David Alexander
Director
Director
Paul Mee
Michael Jacobs
Director Margi Sank
Company Secretary Jenny Hamley

All correspondence to the company should be addressed to: The Secretary, Rotary District 9810
Charitable Services, 153 Roberts Road, Main Ridge Victoria 3928.

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)
on-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. It’s DGR status provides tax deductibility 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]

Current RD9810 Charitable Services Trust – Approved Joint Venture Projects

Montrose & District Men’s Shed Joint Venture [RC Montrose & District Inc.]
Croydon Uniting Church (Helping Hand) Joint Venture [RC Croydon Inc.]
Manningham Community Inclusive Housing Joint Venture [RC Manningham Inc.]
Maroondah City of Wellbeing Joint Venture [RC Croydon Inc.]

How it works

Clubs develop their Project with an eligible beneficiary organisation and resource RCS with
he 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.

For further information contact PDG David Tolstrup.

 
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