1

ROTARY DISTRICT 7020

DISTRICT ROTARY FOUNDATION NEWSLETTER Vol. I (July 2010)

EDITORIAL

Although we are not yet affected by the new Rotary Foundation Future Vision Policy it will not do any harm in looking ahead at what would seem ‘inevitable’ come 2013. It is said that to be forewarned is to be forearmed, so you can take note of the new Grant structure as it appears below.

Its implementation began in 2008-09 when the Trustees selected 100 districts to participate in a “Pilot” that will run from July1, 2010 until 2013. In selecting the pilot participants, the Trustees attempted to compose a representative group in terms of location, size, effectiveness and level of involvement with The Rotary Foundation (TRF). The remaining districts (like 7020) will continue to use the current programs and grant processes until global implementation of the new grant structure in 2013. The Future Vision pilot will have the following timeline.

2010-11: Begin awarding grants to pilot districts. Approximately 100 districts will participate in the three- year program.

2011-12: Continue awarding grants to pilot districts. Begin to phase out current RF programs.

2012-13: Continue awarding grants to pilot districts . Begin to adjust the grant model based on pilot districts’ feedback. Qualify and train all districts.

2013-14: Begin awarding new grants worldwide and phase out remaining TRF programs.

2

3

4

Future Vision – Chairman

PAG Jeremy Hurst.

5

STEWARDSHIP

Rotarians, as we endeavor to “Build Communities and Bridge Continents” for our communities this year, there are a few points I wish to share with you.

A significant amount of money is sent yearly to our district as grants funds to be expended on numerous projects. They represent the corner stone of many a club’s ability to advance the object of Rotary in their community.

However, what we have not been able to acquire dexterity in; is the ability to be good stewards.

“Our resources are valuable tools for change,

But only, if we use them”

“Being a good steward means, being generous with your time, talent and

Treasure”

The Trustees of The Rotary Foundation have defined stewardship as the following:

• Treating TRF funds as a sacred trust because they represent donations from Rotarians who have entrusted their contribution to TRF for service projects that other Rotarians are implementing. They make their contribution in good faith that they will be used by fellow Rotarians to do Good in the world.

6

• Competent and thorough supervision of the project by Rotarians, ensuring that there is good transparency of how funds are used at the club and district level and among the communities receiving services.

• Implementing projects and managing project accounts according to standard business practice guidelines.

• Reporting any irregularity in management of projects such as suspected inflation of invoices, or misuse of funds should be reported. TRF, the partnering club or district and their own district should be informed.

• Implementing projects as they were approved by the Trustees, based on the information provided in the application. If a budget item should change from what was originally approved, the club or district sponsoring the grant must always request prior permission from the staff at TRF to change the budget.

The trustees rely on the integrity of the clubs and Rotarians engaged in project implementation to ensure that funds are used effectively for the purpose for which they were given. It is up to all Rotarians to demonstrate that integrity in every aspect of project implementation.

When we speak about stewardship, we refer not only to the proper use of grant funds, but also responsibility in raising those funds. In the realm of fundraising, there are a number of expectations that TRF maintains for Rotarians:

• Service Above Self.• Self should not come before service. • Beneficiaries should not contribute funds to receive assistance.• Club must keep accurate, detailed records of donations.• Donations of other individuals should not be appropriated for personal gain or

recognition without the express consent of the donor.

• Reciprocal relationships should not be formed.• This means that all relationships should be transparent. No relationship should be formed with

hidden benefit.

In addition to spending funds appropriately, another key component of stewardship is maintaining proper financial records. What is the purpose of maintaining flawless financial records?

• Demonstrates that funds were used effectively and efficiently• Meets the conditions of the grant award• Meets all legal requirements• Embodies trust and opens the door for future projects

As stewards of The Rotary Foundation, the trustees are responsible to the donors to demonstrate that donations were used appropriately. You are the donors to your foundation. As such, it would seem only natural that you would want to ensure that your money is used as you intended for it to be used.

7

In addition to respecting the wishes of the donor, another key point in stewardship is that a donor who understands that funds were used in an appropriate and responsible manner is more likely to give to the Foundation again to support projects. We all want for the wonderful programs of The Rotary Foundation to be able to continue. However, they can only continue if they are supported by generous donations. Therefore, it is up to all of us to ensure that we maintain the highest levels of stewardship, ensuring the continued success of our Foundation.

Another aspect of stewardship that we fail to recognize is that of reporting on TRF projects. The current requirements for reporting on TRF funded projects are;

1. Every 12 months for the life of the project and this clock starts ticking from TRF funds are wired into the grant account.

The grant does not have to be completed or initiated for reporting to be done. It is just a measure of keeping TRF abreast of the situation.

All information on the grant account must be furnished with the report, including cheques drawn along with receipts.

2. Final report is due to TRF no later two months after completion of the project.

Reporting analysis is compiled to track each district’s reporting compliance for humanitarian grant projects twice a year before the October and April meetings of The Rotary Foundation Trustees. Any district with an overall reporting compliance below 70% for two consecutive analyses and more than one overdue grant in each analysis is subject to suspension from participating in the Humanitarian Grants and Future Vision pilot programs.

The reporting analysis compiled in April 2010 indicates that District 7020 is 91% current and compliant with reporting requirements for grants sponsored by the district and its clubs. While our district has met the 70% minimum compliance requirement, The Rotary Foundation encourages us to continue our efforts to increase the district’s overall reporting percentage. The Trustees of The Rotary Foundation rely on our district leaders to ensure that stewardship guidelines are being upheld.

I would like to implore our clubs that we set a goal for the next cycle of 100%, and I am sure we are capable of achieving it

DR. Patrick E Adizua

District Grants Chair; 2008-2011

The Rotary Club of Downtown Kingston embarked on a massive project to make opensurgery more readily available in Caribbean through the Bustamante Hospital for Children in Jamaica. The Bustamante Hospital is the only one in Jamaica which offers openchildren.

The origins of the project stemmed out of a donation from the Rotary Clubs of Interbay Ocho Rios(7020) and Tampa (District 6890) totaling US$40,000 the ‘Wish List” was either purchased or acquired from donations through the Gift of Life Florida and the Rotary Clubs. In addition, generous contributions were received bringing the total value of Rotary’s donations to well over US$500,000.

1. A CHILD IN NEED OF HEART SURGERY, FROM SUROUNDING COUNTRY, IS IDENTIFIED AND ENROLLED INTO DISTRICT 7020 GIFT OF LIFE PROGRAM

The Rotary Club of Downtown Kingston embarked on a massive project to make opensurgery more readily available in Caribbean through the Bustamante Hospital for Children in Jamaica. The Bustamante Hospital is the only one in Jamaica which offers open

The origins of the project stemmed out of a donation from the Rotary Clubs of Interbay Ocho Rios(7020) and Tampa (District 6890) totaling US$40,000 towards the “Wish List”. All items on the ‘Wish List” was either purchased or acquired from donations through the Gift of Life Florida and the Rotary Clubs. In addition, generous contributions were received bringing the total value

well over US$500,000.

A CHILD IN NEED OF HEART SURGERY, FROM SUROUNDING COUNTRY, IS IDENTIFIED AND ENROLLED INTO DISTRICT 7020 GIFT OF LIFE

8

The Rotary Club of Downtown Kingston embarked on a massive project to make open-heart surgery more readily available in Caribbean through the Bustamante Hospital for Children in Jamaica. The Bustamante Hospital is the only one in Jamaica which offers open-heart surgery for

The origins of the project stemmed out of a donation from the Rotary Clubs of Interbay Ocho towards the “Wish List”. All items on

the ‘Wish List” was either purchased or acquired from donations through the Gift of Life Florida and the Rotary Clubs. In addition, generous contributions were received bringing the total value

A CHILD IN NEED OF HEART SURGERY, FROM SUROUNDING COUNTRY, IS IDENTIFIED AND ENROLLED INTO DISTRICT 7020 GIFT OF LIFE

2. MEDICAL RECORDS ARE REVIEWED BY THE BUSTAMANTE HOSPITAL FOR CHILDREN’S (BHC’s) CARDIOLOGY AND CARDIAC PHYSICIANS FOR ACCEPTANCE

3. ROTARY CLUBS WORK TOGETHER TO ASSIST FAMILY TO OBTAIN TRAVEL DOCUMENTS AND FUNDS FOR TRAVEL

4. ROTARIANS IN JAMAICA RAISE FUNDS TO PROVIDE HOSPITAL WITH $5,000 (US) PER CHILD

MEDICAL RECORDS ARE REVIEWED BY THE BUSTAMANTE HOSPITAL FOR CHILDREN’S (BHC’s) CARDIOLOGY AND CARDIAC PHYSICIANS FOR ACCEPTANCE

ROTARY CLUBS WORK TOGETHER TO ASSIST FAMILY TO OBTAIN TRAVEL DOCUMENTS AND FUNDS FOR TRAVEL

ROTARIANS IN JAMAICA RAISE FUNDS TO PROVIDE HOSPITAL WITH $5,000 (US) PER CHILD

9

MEDICAL RECORDS ARE REVIEWED BY THE BUSTAMANTE HOSPITAL FOR CHILDREN’S (BHC’s) CARDIOLOGY AND CARDIAC SURGERY

ROTARY CLUBS WORK TOGETHER TO ASSIST FAMILY TO OBTAIN

ROTARIANS IN JAMAICA RAISE FUNDS TO PROVIDE HOSPITAL WITH

10

11

12

13

14

15

16

17

18

Ambassadorial Scholarship

I wish to remind all Club Presidents and Scholarship Chairpersons that the deadline for the submission of Ambassadorial scholarship applications for 2011-2012 is fast approaching. All applications must be submitted to the district scholarship sub-committee by July 31, 2010. This is a valuable opportunity that is available to young persons in our district and as Rotarians it is our duty to promote the program and encourage applications from suitable candidates.

Please submit applications to:-

Everton Davis

Ambassadorial Scholarship - Chairman

7A Barbados Ave.

Kingston 5

Jamaica.

Rotary Foundation Goals 2010- 2011

The Foundation Goals for the year will focus on four main areas:

1) We face a number of changes in the Future Vision Plan which is designed to achieve bigger, better and more sustainable projects.

2) Our continual fight to eradicate Polio will remain our top priority until the job is done.

3) Building the Annual Programs Fund through Every Rotarian Every Year (EREY)

4) Continuing to build our Permanent Fund which will ensure that our programs will be secure in the future.

So says Past RI President Carl –Wilhelm Stenhammer Foundation Trustee Chair, he has further advised that a sub-committee to restore the Foundation’s operating reserve has been formed and they will be looking at a new investment policy to present to the board of trustees. You will note that TRF has been forced to reduce the number of Matching Grants, to limit Group Study Exchange to every second year starting 2010-11 and to accelerate the Future Vision Planned phase-out of six programs: Multi-year Ambassadorial scholarships, Cultural scholarships, Rotary

19

Grants for University Teachers, Volunteer Service Grants, and Disaster Recovery Grants. 3-H Grants are now limited to Water Projects in conjunctions with USAID with some restrictions.

Carl Stenhammer recognizes that we are in difficult times but is soliciting all support for more contributions, especially from those who have not yet contributed. If the Foundation gets the support it needs we will be able to bridge the difficult times and the Foundation will remain sound and healthy.

THE ROTRAY FOUNDATION MISSION STATEMENT

Our vision for the Rotary Foundation – why we exist

“Enabling Rotarians to advance World Understanding, Goodwill and Peace”

Our mission – what we do –

“Improving Health, Supporting Education and Alleviating Poverty”

Our motto – what we say – and no doubt you recognize these words from our Foundation founder Arch C. Klumph

“Doing Good in the World”

20

DISTRICT 7020 FOUNDATION COMMITTEE MEMBERS

District Rotary Foundation Chair& Newsletter EditorPAG Fabian “Bobby” Youngbobnorm@cwjamaica.com(h) 876 9051730(o) 876 9311394(f) 876 9051730

Annual Programs Fund ChairMurray Fordeforde@batelnet.bs(h) (o)

Permanent Fund & Major Gifts ChairStephanie Fosterstephanie.foster@fosters-iga.com

(h) (o) Paul Harris Society ChairMarcel Galiberlecramiv@yahoo.com(h)(o)

Ambassadorial Scholarship ChairPAG Everton Daviseverton@cwjamaica.com(h) 876 927 6714(o) 876 926 0243(F) 876 926 0243

Rotary World Peace Fellowship ChairPAG Donald Barnettdobarnett@cwjamaica.com(h) 876 942 9165(o) 876 967 1211(F) 876 922 7198

Grants ChairPAG Patrick Adizuaeyiche2@cwjamaica.com(h) 876 9623236(o) 876 962 4200

Polio 200M Challenge ChairPAG Treavor Heavenheavent@cwjamaica.com(h) 876 961 0567(o) 876 962 5344

Group Study Exchange (GSE) ChairPDG Richard Grant rewgrant@attglobal.net

(h) 340-773-8384(m) 340-778-5053

Alumni ChairElizabeth Anderson

District Chair – Future VisionPAG Jeremy Hurstirg@candw.ky(o) 345-623-1111(c) 345-525-9900(f) 345-623-1112

EDITORIAL ASSISTANTSKameika Fullerton -DeLisserkamfull@hotmail.com(c) 876 399 3011(o) 876 749 2117(f) 876 946 8790

Kay-Ann WhiteKaydi.white@gmail.com(c) 876 391-9479(o) 876 512-8197(f) 876 929-5074

Kitty Bucsko - Webmasterladykitt@sympatico.ca(h) 705-746-9089(c) 705-346-0442

TRF OFFICERSAnnual Programs FundJoanne Bertsche847-866 3146

Permanent Fund & Major GiftsDebra Lowe847-865315

Ambassadorial ScholarshipsJudith Gibson847-8663000

21