Supporting The Rotary Foundation...Develop and maintain a portfolio of key Major and. Planned Giving...
150
Supporting The Rotary Foundation
Supporting The Rotary Foundation...Develop and maintain a portfolio of key Major and. Planned Giving Prospects with a capacity to make gifts ... Major Donor. Bequest Society. To prepare
TODAYrsquoS PROGRAM ndash FOUNDATION SEMINAR 29-04-20181120 am David Rands Welcome sign in manual distribution
1130 am David RandsClub Qualification Club Foundation Chair Manual Role of Club Foundation Chair introduction of District Foundation Team Foundation Dinner Foundation Calendar Club Activities
1150 am Mark Anderson Our Foundation ndash the broader view
1210pm David Rands Introduction to giving ndash the Annual Fund
1215 pm Gavin Ralston Personal Giving - The Centurion Program
1225 pmDavid CookBruce Lakin
Paul Harris Society Major Donors
1235 pm Bob Aitken End Polio Now ndash Update
1245 pm Monica Saville Benefactors Bequests and the Endowment Fund
1255pm Pam Pritchard Scholarships and Peace Fellows Scholar William Chan
120 pm LUNCH ndash Return at 220 pm
225 pm David Dean District and Global Grants including VTTs QampA
315 pm David Rands Q amp A and wrap up
330pm Close Return to Plenary Session
THE PRIORITIES OF THE ROTARY FOUNDATION
bull End Polio Now Countdown to History
bull Increase sustainability of our service efforts within the six areas of focus through the use of both district and global grants
bull Encourage the full use of District Designated Funds
bull Encourage gifts and commitments that establish personal legacies within Rotaryrsquos Endowment
FOUNDATION GRANTS AND PROGRAMS
Grantsbull District grants - Small grants administrated by District bull Global grants - Large Grants administrated by the TRF
Can be a project grant VTT (Vocational Training team) or scholarship
bull Special Grants
Programsbull Peace Fellows fully funded by the TRFbull Polio Plus Our No1 Priority
AREAS OF FOCUS
Peace and conflict preventionresolution
Disease prevention and treatment
Water and sanitation
Maternal and child health
Basic education and literacy
Economic and community development
DISTRICT GRANTS
Gosford Club used a District grant to build two picnic shelters on the Gosford waterfront
Mosman Club has supported ldquoBooks in Homesrdquo in providing books to infants and grade 1 pupils at a school in Mt Druitt
GLOBAL GRANTS
Carlingford Rotary used a Global Grant of $26K to supply fishing boats in Philippines after Hurricane Haiyan Total project value $56K
The Hills Kellyville Rotary used a $40K GG to supply ophthalmology equipment in the Jaffna hospital in Sri Lanka 135 patients were operated on using the equipment in its first month of operation Total project value $110K
GIVING TO CHARITY
How many of you give
to a Charity
Please give to
our Charity
In 2014-15 The Rotary Foundation put 914 of the funds into Rotary Programs - 2 administration 6 promotion The Rotary Foundation has a had four star rating with
the Charity Navigator ndash for eight consecutive years2016 Outstanding Foundation (Association of Fundraising Professionals)
THE ROTARY FOUNDATION ndash THE CLUB CHAIR ROLEbull Encourage Club project chairs to apply for Foundation
Grants and help members be involved in those projectsbull Be knowledgeable about the Grants process and options
available ndash advise the clubbull Promote the Foundationrsquos work frequently at Club meetingsbull Arrange an inspirational Foundation focused program 4
times per year bull Set goals and encourage all members to be a Centurion
Assist the club treasurer in managing the receiptsbull Promote membership of the Paul Harris Society and the
Bequest Society Inspire your fellow members to give personally to OUR Foundation
THE ROTARY FOUNDATION ndash THE CLUB CHAIR ROLE
bull Setting Goals
bull Number of Centurion membersbull Club contribution to Annual Fundbull Club contribution to Poliobull Paul Harris Society memberbull District Grantbull Global Grant
CLUB FOUNDATION CHAIR MANUAL
bull Your reference for the yearbull Information on applying for grants ndash with links where
appropriatebull P 6-7 District Grant requirements and Interim Final
report form The Final report must be completed before second half of DG is paid to Club
bull P 8 Global Grant advice ndash an on-line processbull P 11Club Memorandum of Understanding ndash this must
be completed before any grant can be applied forbull P 12 District Grant Application form
CLUB QUALIFICATION
For a Rotary Club to be qualified to access Foundation District and Global Grants it must meet the following criteriabull Attendance at the Foundation Seminar for updating
training of club foundation Chair or a delegatebull Completion of the Memorandum of Understanding
document included in the foundation Chair Manualbull Entering of club giving goals on line Instructions are in
the Club Foundation Chair ManualClub Foundation Chair Manuals are available today
GOAL SETTING
bull Giving goals Essential requirement of Club Qualification bull Log onto My Rotary ndash Club Presidents Foundation Chairs
have access to Club Foundation reports and can enter goalsbull Use the Manage tab Rotary Club Central Foundation
Giving Goals and Progress ndash p 10 CFCM
bull For Reports Log on to My Rotary Select the Foundation Tab then drop down on the right to Foundation Reports Various available - you will find Contribution and Recognition Reports
MY ROTARY WEBSITE
bull For Reports Log on to My Rotary Select the Foundation Tab then drop down on the right to Foundation Reports Various available - you will find Contribution and Recognition Reports
bull Reports includendash Benefactor Reportndash Club Recognition Summaryndash Club Foundation Banner Reportndash Major Donor Arch Klumph Society Bequest Societyndash Club Fundraising Analysisndash Paul Harris Society Report
bull Help available from TRF ndash Mark Anderson
FOUNDATION CALENDAR
bull Closing date for district Grant applications ndash 30th June 2018
bull World Polio Day ndash October 24th 2018bull Foundation Month ndash November 2018bull Rotaryrsquos 114th birthday ndash February 23rd 2019bull Closing date for Global Grant Scholar applications ndash
March 31 2019bull District Assembly for 2019-2020 ndash Aprilbull Closing date for Peace Fellowship applications ndash 31 May
2018 and 2019
FOUNDATION DINNER - 2018
bull Waterview Function Centre ndashCentennial Park Homebush
bull 26th November 2018
bull Speaker ndash IPRIP Ian Riseley
bull Recognition of Paul Harris Society and Major Donors milestones
DISTRICT TEAM- THE ROTARY FOUNDATION
bull Chair PDG David Randsbull ARRFC PDG Tony Castleybull Scholarships PDG Pam Pritchardbull End Polio PDG Bob Aitken Bruce Nichollsbull Grants David Deanbull Foundation Alumni Lindsay Maybull PHSMajor Donors PDG David Cookbull Centurions Gavin Ralstonbull Endowment Fund PDG Monica Savillebull AuditReview Chair Tony Durbin
ZONE REPRESENTATIVES - THE ROTARY FOUNDATIONbull Beaches Peter Kindredbull Blue Mountains PDG Jennifer Scottbull Central Coast David Rivettbull City North Neil Howiebull Hawkesbury Bob Kaye-Smithbull Lower Central Coast Ross Pearsebull Nepean PDG David Cookbull North Shore PDG Pam Pritchardbull Northwestern Haran Ramachandranbull Riverside PDG Monica Savillebull The Hills PDG Barry Philpsbull Upper Central Coast Liz Northbull Upper North Shore PDG John Cameron
Our Foundation ndash The Broader ViewMark Anderson
Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Who we are What we do
Our Structure
ndash Directors (17 x 2 year terms)
ndash Trustees (15 x 4 year terms)
34 ZonesRRFC ndash Regional
Rotary Foundation Coordinator
EMGA ndashEndowment and
Major Gift Advisor
ARRFC ndashAssistant
Regional Rotary Foundation
Coordinators
540 Districts DRFC ndash District Rotary Foundation Chair
35000 Clubs Foundation Director
The Government of Rotary
RISPPO Serving 64000
Rotarians
Rotary International - Offices
PDG Bruce AllenRegional Head
Grace RamirezRegional Financial Controller
Sally FutoFinance
CoordinatorANZ
Melissa AsanzaFinance
CoordinatorTRF
Ros ONGFinance
CoordinatorPhilippines
Andrew BestClub amp District Support
Barbara MifsudCDS Coordinator
Mary Jane Desmond
CDS Correspondent
PDG Bruce AllenManager TRF
PP Mark AndersonTRF Fund
Development
KrissyAure-Canson
TRF Administration
Juliet Timmerm
anAdministratio
n
Finance Club amp District Support The Rotary Foundation Administration
PP Rob ByrnesTRF Fund
Development
Rotary International South Pacific and Philippines Office (RISPPO)
Total staff worldwide to support Rotarians - 704
The Rotary Foundation Staff at Parramatta
Rotary International Office ndash The Rotary Foundation
bull Donor acquisition and supportbull Paul Harris Fellow Administrationbull Paul Harris Society Administrationbull Major Donor Administration bull Bequest Society Administrationbull Grant advise and supportbull The Australian Rotary Foundation Trust (TARFT)bull Support and information for RRFC EMGA amp DRFC
Fund DevelopmentDeliverables
Develop and maintain a portfolio of key Major andPlanned Giving Prospects with a capacity to make giftsof US$25000 or more
Major Donor
Bequest Society
To prepare and coordinate the presentationof major gift proposals to prospective donors
To average 50 contacts (face to face telephonemajor gift proposals) per month withmajor gift prospects
To assist in the design and implementation of aFundraising plan that enhances
Every Rotarian Every Year
Paul Harris Society
Major Donor upgradesOutright Major Donors
Bequest Society
To assist in planning preparation of Fund Development Activities
bull Needs for Donor cultivationsolicitation tripsbull Rotary Events
bull Support Materials
To actively promote and monitor thePaul Harris Society
In cooperation with each DRFC ensure all Districts have an active PHS Chair
To develop and administer appropriatecultivation stewardship events as neededWork with RRFC EMGA
To provide timely and reliable information
bull Accurate statistical informationbull Adequate audiovisualsbull Appropriate literature
Ensure appropriate materials are requisitionedin advance and stored properly
To focus support on Rotary senior leadership
To support and train volunteer committeeson fund development
To incorporate into all assigned duties a strongthorough and ongoing knowledge of theorganisation including
TechnicalProgramsProcedural functions with TRF amp RI
To maintain effective contact within thephilanthropic community at large and beaware of trends and developments with theirpotential effect on our fundraising activitiesincluding legal and governmental policies
To support the activities and administration of The Australian Rotary Foundation Trust (TARFT) and to act as the secretariat for the board
The Boardbull PDG Lou Johnson ndash Chairman (TAS)bull PDG Joanne Schilling ndash Deputy Chair (NT)bull PDG Monica Saville ndash Treasurer (NSW)bull PDG Tony Castley (NSW)bull PDG John Barnes (VIC)bull PDG Ron Geary (WA)bull PDG Eric Wood (QLD)bull Ian Salmon (NSW)bull Phillip Archer (VIC)bull PDG Bruce Allen - Secretary
Fundraising
Rotary Club
raises money
Rotary club donates
money to another charity
Other charity builds
reputation
Other charity comes back
to Rotary Club for more
money
The cycle of fundraising and giving
hellipto do good in the world
Rotary Club raises Money
Rotary Club contributes to TRF
Rotary club applies for a Grant
The Grant provides funding for local or
international projects
Reputation of the Rotary Club
grows
Lets grow our reputation
Charities in Australia and New Zealand
have a combined total income of nearly$125b annually
Our Charity
Do you give personally to one of these Why not give to our own charity
Rotary International only has one official charity
Most Australians amp Kiwirsquos give to a Charity
On average they give to at least three charities per year
The average Australian gave $318 to Charity last year Source NAB
Only 23 of Rotarians gave to our Charity ndash The Rotary Foundation
Giving is tax deductible through The Australian Rotary Foundation Trust or Guardian Trust in New Zealand
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
1720870
4230 4060
2770
1635
59905190
AUSTRALIA NEW ZEALAND PHILIPPINES INDONESIA
Percentage of Rotarians contributing by Country Group
15-16 16-17
The Rotary Foundation How efficient is The Rotary Foundation
Total Expenditure2016-17
US$271m
168 Administration Cost
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
$3500000
$4000000
$4500000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Club
Club
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Individual
Individual
Contribution Trends - Australia
$-
$100000
$200000
$300000
$400000
$500000
$600000
$700000
$800000
$900000
$1000000
FY2013 FY2014 FY2015 FY2016 FY2017
Club
Club
$-
$50000
$100000
$150000
$200000
$250000
$300000
$350000
$400000
FY2013 FY2014 FY2015 FY2016 FY2017
Individual
Individual
Contribution Trends ndash New Zealand
Reports
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
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10
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6
1
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17
9
2
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29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
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THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash FOUNDATION SEMINAR 29-04-20181120 am David Rands Welcome sign in manual distribution
1130 am David RandsClub Qualification Club Foundation Chair Manual Role of Club Foundation Chair introduction of District Foundation Team Foundation Dinner Foundation Calendar Club Activities
1150 am Mark Anderson Our Foundation ndash the broader view
1210pm David Rands Introduction to giving ndash the Annual Fund
1215 pm Gavin Ralston Personal Giving - The Centurion Program
1225 pmDavid CookBruce Lakin
Paul Harris Society Major Donors
1235 pm Bob Aitken End Polio Now ndash Update
1245 pm Monica Saville Benefactors Bequests and the Endowment Fund
1255pm Pam Pritchard Scholarships and Peace Fellows Scholar William Chan
120 pm LUNCH ndash Return at 220 pm
225 pm David Dean District and Global Grants including VTTs QampA
315 pm David Rands Q amp A and wrap up
330pm Close Return to Plenary Session
THE PRIORITIES OF THE ROTARY FOUNDATION
bull End Polio Now Countdown to History
bull Increase sustainability of our service efforts within the six areas of focus through the use of both district and global grants
bull Encourage the full use of District Designated Funds
bull Encourage gifts and commitments that establish personal legacies within Rotaryrsquos Endowment
FOUNDATION GRANTS AND PROGRAMS
Grantsbull District grants - Small grants administrated by District bull Global grants - Large Grants administrated by the TRF
Can be a project grant VTT (Vocational Training team) or scholarship
bull Special Grants
Programsbull Peace Fellows fully funded by the TRFbull Polio Plus Our No1 Priority
AREAS OF FOCUS
Peace and conflict preventionresolution
Disease prevention and treatment
Water and sanitation
Maternal and child health
Basic education and literacy
Economic and community development
DISTRICT GRANTS
Gosford Club used a District grant to build two picnic shelters on the Gosford waterfront
Mosman Club has supported ldquoBooks in Homesrdquo in providing books to infants and grade 1 pupils at a school in Mt Druitt
GLOBAL GRANTS
Carlingford Rotary used a Global Grant of $26K to supply fishing boats in Philippines after Hurricane Haiyan Total project value $56K
The Hills Kellyville Rotary used a $40K GG to supply ophthalmology equipment in the Jaffna hospital in Sri Lanka 135 patients were operated on using the equipment in its first month of operation Total project value $110K
GIVING TO CHARITY
How many of you give
to a Charity
Please give to
our Charity
In 2014-15 The Rotary Foundation put 914 of the funds into Rotary Programs - 2 administration 6 promotion The Rotary Foundation has a had four star rating with
the Charity Navigator ndash for eight consecutive years2016 Outstanding Foundation (Association of Fundraising Professionals)
THE ROTARY FOUNDATION ndash THE CLUB CHAIR ROLEbull Encourage Club project chairs to apply for Foundation
Grants and help members be involved in those projectsbull Be knowledgeable about the Grants process and options
available ndash advise the clubbull Promote the Foundationrsquos work frequently at Club meetingsbull Arrange an inspirational Foundation focused program 4
times per year bull Set goals and encourage all members to be a Centurion
Assist the club treasurer in managing the receiptsbull Promote membership of the Paul Harris Society and the
Bequest Society Inspire your fellow members to give personally to OUR Foundation
THE ROTARY FOUNDATION ndash THE CLUB CHAIR ROLE
bull Setting Goals
bull Number of Centurion membersbull Club contribution to Annual Fundbull Club contribution to Poliobull Paul Harris Society memberbull District Grantbull Global Grant
CLUB FOUNDATION CHAIR MANUAL
bull Your reference for the yearbull Information on applying for grants ndash with links where
appropriatebull P 6-7 District Grant requirements and Interim Final
report form The Final report must be completed before second half of DG is paid to Club
bull P 8 Global Grant advice ndash an on-line processbull P 11Club Memorandum of Understanding ndash this must
be completed before any grant can be applied forbull P 12 District Grant Application form
CLUB QUALIFICATION
For a Rotary Club to be qualified to access Foundation District and Global Grants it must meet the following criteriabull Attendance at the Foundation Seminar for updating
training of club foundation Chair or a delegatebull Completion of the Memorandum of Understanding
document included in the foundation Chair Manualbull Entering of club giving goals on line Instructions are in
the Club Foundation Chair ManualClub Foundation Chair Manuals are available today
GOAL SETTING
bull Giving goals Essential requirement of Club Qualification bull Log onto My Rotary ndash Club Presidents Foundation Chairs
have access to Club Foundation reports and can enter goalsbull Use the Manage tab Rotary Club Central Foundation
Giving Goals and Progress ndash p 10 CFCM
bull For Reports Log on to My Rotary Select the Foundation Tab then drop down on the right to Foundation Reports Various available - you will find Contribution and Recognition Reports
MY ROTARY WEBSITE
bull For Reports Log on to My Rotary Select the Foundation Tab then drop down on the right to Foundation Reports Various available - you will find Contribution and Recognition Reports
bull Reports includendash Benefactor Reportndash Club Recognition Summaryndash Club Foundation Banner Reportndash Major Donor Arch Klumph Society Bequest Societyndash Club Fundraising Analysisndash Paul Harris Society Report
bull Help available from TRF ndash Mark Anderson
FOUNDATION CALENDAR
bull Closing date for district Grant applications ndash 30th June 2018
bull World Polio Day ndash October 24th 2018bull Foundation Month ndash November 2018bull Rotaryrsquos 114th birthday ndash February 23rd 2019bull Closing date for Global Grant Scholar applications ndash
March 31 2019bull District Assembly for 2019-2020 ndash Aprilbull Closing date for Peace Fellowship applications ndash 31 May
2018 and 2019
FOUNDATION DINNER - 2018
bull Waterview Function Centre ndashCentennial Park Homebush
bull 26th November 2018
bull Speaker ndash IPRIP Ian Riseley
bull Recognition of Paul Harris Society and Major Donors milestones
DISTRICT TEAM- THE ROTARY FOUNDATION
bull Chair PDG David Randsbull ARRFC PDG Tony Castleybull Scholarships PDG Pam Pritchardbull End Polio PDG Bob Aitken Bruce Nichollsbull Grants David Deanbull Foundation Alumni Lindsay Maybull PHSMajor Donors PDG David Cookbull Centurions Gavin Ralstonbull Endowment Fund PDG Monica Savillebull AuditReview Chair Tony Durbin
ZONE REPRESENTATIVES - THE ROTARY FOUNDATIONbull Beaches Peter Kindredbull Blue Mountains PDG Jennifer Scottbull Central Coast David Rivettbull City North Neil Howiebull Hawkesbury Bob Kaye-Smithbull Lower Central Coast Ross Pearsebull Nepean PDG David Cookbull North Shore PDG Pam Pritchardbull Northwestern Haran Ramachandranbull Riverside PDG Monica Savillebull The Hills PDG Barry Philpsbull Upper Central Coast Liz Northbull Upper North Shore PDG John Cameron
Our Foundation ndash The Broader ViewMark Anderson
Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Who we are What we do
Our Structure
ndash Directors (17 x 2 year terms)
ndash Trustees (15 x 4 year terms)
34 ZonesRRFC ndash Regional
Rotary Foundation Coordinator
EMGA ndashEndowment and
Major Gift Advisor
ARRFC ndashAssistant
Regional Rotary Foundation
Coordinators
540 Districts DRFC ndash District Rotary Foundation Chair
35000 Clubs Foundation Director
The Government of Rotary
RISPPO Serving 64000
Rotarians
Rotary International - Offices
PDG Bruce AllenRegional Head
Grace RamirezRegional Financial Controller
Sally FutoFinance
CoordinatorANZ
Melissa AsanzaFinance
CoordinatorTRF
Ros ONGFinance
CoordinatorPhilippines
Andrew BestClub amp District Support
Barbara MifsudCDS Coordinator
Mary Jane Desmond
CDS Correspondent
PDG Bruce AllenManager TRF
PP Mark AndersonTRF Fund
Development
KrissyAure-Canson
TRF Administration
Juliet Timmerm
anAdministratio
n
Finance Club amp District Support The Rotary Foundation Administration
PP Rob ByrnesTRF Fund
Development
Rotary International South Pacific and Philippines Office (RISPPO)
Total staff worldwide to support Rotarians - 704
The Rotary Foundation Staff at Parramatta
Rotary International Office ndash The Rotary Foundation
bull Donor acquisition and supportbull Paul Harris Fellow Administrationbull Paul Harris Society Administrationbull Major Donor Administration bull Bequest Society Administrationbull Grant advise and supportbull The Australian Rotary Foundation Trust (TARFT)bull Support and information for RRFC EMGA amp DRFC
Fund DevelopmentDeliverables
Develop and maintain a portfolio of key Major andPlanned Giving Prospects with a capacity to make giftsof US$25000 or more
Major Donor
Bequest Society
To prepare and coordinate the presentationof major gift proposals to prospective donors
To average 50 contacts (face to face telephonemajor gift proposals) per month withmajor gift prospects
To assist in the design and implementation of aFundraising plan that enhances
Every Rotarian Every Year
Paul Harris Society
Major Donor upgradesOutright Major Donors
Bequest Society
To assist in planning preparation of Fund Development Activities
bull Needs for Donor cultivationsolicitation tripsbull Rotary Events
bull Support Materials
To actively promote and monitor thePaul Harris Society
In cooperation with each DRFC ensure all Districts have an active PHS Chair
To develop and administer appropriatecultivation stewardship events as neededWork with RRFC EMGA
To provide timely and reliable information
bull Accurate statistical informationbull Adequate audiovisualsbull Appropriate literature
Ensure appropriate materials are requisitionedin advance and stored properly
To focus support on Rotary senior leadership
To support and train volunteer committeeson fund development
To incorporate into all assigned duties a strongthorough and ongoing knowledge of theorganisation including
TechnicalProgramsProcedural functions with TRF amp RI
To maintain effective contact within thephilanthropic community at large and beaware of trends and developments with theirpotential effect on our fundraising activitiesincluding legal and governmental policies
To support the activities and administration of The Australian Rotary Foundation Trust (TARFT) and to act as the secretariat for the board
The Boardbull PDG Lou Johnson ndash Chairman (TAS)bull PDG Joanne Schilling ndash Deputy Chair (NT)bull PDG Monica Saville ndash Treasurer (NSW)bull PDG Tony Castley (NSW)bull PDG John Barnes (VIC)bull PDG Ron Geary (WA)bull PDG Eric Wood (QLD)bull Ian Salmon (NSW)bull Phillip Archer (VIC)bull PDG Bruce Allen - Secretary
Fundraising
Rotary Club
raises money
Rotary club donates
money to another charity
Other charity builds
reputation
Other charity comes back
to Rotary Club for more
money
The cycle of fundraising and giving
hellipto do good in the world
Rotary Club raises Money
Rotary Club contributes to TRF
Rotary club applies for a Grant
The Grant provides funding for local or
international projects
Reputation of the Rotary Club
grows
Lets grow our reputation
Charities in Australia and New Zealand
have a combined total income of nearly$125b annually
Our Charity
Do you give personally to one of these Why not give to our own charity
Rotary International only has one official charity
Most Australians amp Kiwirsquos give to a Charity
On average they give to at least three charities per year
The average Australian gave $318 to Charity last year Source NAB
Only 23 of Rotarians gave to our Charity ndash The Rotary Foundation
Giving is tax deductible through The Australian Rotary Foundation Trust or Guardian Trust in New Zealand
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
1720870
4230 4060
2770
1635
59905190
AUSTRALIA NEW ZEALAND PHILIPPINES INDONESIA
Percentage of Rotarians contributing by Country Group
15-16 16-17
The Rotary Foundation How efficient is The Rotary Foundation
Total Expenditure2016-17
US$271m
168 Administration Cost
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
$3500000
$4000000
$4500000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Club
Club
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Individual
Individual
Contribution Trends - Australia
$-
$100000
$200000
$300000
$400000
$500000
$600000
$700000
$800000
$900000
$1000000
FY2013 FY2014 FY2015 FY2016 FY2017
Club
Club
$-
$50000
$100000
$150000
$200000
$250000
$300000
$350000
$400000
FY2013 FY2014 FY2015 FY2016 FY2017
Individual
Individual
Contribution Trends ndash New Zealand
Reports
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
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Slide Number 37
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Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
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10
7
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6
1
16
17
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2
2
7
29
2
7
7
7
26
17
2
5
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2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
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TODAYrsquoS PROGRAM ndash FOUNDATION SEMINAR 29-04-20181120 am David Rands Welcome sign in manual distribution
1130 am David RandsClub Qualification Club Foundation Chair Manual Role of Club Foundation Chair introduction of District Foundation Team Foundation Dinner Foundation Calendar Club Activities
1150 am Mark Anderson Our Foundation ndash the broader view
1210pm David Rands Introduction to giving ndash the Annual Fund
1215 pm Gavin Ralston Personal Giving - The Centurion Program
1225 pmDavid CookBruce Lakin
Paul Harris Society Major Donors
1235 pm Bob Aitken End Polio Now ndash Update
1245 pm Monica Saville Benefactors Bequests and the Endowment Fund
1255pm Pam Pritchard Scholarships and Peace Fellows Scholar William Chan
120 pm LUNCH ndash Return at 220 pm
225 pm David Dean District and Global Grants including VTTs QampA
315 pm David Rands Q amp A and wrap up
330pm Close Return to Plenary Session
THE PRIORITIES OF THE ROTARY FOUNDATION
bull End Polio Now Countdown to History
bull Increase sustainability of our service efforts within the six areas of focus through the use of both district and global grants
bull Encourage the full use of District Designated Funds
bull Encourage gifts and commitments that establish personal legacies within Rotaryrsquos Endowment
FOUNDATION GRANTS AND PROGRAMS
Grantsbull District grants - Small grants administrated by District bull Global grants - Large Grants administrated by the TRF
Can be a project grant VTT (Vocational Training team) or scholarship
bull Special Grants
Programsbull Peace Fellows fully funded by the TRFbull Polio Plus Our No1 Priority
AREAS OF FOCUS
Peace and conflict preventionresolution
Disease prevention and treatment
Water and sanitation
Maternal and child health
Basic education and literacy
Economic and community development
DISTRICT GRANTS
Gosford Club used a District grant to build two picnic shelters on the Gosford waterfront
Mosman Club has supported ldquoBooks in Homesrdquo in providing books to infants and grade 1 pupils at a school in Mt Druitt
GLOBAL GRANTS
Carlingford Rotary used a Global Grant of $26K to supply fishing boats in Philippines after Hurricane Haiyan Total project value $56K
The Hills Kellyville Rotary used a $40K GG to supply ophthalmology equipment in the Jaffna hospital in Sri Lanka 135 patients were operated on using the equipment in its first month of operation Total project value $110K
GIVING TO CHARITY
How many of you give
to a Charity
Please give to
our Charity
In 2014-15 The Rotary Foundation put 914 of the funds into Rotary Programs - 2 administration 6 promotion The Rotary Foundation has a had four star rating with
the Charity Navigator ndash for eight consecutive years2016 Outstanding Foundation (Association of Fundraising Professionals)
THE ROTARY FOUNDATION ndash THE CLUB CHAIR ROLEbull Encourage Club project chairs to apply for Foundation
Grants and help members be involved in those projectsbull Be knowledgeable about the Grants process and options
available ndash advise the clubbull Promote the Foundationrsquos work frequently at Club meetingsbull Arrange an inspirational Foundation focused program 4
times per year bull Set goals and encourage all members to be a Centurion
Assist the club treasurer in managing the receiptsbull Promote membership of the Paul Harris Society and the
Bequest Society Inspire your fellow members to give personally to OUR Foundation
THE ROTARY FOUNDATION ndash THE CLUB CHAIR ROLE
bull Setting Goals
bull Number of Centurion membersbull Club contribution to Annual Fundbull Club contribution to Poliobull Paul Harris Society memberbull District Grantbull Global Grant
CLUB FOUNDATION CHAIR MANUAL
bull Your reference for the yearbull Information on applying for grants ndash with links where
appropriatebull P 6-7 District Grant requirements and Interim Final
report form The Final report must be completed before second half of DG is paid to Club
bull P 8 Global Grant advice ndash an on-line processbull P 11Club Memorandum of Understanding ndash this must
be completed before any grant can be applied forbull P 12 District Grant Application form
CLUB QUALIFICATION
For a Rotary Club to be qualified to access Foundation District and Global Grants it must meet the following criteriabull Attendance at the Foundation Seminar for updating
training of club foundation Chair or a delegatebull Completion of the Memorandum of Understanding
document included in the foundation Chair Manualbull Entering of club giving goals on line Instructions are in
the Club Foundation Chair ManualClub Foundation Chair Manuals are available today
GOAL SETTING
bull Giving goals Essential requirement of Club Qualification bull Log onto My Rotary ndash Club Presidents Foundation Chairs
have access to Club Foundation reports and can enter goalsbull Use the Manage tab Rotary Club Central Foundation
Giving Goals and Progress ndash p 10 CFCM
bull For Reports Log on to My Rotary Select the Foundation Tab then drop down on the right to Foundation Reports Various available - you will find Contribution and Recognition Reports
MY ROTARY WEBSITE
bull For Reports Log on to My Rotary Select the Foundation Tab then drop down on the right to Foundation Reports Various available - you will find Contribution and Recognition Reports
bull Reports includendash Benefactor Reportndash Club Recognition Summaryndash Club Foundation Banner Reportndash Major Donor Arch Klumph Society Bequest Societyndash Club Fundraising Analysisndash Paul Harris Society Report
bull Help available from TRF ndash Mark Anderson
FOUNDATION CALENDAR
bull Closing date for district Grant applications ndash 30th June 2018
bull World Polio Day ndash October 24th 2018bull Foundation Month ndash November 2018bull Rotaryrsquos 114th birthday ndash February 23rd 2019bull Closing date for Global Grant Scholar applications ndash
March 31 2019bull District Assembly for 2019-2020 ndash Aprilbull Closing date for Peace Fellowship applications ndash 31 May
2018 and 2019
FOUNDATION DINNER - 2018
bull Waterview Function Centre ndashCentennial Park Homebush
bull 26th November 2018
bull Speaker ndash IPRIP Ian Riseley
bull Recognition of Paul Harris Society and Major Donors milestones
DISTRICT TEAM- THE ROTARY FOUNDATION
bull Chair PDG David Randsbull ARRFC PDG Tony Castleybull Scholarships PDG Pam Pritchardbull End Polio PDG Bob Aitken Bruce Nichollsbull Grants David Deanbull Foundation Alumni Lindsay Maybull PHSMajor Donors PDG David Cookbull Centurions Gavin Ralstonbull Endowment Fund PDG Monica Savillebull AuditReview Chair Tony Durbin
ZONE REPRESENTATIVES - THE ROTARY FOUNDATIONbull Beaches Peter Kindredbull Blue Mountains PDG Jennifer Scottbull Central Coast David Rivettbull City North Neil Howiebull Hawkesbury Bob Kaye-Smithbull Lower Central Coast Ross Pearsebull Nepean PDG David Cookbull North Shore PDG Pam Pritchardbull Northwestern Haran Ramachandranbull Riverside PDG Monica Savillebull The Hills PDG Barry Philpsbull Upper Central Coast Liz Northbull Upper North Shore PDG John Cameron
Our Foundation ndash The Broader ViewMark Anderson
Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Who we are What we do
Our Structure
ndash Directors (17 x 2 year terms)
ndash Trustees (15 x 4 year terms)
34 ZonesRRFC ndash Regional
Rotary Foundation Coordinator
EMGA ndashEndowment and
Major Gift Advisor
ARRFC ndashAssistant
Regional Rotary Foundation
Coordinators
540 Districts DRFC ndash District Rotary Foundation Chair
35000 Clubs Foundation Director
The Government of Rotary
RISPPO Serving 64000
Rotarians
Rotary International - Offices
PDG Bruce AllenRegional Head
Grace RamirezRegional Financial Controller
Sally FutoFinance
CoordinatorANZ
Melissa AsanzaFinance
CoordinatorTRF
Ros ONGFinance
CoordinatorPhilippines
Andrew BestClub amp District Support
Barbara MifsudCDS Coordinator
Mary Jane Desmond
CDS Correspondent
PDG Bruce AllenManager TRF
PP Mark AndersonTRF Fund
Development
KrissyAure-Canson
TRF Administration
Juliet Timmerm
anAdministratio
n
Finance Club amp District Support The Rotary Foundation Administration
PP Rob ByrnesTRF Fund
Development
Rotary International South Pacific and Philippines Office (RISPPO)
Total staff worldwide to support Rotarians - 704
The Rotary Foundation Staff at Parramatta
Rotary International Office ndash The Rotary Foundation
bull Donor acquisition and supportbull Paul Harris Fellow Administrationbull Paul Harris Society Administrationbull Major Donor Administration bull Bequest Society Administrationbull Grant advise and supportbull The Australian Rotary Foundation Trust (TARFT)bull Support and information for RRFC EMGA amp DRFC
Fund DevelopmentDeliverables
Develop and maintain a portfolio of key Major andPlanned Giving Prospects with a capacity to make giftsof US$25000 or more
Major Donor
Bequest Society
To prepare and coordinate the presentationof major gift proposals to prospective donors
To average 50 contacts (face to face telephonemajor gift proposals) per month withmajor gift prospects
To assist in the design and implementation of aFundraising plan that enhances
Every Rotarian Every Year
Paul Harris Society
Major Donor upgradesOutright Major Donors
Bequest Society
To assist in planning preparation of Fund Development Activities
bull Needs for Donor cultivationsolicitation tripsbull Rotary Events
bull Support Materials
To actively promote and monitor thePaul Harris Society
In cooperation with each DRFC ensure all Districts have an active PHS Chair
To develop and administer appropriatecultivation stewardship events as neededWork with RRFC EMGA
To provide timely and reliable information
bull Accurate statistical informationbull Adequate audiovisualsbull Appropriate literature
Ensure appropriate materials are requisitionedin advance and stored properly
To focus support on Rotary senior leadership
To support and train volunteer committeeson fund development
To incorporate into all assigned duties a strongthorough and ongoing knowledge of theorganisation including
TechnicalProgramsProcedural functions with TRF amp RI
To maintain effective contact within thephilanthropic community at large and beaware of trends and developments with theirpotential effect on our fundraising activitiesincluding legal and governmental policies
To support the activities and administration of The Australian Rotary Foundation Trust (TARFT) and to act as the secretariat for the board
The Boardbull PDG Lou Johnson ndash Chairman (TAS)bull PDG Joanne Schilling ndash Deputy Chair (NT)bull PDG Monica Saville ndash Treasurer (NSW)bull PDG Tony Castley (NSW)bull PDG John Barnes (VIC)bull PDG Ron Geary (WA)bull PDG Eric Wood (QLD)bull Ian Salmon (NSW)bull Phillip Archer (VIC)bull PDG Bruce Allen - Secretary
Fundraising
Rotary Club
raises money
Rotary club donates
money to another charity
Other charity builds
reputation
Other charity comes back
to Rotary Club for more
money
The cycle of fundraising and giving
hellipto do good in the world
Rotary Club raises Money
Rotary Club contributes to TRF
Rotary club applies for a Grant
The Grant provides funding for local or
international projects
Reputation of the Rotary Club
grows
Lets grow our reputation
Charities in Australia and New Zealand
have a combined total income of nearly$125b annually
Our Charity
Do you give personally to one of these Why not give to our own charity
Rotary International only has one official charity
Most Australians amp Kiwirsquos give to a Charity
On average they give to at least three charities per year
The average Australian gave $318 to Charity last year Source NAB
Only 23 of Rotarians gave to our Charity ndash The Rotary Foundation
Giving is tax deductible through The Australian Rotary Foundation Trust or Guardian Trust in New Zealand
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
1720870
4230 4060
2770
1635
59905190
AUSTRALIA NEW ZEALAND PHILIPPINES INDONESIA
Percentage of Rotarians contributing by Country Group
15-16 16-17
The Rotary Foundation How efficient is The Rotary Foundation
Total Expenditure2016-17
US$271m
168 Administration Cost
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
$3500000
$4000000
$4500000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Club
Club
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Individual
Individual
Contribution Trends - Australia
$-
$100000
$200000
$300000
$400000
$500000
$600000
$700000
$800000
$900000
$1000000
FY2013 FY2014 FY2015 FY2016 FY2017
Club
Club
$-
$50000
$100000
$150000
$200000
$250000
$300000
$350000
$400000
FY2013 FY2014 FY2015 FY2016 FY2017
Individual
Individual
Contribution Trends ndash New Zealand
Reports
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
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Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
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10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
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D9520
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D9550
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D9570
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D9600
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D9600
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D9640
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D9640
D9650
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D9670
D9670
D9670
D9670
D9675
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D9675
D9685
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D9685
D9685
D9700
D9700
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D9710
D9710
D9710
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D9780
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D9790
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D9820
D9830
D9830
D9830
D9830
THE PRIORITIES OF THE ROTARY FOUNDATION
bull End Polio Now Countdown to History
bull Increase sustainability of our service efforts within the six areas of focus through the use of both district and global grants
bull Encourage the full use of District Designated Funds
bull Encourage gifts and commitments that establish personal legacies within Rotaryrsquos Endowment
FOUNDATION GRANTS AND PROGRAMS
Grantsbull District grants - Small grants administrated by District bull Global grants - Large Grants administrated by the TRF
Can be a project grant VTT (Vocational Training team) or scholarship
bull Special Grants
Programsbull Peace Fellows fully funded by the TRFbull Polio Plus Our No1 Priority
AREAS OF FOCUS
Peace and conflict preventionresolution
Disease prevention and treatment
Water and sanitation
Maternal and child health
Basic education and literacy
Economic and community development
DISTRICT GRANTS
Gosford Club used a District grant to build two picnic shelters on the Gosford waterfront
Mosman Club has supported ldquoBooks in Homesrdquo in providing books to infants and grade 1 pupils at a school in Mt Druitt
GLOBAL GRANTS
Carlingford Rotary used a Global Grant of $26K to supply fishing boats in Philippines after Hurricane Haiyan Total project value $56K
The Hills Kellyville Rotary used a $40K GG to supply ophthalmology equipment in the Jaffna hospital in Sri Lanka 135 patients were operated on using the equipment in its first month of operation Total project value $110K
GIVING TO CHARITY
How many of you give
to a Charity
Please give to
our Charity
In 2014-15 The Rotary Foundation put 914 of the funds into Rotary Programs - 2 administration 6 promotion The Rotary Foundation has a had four star rating with
the Charity Navigator ndash for eight consecutive years2016 Outstanding Foundation (Association of Fundraising Professionals)
THE ROTARY FOUNDATION ndash THE CLUB CHAIR ROLEbull Encourage Club project chairs to apply for Foundation
Grants and help members be involved in those projectsbull Be knowledgeable about the Grants process and options
available ndash advise the clubbull Promote the Foundationrsquos work frequently at Club meetingsbull Arrange an inspirational Foundation focused program 4
times per year bull Set goals and encourage all members to be a Centurion
Assist the club treasurer in managing the receiptsbull Promote membership of the Paul Harris Society and the
Bequest Society Inspire your fellow members to give personally to OUR Foundation
THE ROTARY FOUNDATION ndash THE CLUB CHAIR ROLE
bull Setting Goals
bull Number of Centurion membersbull Club contribution to Annual Fundbull Club contribution to Poliobull Paul Harris Society memberbull District Grantbull Global Grant
CLUB FOUNDATION CHAIR MANUAL
bull Your reference for the yearbull Information on applying for grants ndash with links where
appropriatebull P 6-7 District Grant requirements and Interim Final
report form The Final report must be completed before second half of DG is paid to Club
bull P 8 Global Grant advice ndash an on-line processbull P 11Club Memorandum of Understanding ndash this must
be completed before any grant can be applied forbull P 12 District Grant Application form
CLUB QUALIFICATION
For a Rotary Club to be qualified to access Foundation District and Global Grants it must meet the following criteriabull Attendance at the Foundation Seminar for updating
training of club foundation Chair or a delegatebull Completion of the Memorandum of Understanding
document included in the foundation Chair Manualbull Entering of club giving goals on line Instructions are in
the Club Foundation Chair ManualClub Foundation Chair Manuals are available today
GOAL SETTING
bull Giving goals Essential requirement of Club Qualification bull Log onto My Rotary ndash Club Presidents Foundation Chairs
have access to Club Foundation reports and can enter goalsbull Use the Manage tab Rotary Club Central Foundation
Giving Goals and Progress ndash p 10 CFCM
bull For Reports Log on to My Rotary Select the Foundation Tab then drop down on the right to Foundation Reports Various available - you will find Contribution and Recognition Reports
MY ROTARY WEBSITE
bull For Reports Log on to My Rotary Select the Foundation Tab then drop down on the right to Foundation Reports Various available - you will find Contribution and Recognition Reports
bull Reports includendash Benefactor Reportndash Club Recognition Summaryndash Club Foundation Banner Reportndash Major Donor Arch Klumph Society Bequest Societyndash Club Fundraising Analysisndash Paul Harris Society Report
bull Help available from TRF ndash Mark Anderson
FOUNDATION CALENDAR
bull Closing date for district Grant applications ndash 30th June 2018
bull World Polio Day ndash October 24th 2018bull Foundation Month ndash November 2018bull Rotaryrsquos 114th birthday ndash February 23rd 2019bull Closing date for Global Grant Scholar applications ndash
March 31 2019bull District Assembly for 2019-2020 ndash Aprilbull Closing date for Peace Fellowship applications ndash 31 May
2018 and 2019
FOUNDATION DINNER - 2018
bull Waterview Function Centre ndashCentennial Park Homebush
bull 26th November 2018
bull Speaker ndash IPRIP Ian Riseley
bull Recognition of Paul Harris Society and Major Donors milestones
DISTRICT TEAM- THE ROTARY FOUNDATION
bull Chair PDG David Randsbull ARRFC PDG Tony Castleybull Scholarships PDG Pam Pritchardbull End Polio PDG Bob Aitken Bruce Nichollsbull Grants David Deanbull Foundation Alumni Lindsay Maybull PHSMajor Donors PDG David Cookbull Centurions Gavin Ralstonbull Endowment Fund PDG Monica Savillebull AuditReview Chair Tony Durbin
ZONE REPRESENTATIVES - THE ROTARY FOUNDATIONbull Beaches Peter Kindredbull Blue Mountains PDG Jennifer Scottbull Central Coast David Rivettbull City North Neil Howiebull Hawkesbury Bob Kaye-Smithbull Lower Central Coast Ross Pearsebull Nepean PDG David Cookbull North Shore PDG Pam Pritchardbull Northwestern Haran Ramachandranbull Riverside PDG Monica Savillebull The Hills PDG Barry Philpsbull Upper Central Coast Liz Northbull Upper North Shore PDG John Cameron
Our Foundation ndash The Broader ViewMark Anderson
Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Who we are What we do
Our Structure
ndash Directors (17 x 2 year terms)
ndash Trustees (15 x 4 year terms)
34 ZonesRRFC ndash Regional
Rotary Foundation Coordinator
EMGA ndashEndowment and
Major Gift Advisor
ARRFC ndashAssistant
Regional Rotary Foundation
Coordinators
540 Districts DRFC ndash District Rotary Foundation Chair
35000 Clubs Foundation Director
The Government of Rotary
RISPPO Serving 64000
Rotarians
Rotary International - Offices
PDG Bruce AllenRegional Head
Grace RamirezRegional Financial Controller
Sally FutoFinance
CoordinatorANZ
Melissa AsanzaFinance
CoordinatorTRF
Ros ONGFinance
CoordinatorPhilippines
Andrew BestClub amp District Support
Barbara MifsudCDS Coordinator
Mary Jane Desmond
CDS Correspondent
PDG Bruce AllenManager TRF
PP Mark AndersonTRF Fund
Development
KrissyAure-Canson
TRF Administration
Juliet Timmerm
anAdministratio
n
Finance Club amp District Support The Rotary Foundation Administration
PP Rob ByrnesTRF Fund
Development
Rotary International South Pacific and Philippines Office (RISPPO)
Total staff worldwide to support Rotarians - 704
The Rotary Foundation Staff at Parramatta
Rotary International Office ndash The Rotary Foundation
bull Donor acquisition and supportbull Paul Harris Fellow Administrationbull Paul Harris Society Administrationbull Major Donor Administration bull Bequest Society Administrationbull Grant advise and supportbull The Australian Rotary Foundation Trust (TARFT)bull Support and information for RRFC EMGA amp DRFC
Fund DevelopmentDeliverables
Develop and maintain a portfolio of key Major andPlanned Giving Prospects with a capacity to make giftsof US$25000 or more
Major Donor
Bequest Society
To prepare and coordinate the presentationof major gift proposals to prospective donors
To average 50 contacts (face to face telephonemajor gift proposals) per month withmajor gift prospects
To assist in the design and implementation of aFundraising plan that enhances
Every Rotarian Every Year
Paul Harris Society
Major Donor upgradesOutright Major Donors
Bequest Society
To assist in planning preparation of Fund Development Activities
bull Needs for Donor cultivationsolicitation tripsbull Rotary Events
bull Support Materials
To actively promote and monitor thePaul Harris Society
In cooperation with each DRFC ensure all Districts have an active PHS Chair
To develop and administer appropriatecultivation stewardship events as neededWork with RRFC EMGA
To provide timely and reliable information
bull Accurate statistical informationbull Adequate audiovisualsbull Appropriate literature
Ensure appropriate materials are requisitionedin advance and stored properly
To focus support on Rotary senior leadership
To support and train volunteer committeeson fund development
To incorporate into all assigned duties a strongthorough and ongoing knowledge of theorganisation including
TechnicalProgramsProcedural functions with TRF amp RI
To maintain effective contact within thephilanthropic community at large and beaware of trends and developments with theirpotential effect on our fundraising activitiesincluding legal and governmental policies
To support the activities and administration of The Australian Rotary Foundation Trust (TARFT) and to act as the secretariat for the board
The Boardbull PDG Lou Johnson ndash Chairman (TAS)bull PDG Joanne Schilling ndash Deputy Chair (NT)bull PDG Monica Saville ndash Treasurer (NSW)bull PDG Tony Castley (NSW)bull PDG John Barnes (VIC)bull PDG Ron Geary (WA)bull PDG Eric Wood (QLD)bull Ian Salmon (NSW)bull Phillip Archer (VIC)bull PDG Bruce Allen - Secretary
Fundraising
Rotary Club
raises money
Rotary club donates
money to another charity
Other charity builds
reputation
Other charity comes back
to Rotary Club for more
money
The cycle of fundraising and giving
hellipto do good in the world
Rotary Club raises Money
Rotary Club contributes to TRF
Rotary club applies for a Grant
The Grant provides funding for local or
international projects
Reputation of the Rotary Club
grows
Lets grow our reputation
Charities in Australia and New Zealand
have a combined total income of nearly$125b annually
Our Charity
Do you give personally to one of these Why not give to our own charity
Rotary International only has one official charity
Most Australians amp Kiwirsquos give to a Charity
On average they give to at least three charities per year
The average Australian gave $318 to Charity last year Source NAB
Only 23 of Rotarians gave to our Charity ndash The Rotary Foundation
Giving is tax deductible through The Australian Rotary Foundation Trust or Guardian Trust in New Zealand
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
1720870
4230 4060
2770
1635
59905190
AUSTRALIA NEW ZEALAND PHILIPPINES INDONESIA
Percentage of Rotarians contributing by Country Group
15-16 16-17
The Rotary Foundation How efficient is The Rotary Foundation
Total Expenditure2016-17
US$271m
168 Administration Cost
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
$3500000
$4000000
$4500000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Club
Club
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Individual
Individual
Contribution Trends - Australia
$-
$100000
$200000
$300000
$400000
$500000
$600000
$700000
$800000
$900000
$1000000
FY2013 FY2014 FY2015 FY2016 FY2017
Club
Club
$-
$50000
$100000
$150000
$200000
$250000
$300000
$350000
$400000
FY2013 FY2014 FY2015 FY2016 FY2017
Individual
Individual
Contribution Trends ndash New Zealand
Reports
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
FOUNDATION GRANTS AND PROGRAMS
Grantsbull District grants - Small grants administrated by District bull Global grants - Large Grants administrated by the TRF
Can be a project grant VTT (Vocational Training team) or scholarship
bull Special Grants
Programsbull Peace Fellows fully funded by the TRFbull Polio Plus Our No1 Priority
AREAS OF FOCUS
Peace and conflict preventionresolution
Disease prevention and treatment
Water and sanitation
Maternal and child health
Basic education and literacy
Economic and community development
DISTRICT GRANTS
Gosford Club used a District grant to build two picnic shelters on the Gosford waterfront
Mosman Club has supported ldquoBooks in Homesrdquo in providing books to infants and grade 1 pupils at a school in Mt Druitt
GLOBAL GRANTS
Carlingford Rotary used a Global Grant of $26K to supply fishing boats in Philippines after Hurricane Haiyan Total project value $56K
The Hills Kellyville Rotary used a $40K GG to supply ophthalmology equipment in the Jaffna hospital in Sri Lanka 135 patients were operated on using the equipment in its first month of operation Total project value $110K
GIVING TO CHARITY
How many of you give
to a Charity
Please give to
our Charity
In 2014-15 The Rotary Foundation put 914 of the funds into Rotary Programs - 2 administration 6 promotion The Rotary Foundation has a had four star rating with
the Charity Navigator ndash for eight consecutive years2016 Outstanding Foundation (Association of Fundraising Professionals)
THE ROTARY FOUNDATION ndash THE CLUB CHAIR ROLEbull Encourage Club project chairs to apply for Foundation
Grants and help members be involved in those projectsbull Be knowledgeable about the Grants process and options
available ndash advise the clubbull Promote the Foundationrsquos work frequently at Club meetingsbull Arrange an inspirational Foundation focused program 4
times per year bull Set goals and encourage all members to be a Centurion
Assist the club treasurer in managing the receiptsbull Promote membership of the Paul Harris Society and the
Bequest Society Inspire your fellow members to give personally to OUR Foundation
THE ROTARY FOUNDATION ndash THE CLUB CHAIR ROLE
bull Setting Goals
bull Number of Centurion membersbull Club contribution to Annual Fundbull Club contribution to Poliobull Paul Harris Society memberbull District Grantbull Global Grant
CLUB FOUNDATION CHAIR MANUAL
bull Your reference for the yearbull Information on applying for grants ndash with links where
appropriatebull P 6-7 District Grant requirements and Interim Final
report form The Final report must be completed before second half of DG is paid to Club
bull P 8 Global Grant advice ndash an on-line processbull P 11Club Memorandum of Understanding ndash this must
be completed before any grant can be applied forbull P 12 District Grant Application form
CLUB QUALIFICATION
For a Rotary Club to be qualified to access Foundation District and Global Grants it must meet the following criteriabull Attendance at the Foundation Seminar for updating
training of club foundation Chair or a delegatebull Completion of the Memorandum of Understanding
document included in the foundation Chair Manualbull Entering of club giving goals on line Instructions are in
the Club Foundation Chair ManualClub Foundation Chair Manuals are available today
GOAL SETTING
bull Giving goals Essential requirement of Club Qualification bull Log onto My Rotary ndash Club Presidents Foundation Chairs
have access to Club Foundation reports and can enter goalsbull Use the Manage tab Rotary Club Central Foundation
Giving Goals and Progress ndash p 10 CFCM
bull For Reports Log on to My Rotary Select the Foundation Tab then drop down on the right to Foundation Reports Various available - you will find Contribution and Recognition Reports
MY ROTARY WEBSITE
bull For Reports Log on to My Rotary Select the Foundation Tab then drop down on the right to Foundation Reports Various available - you will find Contribution and Recognition Reports
bull Reports includendash Benefactor Reportndash Club Recognition Summaryndash Club Foundation Banner Reportndash Major Donor Arch Klumph Society Bequest Societyndash Club Fundraising Analysisndash Paul Harris Society Report
bull Help available from TRF ndash Mark Anderson
FOUNDATION CALENDAR
bull Closing date for district Grant applications ndash 30th June 2018
bull World Polio Day ndash October 24th 2018bull Foundation Month ndash November 2018bull Rotaryrsquos 114th birthday ndash February 23rd 2019bull Closing date for Global Grant Scholar applications ndash
March 31 2019bull District Assembly for 2019-2020 ndash Aprilbull Closing date for Peace Fellowship applications ndash 31 May
2018 and 2019
FOUNDATION DINNER - 2018
bull Waterview Function Centre ndashCentennial Park Homebush
bull 26th November 2018
bull Speaker ndash IPRIP Ian Riseley
bull Recognition of Paul Harris Society and Major Donors milestones
DISTRICT TEAM- THE ROTARY FOUNDATION
bull Chair PDG David Randsbull ARRFC PDG Tony Castleybull Scholarships PDG Pam Pritchardbull End Polio PDG Bob Aitken Bruce Nichollsbull Grants David Deanbull Foundation Alumni Lindsay Maybull PHSMajor Donors PDG David Cookbull Centurions Gavin Ralstonbull Endowment Fund PDG Monica Savillebull AuditReview Chair Tony Durbin
ZONE REPRESENTATIVES - THE ROTARY FOUNDATIONbull Beaches Peter Kindredbull Blue Mountains PDG Jennifer Scottbull Central Coast David Rivettbull City North Neil Howiebull Hawkesbury Bob Kaye-Smithbull Lower Central Coast Ross Pearsebull Nepean PDG David Cookbull North Shore PDG Pam Pritchardbull Northwestern Haran Ramachandranbull Riverside PDG Monica Savillebull The Hills PDG Barry Philpsbull Upper Central Coast Liz Northbull Upper North Shore PDG John Cameron
Our Foundation ndash The Broader ViewMark Anderson
Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Who we are What we do
Our Structure
ndash Directors (17 x 2 year terms)
ndash Trustees (15 x 4 year terms)
34 ZonesRRFC ndash Regional
Rotary Foundation Coordinator
EMGA ndashEndowment and
Major Gift Advisor
ARRFC ndashAssistant
Regional Rotary Foundation
Coordinators
540 Districts DRFC ndash District Rotary Foundation Chair
35000 Clubs Foundation Director
The Government of Rotary
RISPPO Serving 64000
Rotarians
Rotary International - Offices
PDG Bruce AllenRegional Head
Grace RamirezRegional Financial Controller
Sally FutoFinance
CoordinatorANZ
Melissa AsanzaFinance
CoordinatorTRF
Ros ONGFinance
CoordinatorPhilippines
Andrew BestClub amp District Support
Barbara MifsudCDS Coordinator
Mary Jane Desmond
CDS Correspondent
PDG Bruce AllenManager TRF
PP Mark AndersonTRF Fund
Development
KrissyAure-Canson
TRF Administration
Juliet Timmerm
anAdministratio
n
Finance Club amp District Support The Rotary Foundation Administration
PP Rob ByrnesTRF Fund
Development
Rotary International South Pacific and Philippines Office (RISPPO)
Total staff worldwide to support Rotarians - 704
The Rotary Foundation Staff at Parramatta
Rotary International Office ndash The Rotary Foundation
bull Donor acquisition and supportbull Paul Harris Fellow Administrationbull Paul Harris Society Administrationbull Major Donor Administration bull Bequest Society Administrationbull Grant advise and supportbull The Australian Rotary Foundation Trust (TARFT)bull Support and information for RRFC EMGA amp DRFC
Fund DevelopmentDeliverables
Develop and maintain a portfolio of key Major andPlanned Giving Prospects with a capacity to make giftsof US$25000 or more
Major Donor
Bequest Society
To prepare and coordinate the presentationof major gift proposals to prospective donors
To average 50 contacts (face to face telephonemajor gift proposals) per month withmajor gift prospects
To assist in the design and implementation of aFundraising plan that enhances
Every Rotarian Every Year
Paul Harris Society
Major Donor upgradesOutright Major Donors
Bequest Society
To assist in planning preparation of Fund Development Activities
bull Needs for Donor cultivationsolicitation tripsbull Rotary Events
bull Support Materials
To actively promote and monitor thePaul Harris Society
In cooperation with each DRFC ensure all Districts have an active PHS Chair
To develop and administer appropriatecultivation stewardship events as neededWork with RRFC EMGA
To provide timely and reliable information
bull Accurate statistical informationbull Adequate audiovisualsbull Appropriate literature
Ensure appropriate materials are requisitionedin advance and stored properly
To focus support on Rotary senior leadership
To support and train volunteer committeeson fund development
To incorporate into all assigned duties a strongthorough and ongoing knowledge of theorganisation including
TechnicalProgramsProcedural functions with TRF amp RI
To maintain effective contact within thephilanthropic community at large and beaware of trends and developments with theirpotential effect on our fundraising activitiesincluding legal and governmental policies
To support the activities and administration of The Australian Rotary Foundation Trust (TARFT) and to act as the secretariat for the board
The Boardbull PDG Lou Johnson ndash Chairman (TAS)bull PDG Joanne Schilling ndash Deputy Chair (NT)bull PDG Monica Saville ndash Treasurer (NSW)bull PDG Tony Castley (NSW)bull PDG John Barnes (VIC)bull PDG Ron Geary (WA)bull PDG Eric Wood (QLD)bull Ian Salmon (NSW)bull Phillip Archer (VIC)bull PDG Bruce Allen - Secretary
Fundraising
Rotary Club
raises money
Rotary club donates
money to another charity
Other charity builds
reputation
Other charity comes back
to Rotary Club for more
money
The cycle of fundraising and giving
hellipto do good in the world
Rotary Club raises Money
Rotary Club contributes to TRF
Rotary club applies for a Grant
The Grant provides funding for local or
international projects
Reputation of the Rotary Club
grows
Lets grow our reputation
Charities in Australia and New Zealand
have a combined total income of nearly$125b annually
Our Charity
Do you give personally to one of these Why not give to our own charity
Rotary International only has one official charity
Most Australians amp Kiwirsquos give to a Charity
On average they give to at least three charities per year
The average Australian gave $318 to Charity last year Source NAB
Only 23 of Rotarians gave to our Charity ndash The Rotary Foundation
Giving is tax deductible through The Australian Rotary Foundation Trust or Guardian Trust in New Zealand
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
1720870
4230 4060
2770
1635
59905190
AUSTRALIA NEW ZEALAND PHILIPPINES INDONESIA
Percentage of Rotarians contributing by Country Group
15-16 16-17
The Rotary Foundation How efficient is The Rotary Foundation
Total Expenditure2016-17
US$271m
168 Administration Cost
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
$3500000
$4000000
$4500000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Club
Club
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Individual
Individual
Contribution Trends - Australia
$-
$100000
$200000
$300000
$400000
$500000
$600000
$700000
$800000
$900000
$1000000
FY2013 FY2014 FY2015 FY2016 FY2017
Club
Club
$-
$50000
$100000
$150000
$200000
$250000
$300000
$350000
$400000
FY2013 FY2014 FY2015 FY2016 FY2017
Individual
Individual
Contribution Trends ndash New Zealand
Reports
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
AREAS OF FOCUS
Peace and conflict preventionresolution
Disease prevention and treatment
Water and sanitation
Maternal and child health
Basic education and literacy
Economic and community development
DISTRICT GRANTS
Gosford Club used a District grant to build two picnic shelters on the Gosford waterfront
Mosman Club has supported ldquoBooks in Homesrdquo in providing books to infants and grade 1 pupils at a school in Mt Druitt
GLOBAL GRANTS
Carlingford Rotary used a Global Grant of $26K to supply fishing boats in Philippines after Hurricane Haiyan Total project value $56K
The Hills Kellyville Rotary used a $40K GG to supply ophthalmology equipment in the Jaffna hospital in Sri Lanka 135 patients were operated on using the equipment in its first month of operation Total project value $110K
GIVING TO CHARITY
How many of you give
to a Charity
Please give to
our Charity
In 2014-15 The Rotary Foundation put 914 of the funds into Rotary Programs - 2 administration 6 promotion The Rotary Foundation has a had four star rating with
the Charity Navigator ndash for eight consecutive years2016 Outstanding Foundation (Association of Fundraising Professionals)
THE ROTARY FOUNDATION ndash THE CLUB CHAIR ROLEbull Encourage Club project chairs to apply for Foundation
Grants and help members be involved in those projectsbull Be knowledgeable about the Grants process and options
available ndash advise the clubbull Promote the Foundationrsquos work frequently at Club meetingsbull Arrange an inspirational Foundation focused program 4
times per year bull Set goals and encourage all members to be a Centurion
Assist the club treasurer in managing the receiptsbull Promote membership of the Paul Harris Society and the
Bequest Society Inspire your fellow members to give personally to OUR Foundation
THE ROTARY FOUNDATION ndash THE CLUB CHAIR ROLE
bull Setting Goals
bull Number of Centurion membersbull Club contribution to Annual Fundbull Club contribution to Poliobull Paul Harris Society memberbull District Grantbull Global Grant
CLUB FOUNDATION CHAIR MANUAL
bull Your reference for the yearbull Information on applying for grants ndash with links where
appropriatebull P 6-7 District Grant requirements and Interim Final
report form The Final report must be completed before second half of DG is paid to Club
bull P 8 Global Grant advice ndash an on-line processbull P 11Club Memorandum of Understanding ndash this must
be completed before any grant can be applied forbull P 12 District Grant Application form
CLUB QUALIFICATION
For a Rotary Club to be qualified to access Foundation District and Global Grants it must meet the following criteriabull Attendance at the Foundation Seminar for updating
training of club foundation Chair or a delegatebull Completion of the Memorandum of Understanding
document included in the foundation Chair Manualbull Entering of club giving goals on line Instructions are in
the Club Foundation Chair ManualClub Foundation Chair Manuals are available today
GOAL SETTING
bull Giving goals Essential requirement of Club Qualification bull Log onto My Rotary ndash Club Presidents Foundation Chairs
have access to Club Foundation reports and can enter goalsbull Use the Manage tab Rotary Club Central Foundation
Giving Goals and Progress ndash p 10 CFCM
bull For Reports Log on to My Rotary Select the Foundation Tab then drop down on the right to Foundation Reports Various available - you will find Contribution and Recognition Reports
MY ROTARY WEBSITE
bull For Reports Log on to My Rotary Select the Foundation Tab then drop down on the right to Foundation Reports Various available - you will find Contribution and Recognition Reports
bull Reports includendash Benefactor Reportndash Club Recognition Summaryndash Club Foundation Banner Reportndash Major Donor Arch Klumph Society Bequest Societyndash Club Fundraising Analysisndash Paul Harris Society Report
bull Help available from TRF ndash Mark Anderson
FOUNDATION CALENDAR
bull Closing date for district Grant applications ndash 30th June 2018
bull World Polio Day ndash October 24th 2018bull Foundation Month ndash November 2018bull Rotaryrsquos 114th birthday ndash February 23rd 2019bull Closing date for Global Grant Scholar applications ndash
March 31 2019bull District Assembly for 2019-2020 ndash Aprilbull Closing date for Peace Fellowship applications ndash 31 May
2018 and 2019
FOUNDATION DINNER - 2018
bull Waterview Function Centre ndashCentennial Park Homebush
bull 26th November 2018
bull Speaker ndash IPRIP Ian Riseley
bull Recognition of Paul Harris Society and Major Donors milestones
DISTRICT TEAM- THE ROTARY FOUNDATION
bull Chair PDG David Randsbull ARRFC PDG Tony Castleybull Scholarships PDG Pam Pritchardbull End Polio PDG Bob Aitken Bruce Nichollsbull Grants David Deanbull Foundation Alumni Lindsay Maybull PHSMajor Donors PDG David Cookbull Centurions Gavin Ralstonbull Endowment Fund PDG Monica Savillebull AuditReview Chair Tony Durbin
ZONE REPRESENTATIVES - THE ROTARY FOUNDATIONbull Beaches Peter Kindredbull Blue Mountains PDG Jennifer Scottbull Central Coast David Rivettbull City North Neil Howiebull Hawkesbury Bob Kaye-Smithbull Lower Central Coast Ross Pearsebull Nepean PDG David Cookbull North Shore PDG Pam Pritchardbull Northwestern Haran Ramachandranbull Riverside PDG Monica Savillebull The Hills PDG Barry Philpsbull Upper Central Coast Liz Northbull Upper North Shore PDG John Cameron
Our Foundation ndash The Broader ViewMark Anderson
Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Who we are What we do
Our Structure
ndash Directors (17 x 2 year terms)
ndash Trustees (15 x 4 year terms)
34 ZonesRRFC ndash Regional
Rotary Foundation Coordinator
EMGA ndashEndowment and
Major Gift Advisor
ARRFC ndashAssistant
Regional Rotary Foundation
Coordinators
540 Districts DRFC ndash District Rotary Foundation Chair
35000 Clubs Foundation Director
The Government of Rotary
RISPPO Serving 64000
Rotarians
Rotary International - Offices
PDG Bruce AllenRegional Head
Grace RamirezRegional Financial Controller
Sally FutoFinance
CoordinatorANZ
Melissa AsanzaFinance
CoordinatorTRF
Ros ONGFinance
CoordinatorPhilippines
Andrew BestClub amp District Support
Barbara MifsudCDS Coordinator
Mary Jane Desmond
CDS Correspondent
PDG Bruce AllenManager TRF
PP Mark AndersonTRF Fund
Development
KrissyAure-Canson
TRF Administration
Juliet Timmerm
anAdministratio
n
Finance Club amp District Support The Rotary Foundation Administration
PP Rob ByrnesTRF Fund
Development
Rotary International South Pacific and Philippines Office (RISPPO)
Total staff worldwide to support Rotarians - 704
The Rotary Foundation Staff at Parramatta
Rotary International Office ndash The Rotary Foundation
bull Donor acquisition and supportbull Paul Harris Fellow Administrationbull Paul Harris Society Administrationbull Major Donor Administration bull Bequest Society Administrationbull Grant advise and supportbull The Australian Rotary Foundation Trust (TARFT)bull Support and information for RRFC EMGA amp DRFC
Fund DevelopmentDeliverables
Develop and maintain a portfolio of key Major andPlanned Giving Prospects with a capacity to make giftsof US$25000 or more
Major Donor
Bequest Society
To prepare and coordinate the presentationof major gift proposals to prospective donors
To average 50 contacts (face to face telephonemajor gift proposals) per month withmajor gift prospects
To assist in the design and implementation of aFundraising plan that enhances
Every Rotarian Every Year
Paul Harris Society
Major Donor upgradesOutright Major Donors
Bequest Society
To assist in planning preparation of Fund Development Activities
bull Needs for Donor cultivationsolicitation tripsbull Rotary Events
bull Support Materials
To actively promote and monitor thePaul Harris Society
In cooperation with each DRFC ensure all Districts have an active PHS Chair
To develop and administer appropriatecultivation stewardship events as neededWork with RRFC EMGA
To provide timely and reliable information
bull Accurate statistical informationbull Adequate audiovisualsbull Appropriate literature
Ensure appropriate materials are requisitionedin advance and stored properly
To focus support on Rotary senior leadership
To support and train volunteer committeeson fund development
To incorporate into all assigned duties a strongthorough and ongoing knowledge of theorganisation including
TechnicalProgramsProcedural functions with TRF amp RI
To maintain effective contact within thephilanthropic community at large and beaware of trends and developments with theirpotential effect on our fundraising activitiesincluding legal and governmental policies
To support the activities and administration of The Australian Rotary Foundation Trust (TARFT) and to act as the secretariat for the board
The Boardbull PDG Lou Johnson ndash Chairman (TAS)bull PDG Joanne Schilling ndash Deputy Chair (NT)bull PDG Monica Saville ndash Treasurer (NSW)bull PDG Tony Castley (NSW)bull PDG John Barnes (VIC)bull PDG Ron Geary (WA)bull PDG Eric Wood (QLD)bull Ian Salmon (NSW)bull Phillip Archer (VIC)bull PDG Bruce Allen - Secretary
Fundraising
Rotary Club
raises money
Rotary club donates
money to another charity
Other charity builds
reputation
Other charity comes back
to Rotary Club for more
money
The cycle of fundraising and giving
hellipto do good in the world
Rotary Club raises Money
Rotary Club contributes to TRF
Rotary club applies for a Grant
The Grant provides funding for local or
international projects
Reputation of the Rotary Club
grows
Lets grow our reputation
Charities in Australia and New Zealand
have a combined total income of nearly$125b annually
Our Charity
Do you give personally to one of these Why not give to our own charity
Rotary International only has one official charity
Most Australians amp Kiwirsquos give to a Charity
On average they give to at least three charities per year
The average Australian gave $318 to Charity last year Source NAB
Only 23 of Rotarians gave to our Charity ndash The Rotary Foundation
Giving is tax deductible through The Australian Rotary Foundation Trust or Guardian Trust in New Zealand
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
1720870
4230 4060
2770
1635
59905190
AUSTRALIA NEW ZEALAND PHILIPPINES INDONESIA
Percentage of Rotarians contributing by Country Group
15-16 16-17
The Rotary Foundation How efficient is The Rotary Foundation
Total Expenditure2016-17
US$271m
168 Administration Cost
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
$3500000
$4000000
$4500000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Club
Club
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Individual
Individual
Contribution Trends - Australia
$-
$100000
$200000
$300000
$400000
$500000
$600000
$700000
$800000
$900000
$1000000
FY2013 FY2014 FY2015 FY2016 FY2017
Club
Club
$-
$50000
$100000
$150000
$200000
$250000
$300000
$350000
$400000
FY2013 FY2014 FY2015 FY2016 FY2017
Individual
Individual
Contribution Trends ndash New Zealand
Reports
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
DISTRICT GRANTS
Gosford Club used a District grant to build two picnic shelters on the Gosford waterfront
Mosman Club has supported ldquoBooks in Homesrdquo in providing books to infants and grade 1 pupils at a school in Mt Druitt
GLOBAL GRANTS
Carlingford Rotary used a Global Grant of $26K to supply fishing boats in Philippines after Hurricane Haiyan Total project value $56K
The Hills Kellyville Rotary used a $40K GG to supply ophthalmology equipment in the Jaffna hospital in Sri Lanka 135 patients were operated on using the equipment in its first month of operation Total project value $110K
GIVING TO CHARITY
How many of you give
to a Charity
Please give to
our Charity
In 2014-15 The Rotary Foundation put 914 of the funds into Rotary Programs - 2 administration 6 promotion The Rotary Foundation has a had four star rating with
the Charity Navigator ndash for eight consecutive years2016 Outstanding Foundation (Association of Fundraising Professionals)
THE ROTARY FOUNDATION ndash THE CLUB CHAIR ROLEbull Encourage Club project chairs to apply for Foundation
Grants and help members be involved in those projectsbull Be knowledgeable about the Grants process and options
available ndash advise the clubbull Promote the Foundationrsquos work frequently at Club meetingsbull Arrange an inspirational Foundation focused program 4
times per year bull Set goals and encourage all members to be a Centurion
Assist the club treasurer in managing the receiptsbull Promote membership of the Paul Harris Society and the
Bequest Society Inspire your fellow members to give personally to OUR Foundation
THE ROTARY FOUNDATION ndash THE CLUB CHAIR ROLE
bull Setting Goals
bull Number of Centurion membersbull Club contribution to Annual Fundbull Club contribution to Poliobull Paul Harris Society memberbull District Grantbull Global Grant
CLUB FOUNDATION CHAIR MANUAL
bull Your reference for the yearbull Information on applying for grants ndash with links where
appropriatebull P 6-7 District Grant requirements and Interim Final
report form The Final report must be completed before second half of DG is paid to Club
bull P 8 Global Grant advice ndash an on-line processbull P 11Club Memorandum of Understanding ndash this must
be completed before any grant can be applied forbull P 12 District Grant Application form
CLUB QUALIFICATION
For a Rotary Club to be qualified to access Foundation District and Global Grants it must meet the following criteriabull Attendance at the Foundation Seminar for updating
training of club foundation Chair or a delegatebull Completion of the Memorandum of Understanding
document included in the foundation Chair Manualbull Entering of club giving goals on line Instructions are in
the Club Foundation Chair ManualClub Foundation Chair Manuals are available today
GOAL SETTING
bull Giving goals Essential requirement of Club Qualification bull Log onto My Rotary ndash Club Presidents Foundation Chairs
have access to Club Foundation reports and can enter goalsbull Use the Manage tab Rotary Club Central Foundation
Giving Goals and Progress ndash p 10 CFCM
bull For Reports Log on to My Rotary Select the Foundation Tab then drop down on the right to Foundation Reports Various available - you will find Contribution and Recognition Reports
MY ROTARY WEBSITE
bull For Reports Log on to My Rotary Select the Foundation Tab then drop down on the right to Foundation Reports Various available - you will find Contribution and Recognition Reports
bull Reports includendash Benefactor Reportndash Club Recognition Summaryndash Club Foundation Banner Reportndash Major Donor Arch Klumph Society Bequest Societyndash Club Fundraising Analysisndash Paul Harris Society Report
bull Help available from TRF ndash Mark Anderson
FOUNDATION CALENDAR
bull Closing date for district Grant applications ndash 30th June 2018
bull World Polio Day ndash October 24th 2018bull Foundation Month ndash November 2018bull Rotaryrsquos 114th birthday ndash February 23rd 2019bull Closing date for Global Grant Scholar applications ndash
March 31 2019bull District Assembly for 2019-2020 ndash Aprilbull Closing date for Peace Fellowship applications ndash 31 May
2018 and 2019
FOUNDATION DINNER - 2018
bull Waterview Function Centre ndashCentennial Park Homebush
bull 26th November 2018
bull Speaker ndash IPRIP Ian Riseley
bull Recognition of Paul Harris Society and Major Donors milestones
DISTRICT TEAM- THE ROTARY FOUNDATION
bull Chair PDG David Randsbull ARRFC PDG Tony Castleybull Scholarships PDG Pam Pritchardbull End Polio PDG Bob Aitken Bruce Nichollsbull Grants David Deanbull Foundation Alumni Lindsay Maybull PHSMajor Donors PDG David Cookbull Centurions Gavin Ralstonbull Endowment Fund PDG Monica Savillebull AuditReview Chair Tony Durbin
ZONE REPRESENTATIVES - THE ROTARY FOUNDATIONbull Beaches Peter Kindredbull Blue Mountains PDG Jennifer Scottbull Central Coast David Rivettbull City North Neil Howiebull Hawkesbury Bob Kaye-Smithbull Lower Central Coast Ross Pearsebull Nepean PDG David Cookbull North Shore PDG Pam Pritchardbull Northwestern Haran Ramachandranbull Riverside PDG Monica Savillebull The Hills PDG Barry Philpsbull Upper Central Coast Liz Northbull Upper North Shore PDG John Cameron
Our Foundation ndash The Broader ViewMark Anderson
Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Who we are What we do
Our Structure
ndash Directors (17 x 2 year terms)
ndash Trustees (15 x 4 year terms)
34 ZonesRRFC ndash Regional
Rotary Foundation Coordinator
EMGA ndashEndowment and
Major Gift Advisor
ARRFC ndashAssistant
Regional Rotary Foundation
Coordinators
540 Districts DRFC ndash District Rotary Foundation Chair
35000 Clubs Foundation Director
The Government of Rotary
RISPPO Serving 64000
Rotarians
Rotary International - Offices
PDG Bruce AllenRegional Head
Grace RamirezRegional Financial Controller
Sally FutoFinance
CoordinatorANZ
Melissa AsanzaFinance
CoordinatorTRF
Ros ONGFinance
CoordinatorPhilippines
Andrew BestClub amp District Support
Barbara MifsudCDS Coordinator
Mary Jane Desmond
CDS Correspondent
PDG Bruce AllenManager TRF
PP Mark AndersonTRF Fund
Development
KrissyAure-Canson
TRF Administration
Juliet Timmerm
anAdministratio
n
Finance Club amp District Support The Rotary Foundation Administration
PP Rob ByrnesTRF Fund
Development
Rotary International South Pacific and Philippines Office (RISPPO)
Total staff worldwide to support Rotarians - 704
The Rotary Foundation Staff at Parramatta
Rotary International Office ndash The Rotary Foundation
bull Donor acquisition and supportbull Paul Harris Fellow Administrationbull Paul Harris Society Administrationbull Major Donor Administration bull Bequest Society Administrationbull Grant advise and supportbull The Australian Rotary Foundation Trust (TARFT)bull Support and information for RRFC EMGA amp DRFC
Fund DevelopmentDeliverables
Develop and maintain a portfolio of key Major andPlanned Giving Prospects with a capacity to make giftsof US$25000 or more
Major Donor
Bequest Society
To prepare and coordinate the presentationof major gift proposals to prospective donors
To average 50 contacts (face to face telephonemajor gift proposals) per month withmajor gift prospects
To assist in the design and implementation of aFundraising plan that enhances
Every Rotarian Every Year
Paul Harris Society
Major Donor upgradesOutright Major Donors
Bequest Society
To assist in planning preparation of Fund Development Activities
bull Needs for Donor cultivationsolicitation tripsbull Rotary Events
bull Support Materials
To actively promote and monitor thePaul Harris Society
In cooperation with each DRFC ensure all Districts have an active PHS Chair
To develop and administer appropriatecultivation stewardship events as neededWork with RRFC EMGA
To provide timely and reliable information
bull Accurate statistical informationbull Adequate audiovisualsbull Appropriate literature
Ensure appropriate materials are requisitionedin advance and stored properly
To focus support on Rotary senior leadership
To support and train volunteer committeeson fund development
To incorporate into all assigned duties a strongthorough and ongoing knowledge of theorganisation including
TechnicalProgramsProcedural functions with TRF amp RI
To maintain effective contact within thephilanthropic community at large and beaware of trends and developments with theirpotential effect on our fundraising activitiesincluding legal and governmental policies
To support the activities and administration of The Australian Rotary Foundation Trust (TARFT) and to act as the secretariat for the board
The Boardbull PDG Lou Johnson ndash Chairman (TAS)bull PDG Joanne Schilling ndash Deputy Chair (NT)bull PDG Monica Saville ndash Treasurer (NSW)bull PDG Tony Castley (NSW)bull PDG John Barnes (VIC)bull PDG Ron Geary (WA)bull PDG Eric Wood (QLD)bull Ian Salmon (NSW)bull Phillip Archer (VIC)bull PDG Bruce Allen - Secretary
Fundraising
Rotary Club
raises money
Rotary club donates
money to another charity
Other charity builds
reputation
Other charity comes back
to Rotary Club for more
money
The cycle of fundraising and giving
hellipto do good in the world
Rotary Club raises Money
Rotary Club contributes to TRF
Rotary club applies for a Grant
The Grant provides funding for local or
international projects
Reputation of the Rotary Club
grows
Lets grow our reputation
Charities in Australia and New Zealand
have a combined total income of nearly$125b annually
Our Charity
Do you give personally to one of these Why not give to our own charity
Rotary International only has one official charity
Most Australians amp Kiwirsquos give to a Charity
On average they give to at least three charities per year
The average Australian gave $318 to Charity last year Source NAB
Only 23 of Rotarians gave to our Charity ndash The Rotary Foundation
Giving is tax deductible through The Australian Rotary Foundation Trust or Guardian Trust in New Zealand
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
1720870
4230 4060
2770
1635
59905190
AUSTRALIA NEW ZEALAND PHILIPPINES INDONESIA
Percentage of Rotarians contributing by Country Group
15-16 16-17
The Rotary Foundation How efficient is The Rotary Foundation
Total Expenditure2016-17
US$271m
168 Administration Cost
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
$3500000
$4000000
$4500000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Club
Club
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Individual
Individual
Contribution Trends - Australia
$-
$100000
$200000
$300000
$400000
$500000
$600000
$700000
$800000
$900000
$1000000
FY2013 FY2014 FY2015 FY2016 FY2017
Club
Club
$-
$50000
$100000
$150000
$200000
$250000
$300000
$350000
$400000
FY2013 FY2014 FY2015 FY2016 FY2017
Individual
Individual
Contribution Trends ndash New Zealand
Reports
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
GLOBAL GRANTS
Carlingford Rotary used a Global Grant of $26K to supply fishing boats in Philippines after Hurricane Haiyan Total project value $56K
The Hills Kellyville Rotary used a $40K GG to supply ophthalmology equipment in the Jaffna hospital in Sri Lanka 135 patients were operated on using the equipment in its first month of operation Total project value $110K
GIVING TO CHARITY
How many of you give
to a Charity
Please give to
our Charity
In 2014-15 The Rotary Foundation put 914 of the funds into Rotary Programs - 2 administration 6 promotion The Rotary Foundation has a had four star rating with
the Charity Navigator ndash for eight consecutive years2016 Outstanding Foundation (Association of Fundraising Professionals)
THE ROTARY FOUNDATION ndash THE CLUB CHAIR ROLEbull Encourage Club project chairs to apply for Foundation
Grants and help members be involved in those projectsbull Be knowledgeable about the Grants process and options
available ndash advise the clubbull Promote the Foundationrsquos work frequently at Club meetingsbull Arrange an inspirational Foundation focused program 4
times per year bull Set goals and encourage all members to be a Centurion
Assist the club treasurer in managing the receiptsbull Promote membership of the Paul Harris Society and the
Bequest Society Inspire your fellow members to give personally to OUR Foundation
THE ROTARY FOUNDATION ndash THE CLUB CHAIR ROLE
bull Setting Goals
bull Number of Centurion membersbull Club contribution to Annual Fundbull Club contribution to Poliobull Paul Harris Society memberbull District Grantbull Global Grant
CLUB FOUNDATION CHAIR MANUAL
bull Your reference for the yearbull Information on applying for grants ndash with links where
appropriatebull P 6-7 District Grant requirements and Interim Final
report form The Final report must be completed before second half of DG is paid to Club
bull P 8 Global Grant advice ndash an on-line processbull P 11Club Memorandum of Understanding ndash this must
be completed before any grant can be applied forbull P 12 District Grant Application form
CLUB QUALIFICATION
For a Rotary Club to be qualified to access Foundation District and Global Grants it must meet the following criteriabull Attendance at the Foundation Seminar for updating
training of club foundation Chair or a delegatebull Completion of the Memorandum of Understanding
document included in the foundation Chair Manualbull Entering of club giving goals on line Instructions are in
the Club Foundation Chair ManualClub Foundation Chair Manuals are available today
GOAL SETTING
bull Giving goals Essential requirement of Club Qualification bull Log onto My Rotary ndash Club Presidents Foundation Chairs
have access to Club Foundation reports and can enter goalsbull Use the Manage tab Rotary Club Central Foundation
Giving Goals and Progress ndash p 10 CFCM
bull For Reports Log on to My Rotary Select the Foundation Tab then drop down on the right to Foundation Reports Various available - you will find Contribution and Recognition Reports
MY ROTARY WEBSITE
bull For Reports Log on to My Rotary Select the Foundation Tab then drop down on the right to Foundation Reports Various available - you will find Contribution and Recognition Reports
bull Reports includendash Benefactor Reportndash Club Recognition Summaryndash Club Foundation Banner Reportndash Major Donor Arch Klumph Society Bequest Societyndash Club Fundraising Analysisndash Paul Harris Society Report
bull Help available from TRF ndash Mark Anderson
FOUNDATION CALENDAR
bull Closing date for district Grant applications ndash 30th June 2018
bull World Polio Day ndash October 24th 2018bull Foundation Month ndash November 2018bull Rotaryrsquos 114th birthday ndash February 23rd 2019bull Closing date for Global Grant Scholar applications ndash
March 31 2019bull District Assembly for 2019-2020 ndash Aprilbull Closing date for Peace Fellowship applications ndash 31 May
2018 and 2019
FOUNDATION DINNER - 2018
bull Waterview Function Centre ndashCentennial Park Homebush
bull 26th November 2018
bull Speaker ndash IPRIP Ian Riseley
bull Recognition of Paul Harris Society and Major Donors milestones
DISTRICT TEAM- THE ROTARY FOUNDATION
bull Chair PDG David Randsbull ARRFC PDG Tony Castleybull Scholarships PDG Pam Pritchardbull End Polio PDG Bob Aitken Bruce Nichollsbull Grants David Deanbull Foundation Alumni Lindsay Maybull PHSMajor Donors PDG David Cookbull Centurions Gavin Ralstonbull Endowment Fund PDG Monica Savillebull AuditReview Chair Tony Durbin
ZONE REPRESENTATIVES - THE ROTARY FOUNDATIONbull Beaches Peter Kindredbull Blue Mountains PDG Jennifer Scottbull Central Coast David Rivettbull City North Neil Howiebull Hawkesbury Bob Kaye-Smithbull Lower Central Coast Ross Pearsebull Nepean PDG David Cookbull North Shore PDG Pam Pritchardbull Northwestern Haran Ramachandranbull Riverside PDG Monica Savillebull The Hills PDG Barry Philpsbull Upper Central Coast Liz Northbull Upper North Shore PDG John Cameron
Our Foundation ndash The Broader ViewMark Anderson
Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Who we are What we do
Our Structure
ndash Directors (17 x 2 year terms)
ndash Trustees (15 x 4 year terms)
34 ZonesRRFC ndash Regional
Rotary Foundation Coordinator
EMGA ndashEndowment and
Major Gift Advisor
ARRFC ndashAssistant
Regional Rotary Foundation
Coordinators
540 Districts DRFC ndash District Rotary Foundation Chair
35000 Clubs Foundation Director
The Government of Rotary
RISPPO Serving 64000
Rotarians
Rotary International - Offices
PDG Bruce AllenRegional Head
Grace RamirezRegional Financial Controller
Sally FutoFinance
CoordinatorANZ
Melissa AsanzaFinance
CoordinatorTRF
Ros ONGFinance
CoordinatorPhilippines
Andrew BestClub amp District Support
Barbara MifsudCDS Coordinator
Mary Jane Desmond
CDS Correspondent
PDG Bruce AllenManager TRF
PP Mark AndersonTRF Fund
Development
KrissyAure-Canson
TRF Administration
Juliet Timmerm
anAdministratio
n
Finance Club amp District Support The Rotary Foundation Administration
PP Rob ByrnesTRF Fund
Development
Rotary International South Pacific and Philippines Office (RISPPO)
Total staff worldwide to support Rotarians - 704
The Rotary Foundation Staff at Parramatta
Rotary International Office ndash The Rotary Foundation
bull Donor acquisition and supportbull Paul Harris Fellow Administrationbull Paul Harris Society Administrationbull Major Donor Administration bull Bequest Society Administrationbull Grant advise and supportbull The Australian Rotary Foundation Trust (TARFT)bull Support and information for RRFC EMGA amp DRFC
Fund DevelopmentDeliverables
Develop and maintain a portfolio of key Major andPlanned Giving Prospects with a capacity to make giftsof US$25000 or more
Major Donor
Bequest Society
To prepare and coordinate the presentationof major gift proposals to prospective donors
To average 50 contacts (face to face telephonemajor gift proposals) per month withmajor gift prospects
To assist in the design and implementation of aFundraising plan that enhances
Every Rotarian Every Year
Paul Harris Society
Major Donor upgradesOutright Major Donors
Bequest Society
To assist in planning preparation of Fund Development Activities
bull Needs for Donor cultivationsolicitation tripsbull Rotary Events
bull Support Materials
To actively promote and monitor thePaul Harris Society
In cooperation with each DRFC ensure all Districts have an active PHS Chair
To develop and administer appropriatecultivation stewardship events as neededWork with RRFC EMGA
To provide timely and reliable information
bull Accurate statistical informationbull Adequate audiovisualsbull Appropriate literature
Ensure appropriate materials are requisitionedin advance and stored properly
To focus support on Rotary senior leadership
To support and train volunteer committeeson fund development
To incorporate into all assigned duties a strongthorough and ongoing knowledge of theorganisation including
TechnicalProgramsProcedural functions with TRF amp RI
To maintain effective contact within thephilanthropic community at large and beaware of trends and developments with theirpotential effect on our fundraising activitiesincluding legal and governmental policies
To support the activities and administration of The Australian Rotary Foundation Trust (TARFT) and to act as the secretariat for the board
The Boardbull PDG Lou Johnson ndash Chairman (TAS)bull PDG Joanne Schilling ndash Deputy Chair (NT)bull PDG Monica Saville ndash Treasurer (NSW)bull PDG Tony Castley (NSW)bull PDG John Barnes (VIC)bull PDG Ron Geary (WA)bull PDG Eric Wood (QLD)bull Ian Salmon (NSW)bull Phillip Archer (VIC)bull PDG Bruce Allen - Secretary
Fundraising
Rotary Club
raises money
Rotary club donates
money to another charity
Other charity builds
reputation
Other charity comes back
to Rotary Club for more
money
The cycle of fundraising and giving
hellipto do good in the world
Rotary Club raises Money
Rotary Club contributes to TRF
Rotary club applies for a Grant
The Grant provides funding for local or
international projects
Reputation of the Rotary Club
grows
Lets grow our reputation
Charities in Australia and New Zealand
have a combined total income of nearly$125b annually
Our Charity
Do you give personally to one of these Why not give to our own charity
Rotary International only has one official charity
Most Australians amp Kiwirsquos give to a Charity
On average they give to at least three charities per year
The average Australian gave $318 to Charity last year Source NAB
Only 23 of Rotarians gave to our Charity ndash The Rotary Foundation
Giving is tax deductible through The Australian Rotary Foundation Trust or Guardian Trust in New Zealand
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
1720870
4230 4060
2770
1635
59905190
AUSTRALIA NEW ZEALAND PHILIPPINES INDONESIA
Percentage of Rotarians contributing by Country Group
15-16 16-17
The Rotary Foundation How efficient is The Rotary Foundation
Total Expenditure2016-17
US$271m
168 Administration Cost
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
$3500000
$4000000
$4500000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Club
Club
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Individual
Individual
Contribution Trends - Australia
$-
$100000
$200000
$300000
$400000
$500000
$600000
$700000
$800000
$900000
$1000000
FY2013 FY2014 FY2015 FY2016 FY2017
Club
Club
$-
$50000
$100000
$150000
$200000
$250000
$300000
$350000
$400000
FY2013 FY2014 FY2015 FY2016 FY2017
Individual
Individual
Contribution Trends ndash New Zealand
Reports
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
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10
7
9
4
6
1
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17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
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GIVING TO CHARITY
How many of you give
to a Charity
Please give to
our Charity
In 2014-15 The Rotary Foundation put 914 of the funds into Rotary Programs - 2 administration 6 promotion The Rotary Foundation has a had four star rating with
the Charity Navigator ndash for eight consecutive years2016 Outstanding Foundation (Association of Fundraising Professionals)
THE ROTARY FOUNDATION ndash THE CLUB CHAIR ROLEbull Encourage Club project chairs to apply for Foundation
Grants and help members be involved in those projectsbull Be knowledgeable about the Grants process and options
available ndash advise the clubbull Promote the Foundationrsquos work frequently at Club meetingsbull Arrange an inspirational Foundation focused program 4
times per year bull Set goals and encourage all members to be a Centurion
Assist the club treasurer in managing the receiptsbull Promote membership of the Paul Harris Society and the
Bequest Society Inspire your fellow members to give personally to OUR Foundation
THE ROTARY FOUNDATION ndash THE CLUB CHAIR ROLE
bull Setting Goals
bull Number of Centurion membersbull Club contribution to Annual Fundbull Club contribution to Poliobull Paul Harris Society memberbull District Grantbull Global Grant
CLUB FOUNDATION CHAIR MANUAL
bull Your reference for the yearbull Information on applying for grants ndash with links where
appropriatebull P 6-7 District Grant requirements and Interim Final
report form The Final report must be completed before second half of DG is paid to Club
bull P 8 Global Grant advice ndash an on-line processbull P 11Club Memorandum of Understanding ndash this must
be completed before any grant can be applied forbull P 12 District Grant Application form
CLUB QUALIFICATION
For a Rotary Club to be qualified to access Foundation District and Global Grants it must meet the following criteriabull Attendance at the Foundation Seminar for updating
training of club foundation Chair or a delegatebull Completion of the Memorandum of Understanding
document included in the foundation Chair Manualbull Entering of club giving goals on line Instructions are in
the Club Foundation Chair ManualClub Foundation Chair Manuals are available today
GOAL SETTING
bull Giving goals Essential requirement of Club Qualification bull Log onto My Rotary ndash Club Presidents Foundation Chairs
have access to Club Foundation reports and can enter goalsbull Use the Manage tab Rotary Club Central Foundation
Giving Goals and Progress ndash p 10 CFCM
bull For Reports Log on to My Rotary Select the Foundation Tab then drop down on the right to Foundation Reports Various available - you will find Contribution and Recognition Reports
MY ROTARY WEBSITE
bull For Reports Log on to My Rotary Select the Foundation Tab then drop down on the right to Foundation Reports Various available - you will find Contribution and Recognition Reports
bull Reports includendash Benefactor Reportndash Club Recognition Summaryndash Club Foundation Banner Reportndash Major Donor Arch Klumph Society Bequest Societyndash Club Fundraising Analysisndash Paul Harris Society Report
bull Help available from TRF ndash Mark Anderson
FOUNDATION CALENDAR
bull Closing date for district Grant applications ndash 30th June 2018
bull World Polio Day ndash October 24th 2018bull Foundation Month ndash November 2018bull Rotaryrsquos 114th birthday ndash February 23rd 2019bull Closing date for Global Grant Scholar applications ndash
March 31 2019bull District Assembly for 2019-2020 ndash Aprilbull Closing date for Peace Fellowship applications ndash 31 May
2018 and 2019
FOUNDATION DINNER - 2018
bull Waterview Function Centre ndashCentennial Park Homebush
bull 26th November 2018
bull Speaker ndash IPRIP Ian Riseley
bull Recognition of Paul Harris Society and Major Donors milestones
DISTRICT TEAM- THE ROTARY FOUNDATION
bull Chair PDG David Randsbull ARRFC PDG Tony Castleybull Scholarships PDG Pam Pritchardbull End Polio PDG Bob Aitken Bruce Nichollsbull Grants David Deanbull Foundation Alumni Lindsay Maybull PHSMajor Donors PDG David Cookbull Centurions Gavin Ralstonbull Endowment Fund PDG Monica Savillebull AuditReview Chair Tony Durbin
ZONE REPRESENTATIVES - THE ROTARY FOUNDATIONbull Beaches Peter Kindredbull Blue Mountains PDG Jennifer Scottbull Central Coast David Rivettbull City North Neil Howiebull Hawkesbury Bob Kaye-Smithbull Lower Central Coast Ross Pearsebull Nepean PDG David Cookbull North Shore PDG Pam Pritchardbull Northwestern Haran Ramachandranbull Riverside PDG Monica Savillebull The Hills PDG Barry Philpsbull Upper Central Coast Liz Northbull Upper North Shore PDG John Cameron
Our Foundation ndash The Broader ViewMark Anderson
Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Who we are What we do
Our Structure
ndash Directors (17 x 2 year terms)
ndash Trustees (15 x 4 year terms)
34 ZonesRRFC ndash Regional
Rotary Foundation Coordinator
EMGA ndashEndowment and
Major Gift Advisor
ARRFC ndashAssistant
Regional Rotary Foundation
Coordinators
540 Districts DRFC ndash District Rotary Foundation Chair
35000 Clubs Foundation Director
The Government of Rotary
RISPPO Serving 64000
Rotarians
Rotary International - Offices
PDG Bruce AllenRegional Head
Grace RamirezRegional Financial Controller
Sally FutoFinance
CoordinatorANZ
Melissa AsanzaFinance
CoordinatorTRF
Ros ONGFinance
CoordinatorPhilippines
Andrew BestClub amp District Support
Barbara MifsudCDS Coordinator
Mary Jane Desmond
CDS Correspondent
PDG Bruce AllenManager TRF
PP Mark AndersonTRF Fund
Development
KrissyAure-Canson
TRF Administration
Juliet Timmerm
anAdministratio
n
Finance Club amp District Support The Rotary Foundation Administration
PP Rob ByrnesTRF Fund
Development
Rotary International South Pacific and Philippines Office (RISPPO)
Total staff worldwide to support Rotarians - 704
The Rotary Foundation Staff at Parramatta
Rotary International Office ndash The Rotary Foundation
bull Donor acquisition and supportbull Paul Harris Fellow Administrationbull Paul Harris Society Administrationbull Major Donor Administration bull Bequest Society Administrationbull Grant advise and supportbull The Australian Rotary Foundation Trust (TARFT)bull Support and information for RRFC EMGA amp DRFC
Fund DevelopmentDeliverables
Develop and maintain a portfolio of key Major andPlanned Giving Prospects with a capacity to make giftsof US$25000 or more
Major Donor
Bequest Society
To prepare and coordinate the presentationof major gift proposals to prospective donors
To average 50 contacts (face to face telephonemajor gift proposals) per month withmajor gift prospects
To assist in the design and implementation of aFundraising plan that enhances
Every Rotarian Every Year
Paul Harris Society
Major Donor upgradesOutright Major Donors
Bequest Society
To assist in planning preparation of Fund Development Activities
bull Needs for Donor cultivationsolicitation tripsbull Rotary Events
bull Support Materials
To actively promote and monitor thePaul Harris Society
In cooperation with each DRFC ensure all Districts have an active PHS Chair
To develop and administer appropriatecultivation stewardship events as neededWork with RRFC EMGA
To provide timely and reliable information
bull Accurate statistical informationbull Adequate audiovisualsbull Appropriate literature
Ensure appropriate materials are requisitionedin advance and stored properly
To focus support on Rotary senior leadership
To support and train volunteer committeeson fund development
To incorporate into all assigned duties a strongthorough and ongoing knowledge of theorganisation including
TechnicalProgramsProcedural functions with TRF amp RI
To maintain effective contact within thephilanthropic community at large and beaware of trends and developments with theirpotential effect on our fundraising activitiesincluding legal and governmental policies
To support the activities and administration of The Australian Rotary Foundation Trust (TARFT) and to act as the secretariat for the board
The Boardbull PDG Lou Johnson ndash Chairman (TAS)bull PDG Joanne Schilling ndash Deputy Chair (NT)bull PDG Monica Saville ndash Treasurer (NSW)bull PDG Tony Castley (NSW)bull PDG John Barnes (VIC)bull PDG Ron Geary (WA)bull PDG Eric Wood (QLD)bull Ian Salmon (NSW)bull Phillip Archer (VIC)bull PDG Bruce Allen - Secretary
Fundraising
Rotary Club
raises money
Rotary club donates
money to another charity
Other charity builds
reputation
Other charity comes back
to Rotary Club for more
money
The cycle of fundraising and giving
hellipto do good in the world
Rotary Club raises Money
Rotary Club contributes to TRF
Rotary club applies for a Grant
The Grant provides funding for local or
international projects
Reputation of the Rotary Club
grows
Lets grow our reputation
Charities in Australia and New Zealand
have a combined total income of nearly$125b annually
Our Charity
Do you give personally to one of these Why not give to our own charity
Rotary International only has one official charity
Most Australians amp Kiwirsquos give to a Charity
On average they give to at least three charities per year
The average Australian gave $318 to Charity last year Source NAB
Only 23 of Rotarians gave to our Charity ndash The Rotary Foundation
Giving is tax deductible through The Australian Rotary Foundation Trust or Guardian Trust in New Zealand
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
1720870
4230 4060
2770
1635
59905190
AUSTRALIA NEW ZEALAND PHILIPPINES INDONESIA
Percentage of Rotarians contributing by Country Group
15-16 16-17
The Rotary Foundation How efficient is The Rotary Foundation
Total Expenditure2016-17
US$271m
168 Administration Cost
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
$3500000
$4000000
$4500000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Club
Club
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Individual
Individual
Contribution Trends - Australia
$-
$100000
$200000
$300000
$400000
$500000
$600000
$700000
$800000
$900000
$1000000
FY2013 FY2014 FY2015 FY2016 FY2017
Club
Club
$-
$50000
$100000
$150000
$200000
$250000
$300000
$350000
$400000
FY2013 FY2014 FY2015 FY2016 FY2017
Individual
Individual
Contribution Trends ndash New Zealand
Reports
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
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Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
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Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
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D9800
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Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
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D9600
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D9600
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D9630
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D9640
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THE ROTARY FOUNDATION ndash THE CLUB CHAIR ROLEbull Encourage Club project chairs to apply for Foundation
Grants and help members be involved in those projectsbull Be knowledgeable about the Grants process and options
available ndash advise the clubbull Promote the Foundationrsquos work frequently at Club meetingsbull Arrange an inspirational Foundation focused program 4
times per year bull Set goals and encourage all members to be a Centurion
Assist the club treasurer in managing the receiptsbull Promote membership of the Paul Harris Society and the
Bequest Society Inspire your fellow members to give personally to OUR Foundation
THE ROTARY FOUNDATION ndash THE CLUB CHAIR ROLE
bull Setting Goals
bull Number of Centurion membersbull Club contribution to Annual Fundbull Club contribution to Poliobull Paul Harris Society memberbull District Grantbull Global Grant
CLUB FOUNDATION CHAIR MANUAL
bull Your reference for the yearbull Information on applying for grants ndash with links where
appropriatebull P 6-7 District Grant requirements and Interim Final
report form The Final report must be completed before second half of DG is paid to Club
bull P 8 Global Grant advice ndash an on-line processbull P 11Club Memorandum of Understanding ndash this must
be completed before any grant can be applied forbull P 12 District Grant Application form
CLUB QUALIFICATION
For a Rotary Club to be qualified to access Foundation District and Global Grants it must meet the following criteriabull Attendance at the Foundation Seminar for updating
training of club foundation Chair or a delegatebull Completion of the Memorandum of Understanding
document included in the foundation Chair Manualbull Entering of club giving goals on line Instructions are in
the Club Foundation Chair ManualClub Foundation Chair Manuals are available today
GOAL SETTING
bull Giving goals Essential requirement of Club Qualification bull Log onto My Rotary ndash Club Presidents Foundation Chairs
have access to Club Foundation reports and can enter goalsbull Use the Manage tab Rotary Club Central Foundation
Giving Goals and Progress ndash p 10 CFCM
bull For Reports Log on to My Rotary Select the Foundation Tab then drop down on the right to Foundation Reports Various available - you will find Contribution and Recognition Reports
MY ROTARY WEBSITE
bull For Reports Log on to My Rotary Select the Foundation Tab then drop down on the right to Foundation Reports Various available - you will find Contribution and Recognition Reports
bull Reports includendash Benefactor Reportndash Club Recognition Summaryndash Club Foundation Banner Reportndash Major Donor Arch Klumph Society Bequest Societyndash Club Fundraising Analysisndash Paul Harris Society Report
bull Help available from TRF ndash Mark Anderson
FOUNDATION CALENDAR
bull Closing date for district Grant applications ndash 30th June 2018
bull World Polio Day ndash October 24th 2018bull Foundation Month ndash November 2018bull Rotaryrsquos 114th birthday ndash February 23rd 2019bull Closing date for Global Grant Scholar applications ndash
March 31 2019bull District Assembly for 2019-2020 ndash Aprilbull Closing date for Peace Fellowship applications ndash 31 May
2018 and 2019
FOUNDATION DINNER - 2018
bull Waterview Function Centre ndashCentennial Park Homebush
bull 26th November 2018
bull Speaker ndash IPRIP Ian Riseley
bull Recognition of Paul Harris Society and Major Donors milestones
DISTRICT TEAM- THE ROTARY FOUNDATION
bull Chair PDG David Randsbull ARRFC PDG Tony Castleybull Scholarships PDG Pam Pritchardbull End Polio PDG Bob Aitken Bruce Nichollsbull Grants David Deanbull Foundation Alumni Lindsay Maybull PHSMajor Donors PDG David Cookbull Centurions Gavin Ralstonbull Endowment Fund PDG Monica Savillebull AuditReview Chair Tony Durbin
ZONE REPRESENTATIVES - THE ROTARY FOUNDATIONbull Beaches Peter Kindredbull Blue Mountains PDG Jennifer Scottbull Central Coast David Rivettbull City North Neil Howiebull Hawkesbury Bob Kaye-Smithbull Lower Central Coast Ross Pearsebull Nepean PDG David Cookbull North Shore PDG Pam Pritchardbull Northwestern Haran Ramachandranbull Riverside PDG Monica Savillebull The Hills PDG Barry Philpsbull Upper Central Coast Liz Northbull Upper North Shore PDG John Cameron
Our Foundation ndash The Broader ViewMark Anderson
Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Who we are What we do
Our Structure
ndash Directors (17 x 2 year terms)
ndash Trustees (15 x 4 year terms)
34 ZonesRRFC ndash Regional
Rotary Foundation Coordinator
EMGA ndashEndowment and
Major Gift Advisor
ARRFC ndashAssistant
Regional Rotary Foundation
Coordinators
540 Districts DRFC ndash District Rotary Foundation Chair
35000 Clubs Foundation Director
The Government of Rotary
RISPPO Serving 64000
Rotarians
Rotary International - Offices
PDG Bruce AllenRegional Head
Grace RamirezRegional Financial Controller
Sally FutoFinance
CoordinatorANZ
Melissa AsanzaFinance
CoordinatorTRF
Ros ONGFinance
CoordinatorPhilippines
Andrew BestClub amp District Support
Barbara MifsudCDS Coordinator
Mary Jane Desmond
CDS Correspondent
PDG Bruce AllenManager TRF
PP Mark AndersonTRF Fund
Development
KrissyAure-Canson
TRF Administration
Juliet Timmerm
anAdministratio
n
Finance Club amp District Support The Rotary Foundation Administration
PP Rob ByrnesTRF Fund
Development
Rotary International South Pacific and Philippines Office (RISPPO)
Total staff worldwide to support Rotarians - 704
The Rotary Foundation Staff at Parramatta
Rotary International Office ndash The Rotary Foundation
bull Donor acquisition and supportbull Paul Harris Fellow Administrationbull Paul Harris Society Administrationbull Major Donor Administration bull Bequest Society Administrationbull Grant advise and supportbull The Australian Rotary Foundation Trust (TARFT)bull Support and information for RRFC EMGA amp DRFC
Fund DevelopmentDeliverables
Develop and maintain a portfolio of key Major andPlanned Giving Prospects with a capacity to make giftsof US$25000 or more
Major Donor
Bequest Society
To prepare and coordinate the presentationof major gift proposals to prospective donors
To average 50 contacts (face to face telephonemajor gift proposals) per month withmajor gift prospects
To assist in the design and implementation of aFundraising plan that enhances
Every Rotarian Every Year
Paul Harris Society
Major Donor upgradesOutright Major Donors
Bequest Society
To assist in planning preparation of Fund Development Activities
bull Needs for Donor cultivationsolicitation tripsbull Rotary Events
bull Support Materials
To actively promote and monitor thePaul Harris Society
In cooperation with each DRFC ensure all Districts have an active PHS Chair
To develop and administer appropriatecultivation stewardship events as neededWork with RRFC EMGA
To provide timely and reliable information
bull Accurate statistical informationbull Adequate audiovisualsbull Appropriate literature
Ensure appropriate materials are requisitionedin advance and stored properly
To focus support on Rotary senior leadership
To support and train volunteer committeeson fund development
To incorporate into all assigned duties a strongthorough and ongoing knowledge of theorganisation including
TechnicalProgramsProcedural functions with TRF amp RI
To maintain effective contact within thephilanthropic community at large and beaware of trends and developments with theirpotential effect on our fundraising activitiesincluding legal and governmental policies
To support the activities and administration of The Australian Rotary Foundation Trust (TARFT) and to act as the secretariat for the board
The Boardbull PDG Lou Johnson ndash Chairman (TAS)bull PDG Joanne Schilling ndash Deputy Chair (NT)bull PDG Monica Saville ndash Treasurer (NSW)bull PDG Tony Castley (NSW)bull PDG John Barnes (VIC)bull PDG Ron Geary (WA)bull PDG Eric Wood (QLD)bull Ian Salmon (NSW)bull Phillip Archer (VIC)bull PDG Bruce Allen - Secretary
Fundraising
Rotary Club
raises money
Rotary club donates
money to another charity
Other charity builds
reputation
Other charity comes back
to Rotary Club for more
money
The cycle of fundraising and giving
hellipto do good in the world
Rotary Club raises Money
Rotary Club contributes to TRF
Rotary club applies for a Grant
The Grant provides funding for local or
international projects
Reputation of the Rotary Club
grows
Lets grow our reputation
Charities in Australia and New Zealand
have a combined total income of nearly$125b annually
Our Charity
Do you give personally to one of these Why not give to our own charity
Rotary International only has one official charity
Most Australians amp Kiwirsquos give to a Charity
On average they give to at least three charities per year
The average Australian gave $318 to Charity last year Source NAB
Only 23 of Rotarians gave to our Charity ndash The Rotary Foundation
Giving is tax deductible through The Australian Rotary Foundation Trust or Guardian Trust in New Zealand
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
1720870
4230 4060
2770
1635
59905190
AUSTRALIA NEW ZEALAND PHILIPPINES INDONESIA
Percentage of Rotarians contributing by Country Group
15-16 16-17
The Rotary Foundation How efficient is The Rotary Foundation
Total Expenditure2016-17
US$271m
168 Administration Cost
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
$3500000
$4000000
$4500000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Club
Club
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Individual
Individual
Contribution Trends - Australia
$-
$100000
$200000
$300000
$400000
$500000
$600000
$700000
$800000
$900000
$1000000
FY2013 FY2014 FY2015 FY2016 FY2017
Club
Club
$-
$50000
$100000
$150000
$200000
$250000
$300000
$350000
$400000
FY2013 FY2014 FY2015 FY2016 FY2017
Individual
Individual
Contribution Trends ndash New Zealand
Reports
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
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Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
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D9465
D9465
D9500
D9500
D9500
D9500
D9520
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D9550
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D9570
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D9600
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D9600
D9630
D9630
D9630
D9630
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D9640
D9640
D9640
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D9670
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D9830
THE ROTARY FOUNDATION ndash THE CLUB CHAIR ROLE
bull Setting Goals
bull Number of Centurion membersbull Club contribution to Annual Fundbull Club contribution to Poliobull Paul Harris Society memberbull District Grantbull Global Grant
CLUB FOUNDATION CHAIR MANUAL
bull Your reference for the yearbull Information on applying for grants ndash with links where
appropriatebull P 6-7 District Grant requirements and Interim Final
report form The Final report must be completed before second half of DG is paid to Club
bull P 8 Global Grant advice ndash an on-line processbull P 11Club Memorandum of Understanding ndash this must
be completed before any grant can be applied forbull P 12 District Grant Application form
CLUB QUALIFICATION
For a Rotary Club to be qualified to access Foundation District and Global Grants it must meet the following criteriabull Attendance at the Foundation Seminar for updating
training of club foundation Chair or a delegatebull Completion of the Memorandum of Understanding
document included in the foundation Chair Manualbull Entering of club giving goals on line Instructions are in
the Club Foundation Chair ManualClub Foundation Chair Manuals are available today
GOAL SETTING
bull Giving goals Essential requirement of Club Qualification bull Log onto My Rotary ndash Club Presidents Foundation Chairs
have access to Club Foundation reports and can enter goalsbull Use the Manage tab Rotary Club Central Foundation
Giving Goals and Progress ndash p 10 CFCM
bull For Reports Log on to My Rotary Select the Foundation Tab then drop down on the right to Foundation Reports Various available - you will find Contribution and Recognition Reports
MY ROTARY WEBSITE
bull For Reports Log on to My Rotary Select the Foundation Tab then drop down on the right to Foundation Reports Various available - you will find Contribution and Recognition Reports
bull Reports includendash Benefactor Reportndash Club Recognition Summaryndash Club Foundation Banner Reportndash Major Donor Arch Klumph Society Bequest Societyndash Club Fundraising Analysisndash Paul Harris Society Report
bull Help available from TRF ndash Mark Anderson
FOUNDATION CALENDAR
bull Closing date for district Grant applications ndash 30th June 2018
bull World Polio Day ndash October 24th 2018bull Foundation Month ndash November 2018bull Rotaryrsquos 114th birthday ndash February 23rd 2019bull Closing date for Global Grant Scholar applications ndash
March 31 2019bull District Assembly for 2019-2020 ndash Aprilbull Closing date for Peace Fellowship applications ndash 31 May
2018 and 2019
FOUNDATION DINNER - 2018
bull Waterview Function Centre ndashCentennial Park Homebush
bull 26th November 2018
bull Speaker ndash IPRIP Ian Riseley
bull Recognition of Paul Harris Society and Major Donors milestones
DISTRICT TEAM- THE ROTARY FOUNDATION
bull Chair PDG David Randsbull ARRFC PDG Tony Castleybull Scholarships PDG Pam Pritchardbull End Polio PDG Bob Aitken Bruce Nichollsbull Grants David Deanbull Foundation Alumni Lindsay Maybull PHSMajor Donors PDG David Cookbull Centurions Gavin Ralstonbull Endowment Fund PDG Monica Savillebull AuditReview Chair Tony Durbin
ZONE REPRESENTATIVES - THE ROTARY FOUNDATIONbull Beaches Peter Kindredbull Blue Mountains PDG Jennifer Scottbull Central Coast David Rivettbull City North Neil Howiebull Hawkesbury Bob Kaye-Smithbull Lower Central Coast Ross Pearsebull Nepean PDG David Cookbull North Shore PDG Pam Pritchardbull Northwestern Haran Ramachandranbull Riverside PDG Monica Savillebull The Hills PDG Barry Philpsbull Upper Central Coast Liz Northbull Upper North Shore PDG John Cameron
Our Foundation ndash The Broader ViewMark Anderson
Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Who we are What we do
Our Structure
ndash Directors (17 x 2 year terms)
ndash Trustees (15 x 4 year terms)
34 ZonesRRFC ndash Regional
Rotary Foundation Coordinator
EMGA ndashEndowment and
Major Gift Advisor
ARRFC ndashAssistant
Regional Rotary Foundation
Coordinators
540 Districts DRFC ndash District Rotary Foundation Chair
35000 Clubs Foundation Director
The Government of Rotary
RISPPO Serving 64000
Rotarians
Rotary International - Offices
PDG Bruce AllenRegional Head
Grace RamirezRegional Financial Controller
Sally FutoFinance
CoordinatorANZ
Melissa AsanzaFinance
CoordinatorTRF
Ros ONGFinance
CoordinatorPhilippines
Andrew BestClub amp District Support
Barbara MifsudCDS Coordinator
Mary Jane Desmond
CDS Correspondent
PDG Bruce AllenManager TRF
PP Mark AndersonTRF Fund
Development
KrissyAure-Canson
TRF Administration
Juliet Timmerm
anAdministratio
n
Finance Club amp District Support The Rotary Foundation Administration
PP Rob ByrnesTRF Fund
Development
Rotary International South Pacific and Philippines Office (RISPPO)
Total staff worldwide to support Rotarians - 704
The Rotary Foundation Staff at Parramatta
Rotary International Office ndash The Rotary Foundation
bull Donor acquisition and supportbull Paul Harris Fellow Administrationbull Paul Harris Society Administrationbull Major Donor Administration bull Bequest Society Administrationbull Grant advise and supportbull The Australian Rotary Foundation Trust (TARFT)bull Support and information for RRFC EMGA amp DRFC
Fund DevelopmentDeliverables
Develop and maintain a portfolio of key Major andPlanned Giving Prospects with a capacity to make giftsof US$25000 or more
Major Donor
Bequest Society
To prepare and coordinate the presentationof major gift proposals to prospective donors
To average 50 contacts (face to face telephonemajor gift proposals) per month withmajor gift prospects
To assist in the design and implementation of aFundraising plan that enhances
Every Rotarian Every Year
Paul Harris Society
Major Donor upgradesOutright Major Donors
Bequest Society
To assist in planning preparation of Fund Development Activities
bull Needs for Donor cultivationsolicitation tripsbull Rotary Events
bull Support Materials
To actively promote and monitor thePaul Harris Society
In cooperation with each DRFC ensure all Districts have an active PHS Chair
To develop and administer appropriatecultivation stewardship events as neededWork with RRFC EMGA
To provide timely and reliable information
bull Accurate statistical informationbull Adequate audiovisualsbull Appropriate literature
Ensure appropriate materials are requisitionedin advance and stored properly
To focus support on Rotary senior leadership
To support and train volunteer committeeson fund development
To incorporate into all assigned duties a strongthorough and ongoing knowledge of theorganisation including
TechnicalProgramsProcedural functions with TRF amp RI
To maintain effective contact within thephilanthropic community at large and beaware of trends and developments with theirpotential effect on our fundraising activitiesincluding legal and governmental policies
To support the activities and administration of The Australian Rotary Foundation Trust (TARFT) and to act as the secretariat for the board
The Boardbull PDG Lou Johnson ndash Chairman (TAS)bull PDG Joanne Schilling ndash Deputy Chair (NT)bull PDG Monica Saville ndash Treasurer (NSW)bull PDG Tony Castley (NSW)bull PDG John Barnes (VIC)bull PDG Ron Geary (WA)bull PDG Eric Wood (QLD)bull Ian Salmon (NSW)bull Phillip Archer (VIC)bull PDG Bruce Allen - Secretary
Fundraising
Rotary Club
raises money
Rotary club donates
money to another charity
Other charity builds
reputation
Other charity comes back
to Rotary Club for more
money
The cycle of fundraising and giving
hellipto do good in the world
Rotary Club raises Money
Rotary Club contributes to TRF
Rotary club applies for a Grant
The Grant provides funding for local or
international projects
Reputation of the Rotary Club
grows
Lets grow our reputation
Charities in Australia and New Zealand
have a combined total income of nearly$125b annually
Our Charity
Do you give personally to one of these Why not give to our own charity
Rotary International only has one official charity
Most Australians amp Kiwirsquos give to a Charity
On average they give to at least three charities per year
The average Australian gave $318 to Charity last year Source NAB
Only 23 of Rotarians gave to our Charity ndash The Rotary Foundation
Giving is tax deductible through The Australian Rotary Foundation Trust or Guardian Trust in New Zealand
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
1720870
4230 4060
2770
1635
59905190
AUSTRALIA NEW ZEALAND PHILIPPINES INDONESIA
Percentage of Rotarians contributing by Country Group
15-16 16-17
The Rotary Foundation How efficient is The Rotary Foundation
Total Expenditure2016-17
US$271m
168 Administration Cost
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
$3500000
$4000000
$4500000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Club
Club
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Individual
Individual
Contribution Trends - Australia
$-
$100000
$200000
$300000
$400000
$500000
$600000
$700000
$800000
$900000
$1000000
FY2013 FY2014 FY2015 FY2016 FY2017
Club
Club
$-
$50000
$100000
$150000
$200000
$250000
$300000
$350000
$400000
FY2013 FY2014 FY2015 FY2016 FY2017
Individual
Individual
Contribution Trends ndash New Zealand
Reports
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
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10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
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D9675
D9685
D9685
D9685
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D9710
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D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
CLUB FOUNDATION CHAIR MANUAL
bull Your reference for the yearbull Information on applying for grants ndash with links where
appropriatebull P 6-7 District Grant requirements and Interim Final
report form The Final report must be completed before second half of DG is paid to Club
bull P 8 Global Grant advice ndash an on-line processbull P 11Club Memorandum of Understanding ndash this must
be completed before any grant can be applied forbull P 12 District Grant Application form
CLUB QUALIFICATION
For a Rotary Club to be qualified to access Foundation District and Global Grants it must meet the following criteriabull Attendance at the Foundation Seminar for updating
training of club foundation Chair or a delegatebull Completion of the Memorandum of Understanding
document included in the foundation Chair Manualbull Entering of club giving goals on line Instructions are in
the Club Foundation Chair ManualClub Foundation Chair Manuals are available today
GOAL SETTING
bull Giving goals Essential requirement of Club Qualification bull Log onto My Rotary ndash Club Presidents Foundation Chairs
have access to Club Foundation reports and can enter goalsbull Use the Manage tab Rotary Club Central Foundation
Giving Goals and Progress ndash p 10 CFCM
bull For Reports Log on to My Rotary Select the Foundation Tab then drop down on the right to Foundation Reports Various available - you will find Contribution and Recognition Reports
MY ROTARY WEBSITE
bull For Reports Log on to My Rotary Select the Foundation Tab then drop down on the right to Foundation Reports Various available - you will find Contribution and Recognition Reports
bull Reports includendash Benefactor Reportndash Club Recognition Summaryndash Club Foundation Banner Reportndash Major Donor Arch Klumph Society Bequest Societyndash Club Fundraising Analysisndash Paul Harris Society Report
bull Help available from TRF ndash Mark Anderson
FOUNDATION CALENDAR
bull Closing date for district Grant applications ndash 30th June 2018
bull World Polio Day ndash October 24th 2018bull Foundation Month ndash November 2018bull Rotaryrsquos 114th birthday ndash February 23rd 2019bull Closing date for Global Grant Scholar applications ndash
March 31 2019bull District Assembly for 2019-2020 ndash Aprilbull Closing date for Peace Fellowship applications ndash 31 May
2018 and 2019
FOUNDATION DINNER - 2018
bull Waterview Function Centre ndashCentennial Park Homebush
bull 26th November 2018
bull Speaker ndash IPRIP Ian Riseley
bull Recognition of Paul Harris Society and Major Donors milestones
DISTRICT TEAM- THE ROTARY FOUNDATION
bull Chair PDG David Randsbull ARRFC PDG Tony Castleybull Scholarships PDG Pam Pritchardbull End Polio PDG Bob Aitken Bruce Nichollsbull Grants David Deanbull Foundation Alumni Lindsay Maybull PHSMajor Donors PDG David Cookbull Centurions Gavin Ralstonbull Endowment Fund PDG Monica Savillebull AuditReview Chair Tony Durbin
ZONE REPRESENTATIVES - THE ROTARY FOUNDATIONbull Beaches Peter Kindredbull Blue Mountains PDG Jennifer Scottbull Central Coast David Rivettbull City North Neil Howiebull Hawkesbury Bob Kaye-Smithbull Lower Central Coast Ross Pearsebull Nepean PDG David Cookbull North Shore PDG Pam Pritchardbull Northwestern Haran Ramachandranbull Riverside PDG Monica Savillebull The Hills PDG Barry Philpsbull Upper Central Coast Liz Northbull Upper North Shore PDG John Cameron
Our Foundation ndash The Broader ViewMark Anderson
Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Who we are What we do
Our Structure
ndash Directors (17 x 2 year terms)
ndash Trustees (15 x 4 year terms)
34 ZonesRRFC ndash Regional
Rotary Foundation Coordinator
EMGA ndashEndowment and
Major Gift Advisor
ARRFC ndashAssistant
Regional Rotary Foundation
Coordinators
540 Districts DRFC ndash District Rotary Foundation Chair
35000 Clubs Foundation Director
The Government of Rotary
RISPPO Serving 64000
Rotarians
Rotary International - Offices
PDG Bruce AllenRegional Head
Grace RamirezRegional Financial Controller
Sally FutoFinance
CoordinatorANZ
Melissa AsanzaFinance
CoordinatorTRF
Ros ONGFinance
CoordinatorPhilippines
Andrew BestClub amp District Support
Barbara MifsudCDS Coordinator
Mary Jane Desmond
CDS Correspondent
PDG Bruce AllenManager TRF
PP Mark AndersonTRF Fund
Development
KrissyAure-Canson
TRF Administration
Juliet Timmerm
anAdministratio
n
Finance Club amp District Support The Rotary Foundation Administration
PP Rob ByrnesTRF Fund
Development
Rotary International South Pacific and Philippines Office (RISPPO)
Total staff worldwide to support Rotarians - 704
The Rotary Foundation Staff at Parramatta
Rotary International Office ndash The Rotary Foundation
bull Donor acquisition and supportbull Paul Harris Fellow Administrationbull Paul Harris Society Administrationbull Major Donor Administration bull Bequest Society Administrationbull Grant advise and supportbull The Australian Rotary Foundation Trust (TARFT)bull Support and information for RRFC EMGA amp DRFC
Fund DevelopmentDeliverables
Develop and maintain a portfolio of key Major andPlanned Giving Prospects with a capacity to make giftsof US$25000 or more
Major Donor
Bequest Society
To prepare and coordinate the presentationof major gift proposals to prospective donors
To average 50 contacts (face to face telephonemajor gift proposals) per month withmajor gift prospects
To assist in the design and implementation of aFundraising plan that enhances
Every Rotarian Every Year
Paul Harris Society
Major Donor upgradesOutright Major Donors
Bequest Society
To assist in planning preparation of Fund Development Activities
bull Needs for Donor cultivationsolicitation tripsbull Rotary Events
bull Support Materials
To actively promote and monitor thePaul Harris Society
In cooperation with each DRFC ensure all Districts have an active PHS Chair
To develop and administer appropriatecultivation stewardship events as neededWork with RRFC EMGA
To provide timely and reliable information
bull Accurate statistical informationbull Adequate audiovisualsbull Appropriate literature
Ensure appropriate materials are requisitionedin advance and stored properly
To focus support on Rotary senior leadership
To support and train volunteer committeeson fund development
To incorporate into all assigned duties a strongthorough and ongoing knowledge of theorganisation including
TechnicalProgramsProcedural functions with TRF amp RI
To maintain effective contact within thephilanthropic community at large and beaware of trends and developments with theirpotential effect on our fundraising activitiesincluding legal and governmental policies
To support the activities and administration of The Australian Rotary Foundation Trust (TARFT) and to act as the secretariat for the board
The Boardbull PDG Lou Johnson ndash Chairman (TAS)bull PDG Joanne Schilling ndash Deputy Chair (NT)bull PDG Monica Saville ndash Treasurer (NSW)bull PDG Tony Castley (NSW)bull PDG John Barnes (VIC)bull PDG Ron Geary (WA)bull PDG Eric Wood (QLD)bull Ian Salmon (NSW)bull Phillip Archer (VIC)bull PDG Bruce Allen - Secretary
Fundraising
Rotary Club
raises money
Rotary club donates
money to another charity
Other charity builds
reputation
Other charity comes back
to Rotary Club for more
money
The cycle of fundraising and giving
hellipto do good in the world
Rotary Club raises Money
Rotary Club contributes to TRF
Rotary club applies for a Grant
The Grant provides funding for local or
international projects
Reputation of the Rotary Club
grows
Lets grow our reputation
Charities in Australia and New Zealand
have a combined total income of nearly$125b annually
Our Charity
Do you give personally to one of these Why not give to our own charity
Rotary International only has one official charity
Most Australians amp Kiwirsquos give to a Charity
On average they give to at least three charities per year
The average Australian gave $318 to Charity last year Source NAB
Only 23 of Rotarians gave to our Charity ndash The Rotary Foundation
Giving is tax deductible through The Australian Rotary Foundation Trust or Guardian Trust in New Zealand
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
1720870
4230 4060
2770
1635
59905190
AUSTRALIA NEW ZEALAND PHILIPPINES INDONESIA
Percentage of Rotarians contributing by Country Group
15-16 16-17
The Rotary Foundation How efficient is The Rotary Foundation
Total Expenditure2016-17
US$271m
168 Administration Cost
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
$3500000
$4000000
$4500000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Club
Club
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Individual
Individual
Contribution Trends - Australia
$-
$100000
$200000
$300000
$400000
$500000
$600000
$700000
$800000
$900000
$1000000
FY2013 FY2014 FY2015 FY2016 FY2017
Club
Club
$-
$50000
$100000
$150000
$200000
$250000
$300000
$350000
$400000
FY2013 FY2014 FY2015 FY2016 FY2017
Individual
Individual
Contribution Trends ndash New Zealand
Reports
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
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D9600
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D9800
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D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
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D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
CLUB QUALIFICATION
For a Rotary Club to be qualified to access Foundation District and Global Grants it must meet the following criteriabull Attendance at the Foundation Seminar for updating
training of club foundation Chair or a delegatebull Completion of the Memorandum of Understanding
document included in the foundation Chair Manualbull Entering of club giving goals on line Instructions are in
the Club Foundation Chair ManualClub Foundation Chair Manuals are available today
GOAL SETTING
bull Giving goals Essential requirement of Club Qualification bull Log onto My Rotary ndash Club Presidents Foundation Chairs
have access to Club Foundation reports and can enter goalsbull Use the Manage tab Rotary Club Central Foundation
Giving Goals and Progress ndash p 10 CFCM
bull For Reports Log on to My Rotary Select the Foundation Tab then drop down on the right to Foundation Reports Various available - you will find Contribution and Recognition Reports
MY ROTARY WEBSITE
bull For Reports Log on to My Rotary Select the Foundation Tab then drop down on the right to Foundation Reports Various available - you will find Contribution and Recognition Reports
bull Reports includendash Benefactor Reportndash Club Recognition Summaryndash Club Foundation Banner Reportndash Major Donor Arch Klumph Society Bequest Societyndash Club Fundraising Analysisndash Paul Harris Society Report
bull Help available from TRF ndash Mark Anderson
FOUNDATION CALENDAR
bull Closing date for district Grant applications ndash 30th June 2018
bull World Polio Day ndash October 24th 2018bull Foundation Month ndash November 2018bull Rotaryrsquos 114th birthday ndash February 23rd 2019bull Closing date for Global Grant Scholar applications ndash
March 31 2019bull District Assembly for 2019-2020 ndash Aprilbull Closing date for Peace Fellowship applications ndash 31 May
2018 and 2019
FOUNDATION DINNER - 2018
bull Waterview Function Centre ndashCentennial Park Homebush
bull 26th November 2018
bull Speaker ndash IPRIP Ian Riseley
bull Recognition of Paul Harris Society and Major Donors milestones
DISTRICT TEAM- THE ROTARY FOUNDATION
bull Chair PDG David Randsbull ARRFC PDG Tony Castleybull Scholarships PDG Pam Pritchardbull End Polio PDG Bob Aitken Bruce Nichollsbull Grants David Deanbull Foundation Alumni Lindsay Maybull PHSMajor Donors PDG David Cookbull Centurions Gavin Ralstonbull Endowment Fund PDG Monica Savillebull AuditReview Chair Tony Durbin
ZONE REPRESENTATIVES - THE ROTARY FOUNDATIONbull Beaches Peter Kindredbull Blue Mountains PDG Jennifer Scottbull Central Coast David Rivettbull City North Neil Howiebull Hawkesbury Bob Kaye-Smithbull Lower Central Coast Ross Pearsebull Nepean PDG David Cookbull North Shore PDG Pam Pritchardbull Northwestern Haran Ramachandranbull Riverside PDG Monica Savillebull The Hills PDG Barry Philpsbull Upper Central Coast Liz Northbull Upper North Shore PDG John Cameron
Our Foundation ndash The Broader ViewMark Anderson
Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Who we are What we do
Our Structure
ndash Directors (17 x 2 year terms)
ndash Trustees (15 x 4 year terms)
34 ZonesRRFC ndash Regional
Rotary Foundation Coordinator
EMGA ndashEndowment and
Major Gift Advisor
ARRFC ndashAssistant
Regional Rotary Foundation
Coordinators
540 Districts DRFC ndash District Rotary Foundation Chair
35000 Clubs Foundation Director
The Government of Rotary
RISPPO Serving 64000
Rotarians
Rotary International - Offices
PDG Bruce AllenRegional Head
Grace RamirezRegional Financial Controller
Sally FutoFinance
CoordinatorANZ
Melissa AsanzaFinance
CoordinatorTRF
Ros ONGFinance
CoordinatorPhilippines
Andrew BestClub amp District Support
Barbara MifsudCDS Coordinator
Mary Jane Desmond
CDS Correspondent
PDG Bruce AllenManager TRF
PP Mark AndersonTRF Fund
Development
KrissyAure-Canson
TRF Administration
Juliet Timmerm
anAdministratio
n
Finance Club amp District Support The Rotary Foundation Administration
PP Rob ByrnesTRF Fund
Development
Rotary International South Pacific and Philippines Office (RISPPO)
Total staff worldwide to support Rotarians - 704
The Rotary Foundation Staff at Parramatta
Rotary International Office ndash The Rotary Foundation
bull Donor acquisition and supportbull Paul Harris Fellow Administrationbull Paul Harris Society Administrationbull Major Donor Administration bull Bequest Society Administrationbull Grant advise and supportbull The Australian Rotary Foundation Trust (TARFT)bull Support and information for RRFC EMGA amp DRFC
Fund DevelopmentDeliverables
Develop and maintain a portfolio of key Major andPlanned Giving Prospects with a capacity to make giftsof US$25000 or more
Major Donor
Bequest Society
To prepare and coordinate the presentationof major gift proposals to prospective donors
To average 50 contacts (face to face telephonemajor gift proposals) per month withmajor gift prospects
To assist in the design and implementation of aFundraising plan that enhances
Every Rotarian Every Year
Paul Harris Society
Major Donor upgradesOutright Major Donors
Bequest Society
To assist in planning preparation of Fund Development Activities
bull Needs for Donor cultivationsolicitation tripsbull Rotary Events
bull Support Materials
To actively promote and monitor thePaul Harris Society
In cooperation with each DRFC ensure all Districts have an active PHS Chair
To develop and administer appropriatecultivation stewardship events as neededWork with RRFC EMGA
To provide timely and reliable information
bull Accurate statistical informationbull Adequate audiovisualsbull Appropriate literature
Ensure appropriate materials are requisitionedin advance and stored properly
To focus support on Rotary senior leadership
To support and train volunteer committeeson fund development
To incorporate into all assigned duties a strongthorough and ongoing knowledge of theorganisation including
TechnicalProgramsProcedural functions with TRF amp RI
To maintain effective contact within thephilanthropic community at large and beaware of trends and developments with theirpotential effect on our fundraising activitiesincluding legal and governmental policies
To support the activities and administration of The Australian Rotary Foundation Trust (TARFT) and to act as the secretariat for the board
The Boardbull PDG Lou Johnson ndash Chairman (TAS)bull PDG Joanne Schilling ndash Deputy Chair (NT)bull PDG Monica Saville ndash Treasurer (NSW)bull PDG Tony Castley (NSW)bull PDG John Barnes (VIC)bull PDG Ron Geary (WA)bull PDG Eric Wood (QLD)bull Ian Salmon (NSW)bull Phillip Archer (VIC)bull PDG Bruce Allen - Secretary
Fundraising
Rotary Club
raises money
Rotary club donates
money to another charity
Other charity builds
reputation
Other charity comes back
to Rotary Club for more
money
The cycle of fundraising and giving
hellipto do good in the world
Rotary Club raises Money
Rotary Club contributes to TRF
Rotary club applies for a Grant
The Grant provides funding for local or
international projects
Reputation of the Rotary Club
grows
Lets grow our reputation
Charities in Australia and New Zealand
have a combined total income of nearly$125b annually
Our Charity
Do you give personally to one of these Why not give to our own charity
Rotary International only has one official charity
Most Australians amp Kiwirsquos give to a Charity
On average they give to at least three charities per year
The average Australian gave $318 to Charity last year Source NAB
Only 23 of Rotarians gave to our Charity ndash The Rotary Foundation
Giving is tax deductible through The Australian Rotary Foundation Trust or Guardian Trust in New Zealand
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
1720870
4230 4060
2770
1635
59905190
AUSTRALIA NEW ZEALAND PHILIPPINES INDONESIA
Percentage of Rotarians contributing by Country Group
15-16 16-17
The Rotary Foundation How efficient is The Rotary Foundation
Total Expenditure2016-17
US$271m
168 Administration Cost
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
$3500000
$4000000
$4500000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Club
Club
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Individual
Individual
Contribution Trends - Australia
$-
$100000
$200000
$300000
$400000
$500000
$600000
$700000
$800000
$900000
$1000000
FY2013 FY2014 FY2015 FY2016 FY2017
Club
Club
$-
$50000
$100000
$150000
$200000
$250000
$300000
$350000
$400000
FY2013 FY2014 FY2015 FY2016 FY2017
Individual
Individual
Contribution Trends ndash New Zealand
Reports
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
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D9650
D9670
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D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
GOAL SETTING
bull Giving goals Essential requirement of Club Qualification bull Log onto My Rotary ndash Club Presidents Foundation Chairs
have access to Club Foundation reports and can enter goalsbull Use the Manage tab Rotary Club Central Foundation
Giving Goals and Progress ndash p 10 CFCM
bull For Reports Log on to My Rotary Select the Foundation Tab then drop down on the right to Foundation Reports Various available - you will find Contribution and Recognition Reports
MY ROTARY WEBSITE
bull For Reports Log on to My Rotary Select the Foundation Tab then drop down on the right to Foundation Reports Various available - you will find Contribution and Recognition Reports
bull Reports includendash Benefactor Reportndash Club Recognition Summaryndash Club Foundation Banner Reportndash Major Donor Arch Klumph Society Bequest Societyndash Club Fundraising Analysisndash Paul Harris Society Report
bull Help available from TRF ndash Mark Anderson
FOUNDATION CALENDAR
bull Closing date for district Grant applications ndash 30th June 2018
bull World Polio Day ndash October 24th 2018bull Foundation Month ndash November 2018bull Rotaryrsquos 114th birthday ndash February 23rd 2019bull Closing date for Global Grant Scholar applications ndash
March 31 2019bull District Assembly for 2019-2020 ndash Aprilbull Closing date for Peace Fellowship applications ndash 31 May
2018 and 2019
FOUNDATION DINNER - 2018
bull Waterview Function Centre ndashCentennial Park Homebush
bull 26th November 2018
bull Speaker ndash IPRIP Ian Riseley
bull Recognition of Paul Harris Society and Major Donors milestones
DISTRICT TEAM- THE ROTARY FOUNDATION
bull Chair PDG David Randsbull ARRFC PDG Tony Castleybull Scholarships PDG Pam Pritchardbull End Polio PDG Bob Aitken Bruce Nichollsbull Grants David Deanbull Foundation Alumni Lindsay Maybull PHSMajor Donors PDG David Cookbull Centurions Gavin Ralstonbull Endowment Fund PDG Monica Savillebull AuditReview Chair Tony Durbin
ZONE REPRESENTATIVES - THE ROTARY FOUNDATIONbull Beaches Peter Kindredbull Blue Mountains PDG Jennifer Scottbull Central Coast David Rivettbull City North Neil Howiebull Hawkesbury Bob Kaye-Smithbull Lower Central Coast Ross Pearsebull Nepean PDG David Cookbull North Shore PDG Pam Pritchardbull Northwestern Haran Ramachandranbull Riverside PDG Monica Savillebull The Hills PDG Barry Philpsbull Upper Central Coast Liz Northbull Upper North Shore PDG John Cameron
Our Foundation ndash The Broader ViewMark Anderson
Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Who we are What we do
Our Structure
ndash Directors (17 x 2 year terms)
ndash Trustees (15 x 4 year terms)
34 ZonesRRFC ndash Regional
Rotary Foundation Coordinator
EMGA ndashEndowment and
Major Gift Advisor
ARRFC ndashAssistant
Regional Rotary Foundation
Coordinators
540 Districts DRFC ndash District Rotary Foundation Chair
35000 Clubs Foundation Director
The Government of Rotary
RISPPO Serving 64000
Rotarians
Rotary International - Offices
PDG Bruce AllenRegional Head
Grace RamirezRegional Financial Controller
Sally FutoFinance
CoordinatorANZ
Melissa AsanzaFinance
CoordinatorTRF
Ros ONGFinance
CoordinatorPhilippines
Andrew BestClub amp District Support
Barbara MifsudCDS Coordinator
Mary Jane Desmond
CDS Correspondent
PDG Bruce AllenManager TRF
PP Mark AndersonTRF Fund
Development
KrissyAure-Canson
TRF Administration
Juliet Timmerm
anAdministratio
n
Finance Club amp District Support The Rotary Foundation Administration
PP Rob ByrnesTRF Fund
Development
Rotary International South Pacific and Philippines Office (RISPPO)
Total staff worldwide to support Rotarians - 704
The Rotary Foundation Staff at Parramatta
Rotary International Office ndash The Rotary Foundation
bull Donor acquisition and supportbull Paul Harris Fellow Administrationbull Paul Harris Society Administrationbull Major Donor Administration bull Bequest Society Administrationbull Grant advise and supportbull The Australian Rotary Foundation Trust (TARFT)bull Support and information for RRFC EMGA amp DRFC
Fund DevelopmentDeliverables
Develop and maintain a portfolio of key Major andPlanned Giving Prospects with a capacity to make giftsof US$25000 or more
Major Donor
Bequest Society
To prepare and coordinate the presentationof major gift proposals to prospective donors
To average 50 contacts (face to face telephonemajor gift proposals) per month withmajor gift prospects
To assist in the design and implementation of aFundraising plan that enhances
Every Rotarian Every Year
Paul Harris Society
Major Donor upgradesOutright Major Donors
Bequest Society
To assist in planning preparation of Fund Development Activities
bull Needs for Donor cultivationsolicitation tripsbull Rotary Events
bull Support Materials
To actively promote and monitor thePaul Harris Society
In cooperation with each DRFC ensure all Districts have an active PHS Chair
To develop and administer appropriatecultivation stewardship events as neededWork with RRFC EMGA
To provide timely and reliable information
bull Accurate statistical informationbull Adequate audiovisualsbull Appropriate literature
Ensure appropriate materials are requisitionedin advance and stored properly
To focus support on Rotary senior leadership
To support and train volunteer committeeson fund development
To incorporate into all assigned duties a strongthorough and ongoing knowledge of theorganisation including
TechnicalProgramsProcedural functions with TRF amp RI
To maintain effective contact within thephilanthropic community at large and beaware of trends and developments with theirpotential effect on our fundraising activitiesincluding legal and governmental policies
To support the activities and administration of The Australian Rotary Foundation Trust (TARFT) and to act as the secretariat for the board
The Boardbull PDG Lou Johnson ndash Chairman (TAS)bull PDG Joanne Schilling ndash Deputy Chair (NT)bull PDG Monica Saville ndash Treasurer (NSW)bull PDG Tony Castley (NSW)bull PDG John Barnes (VIC)bull PDG Ron Geary (WA)bull PDG Eric Wood (QLD)bull Ian Salmon (NSW)bull Phillip Archer (VIC)bull PDG Bruce Allen - Secretary
Fundraising
Rotary Club
raises money
Rotary club donates
money to another charity
Other charity builds
reputation
Other charity comes back
to Rotary Club for more
money
The cycle of fundraising and giving
hellipto do good in the world
Rotary Club raises Money
Rotary Club contributes to TRF
Rotary club applies for a Grant
The Grant provides funding for local or
international projects
Reputation of the Rotary Club
grows
Lets grow our reputation
Charities in Australia and New Zealand
have a combined total income of nearly$125b annually
Our Charity
Do you give personally to one of these Why not give to our own charity
Rotary International only has one official charity
Most Australians amp Kiwirsquos give to a Charity
On average they give to at least three charities per year
The average Australian gave $318 to Charity last year Source NAB
Only 23 of Rotarians gave to our Charity ndash The Rotary Foundation
Giving is tax deductible through The Australian Rotary Foundation Trust or Guardian Trust in New Zealand
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
1720870
4230 4060
2770
1635
59905190
AUSTRALIA NEW ZEALAND PHILIPPINES INDONESIA
Percentage of Rotarians contributing by Country Group
15-16 16-17
The Rotary Foundation How efficient is The Rotary Foundation
Total Expenditure2016-17
US$271m
168 Administration Cost
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
$3500000
$4000000
$4500000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Club
Club
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Individual
Individual
Contribution Trends - Australia
$-
$100000
$200000
$300000
$400000
$500000
$600000
$700000
$800000
$900000
$1000000
FY2013 FY2014 FY2015 FY2016 FY2017
Club
Club
$-
$50000
$100000
$150000
$200000
$250000
$300000
$350000
$400000
FY2013 FY2014 FY2015 FY2016 FY2017
Individual
Individual
Contribution Trends ndash New Zealand
Reports
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
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D9600
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D9650
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D9700
D9710
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D9800
D9810
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D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
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D9675
D9675
D9685
D9685
D9685
D9685
D9700
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D9710
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D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
MY ROTARY WEBSITE
bull For Reports Log on to My Rotary Select the Foundation Tab then drop down on the right to Foundation Reports Various available - you will find Contribution and Recognition Reports
bull Reports includendash Benefactor Reportndash Club Recognition Summaryndash Club Foundation Banner Reportndash Major Donor Arch Klumph Society Bequest Societyndash Club Fundraising Analysisndash Paul Harris Society Report
bull Help available from TRF ndash Mark Anderson
FOUNDATION CALENDAR
bull Closing date for district Grant applications ndash 30th June 2018
bull World Polio Day ndash October 24th 2018bull Foundation Month ndash November 2018bull Rotaryrsquos 114th birthday ndash February 23rd 2019bull Closing date for Global Grant Scholar applications ndash
March 31 2019bull District Assembly for 2019-2020 ndash Aprilbull Closing date for Peace Fellowship applications ndash 31 May
2018 and 2019
FOUNDATION DINNER - 2018
bull Waterview Function Centre ndashCentennial Park Homebush
bull 26th November 2018
bull Speaker ndash IPRIP Ian Riseley
bull Recognition of Paul Harris Society and Major Donors milestones
DISTRICT TEAM- THE ROTARY FOUNDATION
bull Chair PDG David Randsbull ARRFC PDG Tony Castleybull Scholarships PDG Pam Pritchardbull End Polio PDG Bob Aitken Bruce Nichollsbull Grants David Deanbull Foundation Alumni Lindsay Maybull PHSMajor Donors PDG David Cookbull Centurions Gavin Ralstonbull Endowment Fund PDG Monica Savillebull AuditReview Chair Tony Durbin
ZONE REPRESENTATIVES - THE ROTARY FOUNDATIONbull Beaches Peter Kindredbull Blue Mountains PDG Jennifer Scottbull Central Coast David Rivettbull City North Neil Howiebull Hawkesbury Bob Kaye-Smithbull Lower Central Coast Ross Pearsebull Nepean PDG David Cookbull North Shore PDG Pam Pritchardbull Northwestern Haran Ramachandranbull Riverside PDG Monica Savillebull The Hills PDG Barry Philpsbull Upper Central Coast Liz Northbull Upper North Shore PDG John Cameron
Our Foundation ndash The Broader ViewMark Anderson
Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Who we are What we do
Our Structure
ndash Directors (17 x 2 year terms)
ndash Trustees (15 x 4 year terms)
34 ZonesRRFC ndash Regional
Rotary Foundation Coordinator
EMGA ndashEndowment and
Major Gift Advisor
ARRFC ndashAssistant
Regional Rotary Foundation
Coordinators
540 Districts DRFC ndash District Rotary Foundation Chair
35000 Clubs Foundation Director
The Government of Rotary
RISPPO Serving 64000
Rotarians
Rotary International - Offices
PDG Bruce AllenRegional Head
Grace RamirezRegional Financial Controller
Sally FutoFinance
CoordinatorANZ
Melissa AsanzaFinance
CoordinatorTRF
Ros ONGFinance
CoordinatorPhilippines
Andrew BestClub amp District Support
Barbara MifsudCDS Coordinator
Mary Jane Desmond
CDS Correspondent
PDG Bruce AllenManager TRF
PP Mark AndersonTRF Fund
Development
KrissyAure-Canson
TRF Administration
Juliet Timmerm
anAdministratio
n
Finance Club amp District Support The Rotary Foundation Administration
PP Rob ByrnesTRF Fund
Development
Rotary International South Pacific and Philippines Office (RISPPO)
Total staff worldwide to support Rotarians - 704
The Rotary Foundation Staff at Parramatta
Rotary International Office ndash The Rotary Foundation
bull Donor acquisition and supportbull Paul Harris Fellow Administrationbull Paul Harris Society Administrationbull Major Donor Administration bull Bequest Society Administrationbull Grant advise and supportbull The Australian Rotary Foundation Trust (TARFT)bull Support and information for RRFC EMGA amp DRFC
Fund DevelopmentDeliverables
Develop and maintain a portfolio of key Major andPlanned Giving Prospects with a capacity to make giftsof US$25000 or more
Major Donor
Bequest Society
To prepare and coordinate the presentationof major gift proposals to prospective donors
To average 50 contacts (face to face telephonemajor gift proposals) per month withmajor gift prospects
To assist in the design and implementation of aFundraising plan that enhances
Every Rotarian Every Year
Paul Harris Society
Major Donor upgradesOutright Major Donors
Bequest Society
To assist in planning preparation of Fund Development Activities
bull Needs for Donor cultivationsolicitation tripsbull Rotary Events
bull Support Materials
To actively promote and monitor thePaul Harris Society
In cooperation with each DRFC ensure all Districts have an active PHS Chair
To develop and administer appropriatecultivation stewardship events as neededWork with RRFC EMGA
To provide timely and reliable information
bull Accurate statistical informationbull Adequate audiovisualsbull Appropriate literature
Ensure appropriate materials are requisitionedin advance and stored properly
To focus support on Rotary senior leadership
To support and train volunteer committeeson fund development
To incorporate into all assigned duties a strongthorough and ongoing knowledge of theorganisation including
TechnicalProgramsProcedural functions with TRF amp RI
To maintain effective contact within thephilanthropic community at large and beaware of trends and developments with theirpotential effect on our fundraising activitiesincluding legal and governmental policies
To support the activities and administration of The Australian Rotary Foundation Trust (TARFT) and to act as the secretariat for the board
The Boardbull PDG Lou Johnson ndash Chairman (TAS)bull PDG Joanne Schilling ndash Deputy Chair (NT)bull PDG Monica Saville ndash Treasurer (NSW)bull PDG Tony Castley (NSW)bull PDG John Barnes (VIC)bull PDG Ron Geary (WA)bull PDG Eric Wood (QLD)bull Ian Salmon (NSW)bull Phillip Archer (VIC)bull PDG Bruce Allen - Secretary
Fundraising
Rotary Club
raises money
Rotary club donates
money to another charity
Other charity builds
reputation
Other charity comes back
to Rotary Club for more
money
The cycle of fundraising and giving
hellipto do good in the world
Rotary Club raises Money
Rotary Club contributes to TRF
Rotary club applies for a Grant
The Grant provides funding for local or
international projects
Reputation of the Rotary Club
grows
Lets grow our reputation
Charities in Australia and New Zealand
have a combined total income of nearly$125b annually
Our Charity
Do you give personally to one of these Why not give to our own charity
Rotary International only has one official charity
Most Australians amp Kiwirsquos give to a Charity
On average they give to at least three charities per year
The average Australian gave $318 to Charity last year Source NAB
Only 23 of Rotarians gave to our Charity ndash The Rotary Foundation
Giving is tax deductible through The Australian Rotary Foundation Trust or Guardian Trust in New Zealand
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
1720870
4230 4060
2770
1635
59905190
AUSTRALIA NEW ZEALAND PHILIPPINES INDONESIA
Percentage of Rotarians contributing by Country Group
15-16 16-17
The Rotary Foundation How efficient is The Rotary Foundation
Total Expenditure2016-17
US$271m
168 Administration Cost
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
$3500000
$4000000
$4500000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Club
Club
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Individual
Individual
Contribution Trends - Australia
$-
$100000
$200000
$300000
$400000
$500000
$600000
$700000
$800000
$900000
$1000000
FY2013 FY2014 FY2015 FY2016 FY2017
Club
Club
$-
$50000
$100000
$150000
$200000
$250000
$300000
$350000
$400000
FY2013 FY2014 FY2015 FY2016 FY2017
Individual
Individual
Contribution Trends ndash New Zealand
Reports
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
FOUNDATION CALENDAR
bull Closing date for district Grant applications ndash 30th June 2018
bull World Polio Day ndash October 24th 2018bull Foundation Month ndash November 2018bull Rotaryrsquos 114th birthday ndash February 23rd 2019bull Closing date for Global Grant Scholar applications ndash
March 31 2019bull District Assembly for 2019-2020 ndash Aprilbull Closing date for Peace Fellowship applications ndash 31 May
2018 and 2019
FOUNDATION DINNER - 2018
bull Waterview Function Centre ndashCentennial Park Homebush
bull 26th November 2018
bull Speaker ndash IPRIP Ian Riseley
bull Recognition of Paul Harris Society and Major Donors milestones
DISTRICT TEAM- THE ROTARY FOUNDATION
bull Chair PDG David Randsbull ARRFC PDG Tony Castleybull Scholarships PDG Pam Pritchardbull End Polio PDG Bob Aitken Bruce Nichollsbull Grants David Deanbull Foundation Alumni Lindsay Maybull PHSMajor Donors PDG David Cookbull Centurions Gavin Ralstonbull Endowment Fund PDG Monica Savillebull AuditReview Chair Tony Durbin
ZONE REPRESENTATIVES - THE ROTARY FOUNDATIONbull Beaches Peter Kindredbull Blue Mountains PDG Jennifer Scottbull Central Coast David Rivettbull City North Neil Howiebull Hawkesbury Bob Kaye-Smithbull Lower Central Coast Ross Pearsebull Nepean PDG David Cookbull North Shore PDG Pam Pritchardbull Northwestern Haran Ramachandranbull Riverside PDG Monica Savillebull The Hills PDG Barry Philpsbull Upper Central Coast Liz Northbull Upper North Shore PDG John Cameron
Our Foundation ndash The Broader ViewMark Anderson
Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Who we are What we do
Our Structure
ndash Directors (17 x 2 year terms)
ndash Trustees (15 x 4 year terms)
34 ZonesRRFC ndash Regional
Rotary Foundation Coordinator
EMGA ndashEndowment and
Major Gift Advisor
ARRFC ndashAssistant
Regional Rotary Foundation
Coordinators
540 Districts DRFC ndash District Rotary Foundation Chair
35000 Clubs Foundation Director
The Government of Rotary
RISPPO Serving 64000
Rotarians
Rotary International - Offices
PDG Bruce AllenRegional Head
Grace RamirezRegional Financial Controller
Sally FutoFinance
CoordinatorANZ
Melissa AsanzaFinance
CoordinatorTRF
Ros ONGFinance
CoordinatorPhilippines
Andrew BestClub amp District Support
Barbara MifsudCDS Coordinator
Mary Jane Desmond
CDS Correspondent
PDG Bruce AllenManager TRF
PP Mark AndersonTRF Fund
Development
KrissyAure-Canson
TRF Administration
Juliet Timmerm
anAdministratio
n
Finance Club amp District Support The Rotary Foundation Administration
PP Rob ByrnesTRF Fund
Development
Rotary International South Pacific and Philippines Office (RISPPO)
Total staff worldwide to support Rotarians - 704
The Rotary Foundation Staff at Parramatta
Rotary International Office ndash The Rotary Foundation
bull Donor acquisition and supportbull Paul Harris Fellow Administrationbull Paul Harris Society Administrationbull Major Donor Administration bull Bequest Society Administrationbull Grant advise and supportbull The Australian Rotary Foundation Trust (TARFT)bull Support and information for RRFC EMGA amp DRFC
Fund DevelopmentDeliverables
Develop and maintain a portfolio of key Major andPlanned Giving Prospects with a capacity to make giftsof US$25000 or more
Major Donor
Bequest Society
To prepare and coordinate the presentationof major gift proposals to prospective donors
To average 50 contacts (face to face telephonemajor gift proposals) per month withmajor gift prospects
To assist in the design and implementation of aFundraising plan that enhances
Every Rotarian Every Year
Paul Harris Society
Major Donor upgradesOutright Major Donors
Bequest Society
To assist in planning preparation of Fund Development Activities
bull Needs for Donor cultivationsolicitation tripsbull Rotary Events
bull Support Materials
To actively promote and monitor thePaul Harris Society
In cooperation with each DRFC ensure all Districts have an active PHS Chair
To develop and administer appropriatecultivation stewardship events as neededWork with RRFC EMGA
To provide timely and reliable information
bull Accurate statistical informationbull Adequate audiovisualsbull Appropriate literature
Ensure appropriate materials are requisitionedin advance and stored properly
To focus support on Rotary senior leadership
To support and train volunteer committeeson fund development
To incorporate into all assigned duties a strongthorough and ongoing knowledge of theorganisation including
TechnicalProgramsProcedural functions with TRF amp RI
To maintain effective contact within thephilanthropic community at large and beaware of trends and developments with theirpotential effect on our fundraising activitiesincluding legal and governmental policies
To support the activities and administration of The Australian Rotary Foundation Trust (TARFT) and to act as the secretariat for the board
The Boardbull PDG Lou Johnson ndash Chairman (TAS)bull PDG Joanne Schilling ndash Deputy Chair (NT)bull PDG Monica Saville ndash Treasurer (NSW)bull PDG Tony Castley (NSW)bull PDG John Barnes (VIC)bull PDG Ron Geary (WA)bull PDG Eric Wood (QLD)bull Ian Salmon (NSW)bull Phillip Archer (VIC)bull PDG Bruce Allen - Secretary
Fundraising
Rotary Club
raises money
Rotary club donates
money to another charity
Other charity builds
reputation
Other charity comes back
to Rotary Club for more
money
The cycle of fundraising and giving
hellipto do good in the world
Rotary Club raises Money
Rotary Club contributes to TRF
Rotary club applies for a Grant
The Grant provides funding for local or
international projects
Reputation of the Rotary Club
grows
Lets grow our reputation
Charities in Australia and New Zealand
have a combined total income of nearly$125b annually
Our Charity
Do you give personally to one of these Why not give to our own charity
Rotary International only has one official charity
Most Australians amp Kiwirsquos give to a Charity
On average they give to at least three charities per year
The average Australian gave $318 to Charity last year Source NAB
Only 23 of Rotarians gave to our Charity ndash The Rotary Foundation
Giving is tax deductible through The Australian Rotary Foundation Trust or Guardian Trust in New Zealand
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
1720870
4230 4060
2770
1635
59905190
AUSTRALIA NEW ZEALAND PHILIPPINES INDONESIA
Percentage of Rotarians contributing by Country Group
15-16 16-17
The Rotary Foundation How efficient is The Rotary Foundation
Total Expenditure2016-17
US$271m
168 Administration Cost
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
$3500000
$4000000
$4500000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Club
Club
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Individual
Individual
Contribution Trends - Australia
$-
$100000
$200000
$300000
$400000
$500000
$600000
$700000
$800000
$900000
$1000000
FY2013 FY2014 FY2015 FY2016 FY2017
Club
Club
$-
$50000
$100000
$150000
$200000
$250000
$300000
$350000
$400000
FY2013 FY2014 FY2015 FY2016 FY2017
Individual
Individual
Contribution Trends ndash New Zealand
Reports
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
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D9640
D9650
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D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
FOUNDATION DINNER - 2018
bull Waterview Function Centre ndashCentennial Park Homebush
bull 26th November 2018
bull Speaker ndash IPRIP Ian Riseley
bull Recognition of Paul Harris Society and Major Donors milestones
DISTRICT TEAM- THE ROTARY FOUNDATION
bull Chair PDG David Randsbull ARRFC PDG Tony Castleybull Scholarships PDG Pam Pritchardbull End Polio PDG Bob Aitken Bruce Nichollsbull Grants David Deanbull Foundation Alumni Lindsay Maybull PHSMajor Donors PDG David Cookbull Centurions Gavin Ralstonbull Endowment Fund PDG Monica Savillebull AuditReview Chair Tony Durbin
ZONE REPRESENTATIVES - THE ROTARY FOUNDATIONbull Beaches Peter Kindredbull Blue Mountains PDG Jennifer Scottbull Central Coast David Rivettbull City North Neil Howiebull Hawkesbury Bob Kaye-Smithbull Lower Central Coast Ross Pearsebull Nepean PDG David Cookbull North Shore PDG Pam Pritchardbull Northwestern Haran Ramachandranbull Riverside PDG Monica Savillebull The Hills PDG Barry Philpsbull Upper Central Coast Liz Northbull Upper North Shore PDG John Cameron
Our Foundation ndash The Broader ViewMark Anderson
Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Who we are What we do
Our Structure
ndash Directors (17 x 2 year terms)
ndash Trustees (15 x 4 year terms)
34 ZonesRRFC ndash Regional
Rotary Foundation Coordinator
EMGA ndashEndowment and
Major Gift Advisor
ARRFC ndashAssistant
Regional Rotary Foundation
Coordinators
540 Districts DRFC ndash District Rotary Foundation Chair
35000 Clubs Foundation Director
The Government of Rotary
RISPPO Serving 64000
Rotarians
Rotary International - Offices
PDG Bruce AllenRegional Head
Grace RamirezRegional Financial Controller
Sally FutoFinance
CoordinatorANZ
Melissa AsanzaFinance
CoordinatorTRF
Ros ONGFinance
CoordinatorPhilippines
Andrew BestClub amp District Support
Barbara MifsudCDS Coordinator
Mary Jane Desmond
CDS Correspondent
PDG Bruce AllenManager TRF
PP Mark AndersonTRF Fund
Development
KrissyAure-Canson
TRF Administration
Juliet Timmerm
anAdministratio
n
Finance Club amp District Support The Rotary Foundation Administration
PP Rob ByrnesTRF Fund
Development
Rotary International South Pacific and Philippines Office (RISPPO)
Total staff worldwide to support Rotarians - 704
The Rotary Foundation Staff at Parramatta
Rotary International Office ndash The Rotary Foundation
bull Donor acquisition and supportbull Paul Harris Fellow Administrationbull Paul Harris Society Administrationbull Major Donor Administration bull Bequest Society Administrationbull Grant advise and supportbull The Australian Rotary Foundation Trust (TARFT)bull Support and information for RRFC EMGA amp DRFC
Fund DevelopmentDeliverables
Develop and maintain a portfolio of key Major andPlanned Giving Prospects with a capacity to make giftsof US$25000 or more
Major Donor
Bequest Society
To prepare and coordinate the presentationof major gift proposals to prospective donors
To average 50 contacts (face to face telephonemajor gift proposals) per month withmajor gift prospects
To assist in the design and implementation of aFundraising plan that enhances
Every Rotarian Every Year
Paul Harris Society
Major Donor upgradesOutright Major Donors
Bequest Society
To assist in planning preparation of Fund Development Activities
bull Needs for Donor cultivationsolicitation tripsbull Rotary Events
bull Support Materials
To actively promote and monitor thePaul Harris Society
In cooperation with each DRFC ensure all Districts have an active PHS Chair
To develop and administer appropriatecultivation stewardship events as neededWork with RRFC EMGA
To provide timely and reliable information
bull Accurate statistical informationbull Adequate audiovisualsbull Appropriate literature
Ensure appropriate materials are requisitionedin advance and stored properly
To focus support on Rotary senior leadership
To support and train volunteer committeeson fund development
To incorporate into all assigned duties a strongthorough and ongoing knowledge of theorganisation including
TechnicalProgramsProcedural functions with TRF amp RI
To maintain effective contact within thephilanthropic community at large and beaware of trends and developments with theirpotential effect on our fundraising activitiesincluding legal and governmental policies
To support the activities and administration of The Australian Rotary Foundation Trust (TARFT) and to act as the secretariat for the board
The Boardbull PDG Lou Johnson ndash Chairman (TAS)bull PDG Joanne Schilling ndash Deputy Chair (NT)bull PDG Monica Saville ndash Treasurer (NSW)bull PDG Tony Castley (NSW)bull PDG John Barnes (VIC)bull PDG Ron Geary (WA)bull PDG Eric Wood (QLD)bull Ian Salmon (NSW)bull Phillip Archer (VIC)bull PDG Bruce Allen - Secretary
Fundraising
Rotary Club
raises money
Rotary club donates
money to another charity
Other charity builds
reputation
Other charity comes back
to Rotary Club for more
money
The cycle of fundraising and giving
hellipto do good in the world
Rotary Club raises Money
Rotary Club contributes to TRF
Rotary club applies for a Grant
The Grant provides funding for local or
international projects
Reputation of the Rotary Club
grows
Lets grow our reputation
Charities in Australia and New Zealand
have a combined total income of nearly$125b annually
Our Charity
Do you give personally to one of these Why not give to our own charity
Rotary International only has one official charity
Most Australians amp Kiwirsquos give to a Charity
On average they give to at least three charities per year
The average Australian gave $318 to Charity last year Source NAB
Only 23 of Rotarians gave to our Charity ndash The Rotary Foundation
Giving is tax deductible through The Australian Rotary Foundation Trust or Guardian Trust in New Zealand
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
1720870
4230 4060
2770
1635
59905190
AUSTRALIA NEW ZEALAND PHILIPPINES INDONESIA
Percentage of Rotarians contributing by Country Group
15-16 16-17
The Rotary Foundation How efficient is The Rotary Foundation
Total Expenditure2016-17
US$271m
168 Administration Cost
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
$3500000
$4000000
$4500000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Club
Club
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Individual
Individual
Contribution Trends - Australia
$-
$100000
$200000
$300000
$400000
$500000
$600000
$700000
$800000
$900000
$1000000
FY2013 FY2014 FY2015 FY2016 FY2017
Club
Club
$-
$50000
$100000
$150000
$200000
$250000
$300000
$350000
$400000
FY2013 FY2014 FY2015 FY2016 FY2017
Individual
Individual
Contribution Trends ndash New Zealand
Reports
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
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D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
DISTRICT TEAM- THE ROTARY FOUNDATION
bull Chair PDG David Randsbull ARRFC PDG Tony Castleybull Scholarships PDG Pam Pritchardbull End Polio PDG Bob Aitken Bruce Nichollsbull Grants David Deanbull Foundation Alumni Lindsay Maybull PHSMajor Donors PDG David Cookbull Centurions Gavin Ralstonbull Endowment Fund PDG Monica Savillebull AuditReview Chair Tony Durbin
ZONE REPRESENTATIVES - THE ROTARY FOUNDATIONbull Beaches Peter Kindredbull Blue Mountains PDG Jennifer Scottbull Central Coast David Rivettbull City North Neil Howiebull Hawkesbury Bob Kaye-Smithbull Lower Central Coast Ross Pearsebull Nepean PDG David Cookbull North Shore PDG Pam Pritchardbull Northwestern Haran Ramachandranbull Riverside PDG Monica Savillebull The Hills PDG Barry Philpsbull Upper Central Coast Liz Northbull Upper North Shore PDG John Cameron
Our Foundation ndash The Broader ViewMark Anderson
Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Who we are What we do
Our Structure
ndash Directors (17 x 2 year terms)
ndash Trustees (15 x 4 year terms)
34 ZonesRRFC ndash Regional
Rotary Foundation Coordinator
EMGA ndashEndowment and
Major Gift Advisor
ARRFC ndashAssistant
Regional Rotary Foundation
Coordinators
540 Districts DRFC ndash District Rotary Foundation Chair
35000 Clubs Foundation Director
The Government of Rotary
RISPPO Serving 64000
Rotarians
Rotary International - Offices
PDG Bruce AllenRegional Head
Grace RamirezRegional Financial Controller
Sally FutoFinance
CoordinatorANZ
Melissa AsanzaFinance
CoordinatorTRF
Ros ONGFinance
CoordinatorPhilippines
Andrew BestClub amp District Support
Barbara MifsudCDS Coordinator
Mary Jane Desmond
CDS Correspondent
PDG Bruce AllenManager TRF
PP Mark AndersonTRF Fund
Development
KrissyAure-Canson
TRF Administration
Juliet Timmerm
anAdministratio
n
Finance Club amp District Support The Rotary Foundation Administration
PP Rob ByrnesTRF Fund
Development
Rotary International South Pacific and Philippines Office (RISPPO)
Total staff worldwide to support Rotarians - 704
The Rotary Foundation Staff at Parramatta
Rotary International Office ndash The Rotary Foundation
bull Donor acquisition and supportbull Paul Harris Fellow Administrationbull Paul Harris Society Administrationbull Major Donor Administration bull Bequest Society Administrationbull Grant advise and supportbull The Australian Rotary Foundation Trust (TARFT)bull Support and information for RRFC EMGA amp DRFC
Fund DevelopmentDeliverables
Develop and maintain a portfolio of key Major andPlanned Giving Prospects with a capacity to make giftsof US$25000 or more
Major Donor
Bequest Society
To prepare and coordinate the presentationof major gift proposals to prospective donors
To average 50 contacts (face to face telephonemajor gift proposals) per month withmajor gift prospects
To assist in the design and implementation of aFundraising plan that enhances
Every Rotarian Every Year
Paul Harris Society
Major Donor upgradesOutright Major Donors
Bequest Society
To assist in planning preparation of Fund Development Activities
bull Needs for Donor cultivationsolicitation tripsbull Rotary Events
bull Support Materials
To actively promote and monitor thePaul Harris Society
In cooperation with each DRFC ensure all Districts have an active PHS Chair
To develop and administer appropriatecultivation stewardship events as neededWork with RRFC EMGA
To provide timely and reliable information
bull Accurate statistical informationbull Adequate audiovisualsbull Appropriate literature
Ensure appropriate materials are requisitionedin advance and stored properly
To focus support on Rotary senior leadership
To support and train volunteer committeeson fund development
To incorporate into all assigned duties a strongthorough and ongoing knowledge of theorganisation including
TechnicalProgramsProcedural functions with TRF amp RI
To maintain effective contact within thephilanthropic community at large and beaware of trends and developments with theirpotential effect on our fundraising activitiesincluding legal and governmental policies
To support the activities and administration of The Australian Rotary Foundation Trust (TARFT) and to act as the secretariat for the board
The Boardbull PDG Lou Johnson ndash Chairman (TAS)bull PDG Joanne Schilling ndash Deputy Chair (NT)bull PDG Monica Saville ndash Treasurer (NSW)bull PDG Tony Castley (NSW)bull PDG John Barnes (VIC)bull PDG Ron Geary (WA)bull PDG Eric Wood (QLD)bull Ian Salmon (NSW)bull Phillip Archer (VIC)bull PDG Bruce Allen - Secretary
Fundraising
Rotary Club
raises money
Rotary club donates
money to another charity
Other charity builds
reputation
Other charity comes back
to Rotary Club for more
money
The cycle of fundraising and giving
hellipto do good in the world
Rotary Club raises Money
Rotary Club contributes to TRF
Rotary club applies for a Grant
The Grant provides funding for local or
international projects
Reputation of the Rotary Club
grows
Lets grow our reputation
Charities in Australia and New Zealand
have a combined total income of nearly$125b annually
Our Charity
Do you give personally to one of these Why not give to our own charity
Rotary International only has one official charity
Most Australians amp Kiwirsquos give to a Charity
On average they give to at least three charities per year
The average Australian gave $318 to Charity last year Source NAB
Only 23 of Rotarians gave to our Charity ndash The Rotary Foundation
Giving is tax deductible through The Australian Rotary Foundation Trust or Guardian Trust in New Zealand
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
1720870
4230 4060
2770
1635
59905190
AUSTRALIA NEW ZEALAND PHILIPPINES INDONESIA
Percentage of Rotarians contributing by Country Group
15-16 16-17
The Rotary Foundation How efficient is The Rotary Foundation
Total Expenditure2016-17
US$271m
168 Administration Cost
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
$3500000
$4000000
$4500000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Club
Club
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Individual
Individual
Contribution Trends - Australia
$-
$100000
$200000
$300000
$400000
$500000
$600000
$700000
$800000
$900000
$1000000
FY2013 FY2014 FY2015 FY2016 FY2017
Club
Club
$-
$50000
$100000
$150000
$200000
$250000
$300000
$350000
$400000
FY2013 FY2014 FY2015 FY2016 FY2017
Individual
Individual
Contribution Trends ndash New Zealand
Reports
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
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D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
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D9700
D9710
D9710
D9710
D9710
D9780
D9780
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D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
ZONE REPRESENTATIVES - THE ROTARY FOUNDATIONbull Beaches Peter Kindredbull Blue Mountains PDG Jennifer Scottbull Central Coast David Rivettbull City North Neil Howiebull Hawkesbury Bob Kaye-Smithbull Lower Central Coast Ross Pearsebull Nepean PDG David Cookbull North Shore PDG Pam Pritchardbull Northwestern Haran Ramachandranbull Riverside PDG Monica Savillebull The Hills PDG Barry Philpsbull Upper Central Coast Liz Northbull Upper North Shore PDG John Cameron
Our Foundation ndash The Broader ViewMark Anderson
Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Who we are What we do
Our Structure
ndash Directors (17 x 2 year terms)
ndash Trustees (15 x 4 year terms)
34 ZonesRRFC ndash Regional
Rotary Foundation Coordinator
EMGA ndashEndowment and
Major Gift Advisor
ARRFC ndashAssistant
Regional Rotary Foundation
Coordinators
540 Districts DRFC ndash District Rotary Foundation Chair
35000 Clubs Foundation Director
The Government of Rotary
RISPPO Serving 64000
Rotarians
Rotary International - Offices
PDG Bruce AllenRegional Head
Grace RamirezRegional Financial Controller
Sally FutoFinance
CoordinatorANZ
Melissa AsanzaFinance
CoordinatorTRF
Ros ONGFinance
CoordinatorPhilippines
Andrew BestClub amp District Support
Barbara MifsudCDS Coordinator
Mary Jane Desmond
CDS Correspondent
PDG Bruce AllenManager TRF
PP Mark AndersonTRF Fund
Development
KrissyAure-Canson
TRF Administration
Juliet Timmerm
anAdministratio
n
Finance Club amp District Support The Rotary Foundation Administration
PP Rob ByrnesTRF Fund
Development
Rotary International South Pacific and Philippines Office (RISPPO)
Total staff worldwide to support Rotarians - 704
The Rotary Foundation Staff at Parramatta
Rotary International Office ndash The Rotary Foundation
bull Donor acquisition and supportbull Paul Harris Fellow Administrationbull Paul Harris Society Administrationbull Major Donor Administration bull Bequest Society Administrationbull Grant advise and supportbull The Australian Rotary Foundation Trust (TARFT)bull Support and information for RRFC EMGA amp DRFC
Fund DevelopmentDeliverables
Develop and maintain a portfolio of key Major andPlanned Giving Prospects with a capacity to make giftsof US$25000 or more
Major Donor
Bequest Society
To prepare and coordinate the presentationof major gift proposals to prospective donors
To average 50 contacts (face to face telephonemajor gift proposals) per month withmajor gift prospects
To assist in the design and implementation of aFundraising plan that enhances
Every Rotarian Every Year
Paul Harris Society
Major Donor upgradesOutright Major Donors
Bequest Society
To assist in planning preparation of Fund Development Activities
bull Needs for Donor cultivationsolicitation tripsbull Rotary Events
bull Support Materials
To actively promote and monitor thePaul Harris Society
In cooperation with each DRFC ensure all Districts have an active PHS Chair
To develop and administer appropriatecultivation stewardship events as neededWork with RRFC EMGA
To provide timely and reliable information
bull Accurate statistical informationbull Adequate audiovisualsbull Appropriate literature
Ensure appropriate materials are requisitionedin advance and stored properly
To focus support on Rotary senior leadership
To support and train volunteer committeeson fund development
To incorporate into all assigned duties a strongthorough and ongoing knowledge of theorganisation including
TechnicalProgramsProcedural functions with TRF amp RI
To maintain effective contact within thephilanthropic community at large and beaware of trends and developments with theirpotential effect on our fundraising activitiesincluding legal and governmental policies
To support the activities and administration of The Australian Rotary Foundation Trust (TARFT) and to act as the secretariat for the board
The Boardbull PDG Lou Johnson ndash Chairman (TAS)bull PDG Joanne Schilling ndash Deputy Chair (NT)bull PDG Monica Saville ndash Treasurer (NSW)bull PDG Tony Castley (NSW)bull PDG John Barnes (VIC)bull PDG Ron Geary (WA)bull PDG Eric Wood (QLD)bull Ian Salmon (NSW)bull Phillip Archer (VIC)bull PDG Bruce Allen - Secretary
Fundraising
Rotary Club
raises money
Rotary club donates
money to another charity
Other charity builds
reputation
Other charity comes back
to Rotary Club for more
money
The cycle of fundraising and giving
hellipto do good in the world
Rotary Club raises Money
Rotary Club contributes to TRF
Rotary club applies for a Grant
The Grant provides funding for local or
international projects
Reputation of the Rotary Club
grows
Lets grow our reputation
Charities in Australia and New Zealand
have a combined total income of nearly$125b annually
Our Charity
Do you give personally to one of these Why not give to our own charity
Rotary International only has one official charity
Most Australians amp Kiwirsquos give to a Charity
On average they give to at least three charities per year
The average Australian gave $318 to Charity last year Source NAB
Only 23 of Rotarians gave to our Charity ndash The Rotary Foundation
Giving is tax deductible through The Australian Rotary Foundation Trust or Guardian Trust in New Zealand
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
1720870
4230 4060
2770
1635
59905190
AUSTRALIA NEW ZEALAND PHILIPPINES INDONESIA
Percentage of Rotarians contributing by Country Group
15-16 16-17
The Rotary Foundation How efficient is The Rotary Foundation
Total Expenditure2016-17
US$271m
168 Administration Cost
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
$3500000
$4000000
$4500000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Club
Club
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Individual
Individual
Contribution Trends - Australia
$-
$100000
$200000
$300000
$400000
$500000
$600000
$700000
$800000
$900000
$1000000
FY2013 FY2014 FY2015 FY2016 FY2017
Club
Club
$-
$50000
$100000
$150000
$200000
$250000
$300000
$350000
$400000
FY2013 FY2014 FY2015 FY2016 FY2017
Individual
Individual
Contribution Trends ndash New Zealand
Reports
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
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D9550
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D9600
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D9710
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Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
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D9520
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D9550
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D9550
D9550
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D9570
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D9600
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D9600
D9600
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D9630
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D9640
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D9640
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D9670
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D9685
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D9810
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D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
Our Foundation ndash The Broader ViewMark Anderson
Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Who we are What we do
Our Structure
ndash Directors (17 x 2 year terms)
ndash Trustees (15 x 4 year terms)
34 ZonesRRFC ndash Regional
Rotary Foundation Coordinator
EMGA ndashEndowment and
Major Gift Advisor
ARRFC ndashAssistant
Regional Rotary Foundation
Coordinators
540 Districts DRFC ndash District Rotary Foundation Chair
35000 Clubs Foundation Director
The Government of Rotary
RISPPO Serving 64000
Rotarians
Rotary International - Offices
PDG Bruce AllenRegional Head
Grace RamirezRegional Financial Controller
Sally FutoFinance
CoordinatorANZ
Melissa AsanzaFinance
CoordinatorTRF
Ros ONGFinance
CoordinatorPhilippines
Andrew BestClub amp District Support
Barbara MifsudCDS Coordinator
Mary Jane Desmond
CDS Correspondent
PDG Bruce AllenManager TRF
PP Mark AndersonTRF Fund
Development
KrissyAure-Canson
TRF Administration
Juliet Timmerm
anAdministratio
n
Finance Club amp District Support The Rotary Foundation Administration
PP Rob ByrnesTRF Fund
Development
Rotary International South Pacific and Philippines Office (RISPPO)
Total staff worldwide to support Rotarians - 704
The Rotary Foundation Staff at Parramatta
Rotary International Office ndash The Rotary Foundation
bull Donor acquisition and supportbull Paul Harris Fellow Administrationbull Paul Harris Society Administrationbull Major Donor Administration bull Bequest Society Administrationbull Grant advise and supportbull The Australian Rotary Foundation Trust (TARFT)bull Support and information for RRFC EMGA amp DRFC
Fund DevelopmentDeliverables
Develop and maintain a portfolio of key Major andPlanned Giving Prospects with a capacity to make giftsof US$25000 or more
Major Donor
Bequest Society
To prepare and coordinate the presentationof major gift proposals to prospective donors
To average 50 contacts (face to face telephonemajor gift proposals) per month withmajor gift prospects
To assist in the design and implementation of aFundraising plan that enhances
Every Rotarian Every Year
Paul Harris Society
Major Donor upgradesOutright Major Donors
Bequest Society
To assist in planning preparation of Fund Development Activities
bull Needs for Donor cultivationsolicitation tripsbull Rotary Events
bull Support Materials
To actively promote and monitor thePaul Harris Society
In cooperation with each DRFC ensure all Districts have an active PHS Chair
To develop and administer appropriatecultivation stewardship events as neededWork with RRFC EMGA
To provide timely and reliable information
bull Accurate statistical informationbull Adequate audiovisualsbull Appropriate literature
Ensure appropriate materials are requisitionedin advance and stored properly
To focus support on Rotary senior leadership
To support and train volunteer committeeson fund development
To incorporate into all assigned duties a strongthorough and ongoing knowledge of theorganisation including
TechnicalProgramsProcedural functions with TRF amp RI
To maintain effective contact within thephilanthropic community at large and beaware of trends and developments with theirpotential effect on our fundraising activitiesincluding legal and governmental policies
To support the activities and administration of The Australian Rotary Foundation Trust (TARFT) and to act as the secretariat for the board
The Boardbull PDG Lou Johnson ndash Chairman (TAS)bull PDG Joanne Schilling ndash Deputy Chair (NT)bull PDG Monica Saville ndash Treasurer (NSW)bull PDG Tony Castley (NSW)bull PDG John Barnes (VIC)bull PDG Ron Geary (WA)bull PDG Eric Wood (QLD)bull Ian Salmon (NSW)bull Phillip Archer (VIC)bull PDG Bruce Allen - Secretary
Fundraising
Rotary Club
raises money
Rotary club donates
money to another charity
Other charity builds
reputation
Other charity comes back
to Rotary Club for more
money
The cycle of fundraising and giving
hellipto do good in the world
Rotary Club raises Money
Rotary Club contributes to TRF
Rotary club applies for a Grant
The Grant provides funding for local or
international projects
Reputation of the Rotary Club
grows
Lets grow our reputation
Charities in Australia and New Zealand
have a combined total income of nearly$125b annually
Our Charity
Do you give personally to one of these Why not give to our own charity
Rotary International only has one official charity
Most Australians amp Kiwirsquos give to a Charity
On average they give to at least three charities per year
The average Australian gave $318 to Charity last year Source NAB
Only 23 of Rotarians gave to our Charity ndash The Rotary Foundation
Giving is tax deductible through The Australian Rotary Foundation Trust or Guardian Trust in New Zealand
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
1720870
4230 4060
2770
1635
59905190
AUSTRALIA NEW ZEALAND PHILIPPINES INDONESIA
Percentage of Rotarians contributing by Country Group
15-16 16-17
The Rotary Foundation How efficient is The Rotary Foundation
Total Expenditure2016-17
US$271m
168 Administration Cost
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
$3500000
$4000000
$4500000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Club
Club
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Individual
Individual
Contribution Trends - Australia
$-
$100000
$200000
$300000
$400000
$500000
$600000
$700000
$800000
$900000
$1000000
FY2013 FY2014 FY2015 FY2016 FY2017
Club
Club
$-
$50000
$100000
$150000
$200000
$250000
$300000
$350000
$400000
FY2013 FY2014 FY2015 FY2016 FY2017
Individual
Individual
Contribution Trends ndash New Zealand
Reports
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
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D9600
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D9650
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D9800
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D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
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D9520
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D9550
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D9550
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D9570
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D9600
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D9600
D9600
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D9630
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D9640
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D9640
D9650
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D9670
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D9670
D9675
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D9685
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D9700
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D9710
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D9780
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D9790
D9790
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D9800
D9810
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D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
RISPPORotary International South Pacific and Philippines Office
Who we are What we do
Our Structure
ndash Directors (17 x 2 year terms)
ndash Trustees (15 x 4 year terms)
34 ZonesRRFC ndash Regional
Rotary Foundation Coordinator
EMGA ndashEndowment and
Major Gift Advisor
ARRFC ndashAssistant
Regional Rotary Foundation
Coordinators
540 Districts DRFC ndash District Rotary Foundation Chair
35000 Clubs Foundation Director
The Government of Rotary
RISPPO Serving 64000
Rotarians
Rotary International - Offices
PDG Bruce AllenRegional Head
Grace RamirezRegional Financial Controller
Sally FutoFinance
CoordinatorANZ
Melissa AsanzaFinance
CoordinatorTRF
Ros ONGFinance
CoordinatorPhilippines
Andrew BestClub amp District Support
Barbara MifsudCDS Coordinator
Mary Jane Desmond
CDS Correspondent
PDG Bruce AllenManager TRF
PP Mark AndersonTRF Fund
Development
KrissyAure-Canson
TRF Administration
Juliet Timmerm
anAdministratio
n
Finance Club amp District Support The Rotary Foundation Administration
PP Rob ByrnesTRF Fund
Development
Rotary International South Pacific and Philippines Office (RISPPO)
Total staff worldwide to support Rotarians - 704
The Rotary Foundation Staff at Parramatta
Rotary International Office ndash The Rotary Foundation
bull Donor acquisition and supportbull Paul Harris Fellow Administrationbull Paul Harris Society Administrationbull Major Donor Administration bull Bequest Society Administrationbull Grant advise and supportbull The Australian Rotary Foundation Trust (TARFT)bull Support and information for RRFC EMGA amp DRFC
Fund DevelopmentDeliverables
Develop and maintain a portfolio of key Major andPlanned Giving Prospects with a capacity to make giftsof US$25000 or more
Major Donor
Bequest Society
To prepare and coordinate the presentationof major gift proposals to prospective donors
To average 50 contacts (face to face telephonemajor gift proposals) per month withmajor gift prospects
To assist in the design and implementation of aFundraising plan that enhances
Every Rotarian Every Year
Paul Harris Society
Major Donor upgradesOutright Major Donors
Bequest Society
To assist in planning preparation of Fund Development Activities
bull Needs for Donor cultivationsolicitation tripsbull Rotary Events
bull Support Materials
To actively promote and monitor thePaul Harris Society
In cooperation with each DRFC ensure all Districts have an active PHS Chair
To develop and administer appropriatecultivation stewardship events as neededWork with RRFC EMGA
To provide timely and reliable information
bull Accurate statistical informationbull Adequate audiovisualsbull Appropriate literature
Ensure appropriate materials are requisitionedin advance and stored properly
To focus support on Rotary senior leadership
To support and train volunteer committeeson fund development
To incorporate into all assigned duties a strongthorough and ongoing knowledge of theorganisation including
TechnicalProgramsProcedural functions with TRF amp RI
To maintain effective contact within thephilanthropic community at large and beaware of trends and developments with theirpotential effect on our fundraising activitiesincluding legal and governmental policies
To support the activities and administration of The Australian Rotary Foundation Trust (TARFT) and to act as the secretariat for the board
The Boardbull PDG Lou Johnson ndash Chairman (TAS)bull PDG Joanne Schilling ndash Deputy Chair (NT)bull PDG Monica Saville ndash Treasurer (NSW)bull PDG Tony Castley (NSW)bull PDG John Barnes (VIC)bull PDG Ron Geary (WA)bull PDG Eric Wood (QLD)bull Ian Salmon (NSW)bull Phillip Archer (VIC)bull PDG Bruce Allen - Secretary
Fundraising
Rotary Club
raises money
Rotary club donates
money to another charity
Other charity builds
reputation
Other charity comes back
to Rotary Club for more
money
The cycle of fundraising and giving
hellipto do good in the world
Rotary Club raises Money
Rotary Club contributes to TRF
Rotary club applies for a Grant
The Grant provides funding for local or
international projects
Reputation of the Rotary Club
grows
Lets grow our reputation
Charities in Australia and New Zealand
have a combined total income of nearly$125b annually
Our Charity
Do you give personally to one of these Why not give to our own charity
Rotary International only has one official charity
Most Australians amp Kiwirsquos give to a Charity
On average they give to at least three charities per year
The average Australian gave $318 to Charity last year Source NAB
Only 23 of Rotarians gave to our Charity ndash The Rotary Foundation
Giving is tax deductible through The Australian Rotary Foundation Trust or Guardian Trust in New Zealand
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
1720870
4230 4060
2770
1635
59905190
AUSTRALIA NEW ZEALAND PHILIPPINES INDONESIA
Percentage of Rotarians contributing by Country Group
15-16 16-17
The Rotary Foundation How efficient is The Rotary Foundation
Total Expenditure2016-17
US$271m
168 Administration Cost
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
$3500000
$4000000
$4500000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Club
Club
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Individual
Individual
Contribution Trends - Australia
$-
$100000
$200000
$300000
$400000
$500000
$600000
$700000
$800000
$900000
$1000000
FY2013 FY2014 FY2015 FY2016 FY2017
Club
Club
$-
$50000
$100000
$150000
$200000
$250000
$300000
$350000
$400000
FY2013 FY2014 FY2015 FY2016 FY2017
Individual
Individual
Contribution Trends ndash New Zealand
Reports
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
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Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
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D9520
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D9550
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D9550
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D9570
D9570
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D9600
D9600
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D9600
D9630
D9630
D9630
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D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
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D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
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D9710
D9710
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D9710
D9780
D9780
D9780
D9780
D9790
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D9790
D9800
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D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
Our Structure
ndash Directors (17 x 2 year terms)
ndash Trustees (15 x 4 year terms)
34 ZonesRRFC ndash Regional
Rotary Foundation Coordinator
EMGA ndashEndowment and
Major Gift Advisor
ARRFC ndashAssistant
Regional Rotary Foundation
Coordinators
540 Districts DRFC ndash District Rotary Foundation Chair
35000 Clubs Foundation Director
The Government of Rotary
RISPPO Serving 64000
Rotarians
Rotary International - Offices
PDG Bruce AllenRegional Head
Grace RamirezRegional Financial Controller
Sally FutoFinance
CoordinatorANZ
Melissa AsanzaFinance
CoordinatorTRF
Ros ONGFinance
CoordinatorPhilippines
Andrew BestClub amp District Support
Barbara MifsudCDS Coordinator
Mary Jane Desmond
CDS Correspondent
PDG Bruce AllenManager TRF
PP Mark AndersonTRF Fund
Development
KrissyAure-Canson
TRF Administration
Juliet Timmerm
anAdministratio
n
Finance Club amp District Support The Rotary Foundation Administration
PP Rob ByrnesTRF Fund
Development
Rotary International South Pacific and Philippines Office (RISPPO)
Total staff worldwide to support Rotarians - 704
The Rotary Foundation Staff at Parramatta
Rotary International Office ndash The Rotary Foundation
bull Donor acquisition and supportbull Paul Harris Fellow Administrationbull Paul Harris Society Administrationbull Major Donor Administration bull Bequest Society Administrationbull Grant advise and supportbull The Australian Rotary Foundation Trust (TARFT)bull Support and information for RRFC EMGA amp DRFC
Fund DevelopmentDeliverables
Develop and maintain a portfolio of key Major andPlanned Giving Prospects with a capacity to make giftsof US$25000 or more
Major Donor
Bequest Society
To prepare and coordinate the presentationof major gift proposals to prospective donors
To average 50 contacts (face to face telephonemajor gift proposals) per month withmajor gift prospects
To assist in the design and implementation of aFundraising plan that enhances
Every Rotarian Every Year
Paul Harris Society
Major Donor upgradesOutright Major Donors
Bequest Society
To assist in planning preparation of Fund Development Activities
bull Needs for Donor cultivationsolicitation tripsbull Rotary Events
bull Support Materials
To actively promote and monitor thePaul Harris Society
In cooperation with each DRFC ensure all Districts have an active PHS Chair
To develop and administer appropriatecultivation stewardship events as neededWork with RRFC EMGA
To provide timely and reliable information
bull Accurate statistical informationbull Adequate audiovisualsbull Appropriate literature
Ensure appropriate materials are requisitionedin advance and stored properly
To focus support on Rotary senior leadership
To support and train volunteer committeeson fund development
To incorporate into all assigned duties a strongthorough and ongoing knowledge of theorganisation including
TechnicalProgramsProcedural functions with TRF amp RI
To maintain effective contact within thephilanthropic community at large and beaware of trends and developments with theirpotential effect on our fundraising activitiesincluding legal and governmental policies
To support the activities and administration of The Australian Rotary Foundation Trust (TARFT) and to act as the secretariat for the board
The Boardbull PDG Lou Johnson ndash Chairman (TAS)bull PDG Joanne Schilling ndash Deputy Chair (NT)bull PDG Monica Saville ndash Treasurer (NSW)bull PDG Tony Castley (NSW)bull PDG John Barnes (VIC)bull PDG Ron Geary (WA)bull PDG Eric Wood (QLD)bull Ian Salmon (NSW)bull Phillip Archer (VIC)bull PDG Bruce Allen - Secretary
Fundraising
Rotary Club
raises money
Rotary club donates
money to another charity
Other charity builds
reputation
Other charity comes back
to Rotary Club for more
money
The cycle of fundraising and giving
hellipto do good in the world
Rotary Club raises Money
Rotary Club contributes to TRF
Rotary club applies for a Grant
The Grant provides funding for local or
international projects
Reputation of the Rotary Club
grows
Lets grow our reputation
Charities in Australia and New Zealand
have a combined total income of nearly$125b annually
Our Charity
Do you give personally to one of these Why not give to our own charity
Rotary International only has one official charity
Most Australians amp Kiwirsquos give to a Charity
On average they give to at least three charities per year
The average Australian gave $318 to Charity last year Source NAB
Only 23 of Rotarians gave to our Charity ndash The Rotary Foundation
Giving is tax deductible through The Australian Rotary Foundation Trust or Guardian Trust in New Zealand
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
1720870
4230 4060
2770
1635
59905190
AUSTRALIA NEW ZEALAND PHILIPPINES INDONESIA
Percentage of Rotarians contributing by Country Group
15-16 16-17
The Rotary Foundation How efficient is The Rotary Foundation
Total Expenditure2016-17
US$271m
168 Administration Cost
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
$3500000
$4000000
$4500000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Club
Club
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Individual
Individual
Contribution Trends - Australia
$-
$100000
$200000
$300000
$400000
$500000
$600000
$700000
$800000
$900000
$1000000
FY2013 FY2014 FY2015 FY2016 FY2017
Club
Club
$-
$50000
$100000
$150000
$200000
$250000
$300000
$350000
$400000
FY2013 FY2014 FY2015 FY2016 FY2017
Individual
Individual
Contribution Trends ndash New Zealand
Reports
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
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D9650
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D9790
D9800
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D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
ndash Directors (17 x 2 year terms)
ndash Trustees (15 x 4 year terms)
34 ZonesRRFC ndash Regional
Rotary Foundation Coordinator
EMGA ndashEndowment and
Major Gift Advisor
ARRFC ndashAssistant
Regional Rotary Foundation
Coordinators
540 Districts DRFC ndash District Rotary Foundation Chair
35000 Clubs Foundation Director
The Government of Rotary
RISPPO Serving 64000
Rotarians
Rotary International - Offices
PDG Bruce AllenRegional Head
Grace RamirezRegional Financial Controller
Sally FutoFinance
CoordinatorANZ
Melissa AsanzaFinance
CoordinatorTRF
Ros ONGFinance
CoordinatorPhilippines
Andrew BestClub amp District Support
Barbara MifsudCDS Coordinator
Mary Jane Desmond
CDS Correspondent
PDG Bruce AllenManager TRF
PP Mark AndersonTRF Fund
Development
KrissyAure-Canson
TRF Administration
Juliet Timmerm
anAdministratio
n
Finance Club amp District Support The Rotary Foundation Administration
PP Rob ByrnesTRF Fund
Development
Rotary International South Pacific and Philippines Office (RISPPO)
Total staff worldwide to support Rotarians - 704
The Rotary Foundation Staff at Parramatta
Rotary International Office ndash The Rotary Foundation
bull Donor acquisition and supportbull Paul Harris Fellow Administrationbull Paul Harris Society Administrationbull Major Donor Administration bull Bequest Society Administrationbull Grant advise and supportbull The Australian Rotary Foundation Trust (TARFT)bull Support and information for RRFC EMGA amp DRFC
Fund DevelopmentDeliverables
Develop and maintain a portfolio of key Major andPlanned Giving Prospects with a capacity to make giftsof US$25000 or more
Major Donor
Bequest Society
To prepare and coordinate the presentationof major gift proposals to prospective donors
To average 50 contacts (face to face telephonemajor gift proposals) per month withmajor gift prospects
To assist in the design and implementation of aFundraising plan that enhances
Every Rotarian Every Year
Paul Harris Society
Major Donor upgradesOutright Major Donors
Bequest Society
To assist in planning preparation of Fund Development Activities
bull Needs for Donor cultivationsolicitation tripsbull Rotary Events
bull Support Materials
To actively promote and monitor thePaul Harris Society
In cooperation with each DRFC ensure all Districts have an active PHS Chair
To develop and administer appropriatecultivation stewardship events as neededWork with RRFC EMGA
To provide timely and reliable information
bull Accurate statistical informationbull Adequate audiovisualsbull Appropriate literature
Ensure appropriate materials are requisitionedin advance and stored properly
To focus support on Rotary senior leadership
To support and train volunteer committeeson fund development
To incorporate into all assigned duties a strongthorough and ongoing knowledge of theorganisation including
TechnicalProgramsProcedural functions with TRF amp RI
To maintain effective contact within thephilanthropic community at large and beaware of trends and developments with theirpotential effect on our fundraising activitiesincluding legal and governmental policies
To support the activities and administration of The Australian Rotary Foundation Trust (TARFT) and to act as the secretariat for the board
The Boardbull PDG Lou Johnson ndash Chairman (TAS)bull PDG Joanne Schilling ndash Deputy Chair (NT)bull PDG Monica Saville ndash Treasurer (NSW)bull PDG Tony Castley (NSW)bull PDG John Barnes (VIC)bull PDG Ron Geary (WA)bull PDG Eric Wood (QLD)bull Ian Salmon (NSW)bull Phillip Archer (VIC)bull PDG Bruce Allen - Secretary
Fundraising
Rotary Club
raises money
Rotary club donates
money to another charity
Other charity builds
reputation
Other charity comes back
to Rotary Club for more
money
The cycle of fundraising and giving
hellipto do good in the world
Rotary Club raises Money
Rotary Club contributes to TRF
Rotary club applies for a Grant
The Grant provides funding for local or
international projects
Reputation of the Rotary Club
grows
Lets grow our reputation
Charities in Australia and New Zealand
have a combined total income of nearly$125b annually
Our Charity
Do you give personally to one of these Why not give to our own charity
Rotary International only has one official charity
Most Australians amp Kiwirsquos give to a Charity
On average they give to at least three charities per year
The average Australian gave $318 to Charity last year Source NAB
Only 23 of Rotarians gave to our Charity ndash The Rotary Foundation
Giving is tax deductible through The Australian Rotary Foundation Trust or Guardian Trust in New Zealand
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
1720870
4230 4060
2770
1635
59905190
AUSTRALIA NEW ZEALAND PHILIPPINES INDONESIA
Percentage of Rotarians contributing by Country Group
15-16 16-17
The Rotary Foundation How efficient is The Rotary Foundation
Total Expenditure2016-17
US$271m
168 Administration Cost
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
$3500000
$4000000
$4500000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Club
Club
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Individual
Individual
Contribution Trends - Australia
$-
$100000
$200000
$300000
$400000
$500000
$600000
$700000
$800000
$900000
$1000000
FY2013 FY2014 FY2015 FY2016 FY2017
Club
Club
$-
$50000
$100000
$150000
$200000
$250000
$300000
$350000
$400000
FY2013 FY2014 FY2015 FY2016 FY2017
Individual
Individual
Contribution Trends ndash New Zealand
Reports
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
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D9650
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D9685
D9700
D9710
D9780
D9790
D9800
D9810
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D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
RISPPO Serving 64000
Rotarians
Rotary International - Offices
PDG Bruce AllenRegional Head
Grace RamirezRegional Financial Controller
Sally FutoFinance
CoordinatorANZ
Melissa AsanzaFinance
CoordinatorTRF
Ros ONGFinance
CoordinatorPhilippines
Andrew BestClub amp District Support
Barbara MifsudCDS Coordinator
Mary Jane Desmond
CDS Correspondent
PDG Bruce AllenManager TRF
PP Mark AndersonTRF Fund
Development
KrissyAure-Canson
TRF Administration
Juliet Timmerm
anAdministratio
n
Finance Club amp District Support The Rotary Foundation Administration
PP Rob ByrnesTRF Fund
Development
Rotary International South Pacific and Philippines Office (RISPPO)
Total staff worldwide to support Rotarians - 704
The Rotary Foundation Staff at Parramatta
Rotary International Office ndash The Rotary Foundation
bull Donor acquisition and supportbull Paul Harris Fellow Administrationbull Paul Harris Society Administrationbull Major Donor Administration bull Bequest Society Administrationbull Grant advise and supportbull The Australian Rotary Foundation Trust (TARFT)bull Support and information for RRFC EMGA amp DRFC
Fund DevelopmentDeliverables
Develop and maintain a portfolio of key Major andPlanned Giving Prospects with a capacity to make giftsof US$25000 or more
Major Donor
Bequest Society
To prepare and coordinate the presentationof major gift proposals to prospective donors
To average 50 contacts (face to face telephonemajor gift proposals) per month withmajor gift prospects
To assist in the design and implementation of aFundraising plan that enhances
Every Rotarian Every Year
Paul Harris Society
Major Donor upgradesOutright Major Donors
Bequest Society
To assist in planning preparation of Fund Development Activities
bull Needs for Donor cultivationsolicitation tripsbull Rotary Events
bull Support Materials
To actively promote and monitor thePaul Harris Society
In cooperation with each DRFC ensure all Districts have an active PHS Chair
To develop and administer appropriatecultivation stewardship events as neededWork with RRFC EMGA
To provide timely and reliable information
bull Accurate statistical informationbull Adequate audiovisualsbull Appropriate literature
Ensure appropriate materials are requisitionedin advance and stored properly
To focus support on Rotary senior leadership
To support and train volunteer committeeson fund development
To incorporate into all assigned duties a strongthorough and ongoing knowledge of theorganisation including
TechnicalProgramsProcedural functions with TRF amp RI
To maintain effective contact within thephilanthropic community at large and beaware of trends and developments with theirpotential effect on our fundraising activitiesincluding legal and governmental policies
To support the activities and administration of The Australian Rotary Foundation Trust (TARFT) and to act as the secretariat for the board
The Boardbull PDG Lou Johnson ndash Chairman (TAS)bull PDG Joanne Schilling ndash Deputy Chair (NT)bull PDG Monica Saville ndash Treasurer (NSW)bull PDG Tony Castley (NSW)bull PDG John Barnes (VIC)bull PDG Ron Geary (WA)bull PDG Eric Wood (QLD)bull Ian Salmon (NSW)bull Phillip Archer (VIC)bull PDG Bruce Allen - Secretary
Fundraising
Rotary Club
raises money
Rotary club donates
money to another charity
Other charity builds
reputation
Other charity comes back
to Rotary Club for more
money
The cycle of fundraising and giving
hellipto do good in the world
Rotary Club raises Money
Rotary Club contributes to TRF
Rotary club applies for a Grant
The Grant provides funding for local or
international projects
Reputation of the Rotary Club
grows
Lets grow our reputation
Charities in Australia and New Zealand
have a combined total income of nearly$125b annually
Our Charity
Do you give personally to one of these Why not give to our own charity
Rotary International only has one official charity
Most Australians amp Kiwirsquos give to a Charity
On average they give to at least three charities per year
The average Australian gave $318 to Charity last year Source NAB
Only 23 of Rotarians gave to our Charity ndash The Rotary Foundation
Giving is tax deductible through The Australian Rotary Foundation Trust or Guardian Trust in New Zealand
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
1720870
4230 4060
2770
1635
59905190
AUSTRALIA NEW ZEALAND PHILIPPINES INDONESIA
Percentage of Rotarians contributing by Country Group
15-16 16-17
The Rotary Foundation How efficient is The Rotary Foundation
Total Expenditure2016-17
US$271m
168 Administration Cost
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
$3500000
$4000000
$4500000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Club
Club
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Individual
Individual
Contribution Trends - Australia
$-
$100000
$200000
$300000
$400000
$500000
$600000
$700000
$800000
$900000
$1000000
FY2013 FY2014 FY2015 FY2016 FY2017
Club
Club
$-
$50000
$100000
$150000
$200000
$250000
$300000
$350000
$400000
FY2013 FY2014 FY2015 FY2016 FY2017
Individual
Individual
Contribution Trends ndash New Zealand
Reports
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
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Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
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D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
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D9675
D9675
D9685
D9685
D9685
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D9700
D9700
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D9710
D9710
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D9780
D9780
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D9790
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D9800
D9800
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D9820
D9830
D9830
D9830
D9830
PDG Bruce AllenRegional Head
Grace RamirezRegional Financial Controller
Sally FutoFinance
CoordinatorANZ
Melissa AsanzaFinance
CoordinatorTRF
Ros ONGFinance
CoordinatorPhilippines
Andrew BestClub amp District Support
Barbara MifsudCDS Coordinator
Mary Jane Desmond
CDS Correspondent
PDG Bruce AllenManager TRF
PP Mark AndersonTRF Fund
Development
KrissyAure-Canson
TRF Administration
Juliet Timmerm
anAdministratio
n
Finance Club amp District Support The Rotary Foundation Administration
PP Rob ByrnesTRF Fund
Development
Rotary International South Pacific and Philippines Office (RISPPO)
Total staff worldwide to support Rotarians - 704
The Rotary Foundation Staff at Parramatta
Rotary International Office ndash The Rotary Foundation
bull Donor acquisition and supportbull Paul Harris Fellow Administrationbull Paul Harris Society Administrationbull Major Donor Administration bull Bequest Society Administrationbull Grant advise and supportbull The Australian Rotary Foundation Trust (TARFT)bull Support and information for RRFC EMGA amp DRFC
Fund DevelopmentDeliverables
Develop and maintain a portfolio of key Major andPlanned Giving Prospects with a capacity to make giftsof US$25000 or more
Major Donor
Bequest Society
To prepare and coordinate the presentationof major gift proposals to prospective donors
To average 50 contacts (face to face telephonemajor gift proposals) per month withmajor gift prospects
To assist in the design and implementation of aFundraising plan that enhances
Every Rotarian Every Year
Paul Harris Society
Major Donor upgradesOutright Major Donors
Bequest Society
To assist in planning preparation of Fund Development Activities
bull Needs for Donor cultivationsolicitation tripsbull Rotary Events
bull Support Materials
To actively promote and monitor thePaul Harris Society
In cooperation with each DRFC ensure all Districts have an active PHS Chair
To develop and administer appropriatecultivation stewardship events as neededWork with RRFC EMGA
To provide timely and reliable information
bull Accurate statistical informationbull Adequate audiovisualsbull Appropriate literature
Ensure appropriate materials are requisitionedin advance and stored properly
To focus support on Rotary senior leadership
To support and train volunteer committeeson fund development
To incorporate into all assigned duties a strongthorough and ongoing knowledge of theorganisation including
TechnicalProgramsProcedural functions with TRF amp RI
To maintain effective contact within thephilanthropic community at large and beaware of trends and developments with theirpotential effect on our fundraising activitiesincluding legal and governmental policies
To support the activities and administration of The Australian Rotary Foundation Trust (TARFT) and to act as the secretariat for the board
The Boardbull PDG Lou Johnson ndash Chairman (TAS)bull PDG Joanne Schilling ndash Deputy Chair (NT)bull PDG Monica Saville ndash Treasurer (NSW)bull PDG Tony Castley (NSW)bull PDG John Barnes (VIC)bull PDG Ron Geary (WA)bull PDG Eric Wood (QLD)bull Ian Salmon (NSW)bull Phillip Archer (VIC)bull PDG Bruce Allen - Secretary
Fundraising
Rotary Club
raises money
Rotary club donates
money to another charity
Other charity builds
reputation
Other charity comes back
to Rotary Club for more
money
The cycle of fundraising and giving
hellipto do good in the world
Rotary Club raises Money
Rotary Club contributes to TRF
Rotary club applies for a Grant
The Grant provides funding for local or
international projects
Reputation of the Rotary Club
grows
Lets grow our reputation
Charities in Australia and New Zealand
have a combined total income of nearly$125b annually
Our Charity
Do you give personally to one of these Why not give to our own charity
Rotary International only has one official charity
Most Australians amp Kiwirsquos give to a Charity
On average they give to at least three charities per year
The average Australian gave $318 to Charity last year Source NAB
Only 23 of Rotarians gave to our Charity ndash The Rotary Foundation
Giving is tax deductible through The Australian Rotary Foundation Trust or Guardian Trust in New Zealand
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
1720870
4230 4060
2770
1635
59905190
AUSTRALIA NEW ZEALAND PHILIPPINES INDONESIA
Percentage of Rotarians contributing by Country Group
15-16 16-17
The Rotary Foundation How efficient is The Rotary Foundation
Total Expenditure2016-17
US$271m
168 Administration Cost
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
$3500000
$4000000
$4500000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Club
Club
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Individual
Individual
Contribution Trends - Australia
$-
$100000
$200000
$300000
$400000
$500000
$600000
$700000
$800000
$900000
$1000000
FY2013 FY2014 FY2015 FY2016 FY2017
Club
Club
$-
$50000
$100000
$150000
$200000
$250000
$300000
$350000
$400000
FY2013 FY2014 FY2015 FY2016 FY2017
Individual
Individual
Contribution Trends ndash New Zealand
Reports
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
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D9800
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D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
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D9650
D9650
D9670
D9670
D9670
D9670
D9675
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D9675
D9675
D9685
D9685
D9685
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D9700
D9700
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D9710
D9710
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D9790
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D9800
D9800
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D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
The Rotary Foundation Staff at Parramatta
Rotary International Office ndash The Rotary Foundation
bull Donor acquisition and supportbull Paul Harris Fellow Administrationbull Paul Harris Society Administrationbull Major Donor Administration bull Bequest Society Administrationbull Grant advise and supportbull The Australian Rotary Foundation Trust (TARFT)bull Support and information for RRFC EMGA amp DRFC
Fund DevelopmentDeliverables
Develop and maintain a portfolio of key Major andPlanned Giving Prospects with a capacity to make giftsof US$25000 or more
Major Donor
Bequest Society
To prepare and coordinate the presentationof major gift proposals to prospective donors
To average 50 contacts (face to face telephonemajor gift proposals) per month withmajor gift prospects
To assist in the design and implementation of aFundraising plan that enhances
Every Rotarian Every Year
Paul Harris Society
Major Donor upgradesOutright Major Donors
Bequest Society
To assist in planning preparation of Fund Development Activities
bull Needs for Donor cultivationsolicitation tripsbull Rotary Events
bull Support Materials
To actively promote and monitor thePaul Harris Society
In cooperation with each DRFC ensure all Districts have an active PHS Chair
To develop and administer appropriatecultivation stewardship events as neededWork with RRFC EMGA
To provide timely and reliable information
bull Accurate statistical informationbull Adequate audiovisualsbull Appropriate literature
Ensure appropriate materials are requisitionedin advance and stored properly
To focus support on Rotary senior leadership
To support and train volunteer committeeson fund development
To incorporate into all assigned duties a strongthorough and ongoing knowledge of theorganisation including
TechnicalProgramsProcedural functions with TRF amp RI
To maintain effective contact within thephilanthropic community at large and beaware of trends and developments with theirpotential effect on our fundraising activitiesincluding legal and governmental policies
To support the activities and administration of The Australian Rotary Foundation Trust (TARFT) and to act as the secretariat for the board
The Boardbull PDG Lou Johnson ndash Chairman (TAS)bull PDG Joanne Schilling ndash Deputy Chair (NT)bull PDG Monica Saville ndash Treasurer (NSW)bull PDG Tony Castley (NSW)bull PDG John Barnes (VIC)bull PDG Ron Geary (WA)bull PDG Eric Wood (QLD)bull Ian Salmon (NSW)bull Phillip Archer (VIC)bull PDG Bruce Allen - Secretary
Fundraising
Rotary Club
raises money
Rotary club donates
money to another charity
Other charity builds
reputation
Other charity comes back
to Rotary Club for more
money
The cycle of fundraising and giving
hellipto do good in the world
Rotary Club raises Money
Rotary Club contributes to TRF
Rotary club applies for a Grant
The Grant provides funding for local or
international projects
Reputation of the Rotary Club
grows
Lets grow our reputation
Charities in Australia and New Zealand
have a combined total income of nearly$125b annually
Our Charity
Do you give personally to one of these Why not give to our own charity
Rotary International only has one official charity
Most Australians amp Kiwirsquos give to a Charity
On average they give to at least three charities per year
The average Australian gave $318 to Charity last year Source NAB
Only 23 of Rotarians gave to our Charity ndash The Rotary Foundation
Giving is tax deductible through The Australian Rotary Foundation Trust or Guardian Trust in New Zealand
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
1720870
4230 4060
2770
1635
59905190
AUSTRALIA NEW ZEALAND PHILIPPINES INDONESIA
Percentage of Rotarians contributing by Country Group
15-16 16-17
The Rotary Foundation How efficient is The Rotary Foundation
Total Expenditure2016-17
US$271m
168 Administration Cost
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
$3500000
$4000000
$4500000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Club
Club
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Individual
Individual
Contribution Trends - Australia
$-
$100000
$200000
$300000
$400000
$500000
$600000
$700000
$800000
$900000
$1000000
FY2013 FY2014 FY2015 FY2016 FY2017
Club
Club
$-
$50000
$100000
$150000
$200000
$250000
$300000
$350000
$400000
FY2013 FY2014 FY2015 FY2016 FY2017
Individual
Individual
Contribution Trends ndash New Zealand
Reports
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
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D9800
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Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
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D9550
D9550
D9570
D9570
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D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
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D9640
D9650
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D9650
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D9670
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D9675
D9675
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D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
Rotary International Office ndash The Rotary Foundation
bull Donor acquisition and supportbull Paul Harris Fellow Administrationbull Paul Harris Society Administrationbull Major Donor Administration bull Bequest Society Administrationbull Grant advise and supportbull The Australian Rotary Foundation Trust (TARFT)bull Support and information for RRFC EMGA amp DRFC
Fund DevelopmentDeliverables
Develop and maintain a portfolio of key Major andPlanned Giving Prospects with a capacity to make giftsof US$25000 or more
Major Donor
Bequest Society
To prepare and coordinate the presentationof major gift proposals to prospective donors
To average 50 contacts (face to face telephonemajor gift proposals) per month withmajor gift prospects
To assist in the design and implementation of aFundraising plan that enhances
Every Rotarian Every Year
Paul Harris Society
Major Donor upgradesOutright Major Donors
Bequest Society
To assist in planning preparation of Fund Development Activities
bull Needs for Donor cultivationsolicitation tripsbull Rotary Events
bull Support Materials
To actively promote and monitor thePaul Harris Society
In cooperation with each DRFC ensure all Districts have an active PHS Chair
To develop and administer appropriatecultivation stewardship events as neededWork with RRFC EMGA
To provide timely and reliable information
bull Accurate statistical informationbull Adequate audiovisualsbull Appropriate literature
Ensure appropriate materials are requisitionedin advance and stored properly
To focus support on Rotary senior leadership
To support and train volunteer committeeson fund development
To incorporate into all assigned duties a strongthorough and ongoing knowledge of theorganisation including
TechnicalProgramsProcedural functions with TRF amp RI
To maintain effective contact within thephilanthropic community at large and beaware of trends and developments with theirpotential effect on our fundraising activitiesincluding legal and governmental policies
To support the activities and administration of The Australian Rotary Foundation Trust (TARFT) and to act as the secretariat for the board
The Boardbull PDG Lou Johnson ndash Chairman (TAS)bull PDG Joanne Schilling ndash Deputy Chair (NT)bull PDG Monica Saville ndash Treasurer (NSW)bull PDG Tony Castley (NSW)bull PDG John Barnes (VIC)bull PDG Ron Geary (WA)bull PDG Eric Wood (QLD)bull Ian Salmon (NSW)bull Phillip Archer (VIC)bull PDG Bruce Allen - Secretary
Fundraising
Rotary Club
raises money
Rotary club donates
money to another charity
Other charity builds
reputation
Other charity comes back
to Rotary Club for more
money
The cycle of fundraising and giving
hellipto do good in the world
Rotary Club raises Money
Rotary Club contributes to TRF
Rotary club applies for a Grant
The Grant provides funding for local or
international projects
Reputation of the Rotary Club
grows
Lets grow our reputation
Charities in Australia and New Zealand
have a combined total income of nearly$125b annually
Our Charity
Do you give personally to one of these Why not give to our own charity
Rotary International only has one official charity
Most Australians amp Kiwirsquos give to a Charity
On average they give to at least three charities per year
The average Australian gave $318 to Charity last year Source NAB
Only 23 of Rotarians gave to our Charity ndash The Rotary Foundation
Giving is tax deductible through The Australian Rotary Foundation Trust or Guardian Trust in New Zealand
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
1720870
4230 4060
2770
1635
59905190
AUSTRALIA NEW ZEALAND PHILIPPINES INDONESIA
Percentage of Rotarians contributing by Country Group
15-16 16-17
The Rotary Foundation How efficient is The Rotary Foundation
Total Expenditure2016-17
US$271m
168 Administration Cost
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
$3500000
$4000000
$4500000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Club
Club
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Individual
Individual
Contribution Trends - Australia
$-
$100000
$200000
$300000
$400000
$500000
$600000
$700000
$800000
$900000
$1000000
FY2013 FY2014 FY2015 FY2016 FY2017
Club
Club
$-
$50000
$100000
$150000
$200000
$250000
$300000
$350000
$400000
FY2013 FY2014 FY2015 FY2016 FY2017
Individual
Individual
Contribution Trends ndash New Zealand
Reports
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
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Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
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D9500
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D9520
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D9550
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D9600
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D9600
D9600
D9630
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D9640
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D9830
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Fund DevelopmentDeliverables
Develop and maintain a portfolio of key Major andPlanned Giving Prospects with a capacity to make giftsof US$25000 or more
Major Donor
Bequest Society
To prepare and coordinate the presentationof major gift proposals to prospective donors
To average 50 contacts (face to face telephonemajor gift proposals) per month withmajor gift prospects
To assist in the design and implementation of aFundraising plan that enhances
Every Rotarian Every Year
Paul Harris Society
Major Donor upgradesOutright Major Donors
Bequest Society
To assist in planning preparation of Fund Development Activities
bull Needs for Donor cultivationsolicitation tripsbull Rotary Events
bull Support Materials
To actively promote and monitor thePaul Harris Society
In cooperation with each DRFC ensure all Districts have an active PHS Chair
To develop and administer appropriatecultivation stewardship events as neededWork with RRFC EMGA
To provide timely and reliable information
bull Accurate statistical informationbull Adequate audiovisualsbull Appropriate literature
Ensure appropriate materials are requisitionedin advance and stored properly
To focus support on Rotary senior leadership
To support and train volunteer committeeson fund development
To incorporate into all assigned duties a strongthorough and ongoing knowledge of theorganisation including
TechnicalProgramsProcedural functions with TRF amp RI
To maintain effective contact within thephilanthropic community at large and beaware of trends and developments with theirpotential effect on our fundraising activitiesincluding legal and governmental policies
To support the activities and administration of The Australian Rotary Foundation Trust (TARFT) and to act as the secretariat for the board
The Boardbull PDG Lou Johnson ndash Chairman (TAS)bull PDG Joanne Schilling ndash Deputy Chair (NT)bull PDG Monica Saville ndash Treasurer (NSW)bull PDG Tony Castley (NSW)bull PDG John Barnes (VIC)bull PDG Ron Geary (WA)bull PDG Eric Wood (QLD)bull Ian Salmon (NSW)bull Phillip Archer (VIC)bull PDG Bruce Allen - Secretary
Fundraising
Rotary Club
raises money
Rotary club donates
money to another charity
Other charity builds
reputation
Other charity comes back
to Rotary Club for more
money
The cycle of fundraising and giving
hellipto do good in the world
Rotary Club raises Money
Rotary Club contributes to TRF
Rotary club applies for a Grant
The Grant provides funding for local or
international projects
Reputation of the Rotary Club
grows
Lets grow our reputation
Charities in Australia and New Zealand
have a combined total income of nearly$125b annually
Our Charity
Do you give personally to one of these Why not give to our own charity
Rotary International only has one official charity
Most Australians amp Kiwirsquos give to a Charity
On average they give to at least three charities per year
The average Australian gave $318 to Charity last year Source NAB
Only 23 of Rotarians gave to our Charity ndash The Rotary Foundation
Giving is tax deductible through The Australian Rotary Foundation Trust or Guardian Trust in New Zealand
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
1720870
4230 4060
2770
1635
59905190
AUSTRALIA NEW ZEALAND PHILIPPINES INDONESIA
Percentage of Rotarians contributing by Country Group
15-16 16-17
The Rotary Foundation How efficient is The Rotary Foundation
Total Expenditure2016-17
US$271m
168 Administration Cost
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
$3500000
$4000000
$4500000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Club
Club
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Individual
Individual
Contribution Trends - Australia
$-
$100000
$200000
$300000
$400000
$500000
$600000
$700000
$800000
$900000
$1000000
FY2013 FY2014 FY2015 FY2016 FY2017
Club
Club
$-
$50000
$100000
$150000
$200000
$250000
$300000
$350000
$400000
FY2013 FY2014 FY2015 FY2016 FY2017
Individual
Individual
Contribution Trends ndash New Zealand
Reports
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
Develop and maintain a portfolio of key Major andPlanned Giving Prospects with a capacity to make giftsof US$25000 or more
Major Donor
Bequest Society
To prepare and coordinate the presentationof major gift proposals to prospective donors
To average 50 contacts (face to face telephonemajor gift proposals) per month withmajor gift prospects
To assist in the design and implementation of aFundraising plan that enhances
Every Rotarian Every Year
Paul Harris Society
Major Donor upgradesOutright Major Donors
Bequest Society
To assist in planning preparation of Fund Development Activities
bull Needs for Donor cultivationsolicitation tripsbull Rotary Events
bull Support Materials
To actively promote and monitor thePaul Harris Society
In cooperation with each DRFC ensure all Districts have an active PHS Chair
To develop and administer appropriatecultivation stewardship events as neededWork with RRFC EMGA
To provide timely and reliable information
bull Accurate statistical informationbull Adequate audiovisualsbull Appropriate literature
Ensure appropriate materials are requisitionedin advance and stored properly
To focus support on Rotary senior leadership
To support and train volunteer committeeson fund development
To incorporate into all assigned duties a strongthorough and ongoing knowledge of theorganisation including
TechnicalProgramsProcedural functions with TRF amp RI
To maintain effective contact within thephilanthropic community at large and beaware of trends and developments with theirpotential effect on our fundraising activitiesincluding legal and governmental policies
To support the activities and administration of The Australian Rotary Foundation Trust (TARFT) and to act as the secretariat for the board
The Boardbull PDG Lou Johnson ndash Chairman (TAS)bull PDG Joanne Schilling ndash Deputy Chair (NT)bull PDG Monica Saville ndash Treasurer (NSW)bull PDG Tony Castley (NSW)bull PDG John Barnes (VIC)bull PDG Ron Geary (WA)bull PDG Eric Wood (QLD)bull Ian Salmon (NSW)bull Phillip Archer (VIC)bull PDG Bruce Allen - Secretary
Fundraising
Rotary Club
raises money
Rotary club donates
money to another charity
Other charity builds
reputation
Other charity comes back
to Rotary Club for more
money
The cycle of fundraising and giving
hellipto do good in the world
Rotary Club raises Money
Rotary Club contributes to TRF
Rotary club applies for a Grant
The Grant provides funding for local or
international projects
Reputation of the Rotary Club
grows
Lets grow our reputation
Charities in Australia and New Zealand
have a combined total income of nearly$125b annually
Our Charity
Do you give personally to one of these Why not give to our own charity
Rotary International only has one official charity
Most Australians amp Kiwirsquos give to a Charity
On average they give to at least three charities per year
The average Australian gave $318 to Charity last year Source NAB
Only 23 of Rotarians gave to our Charity ndash The Rotary Foundation
Giving is tax deductible through The Australian Rotary Foundation Trust or Guardian Trust in New Zealand
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
1720870
4230 4060
2770
1635
59905190
AUSTRALIA NEW ZEALAND PHILIPPINES INDONESIA
Percentage of Rotarians contributing by Country Group
15-16 16-17
The Rotary Foundation How efficient is The Rotary Foundation
Total Expenditure2016-17
US$271m
168 Administration Cost
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
$3500000
$4000000
$4500000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Club
Club
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Individual
Individual
Contribution Trends - Australia
$-
$100000
$200000
$300000
$400000
$500000
$600000
$700000
$800000
$900000
$1000000
FY2013 FY2014 FY2015 FY2016 FY2017
Club
Club
$-
$50000
$100000
$150000
$200000
$250000
$300000
$350000
$400000
FY2013 FY2014 FY2015 FY2016 FY2017
Individual
Individual
Contribution Trends ndash New Zealand
Reports
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
To prepare and coordinate the presentationof major gift proposals to prospective donors
To average 50 contacts (face to face telephonemajor gift proposals) per month withmajor gift prospects
To assist in the design and implementation of aFundraising plan that enhances
Every Rotarian Every Year
Paul Harris Society
Major Donor upgradesOutright Major Donors
Bequest Society
To assist in planning preparation of Fund Development Activities
bull Needs for Donor cultivationsolicitation tripsbull Rotary Events
bull Support Materials
To actively promote and monitor thePaul Harris Society
In cooperation with each DRFC ensure all Districts have an active PHS Chair
To develop and administer appropriatecultivation stewardship events as neededWork with RRFC EMGA
To provide timely and reliable information
bull Accurate statistical informationbull Adequate audiovisualsbull Appropriate literature
Ensure appropriate materials are requisitionedin advance and stored properly
To focus support on Rotary senior leadership
To support and train volunteer committeeson fund development
To incorporate into all assigned duties a strongthorough and ongoing knowledge of theorganisation including
TechnicalProgramsProcedural functions with TRF amp RI
To maintain effective contact within thephilanthropic community at large and beaware of trends and developments with theirpotential effect on our fundraising activitiesincluding legal and governmental policies
To support the activities and administration of The Australian Rotary Foundation Trust (TARFT) and to act as the secretariat for the board
The Boardbull PDG Lou Johnson ndash Chairman (TAS)bull PDG Joanne Schilling ndash Deputy Chair (NT)bull PDG Monica Saville ndash Treasurer (NSW)bull PDG Tony Castley (NSW)bull PDG John Barnes (VIC)bull PDG Ron Geary (WA)bull PDG Eric Wood (QLD)bull Ian Salmon (NSW)bull Phillip Archer (VIC)bull PDG Bruce Allen - Secretary
Fundraising
Rotary Club
raises money
Rotary club donates
money to another charity
Other charity builds
reputation
Other charity comes back
to Rotary Club for more
money
The cycle of fundraising and giving
hellipto do good in the world
Rotary Club raises Money
Rotary Club contributes to TRF
Rotary club applies for a Grant
The Grant provides funding for local or
international projects
Reputation of the Rotary Club
grows
Lets grow our reputation
Charities in Australia and New Zealand
have a combined total income of nearly$125b annually
Our Charity
Do you give personally to one of these Why not give to our own charity
Rotary International only has one official charity
Most Australians amp Kiwirsquos give to a Charity
On average they give to at least three charities per year
The average Australian gave $318 to Charity last year Source NAB
Only 23 of Rotarians gave to our Charity ndash The Rotary Foundation
Giving is tax deductible through The Australian Rotary Foundation Trust or Guardian Trust in New Zealand
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
1720870
4230 4060
2770
1635
59905190
AUSTRALIA NEW ZEALAND PHILIPPINES INDONESIA
Percentage of Rotarians contributing by Country Group
15-16 16-17
The Rotary Foundation How efficient is The Rotary Foundation
Total Expenditure2016-17
US$271m
168 Administration Cost
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
$3500000
$4000000
$4500000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Club
Club
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Individual
Individual
Contribution Trends - Australia
$-
$100000
$200000
$300000
$400000
$500000
$600000
$700000
$800000
$900000
$1000000
FY2013 FY2014 FY2015 FY2016 FY2017
Club
Club
$-
$50000
$100000
$150000
$200000
$250000
$300000
$350000
$400000
FY2013 FY2014 FY2015 FY2016 FY2017
Individual
Individual
Contribution Trends ndash New Zealand
Reports
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
To assist in the design and implementation of aFundraising plan that enhances
Every Rotarian Every Year
Paul Harris Society
Major Donor upgradesOutright Major Donors
Bequest Society
To assist in planning preparation of Fund Development Activities
bull Needs for Donor cultivationsolicitation tripsbull Rotary Events
bull Support Materials
To actively promote and monitor thePaul Harris Society
In cooperation with each DRFC ensure all Districts have an active PHS Chair
To develop and administer appropriatecultivation stewardship events as neededWork with RRFC EMGA
To provide timely and reliable information
bull Accurate statistical informationbull Adequate audiovisualsbull Appropriate literature
Ensure appropriate materials are requisitionedin advance and stored properly
To focus support on Rotary senior leadership
To support and train volunteer committeeson fund development
To incorporate into all assigned duties a strongthorough and ongoing knowledge of theorganisation including
TechnicalProgramsProcedural functions with TRF amp RI
To maintain effective contact within thephilanthropic community at large and beaware of trends and developments with theirpotential effect on our fundraising activitiesincluding legal and governmental policies
To support the activities and administration of The Australian Rotary Foundation Trust (TARFT) and to act as the secretariat for the board
The Boardbull PDG Lou Johnson ndash Chairman (TAS)bull PDG Joanne Schilling ndash Deputy Chair (NT)bull PDG Monica Saville ndash Treasurer (NSW)bull PDG Tony Castley (NSW)bull PDG John Barnes (VIC)bull PDG Ron Geary (WA)bull PDG Eric Wood (QLD)bull Ian Salmon (NSW)bull Phillip Archer (VIC)bull PDG Bruce Allen - Secretary
Fundraising
Rotary Club
raises money
Rotary club donates
money to another charity
Other charity builds
reputation
Other charity comes back
to Rotary Club for more
money
The cycle of fundraising and giving
hellipto do good in the world
Rotary Club raises Money
Rotary Club contributes to TRF
Rotary club applies for a Grant
The Grant provides funding for local or
international projects
Reputation of the Rotary Club
grows
Lets grow our reputation
Charities in Australia and New Zealand
have a combined total income of nearly$125b annually
Our Charity
Do you give personally to one of these Why not give to our own charity
Rotary International only has one official charity
Most Australians amp Kiwirsquos give to a Charity
On average they give to at least three charities per year
The average Australian gave $318 to Charity last year Source NAB
Only 23 of Rotarians gave to our Charity ndash The Rotary Foundation
Giving is tax deductible through The Australian Rotary Foundation Trust or Guardian Trust in New Zealand
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
1720870
4230 4060
2770
1635
59905190
AUSTRALIA NEW ZEALAND PHILIPPINES INDONESIA
Percentage of Rotarians contributing by Country Group
15-16 16-17
The Rotary Foundation How efficient is The Rotary Foundation
Total Expenditure2016-17
US$271m
168 Administration Cost
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
$3500000
$4000000
$4500000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Club
Club
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Individual
Individual
Contribution Trends - Australia
$-
$100000
$200000
$300000
$400000
$500000
$600000
$700000
$800000
$900000
$1000000
FY2013 FY2014 FY2015 FY2016 FY2017
Club
Club
$-
$50000
$100000
$150000
$200000
$250000
$300000
$350000
$400000
FY2013 FY2014 FY2015 FY2016 FY2017
Individual
Individual
Contribution Trends ndash New Zealand
Reports
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
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D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
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D9650
D9670
D9670
D9670
D9670
D9675
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D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
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D9710
D9710
D9710
D9710
D9780
D9780
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D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
To assist in planning preparation of Fund Development Activities
bull Needs for Donor cultivationsolicitation tripsbull Rotary Events
bull Support Materials
To actively promote and monitor thePaul Harris Society
In cooperation with each DRFC ensure all Districts have an active PHS Chair
To develop and administer appropriatecultivation stewardship events as neededWork with RRFC EMGA
To provide timely and reliable information
bull Accurate statistical informationbull Adequate audiovisualsbull Appropriate literature
Ensure appropriate materials are requisitionedin advance and stored properly
To focus support on Rotary senior leadership
To support and train volunteer committeeson fund development
To incorporate into all assigned duties a strongthorough and ongoing knowledge of theorganisation including
TechnicalProgramsProcedural functions with TRF amp RI
To maintain effective contact within thephilanthropic community at large and beaware of trends and developments with theirpotential effect on our fundraising activitiesincluding legal and governmental policies
To support the activities and administration of The Australian Rotary Foundation Trust (TARFT) and to act as the secretariat for the board
The Boardbull PDG Lou Johnson ndash Chairman (TAS)bull PDG Joanne Schilling ndash Deputy Chair (NT)bull PDG Monica Saville ndash Treasurer (NSW)bull PDG Tony Castley (NSW)bull PDG John Barnes (VIC)bull PDG Ron Geary (WA)bull PDG Eric Wood (QLD)bull Ian Salmon (NSW)bull Phillip Archer (VIC)bull PDG Bruce Allen - Secretary
Fundraising
Rotary Club
raises money
Rotary club donates
money to another charity
Other charity builds
reputation
Other charity comes back
to Rotary Club for more
money
The cycle of fundraising and giving
hellipto do good in the world
Rotary Club raises Money
Rotary Club contributes to TRF
Rotary club applies for a Grant
The Grant provides funding for local or
international projects
Reputation of the Rotary Club
grows
Lets grow our reputation
Charities in Australia and New Zealand
have a combined total income of nearly$125b annually
Our Charity
Do you give personally to one of these Why not give to our own charity
Rotary International only has one official charity
Most Australians amp Kiwirsquos give to a Charity
On average they give to at least three charities per year
The average Australian gave $318 to Charity last year Source NAB
Only 23 of Rotarians gave to our Charity ndash The Rotary Foundation
Giving is tax deductible through The Australian Rotary Foundation Trust or Guardian Trust in New Zealand
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
1720870
4230 4060
2770
1635
59905190
AUSTRALIA NEW ZEALAND PHILIPPINES INDONESIA
Percentage of Rotarians contributing by Country Group
15-16 16-17
The Rotary Foundation How efficient is The Rotary Foundation
Total Expenditure2016-17
US$271m
168 Administration Cost
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
$3500000
$4000000
$4500000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Club
Club
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Individual
Individual
Contribution Trends - Australia
$-
$100000
$200000
$300000
$400000
$500000
$600000
$700000
$800000
$900000
$1000000
FY2013 FY2014 FY2015 FY2016 FY2017
Club
Club
$-
$50000
$100000
$150000
$200000
$250000
$300000
$350000
$400000
FY2013 FY2014 FY2015 FY2016 FY2017
Individual
Individual
Contribution Trends ndash New Zealand
Reports
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
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D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
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D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
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D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
To actively promote and monitor thePaul Harris Society
In cooperation with each DRFC ensure all Districts have an active PHS Chair
To develop and administer appropriatecultivation stewardship events as neededWork with RRFC EMGA
To provide timely and reliable information
bull Accurate statistical informationbull Adequate audiovisualsbull Appropriate literature
Ensure appropriate materials are requisitionedin advance and stored properly
To focus support on Rotary senior leadership
To support and train volunteer committeeson fund development
To incorporate into all assigned duties a strongthorough and ongoing knowledge of theorganisation including
TechnicalProgramsProcedural functions with TRF amp RI
To maintain effective contact within thephilanthropic community at large and beaware of trends and developments with theirpotential effect on our fundraising activitiesincluding legal and governmental policies
To support the activities and administration of The Australian Rotary Foundation Trust (TARFT) and to act as the secretariat for the board
The Boardbull PDG Lou Johnson ndash Chairman (TAS)bull PDG Joanne Schilling ndash Deputy Chair (NT)bull PDG Monica Saville ndash Treasurer (NSW)bull PDG Tony Castley (NSW)bull PDG John Barnes (VIC)bull PDG Ron Geary (WA)bull PDG Eric Wood (QLD)bull Ian Salmon (NSW)bull Phillip Archer (VIC)bull PDG Bruce Allen - Secretary
Fundraising
Rotary Club
raises money
Rotary club donates
money to another charity
Other charity builds
reputation
Other charity comes back
to Rotary Club for more
money
The cycle of fundraising and giving
hellipto do good in the world
Rotary Club raises Money
Rotary Club contributes to TRF
Rotary club applies for a Grant
The Grant provides funding for local or
international projects
Reputation of the Rotary Club
grows
Lets grow our reputation
Charities in Australia and New Zealand
have a combined total income of nearly$125b annually
Our Charity
Do you give personally to one of these Why not give to our own charity
Rotary International only has one official charity
Most Australians amp Kiwirsquos give to a Charity
On average they give to at least three charities per year
The average Australian gave $318 to Charity last year Source NAB
Only 23 of Rotarians gave to our Charity ndash The Rotary Foundation
Giving is tax deductible through The Australian Rotary Foundation Trust or Guardian Trust in New Zealand
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
1720870
4230 4060
2770
1635
59905190
AUSTRALIA NEW ZEALAND PHILIPPINES INDONESIA
Percentage of Rotarians contributing by Country Group
15-16 16-17
The Rotary Foundation How efficient is The Rotary Foundation
Total Expenditure2016-17
US$271m
168 Administration Cost
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
$3500000
$4000000
$4500000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Club
Club
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Individual
Individual
Contribution Trends - Australia
$-
$100000
$200000
$300000
$400000
$500000
$600000
$700000
$800000
$900000
$1000000
FY2013 FY2014 FY2015 FY2016 FY2017
Club
Club
$-
$50000
$100000
$150000
$200000
$250000
$300000
$350000
$400000
FY2013 FY2014 FY2015 FY2016 FY2017
Individual
Individual
Contribution Trends ndash New Zealand
Reports
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
To develop and administer appropriatecultivation stewardship events as neededWork with RRFC EMGA
To provide timely and reliable information
bull Accurate statistical informationbull Adequate audiovisualsbull Appropriate literature
Ensure appropriate materials are requisitionedin advance and stored properly
To focus support on Rotary senior leadership
To support and train volunteer committeeson fund development
To incorporate into all assigned duties a strongthorough and ongoing knowledge of theorganisation including
TechnicalProgramsProcedural functions with TRF amp RI
To maintain effective contact within thephilanthropic community at large and beaware of trends and developments with theirpotential effect on our fundraising activitiesincluding legal and governmental policies
To support the activities and administration of The Australian Rotary Foundation Trust (TARFT) and to act as the secretariat for the board
The Boardbull PDG Lou Johnson ndash Chairman (TAS)bull PDG Joanne Schilling ndash Deputy Chair (NT)bull PDG Monica Saville ndash Treasurer (NSW)bull PDG Tony Castley (NSW)bull PDG John Barnes (VIC)bull PDG Ron Geary (WA)bull PDG Eric Wood (QLD)bull Ian Salmon (NSW)bull Phillip Archer (VIC)bull PDG Bruce Allen - Secretary
Fundraising
Rotary Club
raises money
Rotary club donates
money to another charity
Other charity builds
reputation
Other charity comes back
to Rotary Club for more
money
The cycle of fundraising and giving
hellipto do good in the world
Rotary Club raises Money
Rotary Club contributes to TRF
Rotary club applies for a Grant
The Grant provides funding for local or
international projects
Reputation of the Rotary Club
grows
Lets grow our reputation
Charities in Australia and New Zealand
have a combined total income of nearly$125b annually
Our Charity
Do you give personally to one of these Why not give to our own charity
Rotary International only has one official charity
Most Australians amp Kiwirsquos give to a Charity
On average they give to at least three charities per year
The average Australian gave $318 to Charity last year Source NAB
Only 23 of Rotarians gave to our Charity ndash The Rotary Foundation
Giving is tax deductible through The Australian Rotary Foundation Trust or Guardian Trust in New Zealand
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
1720870
4230 4060
2770
1635
59905190
AUSTRALIA NEW ZEALAND PHILIPPINES INDONESIA
Percentage of Rotarians contributing by Country Group
15-16 16-17
The Rotary Foundation How efficient is The Rotary Foundation
Total Expenditure2016-17
US$271m
168 Administration Cost
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
$3500000
$4000000
$4500000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Club
Club
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Individual
Individual
Contribution Trends - Australia
$-
$100000
$200000
$300000
$400000
$500000
$600000
$700000
$800000
$900000
$1000000
FY2013 FY2014 FY2015 FY2016 FY2017
Club
Club
$-
$50000
$100000
$150000
$200000
$250000
$300000
$350000
$400000
FY2013 FY2014 FY2015 FY2016 FY2017
Individual
Individual
Contribution Trends ndash New Zealand
Reports
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
To provide timely and reliable information
bull Accurate statistical informationbull Adequate audiovisualsbull Appropriate literature
Ensure appropriate materials are requisitionedin advance and stored properly
To focus support on Rotary senior leadership
To support and train volunteer committeeson fund development
To incorporate into all assigned duties a strongthorough and ongoing knowledge of theorganisation including
TechnicalProgramsProcedural functions with TRF amp RI
To maintain effective contact within thephilanthropic community at large and beaware of trends and developments with theirpotential effect on our fundraising activitiesincluding legal and governmental policies
To support the activities and administration of The Australian Rotary Foundation Trust (TARFT) and to act as the secretariat for the board
The Boardbull PDG Lou Johnson ndash Chairman (TAS)bull PDG Joanne Schilling ndash Deputy Chair (NT)bull PDG Monica Saville ndash Treasurer (NSW)bull PDG Tony Castley (NSW)bull PDG John Barnes (VIC)bull PDG Ron Geary (WA)bull PDG Eric Wood (QLD)bull Ian Salmon (NSW)bull Phillip Archer (VIC)bull PDG Bruce Allen - Secretary
Fundraising
Rotary Club
raises money
Rotary club donates
money to another charity
Other charity builds
reputation
Other charity comes back
to Rotary Club for more
money
The cycle of fundraising and giving
hellipto do good in the world
Rotary Club raises Money
Rotary Club contributes to TRF
Rotary club applies for a Grant
The Grant provides funding for local or
international projects
Reputation of the Rotary Club
grows
Lets grow our reputation
Charities in Australia and New Zealand
have a combined total income of nearly$125b annually
Our Charity
Do you give personally to one of these Why not give to our own charity
Rotary International only has one official charity
Most Australians amp Kiwirsquos give to a Charity
On average they give to at least three charities per year
The average Australian gave $318 to Charity last year Source NAB
Only 23 of Rotarians gave to our Charity ndash The Rotary Foundation
Giving is tax deductible through The Australian Rotary Foundation Trust or Guardian Trust in New Zealand
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
1720870
4230 4060
2770
1635
59905190
AUSTRALIA NEW ZEALAND PHILIPPINES INDONESIA
Percentage of Rotarians contributing by Country Group
15-16 16-17
The Rotary Foundation How efficient is The Rotary Foundation
Total Expenditure2016-17
US$271m
168 Administration Cost
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
$3500000
$4000000
$4500000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Club
Club
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Individual
Individual
Contribution Trends - Australia
$-
$100000
$200000
$300000
$400000
$500000
$600000
$700000
$800000
$900000
$1000000
FY2013 FY2014 FY2015 FY2016 FY2017
Club
Club
$-
$50000
$100000
$150000
$200000
$250000
$300000
$350000
$400000
FY2013 FY2014 FY2015 FY2016 FY2017
Individual
Individual
Contribution Trends ndash New Zealand
Reports
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
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D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
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D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
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D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
To focus support on Rotary senior leadership
To support and train volunteer committeeson fund development
To incorporate into all assigned duties a strongthorough and ongoing knowledge of theorganisation including
TechnicalProgramsProcedural functions with TRF amp RI
To maintain effective contact within thephilanthropic community at large and beaware of trends and developments with theirpotential effect on our fundraising activitiesincluding legal and governmental policies
To support the activities and administration of The Australian Rotary Foundation Trust (TARFT) and to act as the secretariat for the board
The Boardbull PDG Lou Johnson ndash Chairman (TAS)bull PDG Joanne Schilling ndash Deputy Chair (NT)bull PDG Monica Saville ndash Treasurer (NSW)bull PDG Tony Castley (NSW)bull PDG John Barnes (VIC)bull PDG Ron Geary (WA)bull PDG Eric Wood (QLD)bull Ian Salmon (NSW)bull Phillip Archer (VIC)bull PDG Bruce Allen - Secretary
Fundraising
Rotary Club
raises money
Rotary club donates
money to another charity
Other charity builds
reputation
Other charity comes back
to Rotary Club for more
money
The cycle of fundraising and giving
hellipto do good in the world
Rotary Club raises Money
Rotary Club contributes to TRF
Rotary club applies for a Grant
The Grant provides funding for local or
international projects
Reputation of the Rotary Club
grows
Lets grow our reputation
Charities in Australia and New Zealand
have a combined total income of nearly$125b annually
Our Charity
Do you give personally to one of these Why not give to our own charity
Rotary International only has one official charity
Most Australians amp Kiwirsquos give to a Charity
On average they give to at least three charities per year
The average Australian gave $318 to Charity last year Source NAB
Only 23 of Rotarians gave to our Charity ndash The Rotary Foundation
Giving is tax deductible through The Australian Rotary Foundation Trust or Guardian Trust in New Zealand
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
1720870
4230 4060
2770
1635
59905190
AUSTRALIA NEW ZEALAND PHILIPPINES INDONESIA
Percentage of Rotarians contributing by Country Group
15-16 16-17
The Rotary Foundation How efficient is The Rotary Foundation
Total Expenditure2016-17
US$271m
168 Administration Cost
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
$3500000
$4000000
$4500000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Club
Club
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Individual
Individual
Contribution Trends - Australia
$-
$100000
$200000
$300000
$400000
$500000
$600000
$700000
$800000
$900000
$1000000
FY2013 FY2014 FY2015 FY2016 FY2017
Club
Club
$-
$50000
$100000
$150000
$200000
$250000
$300000
$350000
$400000
FY2013 FY2014 FY2015 FY2016 FY2017
Individual
Individual
Contribution Trends ndash New Zealand
Reports
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
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10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
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To support and train volunteer committeeson fund development
To incorporate into all assigned duties a strongthorough and ongoing knowledge of theorganisation including
TechnicalProgramsProcedural functions with TRF amp RI
To maintain effective contact within thephilanthropic community at large and beaware of trends and developments with theirpotential effect on our fundraising activitiesincluding legal and governmental policies
To support the activities and administration of The Australian Rotary Foundation Trust (TARFT) and to act as the secretariat for the board
The Boardbull PDG Lou Johnson ndash Chairman (TAS)bull PDG Joanne Schilling ndash Deputy Chair (NT)bull PDG Monica Saville ndash Treasurer (NSW)bull PDG Tony Castley (NSW)bull PDG John Barnes (VIC)bull PDG Ron Geary (WA)bull PDG Eric Wood (QLD)bull Ian Salmon (NSW)bull Phillip Archer (VIC)bull PDG Bruce Allen - Secretary
Fundraising
Rotary Club
raises money
Rotary club donates
money to another charity
Other charity builds
reputation
Other charity comes back
to Rotary Club for more
money
The cycle of fundraising and giving
hellipto do good in the world
Rotary Club raises Money
Rotary Club contributes to TRF
Rotary club applies for a Grant
The Grant provides funding for local or
international projects
Reputation of the Rotary Club
grows
Lets grow our reputation
Charities in Australia and New Zealand
have a combined total income of nearly$125b annually
Our Charity
Do you give personally to one of these Why not give to our own charity
Rotary International only has one official charity
Most Australians amp Kiwirsquos give to a Charity
On average they give to at least three charities per year
The average Australian gave $318 to Charity last year Source NAB
Only 23 of Rotarians gave to our Charity ndash The Rotary Foundation
Giving is tax deductible through The Australian Rotary Foundation Trust or Guardian Trust in New Zealand
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
1720870
4230 4060
2770
1635
59905190
AUSTRALIA NEW ZEALAND PHILIPPINES INDONESIA
Percentage of Rotarians contributing by Country Group
15-16 16-17
The Rotary Foundation How efficient is The Rotary Foundation
Total Expenditure2016-17
US$271m
168 Administration Cost
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
$3500000
$4000000
$4500000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Club
Club
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Individual
Individual
Contribution Trends - Australia
$-
$100000
$200000
$300000
$400000
$500000
$600000
$700000
$800000
$900000
$1000000
FY2013 FY2014 FY2015 FY2016 FY2017
Club
Club
$-
$50000
$100000
$150000
$200000
$250000
$300000
$350000
$400000
FY2013 FY2014 FY2015 FY2016 FY2017
Individual
Individual
Contribution Trends ndash New Zealand
Reports
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
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D9810
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D9820
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D9830
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D9830
To incorporate into all assigned duties a strongthorough and ongoing knowledge of theorganisation including
TechnicalProgramsProcedural functions with TRF amp RI
To maintain effective contact within thephilanthropic community at large and beaware of trends and developments with theirpotential effect on our fundraising activitiesincluding legal and governmental policies
To support the activities and administration of The Australian Rotary Foundation Trust (TARFT) and to act as the secretariat for the board
The Boardbull PDG Lou Johnson ndash Chairman (TAS)bull PDG Joanne Schilling ndash Deputy Chair (NT)bull PDG Monica Saville ndash Treasurer (NSW)bull PDG Tony Castley (NSW)bull PDG John Barnes (VIC)bull PDG Ron Geary (WA)bull PDG Eric Wood (QLD)bull Ian Salmon (NSW)bull Phillip Archer (VIC)bull PDG Bruce Allen - Secretary
Fundraising
Rotary Club
raises money
Rotary club donates
money to another charity
Other charity builds
reputation
Other charity comes back
to Rotary Club for more
money
The cycle of fundraising and giving
hellipto do good in the world
Rotary Club raises Money
Rotary Club contributes to TRF
Rotary club applies for a Grant
The Grant provides funding for local or
international projects
Reputation of the Rotary Club
grows
Lets grow our reputation
Charities in Australia and New Zealand
have a combined total income of nearly$125b annually
Our Charity
Do you give personally to one of these Why not give to our own charity
Rotary International only has one official charity
Most Australians amp Kiwirsquos give to a Charity
On average they give to at least three charities per year
The average Australian gave $318 to Charity last year Source NAB
Only 23 of Rotarians gave to our Charity ndash The Rotary Foundation
Giving is tax deductible through The Australian Rotary Foundation Trust or Guardian Trust in New Zealand
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
1720870
4230 4060
2770
1635
59905190
AUSTRALIA NEW ZEALAND PHILIPPINES INDONESIA
Percentage of Rotarians contributing by Country Group
15-16 16-17
The Rotary Foundation How efficient is The Rotary Foundation
Total Expenditure2016-17
US$271m
168 Administration Cost
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
$3500000
$4000000
$4500000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Club
Club
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Individual
Individual
Contribution Trends - Australia
$-
$100000
$200000
$300000
$400000
$500000
$600000
$700000
$800000
$900000
$1000000
FY2013 FY2014 FY2015 FY2016 FY2017
Club
Club
$-
$50000
$100000
$150000
$200000
$250000
$300000
$350000
$400000
FY2013 FY2014 FY2015 FY2016 FY2017
Individual
Individual
Contribution Trends ndash New Zealand
Reports
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
To maintain effective contact within thephilanthropic community at large and beaware of trends and developments with theirpotential effect on our fundraising activitiesincluding legal and governmental policies
To support the activities and administration of The Australian Rotary Foundation Trust (TARFT) and to act as the secretariat for the board
The Boardbull PDG Lou Johnson ndash Chairman (TAS)bull PDG Joanne Schilling ndash Deputy Chair (NT)bull PDG Monica Saville ndash Treasurer (NSW)bull PDG Tony Castley (NSW)bull PDG John Barnes (VIC)bull PDG Ron Geary (WA)bull PDG Eric Wood (QLD)bull Ian Salmon (NSW)bull Phillip Archer (VIC)bull PDG Bruce Allen - Secretary
Fundraising
Rotary Club
raises money
Rotary club donates
money to another charity
Other charity builds
reputation
Other charity comes back
to Rotary Club for more
money
The cycle of fundraising and giving
hellipto do good in the world
Rotary Club raises Money
Rotary Club contributes to TRF
Rotary club applies for a Grant
The Grant provides funding for local or
international projects
Reputation of the Rotary Club
grows
Lets grow our reputation
Charities in Australia and New Zealand
have a combined total income of nearly$125b annually
Our Charity
Do you give personally to one of these Why not give to our own charity
Rotary International only has one official charity
Most Australians amp Kiwirsquos give to a Charity
On average they give to at least three charities per year
The average Australian gave $318 to Charity last year Source NAB
Only 23 of Rotarians gave to our Charity ndash The Rotary Foundation
Giving is tax deductible through The Australian Rotary Foundation Trust or Guardian Trust in New Zealand
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
1720870
4230 4060
2770
1635
59905190
AUSTRALIA NEW ZEALAND PHILIPPINES INDONESIA
Percentage of Rotarians contributing by Country Group
15-16 16-17
The Rotary Foundation How efficient is The Rotary Foundation
Total Expenditure2016-17
US$271m
168 Administration Cost
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
$3500000
$4000000
$4500000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Club
Club
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Individual
Individual
Contribution Trends - Australia
$-
$100000
$200000
$300000
$400000
$500000
$600000
$700000
$800000
$900000
$1000000
FY2013 FY2014 FY2015 FY2016 FY2017
Club
Club
$-
$50000
$100000
$150000
$200000
$250000
$300000
$350000
$400000
FY2013 FY2014 FY2015 FY2016 FY2017
Individual
Individual
Contribution Trends ndash New Zealand
Reports
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
To support the activities and administration of The Australian Rotary Foundation Trust (TARFT) and to act as the secretariat for the board
The Boardbull PDG Lou Johnson ndash Chairman (TAS)bull PDG Joanne Schilling ndash Deputy Chair (NT)bull PDG Monica Saville ndash Treasurer (NSW)bull PDG Tony Castley (NSW)bull PDG John Barnes (VIC)bull PDG Ron Geary (WA)bull PDG Eric Wood (QLD)bull Ian Salmon (NSW)bull Phillip Archer (VIC)bull PDG Bruce Allen - Secretary
Fundraising
Rotary Club
raises money
Rotary club donates
money to another charity
Other charity builds
reputation
Other charity comes back
to Rotary Club for more
money
The cycle of fundraising and giving
hellipto do good in the world
Rotary Club raises Money
Rotary Club contributes to TRF
Rotary club applies for a Grant
The Grant provides funding for local or
international projects
Reputation of the Rotary Club
grows
Lets grow our reputation
Charities in Australia and New Zealand
have a combined total income of nearly$125b annually
Our Charity
Do you give personally to one of these Why not give to our own charity
Rotary International only has one official charity
Most Australians amp Kiwirsquos give to a Charity
On average they give to at least three charities per year
The average Australian gave $318 to Charity last year Source NAB
Only 23 of Rotarians gave to our Charity ndash The Rotary Foundation
Giving is tax deductible through The Australian Rotary Foundation Trust or Guardian Trust in New Zealand
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
1720870
4230 4060
2770
1635
59905190
AUSTRALIA NEW ZEALAND PHILIPPINES INDONESIA
Percentage of Rotarians contributing by Country Group
15-16 16-17
The Rotary Foundation How efficient is The Rotary Foundation
Total Expenditure2016-17
US$271m
168 Administration Cost
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
$3500000
$4000000
$4500000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Club
Club
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Individual
Individual
Contribution Trends - Australia
$-
$100000
$200000
$300000
$400000
$500000
$600000
$700000
$800000
$900000
$1000000
FY2013 FY2014 FY2015 FY2016 FY2017
Club
Club
$-
$50000
$100000
$150000
$200000
$250000
$300000
$350000
$400000
FY2013 FY2014 FY2015 FY2016 FY2017
Individual
Individual
Contribution Trends ndash New Zealand
Reports
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
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D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
Fundraising
Rotary Club
raises money
Rotary club donates
money to another charity
Other charity builds
reputation
Other charity comes back
to Rotary Club for more
money
The cycle of fundraising and giving
hellipto do good in the world
Rotary Club raises Money
Rotary Club contributes to TRF
Rotary club applies for a Grant
The Grant provides funding for local or
international projects
Reputation of the Rotary Club
grows
Lets grow our reputation
Charities in Australia and New Zealand
have a combined total income of nearly$125b annually
Our Charity
Do you give personally to one of these Why not give to our own charity
Rotary International only has one official charity
Most Australians amp Kiwirsquos give to a Charity
On average they give to at least three charities per year
The average Australian gave $318 to Charity last year Source NAB
Only 23 of Rotarians gave to our Charity ndash The Rotary Foundation
Giving is tax deductible through The Australian Rotary Foundation Trust or Guardian Trust in New Zealand
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
1720870
4230 4060
2770
1635
59905190
AUSTRALIA NEW ZEALAND PHILIPPINES INDONESIA
Percentage of Rotarians contributing by Country Group
15-16 16-17
The Rotary Foundation How efficient is The Rotary Foundation
Total Expenditure2016-17
US$271m
168 Administration Cost
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
$3500000
$4000000
$4500000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Club
Club
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Individual
Individual
Contribution Trends - Australia
$-
$100000
$200000
$300000
$400000
$500000
$600000
$700000
$800000
$900000
$1000000
FY2013 FY2014 FY2015 FY2016 FY2017
Club
Club
$-
$50000
$100000
$150000
$200000
$250000
$300000
$350000
$400000
FY2013 FY2014 FY2015 FY2016 FY2017
Individual
Individual
Contribution Trends ndash New Zealand
Reports
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
Rotary Club
raises money
Rotary club donates
money to another charity
Other charity builds
reputation
Other charity comes back
to Rotary Club for more
money
The cycle of fundraising and giving
hellipto do good in the world
Rotary Club raises Money
Rotary Club contributes to TRF
Rotary club applies for a Grant
The Grant provides funding for local or
international projects
Reputation of the Rotary Club
grows
Lets grow our reputation
Charities in Australia and New Zealand
have a combined total income of nearly$125b annually
Our Charity
Do you give personally to one of these Why not give to our own charity
Rotary International only has one official charity
Most Australians amp Kiwirsquos give to a Charity
On average they give to at least three charities per year
The average Australian gave $318 to Charity last year Source NAB
Only 23 of Rotarians gave to our Charity ndash The Rotary Foundation
Giving is tax deductible through The Australian Rotary Foundation Trust or Guardian Trust in New Zealand
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
1720870
4230 4060
2770
1635
59905190
AUSTRALIA NEW ZEALAND PHILIPPINES INDONESIA
Percentage of Rotarians contributing by Country Group
15-16 16-17
The Rotary Foundation How efficient is The Rotary Foundation
Total Expenditure2016-17
US$271m
168 Administration Cost
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
$3500000
$4000000
$4500000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Club
Club
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Individual
Individual
Contribution Trends - Australia
$-
$100000
$200000
$300000
$400000
$500000
$600000
$700000
$800000
$900000
$1000000
FY2013 FY2014 FY2015 FY2016 FY2017
Club
Club
$-
$50000
$100000
$150000
$200000
$250000
$300000
$350000
$400000
FY2013 FY2014 FY2015 FY2016 FY2017
Individual
Individual
Contribution Trends ndash New Zealand
Reports
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
hellipto do good in the world
Rotary Club raises Money
Rotary Club contributes to TRF
Rotary club applies for a Grant
The Grant provides funding for local or
international projects
Reputation of the Rotary Club
grows
Lets grow our reputation
Charities in Australia and New Zealand
have a combined total income of nearly$125b annually
Our Charity
Do you give personally to one of these Why not give to our own charity
Rotary International only has one official charity
Most Australians amp Kiwirsquos give to a Charity
On average they give to at least three charities per year
The average Australian gave $318 to Charity last year Source NAB
Only 23 of Rotarians gave to our Charity ndash The Rotary Foundation
Giving is tax deductible through The Australian Rotary Foundation Trust or Guardian Trust in New Zealand
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
1720870
4230 4060
2770
1635
59905190
AUSTRALIA NEW ZEALAND PHILIPPINES INDONESIA
Percentage of Rotarians contributing by Country Group
15-16 16-17
The Rotary Foundation How efficient is The Rotary Foundation
Total Expenditure2016-17
US$271m
168 Administration Cost
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
$3500000
$4000000
$4500000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Club
Club
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Individual
Individual
Contribution Trends - Australia
$-
$100000
$200000
$300000
$400000
$500000
$600000
$700000
$800000
$900000
$1000000
FY2013 FY2014 FY2015 FY2016 FY2017
Club
Club
$-
$50000
$100000
$150000
$200000
$250000
$300000
$350000
$400000
FY2013 FY2014 FY2015 FY2016 FY2017
Individual
Individual
Contribution Trends ndash New Zealand
Reports
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
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Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
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D9465
D9500
D9500
D9500
D9500
D9520
D9520
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D9550
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D9550
D9550
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D9570
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D9600
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D9600
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D9640
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Charities in Australia and New Zealand
have a combined total income of nearly$125b annually
Our Charity
Do you give personally to one of these Why not give to our own charity
Rotary International only has one official charity
Most Australians amp Kiwirsquos give to a Charity
On average they give to at least three charities per year
The average Australian gave $318 to Charity last year Source NAB
Only 23 of Rotarians gave to our Charity ndash The Rotary Foundation
Giving is tax deductible through The Australian Rotary Foundation Trust or Guardian Trust in New Zealand
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
1720870
4230 4060
2770
1635
59905190
AUSTRALIA NEW ZEALAND PHILIPPINES INDONESIA
Percentage of Rotarians contributing by Country Group
15-16 16-17
The Rotary Foundation How efficient is The Rotary Foundation
Total Expenditure2016-17
US$271m
168 Administration Cost
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
$3500000
$4000000
$4500000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Club
Club
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Individual
Individual
Contribution Trends - Australia
$-
$100000
$200000
$300000
$400000
$500000
$600000
$700000
$800000
$900000
$1000000
FY2013 FY2014 FY2015 FY2016 FY2017
Club
Club
$-
$50000
$100000
$150000
$200000
$250000
$300000
$350000
$400000
FY2013 FY2014 FY2015 FY2016 FY2017
Individual
Individual
Contribution Trends ndash New Zealand
Reports
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
Our Charity
Do you give personally to one of these Why not give to our own charity
Rotary International only has one official charity
Most Australians amp Kiwirsquos give to a Charity
On average they give to at least three charities per year
The average Australian gave $318 to Charity last year Source NAB
Only 23 of Rotarians gave to our Charity ndash The Rotary Foundation
Giving is tax deductible through The Australian Rotary Foundation Trust or Guardian Trust in New Zealand
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
1720870
4230 4060
2770
1635
59905190
AUSTRALIA NEW ZEALAND PHILIPPINES INDONESIA
Percentage of Rotarians contributing by Country Group
15-16 16-17
The Rotary Foundation How efficient is The Rotary Foundation
Total Expenditure2016-17
US$271m
168 Administration Cost
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
$3500000
$4000000
$4500000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Club
Club
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Individual
Individual
Contribution Trends - Australia
$-
$100000
$200000
$300000
$400000
$500000
$600000
$700000
$800000
$900000
$1000000
FY2013 FY2014 FY2015 FY2016 FY2017
Club
Club
$-
$50000
$100000
$150000
$200000
$250000
$300000
$350000
$400000
FY2013 FY2014 FY2015 FY2016 FY2017
Individual
Individual
Contribution Trends ndash New Zealand
Reports
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
Most Australians amp Kiwirsquos give to a Charity
On average they give to at least three charities per year
The average Australian gave $318 to Charity last year Source NAB
Only 23 of Rotarians gave to our Charity ndash The Rotary Foundation
Giving is tax deductible through The Australian Rotary Foundation Trust or Guardian Trust in New Zealand
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
1720870
4230 4060
2770
1635
59905190
AUSTRALIA NEW ZEALAND PHILIPPINES INDONESIA
Percentage of Rotarians contributing by Country Group
15-16 16-17
The Rotary Foundation How efficient is The Rotary Foundation
Total Expenditure2016-17
US$271m
168 Administration Cost
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
$3500000
$4000000
$4500000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Club
Club
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Individual
Individual
Contribution Trends - Australia
$-
$100000
$200000
$300000
$400000
$500000
$600000
$700000
$800000
$900000
$1000000
FY2013 FY2014 FY2015 FY2016 FY2017
Club
Club
$-
$50000
$100000
$150000
$200000
$250000
$300000
$350000
$400000
FY2013 FY2014 FY2015 FY2016 FY2017
Individual
Individual
Contribution Trends ndash New Zealand
Reports
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
1720870
4230 4060
2770
1635
59905190
AUSTRALIA NEW ZEALAND PHILIPPINES INDONESIA
Percentage of Rotarians contributing by Country Group
15-16 16-17
The Rotary Foundation How efficient is The Rotary Foundation
Total Expenditure2016-17
US$271m
168 Administration Cost
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
$3500000
$4000000
$4500000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Club
Club
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Individual
Individual
Contribution Trends - Australia
$-
$100000
$200000
$300000
$400000
$500000
$600000
$700000
$800000
$900000
$1000000
FY2013 FY2014 FY2015 FY2016 FY2017
Club
Club
$-
$50000
$100000
$150000
$200000
$250000
$300000
$350000
$400000
FY2013 FY2014 FY2015 FY2016 FY2017
Individual
Individual
Contribution Trends ndash New Zealand
Reports
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
The Rotary Foundation How efficient is The Rotary Foundation
Total Expenditure2016-17
US$271m
168 Administration Cost
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
$3500000
$4000000
$4500000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Club
Club
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Individual
Individual
Contribution Trends - Australia
$-
$100000
$200000
$300000
$400000
$500000
$600000
$700000
$800000
$900000
$1000000
FY2013 FY2014 FY2015 FY2016 FY2017
Club
Club
$-
$50000
$100000
$150000
$200000
$250000
$300000
$350000
$400000
FY2013 FY2014 FY2015 FY2016 FY2017
Individual
Individual
Contribution Trends ndash New Zealand
Reports
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
$3500000
$4000000
$4500000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Club
Club
$-
$500000
$1000000
$1500000
$2000000
$2500000
$3000000
FY2011FY2012FY2013FY2014FY2015FY2016FY2017
Individual
Individual
Contribution Trends - Australia
$-
$100000
$200000
$300000
$400000
$500000
$600000
$700000
$800000
$900000
$1000000
FY2013 FY2014 FY2015 FY2016 FY2017
Club
Club
$-
$50000
$100000
$150000
$200000
$250000
$300000
$350000
$400000
FY2013 FY2014 FY2015 FY2016 FY2017
Individual
Individual
Contribution Trends ndash New Zealand
Reports
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
$-
$100000
$200000
$300000
$400000
$500000
$600000
$700000
$800000
$900000
$1000000
FY2013 FY2014 FY2015 FY2016 FY2017
Club
Club
$-
$50000
$100000
$150000
$200000
$250000
$300000
$350000
$400000
FY2013 FY2014 FY2015 FY2016 FY2017
Individual
Individual
Contribution Trends ndash New Zealand
Reports
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
Reports
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
Business Reviews
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
Questions amp Comments
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
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D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
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D9465
D9465
D9500
D9500
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D9500
D9520
D9520
D9520
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D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
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D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
The Annual FundGiving Programs
Club Giving Personal Giving
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
CLUB GIVING
bull Polio (USD 1500 per club plus)bull Club giving to the Annual Fund Target 15 of project
Funds raisedbull Each USD1000 given to the Annual Fund allows clubs
to purchase Paul Harris Fellowshipsbull PHFs may be awarded to Rotarians or members of the
community as a special recognitionbull Part of clubrsquos planning at beginning of yearbull President and Board involved
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
The Centurion ProgramGavin Ralston
Rotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
THE CENTURION PROGRAM
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
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D9710
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D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
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D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
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D9800
D9800
D9800
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D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
THE CENTURION PROGRAM
AUSTRALIAN
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
THE CENTURION PROGRAM
AUSTRALIAN
bull $10000 a year
bull Tax dedectable
bull Goes towards PHF
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
THE CENTURION PROGRAM
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
Paul Harris Society ndash Major Donors
PDG David CookLower Blue Mountains Rotary
PDG Bruce LakinUpper Northern Beaches Rotary
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull The Rotary Foundation transforms your gifts into service projects that change lives both close to home and around the worldndash During the past 100 years the Foundation has spent $3
billion on life-changing sustainable projectsndash With your help we can make lives better in your community
and around the world
bull Why should I donate to The Rotary Foundationndash Your donation makes a difference to those who need our help
most More than 90 percent of donations go directly to supporting our service projects around the world
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
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D9685
D9685
D9685
D9685
D9700
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D9710
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D9830
THE ROTARY FOUNDATION - A REMINDER FROM THE ROTARY WEBSITE
bull How does The Rotary Foundation use donationsndash Our 35000 clubs carry out sustainable service projects
that support our six causes With donations like yours wersquove wiped out 999 percent of all polio cases Your donation also trains future peacemakers supports clean water and strengthens local economies
bull What impact can my donation havendash It can save a life A child can be protected from polio with
as little as 60 cents Our partners make your donation go even further For every $1 Rotary commits to polio eradication the Bill amp Melinda Gates Foundation has committed $2
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
WHAT IS THE PAUL HARRIS SOCIETY
US$1000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
WHY JOIN THE PAUL HARRIS SOCIETY
Doing so helps ensure the continued good work of Rotary
members
I participate in the Paul Harris Society because I care These contributions
demonstrate our commitment to serve
others
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
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D9570
D9600
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D9640
D9650
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D9800
D9810
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D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
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D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
JOINING THE PAUL HARRIS SOCIETY
Become a member
Join onlineComplete the brochureCall the Rotary Support
Center
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
ROTARY DIRECT
Recurring giving
Choose your designationSet amount amp frequency
MonthlyQuarterly Annually
Enroll online wwwrotaryorggivePHS membership is
automatic
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
INCREASING PHS MEMBERSHIP
bull Identify potential donors within your club
bull Speak to them individually ndash use the TRF brochures
bull Promote the concept of personal giving -
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
MAJOR DONORS
bull When your cumulative donations reach $10000 Major Donors can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant Recognition items commemorate giving at these levels
bull Level 1 $10000 to $24999 bull Level 2 $25000 to $49999 bull Level 3 $50000 to $99999 bull Level 4 $100000 to $249999
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
ARCH KLUMF RECOGNITION LEVELS
bull $250000+ Family Circlebull $250000 - $499999 Trustees Circlebull $500000 - $999999 Chairrsquos Circlebull $1m - $25m Foundation Circlebull $25m - $5m Platinum Trustees Circlebull $5m - $10m Platinum Chairrsquos Circlebull $10m+ Platinum Foundation Circle
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
Major Donors by District
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
Chart1
Level 1
Level 2
Level 3
Level 4
10
2
3
7
1
9
2
4
2
1
1
6
2
1
16
2
3
2
17
3
2
3
9
2
1
2
2
2
2
7
3
1
29
4
2
5
2
1
1
7
3
2
7
3
2
7
3
1
26
5
2
1
17
1
2
1
2
1
5
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
D9455
D9455
D9455
D9455
D9465
D9465
D9465
D9465
D9500
D9500
D9500
D9500
D9520
D9520
D9520
D9520
D9550
D9550
D9550
D9550
D9570
D9570
D9570
D9570
D9600
D9600
D9600
D9600
D9630
D9630
D9630
D9630
D9640
D9640
D9640
D9640
D9650
D9650
D9650
D9650
D9670
D9670
D9670
D9670
D9675
D9675
D9675
D9675
D9685
D9685
D9685
D9685
D9700
D9700
D9700
D9700
D9710
D9710
D9710
D9710
D9780
D9780
D9780
D9780
D9790
D9790
D9790
D9790
D9800
D9800
D9800
D9800
D9810
D9810
D9810
D9810
D9820
D9820
D9820
D9820
D9830
D9830
D9830
D9830
Sheet1
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
Level 1
10
7
9
4
6
1
16
17
9
2
2
7
29
2
7
7
7
26
17
2
5
Level 2
2
1
2
2
2
2
3
2
2
3
4
1
3
3
3
5
1
Level 3
3
1
3
2
1
2
2
1
2
2
2
2
1
Level 4
1
2
3
1
5
1
1
1
To resize chart data range drag lower right corner of range
Thank you for your time commitment and support
QUESTIONS
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
End Polio Now - Update
PDG Bob AitkenLower Blue Mountains Rotary
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
35 years ago Rotary started the End Polio Now Program
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
2013 2014 2015 2016 2017 YTD 2018
Last Case
Pakistan 93 306 54 20 8 1 8 Mar 18
Nigeria 53 6 0 4 0 021
Aug 16
Afghanistan 14 28 20 13 14 73
Mar18
Total Endemic 416 359 74 37 22 8
Wild polio cases as of April 2018
Fundraising ObjectiveEvery Club to contribute US$1500
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
BECAUSE WE ARE THIS CLOSE
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
WErsquoRE NOT IN THIS lsquoFIGHTrsquo ALONE
GOVERNMENTSOF THE WORLD
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
GLOBAL PLEDGING MOMENT ATLANTA 2017
US$12 B pledged including US$450 million RotaryGates
Commitment
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
WORLD POLIO DAY 24 OCTOBER
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
WHATrsquoS IT COST TO PROVIDE HOPE
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
PARTNERS
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
NID PAKISTAN
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
THANK YOU
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
The Endowment Fund
PDG Monica Saville Epping Rotary
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
ldquoRotaryrsquos tomorrow depends on what we do todayrdquo - ARCH C KLUMPH
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
THE ROTARY FOUNDATION ENDOWMENT FUND
bull Your annual gifts to the Rotary Foundation are helping people around the globe live better lives today
bull Planning a gift to Rotaryrsquos Endowment supports these same life-changing programs forever
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
FUNDRAISING GOALS
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
THE ENDOWMENT FUND
The spendable earnings contribute to DDF
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
CORE OBJECTIVES
Raise outright gifts Secure new estate commitments
Preserve existing commitments
+ +
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
RECOGNITION
THE ENDOWMENT FUND
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
WAYS TO GIVE ndash AND RECOGNITION
Benefactor (US$1000+)
Bequest Society (US$10000+)
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
Bequest SocietyMembers
leave US$10000or more in their
Will so their contribution
will work forever
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
Make an impact now and forever
108
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
Peace Fellows and Global Grants Scholarships
PDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in fields related to their areas of focus
US $30000 DISTRICT SCHOLARSHIP FOR 2019-20For overseas study at a post graduate level for one to four yearsDue 31st March 2019
CriteriaAligned to an area of focusExcellent leadership skillsSuccess in his or her academic field or vocationWell defined and realistic goalsSincerity about maintaining a lifelong relationship with Rotary
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
GLOBAL GRANT SCHOLARSHIPS
bull Studying at the London School of Economics and hosted by the Rotary Club of Leytonstone and Woodford 2017-18 Foundation Global Grant Scholar is Caroline English She is sponsored by Turramurra Rotary
bull Carolinersquos Area of Focus is Economic and Community Development She is studying for a Master of Public Administration and plans to work in economic development projects in South and South East Asia
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
GLOBAL GRANT SCHOLARSHIPS
Carolinersquos Host Club members presenting her with their club banner
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
GLOBAL GRANT SCHOLARSHIPS
2017-18 Global Grant Scholar Marshall Dunn was nominated by the Rotary Club of Mosman He is studying for an MA in Psychology and Education at Columbia University His host club in New York is the Rotary Club of Wall Street
Marshall is a teacher speaker and author and plans working in disadvantaged communities helping them to combat abuse bullying domestic violence and suicide
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant Scholar for 2015-16 was William Chan who started his studies in Milan being hosted by the Rotary Club of Milano CordusioHe gained approval to continue his studies in Berlin working on a research project
Williamrsquos field of work and study is water and sanitation and he has a track record of community service He was nominated by RC Macquarie Park
He is a RYLArian and was President of his school Interact Club
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
ROTARY PEACE FELLOWSHIPSThrough training practice and global networking the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution
A new online application is to be completed by the applicant due May 31 endorsement by District July 1
TWO YEAR MASTERS DEGREEAverage cost to the Foundation US$80000
Criteriabull Bachelorrsquos Degree and related experiencebull Commitment to International Understanding and Peacebull Excellent Leadership Skills
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
ROTARY PEACE FELLOWSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
bull Five years of related full time work or volunteer experience
bull Strong academic backgroundbull Commitment to International Understanding
and Peace
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia Garcia OAM who has just completed her three months of study at the Peace Centre at Chulalongkorn University in Bangkok The 22 Fellows are hosted by the Rotary Club of Bangkok and other Bangkok clubs
Patricia is a highly respected humanitarian and human rights advocate who has worked in war zones for over 20 years (Afghanistan Sudan Burma) and has worked for many global NGOs managing programs with responsibility for emergency and post conflict recovery
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
Lunch
Please return at 220pmWe begin at 225pm
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
District Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
DOUBLE THE IMPACT OF YOUR SERVICE PROJECT
bull About $100000 in District Grant Funds to award to 30+ clubs
bull We will match your project dollar for dollarbull Up to $3000 for Australian projectsbull Up to $6000 for International projects
bull Must be a new project ndash starting and ending in 201819
bull One-page application formbull One Grant per club
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
DISTRICT MATCHING GRANTS
International Projects
Community Projects
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
GRANT RULES
bull One Grant per club
bull Applications by May 30th helps District get their grant in earlier and receive the money quicker
bull ldquoTo do Good in the Worldrdquo
bull Minimum club contribution 100 of grant
bull Must be new project - not yet started
bull Involve your club - not a cheque hand out
bull District and Clubs must be re-qualify every year
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
ONE-PAGE APPLICATION FORM
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
GRANT RULES ndash TO QUALIFY FOR GRANT
bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Prior District Grants must be completed
bull Grants must be completed in the Rotary year
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
GRANT RULES ndash QUALIFICATIONS AND REPORTING bull Club officials must sign MOU
bull Participate in the District Training
bull Complete the Club Goals online
bull Australia min-$500 max $3000 first payment 50
bull International min-$1000- max $6000 first payment 50
bull Grants must be completed in the Rotary year
bull Reports Interim March Final May 30th
bull Reports must include good photos ndash high res please
bull 40+ clubs to have a District Grant in 2018-19
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
MEMORANDUM OF UNDERSTANDING IMPORTANT
Note Please read the MOU carefully and make sure your club will complyOur District funding depends on EVERY CLUB doing the right thinghellip
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
CLUB GOAL FOR ROTARY FOUNDATION
1
2
Log in
Click on View Club Goals
3Select ldquoGoal Centerrdquo in Lefthand Menu
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
ENTER YOUR CLUBrsquoS GOAL FOR THE ANNUAL FUND
4 Enter your clubrsquos fund raising goal for Annual Fund contributions in 201819
Note Your current or incoming President Secretary or Treasurer may need to do this
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
GRANT ASSESSMENT PROCESS1 Did your club receive a grant in 201718
No 5 pointsYes 0 points
2 Does your club support the Rotary Foundation Annual Fund in 2017181 point per $25 per capita as of 31 May up to 10 points
3 Are club members actively involved in the project10 points if the project is solely organised and delivered by the club 5 points if the club is actively participating with another organisation 0 points if the club is simply writing a cheque to another organization
4 Is your application complete by 30 June10 points if the clubrsquos application is received and all mandatory requirements (Attendance at District Assembly completion of Giving goals on line MoU signed and returned) are completed by 30 June0 points if any items are missing
Maximum Score 35 pointsGrants will be ranked and approved until all funds are allocated
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
EXAMPLES DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Mosman Womenrsquos Refuge
Kincumber Swags for Homeless
East Gosford Community Garden
Macquarie Park RASAID Outdoor Furniture
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
EXAMPLES DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Kurrajong North Richmond
Water Project - Cambodia
North Sydney Sunrise Living Fence ndash West TimorGosford North Solar Lights - MadagascarWindsor Kindergarten ndash East Timor
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
Global Grants
David Dean ndash Grants ChairRotary E-Club of Greater Sydney
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
TRIPLE THE IMPACT OF YOUR LARGER PROJECT
bull About $100000 in District Grant Funds to award in 201819
bull Projects must be at least $US 30000 (up to $US 200000)
bull D9685 can match your project dollar for dollarbull Up to $US 8000
bull World Fund matches your club 50 and matches District 100
bull Your $US 10000 club project becomes $US 31000
bull Requires Club or District in another Country
bull International Partner must contribute at least 30
bull Must be in an Area of Focus of the Foundation
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
GLOBAL GRANTS APPROVED THIS YEAR
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
GLOBAL GRANTS APPROVED IN 201617
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
bull Peace and conflict preventionresolutionbull Disease prevention and treatmentbull Water and sanitationbull Maternal and child healthbull Basic education and literacy bull Economic and community development
AREAS OF FOCUS
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
GLOBAL GRANT LIFECYCLE ndash ONE TO TWO YEARS
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
EVERYTHING ON THE ROTARYORG WEBSITE
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
EASY TO GET STARTED
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
APPLICATION IS ONLINE
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
APPLICATION IS ONLINE
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
KEYS TO SUCCESSFUL APPLICATION
bull Reliable international partner club personal contacts
bull Sustainability of the project over many years
bull Anticipate skeptical review of the application
bull Ask for help early and often bull David Dean 0412 798 526 djhdeangmailcom
bull TRF Liaison Person ndash Stephen Sundstrom
bull Patience
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
NEW REQUIREMENTS FOR GRANT APPLICATIONS
Global grant applications for projects requesting between US$50001 and $100000 from the World Fund will receive a technical review and interim site visit by The Rotary Foundation Cadre of Technical Advisers
Community Assessments Required From 1 July 2018- All Humanitarian and VTT projects- Results must be included in the application- Tools available to evaluate needs ndash surveys interviews
focus groups- District grants could be used to do assessment
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
REASONS FOR APPLICATIONS TO BE REJECTED
bull Project already startedbull Insufficient timebull Host District or Club will not Authorisebull Prohibited countrybull Insufficient fundsbull Insufficient sustainabilitybull Insufficient measurementbull No community involvementbull Incomplete application
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
SAMPLE QUESTIONS ASKED AFTER SUBMITTING APPLICATION
bull Is the whole village involved in this project How were beneficiaries selected to participate
bull Are the same individuals involved in the protein and fruitvegetable project
bull Please complete the attached training chart for the literacynumeracy course
bull What type of fruits and vegetables are going to be grown Are they appropriate for the local climate
bull Will the proteinfruitvegetables be solely for the familyrsquos consumption or will they be sold at market
bull If the goods are being sold at market how far away is the market and how will the goods be transported
bull How will it be determined who will participate in the fishpigchicken project and who will participate in the fruitvegetable project
bull How many animals will each participant receive
bull How will the participants afford to feed and care for the animals
bull Will there be veterinary care available for the animals if needed
bull Please complete the training chart for the dept of agriculture pigfishchicken training and for the fruitvegetable training
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
ROTARY CLUBS PARTNERS AND CO-OPERATING ORGANISATIONS
bull Must involve two countries ndash Host and Internationalbull Host club is not required to put in any cash but it is
recommended they put something towards the project bull Ideally the Host District will contribute DDF bull Involve other clubs in this district and the host district bull The project must not be started until the grant is approvedbull Check conflict of interest rules ndash re suppliers partners etcbull Partners will need to sign a MOUbull Cooperating Organisations ndash no TRF match
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
BOTTOM LINE
bull You can triple your funds using a Global Grant
bull Our District is very successful in obtaining grants
bull However it takes time and careful lsquograntsmanshiprsquo
bull We can help you
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
Bottom line
Questions
QUESTIONS
Slide Number 1
THE ROTARY FOUNDATIONOur Foundation - Our Charity
TODAYrsquoS PROGRAM ndash foundation Seminar 29-04-2018
The priorities of the Rotary Foundation
Foundation grants and Programs
AREAS OF FOCUS
District grants
Global Grants
Giving to Charity
The Rotary Foundation ndash The Club Chair Role
The Rotary Foundation ndash The Club Chair Role
Club Foundation Chair Manual
Club Qualification
Goal Setting
My Rotary website
Foundation Calendar
Foundation Dinner - 2018
DISTRICT TEAM- the Rotary Foundation
Zone Representatives - the Rotary Foundation
Our Foundation ndash The Broader ViewMark Anderson Rotary Club of Beecroft - RISPPO
RISPPORotary International South Pacific and Philippines Office
Slide Number 22
Slide Number 23
Slide Number 24
Slide Number 25
Slide Number 26
Slide Number 27
Slide Number 28
Slide Number 29
Slide Number 30
Slide Number 31
Slide Number 32
Slide Number 33
Slide Number 34
Slide Number 35
Slide Number 36
Slide Number 37
Slide Number 38
Slide Number 39
Slide Number 40
Slide Number 41
Slide Number 42
hellipto do good in the world
Slide Number 44
Slide Number 45
Slide Number 46
Our role is to convince all Rotarians to make The Rotary Foundation their charity of choice
The Rotary Foundation
Slide Number 49
Slide Number 50
Slide Number 51
Slide Number 52
Slide Number 53
Slide Number 54
Slide Number 55
Slide Number 56
Slide Number 57
The Annual FundGiving ProgramsClub Giving Personal Giving
Club Giving
The Centurion ProgramGavin RalstonRotary E-Club of Greater Sydney
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
THE CENTURION PROGRAM
Paul Harris Society ndash Major DonorsPDG David CookLower Blue Mountains Rotary PDG Bruce LakinUpper Northern Beaches Rotary
The Rotary Foundation - A Reminder from the rotary website
The Rotary Foundation - A Reminder from the rotary website
WHAT IS THE PAUL HARRIS SOCIETY
WHY JOIN THE PAUL HARRIS SOCIETY
JOINING THE PAUL HARRIS SOCIETY
ROTARY DIRECT
INCREASING PHS MEMBERSHIP
PAUL HARRIS SOCIETY RECOGNITION
MAJOR DONORS
ARCH KLUMF RECOGNITION LEVELS
Slide Number 83
QUESTIONS
End Polio Now - UpdatePDG Bob AitkenLower Blue Mountains Rotary
Keep the Dollars Rolling in For Polio
Slide Number 87
Slide Number 88
Slide Number 89
Slide Number 90
Because we are this close
Wersquore not in this lsquofightrsquo alone
Global Pledging Moment Atlanta 2017
World Polio Day 24 October
Whatrsquos it cost to provide hope
Partners
NID Pakistan
Thank you
The Endowment Fund PDG Monica Saville Epping Rotary
Slide Number 100
The Rotary Foundation Endowment Fund
Fundraising goals
The Endowment Fund
Slide Number 104
Slide Number 105
Ways to Give ndash and Recognition
Slide Number 107
Make an impact now and forever
Peace Fellows and Global Grants ScholarshipsPDG Pam PritchardTurramurra Rotary
GLOBAL GRANT SCHOLARSHIPS
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
Global Grant Scholarships
ROTARY PEACE FELLOWSHIPS
ROTARY PEACE fellowships
Peace Fellow
LunchPlease return at 220pmWe begin at 225pm
District GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Double the impact of your service project
DISTRICT Matching GRANTS
GRANT RULES
One-page Application form
GRANT RULES ndash to Qualify for grant
GRANT RULES ndash Qualifications and Reporting
Memorandum of understanding important
Club goal for rotary foundation
Enter your clubrsquos goal for the annual fund
Grant assessment process
Examples District Grants for Australian projects
Examples District Grants for international projects
Global GrantsDavid Dean ndash Grants ChairRotary E-Club of Greater Sydney
Triple the impact of your larger project
Global grants approved this year
Global grants approved in 201617
Areas of focus
Global grant lifecycle ndash one to two years
Everything on the rotaryorg website
Easy to get started
Application is online
Application is online
Keys to successful application
Slide Number 143
Slide Number 144
New requirements for grant applications
Reasons for applications to be rejected
Sample questions asked after submitting application
Rotary clubs Partners and Co-operating Organisations
