The Rotary Foundation

PETS 1

District 6360

Where there is a need …Where there is a need …

The Rotary Foundation:The Rotary Foundation:

… … The Rotary The Rotary Foundation can Foundation can

help!help!

To enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education,

and the alleviation of poverty

• Founded in 1917 by RI President Arch Klumph.

• First contribution was $26.50.

• First grant/donation was $500 to the International Society for Crippled Children (which later became Easter Seals Society).

• Contributions jumped in 1947 upon the passing of Paul Harris.

• Today, it’s one of the top charities in the world

• The Rotary Foundation is our Foundation

• World reach greater than the United Nations – Rotary is truly global

• Can go where politicians and religious groups cannot

Funding Our Foundation

The Rotary Foundation

Annual Fund

For Support Today

Endowment Fund

To Secure TomorrowPolioPlus Fund

End Polio Now

Contributions

SHARE System

Contributions

Spendable Earnings

Annual Fund

EndowmentFund

PolioPlus Fund

Annual Fund

For Support Today

The Annual Fund-SHARE System

50% District50% District 50% World Fund 50% World Fund

• District portion:– District directed

– Used by Rotarians in the district

– Spent on TRF grants and programs

• World Fund portion:– Trustee directed

– Used by Rotarians worldwide

– Spent on TRF grants and programs

District 63602013-2014 Rotary Foundation

Committee Structure

District GovernorTerry AllenLakeshore

District GovernorTerry AllenLakeshore

Committee ChairTeresa Brandell

Delta-Waverly

Committee ChairTeresa Brandell

Delta-Waverly

GrantsSubcommittee

** Vacant ***

GrantsSubcommittee

** Vacant ***

Polio PlusSubcommittee

Ed FosterCharlotte

Polio PlusSubcommittee

Ed FosterCharlotte

FundraisingSubcommitteeHarold Mondol

Lansing Dewitt Sunrise

FundraisingSubcommitteeHarold Mondol

Lansing Dewitt Sunrise

StewardshipSubcommittee

Jim TempleBerrien Springs-Eau

Claire

StewardshipSubcommittee

Jim TempleBerrien Springs-Eau

Claire

 Please rank the following possibilities for spending priorities for our District’s use of its District Designated Funds from The Rotary Foundation for the 2014-2015 Rotary Year.

 

Place a number by each choice, using “1” for the highest priority and “7” for the lowest priority. Please use each number only once.

_____ Club projects

_____ Polio Plus

_____ District-wide scholarship(s)

_____ Global Grants

_____ Vocational Training Teams

_____ Rotary Peace Centers

_____ Local contingency fund

Turn in completed form at PETS March 13-15 in Kalamazoo.

• SHARE

– Half of all SHARE contributions come back to

districts and clubs after three years

– The other half goes to the World Fund

• World Fund

• Areas of Focus

A donation to the Annual Fund can be directed to:

• Peace and conflict prevention/resolution

• Disease prevention and treatment

• Water and sanitation

• Maternal and child health

• Basic education and literacy

• Economic and community development

• Supports grants and programs through the SHARE system, which sends funds back to clubs and districts

• Contributions credited to donor’s club• Contributions applied to club’s goal• Contributions count toward donor

recognition, including Paul Harris Fellow, EREY, and TRF Sustaining Member

20102011

Funds from Annual Fund available to districts 3 years after they are contributed - through SHARE

Contributions to the Annual Fund made in 2010-11 are now available in 2013-14

Contributions made in 2013-14 available in 2016-17

20152016

20122013

20132014

20162017

20112012

20142015

Earnings used for Earnings used for administrative costsadministrative costs

2014-15

50% to World Fund50% to World FundMatching GrantsPackaged Grants

Peace FellowsPolio+

50% to District50% to District

Up to ½ to District

Grants

At least½ to Global

Grants

2011-12 2012-13

$$200,000

$50,000$50,000

$100,000 $100,000

Grant Distribution ExampleANNUAL PROGRAMS GIVING -- SHARE

2013-14

• In 2011-12, contributions = $131,160.62

• $65,580.31 to World Fund and $65,580.31 to District

• District-controlled $$$ are split as follows:

Global Fund: 50% = $32,790.15 District Fund: 50% = $32,790.15

Can be used for: Can be used for:

Global Matching Grants Club projects (community and international)

World Peace Scholars Local contingency fund

Global Scholars Scholarships

Vocational Training Teams Vocational Training Teams

Polio Polio

2012 Governors-elect Training Seminar | 8

Endowment Fund

The Rotary Foundation

To Secure Tomorrow

• Endowment Fund contributions are not spent. They are invested in perpetuity.

• Only the earnings are used to support activities.

The TRF Trustees determine the Endowment Fund spendable earnings, which are then split:

• 50% to the World Fund• 50% credited to district

Polio Plus Fund

The Rotary Foundation

End Polio Now

Wild Poliovirus Cases

* As of Feb. 5, 2014

Total Cases Year-to-date 2014 Year-to-date 2013 Total in 2013

Globally 8 1 400

In endemic countries

8 1 160

In non-endemic countries

0 0 240

PolioPlus

World’s Biggest Commercial

Contributions to the PolioPlus Fund are eligible for Paul Harris

Fellow recognition.

How do I set my club’s goals?

• What is the giving history of my club• What will individual club members give

during your year – ask them to make a pledge!

Gather information:

Club Fundraising Analysis

Club Recognition Summary

• Discuss goals with your club members and board -- get their buy-in!

• Make goals challenging, yet achievable.• Make a leadership donation, and encourage

other leaders in your club to do the same.

Set your club goals:

1. Annual Fund goal – includes:

1. Paul Harris Society

2. Sustaining Members

3. EREY

4. Other contributions

2. PolioPlus Fund goal.

3. Major Gifts/Endowment Fund goal – includes:1. Major Gifts

2. Bequest Society

3. Benefactors

Three main goals needed:

Putting our contributions to work

• District grants• Global grants• Packaged

grants

• Single block grant awarded annually

• Activities align with Foundation’s mission

• Smaller activities and projects

• Local or international activities

• Active Rotarian participation

• Adhere to stewardship guidelines

• Bike safety helmets

• Backpacks with school supplies

• Picnic grove

• Summer food boxes

• HIV/AIDS test kits

• Food backpacks

• Supplies for at-risk students

• Veterans Memorial park lighting

• Outdoor basketball court

• Wooden playground

• Boardwalk

• Orphanage laundry equipment

• Shoes, boots, coats

• Clean water gravity flow system

• Classroom furniture

• Park equipment

• Reading program for elementary students

• Renovations for emergency overnight shelter

• Medal of Honor monument

• Infant mortality awareness

• Elementary school mentoring program

• Senior scholarships

• Long-term projects

• Larger grant awards

• $30,000 minimum budget

• Sustainable, measurable outcomes

• Alignment with area(s) of focus

• World Fund match

• Requires international partner

• Strategic Partners

• Expertise in Areas of Focus

• Global scope of work

• Encourages involvement by smaller clubs

• Funded by World Fund and strategic partner

• Predesigned projects

• Process open to all clubs

• Ensures that clubs have the appropriate financial and stewardship controls in place to manage grants funds

• Implement MOU

• At least 2 members must attend a Grant Management Seminar

• Qualification good for one year

Key Dates

• Application deadline for District grants: May 31

• Application for Global Grant may be made at any time

• Grant Management Seminars:– Wednesday, April 2, Lansing area– Saturday, May 3, Oshtemo

– Friday, May 16, at the District Conference

• Select a designation, amount and frequency

• Safe, simple and secure: www.rotary.org