The Rotary Foundation

PETS I

District 6360

• World UnderstandingWorld Understanding

• GoodwillGoodwill

• PeacePeace

The Rotary Foundation MissionThe Rotary Foundation Mission

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

and the alleviation of poverty

• The Rotary Foundation is our Foundation• Addresses the greatest needs• World reach greater than the United

Nations• We can go where politicians and religious

groups cannot• It’s one of the top charities in the world

• 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).

Doing good in the world …

Where does the money come from?

The Rotary Foundation

Annual Fund

For Support Today

Permanent Fund

To Secure Tomorrow

PolioPlus Fund

End Polio Now

Contributions

SHARE System

Contributions

Spendable Earnings

Annual Fund

PermanentFund

PolioPlus Fund

Annual Fund

• SHARE

– Half of all SHARE contributions come back to

districts and clubs in 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

Build ongoing support Reinforce strategic priorities Easy to understand Attractive for non-contributing Rotarians &

non-Rotarians Certainty about what gift supports Makes Rotary competitive with other NGOs

2012 Governors-elect Training Seminar | 5

• 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

20092010

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

Contributions to the Annual Fund made in 2009-10 are now available in 2012-13

Contributions made in 2012-13 available in 2015-16

20142015

20112012

20122013

20152016

20102011

20132014

Earnings used for Earnings used for administrative costsadministrative costs

2013-14

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

2010-11 2011-12

$$200,000

$50,000$50,000

$100,000 $100,000

Future Vision Grant Distribution ExampleANNUAL PROGRAMS GIVING -- SHARE

2012-13

16

Goal of the EREY campaign:

100% Member Participation

$100 per capita

School supplies

Malaria tests

Water hygiene training

• Two desks for elementary school in

Honduras• 50 mosquito nets for women and children

in Tanzania• One year of tuition for a high school

student in China

HIV anti-retroviral drugs

Mobility for disabled youth

Domestic abuse education

• One portable dental chair for dental care to

indigenous children in Mexico

• 400 pairs of eyeglasses for individuals in

Nigeria

• Microcredit loans for 23 women in the

Philippines to support their families

• Select a designation, amount and frequency

• Available in multiple currencies

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

Polio Fund

The Rotary Foundation

World Poliovirus Cases

* As of Feb. 20, 2013

Total Cases Year-to-date 2013 Year-to-date 2012 Total in 2012

Globally 2 18 223

In endemic countries

2 17 217

In non-endemic countries

0 1 6

PolioPlus

World’s Biggest Commercial

Contributions to the PolioPlus Fund are eligible for Paul Harris

Fellow recognition.

Permanent Fund

The Rotary Foundation

• The Permanent Fund is Rotary’s endowment fund.

• Contributions are not spent. They are invested in perpetuity.

• Only the earnings are used to support activities.

Benefactor

• A provision in estate plan to gift a minimum of $1,000 to The Rotary Foundation

• An outright gift of $1,000 to Permanent Fund

Bequest Society• A provision in an estate plan to gift a

minimum of $10,000 to the Foundation• Examples: living will, life insurance policy

Recognitions for donations

Honor to those who contribute $1,000 or in whose name $1,000 is contributed

$10,000+ Cumulative Giving

$250,000+ In your Estate Plans/Giving

Major DonorArch Klumph

SocietyMultiple PHF

$2,000+ Cumulative Giving

Contributes at least $100 every year to the Annual Fund

2009-2010

$1,000+ Each Yearfor at least 3 years

Annual Fund PolioPlus Fund Foundation Grants* While less

than 3% of TRF supporters are eligible, they

make up more than 30% of Annual Fund contributions each year!

100% Paul Harris Fellow Club

Top ThreePer Capita Giving

Clubs

100% Rotary Foundation Sustaining

Member Club

Every Rotarian, Every Year Club

Doing good in the world …

Where does the money go?

The Annual Fund-SHARE System

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

The Trustees determine the Permanent Fund spendable earnings, which are then split:• 50% to the World Fund• 50% credited to district

• District Fund– District directed

– Used by Rotarians in the district

– Spent on TRF grants and programs

• World Fund– Trustee directed

– Used by Rotarians worldwide

– Spent on TRF grants and programs

2012 Governors-elect Training Seminar | 8

• In 2010-11, contributions = $152,424

• $76,212 to World Fund and $76,212 to District

• District-controlled are split as follows:

Global Fund: 50% = $38,106 District Fund: 50% = $38,106

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

Doing good in the world …

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.• Bring your completed goal sheet to PETS!

Set your club goals:

1. Annual Fund goal (made up of other goals).

2. PolioPlus Fund goal.

3. Major Gifts/Permanent Fund goal.

Three main goals needed:

 Please rank the following possibilities for spending priorities for our District’s use of its District Designated Funds from The Rotary Foundation for the 2013-2014 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 14-16 in Kalamazoo.

Future Vision Plan Update

• Simplify programs and processes

• Focus Rotarian service efforts to increase global impact

• Support global and local efforts

• Increase sense of ownership atthe district and club levels

• Enhance Rotary’s public image

• District grants• Global grants• Packaged

grants

• Educational and humanitarian activities consistent with the mission

• Single “block” grant awarded annually

• Smaller activities and projects

• Local or international activities

• Long-term projects

• Larger grant awards

• Sustainable, measurable outcomes

• Alignment with areas of focus

• World Fund match

• Strategic Partners

• Planned by Rotarians

• Encourage involvement by smaller clubs

• Little cost to clubs

• Managed by the district• Minimum requirements:

– At least two club members attend Grant Management Seminar.

– The club agrees to implement the club MOU with signatures of the president and president-elect.

– Qualification good for one year.

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1.Enhanced Online System

2.Adjusted District Leadership Structure

3.Contingency Fund for District Grants

4.Expanded Criteria for Areas of Focus

5.Clarified Guidelines for Areas of Focus and Sustainability

6.Streamlined Global Grant Application Process

7.Simplification of Global Grant Scholarships

8.Less Restrictions for VTTs

9.International Travel in Global Grants

10.Reduction in Packaged Grant Minimum

District Community Grants&

District International Grants

• Single “block” grant awarded annually for club and district projects

• Local or international activities• Local decision making with broader

guidelines• Smaller activities and projects

• Include active Rotarian participation• Adhere to stewardship guidelines• Demonstrate cultural sensitivity• Activities align with Foundation’s mission

• 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

Global Grants

• Area of focus• Community need• Community participation • Strengthen knowledge, skills, resources• Long-term benefit • Measurable results• $30,000 minimum budget

Strategic Partners and Packaged Grants

District Rotary Foundation Seminar

Strategic Partners

• Global scope of work• NGOs, universities, corporations• Expertise in an area of focus• Formal relationship to secure

resources• Enhance service opportunities through

packaged grants

District Rotary Foundation Seminar

Packaged Grants

• For clubs and districts • Predesigned projects • Funded by World Fund and strategic

partner• Educational and humanitarian

activities• Rotarians focus on implementation