Understanding The Rotary Foundation Basic Overview Programs The Rotary Foundation of Rotary InternationalDISTRICT 7610 – FOUNDATION SEMINAR

Understanding

The Rotary Foundation

Basic Overview

Programs

The Rotary Foundation of Rotary International DISTRICT 7610 – FOUNDATION SEMINAR

Regional Rotary Regional Rotary Foundation CoordinatorFoundation Coordinator

• Assigned three main responsibilities– Promote financial support for TRF

– Promote programs support for TRF

– Train Rotarians about TRF

The Rotary Foundation of Rotary International DISTRICT 7610 FOUNDATION SEMINAR

District 7610District 7610



Is available:

• to answer Foundation-related question

• to help you in creating a Foundation seminar

• to serve as a speaker at any Foundation function

• to provide Foundation-related information



Your Rotary Foundation

Resource


Mission StatementMission Statement

Approved June 2006

The Mission of The Rotary Foundation of Rotary International is to enable Rotarians to advance world understanding, goodwill and peace through the improvement of health, the support of education and alleviation of poverty.


Mission StatementMission Statement

Our Motto:

“Doing good in the world.”


TRF ProgramsTRF Programs

• Educational

• Humanitarian

• PolioPlus


Educational ProgramsEducational Programs

• Ambassadorial Scholarships

• Group Study Exchange

• Rotary Centers for International Studies in Peace and Conflict Resolution

• Rotary Grants for University TeachersRotary Peace and Conflict Studies program (at Chulalongkorn University, Thailand)

Ambassadorial Ambassadorial ScholarshipsScholarships

• Academic-Year– 9 months full-time study

For Students to study abroad and serve as Ambassadors of good will

For Students to study abroad and serve as Ambassadors of good will



Group Study ExchangeGroup Study Exchange

• Teams spend 4 to 6 weeks abroad

• Districts can send teams every other year using World Fund awards

• Variations include: Single-Vocation teams, Cultural teams, Humanitarian GSEs

The international exchange of young non-Rotarian professionals

The international exchange of young non-Rotarian professionals


Rotary CentersRotary Centers

• Focus on peace and conflict issues

• Advance knowledge and world understanding among potential world leaders

• Promote greater tolerance and cooperation among peoples

Master’s degree program in fields related to peace studies and conflict resolution

Master’s degree program in fields related to peace studies and conflict resolution

Peace and Conflict Peace and Conflict Studies ProgramStudies Program

• For middle and upper-level managers in government, non-governmental organizations, and private corporations

• 3-month program• 30 students per session

Peace studies, conflict resolution and mediation training at Chulalongkorn

University, Thailand

Peace studies, conflict resolution and mediation training at Chulalongkorn

University, Thailand


Grants for University Grants for University Teachers Teachers (eliminated for 2010-2011)(eliminated for 2010-2011)

• Provides expertise not readily available in a particular area

• 3 to 5 month & 6 to 10-month programs

• Funded by DDF


To strengthen higher education in low-income countries

To strengthen higher education in low-income countries


Educational ProgramsEducational Programs

Recent ChangesRecent Changes

Beginning with 2009-10 year, awards for Ambassadorial scholarships will be a flat grant of:

• US$23,000 for Academic-Year scholarships


Humanitarian ProgramsHumanitarian Programs

• Matching Grants

• District Simplified Grants

• Health, Hunger, and Humanity Grants (3-H) (application restricted)


Matching GrantsMatching Grants

• Foundation match from World Fund– US $0.50 match for every US $1 cash

contribution

– US $1 match for every US $1 DDF (SHARE) contribution

• Applications accepted 1 July – 31 March

To assist Rotary clubs and districts in carrying out humanitarian projects




• Two grant types– Matching Grants:

US $5,000 - $25,000

– Competitive Matching GrantsUS $25,001 - $150,000





• Projects must involve active Rotarian participation

• Grants must address humanitarian need

• All grants must adhere to Terms and Conditions of Matching Grants Awards

• Reports due every 12 months

General Guidelines


District Simplified GrantsDistrict Simplified Grants

• One grant per year per district (can be used for multiple projects)

• Use 20% maximum DDF from 3 years prior• For local or international use• Reports due every 12 months

• Requests accepted 1 July – 31 March in Rotary Year prior to implementation of projects

To support service projects in the local community or internationally

To support service projects in the local community or internationally


What is DDF?What is DDF?

• District Designated Fund• 50% of district’s total Annual Program

Funds raised three years earlier• Available for district use


What is the World Fund?What is the World Fund?

• 50% of district’s total Annual Program Funds raised three years earlier

• Used for Rotary’s match in Matching Grants, Individual Grants (currently in

moratorium) and to send Group Study Exchange teams


Volunteer Service Grants Volunteer Service Grants

• To support travel to plan and provide direct service• Available to qualified Rotarians and spouses of

Rotarians• Flat grant award

– US$3,000 per individual or US$6,000 for a team of up to 5 members

• Applications received 3 months prior to departure and approved 2 months prior to departure

Eliminated for 2010-2011Eliminated for 2010-2011


Volunteer Service Grants Volunteer Service Grants

• Eligibility for traveler(s) based on:– Defined community need

– Need that can be met by skills and experience of the traveler's)

– Skills and experience not available locally

Eliminated for 2010-2011Eliminated for 2010-2011


District Simplified GrantsDistrict Simplified Grants

• Grants over $25,000: payment made in installments based upon spending plan

• Districts must provide progress reports delineating the expenditures before additional installments are made.

Important CriteriaImportant Criteria


3-H Grants3-H Grants

• Projects must be self-sustaining (after funds are spent)

• Sponsors have successfully worked together on a Matching Grant

• Sponsors provide minimum of 10% of award

Funds integrated long-term self-help, grassroots development projects

Funds integrated long-term self-help, grassroots development projects


PolioPlusPolioPlus

• 20 years of Rotarians’ effort

• With 20 million volunteers

• In 200 countries

• Immunizing 2 billion children

To protect children worldwide from the cruel and fatal consequences of polio

To protect children worldwide from the cruel and fatal consequences of polio


Global Eradication Global Eradication InitiativeInitiative

A public-private partnership led by:• World Health Organization (WHO)

• Rotary International

• Centers for Disease Control and Prevention (CDC)

• United Nations Children’s Fund (UNICEF)


Progress June 2008- Progress June 2008- June 2009June 2009

• 2 new polio vaccines developed, licensed & used.

• 2 countries removed from list of endemic areas.

• 15 countries removed from list of

re-infected areas.

….. only 4 countries remain endemic.


Polio Endemic Countries 2009Polio Endemic Countries 2009

4 endemic countries, the lowest in history


PolioPlusPolioPlus

• What Can Rotarians Do?– Support a PolioPlus Partners Project

– Highlight publicly the role of Rotary in the global eradication initiative

– Schedule a club program on PolioPlus


ResourcesResources

• District Foundation Chair, AFC

• The RI website, www.rotary.org

• The staff at The Rotary Foundation

Understanding


Questions?


Programs

Understanding


Basic Overview

Fund Development / SHARE



Fundraising for Fundraising for The Rotary FoundationThe Rotary Foundation

Contributions support the programs of


and are vital to the success of our organization to do good in the world

Contributions support the programs of


and are vital to the success of our organization to do good in the world


Annual Programs FundAnnual Programs Fund

• Supports Foundation programs

• Vital to the Foundation’s role today

• Contributions earn Paul Harris Fellow Recognition

• Contributions support Every Rotarian, Every Year initiative


Permanent FundPermanent Fund

• Contributions support long-term sustainability of our Foundation

• Funds invested, the corpus is never spent

• Supports Foundation programs

• Contributors include Benefactor and Bequest Society members

• Key to Foundation’s role in the future


Establish Fundraising GoalsEstablish Fundraising Goals

•In order to reach the Annual Programs Goal

•encourage clubs to set their club goals

•higher than last year

Annual Programs Fund goal for 2009-10 US $120 million – or US$100 per capita

Annual Programs Fund goal for 2009-10 US $120 million – or US$100 per capita


Goal SettingGoal Setting

• Discuss club goals with incoming club presidents early (before PETS)

• Encourage clubs to set their club goals higher than previous year

• Collect Club Goal Forms during PETS• Monitor clubs’ progress toward their goals

Added benefit: Identifies future district leaders


Fundraising TipsFundraising Tips

• Lead by example – make your leadership gift at the beginning of the Rotary year

• Encourage clubs to support TRF during club visits

• Urge clubs to participate in at least one TRF-supported project a year

• Establish or increase participation in Paul Harris Society


Your Support TeamYour Support Team

• Work with your Zone team!

• Communicate regularly with Foundation Staff and Zone leaders


Member AccessMember Access

• View Membership Data

• View own personal contribution history

• Search Official Directory

• Manage E-mail Subscriptions

• View Club Recognition Summaries

• View Monthly Contribution Reports

• Contribute to TRF


Understanding Understanding SHARESHARE

What does it do?What does it do?

SHARE transforms TRF contributions into Ambassadorial Scholarships, Matching

Grants projects, Group Study Exchanges and more.


SHARESHARE

The 3-Year CycleThe 3-Year Cycle

TRF uses the earnings from

SHARE’s 3-year investment cycle

to pay for administration

and fund development

The three-year cycle gives

districts time for program

planning and participant selection

TRF operates on a unique funding

cycle, using contributions for

program activities three years after

they are collected


What is DDF?What is DDF?

• District Designated Fund• 50% of district’s total Annual Program

Funds raised three years earlier• Available for district use


What is the World Fund?What is the World Fund?

• 50% of district’s total Annual Program Funds raised three years earlier

• Used for Rotary’s match in Matching Grants, Volunteer Service Grants and to send out Group Study Exchange teams


SHARESHARE

2009-10

2010-11

2011-12

2012-13

Funds Raised Funds available for planning

decisions

1 March: Donate

scholarship

1 Oct. Scholars application due

1 Oct. Extra GSE application

Funds used for Foundation programs

31 March: DSG requests due

How it worksHow it works


SHARESHARE

How it worksHow it works

Unused DDF transferred to next year

(Districts notified in August)

2013-142009-10

Donations by 30 June

Invested for 3 Years

DDF used

1 July

2010-11 2011-12

1 July 1 July

2012-13


SHARESHARE Planning Planning

• DRFC Chair– Signature required for DDF use– Works with District Rotary Foundation Committee

to plan DDF use– Serves 3-year term

• District Governor– Provides leadership and direction to DRFC Chair

and all subcommittees

Who is Involved in SHARE Planning:Who is Involved in SHARE Planning:


District TeamDistrict Team

• District Governor

• District Rotary Foundation Committee Chair, AFC

• District Rotary Foundation Subcommittee Chairs

• District Governor-Elect

• Other knowledgeable Rotarians


Regional ConcernsRegional Concerns

• Economic Downturn

• Requested “Polio Plus” contribution by Districts (D7610 - $104,000)

• Moratorium on several Educational and Humanitarian programs of TRF

• Initiation of “every other year” funding of GSE for Districts.


ResourcesResources

• The District Foundation Chair, AFC

• The RI website, www.Rotary.org

• The staff at The Rotary Foundation

Understanding


Questions?


Fund Development / SHARE

Documents

Understanding The Rotary Foundation Basic Overview Programs The Rotary Foundation of Rotary InternationalDISTRICT 7610 – FOUNDATION SEMINAR