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Rotary Foundation Seminar

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1 Rotary Foundation Seminar
The Rotary Foundation District 9500 Rotary Foundation Seminar 3rd November, 2013. DRFC Ed King

2 The Rotary Foundation The Foundation is a not-for-profit corporation supported solely by voluntary contributions from Rotarians and friends of the Foundation who share its vision of a better world.

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

4 The Rotary Foundation 1917 - Started as Endowment Fund ($26.50)
First Donation ($500 to Crippled Children) $50,000 Balance in Bank $2 million Fundraising Goal Set – WWII Setback Passing of Paul Harris $10.00 gift to honour PH sees funds pour in exceeding $1.775m. TRF Underway! PHFs established.

5 Need for Future Vision Plan
Immense growth Relevance in philanthropic world Sustainability, significance, simplification 5

6 Future Vision Plan Goals
Focus service efforts to increase impact Simplify programs and processes Support global and local efforts Increase sense of ownership for districts and clubs Enhance Rotary’s public image 6

7 New Grant Model District Grants Global Grants Packaged Grants 7

8 District Grants Single “block” grant awarded annually
Local or international activities Activities align with the mission Local decision making, with broader guidelines Smaller activities and projects <15K 8

9 Global Grants Long-term projects Sustainable outcomes
Larger grant awards aligned with Areas of Focus (over 30K) World Fund match 100% with DDF 50% Cash Contributions Primary Host Sponsor and International Sponsor 9

10 6 Areas of TRF Focus Peace and conflict prevention/resolution
Disease prevention and treatment Water and sanitation Maternal and child health Basic education and literacy Economic and community development

11 Promoting Peace Today, 42 million people are displaced by armed conflict or persecution. Through our partnerships with several leading universities, Rotary Peace Fellows develop the skills to strengthen peace efforts, train local leaders to prevent and mediate conflict, support long-term peace building in areas affected by conflict. We provide up to 100 peace fellowships per year at Rotary Peace Centres

12 Fighting disease More than 100 million people are pushed into poverty each year because of medical costs. We aim to improve and expand access to low-cost and free health care in underdeveloped areas. Our members educate and mobilize communities to help prevent the spread of major diseases such as polio, HIV/AIDS, and malaria. Many of our projects ensure that medical training facilities are located where the workforce lives.

13 Providing clean water More than 2.5 million people lack access to adequate sanitation facilities. At least 3,000 children die each day from diarrheal diseases caused by unsafe water. Our projects give communities the ability to develop and maintain sustainable water and sanitation systems and support studies related to water and sanitation.

14 Saving mothers and children
At least 7 million children under the age of five die each year due to malnutrition, poor health care, and inadequate sanitation. To help reduce this rate, we provide immunizations and antibiotics to babies, improve access to essential medical services, support trained health care providers for mothers and their children. Our projects ensure sustainability by empowering the local community to take ownership of health care training programs.

15 Supporting education Sixty-seven million children worldwide have no access to education More than 775 million people over the age of 15 are illiterate. We aim to strengthen the capacity of communities to support basic education and literacy, reduce gender disparity in education, and increase adult literacy.

16 Growing local economies
Nearly 1.4 billion employed people live on less than $1.25 a day. We carry out service projects that enhance economic and community development and develop opportunities for decent and productive work for young and old. We also help strengthen local entrepreneurs and community leaders, particularly women, in impoverished communities.

17 Packaged Grants Work with Strategic Partners Predesigned projects
Funded entirely by World Fund & Strategic Partner Aligned with an area of focus 17

18 Rotary Foundation FUNDS
The Rotary Foundation is your Foundation. Funds are received as:- Annual Programs Fund The Permanent Fund Polio Plus

19 Foundation Funding SHARE System Contributions Annual Fund Permanent
Spendable Earnings PolioPlus Fund 19

20 SHARE System Divides Annual Fund contributions between
District Designated Fund (DDF) World Fund Transforms contributions into grants, etc. Allows clubs to determine how district contributions are spent 20

21 TRF Money Flow Share DDF TRF Program Funding Investment Earnings World
(District Designated Fund) TRF Program Funding Rotarian Contributions Share Investment Earnings World Fund

22 TRF Administrative Expenses
Understanding SHARE Spend Select Participants Plan/Allocate Contribute YEAR 3 Earnings Pay TRF Administrative Expenses YEAR 2 YEAR 1 50% World Fund 50% District Designated Funds (DDF) Matching Grants Vocational Training Team (VTT) Health, Hunger and Humanity Grants (3-H) Rotary Peace Centers District Simplified Grants Matching Grants Ambassadorial Scholarships Additional VTT Team Rotary Peace Centers

23 Three Needs, Three Ways of Giving
Annual Programs Fund To Support Today Permanent Fund To Secure Tomorrow End Polio Now

24 AF - SHARE 3 - Year Cycle 2009 2010 2010 2011 2011 2012 2012 2013 2013 2014 2014 2015 Funds from Annual Giving available to districts 3 years after they are contributed - through SHARE Contributions to the Annual Programs Fund made in are now available in Contributions made in available in

25 All are Tax Deductable except Permanent Fund & Disaster Recovery if
Contributing to the Foundation Clubs Annual Fund Polio Plus Permanent Fund Six Areas of Focus Disaster Recovery Matching Grants Personal EREY Centurions Paul Harris Fellow Paul Harris Society Major Donor Arch Klumph Society All except Permanent Fund & Disaster Recovery accrue PHF Recognition points All are Tax Deductable except Permanent Fund & Disaster Recovery if given via TARFT

26 The Annual Programs Fund
The Annual Programs Fund is the main source of funding for Educational and Humanitarian programs Centurion membership – $100 per year Paul Harris Fellow – US$1,000 recognition Paul Harris Society – Annual US$1,000 giving S A motivating force behind setting the EREY goal so high is simply the great need in the world for the Foundation’s work. For the Foundation to support increasing requests for grants to serving an ever increasing world need, the Foundation’s Annual Programs fund needs to grow. It is with Rotarian’s generosity that we can achieve this noble effort. The stronger the APF is, the stronger our Educational and Humanitarian programs will be, and the more lives Rotary can touch in a positive way. Contributions to The Australian Rotary Foundation Trust are tax deductible. 26

27 How Have We Performed ?

28 Contribution by Fund

29 It is not lost in roll-over
What if we don’t use all our $$$ It is not lost in roll-over Funds Raised Funds Spent Unused DDF rolls forward to the next year for use in Global Grants Unused DDF is calculated; districts notified in May 29

30 District Ranking

31 What is “Sustainability”?
The Rotary Foundation describes ‘Sustainability’ as: “The capacity for maintaining long-term outcomes to serve the needs of a community after grant funds have been expended.”

32 Sustainable Projects Global Grants are an investment in long-lasting change Project Characteristics: Community fit Planning Phase Materials/Technology ) Funding ) Knowledge )Implementation Motivation ) Evaluation Reporting

33 Key Points to Remember Community Needs Identified
Local Support Evident Six Areas of Focus Peace & Conflict resolution Disease Prevention/Control Water & Sanitation Maternal & Child Health Basic Education & Literacy Economic & Community Development Project is Sustainable Measurability Active Rotarian Involvement

34 Bill Gates gives to The Rotary Foundation
Why don’t you? So we can do good in the world

35 Questions?

36 The Rotary Foundation Thank You

37 Participation* by Member by District
*Personal Giving Members to THE ROTARY FOUNDATION

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