Presentation on theme: "Rotary Foundation Seminar"— Presentation transcript:
1 Rotary Foundation Seminar The Rotary FoundationDistrict 9500Rotary Foundation Seminar3rd November, 2013.DRFC Ed King
2 The Rotary FoundationThe 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 StatementThe 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 SetbackPassing 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 growthRelevance in philanthropic worldSustainability, significance, simplification5
6 Future Vision Plan Goals Focus service efforts to increase impactSimplify programs and processesSupport global and local effortsIncrease sense of ownership for districts and clubsEnhance Rotary’s public image6
7 New Grant ModelDistrict GrantsGlobal GrantsPackaged Grants7
8 District Grants Single “block” grant awarded annually Local or international activitiesActivities align with the missionLocal decision making, with broader guidelinesSmaller activities and projects <15K8
9 Global Grants Long-term projects Sustainable outcomes Larger grant awards aligned with Areas of Focus (over 30K)World Fund match100% with DDF50% Cash ContributionsPrimary Host Sponsor andInternational Sponsor9
10 6 Areas of TRF Focus Peace and conflict prevention/resolution Disease prevention and treatmentWater and sanitationMaternal and child healthBasic education and literacyEconomic and community development
11 Promoting PeaceToday, 42 million people are displaced by armed conflict or persecution.Through our partnerships with several leading universities, Rotary Peace Fellows developthe 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 diseaseMore 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 waterMore 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 todevelop and maintain sustainable water and sanitation systems andsupport 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 provideimmunizations 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 educationSixty-seven million children worldwide have no access to educationMore than 775 million people over the age of 15 are illiterate.We aim to strengthen the capacity of communities tosupport 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 PartnerAligned with an area of focus17
18 Rotary Foundation FUNDS The Rotary Foundation is your Foundation.Funds are received as:-Annual Programs FundThe Permanent FundPolio Plus
19 Foundation Funding SHARE System Contributions Annual Fund Permanent Spendable EarningsPolioPlus Fund19
20 SHARE System Divides Annual Fund contributions between District Designated Fund (DDF)World FundTransforms contributions into grants, etc.Allows clubs to determine how district contributions are spent20
21 TRF Money Flow Share DDF TRF Program Funding Investment Earnings World (DistrictDesignatedFund)TRFProgramFundingRotarianContributionsShareInvestmentEarningsWorldFund
22 TRF Administrative Expenses Understanding SHARESpendSelect ParticipantsPlan/AllocateContributeYEAR 3EarningsPayTRF Administrative ExpensesYEAR 2YEAR 150% World Fund50% District Designated Funds (DDF)Matching GrantsVocational Training Team (VTT)Health, Hunger and Humanity Grants (3-H)Rotary Peace CentersDistrict Simplified GrantsMatching GrantsAmbassadorial ScholarshipsAdditional VTT TeamRotary Peace Centers
23 Three Needs, Three Ways of Giving Annual Programs Fund To Support TodayPermanent Fund To Secure TomorrowEnd Polio Now
24 AF - SHARE 3 - Year Cycle200920102010201120112012201220132013201420142015Funds from Annual Giving available to districts 3 years after they are contributed - through SHAREContributions to the Annual Programs Fund made in are now available inContributions made in available in
25 All are Tax Deductable except Permanent Fund & Disaster Recovery if Contributing to the FoundationClubsAnnual FundPolio PlusPermanent FundSix Areas of Focus Disaster Recovery Matching GrantsPersonalEREY CenturionsPaul Harris FellowPaul Harris SocietyMajor DonorArch Klumph SocietyAll except Permanent Fund & Disaster Recovery accrue PHF Recognition pointsAll are Tax Deductable except Permanent Fund & Disaster Recovery ifgiven via TARFT
26 The Annual Programs Fund The Annual Programs Fund is the main source of funding for Educational and Humanitarian programsCenturion membership – $100 per yearPaul Harris Fellow – US$1,000 recognitionPaul Harris Society – Annual US$1,000 givingSA 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
29 It is not lost in roll-over What if we don’t use all our $$$It is not lost in roll-overFunds RaisedFunds SpentUnused DDF rolls forward to the next year for use in Global GrantsUnused DDF is calculated; districts notified in May29
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 ProjectsGlobal Grants are an investment in long-lasting changeProject Characteristics:Community fit Planning PhaseMaterials/Technology )Funding )Knowledge )ImplementationMotivation )Evaluation Reporting
33 Key Points to Remember Community Needs Identified Local Support EvidentSix Areas of FocusPeace & Conflict resolutionDisease Prevention/ControlWater & SanitationMaternal & Child HealthBasic Education & LiteracyEconomic & Community DevelopmentProject is SustainableMeasurabilityActive Rotarian Involvement
34 Bill Gates gives to The Rotary Foundation Why don’t you?So we can do good in the world