T HE R OTARY F OUNDATION Jayesh H. Asher PETS 2013 Arusha – March 10, 2013

Know Your FoundationKnow Your Foundation 1 Understand and apply for GrantsUnderstand and apply for Grants 2 Give to the FoundationGive to the Foundation 3 Objectives

Learn how the SHARE system works Learn the Grants Model Qualification of Clubs Applying for a Grant online Stewardship

TRF Mission 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.

Programs of TRF -PolioPlus -Educational Programs -Humanitarian Grants Program TRF Funds -Annual Programs Fund -Permanent Fund -Polio Plus

TRF Facts & Figures -Year – Collected $181 Million and spent $204 Million -Cumulative Collections -- $3.0 Billion -Since 1947 – Spent $2.8 Billion -As of June 2012 – committed $1.2 Billion towards polio eradication.

FUTURE VISION

Future Vision – Why?

Future Vision Plan Goals Simplify programs and processes Focus Rotarian service efforts to increase global impact Support global and local efforts Increase sense of ownership at the district and club levels Enhance Rotary’s public image

Areas of 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

New Grants District grants Global grants Packaged grants

ANNUAL PROGRAMS FUND SHARE District Grants 50% (max) District Designated Fund 50% World Fund 50% (min) Global Grants (World Fund match to DDF and cash) Funding Model SHARE System Other (Cash, DAF, Permanent Fund) District Controlled Trustees Controlled

District Grants Educational and humanitarian activities consistent with the mission Single “ block ” grant awarded annually Smaller activities and projects Local or international activities

Global Grants Long-term projects Larger grant awards Sustainable, measurable outcomes Alignment with areas of focus World Fund match

Packaged Grants Strategic Partners Planned by Rotarians Encourage involvement by smaller clubs No cost to clubs

Strategic Partners

Future Vision Grants * Does not include funds sent directly to project accounts

Year 2 Statistics: District Grants % of projects

Year 2 Statistics: Global Grants % of global grants approved *Does not include funds sent directly to project accounts

Statistics: Packaged Grants # of applications approved

The Rotary Foundation Applying for Grants Club Qualification Applying for District Grants Applying for Global Grants – Grant Funding Calculations – The Online Applications Process Stewardship and Reporting

Club Qualification Follow Checklist

District Grants Smaller grants Flexible use of funds District approval process only

Applying for Global Grants Submit grant proposal and application through Member Access Must meet goals of area(s) of focus Must be sustainable Minimum project budget of US$30,000 District must confirm club is qualified

Areas of 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

Principles of Sustainability Project impact after funding is expended Economic, cultural, social & resource Optimal use of local resources Respect natural resources Reach the most beneficiaries New methods in professional fields Prepare professionals to increase impact Use input and skills of grassroots groups

Global Grant Financing Rotarian cash contributions District Designated Fund Rotary Foundation World Fund award Non-Rotarian cash contributions (not sent to or matched by the Foundation)

Financing Guidelines Cash contributions must come from or be raised by Rotarians Funds cannot be raised from beneficiaries in exchange for receiving the grant Funds cannot come from other grants Contributions should be credited to donor

World Fund Matching Cash contributions from Rotarians and Clubs are matched $0.50 for each $1 contributed DDF Contributions are matched $1 for every $1 contributed Minimum World Fund Match has to be $15,000

Global Grants Financing Example 1 World Fund Match RC Tz $4,000 D9200 $4,000 RC Europe $10,000 DXXXX Europe $10,000 $2,000 $4,000 $5,000 $10,000 Totals $14,000 $14,000 $21,000 Total Project Value $49,000

Global Grants Financing Example 2 World Fund Match RC Tz $100 D9200 $500 RC Europe $5,000 DXXXX Europe $5,000 $50 $500 $2,500 $5,000 Totals $5,100 $5,500 $8,050 Total Project Value $18,650

Applying for Global Grants Online through Member Access Who can apply?

Stewardship and Reporting

The Rotary Foundation

Giving to the Foundation Why Give to the Foundation How to give to the Foundation

Giving to the Foundation Why Give to the Foundation?

Giving to the Foundation How to give – Funds of the Foundation – Annual Programs Fund – Permanent Fund – Polio Plus – Other Restricted Giving

Giving to the Foundation How to give – Forms of Recognition – Paul Harris Fellow – Multiple Paul Harris Fellow – Major Donor – Arch Klumph Society

Giving to the Foundation How to give – Group Activity Fundraising Think of an innovative fundraiser for TRF -Be creative -Has to be feasible -Will generate wide interest in the programs of the Foundation

Summary – What have we learnt? What is our Foundation and its programs How to apply for and receive Grants How and why to give to the Foundation

Resource Persons DRFC 9200 ( ) PDG Tusu Tusubira DRFC 9211 ( ) PDG Stephen Mwanje Country Grants Officer Massimo Tognetti Country FV Qualifications Officer Vinoo Somaiya

Q UESTIONS ?