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