1. The Rotary Foundation
PETS 1
District 6360

2. The Rotary Foundation:
Where there is a need …

3. … The Rotary Foundation can help!

4. TRF Mission Statement
To enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty

5. History of our Foundation
Founded in 1917 by RI President Arch Klumph.
First contribution was $26.50.
First grant/donation was $500 to the International Society for Crippled Children (which later became Easter Seals Society).
Contributions jumped in 1947 upon the passing of Paul Harris.

6. History of our Foundation
Today, it’s one of the top charities in the world
The Rotary Foundation is our Foundation
World reach greater than the United Nations – Rotary is truly global
Can go where politicians and religious groups cannot

7. Funding Our Foundation
The Rotary Foundation
Funding Our Foundation

8. One Foundation, Three Funds
Annual Fund For Support Today
Endowment Fund To Secure Tomorrow
PolioPlus Fund
End Polio Now

9. Foundation Funding SHARE System Contributions Annual Fund Endowment
Spendable Earnings
PolioPlus Fund

10. The Rotary Foundation
Annual Fund
For Support Today

11. The Annual Fund-SHARE System
How TRF Funds Programs
The Annual Fund-SHARE System
50% District % World Fund

12. SHARE: Two Funds District portion: World Fund portion:
District directed
Used by Rotarians in the district
Spent on TRF grants and programs
World Fund portion:
Trustee directed
Used by Rotarians worldwide
Spent on TRF grants and programs

13. District 6360 2013-2014 Rotary Foundation Committee Structure
District Governor
Terry Allen
Lakeshore
Committee Chair
Teresa Brandell
Delta-Waverly
Grants
Subcommittee
** Vacant ***
Polio Plus
Subcommittee
Ed Foster
Charlotte
Fundraising
Subcommittee
Harold Mondol
Lansing Dewitt Sunrise
Stewardship
Subcommittee
Jim Temple
Berrien Springs-Eau Claire

14. District Spending Priorities
 Please rank the following possibilities for spending priorities for our District’s use of its District Designated Funds from The Rotary Foundation for the Rotary Year.
Place a number by each choice, using “1” for the highest priority and “7” for the lowest priority. Please use each number only once.
_____ Club projects
_____ Polio Plus
_____ District-wide scholarship(s)
_____ Global Grants
_____ Vocational Training Teams
_____ Rotary Peace Centers
_____ Local contingency fund
Turn in completed form at PETS March in Kalamazoo.

15. A donation to the Annual Fund can be directed to:
Annual Fund Giving
A donation to the Annual Fund can be directed to:
SHARE
Half of all SHARE contributions come back to districts and clubs after three years
The other half goes to the World Fund
World Fund
Areas of Focus

16. 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

17. Annual Fund
Supports grants and programs through the SHARE system, which sends funds back to clubs and districts
Contributions credited to donor’s club
Contributions applied to club’s goal
Contributions count toward donor recognition, including Paul Harris Fellow, EREY, and TRF Sustaining Member

18. Contributions made in 2013-14 available in 2016-17
AF-SHARE 3-Year Cycle
2010
2011
2011
2012
2012
2013
2013
2014
2014
2015
2015
2016
2016
2017
Funds from Annual Fund available to districts 3 years after they are contributed - through SHARE
Contributions to the Annual Fund made in are now available in
Contributions made in available in

19. Grant Distribution Example ANNUAL PROGRAMS GIVING -- SHARE
Earnings used for administrative costs
50% to World Fund
Matching Grants
Packaged Grants
Peace Fellows
Polio+
50% to District
Up to
½ to District Grants
At least
½ to Global Grants $
$200,000
$50,000
$100,000

20. District 6360 Global and District funds for 2014-2015
In , contributions = $131,160.62
$65, to World Fund and $65, to District
District-controlled $$$ are split as follows:
Global Fund: 50% = $32, District Fund: 50% = $32,790.15
Can be used for: Can be used for:
Global Matching Grants Club projects (community and international)
World Peace Scholars Local contingency fund
Global Scholars Scholarships
Vocational Training Teams Vocational Training Teams
Polio Polio

21. Three years ago, District 1234 contributed $100 to the Annual
Fund-SHARE. In addition, the District has $20 in Endowment Fund-SHARE spendable earnings.
So what would an example of the funding model look like assuming one district contributed US$100 three years ago and had $20 in Permanent Fund-SHARE spendable earnings.
The current SHARE system will continue to allocate Annual Programs Fund contributions and Permanent Fund-SHARE spendable earnings 50/50 between the District Designated Fund (or DDF) and the World Fund. Therefore, in this example, the district will control $60 of the funds through DDF and the Trustees will control $60 through the World Fund.
Now, the districts, working with their clubs, may elect to receive up to 50% of the available DDF—or up to $30 in this example—to use as they see fit in Rotary Foundation District Grants. This will be a district initiated block grant with minimal proposal/application requirements and the work must be in line with the Foundation’s mission in its use.
The remaining district controlled money ($30 or more) would be available to apply towards global grants. At the club and district’s direction, the remaining DDF—50% or more—along with a World Fund match, cash flow through contributions, permanent fund earnings, named gifts, and other funds support Rotary Foundation Global Grants. Keep in mind that the current World Fund matching concept will remain in the funding model—1:1 match on DDF and .50:1.00 on cash contributions. However, the World Fund match will only be available for Global Grants for scholarships, vocational training teams and humanitarian projects aligned with the six areas of focus. The Foundation will no longer provide a World Fund match for smaller, less strategic projects and activities.
Additionally, the Trustees approved the concept that packaged grants will be primarily funded from the World Fund and strategic partners’ contributions. However, clubs and districts may also use DDF and cash to purchase packaged global grants.
FVC Report to Trustees, September 2011
2012 Governors-elect Training Seminar | 8

22. The Rotary Foundation
Endowment Fund
To Secure Tomorrow

23. Endowment Fund
Endowment Fund contributions are not spent. They are invested in perpetuity.
Only the earnings are used to support activities.

24. Endowment Fund Earnings
The TRF Trustees determine the Endowment Fund spendable earnings, which are then split:
50% to the World Fund
50% credited to district

25. The Rotary Foundation
Polio Plus Fund
End Polio Now

26. Wild Poliovirus Cases Total Cases Year-to-date 2014 Year-to-date 2013
Total in 2013
Globally 8 1
400
In endemic countries
160
In non-endemic countries
240
Pakistan remains the only country with areas of uncontrolled transmission of polio, particularly in parts of Federally Administered Tribal Areas (FATA) and Khyber Pakhtunkhwa. More than 80% of cases in Pakistan since September are from these areas.
* As of Feb. 5, 2014

27. World’s Biggest Commercial
PolioPlus
World’s Biggest Commercial
Contributions to the PolioPlus Fund are eligible for Paul Harris Fellow recognition.

29. How do I set my club’s goals?
The Rotary Foundation
How do I set my club’s goals?

30. The Rotary Foundation Gather information:
What is the giving history of my club
What will individual club members give during your year – ask them to make a pledge!

31. Club Fundraising Analysis
Effective tool for Goal Setting
Shows pervious five years of goals and contributions
Shows how many members are giving
Sustaining= $
Double= $
PHS $1000+
Gives a 5 year history – not just giving Current year not included.
Key number, the Per Capita giving by year.
Use this report to guide your goal setting

32. Club Recognition Summary

33. The Rotary Foundation Set your club goals:
Discuss goals with your club members and board -- get their buy-in!
Make goals challenging, yet achievable.
Make a leadership donation, and encourage other leaders in your club to do the same.

34. Three main goals needed:
The Rotary Foundation
Three main goals needed:
Annual Fund goal – includes:
Paul Harris Society
Sustaining Members
EREY
Other contributions
PolioPlus Fund goal.
Major Gifts/Endowment Fund goal – includes:
Major Gifts
Bequest Society
Benefactors

35. Putting our contributions to work
The Rotary Foundation
Putting our contributions to work

36. Three types of grants
District grants
Global grants
Packaged grants

37. District Grants: Community & International
Single block grant awarded annually
Activities align with Foundation’s mission
Smaller activities and projects
Local or international activities
Active Rotarian participation
Adhere to stewardship guidelines

38. Some recent projects… Bike safety helmets
Backpacks with school supplies
Picnic grove
Summer food boxes
HIV/AIDS test kits
Food backpacks
Supplies for at-risk students
Veterans Memorial park lighting
Outdoor basketball court
Wooden playground
Boardwalk

39. More recent grants … Orphanage laundry equipment Shoes, boots, coats
Clean water gravity flow system
Classroom furniture
Park equipment
Reading program for elementary students
Renovations for emergency overnight shelter
Medal of Honor monument
Infant mortality awareness
Elementary school mentoring program
Senior scholarships

40. Global Grants
• Long-term projects • Larger grant awards • $30,000 minimum budget • Sustainable, measurable outcomes • Alignment with area(s) of focus • World Fund match • Requires international partner

41. Packaged Grants
• Strategic Partners • Expertise in Areas of Focus • Global scope of work • Encourages involvement by smaller clubs • Funded by World Fund and strategic partner • Predesigned projects

42. Strategic Partners

43. Qualification Process open to all clubs
Ensures that clubs have the appropriate financial and stewardship controls in place to manage grants funds
Implement MOU
At least 2 members must attend a Grant Management Seminar
Qualification good for one year

44. Key Dates Application deadline for District grants: May 31
Application for Global Grant may be made at any time
Grant Management Seminars:
Wednesday, April 2, Lansing area
Saturday, May 3, Oshtemo
Friday, May 16, at the District Conference

45. Recurring giving: Rotary Direct
Select a designation, amount and frequency
Safe, simple and secure: