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The Rotary Foundation Money Flow

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Presentation on theme: "The Rotary Foundation Money Flow"— Presentation transcript:

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2 The Rotary Foundation Money Flow
Where does the money go?

3 The Rotary Foundation Money Flow
Contributions TRF Humanitarian Programs There are two halves to TRF. Money in - money out. TRF receives contributions or donations and uses these funds to support the programs of TRF. Contributions are made by clubs, districts, Rotarians, companies and individuals. Donations are made by individuals who are seeking a tax deduction. But it’s all funding to TRF. We can’t operate the programs without contributions or donations

4 The Rotary Foundation Money Flow
Rotarian Contributions When you fill out the Contribution Form (which you can get from the district website) you can direct your funds to one of three options by ticking a box on the form. Polio Plus Annual Programs Fund The Permanent Fund Unlike many charities that receive your money and then use it as they see fit, you get to choose the direction.

5 The Rotary Foundation Money Flow
TRF Humanitarian Programs Rotarian Contributions When you direct your contribution/donation to Polio Plus your money goes straight to meeting immunisation costs. For example, vaccine, National Immunisation Days. Funds cannot be held back from this program because we are so close to eradication. India has not had a case of polio for three years and, as a result, has now been declared Polio free. India was, up until then, on the list of Polio Endemic countries. The last case of polio in India was a girl in Bengal on the 13th January 2011. Now the WHO Southeast Asia Region has been declared Polio Free. This is the fourth of six zones. This means that 80% of the world’s population lives in regions certified as polio free. There are now only three remaining Polio Endemic countries: Afghanistan, Pakistan and Nigeria - and only hard to get at pockets in each country. It goes without saying that Rotary needs funding to meet the final target of complete polio eradication.

6 The Rotary Foundation Money Flow
Polio figures year-to-date are: Rotarian Contributions 15 April 2015 15 March 2014 Total in 2014  Globally 22 61 359 - in endemic countries 52 340 - in non-endemic countries 9 19 TRF Humanitarian Programs

7 The Rotary Foundation Money Flow
World Polio Day The United Nations has declared the 24th October each year to be World Polio Day. We will be promoting this day to clubs and asking them to commit to a fundraising project to celebrate. TRF Humanitarian Programs Rotarian Contributions

8 The Rotary Foundation Money Flow
TRF Humanitarian Programs Rotarian Contributions When you direct your contributions/donation to The Permanent Fund your funds are permanently invested. Income earned is directed to the Annual Programs Fund. If you want to leave an eternal memorial/legacy to yourself or in memory of someone special you might consider The Permanent Fund. All the programs of TRF are funded by grants from the Annual Programs Fund. Every year your share of earnings is directed to that fund - forever. Investment Earnings

9 The Rotary Foundation Money Flow
TRF Humanitarian Programs Rotarian Contributions Invested 3 years When you direct your contribution/donation to the Annual Programs Fund, your money is invested for three years. Earnings from these investments are used each year to pay the Operating Expenses of TRF. At the end of three years, 100% of what was received three years earlier is available for the programs of TRF. There are not many charities that can claim they spend 100% of what you give! Income pays Operating Costs

10 The Rotary Foundation Money Flow
DDF (District Designated Fund) D9790 50% TRF Humanitarian Programs Rotarian Contributions “Share” System Three years after being received, contributions/donations made by D9790 are allocated using the SHARE system. The total available is “shared” between the our district and the Rotary world. 50% of funds are allocated to DDF for use by D9790. These funds come under the control of the District Rotary Foundation Committee. 50% of funds are allocated to the World Fund and are available for TRF projects conducted by any club or district in the Rotary world. The TRF uses these funds for matching Foundation grants. When TRF “matches” your grant, this is where the money comes from. Money held in each of these funds is available for programs of TRF. 50% World Fund The Rotary World

11 The Rotary Foundation Money Flow
District Grants DDF (District Designated Fund) 50% 50% Global Grants 50% TRF Humanitarian Programs Rotarian Contributions “Share” system The DDF can be further divided into District Grants and Global Grants. Each year D9790 can make an application to TRF for 50% of the DDF to be used for District Grants. The remainder of the DDF is then available for Global Grants. In 2013/14 D9790 applied to TRF for 50% of DDF and received A$35,418. The amount for 2014/15 will be US$35,200 The amount for 2015/16 will be US$37,896 District Grants, Global Grants and the World Fund are all used to fund TRF programs Unlike many charities that receive your money and then use it as they see fit, you get to choose the programs. You can even create the programs. 50% World Fund

12 The Rotary Foundation Money Flow
DISTRICT GRANTS - Local $1,000 to $2,500 - International $1,000 to $8,000 Learner Driver Assistance Program Safe drinking water in northern Thailand Assistance with excursion costs for low income families Investigate the viability of a project in East Timor Conduct a feasibility study into a mental health project in Ghana Purchase of additional equipment for a Mens Shed VTT exchange with D9970 in New Zealand TRF Humanitarian Programs Rotarian Contributions

13 The Rotary Foundation Money Flow
District Grants TRF Humanitarian Programs Rotarian Contributions “Share” system Global Grants This a summary of how TRF works. It is not that complicated. TRF is the only charity I am aware of where you can choose how to spend 100% of what you give. World Fund Investment Earnings

14 GRANT MANAGEMENT SEMINAR
DISTRICT 9790

15 PURPOSE Understand how to manage a Rotary grant
Learn stewardship expectations Prepare clubs to implement the MOU Qualify clubs to receive grant funds

16 OVERVIEW OF ROTARY GRANTS
More decision-making power at the club and district levels Two types: global grants, district grants, Simplified leadership structures Flexible DDF and scholarships Vocational training teams The simplified leadership structure allows districts to create additional subcommittees and allocate tasks as appropriate. Qualification allows districts the more cost-effective option of creating an internal audit committee rather than requiring an independent financial review. Larger district grant activities are possible with the District Designated Fund (DDF). Flexible scholarship requirements allow clubs and districts to fund scholars studying at various levels and in any amount. Vocational training team guidelines allow clubs and districts to determine the size of the team and the amount of financial support to provide.

17 GRANT MANAGEMENT Ensures that projects Have proper financial controls
Adhere to technical standards Meet the needs of beneficiaries Fulfil their objectives Safeguard funds

18 SESSION 1 DESIGNING A PROJECT

19 LEARNING OBJECTIVES Identify best practices for designing a project
Develop a plan to implement your project Understand how to create measurable goals

20 SUCCESSFUL GRANT PROJECTS
Meet community needs Are sustainable Involve a partner Have an implementation plan Maintain proper stewardship of funds ( Financial Management Plan) Beneficiaries are more likely to support and participate in a project that addresses the needs of a community Rotarians should partner with the community and organizations with technical expertise if possible Working together means more than financial participation; it also means using each partner’s expertise to implement the project or activity. The implementation plan should include an achievable project timeline and should be shared with partners and beneficiaries. By establishing a financial management plan before applying for grants, You will insure that processes are in place to manage grant funds before any money is received. You will know when and where things need to be paid

21 NEEDS ASSESSMENT Base projects on communities’ needs
Determine what resources your club and potential partners have Talk to the community This will result in greater support and involvement, Plus a more sustainable outcome, What needs can you address with the resources, skills, and availability of your club and its potential partners This includes other Rotary clubs, districts, The Rotary Foundation, and non-Rotary organizations. Continue to involve the community during the selection of the project and its planning and implementation. The Rotary publications Communities in Action and Community Assessment Tools offer‘s information and resources

22 Conducting Community Assessments Selecting a Project Making a Plan
Communities in Action and Community Assessment Tools Conducting Community Assessments Selecting a Project Making a Plan Working with Partners Funding a Project Managing a Project Evaluating Success Project Checklist This will be on our new website next week Each area will be covered It has some fundamental ideas you can use Has anyone been involved in conducting a community needs assessment?

23 PARTNERS Project fairs LinkedIn Facebook Rotary events
Rotary Convention Project fairs LinkedIn Facebook Rotary events With partners, Rotary clubs are able to implement projects they could not do on their own. Partners can include other clubs, districts, The Rotary Foundation, or non-Rotary organizations. For global grants, projects must have a host partner and an international partner from different countries. Both partners should be involved in all stages . For scholars, host partners play an important role in identifying a counsellor and helping the scholar acclimatize to the country. Good communication helps keep all partners involved and allows them all to provide oversight. Effective communication with project partners lets us: Establish how, and how often you will be in contact to discuss the project. Make sure everyone has correct information, such as addresses for the club presidents and project committees for all partners. Set up an alternate plan for communication, such as using a webinar, social media, or a teleconference. scipe

24 Rotary Global Grants www.matchinggrants.org/global # Title Country
Location District Club Amount Status G-938 Happy Schools District 3212 India District Tamilnadu 3212 Rajapalayam $64,516 Need $21,678 G-937 Sanitation & Clean Water Dhira 3070 Batala $37,000 Need $8,000 G-936 Job Trainings(Unmarried Moms) Korea Seoul 3640 Seoul-ROTC $50,000 Need $16,000 G-935 Evolucion del conocimiento TIC Colombia Medellin 4271 Medellín-El Poblado $42,000 Need $19,000 G-934 Unidade De Coleta De Sangue Brazil ItapoÁ 4650 Itapoá $132,500 Need $30,000 G-933 Fighting with Cardiac Diseases Bangladesh Dhaka 3281 Dhaka Midtown $99,350 Need $27,900 G-932 Powering Sustainable Peace Stu Burundi Ngozi 5440 Fort Collins $35,000 Need $23,334 G-931 Mosquitoes Fly Away Anakapalli 3020 Anakapalle G-930 eEducation Blind Students Pune 3131 Pune-Shivajinagar $30,000 Need $7,334 G-929 Forlift for Algarve Food Bank Portugal Algarve 1960 E-Club of Porches International Need $1,000 G-928 Blindness Prevention Equipment Mumbai 3140 Bombay North West-Malad $150,000 Need $95,000

25 PROJECT PLANNING Assign roles Make an implementation plan
Form a three-person grant committee Assign roles Make an implementation plan Establish a budget Have a contingency plan Have a document retention plan Rotarians must manage all projects that receive funding from The Rotary Foundation. Both the host sponsor and international sponsor must have committees of three Rotarians to manage the project. Roles and responsibilities should be assigned to everyone on the committees. Create a plan for managing funds and implementing the project. Develop a budget that includes details and a timeline for the purchase and distribution of goods, training, and any other activities. Consider your liability for the project, ensure that your club is protected, and have a contingency plan in case something goes wrong. Set up a process for retaining documents related to the grant before funds are received. Discussion questions: Who would you include on the three-person project committee? What systems do you use to store grant records? Does everyone on the committee have access to the records?

26 CREATING A BUDGET Realistic Competitive bidding Reasonable prices
Disclose conflicts of interest A budget should be realistic and comprehensive to ensure adequate funding. When choosing a supplier, Rotarians should use a competitive bidding process to ensure that they get the highest quality goods at the best prices. Clubs should keep records of any submitted bids. Clubs must disclose any potential or real conflicts of interest related to the budget. Discussion question: Has anyone been involved in a competitive bidding process?

27 SETTING GOALS Measurable Sustainable Qualitative Quantitative
Gather baseline data Determine method of measurement A good place to start when defining a sustainable goal is to consider what change in behavior or knowledge you hope project participants will achieve. Ensure that all project components directly support those goals. Project goals should be measurable so you can quantify the impact of the project. Goals should support sustainable activities that can continue after grant funds are spent. Both qual i ta tive (descriptive) and quantitative (numeric) goals should be included. Start by gathering baseline data from your needs assessment. ( A hospital delivering 1,000 babies per year has an infant mortality rate of 15 percent and a maternal mortality rate of 8 percent.) Then set concrete project goals. (With in three years, the infant mortality rate will be reduced to 8 percent, and the maternal mortality rate to 4 percent.) Determine how and when you will measure your results. ( You could use annual hospital statistics to create a report.)

28 LEARNING OBJECTIVES Identify best practices for designing a project
Develop a plan to implement your project Understand how to create measurable goals

29 SESSION 2 APPLYING FOR AND IMPLEMENTING A GRANT

30 LEARNING OBJECTIVES Ability to write a successful grant application
Understand grant financing Discuss the importance of evaluation

31 ROTARY FOUNDATION GRANTS
District grants Global grants Although this session will focus on applying for global grants, the grant management practices discussed can be used for all grant types. There are two types For a district grant, clubs apply to the district, following guidelines developed by the district and the Trustees of the Foundation. Page 56 For global grants, clubs apply to The Rotary Foundation, following guidelines developed by the Trustees of the Foundation. Scoping Document Page 60

32 APPLYING FOR GLOBAL GRANTS
Online application process Meet goals of area of focus Be sustainable Involve Rotary clubs in two districts Minimum total budget of US$30,000 District confirms club is qualified Rotary clubs (as well as districts) can apply to Rotary for a global grant. Global grant requests can be submitted online at any time on To be eligible to receive a global grant, a project or activity must Support at least one area of focus and meet at least one of that area’s goals Be sustainable Involve Rotary clubs in two districts in two countries Have a minimum total budget of US$30,000 The district must confirm that a club is qualified to receive a global grant.

33 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 Each area of focus has specific goals that should be used to refine projects that are developed to meet real community needs. Page 30

34 SUSTAINABLE PROJECTS Giving a community the skills and knowledge to maintain project outcomes for the long term, after grant funds have been expended. To be sustainable A project must meet a community need. Equipment and technology for a project should be purchased from local sources whenever possible Spare parts for equipment should be available within the community. Community members should be involved in selecting the equipment and should be trained to maintainace and repair A funding source should cover long-term operation, maintenance, and repair. A project should strengthen beneficiaries’ knowledge and skills through education and training. Project partners should collaborate with local organizations to supply expertise. Project partners should identify individuals willing to assume leadership roles for sustaining project outcomes. Clear and measurable project objectives should be developed and a method for collecting data established.

35 GLOBAL GRANT FIRST STEPS
Apply for a grant through Rotary’s online application system at To start a grant application, complete the First Steps by hitting the start button. It will give you general information about grant Any open global grant applications that have not yet been approved will show up in the Application(s) section.

36 APPLICATION Before starting your application, the primary project contacts from each of the partner clubs must already be designated. And a grant title must be decided upon. This information is required in order to proceed with the application. Applications must include a detailed project implementation plan and budget. If you have questions about the application, there is a a messaging function within the grant application system. Depending on the project’s budget and complexity, there may be multiple steps to the grant review process. Once the grant is approved, the primary contacts from the partner clubs will receive formal notification. The club president or district Rotary Foundation chair must authorize the legal agreement to implement the grant.

37 GLOBAL GRANT FINANCING
Minimum budget for a global grant is US$30,000 DDF matched 100% with World Fund Rotarian and non-Rotarian cash contributions matched 50% with World Fund The minimum total budget for a global grant project is US$30,000. Clubs and districts can contribute to the financing of a global grant using: District Designated Fund (matched dollar for dollar by the Foundation’s World Fund) Rotarian cash contributions (outright gifts from Rotarians or funds from Rotarian-led fundraisers; matched 50 cents to the dollar by the Foundation) Non-Rotarian cash contributions (donations from other organizations, businesses, or people; matched 50 cents to the dollar by the Foundation)

38 FINANCING GUIDELINES International sponsors provide at least 30% of total sponsor funding Funds cannot be raised from beneficiaries or cooperating organizations in exchange for a grant Funds cannot come from other grants Contributions credited to donor International sponsors of humanitarian projects are required to provide at least 30 percent of the total sponsor funding. Rotarians cannot collect funds from beneficiaries or cooperating organizations in exchange for receiving the grant. Contributions cannot come from other Rotary grant projects. Cash contributions should always be credited to the individuals who gave the funds. Rotarians cannot collect funds from iindividual's and claim the donation as their own, unless they have received explicit permission from the donors to do so.

39 CONFLICT OF INTEREST Exists when a Rotarian benefits financially or personally from a grant Benefit can be direct to a Rotarian or indirect to an associate of the Rotarian A conflict of interest exists when a Rotarian may benefit financially or personally from grant activities. The benefit can be either direct (the Rotarian benefits) or indirect (an associate of the Rotarian benefits). Financial benefits could include receiving grant funds for being a project manager or receiving grant funds as a vendor for the project. Personal benefits could include receiving a promotion, getting business referrals, or gaining publicity or improved social standing. Associates can include family members, friends, other Rotarians, personal acquaintances, colleagues, and business partners. Rotarians have a reputation for professional integrity. Addressing and preventing conflict of interest helps preserve this reputation for the club, district, and The Rotary Foundation. When Rotarians freely disclose any direct or indirect association with the grant project, they help ensure fair process and transparency in the use of Foundation funds. Rotarians must disclose any conflicts of interest on the grant application. If Rotarians aren’t sure whether a particular situation is a conflict of interest, they should talk with their grant officers. An actual or perceived conflict of interest does not necessarily disqualify a Rotarian from participation in a Rotary grant. Eligibility for participation will be determined case by case upon disclosure of the conflict of interest.

40 IMPLEMENTATION Communication Financial management plan Record keeping
Following original plan Communication is crucial to a successful implementation. You should communicate regularly with: Partners and community members about the progress of the grant Scholars about the progress of their studies Both partner clubs and districts to report on how funds are being spent The Rotary Foundation, according to the reporting requirements of the grant terms and conditions The club must implement a financial management plan for grant funds, including a separate bank account, a plan to transfer the custody of the account if necessary, a plan to disburse funds, and any requirements related to local laws. Detailed grant records simplify reporting on the use of grant funds, responding to inquiries, and increasing the transparency of how grant funds are managed. For global grants, follow the Rotary-approved grant plan. Any changes to the scope or budget of your project requires Rotary’s approval.

41 EVALUATION Assists with reporting Improves future projects
Is based on goals Is ongoing Identifies successes Conducting an evaluation helps a club determine the success of a project and identify any areas of improvement for the future. Conducting an evaluation will assist clubs with their reporting requirements. Use the goals set during the planning stage to evaluate the success of a project or activity. The data and evaluation method and frequency should be set during the planning stage. Project evaluation happens during implementation through to completion and beyond. Promoting project and activity successes, both within your club and with the public, gets others involved and interested in participating in Rotary, and it’s a great way to let donors know how funds were spent.

42 LEARNING OBJECTIVES Ability to write a successful grant application
Understand grant financing Discuss the importance of evaluation

43 SESSION 3 OVERSIGHT AND REPORTING

44 LEARNING OBJECTIVES Identify best practices for managing funds and record keeping Identify which documents need to be retained Understand reporting requirements

45 STEWARDSHIP Stewardship is the responsible management and oversight of grant funds, including: Reporting any irregularities Rotarian supervision Financial records review Oversight of funds Timely submission of reports Speaking points: Clubs must follow standard business practices for managing these funds. Any irregularities or misuse of grant funds should be reported immediately. Submit timely, complete, and accurate reports to demonstrate good stewardship of funds to Rotary and all grant partners. A club’s level of oversight, transparency, and accountability in managing Rotary grant funds affects donors’ confidence in giving to The Rotary Foundation and working with that club on future projects.

46 FINANCIAL MANAGEMENT PLAN
Bank account for funds Distributing funds Use cheques or credit cards to track funds Detailed ledger Speaking points: Your club should have a club-controlled bank account used only for grant funds. A separate account should be opened for each club-sponsored global grant. This will assist you with keeping accurate financial records. Have a plan in place to transfer custody of the club’s account in case a signatory is no longer able to perform his or her duties. Once your club receives grant funds, it is important to have a plan for distributing and tracking funds. For example, if you are sponsoring a scholar, the plan should specify when and how your club will distribute the funds to the scholar. Expenditures should be made using a traceable method such as a cheque or a credit card. Keep track of transaction details. Laws in some countries and regions may be more stringent than Rotary requirements. Know your local laws and follow them. When local laws are less stringent than Rotary requirements, be sure to adhere to Rotary requirements. Discussion questions: What are the benefits of a financial management plan? Who is responsible for your club’s financial management plan?

47 DOCUMENT RETENTION Provide access to documents for transparency
Retain for a minimum of five years Make copies Speaking points: All documents should be accessible to everyone in the club. For example: Keep documents in a binder or a file system, or Scan documents and save them electronically to a shared network Documents must be retained for a minimum of five years -- or longer if local law requires it. Discussion questions: What is your club’s system for document retention? What types of documents need to be retained?

48 REPORTING REQUIREMENTS
Verifies grants were managed properly Provides valuable data for your club, partners, and Rotary Speaking points: Reporting is a requirement, and it is a key component of proper stewardship and grant management. If a club has already completed an evaluation of the project and maintained records in accordance with the club memorandum of understanding, completing Rotary’s reporting requirements is simple. Reporting verifies that grants were managed properly and implemented in accordance with Rotary grant policies. It also provides an opportunity for communication between partners, building the trust necessary to continue the partnership in support of future projects. Reporting allows project partners and the Foundation to celebrate successes and learn from challenges. It encourages future giving, because donors are confident that their funds have been used as intended. It provides valuable evaluation data that the Foundation uses to improve its grant making. It allows Rotary to demonstrate to current and future donors its effectiveness and the impact of its grants. It allows project outcomes in each area of focus to be aggregated and marketed to Rotary’s audiences.

49 DISTRICT GRANT REPORTS
A Guide to District Grants Section: Reporting and Payment Speaking points: Explain your district’s reporting requirements. These requirements might include: When reports must be submitted (relative to when the funds were received) and how often How reports should be submitted (to whom and using what form) What reports should include (type of information and attachments, such as financial documentation)

50 GLOBAL GRANT REPORTS Timeline for reporting:
Progress reports within 12 months of first payment Every 12 months through the term of the grant Final report within two months of completion Speaking points: Progress reports must be submitted within 12 months of receiving the first global grant payment and every 12 months afterward. The final report must be submitted within two months of completing the project or activity. Unused grant funds may be used for additional eligible and Foundation-approved expenses. Changes to a project must be approved by Rotary. Any unused funds returned to Rotary will be credited to the World Fund.

51 GLOBAL GRANT REPORTS Your global grant report should include:
How partners were involved Type of activity Evaluation of project goals How area of focus goals were met How funds were spent Number of beneficiaries and how they benefited

52 LEARNING OBJECTIVES Identify best practices for managing funds and record keeping Identify which documents need to be retained Understand reporting requirements

53 SESSION 4 QUALIFICATION

54 LEARNING OBJECTIVES Understand qualification requirements
Understand how to manage your club’s qualification process

55 QUALIFICATION REQUIREMENTS
Attend a grant management seminar Submit signed club MOU A Guide to District Grants Clubs must qualify to receive Rotary Foundation, global and district grant funds. The process ensures that clubs are aware of all Rotary requirements before receiving grant funds and provides clubs with the tools needed to complete these requirements and successfully manage their projects. By attending this training, participants complete the first step toward qualification. One club member must attend this seminar annually and then share the information with fellow club members. The second step is to have the club president and president-elect sign and submit the club MOU.

56 TERMS OF QUALIFICATION
Valid for one year Club responsible for grant funds Disclose conflicts of interest Cooperate with all audits Use grant funds properly Implement the club MOU Once a club successfully completes the qualification requirements, the club will receive qualified status for one Rotary year. All club members understand that the club as an entity is responsible for the use of grant funds. The club must disclose any conflicts of interest in compliance with the Conflict of Interest Policy as outlined in The Rotary Foundation Code of Policies. The club must cooperate with any site visits, reviews, and audits. Misuse of grant funds could result in suspension of the club’s qualification status. Failure to implement the club MOU could result in a loss of qualified status.

57 MAINTAINING QUALIFICATION
Follow terms of club MOU Appoint a club member or committee to manage club qualification Fully implement stewardship practices to prevent misuse of funds In order to maintain qualified status for one year, clubs must: Abide by the terms of the MOU, the grant terms and conditions, and the Rotary International and Rotary Foundation codes of policies. Appoint one or more club members to manage club qualification. A committee with staggered terms is recommended for increased transparency, oversight, and continuity. Ensure that stewardship measures and proper grant management practices are implemented for all Rotary Foundation grants, to prevent the misuse of funds. Discussion questions: What MOU requirements has your club already implemented? What requirements does your club need to implement? Who in your club will you ask to help implement the club MOU?

58 LEARNING OBJECTIVES Understand qualification requirements
Understand how to manage your club’s qualification process

59 9790 District Grants Closing Date 10th July 2015

60 HOW TO GIVE TO THE ROTARY FOUNDATION
Where does the money come from? You have seen how the money flows within The Rotary Foundation You have seen the grant that are available You have seen the sorts of projects that you can done that make a significant difference to the lives of needy people in our world We can’t do any of these things without contributions and donations to TRF Let’s look at different ways of getting money in to TRF

61 HOW TO GIVE TO THE ROTARY FOUNDATION
Club giving Personal giving Every Rotarian Every Year Random giving Paul Harris Society The main methods are divided between Cub Giving and Personal Giving Let’s have a closer look

62 HOW TO GIVE TO THE ROTARY FOUNDATION
Club giving Your club may choose to contribute to TRF Your club may choose to recognise the service of a club member by making a contribution to TRF That contribution may be US$1,000 which qualifies for Paul Harris Fellow Recognition Your club may contribute something to TRF and leave it at that. Your club may recognise service of a Rotarian with a contribution of something to TRF. If the contribution is US$1,000 or more, TRF provides regalia in recognition of that level of giving - pin, certificate and medallion. People do not have to receive PHF regalia. Paul Harris Fellow Recognition is not “the highest award that Rotary can give”. It is not even an award. It is recognition of a contribution of US$1,000 or more. TRF don’t know who you are. No information is given to TRF for you to qualify for an award. There are two recognitions that take place. Firstly, your club recognises your service to the community (gold watch, certificate). Your club chooses to make a gift to TRF that goes on giving. Secondly, TRF recognises your clubs contribution to TRF of US$1,000+. The regalia items are presented to you by your club as a memento for you to wear in honour of your clubs recognition of your service. Wear your pin with pride.

63 HOW TO GIVE TO THE ROTARY FOUNDATION
Personal Giving: Every Rotarian Every Year EREY encourages Rotarians to make a personal contribution to TRF every year TRF suggests a donation of US$100 per year (A$10 per month) Credit card or direct debit Everybody knows somebody What does $10 buy for you? Not much! Horse racing - pokies - fun - entertainment - petty cash What does $10 do for someone in a third world country? An enormous amount. doses of Polio vaccine - per month ( children per month who will never suffer the horrific effects of Polio). $10 could form part of a District or Global Grant and make a significant, on-going, sustainable difference to a community in a third world country. If every Rotarian in the world gave $10 per month that would be $12,000,000 per month. Ten dollars can make a huge difference. Automate your payment by monthly direct debit to your credit card or bank account. You won’t forget it. You won’t miss it! Maybe you can’t afford $10 per month (or people in your club). But I am sure you know somebody who can. It is your job to ask! You might be able to generate $100 per month! We are not asking for ourselves, we are not asking for Rotary - we are asking for the needy of the world

64 HOW TO GIVE TO THE ROTARY FOUNDATION
Personal Giving: Random Giving Everybody celebrates special occasions during their lifetime Birthdays: - Children, Grandchildren, Partner, Parent - 18, 21, 30, 40, 50, 60, 70, 80, 90 years Wedding Anniversaries Christmas Graduations You struggle to find the appropriate gift or something meaningful. Buy a small gift and donate the balance to TRF Make it a meaningful gift. Make it a gift that makes a difference. A difference to someone’s life

65 HOW TO GIVE TO THE ROTARY FOUNDATION
Personal Giving: Paul Harris Society Not Paul Harris “Secret” Society Rotarians and supporters who commit to donating US$1,000 per year Meet once a year to celebrate the works of TRF Everybody knows somebody The PHS encourages Rotarians who can afford to do so, to make a commitment to donating US$1,000 per year Not everyone can do it PHS Membership makes a significant difference to TRF funds 3% of of Rotarians are members of a PHS. This same 3% contributes more than 35% of TRF contributions each year. You may not be able to do it - but I am sure you know someone who can

66 HOW TO GIVE TO THE ROTARY FOUNDATION
Where does the money come from? We all know of the needs that exist in third world countries The programs of TRF cannot proceed without funds It is not TRF that needs your money It is the needy of the world Please give to The Rotary Foundation We know that a a significant number of the world’s population relies on our support for them to exist on a daily basis. We are a rich nation. What seems like pocket money to us is the difference between life and death to them. The programs of TRF rely on the giving of rich Rotarians ($10 per month) to help them proceed. TRF is a charity where you can direct your donations and you can develop your own projects. It is not us who need the money, it is not Rotary - it is the needy of the world Please give

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68 Thank you!

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