DOING GOOD IN THE WORLD The Rotary Foundation for District Training Assembly Ronnie Chantker, PDG Incoming District Rotary Foundation Chair Welcome Message May 4, 2019 Presented at DTA 2019

ROTARY MISSION Rotary is made up of three parts: Our clubs, Rotary International, and The Rotary Foundation. Together, we work to make lasting change in our communities and around the world. The Mission of Rotary International is to PROVIDE service to others, promote integrity, and advance world understanding, goodwill, and peace through its fellowship of business, professional, and community leaders.

THE ROTARY FOUNDATION 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. The Rotary Foundation helps fund our humanitarian and educational activities, from local service projects to global initiatives.

THE ROTARY FOUNDATION PROGRAMS Humanitarian District Grants Global Grants PolioPlus Educational Vocational Training Teams Global Scholarships District Scholarships Rotary Peace Fellowships

Annual Fund PolioPlus Fund Endowment Fund ACHIEVING THE MISSION Annual Fund PolioPlus Fund Endowment Fund

SUPPORTING THE ROTARY FOUNDATION

ANNUAL FUND-SHARE Primary funding source for Foundation grants and activities Supports local and international grants through the SHARE system Contributions are credited to donor’s club and applied to club’s goal Contributions to the Annual Fund support local and international grants and activities through the SHARE system. Contributions are credited to the individual donor and the donor’s club and counted toward the club’s and district’s Annual Fund goals.

ANNUAL FUND-SHARE Earnings pay for TRF administration $1,000 Earnings pay for TRF administration YEAR 1 YEAR 2 YEAR 3 District Designated Fund (DDF) S World Fund 50% = $500 50% = $500 SHARE

ANNUAL FUND-SHARE Earnings pay for TRF administration 5% = $50 $1,000 Earnings pay for TRF administration 5% = $50 YEAR 1 YEAR 2 YEAR 3 District Designated Fund (DDF) S World Fund 50% = $500 45% = $450 SHARE

ENDOWMENT FUND Contributions are professionally invested in perpetuity Only the earnings are spent to supplement Foundation activities Gifts to the Endowment Fund are held in perpetuity as part of an endowment. They are professionally invested, with a portion of the earnings used each year for purposes specified by the Trustees and the donors. The Endowment Fund offers donors a way to create their own lasting legacy through Rotary.

POLIOPLUS FUND Supports the eradication on Polio Gifts to the Endowment Fund are held in perpetuity as part of an endowment. They are professionally invested, with a portion of the earnings used each year for purposes specified by the Trustees and the donors. The Endowment Fund offers donors a way to create their own lasting legacy through Rotary.

DISTRICT DESIGNATED FUNDS (DDF) What can a District do with DDF? Polio Plus Fund Peace Centers Global Grants Global Scholarships District Grants Gifts to the Endowment Fund are held in perpetuity as part of an endowment. They are professionally invested, with a portion of the earnings used each year for purposes specified by the Trustees and the donors. The Endowment Fund offers donors a way to create their own lasting legacy through Rotary.

PLANNING PROJECTS FUNDED BY GRANTS Using DDF PLANNING PROJECTS FUNDED BY GRANTS

Using DDF DISTRICT GRANTS

FEATURES OF A DISTRICT GRANT A single block grant awarded annually for club and district projects Local or international activities Local decision making with broader guidelines Smaller activities and projects District grants are single, annual block grants made to districts in amounts up to 50 percent of their District Designated Fund (DDF). The district grant can fund multiple club and district projects, which may be local or international. District grants allow local decision making, with minimal restrictions, for smaller-scale activities and projects.

Using DDF GLOBAL GRANTS

GLOBAL GRANTS Align with an area of focus Respond to a community need Include active community and Rotarian participation Strengthen knowledge, skills, resources Have long-term, sustainable benefits Have measurable results Have a budget of at least $30,000 Global grants fund large-scale projects and activities that: Align with an area of focus Respond to a need the benefiting community has identified Include the active participation of the benefiting community Include the active participation of Rotarians Strengthen local knowledge, skills, and resources Are designed to enable the benefiting community to address its own needs after the Rotary club or district has concluded its work Have measurable results The minimum grant award is $15,000 (for a total budget of at least $30,000). The DDF allocation is matched 100 percent, and cash is matched at 50 percent from the World Fund. A global grant project is sponsored by a host club in the project country and a club outside the project country.

AREAS OF FOCUS The six areas of focus reflect critical humanitarian issues and needs being addressed by Rotarians worldwide. They align Rotary with other international development efforts and advance the Foundation’s mission. Each of the areas listed has specific goals that are outlined in the corresponding area of focus policy statement. Peace and conflict prevention/resolution Disease prevention and treatment Water and sanitation Maternal and child health Basic education and literacy Economic and community development

GLOBAL GRANT SCHOLARSHIPS Using DDF GLOBAL GRANT SCHOLARSHIPS

SCHOLARSHIPS Scholarships can be funded by Global grants District grants Global grant Scholarships are for graduate students studying abroad in one of Rotary’s six causes: Promoting peace Fighting disease Providing clean water, sanitation, and hygiene Saving mothers and children Supporting education Growing local economies Under the new grant model, Rotary continues promoting peace through education. Clubs and districts have more flexibility in sponsoring international and local scholars through global grants and district grants.

Using DDF TRANSFERS

ROTARY PEACE FELLOWSHIPS Rotary Peace Centers offer master’s degrees or professional development certificates in fields related to peace studies and conflict resolution. The Rotary Peace Centers program is Rotary’s premier educational program and a top priority for achieving the Foundation’s mission of world understanding and peace. Up to 100 Rotary Peace Fellows are selected annually for master’s degree programs in international relations, peace studies, conflict resolution, and related subjects, or for a three-month professional certificate program.

END POLIO NOW: COUNTDOWN TO HISTORY Rotary’s own financial support for PolioPlus will be magnified by an agreement with the Bill & Melinda Gates Foundation. From 2013 to 2018, every $1 that Rotary commits in direct support of polio immunization (up to $35 million per year) will be matched by an additional $2 from the Gates Foundation. This means contributions to Rotary’s PolioPlus program will have three times the impact.

GIVING OPPORTUNITIES Bequest Society Major Donor Benefactor 6/25/2019 GIVING OPPORTUNITIES Benefactor Include the Endowment Fund as a beneficiary in your estate plans or when you donate $1,000 or more to the fund outright. Bequest Society Give $10,000 or more via your estate plans Arch Klumph Society Trustees Circle: $250,000 to $499,999 Chair’s Circle: $500,000 to $999,999 Foundation Circle: $1,000,000 to $2,499,999 Platinum Trustees Circle: $2,500,000 to $4,999,999 Platinum Chair’s Circle: $5,000,000 to $9,999,999 Platinum Foundation Circle: $10,000,000 and above Major Donor Level 1: $10,000 to $24,999 Level 2: $25,000 to $49,999 Level 3: $50,000 to $99,999 Level 4: $100,000 to $249,999 The Foundation’s first form of donor recognition was Paul Harris Fellow recognition, which the Foundation began using in 1957 to express appreciation for donations of more than $1,000. Donors are named Multiple Paul Harris Fellows with each additional eligible gift of $1,000. Donors may also name another person as a Paul Harris Fellow by donating in his or her honor.   The number of Paul Harris Fellows reached the 1 million mark in 2006, and more than 1.5 million have been named to date Apart from being Paul Harris Fellows, some donors become members of the Paul Harris Society. These are Rotary members and friends of Rotary who contribute $1,000 or more yearly to the Annual Fund, PolioPlus, or approved Foundation global grants. This form of recognition was administered by districts until 2013, when the Foundation adopted the Paul Harris Society as one of its official programs. In the 1980s, the Foundation began recognizing contributors who make eligible cumulative donations of $10,000 as Major Donors. In 1984-85, the Foundation established Benefactor recognition for donors who either include the Endowment Fund as a beneficiary in their estate plans or donate $1,000 or more to the fund outright. In 1999, the Trustees started the Bequest Society, which recognizes those who give at least $10,000 to The Rotary Foundation through their estate plans. EXTRAS: Learn about donor recognition at www.rotary.org/take-action/give/recognition Read more Paul Harris Fellow history at www.rotary.org/history-paul-harris-fellow-recognition

Paul Harris Club Banner Paul Harris Society Club Banner 6/25/2019 Donor Recognition Paul Harris Fellow The Foundation’s first form of donor recognition was Paul Harris Fellow recognition, which the Foundation began using in 1957 to express appreciation for donations of more than $1,000. Donors are named Multiple Paul Harris Fellows with each additional eligible gift of $1,000. Donors may also name another person as a Paul Harris Fellow by donating in his or her honor.   The number of Paul Harris Fellows reached the 1 million mark in 2006, and more than 1.5 million have been named to date Apart from being Paul Harris Fellows, some donors become members of the Paul Harris Society. These are Rotary members and friends of Rotary who contribute $1,000 or more yearly to the Annual Fund, PolioPlus, or approved Foundation global grants. This form of recognition was administered by districts until 2013, when the Foundation adopted the Paul Harris Society as one of its official programs. In the 1980s, the Foundation began recognizing contributors who make eligible cumulative donations of $10,000 as Major Donors. In 1984-85, the Foundation established Benefactor recognition for donors who either include the Endowment Fund as a beneficiary in their estate plans or donate $1,000 or more to the fund outright. In 1999, the Trustees started the Bequest Society, which recognizes those who give at least $10,000 to The Rotary Foundation through their estate plans. EXTRAS: Learn about donor recognition at www.rotary.org/take-action/give/recognition Read more Paul Harris Fellow history at www.rotary.org/history-paul-harris-fellow-recognition Paul Harris Society Paul Harris Club Banner Paul Harris Society Club Banner

CLUB RECOGNITIONS 100% Foundation Giving 6/25/2019 CLUB RECOGNITIONS 100 % Every Rotarian, Every Year Club Contributions must be to the Annual Fund Average at least $100/member Every active member gives at least $25 100% Foundation Giving Contributions can be to any or all of the following; Annual Fund, PolioPlus Fund, approved global grants, or Endowment Fund Average at least $100/member Every active member gives at least $25 The Foundation’s first form of donor recognition was Paul Harris Fellow recognition, which the Foundation began using in 1957 to express appreciation for donations of more than $1,000. Donors are named Multiple Paul Harris Fellows with each additional eligible gift of $1,000. Donors may also name another person as a Paul Harris Fellow by donating in his or her honor.   The number of Paul Harris Fellows reached the 1 million mark in 2006, and more than 1.5 million have been named to date Apart from being Paul Harris Fellows, some donors become members of the Paul Harris Society. These are Rotary members and friends of Rotary who contribute $1,000 or more yearly to the Annual Fund, PolioPlus, or approved Foundation global grants. This form of recognition was administered by districts until 2013, when the Foundation adopted the Paul Harris Society as one of its official programs. In the 1980s, the Foundation began recognizing contributors who make eligible cumulative donations of $10,000 as Major Donors. In 1984-85, the Foundation established Benefactor recognition for donors who either include the Endowment Fund as a beneficiary in their estate plans or donate $1,000 or more to the fund outright. In 1999, the Trustees started the Bequest Society, which recognizes those who give at least $10,000 to The Rotary Foundation through their estate plans. EXTRAS: Learn about donor recognition at www.rotary.org/take-action/give/recognition Read more Paul Harris Fellow history at www.rotary.org/history-paul-harris-fellow-recognition

DISTRICT INITIATIVE

WHAT IS A PEACE BUILDER CLUB? A New Initiative within Rotary District 7610 began in 2016-17 Complete a Club Project: Complete a club project where the primary focus is peacebuilding and/or conflict resolution. Promote the Rotary Peace Fellowship Program: Submit a candidate for a Rotary Peace Fellowship and/or actively work on recruitment efforts for the Provide Financial Support for the Rotary Peace Centers: Commit $500 towards district support for Rotary Peace Centers.

Save the Dates! Foundation Seminar September 14, 2019 District Peace Conference October 26, 2019 Foundation Banquet November 16, 2019

Thank You!

QUESTIONS? E-mail Contact: rmccpa97@aol.com Incoming District Rotary Foundation Chair PDG Ronnie Chantker 301-518-7033