The Rotary Foundation PETS 1 District 6360

The Rotary Foundation: Where there is a need …

… The Rotary Foundation can help!

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

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.

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

Funding Our Foundation The Rotary Foundation Funding Our Foundation

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

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

The Rotary Foundation Annual Fund For Support Today

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

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

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

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 2014-2015 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 13-15 in Kalamazoo.

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

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

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

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 2010-11 are now available in 2013-14 Contributions made in 2013-14 available in 2016-17

Grant Distribution Example ANNUAL PROGRAMS GIVING -- SHARE Earnings used for administrative costs 2014-15 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 2011-12 2012-13 $ $200,000 $50,000 $100,000 2013-14

District 6360 Global and District funds for 2014-2015 In 2011-12, contributions = $131,160.62 $65,580.31 to World Fund and $65,580.31 to District District-controlled $$$ are split as follows: Global Fund: 50% = $32,790.15 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

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

The Rotary Foundation Endowment Fund To Secure Tomorrow

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

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

The Rotary Foundation Polio Plus Fund End Polio Now

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

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

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

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!

Club Fundraising Analysis Effective tool for Goal Setting Shows pervious five years of goals and contributions Shows how many members are giving Sustaining= $100-199 Double= $199-999 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

Club Recognition Summary

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.

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

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

Three types of grants District grants Global grants Packaged grants

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

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  

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  

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

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

Strategic Partners

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  

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

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