D9650 District Training - Port Macquarie 3 May 2015 The Rotary Foundation 2015-16 D9650 District Training - Port Macquarie 3 May 2015 PDG Ken Hall RDFC 2014-15 PDG Jo Wilkin RDFC 2015-16

1. What is the Rotary Foundation & how does it work OUTLINE 1. What is the Rotary Foundation & how does it work 2. Foundation Grants & how to apply 3. The role of the club Foundation Director 4. Ways to support the Foundation

1. WHAT IS THE ROTARY FOUNDATION? 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. It makes possible Foundation grant funded projects that bring sustainable improvement to communities in need.

‘Doing good in the world.’ MISSION 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. ‘Doing good in the world.’

Invested for three years HOW DOES THE MONEY ‘WORK’? Money donated Invested for three years Interest earned used for administration of the Fund After 3 years, 50% returned to the District (DDF) and 50% goes into the World Fund Permanent Fund - gifts, wills, invested in perpetuity. Ensures long term viability. Interest used (World Fund, Peace Program) PolioPlus Fund

5 % set aside from World Fund to be used if needed CHANGES TO FUNDING MODEL STARTING JULY 2015 Recession - poor investment returns - doubts re long term viability to function effectively 5 % set aside from World Fund to be used if needed 5% of cash contributions for global grants set aside Up to 10% of corporate gifts set aside Foundation has fine record of financial stewardship & transparency

WHO RUNS THE FOUNDATION?  The Board of Trustees (14 + Gen Sec) manages the business of the Foundation, led by the Trustee Chair (2015-16 PRIP Ray Klinginsmith)   The Rotary International President-elect nominates the trustees, who are elected by the RI Board of Directors. The trustee chair serves for one year and trustees serve for four years.

FOUNDATION TRUSTEES 2015-16 India PRIP India PRIP Scotland PRIP USA PRIP Japan FOUNDATION TRUSTEES 2015-16 USA USA USA Uganda Spain Turkey Canada Brazil Korea Gen Sec

Funded by PolioPlus Fund and DDF donations Remains Rotary’s top priority as an NGO 1985 - 350,000 cases. 2013 - 399 cases India declared polio free March 2014 2014 - 411 2015 - 22 cases so far - (21 Pakistan, 1 Afghan.) No cases in Nigeria for 6 Mths No cases anywhere since 17 March! See the Global Eradication Initiative website for up-to-date numbers & information Funded by PolioPlus Fund and DDF donations

Eradication Program not always easy: On 20 April, four UNICEF colleagues were killed in the attack on a UN vehicle in Garowe, Somalia. Among them were two staff working in the Global Polio Eradication Initiative - delivering Polio, Routine Immunization and Communication programmes in Somalia. Payenda Gul had been a polio eradicator since 1999, working to protect children in Afghanistan, Nigeria and Somalia. Brenda Kyeyune had joined the team in 2014, working to make sure communities are engaged in polio eradication.

Funded by the World Fund ROTARY PEACE FELLOWSHIPS Enable people to study a 2 year graduate degree in international relations, peace, and conflict resolution at one of 6 Rotary Peace Centres, one of which is the University of Queensland 60 / year OR study a 6 month certificate in peace studies 50 / year Funded by the World Fund

(Packaged Grants no longer used) 2. FOUNDATION GRANTS & HOW TO APPLY District Grants Global Grants (Packaged Grants no longer used)

Need to be aligned with the Foundation’s mission DISTRICT GRANTS A block grant that enables clubs and districts to carry out activities in their own communities or elsewhere Managed by the District - Rotary District Foundation Chair (JW), Rotary District Foundation Grants Chair (KH), District Governor (MS) Need to be aligned with the Foundation’s mission Can fund projects, VTT’s, scholarships, cultural exchanges, etc Can use up to 50% of the DDF

Youth programs - RYLA, YEP, Interact DISTRICT GRANTS - RECENT EXPANSION Youth programs - RYLA, YEP, Interact Activities primarily implemented by organisation other than Rotary Rotary events for educational purposes eg grant management seminars Construction (including low-cost shelters)

15 clubs applied end of Oct DISTRICT GRANT APPLICATIONS 2014-15 15 clubs applied end of Oct Applications totalled >$64,000 with US$33,494 available Clubs that received grant previous year not eligible 10 clubs + continued scholarship $3,400 each. Money forwarded March 2015 (2 yrs to complete)

Must have a budget of at least $30,000 GLOBAL GRANTS Designed for large-scale humanitarian projects that have high impact and produce sustainable, measurable results Must have a budget of at least $30,000 DDF money will be matched from the World Fund dollar for dollar, and other money (eg from club) 50c in the dollar Must lie within one of the 6 areas of focus.

Disease prevention & treatment AREAS OF FOCUS Disease prevention & treatment Peace & conflict resolution Water & sanitation Economic & community development Maternal & child health Basic education & literacy

4 Applications so far - done online directly to TRF GLOBAL GRANT APPLICATIONS 2014-15 4 Applications so far - done online directly to TRF Kirabati Water project - Coffs Harbour - submitted Midwife nurse training & supply of equipment Nepal - Port Macquarie - awaiting authorisation Mera (Nepal) Primary school sanitation project - solar showers - Pt Mac Sunrise Toilets for girls at schools - India - Tamworth

GLOBAL GRANTS EXAMPLE - PORT MACQUARIE Midwife nurse training and equipment supply in Nepal (Please note that the figures are not real!!) Budget of $30,000 - equipment $20,600; transport $1,400; Travel $3,500; Accom & Training $4,500 Club $4000 WF Match $2,000 DDF $12,000 WF Match $12,000 Total $30,000 - See how much can be achieved with a club input of only $4000!

Can be funded by either District or Global grants VOCATIONAL TRAINING TEAMS A group of professionals travel to another country to learn or teach about their field - can be in either direction or in both. Can be funded by either District or Global grants Can vary in size, and in length of time Very flexible - can include Rotarians as long as they are training and not learning

‘SHARE’ FUNDING MODEL FOR D9650 2015-16 (all US$) $126,905.14 contributed by D9650 clubs in 2012-13 50% To World fund $63,452.57 50% To D9650 $63,452.57 ‘SHARE’ Trustees controlled District controlled World Fund Other eg Permanent Fund District Designated Fund (DDF) Global Grants Max of 50% For District Grants $31,726.28 Min of 50% For Global Grants $31,726.28 With rollover, ~$100,000 available When matched by World Fund this can become $200,000!!

D9650 GRANT FOUNDATION MANUAL 2014-15 Page 4: Approval from the District Committee must be sought before Global grant project applications are started on the RI website District website

CLUB QUALIFICATION PROCESS 2015-16 District website

Rotary Club of (drop down list) CLUB QUALIFICATION PROCESS 2015-16 ... extract Rotary Club of (drop down list) Club member who attended PETS/DA/Foundation seminar ........... M of U read & understood Financial plan completed Designated bank acct Two Rotarian signatories Records will be stored at................... Bank statements will be kept District website

MEMORANDUM OF UNDERSTANDING District website

Go to District website for full instructions if needed ENTERING FOUNDATION GOALS ON NEW RI WEBSITE Go to District website for full instructions if needed District website

3. ROLES & RESPONSIBILITIES OF FOUNDATION DIRECTOR What is the role of the Foundation Director and committee in the club? How can you help educate members about the Rotary Foundation? How does your club set its Foundation giving goals? What makes a goal effective? How can you help your club meet those goals? District website

Become a Centurion member: 4. WAYS TO SUPPORT THE FOUNDATION Become a Centurion member: Contribute US$100 per year Tax deductible via Australian Rotary Foundation Trust Bank transfer / Credit card deduction Count towards PHF District website

2. Become a Sustaining Member WAYS TO SUPPORT THE FOUNDATION 2. Become a Sustaining Member Contribute more than US$100 per year Make payment in the same way as a Centurion District website

WAYS TO SUPPORT THE FOUNDATION 3. Paul Harris Fellow Paul Harris Fellow recognition is given to an individual who contributes (or in whose name is contributed) US$1,000, or more cumulatively to the Annual Fund, Polio Plus or approved Foundation Grant District website

4. Multiple Paul Harris Fellow WAYS TO SUPPORT THE FOUNDATION 4. Multiple Paul Harris Fellow Multiple Paul Harris Fellow recognition is given at subsequent US$1,000 levels up to US$9,000. Recognition consists of a pin with stones corresponding to the recognition level. There are 5 levels of sapphire and 3 levels of ruby recognition. District website

WAYS TO SUPPORT THE FOUNDATION 5. Paul Harris Society The Paul Harris Society recognises those Rotarians and friends who personally contribute US$1,000 or more on an annual basis, to The Annual Fund, Polio Plus or approved Foundation grant. Contributions can be monthly, quarterly or annually. District website

WAYS TO SUPPORT THE FOUNDATION 6. Major Donor This recognition is for individuals or couples who have a combined personal contributions of US$10,000 or more. Donors receive a crystal recognition as well as a wearable recognition. There are four levels of recognition. Level 1 – US$10,000 to US$24,999.99 Level 2 – US$25,000 to US$49,999.99 Level 3 - US$50,000 to US$99,999.99 Level 4 – US$100,000 to US$249,999.99 District website

DISTRICT GOALS FOR THE FOUNDATION 2015-16 To substantially increase individual contributions to the Rotary Foundation as follows: Obtain through club and individual contributions a minimum of at least US $100 per member 25% of members contributing A $10 per month as Centurions. 25 Paul Harris Society Members contributing A$100 per month on an ongoing basis across the district 2 new major donors contributing A$12,000 100 benefactors making provision in their will to contribute US$1,000 or more 25 Bequest Society members making provision in their wills to contribute US$10,000 or more District website

2. To persuade the Rotarians in our district that: DISTRICT GOALS FOR THE FOUNDATION 2015-16 2. To persuade the Rotarians in our district that: 50% of donations to the Foundation come back directly to the control of our clubs and district At least a further 25% and potentially more than the other 50% are available as grants from the world fund The foundation is an excellent charity and deserves our support Our clubs can work with Rotary clubs in Third World countries to make a real difference, leveraging the support available from the Rotary Foundation both at district and at international level. District website

WHOLE Ppt is on District website FINAL WORD Encourage giving to the Foundation Consider applying for a District Grant (by end of October) How could you use a District Grant in your town? OR How could your club undertake a major project using a Global Grant? ‘DOING GOOD IN THE WORLD’ in 2015-16? WHOLE Ppt is on District website