The Rotary Foundation (TRF) 101

To enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty Rotary Foundation Mission Rotary Foundation Mission

 What the Rotary Foundation is NOT  History  Bang for your Buck! (What $100 a year buys you)  6 Areas of Focus  Follow the money  Grants  District 7430 Grant process  A few Morning Star Projects  Wrap up Agenda Agenda

The Rotary Foundation has nothing to do with the OPERATING Budget of our Club, or your dues And usually has nothing to do with the Charitable Budget of our Club For the most part, Foundation is INDIVIDUAL Donations that are ENCOURAGED by the CLUBS. What the Foundation is NOT What the Foundation is NOT

First Rotary meeting Feb 23, 1905 in Chicago with Paul Harris and 3 others. The IDEA of the Foundation 1917 by Arch Klumph (RI president at that time) Wanted to start an endowment  By 1923 the Foundation had only $700  By 1927 it was up to $50,000 First Donation in 1929: For Society for Crippled Children for $500 Concept of EREY Started in 1942 with a $5 donation A Little History … A Little History …

World War II limited donations to and focus on the Foundation Afterwards, the focus was still mostly on fellowship and relief for Rotarians affected by the war Paul Harris died in 1947, and donations were made in his name – By 1948, contributions exceed $1.7 mn Study fellowships to students from 12 countries $15,000 to war relief assistance to 150 families – By $3.5 mn and new contributions – By 1955, Rotary’s 50 th anniversary, new contributions reach $500,000 – 1957 – “Paul Harris Fellow” award announced: One who contributes $1,000 to the Foundation – 1968: “Sustaining Member” is one who gives $100/year – By 1995 there were 500,000 Paul Harris Fellows A Little (more) History … A Little (more) History …

The Foundation is the financial “engine” that makes Rotary work. It includes: 1.Service Opportunities 2.Humanitarian Projects (in the 6 Areas of Focus) 3.Scholarships 4.Vocational Programs AND Polio Eradication! Bang for your $Buck - $100 a year buys … Bang for your $Buck - $100 a year buys …

Peace and Conflict Prevention/Resolution Disease Prevention and Treatment Water and Sanitation Maternal and Child Health Basic Education and Literacy Economic and Community Development AREAS OF FOCUS (funded by GRANTS)

Follow the Money Follow the Money

Disbursements The Rotary Foundation Income Annual Fund Used in 3 Yrs. District Designated Fund (DDF) 50% 3 rd Yr APF Restricted Polio, Donor Advised, Memorials, Disaster Recovery Endowment Only earnings are spent on programs Benefactor $1,000 pledge Endowment Bequest Society $10,000 pledge Major Donor $10,000 + cash Arch Klumph Society $250,000 + Sustaining Member $100/yr. EREY up to $100/year Paul Harris Fellow $1,000 total Paul Harris Society $1,000/yr. to APF or Polio $$ Support $$ Individual Rotarians, Clubs, Districts, Corporate Matching Gifts, Other Foundations, Trusts, Insurance, Estate Plans, and Friends $$ Beneficiaries $$ Intl Partners, Scholars, Communities, Families, Children World Fund (General) 50% Global Grants Match Peace Centers District Grants up to 50% of DDF Global Grants Polio Other Districts Peace Centers Share

Morning Star Rotary Club: – Our Foundation and District Grant Committees shepherd grant applications thru the process. – Any club member can submit and champion an idea for a District Grant or World Grant! District 7430: – District Governor, Governor Elect, Rotary Foundation Chair and Subcommittee Chairs. – Review grants submitted by clubs annually and decide which ones to fund at the District level Who makes the decisions? Who makes the decisions?

Categories – Grant up to $1,500 (for these, $22K reserved each RY) – Grant >$1,500 (bigger multi-Club/partners/committee projects) – International projects with budget up to $30,000 Examples – Local community projects – Scholarships – Travel for humanitarian projects – Vocational Training Exchanges – Int’l Medical Missions – Disaster Recovery District Grants in District 7430 District Grants in District 7430

Must be Qualified – Complete Grant Training – Sign Memo of Understanding (obligates the ENTIRE club) Club Support of Rotary Foundation Within Areas of Focus Within funding ranges Meet other TRF criteria (no bldg., etc.) District Grant Requirements District Grant Requirements

Submit Proposal to District Grant Committee ( Online) Grant Committee Review & Project Selection Club Project Approval by District … ( Don’t start yet!) District submits Spending Plan to RI … ( No, not yet!) TRF approves Spending Plan … (NOW you can start!) TRF Funds arrive in District after July 1 st District Grant Application Process District Grant Application Process

Club TRAINING Club Memos of Understanding Club/Individual Qualification/Updates Track disbursements Accept & Store Reports/Records/Receipts for 5 yrs. Separate bank account to receive DG funds from TRF before disbursement to clubs/projects. Financial review of each project Annual financial review of the DG disbursements District Stewardship District Stewardship

Grant Management Manual Areas of Focus Club Qualification – How To; FAQ; WorksheetHow ToFAQWorksheet TRF Grant Memo of Understanding TRF Grants Application & Information TRF Grant Terms & Conditions Rotary Learning Center 866-9Rotary Resources – see Resources – see

Tom Hartzell Morning Star’s Rotary Foundation Genius! Mike McCarthy District 7430 Foundation Chair: Rotary District 7430 website Resources – Club and District Resources – Club and District

ANNUAL PROGRAMS FUND 50% 50% District Designated Fund World Fund SHARE Global GrantsDistrict Grants Other (Cash, DAF, Permanent Fund) 50% (max) 50% (min) Each year you put in $100 to the Annual Fund, the funds are distributed 3 years later Distributable Funds – “Use is or Lose it!” Distributable Funds – “Use is or Lose it!”

GRANTS 2 Types: District Grants Global Grants

District Grants Club- and District- developed NO World Fund Match Global Grants Club- and District- developed World Fund Match TRF stands for THE ROTARY FOUNDATION Rotary Peace Centers and PolioPlus TRF Grants at a Glance TRF Grants at a Glance

A Commercial Break for... Definitions DDF - District Designated Funds: Held by The Rotary Foundation for use by our district. Each year the district has DDF equal to 50% of the contributions district clubs and Rotarians made to the Annual Fund three years previously Sustainable: Recipient has to be able to maintain the project (For example, if it’s a water well, they have to be able to fix it with local resources)

District Grants (DG) are a tool Rotary districts use to support short-term, humanitarian projects that benefit the communityDistrict Grants (DG) are a tool Rotary districts use to support short-term, humanitarian projects that benefit the community Funded through a portion of District Designated Funds (DDF) to support projects locally or internationallyFunded through a portion of District Designated Funds (DDF) to support projects locally or internationally Smaller projects, many are $1,000 – $5,000.Smaller projects, many are $1,000 – $5,000.DistrictGrants

Matches contributions raised by Rotary clubs and districts for international service projects involving Rotary clubs from two or more countriesMatches contributions raised by Rotary clubs and districts for international service projects involving Rotary clubs from two or more countries Over $500 M spent on such international grants to date Over $500 M spent on such international grants to date Now $30,000 or largerNow $30,000 or larger Sustainability is key!Sustainability is key! Global Grants

District GrantsGlobal Grants FundingUp to 50% of DDF. Projects are small, often $1K to $5K. (May be more if multiple clubs participate.) Minimum award of $15K from World Fund which must be matched. Project must total at least $30K. Types of ProjectsLocal or global within the 6 areas of focus High impact projects with at least 1 area of focus. Must involved an international partnership DurationRelatively short term (often within the Rotary year) Long-term, sustainable TRF Grant Comparison TRF Grant Comparison

Since 1947 Rotary Foundation funded scholarships have furthered international understandingSince 1947 Rotary Foundation funded scholarships have furthered international understanding Has been one of the world's largest private international scholarship programsHas been one of the world's largest private international scholarship programs 60,000 scholars from 110 countries have served as ambassadors of goodwill60,000 scholars from 110 countries have served as ambassadors of goodwill Now Global Grants will fund such scholarships in six areas of focusNow Global Grants will fund such scholarships in six areas of focus Scholarships

Morning Star Projects & Giving Morning Star Projects & Giving

$7,086 Total FY Checks Added to Dues check $2 Per Week Online direct to bank account The Rotary Foundation (TRF) Annual Fund FY $3,543 to District 7430 $3,543 From TRF to Global Grants*, Peace Centers Up to $1,771 to District Grants The balance from District to Global Grants * TRF matches 100% of District and 50% of club contributes to Global Grants FY For 3 years, the funds are held by TRF, and earnings cover admin expenses Morning Star Donations Morning Star Donations

MOM-n-PA Dental Clinic – joint with 2 other clubs - $12,000, $3,000 from clubs, $7,500 matching DG) Peru Water Filters - joint for a Global Grant (5 clubs - $18,000 + matching dollars – total $39,400)! Hogar Crea Garden - $3,000 Previously: 2 Group Study Exchange trips led by Morning Star Rotarians – Bill Jahn and Gordon Sommers Morning Star Morning Star Rotary Foundation Projects Rotary Foundation Projects Morning Star Morning Star Rotary Foundation Projects Rotary Foundation Projects

$2 a week (or more or less) as you arrive at the meeting Check payable to The Rotary Foundation – give to Tom Hartzell. Any amount that you are comfortable donating is helpful! Online, monthly or quarterly withdrawal – see RI website for this - minimum is $10. Paul Harris Sustaining = $100 per year EREY = Every club member donates something, and the club total equals or exceeds $100 per member. (Pres. TK’s goal) How to Donate How to Donate

Every Rotarian, Every Year Thank You Rotarians for all you do…. and will do “Rotary has set a whole new standard for what people believe a volunteer organization can accomplish. Back when Rotary became involved with polio, most people thought volunteer organizations were about tackling projects down the street or across town – not across the world. Rotary changed all that, and in the process, you reminded us that there is no human problem so daunting that it can’t be overcome by people…you set a new standard for what volunteers could do.” I want you to feel proud that you are a Rotarian and to know we need your help to build a solid future for the next century of service.