1. Rotary Foundation: Challenge, Inspire and Strengthen
President Elect Training – April 21, 2018

2. Objectives for Foundation Seminar
Understand the importance of the Rotary Foundation and how it helps Rotary fulfill its mission.
Identify one thing that they can do to model the way, inspire, and challenge their clubs related to Foundation.
Be prepared to work with their Foundation Chair to develop a club structure and work plan to achieve their Foundation goals in

3. Foundation Card

4. Why is the Rotary Foundation important? Ask 5 Whys…
Start with Why?
Why is the Rotary Foundation important?
Ask 5 Whys…
Why?

5. Rotary Foundation Basics

6. Established in 1917 with a gift of $26.50
The Rotary Foundation
Established in 1917 with a gift of $26.50
“For the purpose of doing good in the world.”
Headquarters in Evanston, Illinois
91% of funds spent directly on charity
Charity Navigator – 4 Star Charity
Named 2017 Worlds Outstanding Charity
Focuses on Six Areas of Need

8. Foundation Funding
Annual Fund (SHARE)
Polio Plus Fund
Endowment Fund

9. SHARE Funding Model for Annual Fund (If we had a $100,000…)
$50,000
2017
2018
2019
$50,000
50% to District Designated Fund
50% to World Fund
$25,000
$25,000
Matches 1:1 DDF $
and 50% of cash and club donations
50% to
District Grants
50% to
Global Grants

10. Rotary Grants – 3 Types of Grants
District Grants
Global Grants
Packaged Grants

11. Memorandum of Understanding
Club Qualification
Memorandum of Understanding
Who? Presidents/Foundation Chair
What? Review, Respond, Sign
Where? Scan and pg 3 to Joy
Must also be attached to district grant request
When? By May 31st to qualify for the following Rotary year (July-June)
Why?
Required for grants both district and global
Ensures responsibilities are known regarding grant management
Ensures appropriate financial management in place
Addresses misuse of funds

12. District Goals & Support Structure

13. Introducing your District Team – 2017-2018
District Foundation Chair – Joy Barresi Saucier
Polio Co-Chairs – Floyd Rockholt/Terry Thomas
Annual Giving Co-Chairs – Gary Thorne/Jack Low
District Grant Co-Chairs – Paula Hiltz/Cindy Richendollar
Global Grant Co-Chairs – Carl Young/
Global Grant Stewardship Chair – ______
TRF Canada Grants Program Chair - ______
Paul Harris Society- Pam Harrison/Bev Lyons
Peace Fellowship Chair – Candace Boone
End Polio Now Zone 24 East Coorinator - Stella Roy
Foundation Advisor/Assistant Regional Rotary Foundation Coordinator – Rick Rogers

14. District Foundation Training and Support Plan
Developed in order to provide club foundation chairs and other club and district leaders with consistent, comprehensive training and support specific to the Rotary Foundation.
Intended to be an iterative document that is refined and adapts overtime in order to respond to the changing needs of clubs.
Questions or suggestions regarding the plan can be directed to the District Foundation Chair.
Components
Foundation Introduction
President Elect Training
Foundation Basics
Foundation Seminar/Advanced
District Conference
Foundation Fellowship Hours
Online Sharing

15. 100% EREY Annual Fund Giving ($25 min.)
District Goals –
100% of Clubs will have Foundation goals entered in Rotary Club Central
100% of Clubs will complete Grant Memorandum of Understanding for
100% EREY Annual Fund Giving ($25 min.)
$100 Annual Fund Per Capita Giving
$50,000 Raised for Polio Plus

16. Presidential Citation 2017-2018

17. Progress toward goals…..

18. Challenge Your Club

20. How do I challenge my club?
Set stretch goals!
Enter goals into Rotary Club Central.
Review progress toward goals regularly with Foundation Chair and Board.
Get creative and have fun….what are you willing to do if your club meets its goals?
Find innovative ways to recognize those who give – tell club members about it.

21. What are stretch goals and how do I set them?
Consider the district goals.
Look at what the club accomplished last year and what it accomplished in its most successful year. Use Club Runner.
Do the math!
Test and debate your goal with your Foundation Chair.
Enter your goals into Club Runner.

22. Enter Club Goals – Due May 31 for Rotary Year 2018-2019
Rotary Club Central
Member Center>Online Tools>Rotary Club Central

23. Be the Inspiration

25. How do I get inspired and inspire others in my club?
Dedicate time for programs that tell the “why”– bring in guest speakers.
Encourage club members to get involved with international service.
Ask the foundation chair or other club members to do something each month to build awareness of the importance of the foundation.
Set a club challenge.
Model the way with giving.
Encourage the board to do so, too!

26. Strengthen with Structure

27. What is the one thing?
Makes you decide which actions have the most value.
Acts like a filter removing all the extra noise
Causes the domino effect.

28. What club structure will be support my goals?
First, understand your club goals and the size and strength of your membership.
What one step can you take that will help your club be successful?
Who will lead your foundation efforts?
Does this person need others to help them?
How will these people plan and communicate?
Can the plan be put to paper?
How will the effort get club buy-in and support?
Meet with your foundation lead to discuss next steps.

29. What is the one thing?

30. Get Ready for Grants

31. District Grants - Process and Timeline
Club attends training and signs/submit MOU
Grant application/MOU submitted
Submit between 5/1/18 – 5/31/18
To Paula Hiltz by at
Club notified of grant approval and timeline
Club completes project between 7/1/18-5/1/19
Club submits notice of completion with financial documentation by 5/1/19
to Paula Hiltz
District sends check to Club by 6/29/19

32. District Grants - Requirements
Must use district grant application form - available on District Club Runner website
Project must take place in Rotary Year
July 2018-June 2019
Project must respond to one Area of Focus
One club member must attend District Foundation/Grants Seminar
Club Presidents (outgoing and incoming) must sign MOU
Club Foundation Goal input into Rotary Club Central by May 31, 2018

33. District Grant Guidelines – Reminders
Funds cannot be spent until notification to do so is received by clubs.
Club must provide notice of project completion with financial documentation, before check will be issued by the District.
Deadline for submission is May 1.

34. 17 Grants $29,860 CDN Basic Education Literacy Scholarships
District Grants
17 Grants
$29,860 CDN
Basic Education
Literacy
Cooking to Learn
Little Free Libraries
Scholarships
Maternal Child Health
Bicycle Helmets
Breakfast
Domestic Abuse Assistance
Backpacks for Kids
Buying winter clothes

35. District Grants
15 Grants
$20,034 CDN

36. Global Grant Resources
Grants Center via My Rotary
“How to use the Grants Center”
Guide to Global Grants

37. Global Grant Requirements
Can be Humanitarian, Scholarship or VTT
Minimum of two Clubs (host + international)
$30K US Minimum
$15K Minimum Matching World Fund
Three Streams of Funding
Club, District, The Rotary Foundation
Club $ matched (50% by World Fund)
District $ matched (100% by World Fund)

38. Global Grant - Sponsor Responsibilities

39. Global Grant - Rotary Grant Lifecycle

40. Global Grant - Rotary Grants Center

41. Questions and Sharing