1. Our Rotary Foundation How to use it to fund projects
Paul Beedham
District Rotary Foundation Chairman

2. Setting the scene

3. How did it all start?
1917
Rotary International President Arch Klumph proposes an endowment for doing good
1928
Formally named The Rotary Foundation
1947
Paul Harris dies and Rotary sends out a telegram passing on his desire for donations to the Foundation in lieu of flowers…

4. The Mission Original objective Mission statement
“Doing Good in the World”
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”

5. How it works

6. A tale of three funds Donations Annual Fund Permanent Fund Polio Fund6

7. Three year investment 2014-15 2018-19 Annual Fund Project Funding
Permanent
Fund
Spendable Earnings 7

8. Global / Local Projects
World
Fund
50% of Every District’s
Annual Fund
District
Designated
Fund
Per District
(x 500+) 8

9. Balanced Global Funding
Average Donations per Rotarian
Globally = $113
District 1060 = $52
We contributed less than half the average, but still have access to the same World Fund

10. District Designated Fund
50% of
contributions
3 years prior
£24,982.64
Rollover and
Transfers
DDF
Up to 50%
£4,996.53
Global
Grants
PolioPlus
Donations
District
Grants
Unused DDF
rolls over to
next year
£12,491.32
Transfer to
another
district
Rotary Peace
Centres
Donations
£22,484.39
to Polio
For District New DDF for = $35, (£24,987.64)
District Grant Max = $18, (£13,985.95)
Polio (20%) = $7, (rounded to $7,500) (becomes $11,250 after World Fund match of 50% and $33,750 after Gates Foundation match of 200%) or £26,162.79
Rolling total = $105, (£81,931.16) 10

11. Special Offer!! $20,000 DDF boost for our next two District Grants
New DDF
$38,900
$29,426
District Grants
$19,450 + $10,000 = $29,450 (£22,654)
$14,713 + $10,000 = $24,713 (£19,010)
We can apply for the District Grant as soon as the Grant is closed off

12. Grants – Funding Projects

13. Which comes first? Funding or Project

14. Grant funding Many grant giving organisations are available
All have specific funding criteria
Design the project to meet the criteria
Foundation Global Grant projects for ‘Simple Schools’ or ‘Low Cost Shelters’ have very specific requirements
A finalised project will be harder to fund via grants

15. Rotary Foundation Criteria
Meet the Foundation 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”
More specifically, there are Grant Terms & Conditions that are well documented, but are updated from time to time

16. District Grant Criteria
Small projects
Maximum £1,000 funding per Club in one year
Club has to put in >=50% of project cost
Has to have Rotarian involvement and / or a publicity opportunity
Easiest option is to ‘buy something’ to present
A unit cost allows the request to be ‘scaled’
Invoices with application
Receipts with report

17. Global Grant Criteria Large projects Needs to meet a community need
Minimum $30,000 project budget
Needs to meet a community need
Formal assessment now required
Need to partner with Club(s) in another country
>30% of the funding from outside the ‘project country’
Needs to meet one or more Areas of Focus

18. 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

19. Global Grant Matching >= $30,000 Host Contribution International
World Fund
Matching
Club(s)
Club(s)
Club(s)
x 50%
>= $30,000
District
(DDF)
District
(DDF)
District(s)
x 100%

20. Matching Example 1 >= $30,100 = $14,000 Host Contribution
International
Contribution
World Fund
Matching
Club(s)
x 50%
= $700
Club
$700
Club
$700
>= $30,100
District(s)
x 100%
= $14,000
District
$7,000
District
$7,000

21. Matching Example 2 >= $30,000 = $15,000 Host Contribution
International
Contribution
World Fund
Matching
Club(s)
x 50%
Club
Club
>= $30,000
District(s)
x 100%
= $15,000
District
District
$15,000

22. Guatemala Literacy Project
138 Clubs
24 Districts
1 Country Govt
World
Fund
$694,092
138 Clubs
Canada
Rotary’s own Crowd Funding!

23. Qualification

24. The purpose of Qualification
Qualification provides Clubs with financial and stewardship controls for meeting Foundation requirements and managing grant-funded activities.
Clubs need to qualify before applying for Global and District grants.

25. Qualification Requirements
Attend a grant management seminar
Read, sign, and submit club “Memo Of Understanding” (MOU) to the District team
President and President Elect for
to sign (other Officers are available)
By signing the MOU, the Club agrees to comply with the requirements around stewardship and reporting

26. District Grant Specifics

27. Process Club qualifies Club submits proposal
District Foundation Committee Reviews
Accepted proposals requested to submit full ’Block Grant’ application
Funds allocated when full application accepted
Club carries out project & submits report to close off grant
Subsequent requests will skip the proposal step 28

28. Recommendation
If you have a suitable project idea for a District Grant project
Ideally with no time constraints
Submit it now for consideration when funds become available

29. Further information
‘Foundation Day’ at the Crowne Plaza, Stratford next Friday (23rd November)
District Foundation Seminar – February
Updates via Newsletters and on
Please consider donating to Foundation to make funding available for future projects…