1. DOING GOOD IN THE WORLD
The Rotary Foundation for District Training Assembly
Ronnie Chantker, PDG
Incoming District Rotary Foundation Chair
Welcome Message
May 4, 2019
Presented at DTA
2019

2. ROTARY MISSION
Rotary is made up of three parts: Our clubs, Rotary International, and The Rotary Foundation. Together, we work to make lasting change in our communities and around the world. The Mission of Rotary International is to PROVIDE service to others, promote integrity, and advance world understanding, goodwill, and peace through its fellowship of business, professional, and community leaders.

3. THE ROTARY FOUNDATION
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.
The Rotary Foundation helps fund our humanitarian and educational activities, from local service projects to global initiatives.

4. THE ROTARY FOUNDATION PROGRAMS
Humanitarian
District Grants
Global Grants
PolioPlus
Educational
Vocational Training Teams
Global Scholarships
District Scholarships
Rotary Peace Fellowships

5. Annual Fund PolioPlus Fund Endowment Fund
ACHIEVING THE MISSION
Annual Fund PolioPlus Fund Endowment Fund

6. SUPPORTING THE ROTARY FOUNDATION

7. ANNUAL FUND-SHARE
Primary funding source for Foundation grants and activities
Supports local and international grants through the SHARE system
Contributions are credited to donor’s club and applied to club’s goal
Contributions to the Annual Fund support local and international grants and activities through the SHARE system.
Contributions are credited to the individual donor and the donor’s club and counted toward the club’s and district’s Annual Fund goals.

8. ANNUAL FUND-SHARE Earnings pay for TRF administration
$1,000
Earnings pay for
TRF
administration
YEAR 1
YEAR 2
YEAR 3
District Designated Fund (DDF) S
World Fund
50% = $500
50% = $500
SHARE

9. ANNUAL FUND-SHARE Earnings pay for TRF administration 5% = $50
$1,000
Earnings pay for
TRF
administration
5% = $50
YEAR 1
YEAR 2
YEAR 3
District Designated Fund (DDF) S
World Fund
50% = $500
45% = $450
SHARE

10. ENDOWMENT FUND Contributions are professionally invested in perpetuity
Only the earnings are spent to supplement Foundation activities
Gifts to the Endowment Fund are held in perpetuity as part of an endowment. They are professionally invested, with a portion of the earnings used each year for purposes specified by the Trustees and the donors.
The Endowment Fund offers donors a way to create their own lasting legacy through Rotary.

11. POLIOPLUS FUND Supports the eradication on Polio
Gifts to the Endowment Fund are held in perpetuity as part of an endowment. They are professionally invested, with a portion of the earnings used each year for purposes specified by the Trustees and the donors.
The Endowment Fund offers donors a way to create their own lasting legacy through Rotary.

12. DISTRICT DESIGNATED FUNDS (DDF) What can a District do with DDF?
Polio Plus Fund
Peace Centers
Global Grants
Global Scholarships
District Grants
Gifts to the Endowment Fund are held in perpetuity as part of an endowment. They are professionally invested, with a portion of the earnings used each year for purposes specified by the Trustees and the donors.
The Endowment Fund offers donors a way to create their own lasting legacy through Rotary.

13. PLANNING PROJECTS FUNDED BY GRANTS
Using DDF
PLANNING PROJECTS FUNDED BY GRANTS

14. Using DDF
DISTRICT GRANTS

15. FEATURES OF A DISTRICT GRANT
A single block grant awarded annually for club and district projects
Local or international activities
Local decision making with broader guidelines
Smaller activities and projects
District grants are single, annual block grants made to districts in amounts up to 50 percent of their District Designated Fund (DDF).
The district grant can fund multiple club and district projects, which may be local or international.
District grants allow local decision making, with minimal restrictions, for smaller-scale activities and projects.

16. Using DDF
GLOBAL GRANTS

17. GLOBAL GRANTS Align with an area of focus Respond to a community need
Include active community and Rotarian participation
Strengthen knowledge, skills, resources
Have long-term, sustainable benefits
Have measurable results
Have a budget of at least $30,000
Global grants fund large-scale projects and activities that:
Align with an area of focus
Respond to a need the benefiting community has identified
Include the active participation of the benefiting community
Include the active participation of Rotarians
Strengthen local knowledge, skills, and resources
Are designed to enable the benefiting community to address its own needs after the Rotary club or district has concluded its work
Have measurable results
The minimum grant award is $15,000 (for a total budget of at least $30,000). The DDF allocation is matched 100 percent, and cash is matched at 50 percent from the World Fund. A global grant project is sponsored by a host club in the project country and a club outside the project country.

18. AREAS OF FOCUS
The six areas of focus reflect critical humanitarian issues and needs being addressed by Rotarians worldwide.
They align Rotary with other international development efforts and advance the Foundation’s mission. Each of the areas listed has specific goals that are outlined in the corresponding area of focus policy statement.
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 SCHOLARSHIPS
Using DDF
GLOBAL GRANT SCHOLARSHIPS

20. SCHOLARSHIPS Scholarships can be funded by Global grants
District grants
Global grant Scholarships are for graduate students studying abroad in one of Rotary’s six causes:
Promoting peace
Fighting disease
Providing clean water, sanitation, and hygiene
Saving mothers and children
Supporting education
Growing local economies
Under the new grant model, Rotary continues promoting peace through education.
Clubs and districts have more flexibility in sponsoring international and local scholars through global grants and district grants.

21. Using DDF
TRANSFERS

22. ROTARY PEACE FELLOWSHIPS
Rotary Peace Centers offer master’s degrees or professional development certificates in fields related to peace studies and conflict resolution.
The Rotary Peace Centers program is Rotary’s premier educational program and a top priority for achieving the Foundation’s mission of world understanding and peace.
Up to 100 Rotary Peace Fellows are selected annually for master’s degree programs in international relations, peace studies, conflict resolution, and related subjects, or for a three-month professional certificate program.

23. END POLIO NOW: COUNTDOWN TO HISTORY
Rotary’s own financial support for PolioPlus will be magnified by an agreement with the Bill & Melinda Gates Foundation.
From 2013 to 2018, every $1 that Rotary commits in direct support of polio immunization (up to $35 million per year) will be matched by an additional $2 from the Gates Foundation. This means contributions to Rotary’s PolioPlus program will have three times the impact.

24. GIVING OPPORTUNITIES Bequest Society Major Donor Benefactor
6/25/2019
GIVING OPPORTUNITIES
Benefactor
Include the Endowment Fund as a beneficiary in your estate plans or when you donate $1,000 or more to the fund outright.
Bequest Society
Give $10,000 or more via your estate plans
Arch Klumph Society
Trustees Circle: $250,000 to $499,999
Chair’s Circle: $500,000 to $999,999
Foundation Circle: $1,000,000 to $2,499,999
Platinum Trustees Circle: $2,500,000 to $4,999,999
Platinum Chair’s Circle: $5,000,000 to $9,999,999
Platinum Foundation Circle: $10,000,000 and above
Major Donor
Level 1: $10,000 to $24,999
Level 2: $25,000 to $49,999
Level 3: $50,000 to $99,999
Level 4: $100,000 to $249,999
The Foundation’s first form of donor recognition was Paul Harris Fellow recognition, which the Foundation began using in 1957 to express appreciation for donations of more than $1,000. Donors are named Multiple Paul Harris Fellows with each additional eligible gift of $1,000. Donors may also name another person as a Paul Harris Fellow by donating in his or her honor.
The number of Paul Harris Fellows reached the 1 million mark in 2006, and more than 1.5 million have been named to date
Apart from being Paul Harris Fellows, some donors become members of the Paul Harris Society. These are Rotary members and friends of Rotary who contribute $1,000 or more yearly to the Annual Fund, PolioPlus, or approved Foundation global grants. This form of recognition was administered by districts until 2013, when the Foundation adopted the Paul Harris Society as one of its official programs.
In the 1980s, the Foundation began recognizing contributors who make eligible cumulative donations of $10,000 as Major Donors.
In , the Foundation established Benefactor recognition for donors who either include the Endowment Fund as a beneficiary in their estate plans or donate $1,000 or more to the fund outright.
In 1999, the Trustees started the Bequest Society, which recognizes those who give at least $10,000 to The Rotary Foundation through their estate plans.
EXTRAS:
Learn about donor recognition at
Read more Paul Harris Fellow history at

25. Paul Harris Club Banner Paul Harris Society Club Banner
6/25/2019
Donor Recognition
Paul Harris Fellow
The Foundation’s first form of donor recognition was Paul Harris Fellow recognition, which the Foundation began using in 1957 to express appreciation for donations of more than $1,000. Donors are named Multiple Paul Harris Fellows with each additional eligible gift of $1,000. Donors may also name another person as a Paul Harris Fellow by donating in his or her honor.
The number of Paul Harris Fellows reached the 1 million mark in 2006, and more than 1.5 million have been named to date
Apart from being Paul Harris Fellows, some donors become members of the Paul Harris Society. These are Rotary members and friends of Rotary who contribute $1,000 or more yearly to the Annual Fund, PolioPlus, or approved Foundation global grants. This form of recognition was administered by districts until 2013, when the Foundation adopted the Paul Harris Society as one of its official programs.
In the 1980s, the Foundation began recognizing contributors who make eligible cumulative donations of $10,000 as Major Donors.
In , the Foundation established Benefactor recognition for donors who either include the Endowment Fund as a beneficiary in their estate plans or donate $1,000 or more to the fund outright.
In 1999, the Trustees started the Bequest Society, which recognizes those who give at least $10,000 to The Rotary Foundation through their estate plans.
EXTRAS:
Learn about donor recognition at
Read more Paul Harris Fellow history at
Paul Harris Society
Paul Harris Club Banner
Paul Harris Society Club Banner

26. CLUB RECOGNITIONS 100% Foundation Giving
6/25/2019
CLUB RECOGNITIONS
100 % Every Rotarian, Every Year Club
Contributions must be to the Annual Fund
Average at least $100/member
Every active member gives at least $25
100% Foundation Giving
Contributions can be to any or all of the following; Annual Fund, PolioPlus Fund, approved global grants, or Endowment Fund
Average at least $100/member
Every active member gives at least $25
The Foundation’s first form of donor recognition was Paul Harris Fellow recognition, which the Foundation began using in 1957 to express appreciation for donations of more than $1,000. Donors are named Multiple Paul Harris Fellows with each additional eligible gift of $1,000. Donors may also name another person as a Paul Harris Fellow by donating in his or her honor.
The number of Paul Harris Fellows reached the 1 million mark in 2006, and more than 1.5 million have been named to date
Apart from being Paul Harris Fellows, some donors become members of the Paul Harris Society. These are Rotary members and friends of Rotary who contribute $1,000 or more yearly to the Annual Fund, PolioPlus, or approved Foundation global grants. This form of recognition was administered by districts until 2013, when the Foundation adopted the Paul Harris Society as one of its official programs.
In the 1980s, the Foundation began recognizing contributors who make eligible cumulative donations of $10,000 as Major Donors.
In , the Foundation established Benefactor recognition for donors who either include the Endowment Fund as a beneficiary in their estate plans or donate $1,000 or more to the fund outright.
In 1999, the Trustees started the Bequest Society, which recognizes those who give at least $10,000 to The Rotary Foundation through their estate plans.
EXTRAS:
Learn about donor recognition at
Read more Paul Harris Fellow history at

27. DISTRICT INITIATIVE

28. WHAT IS A PEACE BUILDER CLUB?
A New Initiative within Rotary District 7610 began in
Complete a Club Project: Complete a club project where the primary focus is peacebuilding and/or conflict resolution.
Promote the Rotary Peace Fellowship Program: Submit a candidate for a Rotary Peace Fellowship and/or actively work on recruitment efforts for the
Provide Financial Support for the Rotary Peace Centers: Commit $500 towards district support for Rotary Peace Centers.

29. Save the Dates!
Foundation Seminar September 14, 2019 District Peace Conference October 26, 2019 Foundation Banquet November 16, 2019

30. Thank You!

31. QUESTIONS? E-mail Contact: rmccpa97@aol.com
Incoming District Rotary Foundation Chair
PDG Ronnie Chantker