1. October 2010 District 1130 Rotary Foundation Seminar District 1130 Rotary Foundation Seminar and Grant Management 26 th November 2010

2. District 1130 Rotary Foundation Seminar Rotary Foundation Motto & Mission Doing Good in the World To enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty

3. District 1130 Rotary Foundation Seminar D1130 Achievements Scholarships 30 Clubs have provided support to incoming Ambassadorial Scholars over recent years (many every year) Scholars have made approaching 200 presentations to Clubs every year enhancing International Understanding Potential Ambassadorial Scholars outbound put forward by Clubs Potential Peace Scholars put forward by many Clubs Rotarian Alumni D1130 DGN Eve Conway

4. District 1130 Rotary Foundation Seminar D1130 Scholarships – The Future Incoming –Ambassadorial Scholars Number reducing year on year * 2010/11 – 21 * 2011/12 – 15 –Global Scholars Number increasing year on year 2010/11 – 4 * 2011/12 – 10 D1130 has to endorse each Global application

5. District 1130 Rotary Foundation Seminar D1130 Scholarships – The Future Outgoing –Ambassadorial Scholars Limited funding from District Grants subject to competition from other proposals Otherwise flexibility on area of study –Global Scholars Opportunity to submit one District sponsored Global Scholar using $15,000 DDF and 100% Global Grant match Study in a Future Vision District in specified subject area Applications submitted spring 2011 to study autumn 2011 Final decision by TRF relating to compliance with TRF rules

6. District 1130 Rotary Foundation Seminar D1130 Achievements Group Study Exchange Recent Exchanges – Boston, Melbourne, India, S. Carolina; Bulgaria; Pittsburg; Mexico Team Leaders and participants –Crystal Palace & Norwood; Paddington; St Pancras; Putney; Putney;Greenford –Chingford, Battersea Park, Hanwell & Northfields; Tooting, Ealing; Golders Green; Pall Mall; Chigwell; Epping; Paddington Nominations (leaders and members) –Edgware & Stanmore; Redbridge; Barnet; Epping, Canary Wharf, Northwick Park –Golders Green; Tooting; Hanwell & Northfields, Chingford; Battersea Park; Islington Highgate & MH; Barnet; Paddington; Kensington; Westminster West; Clubs hosting and organising events around London –Approx 50% of Clubs have made practical contributions

7. District 1130 Rotary Foundation Seminar D1130 The Future – Vocational Training Teams (VTT’s) Partner with another Future Vision District –After transitional year 2010/11 (but funding penalty) Meet Future Vision emphases Fund with DDF and Global Grant

8. District 1130 Rotary Foundation Seminar D1130 Achievements District Simplified Grants (10% of SHARE) Selection of recent projects Books to Kenya (RC ST Marylebone) International Dictionaries 4 Life (RC Tower Hamlets) Dictionaries for Primary schools (Wandsworth Group of Rotary Clubs) Environmental Project with London Wildlife Trust (RC Islington, H & MH) Straw bale building project (RC Finchley) Annual Christmas Concert for the Elderly and Disabled (RC Chelsea)

9. District 1130 Rotary Foundation Seminar D1130 Achievements Matching Grants Selection of recent projects Project Leaders Water project in Ecuador (RC Barkingside) Village project in Kenya (RC Brixton) Ultrasound equipment in Pakistan (RC Epping) Mobility Aids in India (RC London) Dental equipment in India (RC Redbridge) Rotary “Jaipur Limb” in Nigeria (RC Greenford) Project Contributors Hospital equipment in Rumania (RC London) Water wells and toilets in Morocco (RC Greenwich) Repairs to sport facilities in New Orleans (RC Bermondsey) Medical equipment in Israel - Save a Childs Heart (RC Mill Hill)

10. October 2010 District 1130 Rotary Foundation Seminar Rotary Foundation Grants Future Vision pilot districts

11. District 1130 Rotary Foundation Seminar Rotary Foundation Grants Relate to Foundation’s mission Include active Rotarian participation Adhere to stewardship guidelines Demonstrate cultural sensitivity

12. District 1130 Rotary Foundation Seminar Grant Types District grants Global grants –Club and/or District developed –Packaged

13. District 1130 Rotary Foundation Seminar Areas of Focus Peace and Conflict Resolution/Prevention Disease Prevention and Treatment Water and Sanitation Maternal and Child Health Basic Education and Literacy Economic and Community Development

14. District 1130 Rotary Foundation Seminar District Grants Local decision making with broader guidelines Single TRF grant awarded annually to District to manage Smaller activities and projects Fund both local or international activities Simple, flexible, innovative Activities consistent with the mission

15. District 1130 Rotary Foundation Seminar Global Grants Long-term projects Sustainable outcomes Support the areas of focus Larger grant awards –Minimum project value $30,000 Provide World Fund match

16. District 1130 Rotary Foundation Seminar Sustainable Outcomes Project impact after funding is expended Economic, cultural, social, and resource Optimal use of local resources Respect natural resources Reach the most beneficiaries New methods in professional fields Prepare professionals to increase impact Use input and skills of grassroots groups

17. October 2010 District 1130 Rotary Foundation Seminar Foundation Funding ALL Contributions (Gifts) – The “3 Buckets” The SHARE System – Programmed Mgmt. District Designated Fund – Cash4Programs Programs Cash – Shared Rollovers etc.

18. District 1130 Rotary Foundation Seminar Foundation Funding Contributions SHARE System Contributions Earnings

19. District 1130 Rotary Foundation Seminar SHARE System $100,000 Annual Programs Fund 2007-082008-92009-102010-11 Funds raised and invested Funds used Funds invested Funds invested $50,000 DDF & $50,000 World Fund

20. District 1130 Rotary Foundation Seminar US$50,000 District Designated Fund $25,000 or less to district grants $25,000 or more to club and district developed global grants 50% Maximum 50% Minimum Carry forward & transfers 2010-11

21. District 1130 Rotary Foundation Seminar D1130 2010-11 District Grant 25% SHARE $25,000 –Commitments VTT $15,000 –Available $10,000 Global Grant Support $25,000 –Rolled over –Approx $40,000 –Available $65,000

22. October 2010 District 1130 Rotary Foundation Seminar Stewardship and Qualification

23. District 1130 Rotary Foundation Seminar Stewardship Project supervision by Rotarians Implementing club MOU Standard business practice Irregularities reported Projects implemented as approved Financial records review Submitting reports

24. District 1130 Rotary Foundation Seminar Club Memorandum of Understanding The club MOU is a binding agreement between the club and its District, outlining requirements to ensure properly implemented activities and managed funds. By signing MOU, the club agrees to comply with the requirements.

25. District 1130 Rotary Foundation Seminar Grant Management Ensures that Rotarians Administer proper financial controls and adhere to superior technical standards Meet the needs of the project/activity beneficiaries, fulfill objectives, and safeguard donors’ funds

26. District 1130 Rotary Foundation Seminar Qualification Requirements Attend the district grant management seminar Read, sign, and submit club MOU to the district

27. District 1130 Rotary Foundation Seminar District Grant Applications Paper based application system to DRFC Projects to meet need (focus areas) and demonstrate Rotarians Involvement If applications exceed available monies Club contribution record will be a consideration Awarding clubs district grant funds Clubs to complete the district reporting requirements for the Foundation

28. District 1130 Rotary Foundation Seminar

29. District Grant Applications Application Timetable –being finalised –Anticipate February 2011 –Thereafter October and February $15,000.001 x 15,000To support VTT with non-pilot $5,000.002 x 2,500Grants for Club initiatives (? One scholar) $4,000.005 x 800Grants for Club projects in line with District criteria $370.131 x 370To support incoming Global Scholars activities in D1130 $24,370.13

30. District 1130 Rotary Foundation Seminar Global Grant Application Process (1) 1.Club qualifies. 2.Club discusses potential project with DRFC Is international partner District “Future Vision” Area of focus Size of project Financial contributions (other clubs/districts) 3.Prepare and submit summary of proposal to DRFC to confirm District support

31. District 1130 Rotary Foundation Seminar Global Grant Application Process (2) 1.Club submits global grant proposal, online, through members access 2.TRF reviews proposal for initial approval. 3.Club submits global grant application. 4.District approves online. 5.TRF reviews for final approval.

32. District 1130 Rotary Foundation Seminar Global Grant Reporting Progress report submitted 12 months after funds received Every 12 months until project is complete Final report submitted within two months of project completion

33. October 2010 District 1130 Rotary Foundation Seminar Example Scenario 1 Proposal to purchase diesel van for African village to take produce to market. Supply from SA at cost of $35,000 Suitable /not suitable Type of Grant to be considered

34. October 2010 District 1130 Rotary Foundation Seminar Example Scenario 1 -response Proposal to purchase diesel van for African village to take produce to market. Supply from SA at cost of $35,000 not suitable – ? Sustainability – fuel, maintenance – No evidence of Rotary involvelment Type of Grant to be considered –N/a

35. October 2010 District 1130 Rotary Foundation Seminar Example Scenario 2 Rotary Club seeking support to assist after school club in deprived area with basic sports equipment. Budget £750, Rotarians to be on organising committee and to provide rota of supervisors to assist school staff Suitable /not suitable Type of Grant to be considered

36. October 2010 District 1130 Rotary Foundation Seminar Example Scenario 2 - response Rotary Club seeking support to assist after school club in deprived area with basic sports equipment. Budget £750, Rotarians to be on organising committee and to provide rota of supervisors to assist school staff Suitable – Rotarian involvement, – community need –Equipment will be available for large number of children for several years Type of Grant to be considered – District Grant £375 (approx $500) – Club contribution £375

37. October 2010 District 1130 Rotary Foundation Seminar Example Scenario 3 Rotary Club working with Rotary Club in South America to facilitate clean up of local river thereby reducing risk of waterborne diseases. Labour being provided by local villagers but need funds to purchase local products to create rubbish collection points (ie not thrown in river), toilet blocks and support educational programme – budget $60,000 Suitable /not suitable Type of Grant to be considered

38. October 2010 District 1130 Rotary Foundation Seminar Example Scenario 3 - response Rotary Club working with Rotary Club in South America to facilitate clean up of local river thereby reducing risk of waterborne diseases. Labour being provided by local villagers but need funds to purchase local products to create rubbish collection points (ie not thrown in river), toilet blocks and support educational programme – budget $45,000 Suitable Global Grant (assuming future vision) – D1130 Club(s) contribution$12,000 + $6000 – D **** Club contribution $ 1,000 + $500 – D1130 DDF $12,000 + $12,000 – D **** DDF$ 1,000 + $1,000

39. October 2010 District 1130 Rotary Foundation Seminar Fundraising and Recognition ALL Contributions (Gifts) - Rotarians and non-Rotarians – friends, family, organisations etc Foundation Recognition Points - Major Donors, Fellowships etc Donor Society Memberships - Arch C Klumph, Paul Harris, Bequest, etc

40. District 1130 Rotary Foundation Seminar The Rotary Foundation Unique The Rotary Foundation is your Charity Addresses the greatest needs worldwide World reach greater than the United Nations We can go where politicians and religious groups cannot Ensures Transparency and Accountability

41. District 1130 Rotary Foundation Seminar Annual Giving

42. District 1130 Rotary Foundation Seminar Contributes at least US$100 every year to the Annual Programs Fund Rotary Foundation Sustaining Member 2009-2010

43. District 1130 Rotary Foundation Seminar Giving ANNUAL PROGRAMS Fund –Sustaining Members, Major donors etc PERMANENT Fund –Benefactors, Bequest Society Members etc RESTRICTED Funds –Polio Plus, World Fund Programs etc

44. October 2010 District 1130 Rotary Foundation Seminar Thank you for your support!