1. D9650 District Training - Port Macquarie 3 May 2015
The Rotary Foundation
D9650 District Training - Port Macquarie
3 May 2015
PDG Ken Hall RDFC
PDG Jo Wilkin RDFC

2. 1. What is the Rotary Foundation & how does it work
OUTLINE
1. What is the Rotary Foundation & how does it work
2. Foundation Grants & how to apply
3. The role of the club Foundation Director
4. Ways to support the Foundation

3. 1. WHAT IS THE ROTARY FOUNDATION?
A not-for-profit corporation supported solely by voluntary contributions from Rotarians and friends of the Foundation who share its vision of a better world.
It makes possible Foundation grant funded projects that bring sustainable improvement to communities in need.

4. ‘Doing good in the world.’
MISSION
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.
‘Doing good in the world.’

5. Invested for three years
HOW DOES THE MONEY ‘WORK’?
Money donated
Invested for three years
Interest earned used for administration of the Fund
After 3 years, 50% returned to the District (DDF) and 50% goes into the World Fund
Permanent Fund - gifts, wills, invested in perpetuity. Ensures long term viability. Interest used (World Fund, Peace Program)
PolioPlus Fund

6. 5 % set aside from World Fund to be used if needed
CHANGES TO FUNDING MODEL STARTING JULY 2015
Recession - poor investment returns - doubts re long term viability to function effectively
5 % set aside from World Fund to be used if needed
5% of cash contributions for global grants set aside
Up to 10% of corporate gifts set aside
Foundation has fine record of financial stewardship & transparency

7. WHO RUNS THE FOUNDATION?
 The Board of Trustees (14 + Gen Sec) manages the business of the Foundation, led by the Trustee Chair ( PRIP Ray Klinginsmith)
  The Rotary International President-elect nominates the trustees, who are elected by the RI Board of Directors.
The trustee chair serves for one year and trustees serve for four years.

8. FOUNDATION TRUSTEES 2015-16 India PRIP India PRIP Scotland PRIP USA
PRIP Japan
FOUNDATION TRUSTEES
USA
USA
USA
Uganda
Spain
Turkey
Canada
Brazil
Korea
Gen Sec

9. Funded by PolioPlus Fund and DDF donations
Remains Rotary’s top priority as an NGO
,000 cases.
cases
India declared polio free March 2014
cases so far - (21 Pakistan, 1 Afghan.)
No cases in Nigeria for 6 Mths
No cases anywhere since 17 March! See the Global Eradication Initiative website for up-to-date numbers & information
Funded by PolioPlus Fund and DDF donations

10. Eradication Program not always easy:
On 20 April, four UNICEF colleagues were killed in the attack on a UN vehicle in Garowe, Somalia. Among them were two staff working in the Global Polio Eradication Initiative - delivering Polio, Routine Immunization and Communication programmes in Somalia. Payenda Gul had been a polio eradicator since 1999, working to protect children in Afghanistan, Nigeria and Somalia. Brenda Kyeyune had joined the team in 2014, working to
make sure communities are engaged
in polio eradication.

11. Funded by the World Fund
ROTARY PEACE FELLOWSHIPS
Enable people to
study a 2 year graduate degree in international relations, peace, and conflict resolution at one of 6 Rotary Peace Centres, one of which is the University of Queensland
60 / year OR
study a 6 month certificate in peace studies
50 / year
Funded by the World Fund

12. (Packaged Grants no longer used)
2. FOUNDATION GRANTS & HOW TO APPLY
District Grants
Global Grants
(Packaged Grants no longer used)

13. Need to be aligned with the Foundation’s mission
DISTRICT GRANTS
A block grant that enables clubs and districts to carry out activities in their own communities or elsewhere
Managed by the District - Rotary District Foundation Chair (JW), Rotary District Foundation Grants Chair (KH), District Governor (MS)
Need to be aligned with the Foundation’s mission
Can fund projects, VTT’s, scholarships, cultural exchanges, etc
Can use up to 50% of the DDF

14. Youth programs - RYLA, YEP, Interact
DISTRICT GRANTS - RECENT EXPANSION
Youth programs - RYLA, YEP, Interact
Activities primarily implemented by organisation other than Rotary
Rotary events for educational purposes eg grant management seminars
Construction (including low-cost shelters)

15. 15 clubs applied end of Oct
DISTRICT GRANT APPLICATIONS
15 clubs applied end of Oct
Applications totalled >$64,000 with US$33,494 available
Clubs that received grant previous year not eligible
10 clubs + continued scholarship $3,400 each.
Money forwarded March 2015 (2 yrs to complete)

16. Must have a budget of at least $30,000
GLOBAL GRANTS
Designed for large-scale humanitarian projects that have high impact and produce sustainable, measurable results
Must have a budget of at least $30,000
DDF money will be matched from the World Fund dollar for dollar, and other money (eg from club) 50c in the dollar
Must lie within one of the 6 areas of focus.

17. Disease prevention & treatment
AREAS OF FOCUS
Disease prevention & treatment
Peace & conflict resolution
Water & sanitation
Economic & community development
Maternal & child health
Basic education & literacy

18. 4 Applications so far - done online directly to TRF
GLOBAL GRANT APPLICATIONS
4 Applications so far - done online directly to TRF
Kirabati Water project - Coffs Harbour - submitted
Midwife nurse training & supply of equipment Nepal - Port Macquarie - awaiting authorisation
Mera (Nepal) Primary school sanitation project - solar showers - Pt Mac Sunrise
Toilets for girls at schools - India - Tamworth

19. GLOBAL GRANTS EXAMPLE - PORT MACQUARIE
Midwife nurse training and equipment supply in Nepal (Please note that the figures are not real!!)
Budget of $30, equipment $20,600; transport $1,400; Travel $3,500; Accom & Training $4,500
Club $ WF Match $2,000
DDF $12,000 WF Match $12,000
Total $30, See how much can be achieved with a club input of only $4000!

20. Can be funded by either District or Global grants
VOCATIONAL TRAINING TEAMS
A group of professionals travel to another country to learn or teach about their field - can be in either direction or in both.
Can be funded by either District or Global grants
Can vary in size, and in length of time
Very flexible - can include Rotarians as long as they are training and not learning

21. ‘SHARE’ FUNDING MODEL FOR D9650 2015-16 (all US$)
$126, contributed by D9650 clubs in
50%
To World fund
$63,452.57
50%
To D9650
$63,452.57
‘SHARE’
Trustees controlled
District controlled
World Fund
Other eg Permanent Fund
District
Designated Fund
(DDF)
Global
Grants
Max of 50%
For
District Grants
$31,726.28
Min of 50%
For
Global Grants
$31,726.28
With rollover, ~$100,000 available
When matched by World Fund this can become $200,000!!

22. D9650 GRANT FOUNDATION MANUAL 2014-15
Page 4:
Approval from the District Committee must be sought before Global grant project applications are started on the RI website
District website

23. CLUB QUALIFICATION PROCESS 2015-16
District website

24. Rotary Club of (drop down list)
CLUB QUALIFICATION PROCESS extract
Rotary Club of (drop down list)
Club member who attended PETS/DA/Foundation seminar
M of U read & understood
Financial plan completed
Designated bank acct
Two Rotarian signatories
Records will be stored at
Bank statements will be kept
District website

25. MEMORANDUM OF UNDERSTANDING
District website

26. Go to District website for full instructions if needed
ENTERING FOUNDATION GOALS ON NEW RI WEBSITE
Go to District website for full instructions if needed
District website

27. 3. ROLES & RESPONSIBILITIES OF FOUNDATION DIRECTOR
What is the role of the Foundation Director and committee in the club?
How can you help educate members about the Rotary Foundation?
How does your club set its Foundation giving goals?
What makes a goal effective?
How can you help your club meet those goals?
District website

28. Become a Centurion member:
4. WAYS TO SUPPORT THE FOUNDATION
Become a Centurion member:
Contribute US$100 per year
Tax deductible via Australian Rotary Foundation Trust
Bank transfer / Credit card deduction
Count towards PHF
District website

29. 2. Become a Sustaining Member
WAYS TO SUPPORT THE FOUNDATION
2. Become a Sustaining Member
Contribute more than US$100 per year
Make payment in the same way as a Centurion
District website

30. WAYS TO SUPPORT THE FOUNDATION
3. Paul Harris Fellow
Paul Harris Fellow recognition is given to an individual who contributes (or in whose name is contributed) US$1,000, or more cumulatively to the Annual Fund, Polio Plus or approved Foundation Grant
District website

31. 4. Multiple Paul Harris Fellow
WAYS TO SUPPORT THE FOUNDATION
4. Multiple Paul Harris Fellow
Multiple Paul Harris Fellow recognition is given at subsequent US$1,000 levels up to US$9,000. Recognition consists of a pin with stones corresponding to the recognition level. There are 5 levels of sapphire and 3 levels of ruby recognition.
District website

32. WAYS TO SUPPORT THE FOUNDATION
5. Paul Harris Society
The Paul Harris Society recognises those Rotarians and friends who personally contribute US$1,000 or more on an annual basis, to The Annual Fund, Polio Plus or approved Foundation grant. Contributions can be monthly, quarterly or annually.
District website

33. WAYS TO SUPPORT THE FOUNDATION
6. Major Donor
This recognition is for individuals or couples who have a combined personal contributions of US$10,000 or more. Donors receive a crystal recognition as well as a wearable recognition. There are four levels of recognition.
Level 1 – US$10,000 to US$24,999.99
Level 2 – US$25,000 to US$49,999.99
Level 3 - US$50,000 to US$99,999.99
Level 4 – US$100,000 to US$249,999.99
District website

34. DISTRICT GOALS FOR THE FOUNDATION 2015-16
To substantially increase individual contributions to the Rotary Foundation as follows:
Obtain through club and individual contributions a minimum of at least US $100 per member
25% of members contributing A $10 per month as Centurions.
25 Paul Harris Society Members contributing A$100 per month on an ongoing basis across the district
2 new major donors contributing A$12,000
100 benefactors making provision in their will to contribute US$1,000 or more
25 Bequest Society members making provision in their wills to contribute US$10,000 or more
District website

35. 2. To persuade the Rotarians in our district that:
DISTRICT GOALS FOR THE FOUNDATION
2. To persuade the Rotarians in our district that:
50% of donations to the Foundation come back directly to the control of our clubs and district
At least a further 25% and potentially more than the other 50% are available as grants from the world fund
The foundation is an excellent charity and deserves our support
Our clubs can work with Rotary clubs in Third World countries to make a real difference, leveraging the support available from the Rotary Foundation both at district and at international level.
District website

36. WHOLE Ppt is on District website
FINAL WORD
Encourage giving to the Foundation
Consider applying for a District Grant (by end of October)
How could you use a District Grant in your town? OR
How could your club undertake a major project using a Global Grant?
‘DOING GOOD IN THE WORLD’ in ?
WHOLE Ppt is on District website