1. 1 Be a gift to the world D1130 Foundation Assembly & Grant Management Seminar 27 th April 2015

2. 2 Be a gift to the world Welcome What will you be able to take away from this evening? Improved understanding of The Rotary Foundation Appreciation of how Foundation funding works Considerations for a District Grant Understand criteria for applying for Global Grants Principles of stewardship Safeguarding Foundation monies How to support The Rotary Foundation

3. 3 Be a gift to the world Agenda 1. Introduction 2.District Grants 3.Global Grants 4.Scholars 5. Stewardship 6. Funding Model 7. My Rotary 8. Contributions

4. 4 Be a gift to the world 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

5. 5 Be a gift to the world Our Rotary Foundation Is Unique The Rotary Foundation is your Charity Addresses the greatest needs World reach greater than the United Nations We can go where politicians and religious groups cannot

6. 6 Be a gift to the world The Foundation enables Rotary the world over to achieve amazing things More than any individual or Club can achieve alone

7. 7 Be a gift to the world TRF statistics Funding for projects involving UK Districts/Clubs > $7 million Funding for projects involving D1130/Clubs > $1 million

8. 8 Be a gift to the world TRF GETS TOP “4 STAR “ RATING

9. 9 Be a gift to the world Rotary Foundation District Grants £225 to £1,200 2014/15 in District 1130 Therapy benches at special needs clinic Educational Project in East London Help for Dementia support group in Lambeth Equipment for disabled riding school Sensory equipment for Special needs school Purchase wheel chair for disabled child Equipment for special needs school Bizweni Centre S Africa Meals & equipment for a year in 5 schools in Maribor, Slovenia Improve entrepreneurship in Zambia – training equipment for physiotherapist at centre in Bangladesh Repair of playground in Banjul School, Gambia

10. 10 Be a gift to the world Rotary Foundation Global Grants in progress Regeneration after Italian earthquake Support of orphanage to develop olive oil Application approved and monies released RC Paddington + international consortium Club funds +50%, DDF +100% Educational project on Mali Application approved and monies to be released RC Harrow + international consortium Club funds +50%, DDF +100%

11. 11 Be a gift to the world Supporting The Rotary Foundation Annual Fund For Support Today Permanent Fund To Secure Tomorrow PolioPlus Fund End Polio Now

12. 12 Be a gift to the world Thank you for your support!

13. 13 Be a gift to the world Rotary Foundation District Grants

14. 14 Be a gift to the world District Grants Single “block” grant awarded annually District must submit “spending plan” Local or international activities Activities align with TRF mission Local decision making with broader guidelines Smaller activities and projects

15. 15 Be a gift to the world District Grants Include active Rotarian participation Adhere to stewardship guidelines Demonstrate cultural sensitivity

16. 16 Be a gift to the world District Grants Applications 2015-16 Maximum monies available $18,000 (£12,000) Maximum a club can apply for £1,000 ($1,500) Each “Area” to submit application(s) by mid-September 1 x joint project with several (most) clubs or Several individual smaller proposals District creates shortlist to form “Spending Plan” District applies for Block Grant end of October Monies available by Christmas **

17. 17 Be a gift to the world Any Questions?

18. 18 Be a gift to the world Things to do next Talk to District Grant coordinator Plan ahead Get projects approved at Club Assembly Prepare supporting documentation for application Submit application asap after 1 st July 2015

19. 19 Be a gift to the world Rotary Foundation Global Grants

20. 20 Be a gift to the world Larger Grant Awards Minimum Global Grant $15,000 (appx £10,000) DDF attracts 100% grant Club contribution attracts 50% District 1130 will consider match up to 100% of Club contribution Effectively minimum value for Club project is $35,000 (appx £23,000)

21. 21 Be a gift to the world 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

22. 22 Be a gift to the world Global Grants Long-term projects Sustainable Support the areas of focus Larger grant awards World Fund match Host and international sponsors

23. 23 Be a gift to the world Host and International sponsors Host sponsor based in country of activity International sponsor Based outside country of activity NB Global Scholarship Host Sponsor support in country of study International Sponsor provide funding

24. 24 Be a gift to the world Basic Grant calculation World Fund Club10,0005,000 District 113010,000 20,00015,00035,000

25. 25 Be a gift to the world Basic Grant calculation World Fund Club10,0005,000 District 113010,000 20,00015,00035,000 $

26. 26 Be a gift to the world Basic Grant calculation World Fund Club6,5003,250 District (DDF)6,500 13,0009,75022,750 £ Subject to exchange rate

27. 27 Be a gift to the world Are Global Grants too BIG? World Fund 10 x Clubs @ 650 6,5003,250 District (DDF)6,500 13,0009,75022,750 £

28. 28 Be a gift to the world May 2014 Global Grant Reporting Progress report submitted 12 months after funds received Every 12 months until project is complete Final report submitted within 2 months of project completion Applies to all global grants

29. 29 Be a gift to the world Any Questions?

30. 30 Be a gift to the world Things to do next Talk to District Grant chairman Plan ahead Check compliance with “focus” Calculate project value Check status of “partner district” Consider availability of DDF

31. 31 Be a gift to the world Thank you for your support!

32. 32 Be a gift to the world Rotary Foundation Global Scholarships

33. 33 Be a gift to the world Rotary Foundation Global Grants Incoming Global Scholars Scholars adhere to all the principles required of Global Grants (Area of Focus etc.) London District/Club is the “Host” providing local support Sponsoring District is the “International District” providing the cash TRF reporting requirements are responsibility of all parties London has highest number of applications

34. 34 Be a gift to the world Rotary Foundation Global Grants Incoming Global Scholars Application process Approaches are not coordinated by TRF Instigated by scholars and or Districts Approaches through District Governor(s), District Officers, Club websites Personal contacts Refer enquiries to District Coordinator before proceeding

35. 35 Be a gift to the world Rotary Foundation Global Grants Incoming Global Scholars Who are our Scholars? Undergraduates here to study generally for an MA, MSc, PhD Chosen courses must comply with the areas of focus Mature adults in late 20s from all corners of the world – most applications from USA and Japan Most have experience working or volunteering in their chosen area Many go on to positions of influence

36. 36 Be a gift to the world Positions of Influence Reva is Senior Research Coordinator at John Hopkins Bloomberg school of Public Health in Baltimore. Unur recently accompanied MPs from Mongolia to act as interpreter at meetings in Seoul. Sean is an International Law Associate dealing with trade and litigation. Nicole is working as an Associate Health Economist Clark is an Intelligence Officer in the US Army Kate is working in the government HQ in Canberra Yoonjin is teaching college students in her home area in South Korea and works as a volunteer in a poor community. Just a few that we know about

37. 37 Be a gift to the world Rotary Foundation Global Grants Hosting Incoming Global Scholars Participating Host Club must have signed MoU to be eligible must nominate a host team of three members with Primary Contact usually being the counsellor should keep Scholars Coordinator informed of progress, problems and scholar’s participation with the club Guidance for Host Counsellor is included in the pack

38. 38 Be a gift to the world Any Questions?

39. 39 Be a gift to the world Thank you for your support!

40. 40 Be a gift to the world Stewardship

41. 41 Be a gift to the world District Governor District Governor-elect District Rotary Foundation committee chair District Rotary Foundation subcommittee chairs Decisions Allocate maximum 50% DDF to District Grants Use DDF to support Club initiated Global Grants Who is involved in planning?

42. 42 Be a gift to the world Stewardship Stewardship is the responsible management and oversight of grant funds, which ensures that funds are used properly and benefit populations in need.

43. 43 Be a gift to the world Stewardship Practices Have Rotarians supervise project Implement projects as approved Follow standard business practice Report irregularities Submit reports Retain documents

44. 44 Be a gift to the world Qualification Qualification provides clubs with financial and stewardship controls for meeting Foundation requirements and managing grant-funded activities. Under the new grant model, clubs need to qualify before applying for grants.

45. 45 Be a gift to the world Qualification Requirements Annual Requirement A Club representative attends the District grant management seminar Club President & President Elect read, sign, and submit club MOU to the district

46. 46 Be a gift to the world Club Memorandum of Understanding The club MOU is a binding agreement between the club and its District, outlining Foundation requirements. By signing the MOU, the club agrees to comply with the requirements.

47. 47 Be a gift to the world Key Components Succession Planning Accounting and project teams Financial Management Accounts, income receipts, expenditure receipts Keep records Reporting misuse

48. 48 Be a gift to the world Planning Grant Applications Whether you are considering a Global Grant application or District Grant application, forward planning is essential The Rotary Foundation procedures are proactive not reactive.

49. 49 Be a gift to the world Sustainable Project impact continues after funding is used Multiple levels of sustainability Use of local resources Respect natural resources

50. 50 Be a gift to the world Sustainable Reach the most beneficiaries Introduce new methods in professional fields Prepare professionals to increase impact Use input and skills of grassroots groups Project continues after initial Rotary initiative

51. 51 Be a gift to the world Measurable Outcomes Undertake a needs assessment before you start Put a plan in place before implementation Establish baseline data Determine quantitative and qualitative measures

52. 52 Be a gift to the world Questions?

53. 53 Be a gift to the world Things to do next Take Memorandum of Understanding form Get signed and return to Grant Chairman Qualified to take part in Foundation programmes Carefully plan future projects

54. 54 Be a gift to the world Thank you for your support!

55. 55 Be a gift to the world May 2014 Member Access

56. 56 Be a gift to the world Name as RI database Email address to match RI database Club Secretary RI membership number Emailed confirmation Ready to input password

57. 57 Be a gift to the world

58. 58 Be a gift to the world

59. 59 Be a gift to the world Questions?

60. 60 Be a gift to the world Thank you for your support!

61. 61 Be a gift to the world Funding Model

62. 62 Be a gift to the world TRF GETS TOP “4 STAR “ RATING

63. 63 Be a gift to the world Administration costs Existing Annual Fund Investment Income Endowment Fund Spendable Income Any shortfall from World Fund From July 2015 Annual Fund Investment Income Endowment Fund Spendable Income 5% of cash contributions for Global Grants Reserve of 5% Annual Fund contributions from World Fund

64. 64 Be a gift to the world SHARE System $75,000 Annual Programs Fund 2012-132013-142014-152015-16 Funds raised and invested Funds used Funds invested Funds invested $37,500 DDF & $37,500 World Fund

65. 65 Be a gift to the world SHARE System Unused DDF rolls forward to the next year; districts notified in August 2015-16 2011-12 2012-13 2013-14 2014-15 Unused DDF is calculated; districts notified in May Funds Raised Funds Spent

66. 66 Be a gift to the world

67. 67 Be a gift to the world

68. 68 Be a gift to the world Any Questions?

69. 69 Be a gift to the world Thank you for your support!

70. 70 Be a gift to the world Contributions and Recognition

71. 71 Be a gift to the world Target 100% Member Participation Annual Fund

72. 72 Be a gift to the world Contributes at least US$100 every year to the Annual Fund £70 per annum £17.50 per quarter £6 per month Rotary Foundation Sustaining Member 2012-2013

73. 73 Be a gift to the world Paul Harris Society Members contribute $1,000 per annum £720 pa £60 pm £2 per day

74. 74 Be a gift to the world Benefactors Make provision in your will for a donation to The Rotary Foundation Dependent on your personal tax position it may not diminish the residual amount to your beneficiaries Take a leaflet

75. 75 Be a gift to the world Significant contributions Paul Harris fellow Paul Harris Society Benefactor Bequest Society

76. 76 Be a gift to the world ERIC : E very R otarians I ndividual C ontribution www.rotarygbi.org

77. 77 Be a gift to the world Any Questions?

78. 78 Be a gift to the world Things to do next Talk to Club about contributions to support Foundation Sign up to be a Sustaining Member Promote sustaining membership to colleagues Have you signed up? - lead by example

79. 79 Be a gift to the world Thank you for your support!

80. 80 Be a gift to the world