1. The Rotary Foundation 2015-16 D9650 District Training - Gunnedah 24 May 2015 PDG Ken Hall RDFC 2014-15 PDG Jo Wilkin RDFC 2015-16

2. 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 5. Patterns of giving & usage 6. Presidential Citation & the Foundation 7. District Goals & 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. 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. HISTORY 1917 - President Arch C Klumph proposed setting up an endowment First contribution of $26.50 came from the RC of Kansas City 1929 - first gift US$6,700 to National Society for Crippled Children The 1916-17 Board of Directors. Top : F.W. Galbraith Jr., E. Leslie Pidgeon, Chesley R. Perry, Guy Gundaker. Bottom : Arch C. Klumph, Allen D. Albert.

6. HISTORY 1947 - Death of Paul Harris Outpouring of donations - PH Memorial Fund 1948 - grants to 18 fellows to study overseas - Ambassadorial scholarship 1965 - Group Study Exchange 1979 - Pres Clem Renouf - program to immunise 6 million Philippino children against polio - Health, Hunger & Humanity 1985 - Polio Fund

7. 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

8. 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

9. WHO MANAGES THE FOUNDATION? The Board of Trustees (14 + Gen Sec) manages the business of the Foundation, led by the Trustee Chair (2015-16 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.

10. PRIP IndiaPRIP USA PRIP Scotland USA PRIP Japan Gen Sec Brazil USA Canada Uganda India USASpain Korea Turkey FOUNDATION TRUSTEES 2015-16

11. WHO MANAGES THE FOUNDATION IN AUSTRALIA? Manager PDG Bruce Allen Fund developer Mark Anderson Administration - Krissy Aure-Canson

12. Zone 7A RRFC Joanne Schilling EMGA Ross Forgione RRFC Joanne Schilling EMGA Ross Forgione Zone 8 Part Zone 8 Part Zone 7b Part 8 Zone 7b Part 8 RRFC Mac Hermoso EMGA Raffy Garcia RRFC Mac Hermoso EMGA Raffy Garcia RRFC Monica Saville (John Barnes 2015-16) EMGA Jim Studebaker RRFC Monica Saville (John Barnes 2015-16) EMGA Jim Studebaker FOUNDATION VOLUNTEER TEAM

13. Joanne Schilling Regional Rotary Foundation Chair Ross Forgione Endowment / Major Gift Advisor FOUNDATION VOLUNTEER TEAM These two are on the Board of the Australian Rotary Foundation Trust, along with 9 others

14. POLIOPLUS Remains Rotary’s top priority as an NGO 1985 - 350,000 cases. 2013 - 399 cases India declared polio free March 2014 2014 - 411 2015 - 23 cases so far - (22 Pakistan, 1 Afghan.) No cases in Nigeria for 6 Mths No cases anywhere since 29 March! See the Global Eradication Initiative website for up-to- date numbers & information Funded by PolioPlus Fund and DDF donations

15. 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. Eradication Program not always easy:

16. 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

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

18. 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

19. 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)

20. Recipient CountriesAreas of Focus DISTRICT GRANTS 2013-14 BY RECIPIENT COUNTRY & AREA OF FOCUS Australia36% France 11% PNG 9% Samoa 11% USA12% Vanuatu14% Zimbabwe 7% Health14% Education34% Community Devt9% Travel12% Water31% 14 Grants for the year

21. Recipient CountriesAreas of Focus DISTRICT GRANTS 2014-15 BY RECIPIENT COUNTRY & AREA OF FOCUS Australia 75% France 8.33% PNG 8.33% Samoa 8.33% Community Devt63% Health18% Education10% Food & Ag10% 11 Grants for the year

22. DISTRICT GRANT APPLICATIONS 2014-15 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)

23. 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.

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

25. GLOBAL GRANT APPLICATIONS 2014-15 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

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

27. 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

28. FUNDING MODEL FOR D9650 2015-16 (all US$) $126,905.14 contributed by D9650 clubs in 2012-13 50% To D9650 $63,452.57 50% To World fund $63,452.57 District controlled Trustees controlled District Designated Fund (DDF) World Fund Other eg Permanent Fund Max of 50% For District Grants $31,726.28 Min of 50% For Global Grants $31,726.28 Global Grants ‘SHARE ’ With rollover, $98,000 available When matched by World Fund this can become $196,000!!

29. 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

30. CLUB QUALIFICATION PROCESS 2015-16 District website

31. CLUB QUALIFICATION PROCESS 2015-16... 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

32. MEMORANDUM OF UNDERSTANDING District website

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

34. 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

35. 4. WAYS TO SUPPORT THE FOUNDATION 1. 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

36. 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

37. 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

38. 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

39. 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

40. 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

41. 48% of Rotarians Contributing43% of Rotarians Contributing21% of Rotarians Contributing7% of Rotarians Contributing 5. PATTERNS OF GIVING & USAGE PERSONAL GIVING v. OTHER GIVING BY COUNTRY

42. ZONE 8 AUSTRALIA PATTERN OF GIVING

43. Global Grants 859$52.4m 3,387 Clubs District Grants 492$23.3m 8,102 Clubs Packaged Grants 18$0.5m Polio 81 $128.95m HOW THE MONEY WAS USED WORLD-WIDE IN 2013-14

44. GLOBAL GRANTS WORLD-WIDE BY AREA OF FOCUS Peace and Conflict Prevention/Resolution – 66 Grants Disease Prevention and Treat. – 265 Grants Water and Sanitation – 189 Grants Maternal and Child Health – 69 Grants Basic Education and Literacy – 121 Grants Economic and Community Development – 149 Grants

45. 6. PRESIDENTIAL CITATION

46. NON-GIVING CLUBS

47. PER CAPITA GIVING

48. Clubs with Paul Harris Society Members Inverell Port Macquarie west Taree on Manning Wauchope PERSONAL DONORS COMPARED WITH MEMBERSHIP

49. MEMBERSHIP BY RECOGNITION IN D9650

50. 7. DISTRICT GOALS FOR THE FOUNDATION 2015-16 1.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

51. DISTRICT GOALS FOR THE FOUNDATION 2015-16 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

52. 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 2015-16? WHOLE Ppt is on District website