1. Understanding The Rotary Foundation Basic Overview Programs The Rotary Foundation of Rotary InternationalDISTRICT 7610 – FOUNDATION SEMINAR

2. Regional Rotary Foundation Coordinator Assigned three main responsibilities –Promote financial support for TRF –Promote programs support for TRF –Train Rotarians about TRF The Rotary Foundation of Rotary InternationalDISTRICT 7610 FOUNDATION SEMINAR District 7610

3. Regional Rotary Foundation Coordinator The Rotary Foundation of Rotary InternationalDISTRICT 7610 FOUNDATION SEMINAR Is available: to answer Foundation-related question to help you in creating a Foundation seminar to serve as a speaker at any Foundation function to provide Foundation-related information

4. Regional Rotary Foundation Coordinator The Rotary Foundation of Rotary InternationalDISTRICT 7610 FOUNDATION SEMINAR Your Rotary Foundation Resource

5. The Rotary Foundation of Rotary InternationalDISTRICT 7610 FOUNDATION SEMINAR Mission Statement Approved June 2006 The Mission of The Rotary Foundation of Rotary International is to enable Rotarians to advance world understanding, goodwill and peace through the improvement of health, the support of education and alleviation of poverty.

6. The Rotary Foundation of Rotary InternationalDISTRICT 7610 FOUNDATION SEMINAR Mission Statement Our Motto: “Doing good in the world.”

7. The Rotary Foundation of Rotary InternationalDISTRICT 7610 FOUNDATION SEMINAR TRF Programs Educational Humanitarian PolioPlus

8. The Rotary Foundation of Rotary InternationalDISTRICT 7610 FOUNDATION SEMINAR Educational Programs Ambassadorial Scholarships Group Study Exchange Rotary Centers for International Studies in Peace and Conflict Resolution Rotary Grants for University TeachersRotary Peace and Conflict Studies program (at Chulalongkorn University, Thailand)

9. Ambassadorial Scholarships Academic-Year –9 months full-time study For Students to study abroad and serve as Ambassadors of good will The Rotary Foundation of Rotary InternationalDISTRICT 7610 FOUNDATION SEMINAR

10. The Rotary Foundation of Rotary InternationalDISTRICT 7610 FOUNDATION SEMINAR Group Study Exchange Teams spend 4 to 6 weeks abroad Districts can send teams every other year using World Fund awards Variations include: Single-Vocation teams, Cultural teams, Humanitarian GSEs The international exchange of young non- Rotarian professionals

11. The Rotary Foundation of Rotary InternationalDISTRICT 7610 FOUNDATION SEMINAR Rotary Centers Focus on peace and conflict issues Advance knowledge and world understanding among potential world leaders Promote greater tolerance and cooperation among peoples Master’s degree program in fields related to peace studies and conflict resolution

12. Peace and Conflict Studies Program For middle and upper-level managers in government, non-governmental organizations, and private corporations 3-month program 30 students per session Peace studies, conflict resolution and mediation training at Chulalongkorn University, Thailand The Rotary Foundation of Rotary InternationalDISTRICT 7610 FOUNDATION SEMINAR

13. Grants for University Teachers (eliminated for 2010-2011) Provides expertise not readily available in a particular area 3 to 5 month & 6 to 10-month programs Funded by DDF The Rotary Foundation of Rotary InternationalDISTRICT 7610 FOUNDATION SEMINAR To strengthen higher education in low- income countries

14. The Rotary Foundation of Rotary InternationalDISTRICT 7610 FOUNDATION SEMINAR Educational Programs Recent Changes Beginning with 2009-10 year, awards for Ambassadorial scholarships will be a flat grant of: US$23,000 for Academic-Year scholarships

15. The Rotary Foundation of Rotary InternationalDISTRICT 7610 FOUNDATION SEMINAR Humanitarian Programs Matching Grants District Simplified Grants Health, Hunger, and Humanity Grants (3-H) (application restricted)

16. The Rotary Foundation of Rotary InternationalDISTRICT 7610 FOUNDATION SEMINAR Matching Grants Foundation match from World Fund –US $0.50 match for every US $1 cash contribution –US $1 match for every US $1 DDF (SHARE) contribution Applications accepted 1 July – 31 March To assist Rotary clubs and districts in carrying out humanitarian projects

17. The Rotary Foundation of Rotary InternationalDISTRICT 7610 FOUNDATION SEMINAR Matching Grants Two grant types –Matching Grants: US $5,000 - $25,000 –Competitive Matching Grants US $25,001 - $150,000 To assist Rotary clubs and districts in carrying out humanitarian projects

18. The Rotary Foundation of Rotary InternationalDISTRICT 7610 FOUNDATION SEMINAR Matching Grants Projects must involve active Rotarian participation Grants must address humanitarian need All grants must adhere to Terms and Conditions of Matching Grants Awards Reports due every 12 months General Guidelines

19. The Rotary Foundation of Rotary InternationalDISTRICT 7610 FOUNDATION SEMINAR District Simplified Grants One grant per year per district (can be used for multiple projects) Use 20 % maximum DDF from 3 years prior For local or international use Reports due every 12 months Requests accepted 1 July – 31 March in Rotary Year prior to implementation of projects To support service projects in the local community or internationally

20. The Rotary Foundation of Rotary InternationalDISTRICT 7610 FOUNDATION SEMINAR What is DDF? District Designated Fund 50% of district’s total Annual Program Funds raised three years earlier Available for district use

21. The Rotary Foundation of Rotary InternationalDISTRICT 7610 FOUNDATION SEMINAR What is the World Fund? 50% of district’s total Annual Program Funds raised three years earlier Used for Rotary’s match in Matching Grants, Individual Grants (currently in moratorium) and to send Group Study Exchange teams

22. The Rotary Foundation of Rotary InternationalDISTRICT 7610 FOUNDATION SEMINAR Volunteer Service Grants To support travel to plan and provide direct service Available to qualified Rotarians and spouses of Rotarians Flat grant award –US$3,000 per individual or US$6,000 for a team of up to 5 members Applications received 3 months prior to departure and approved 2 months prior to departure Eliminated for 2010-2011

23. The Rotary Foundation of Rotary InternationalDISTRICT 7610 FOUNDATION SEMINAR Volunteer Service Grants Eligibility for traveler(s) based on: –Defined community need –Need that can be met by skills and experience of the traveler's) –Skills and experience not available locally Eliminated for 2010-2011

24. The Rotary Foundation of Rotary InternationalDISTRICT 7610 FOUNDATION SEMINAR District Simplified Grants Grants over $25,000: payment made in installments based upon spending plan Districts must provide progress reports delineating the expenditures before additional installments are made. Important Criteria

25. The Rotary Foundation of Rotary InternationalDISTRICT 7610 FOUNDATION SEMINAR 3-H Grants Projects must be self-sustaining (after funds are spent) Sponsors have successfully worked together on a Matching Grant Sponsors provide minimum of 10% of award Funds integrated long-term self-help, grassroots development projects

26. The Rotary Foundation of Rotary InternationalDISTRICT 7610 FOUNDATION SEMINARPolioPlus 20 years of Rotarians’ effort With 20 million volunteers In 200 countries Immunizing 2 billion children To protect children worldwide from the cruel and fatal consequences of polio

27. The Rotary Foundation of Rotary InternationalDISTRICT 7610 FOUNDATION SEMINAR Global Eradication Initiative A public-private partnership led by: World Health Organization (WHO) Rotary International Centers for Disease Control and Prevention (CDC) United Nations Children’s Fund (UNICEF)

28. The Rotary Foundation of Rotary InternationalDISTRICT 7610 FOUNDATION SEMINAR Progress June 2008- June 2009 2 new polio vaccines developed, licensed & used. 2 countries removed from list of endemic areas. 15 countries removed from list of re-infected areas. ….. only 4 countries remain endemic.

29. The Rotary Foundation of Rotary InternationalDISTRICT 7610 FOUNDATION SEMINAR Polio Endemic Countries 2009 4 endemic countries, the lowest in history

30. The Rotary Foundation of Rotary InternationalDISTRICT 7610 FOUNDATION SEMINARPolioPlus What Can Rotarians Do? –Support a PolioPlus Partners Project –Highlight publicly the role of Rotary in the global eradication initiative –Schedule a club program on PolioPlus

31. The Rotary Foundation of Rotary InternationalDISTRICT 7610 FOUNDATION SEMINARResources District Foundation Chair, AFC The RI website, www.rotary.org The staff at The Rotary Foundation

32. Understanding The Rotary Foundation Questions? The Rotary Foundation of Rotary InternationalDISTRICT 7610 FOUNDATION SEMINAR Programs

34. Understanding The Rotary Foundation Basic Overview Fund Development / SHARE The Rotary Foundation of Rotary InternationalDISTRICT 7610 FOUNDATION SEMINAR

35. The Rotary Foundation of Rotary InternationalDISTRICT 7610 FOUNDATION SEMINAR Fundraising for The Rotary Foundation Contributions support the programs of The Rotary Foundation and are vital to the success of our organization to do good in the world Contributions support the programs of The Rotary Foundation and are vital to the success of our organization to do good in the world

36. The Rotary Foundation of Rotary InternationalDISTRICT 7610 FOUNDATION SEMINAR Annual Programs Fund Supports Foundation programs Vital to the Foundation’s role today Contributions earn Paul Harris Fellow Recognition Contributions support Every Rotarian, Every Year initiative

37. The Rotary Foundation of Rotary InternationalDISTRICT 7610 FOUNDATION SEMINAR Permanent Fund Contributions support long-term sustainability of our Foundation Funds invested, the corpus is never spent Supports Foundation programs Contributors include Benefactor and Bequest Society members Key to Foundation’s role in the future

38. The Rotary Foundation of Rotary InternationalDISTRICT 7610 FOUNDATION SEMINAR Establish Fundraising Goals In order to reach the Annual Programs Goal encourage clubs to set their club goals higher than last year Annual Programs Fund goal for 2009-10 US $120 million – or US$100 per capita

39. The Rotary Foundation of Rotary InternationalDISTRICT 7610 FOUNDATION SEMINAR Goal Setting Discuss club goals with incoming club presidents early (before PETS) Encourage clubs to set their club goals higher than previous year Collect Club Goal Forms during PETS Monitor clubs’ progress toward their goals Added benefit: Identifies future district leaders

40. The Rotary Foundation of Rotary InternationalDISTRICT 7610 FOUNDATION SEMINAR Fundraising Tips Lead by example – make your leadership gift at the beginning of the Rotary year Encourage clubs to support TRF during club visits Urge clubs to participate in at least one TRF- supported project a year Establish or increase participation in Paul Harris Society

41. The Rotary Foundation of Rotary InternationalDISTRICT 7610 FOUNDATION SEMINAR Your Support Team Work with your Zone team! Communicate regularly with Foundation Staff and Zone leaders

42. The Rotary Foundation of Rotary InternationalDISTRICT 7610 FOUNDATION SEMINAR Member Access View Membership Data View own personal contribution history Search Official Directory Manage E-mail Subscriptions View Club Recognition Summaries View Monthly Contribution Reports Contribute to TRF

43. The Rotary Foundation of Rotary InternationalDISTRICT 7610 FOUNDATION SEMINAR Understanding SHARE What does it do? SHARE transforms TRF contributions into Ambassadorial Scholarships, Matching Grants projects, Group Study Exchanges and more.

44. The Rotary Foundation of Rotary InternationalDISTRICT 7610 FOUNDATION SEMINARSHARE The 3-Year Cycle TRF uses the earnings from SHARE’s 3-year investment cycle to pay for administration and fund development The three-year cycle gives districts time for program planning and participant selection TRF operates on a unique funding cycle, using contributions for program activities three years after they are collected

45. The Rotary Foundation of Rotary InternationalDISTRICT 7610 FOUNDATION SEMINAR What is DDF? District Designated Fund 50% of district’s total Annual Program Funds raised three years earlier Available for district use

46. The Rotary Foundation of Rotary InternationalDISTRICT 7610 FOUNDATION SEMINAR What is the World Fund? 50% of district’s total Annual Program Funds raised three years earlier Used for Rotary’s match in Matching Grants, Volunteer Service Grants and to send out Group Study Exchange teams

47. The Rotary Foundation of Rotary InternationalDISTRICT 7610 FOUNDATION SEMINARSHARE 2009-102010-112011-122012-13 Funds Raised Funds available for planning decisions 1 March: Donate scholarship 1 Oct. Scholars application due 1 Oct. Extra GSE application Funds used for Foundation programs 31 March: DSG requests due How it works

48. The Rotary Foundation of Rotary InternationalDISTRICT 7610 FOUNDATION SEMINARSHARE How it works Unused DDF transferred to next year (Districts notified in August) 2013-142009-10 Donations by 30 June Invested for 3 Years DDF used 1 July 2010-112011-12 1 July 2012-13

49. The Rotary Foundation of Rotary InternationalDISTRICT 7610 FOUNDATION SEMINAR SHARE Planning DRFC Chair –Signature required for DDF use –Works with District Rotary Foundation Committee to plan DDF use –Serves 3-year term District Governor –Provides leadership and direction to DRFC Chair and all subcommittees Who is Involved in SHARE Planning:

50. The Rotary Foundation of Rotary InternationalDISTRICT 7610 FOUNDATION SEMINAR District Team District Governor District Rotary Foundation Committee Chair, AFC District Rotary Foundation Subcommittee Chairs District Governor-Elect Other knowledgeable Rotarians

51. The Rotary Foundation of Rotary InternationalDISTRICT 7610 FOUNDATION SEMINAR Regional Concerns Economic Downturn Requested “Polio Plus” contribution by Districts (D7610 - $104,000) Moratorium on several Educational and Humanitarian programs of TRF Initiation of “every other year” funding of GSE for Districts.

52. The Rotary Foundation of Rotary InternationalDISTRICT 7610 FOUNDATION SEMINARResources The District Foundation Chair, AFC The RI website, www.Rotary.org The staff at The Rotary Foundation

53. Understanding The Rotary Foundation Questions? The Rotary Foundation of Rotary InternationalDISTRICT 7610 FOUNDATION SEMINAR Fund Development / SHARE