The Rotary Foundation (TRF) 101

To enable Rotarians to advance world understanding,

goodwill, and peace through the improvement of health,

the support of education, and the alleviation of poverty

Rotary Foundation Mission

What the Rotary Foundation is NOT History Bang for your Buck! (What $100 a year buys

you) 6 Areas of Focus Follow the money Grants District 7430 Grant process A few Morning Star Projects Wrap up

Agenda

• The Rotary Foundation has nothing to do with the OPERATING Budget of our Club, or your dues

• And usually has nothing to do with the Charitable Budget of our Club

• For the most part, Foundation is INDIVIDUAL Donations that are ENCOURAGED by the CLUBS.

What the Foundation is NOT

• First Rotary meetingFeb 23, 1905 in Chicago with Paul Harris and 3 others.

• The IDEA of the Foundation1917 by Arch Klumph (RI president at that time)Wanted to start an endowment

By 1923 the Foundation had only $700 By 1927 it was up to $50,000

• First Donation in 1929: For Society for Crippled Children for $500

• Concept of EREY Started in 1942 with a $5

donation

A Little History …

• World War II limited donations to and focus on the Foundation• Afterwards, the focus was still mostly on fellowship and relief for

Rotarians affected by the war• Paul Harris died in 1947, and donations were made in his name

– By 1948, contributions exceed $1.7 mn• Study fellowships to students from 12 countries• $15,000 to war relief assistance to 150 families

– By 1954 - $3.5 mn and new contributions – By 1955, Rotary’s 50th anniversary, new contributions reach $500,000– 1957 – “Paul Harris Fellow” award announced:

One who contributes $1,000 to the Foundation– 1968: “Sustaining Member” is one who gives $100/year– By 1995 there were 500,000 Paul Harris Fellows

A Little (more) History …

The Foundation is the financial “engine” that makes Rotary work. It includes:

1. Service Opportunities2. Humanitarian Projects (in the 6 Areas of Focus)

3. Scholarships4. Vocational Programs

AND Polio Eradication!

Bang for your $Buck - $100 a year buys …

• Peace and Conflict Prevention/Resolution • Disease Prevention and Treatment • Water and Sanitation • Maternal and Child Health • Basic Education and Literacy • Economic and Community Development

AREAS OF FOCUS (funded by GRANTS)

Follow the Money

Disbursements

The Rotary Foundation

Income

Annual FundUsed in 3 Yrs.

District Designated Fund (DDF) 50% 3rd Yr APF

Restricted Polio, Donor Advised, Memorials, Disaster Recovery

Endowment Only earnings are spent on programs

Benefactor$1,000 pledge Endowment

Bequest Society$10,000 pledge

Major Donor$10,000+ cash

Arch Klumph Society$250,000+

SustainingMember$100/yr.

EREYup to $100/year

Paul Harris Fellow$1,000 total

Paul Harris Society$1,000/yr. to APF or Polio

$$ Support $$Individual Rotarians, Clubs, Districts, Corporate Matching Gifts, Other Foundations, Trusts, Insurance, Estate Plans, and Friends

$$ Beneficiaries $$ Intl Partners, Scholars, Communities, Families, Children

World Fund (General) 50%

• Global GrantsMatch

• Peace Centers

• District Grants up to 50% of DDF

• Global Grants

• Polio

• Other Districts• Peace Centers

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• Morning Star Rotary Club:– Our Foundation and District Grant Committees

shepherd grant applications thru the process.– Any club member can submit and champion an idea

for a District Grant or World Grant!• District 7430:

– District Governor, Governor Elect, Rotary Foundation Chair and Subcommittee Chairs.

– Review grants submitted by clubs annually and decide which ones to fund at the District level

Who makes the decisions?

• Categories– Grant up to $1,500 (for these, $22K reserved each RY)

– Grant >$1,500 (bigger multi-Club/partners/committee projects)

– International projects with budget up to $30,000

• Examples– Local community projects– Scholarships– Travel for humanitarian projects– Vocational Training Exchanges– Int’l Medical Missions– Disaster Recovery

District Grants in District 7430

• Must be Qualified

– Complete Grant Training

– Sign Memo of Understanding (obligates the ENTIRE club)

• Club Support of Rotary Foundation

• Within Areas of Focus

• Within funding ranges

• Meet other TRF criteria (no bldg., etc.)

District 7430 - Grant Requirements

• Submit Proposal to District Grant Committee (Online)

• Grant Committee Review & Project Selection

• Club Project Approval by District … (Don’t start yet!)

• District submits Spending Plan to RI … (No, not yet!)

• TRF approves Spending Plan … (NOW you can start!)

• TRF Funds arrive in District after July 1st

District 7430 - Grant Application Process

• Club TRAINING

• Club Memos of Understanding

• Club/Individual Qualification/Updates

• Track disbursements

• Accept & Store Reports/Records/Receipts for 5 yrs.

• Separate bank account to receive DG funds from TRF before disbursement to clubs/projects.

• Financial review of each project

• Annual financial review of the DG disbursements

District Stewardship

• Grant Management Manual• Areas of Focus• Club Qualification – How To; FAQ; Worksheet• TRF Grant Memo of Understanding • TRF Grants Application & Information• TRF Grant Terms & Conditions• Rotary Learning Center• Contact.Center@rotary.org 866-9Rotary

Resources – see www.Rotary.org

• Tom Hartzell

Morning Star’s Rotary Foundation Genius!

• Mike McCarthy

District 7430 Foundation Chair:

mccarthy_misty03@comcast.net

• Rotary District 7430 website

www.rotarydistrict7430.org

Resources – Club and District

ANNUAL PROGRAMS FUND

50% 50%

District Designated Fund

World Fund

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Global GrantsDistrict Grants

Other(Cash, DAF,

Permanent Fund)

50% (max) 50% (min)

Each year you put in $100 to the Annual Fund, the funds are distributed 3 years later

Distributable Funds – “Use is or Lose it!”

GRANTS2 Types:

District Grants

Global Grants

Global Grants

District Grants

Club- and District-developed

NO World Fund Match

Global Grants

Club- and District-developed

World Fund Match

TRF stands for THE ROTARY FOUNDATION

Rotary Peace Centers and PolioPlus

TRF Grants at a Glance

A Commercial Break for ... Definitions

• DDF - District Designated Funds: Held by The Rotary Foundation for use by our district. Each year the district has DDF equal to 50% of the contributions district clubs and Rotarians made to the Annual Fund three years previously

• Sustainable: Recipient has to be able to maintain the project

(For example, if it’s a water well, they have to be able to fix it with local resources)

• District Grants (DG) are a tool Rotary districts use to support short-term, humanitarian projects that benefit the community

• Funded through a portion of District Designated Funds (DDF) to support projects locally or internationally

• Smaller projects, many are $1,000 – $5,000.

District Grants

• Matches contributions raised by Rotary clubs and districts for international service projects involving Rotary clubs from two or more countries

• Over $500 M spent on such international grants to date

• Now $30,000 or larger• Sustainability is key!

Global Grants

District Grants Global Grants

Funding Up to 50% of DDF.Projects are small, often $1K to $5K.(May be more if multiple clubs participate.)

Minimum award of $15K from World Fund which must be matched.Project must total at least $30K.

Types of Projects Local or global within the 6 areas of focus

High impact projects with at least 1 area of focus. Must involved an international partnership

Duration Relatively short term (often within the Rotary year)

Long-term, sustainable

TRF Grant Comparison

• Since 1947 Rotary Foundation funded scholarships have furthered international understanding

• Has been one of the world's largest private international scholarship programs

• 60,000 scholars from 110 countries have served as ambassadors of goodwill

• Now Global Grants will fund such scholarships in six areas of focus

Scholarships

Morning Star Projects & Giving

$7,086 Total 2013-14 FY• Checks• Added to Dues check• $2 Per Week• Online direct to bank

account

The Rotary Foundation (TRF) Annual Fund

2016-17 FY

$3,543 toDistrict 7430

• $3,543 From TRF to Global Grants*, Peace CentersUp to $1,771 to

District Grants

The balance from District to Global Grants

* TRF matches 100% of District and 50% of club contributes to Global Grants

2013-14 FYFor 3 years, the funds are held by TRF, and earnings cover admin expenses

Morning Star 2013-14 Donations

• 2014-15 MOM-n-PA Dental Clinic – joint with 2 other clubs - $12,000, $3,000 from clubs, $7,500 matching DG)

• 2013-14 Peru Water Filters - joint for a Global Grant (5 clubs - $18,000 + matching dollars – total $39,400)!

• 2012-13 Hogar Crea Garden - $3,000

• Previously: 2 Group Study Exchange trips led by Morning Star Rotarians – Bill Jahn and Gordon Sommers

Morning Star Rotary Foundation Projects

• $2 a week (or more or less) as you arrive at the meeting

• Check payable to The Rotary Foundation – give to Tom Hartzell. Any amount that you are comfortable donating is helpful!

• Online, monthly or quarterly withdrawal – see RI website for this - minimum is $10.

Paul Harris Sustaining = $100 per yearEREY = Every club member donates something, and the club total equals or exceeds $100 per member. (Pres. TK’s goal)

How to Donate

Every Rotarian, Every Year

Thank You Rotarians for all you do…. and will do“Rotary has set a whole new standard for what people believe a volunteer organization can accomplish. Back when Rotary became involved with polio, most people thought volunteer organizations were about tackling projects down the street or across town – not across the world. Rotary changed all that, and in the process, you reminded us that there is no human problem so daunting that it can’t be overcome by people…you set a new standard for what volunteers could do.”

I want you to feel proud that you are a Rotarian and to know we need your help to build a solid future for the next century of service.