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Understanding
The Rotary Foundation
Basic Overview
Programs
The Rotary Foundation of Rotary International DISTRICT 7610 – FOUNDATION SEMINAR
Regional Rotary Regional Rotary Foundation CoordinatorFoundation Coordinator
• Assigned three main responsibilities– Promote financial support for TRF
– Promote programs support for TRF
– Train Rotarians about TRF
The Rotary Foundation of Rotary International DISTRICT 7610 FOUNDATION SEMINAR
District 7610District 7610
Regional Rotary Regional Rotary Foundation CoordinatorFoundation Coordinator
The Rotary Foundation of Rotary International DISTRICT 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
Regional Rotary Regional Rotary Foundation CoordinatorFoundation Coordinator
The Rotary Foundation of Rotary International DISTRICT 7610 FOUNDATION SEMINAR
Your Rotary Foundation
Resource
The Rotary Foundation of Rotary International DISTRICT 7610 FOUNDATION SEMINAR
Mission StatementMission 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.
The Rotary Foundation of Rotary International DISTRICT 7610 FOUNDATION SEMINAR
Mission StatementMission Statement
Our Motto:
“Doing good in the world.”
The Rotary Foundation of Rotary International DISTRICT 7610 FOUNDATION SEMINAR
TRF ProgramsTRF Programs
• Educational
• Humanitarian
• PolioPlus
The Rotary Foundation of Rotary International DISTRICT 7610 FOUNDATION SEMINAR
Educational ProgramsEducational 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)
Ambassadorial Ambassadorial ScholarshipsScholarships
• Academic-Year– 9 months full-time study
For Students to study abroad and serve as Ambassadors of good will
For Students to study abroad and serve as Ambassadors of good will
The Rotary Foundation of Rotary International DISTRICT 7610 FOUNDATION SEMINAR
The Rotary Foundation of Rotary International DISTRICT 7610 FOUNDATION SEMINAR
Group Study ExchangeGroup 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
The international exchange of young non-Rotarian professionals
The Rotary Foundation of Rotary International DISTRICT 7610 FOUNDATION SEMINAR
Rotary CentersRotary 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
Master’s degree program in fields related to peace studies and conflict resolution
Peace and Conflict Peace and Conflict Studies ProgramStudies 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
Peace studies, conflict resolution and mediation training at Chulalongkorn
University, Thailand
The Rotary Foundation of Rotary International DISTRICT 7610 FOUNDATION SEMINAR
Grants for University Grants for University Teachers Teachers (eliminated for 2010-2011)(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 International DISTRICT 7610 FOUNDATION SEMINAR
To strengthen higher education in low-income countries
To strengthen higher education in low-income countries
The Rotary Foundation of Rotary International DISTRICT 7610 FOUNDATION SEMINAR
Educational ProgramsEducational Programs
Recent ChangesRecent Changes
Beginning with 2009-10 year, awards for Ambassadorial scholarships will be a flat grant of:
• US$23,000 for Academic-Year scholarships
The Rotary Foundation of Rotary International DISTRICT 7610 FOUNDATION SEMINAR
Humanitarian ProgramsHumanitarian Programs
• Matching Grants
• District Simplified Grants
• Health, Hunger, and Humanity Grants (3-H) (application restricted)
The Rotary Foundation of Rotary International DISTRICT 7610 FOUNDATION SEMINAR
Matching GrantsMatching 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
To assist Rotary clubs and districts in carrying out humanitarian projects
The Rotary Foundation of Rotary International DISTRICT 7610 FOUNDATION SEMINAR
Matching GrantsMatching Grants
• Two grant types– Matching Grants:
US $5,000 - $25,000
– Competitive Matching GrantsUS $25,001 - $150,000
To assist Rotary clubs and districts in carrying out humanitarian projects
To assist Rotary clubs and districts in carrying out humanitarian projects
The Rotary Foundation of Rotary International DISTRICT 7610 FOUNDATION SEMINAR
Matching GrantsMatching 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
The Rotary Foundation of Rotary International DISTRICT 7610 FOUNDATION SEMINAR
District Simplified GrantsDistrict 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
To support service projects in the local community or internationally
The Rotary Foundation of Rotary International DISTRICT 7610 FOUNDATION SEMINAR
What is DDF?What is DDF?
• District Designated Fund• 50% of district’s total Annual Program
Funds raised three years earlier• Available for district use
The Rotary Foundation of Rotary International DISTRICT 7610 FOUNDATION SEMINAR
What is the World Fund?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
The Rotary Foundation of Rotary International DISTRICT 7610 FOUNDATION SEMINAR
Volunteer Service Grants 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 2010-2011Eliminated for 2010-2011
The Rotary Foundation of Rotary International DISTRICT 7610 FOUNDATION SEMINAR
Volunteer Service Grants 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 2010-2011Eliminated for 2010-2011
The Rotary Foundation of Rotary International DISTRICT 7610 FOUNDATION SEMINAR
District Simplified GrantsDistrict 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 CriteriaImportant Criteria
The Rotary Foundation of Rotary International DISTRICT 7610 FOUNDATION SEMINAR
3-H Grants3-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
Funds integrated long-term self-help, grassroots development projects
The Rotary Foundation of Rotary International DISTRICT 7610 FOUNDATION SEMINAR
PolioPlusPolioPlus
• 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
To protect children worldwide from the cruel and fatal consequences of polio
The Rotary Foundation of Rotary International DISTRICT 7610 FOUNDATION SEMINAR
Global Eradication Global Eradication InitiativeInitiative
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)
The Rotary Foundation of Rotary International DISTRICT 7610 FOUNDATION SEMINAR
Progress June 2008- Progress June 2008- June 2009June 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.
The Rotary Foundation of Rotary International DISTRICT 7610 FOUNDATION SEMINAR
Polio Endemic Countries 2009Polio Endemic Countries 2009
4 endemic countries, the lowest in history
The Rotary Foundation of Rotary International DISTRICT 7610 FOUNDATION SEMINAR
PolioPlusPolioPlus
• 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
The Rotary Foundation of Rotary International DISTRICT 7610 FOUNDATION SEMINAR
ResourcesResources
• District Foundation Chair, AFC
• The RI website, www.rotary.org
• The staff at The Rotary Foundation
Understanding
The Rotary Foundation
Questions?
The Rotary Foundation of Rotary International DISTRICT 7610 FOUNDATION SEMINAR
Programs
Understanding
The Rotary Foundation
Basic Overview
Fund Development / SHARE
The Rotary Foundation of Rotary International DISTRICT 7610 FOUNDATION SEMINAR
The Rotary Foundation of Rotary International DISTRICT 7610 FOUNDATION SEMINAR
Fundraising for Fundraising for The Rotary FoundationThe 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
The Rotary Foundation of Rotary International DISTRICT 7610 FOUNDATION SEMINAR
Annual Programs FundAnnual 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
The Rotary Foundation of Rotary International DISTRICT 7610 FOUNDATION SEMINAR
Permanent FundPermanent 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
The Rotary Foundation of Rotary International DISTRICT 7610 FOUNDATION SEMINAR
Establish Fundraising GoalsEstablish 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
Annual Programs Fund goal for 2009-10 US $120 million – or US$100 per capita
The Rotary Foundation of Rotary International DISTRICT 7610 FOUNDATION SEMINAR
Goal SettingGoal 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
The Rotary Foundation of Rotary International DISTRICT 7610 FOUNDATION SEMINAR
Fundraising TipsFundraising 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
The Rotary Foundation of Rotary International DISTRICT 7610 FOUNDATION SEMINAR
Your Support TeamYour Support Team
• Work with your Zone team!
• Communicate regularly with Foundation Staff and Zone leaders
The Rotary Foundation of Rotary International DISTRICT 7610 FOUNDATION SEMINAR
Member AccessMember 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
The Rotary Foundation of Rotary International DISTRICT 7610 FOUNDATION SEMINAR
Understanding Understanding SHARESHARE
What does it do?What does it do?
SHARE transforms TRF contributions into Ambassadorial Scholarships, Matching
Grants projects, Group Study Exchanges and more.
The Rotary Foundation of Rotary International DISTRICT 7610 FOUNDATION SEMINAR
SHARESHARE
The 3-Year CycleThe 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
The Rotary Foundation of Rotary International DISTRICT 7610 FOUNDATION SEMINAR
What is DDF?What is DDF?
• District Designated Fund• 50% of district’s total Annual Program
Funds raised three years earlier• Available for district use
The Rotary Foundation of Rotary International DISTRICT 7610 FOUNDATION SEMINAR
What is the World Fund?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
The Rotary Foundation of Rotary International DISTRICT 7610 FOUNDATION SEMINAR
SHARESHARE
2009-10
2010-11
2011-12
2012-13
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 worksHow it works
The Rotary Foundation of Rotary International DISTRICT 7610 FOUNDATION SEMINAR
SHARESHARE
How it worksHow 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
2010-11 2011-12
1 July 1 July
2012-13
The Rotary Foundation of Rotary International DISTRICT 7610 FOUNDATION SEMINAR
SHARESHARE Planning 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:Who is Involved in SHARE Planning:
The Rotary Foundation of Rotary International DISTRICT 7610 FOUNDATION SEMINAR
District TeamDistrict Team
• District Governor
• District Rotary Foundation Committee Chair, AFC
• District Rotary Foundation Subcommittee Chairs
• District Governor-Elect
• Other knowledgeable Rotarians
The Rotary Foundation of Rotary International DISTRICT 7610 FOUNDATION SEMINAR
Regional ConcernsRegional 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.
The Rotary Foundation of Rotary International DISTRICT 7610 FOUNDATION SEMINAR
ResourcesResources
• The District Foundation Chair, AFC
• The RI website, www.Rotary.org
• The staff at The Rotary Foundation