Transcript PETS 1 2014 PowerPoint program.

The Rotary Foundation
PETS 1
District 6360
The Rotary Foundation:
Where there is a need …
… The Rotary
Foundation can
help!
To enable Rotarians to advance
world understanding, goodwill, and
peace through the improvement of
health, the support of education,
and the alleviation of poverty
• Founded in 1917 by RI President
Arch Klumph.
• First contribution was $26.50.
• First grant/donation was $500 to
the International Society for
Crippled Children (which later
became Easter Seals Society).
• Contributions jumped in 1947
upon the passing of Paul Harris.
• Today, it’s one of the top charities
in the world
• The Rotary Foundation is our
Foundation
• World reach greater than the
United Nations – Rotary is truly
global
• Can go where politicians and
religious groups cannot
The Rotary Foundation
Funding Our Foundation
Annual Fund
For Support Today
Endowment Fund
To Secure Tomorrow
PolioPlus Fund
End Polio Now
Annual
Fund
Contributions
Contributions
SHARE
System
Endowment
Spendable
Fund
Earnings
PolioPlus
Fund
Annual Fund
For Support Today
The Annual Fund-SHARE System
50% District
50% World Fund
• District portion:
– District directed
– Used by Rotarians in
the district
– Spent on TRF grants
and programs
• World Fund portion:
– Trustee directed
– Used by Rotarians
worldwide
– Spent on TRF grants
and programs
District 6360
2013-2014 Rotary Foundation
Committee Structure
District Governor
Terry Allen
Lakeshore
Committee Chair
Teresa Brandell
Delta-Waverly
Grants
Subcommittee
Polio Plus
Subcommittee
Ed Foster
Fundraising
Subcommittee
Harold Mondol
Stewardship
Subcommittee
Jim Temple
** Vacant ***
Charlotte
Lansing Dewitt
Sunrise
Berrien Springs-Eau
Claire
Please rank the following possibilities for spending priorities for our District’s use of
its District Designated Funds from The Rotary Foundation for the 2014-2015 Rotary
Year.
Place a number by each choice, using “1” for the highest priority and “7” for the
lowest priority. Please use each number only once.
_____ Club projects
_____ Polio Plus
_____ District-wide scholarship(s)
_____ Global Grants
_____ Vocational Training Teams
_____ Rotary Peace Centers
_____ Local contingency fund
Turn in completed form at PETS March 13-15 in Kalamazoo.
A donation to the Annual Fund can be directed to:
• SHARE
– Half of all SHARE contributions come back to
districts and clubs after three years
– The other half goes to the World Fund
• World Fund
• 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
• Supports grants and programs through
the SHARE system, which sends funds
back to clubs and districts
• Contributions credited to donor’s club
• Contributions applied to club’s goal
• Contributions count toward donor
recognition, including Paul Harris Fellow,
EREY, and TRF Sustaining Member
2010
2011

2011
2012
2012
2013
2013
2014
2014
2015
2015
2016
2016
2017
Funds from Annual Fund available to districts 3 years after they
are contributed - through SHARE

Contributions to the Annual Fund made in 2010-11 are now
available in 2013-14

Contributions made in 2013-14 available in 2016-17
Grant Distribution Example
ANNUAL PROGRAMS GIVING -- SHARE
$200,000
$
Earnings used for
administrative costs
2011-12
2013-14
2012-13
2014-15
$100,000
50% to District
$50,000
$50,000
Up to
½ to District
Grants
At least
½ to Global
Grants
$100,000
50% to World Fund
Matching Grants
Packaged Grants
Peace Fellows
Polio+
• In 2011-12, contributions = $131,160.62
• $65,580.31 to World Fund and $65,580.31 to
District
• District-controlled $$$ are split as follows:
Global Fund: 50% = $32,790.15
District Fund: 50% = $32,790.15
Can be used for:
Can be used for:
Global Matching Grants
Club projects (community and
international)
World Peace Scholars
Local contingency fund
Global Scholars
Scholarships
Vocational Training Teams
Vocational Training Teams
Polio
Polio
2012 Governors-elect Training Seminar | 8
The Rotary Foundation
Endowment Fund
To Secure Tomorrow
• Endowment Fund contributions are not
spent.
They are invested in perpetuity.
• Only the earnings are used to support
activities.
The TRF Trustees determine the
Endowment Fund spendable earnings,
which are then split:
• 50% to the World Fund
• 50% credited to district
The Rotary Foundation
Polio Plus Fund
End Polio Now
Wild Poliovirus Cases
Total Cases
Year-to-date 2014
Year-to-date 2013
Total in 2013
Globally
8
1
400
In endemic
countries
In non-endemic
countries
8
1
160
0
0
240
* As of Feb. 5, 2014
PolioPlus
World’s Biggest
Commercial
Contributions to the PolioPlus
Fund are eligible for Paul Harris
Fellow recognition.
How do I set my
club’s goals?
Gather information:
• What is the giving history of my club
• What will individual club members give
during your year – ask them to make a
pledge!
Club Fundraising Analysis
Club Recognition Summary
Set your club goals:
• Discuss goals with your club members and
board -- get their buy-in!
• Make goals challenging, yet achievable.
• Make a leadership donation, and
encourage other leaders in your club to do
the same.
Three main goals needed:
Annual Fund goal – includes:
1. Paul Harris Society
2. Sustaining Members
3. EREY
4. Other contributions
2. PolioPlus Fund goal.
3. Major Gifts/Endowment Fund goal – includes:
1.
1.
2.
3.
Major Gifts
Bequest Society
Benefactors
Putting our
contributions to work
• District grants
• Global grants
• Packaged
grants
• Single block grant awarded annually
• Activities align with Foundation’s mission
• Smaller activities and
projects
• Local or international
activities
• Active Rotarian participation
• Adhere to stewardship guidelines
• Bike safety helmets
• Backpacks with school supplies
• Picnic grove
• Summer food boxes
• HIV/AIDS test kits
• Food backpacks
• Supplies for at-risk students
• Veterans Memorial park lighting
• Outdoor basketball court
• Wooden playground
• Boardwalk
• Orphanage laundry equipment
• Shoes, boots, coats
• Clean water gravity flow system
• Classroom furniture
• Park equipment
• Reading program for elementary students
• Renovations for emergency overnight shelter
• Medal of Honor monument
• Infant mortality awareness
• Elementary school mentoring program
• Senior scholarships
• Long-term projects
• Larger grant awards
• $30,000 minimum budget
• Sustainable, measurable
outcomes
• Alignment with area(s) of
focus
• World Fund match
• Requires international partner
• Strategic Partners
• Expertise in Areas of Focus
• Global scope of work
• Encourages involvement by
smaller clubs
• Funded by World Fund and
strategic partner
• Predesigned projects
• Process open to all clubs
• Ensures that clubs have the appropriate
financial and stewardship controls in
place to manage grants funds
• Implement MOU
• At least 2 members must attend a
Grant Management Seminar
• Qualification good for one year
Key Dates
• Application deadline for District grants:
May 31
• Application for Global Grant may be made
at any time
• Grant Management Seminars:
– Wednesday, April 2, Lansing area
– Saturday, May 3, Oshtemo
– Friday, May 16, at the District Conference
• Select a designation,
amount and frequency
• Safe, simple and secure:
www.rotary.org