Transcript The Rotary Foundation GETS 2006 Seminar Slides

Understanding
The Rotary Foundation
Basic Overview
Programs
The Rotary Foundation of Rotary International
DISTRICT 7610 – FOUNDATION SEMINAR
Regional Rotary
Foundation Coordinator
District 7610
• 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
Regional Rotary
Foundation Coordinator
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
The Rotary Foundation of Rotary International
DISTRICT 7610 FOUNDATION SEMINAR
Regional Rotary
Foundation Coordinator
Your
Rotary Foundation
Resource
The Rotary Foundation of Rotary International
DISTRICT 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.
The Rotary Foundation of Rotary International
DISTRICT 7610 FOUNDATION SEMINAR
Mission Statement
Our Motto:
“Doing good in the world.”
The Rotary Foundation of Rotary International
DISTRICT 7610 FOUNDATION SEMINAR
TRF Programs
• Educational
• Humanitarian
• PolioPlus
The Rotary Foundation of Rotary International
DISTRICT 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)
The Rotary Foundation of Rotary International
DISTRICT 7610 FOUNDATION SEMINAR
Ambassadorial
Scholarships
For Students to study abroad and serve as
Ambassadors of good will
• Academic-Year
– 9 months full-time study
The Rotary Foundation of Rotary International
DISTRICT 7610 FOUNDATION SEMINAR
Group Study Exchange
The international exchange of young nonRotarian professionals
• 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 Rotary Foundation of Rotary International
DISTRICT 7610 FOUNDATION SEMINAR
Rotary Centers
Master’s degree program in fields related to
peace studies and conflict resolution
• Focus on peace and conflict issues
• Advance knowledge and world
understanding among potential world
leaders
• Promote greater tolerance and cooperation
among peoples
The Rotary Foundation of Rotary International
DISTRICT 7610 FOUNDATION SEMINAR
Peace and Conflict
Studies Program
Peace studies, conflict resolution and
mediation training at Chulalongkorn
University, Thailand
• For middle and upper-level managers in
government, non-governmental
organizations, and private corporations
• 3-month program
• 30 students per session
The Rotary Foundation of Rotary International
DISTRICT 7610 FOUNDATION SEMINAR
Grants for University
Teachers
(eliminated for 2010-2011)
To strengthen higher education in lowincome countries
• 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
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
The Rotary Foundation of Rotary International
DISTRICT 7610 FOUNDATION SEMINAR
Humanitarian 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 Grants
To assist Rotary clubs and districts in
carrying out humanitarian projects
• 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
The Rotary Foundation of Rotary International
DISTRICT 7610 FOUNDATION SEMINAR
Matching Grants
To assist Rotary clubs and districts in
carrying out humanitarian projects
• Two grant types
– Matching Grants:
US $5,000 - $25,000
– Competitive Matching Grants
US $25,001 - $150,000
The Rotary Foundation of Rotary International
DISTRICT 7610 FOUNDATION SEMINAR
Matching Grants
General Guidelines
• 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
The Rotary Foundation of Rotary International
DISTRICT 7610 FOUNDATION SEMINAR
District Simplified Grants
To support service projects in the local
community or internationally
• One grant per year per district (can be used for
multiple projects)
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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
The Rotary Foundation of Rotary International
DISTRICT 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
The Rotary Foundation of Rotary International
DISTRICT 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
The Rotary Foundation of Rotary International
DISTRICT 7610 FOUNDATION SEMINAR
Volunteer Service Grants
Eliminated for 2010-2011
• 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
The Rotary Foundation of Rotary International
DISTRICT 7610 FOUNDATION SEMINAR
Volunteer Service Grants
Eliminated for 2010-2011
• 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
The Rotary Foundation of Rotary International
DISTRICT 7610 FOUNDATION SEMINAR
District Simplified Grants
Important Criteria
• 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.
The Rotary Foundation of Rotary International
DISTRICT 7610 FOUNDATION SEMINAR
3-H Grants
Funds integrated long-term self-help,
grassroots development projects
• 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
The Rotary Foundation of Rotary International
DISTRICT 7610 FOUNDATION SEMINAR
PolioPlus
To protect children worldwide from the cruel
and fatal consequences of polio
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20 years of Rotarians’ effort
With 20 million volunteers
In 200 countries
Immunizing 2 billion children
The Rotary Foundation of Rotary International
DISTRICT 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)
The Rotary Foundation of Rotary International
DISTRICT 7610 FOUNDATION SEMINAR
Progress June 2008June 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 2009
4 endemic countries, the
lowest in history
The Rotary Foundation of Rotary International
DISTRICT 7610 FOUNDATION SEMINAR
PolioPlus
• 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
Resources
• District Foundation Chair, AFC
• The RI website, www.rotary.org
• The staff at The Rotary Foundation
The Rotary Foundation of Rotary International
DISTRICT 7610 FOUNDATION SEMINAR
Understanding
The Rotary Foundation
Questions?
Programs
The Rotary Foundation of Rotary International
DISTRICT 7610 FOUNDATION SEMINAR
Understanding
The Rotary Foundation
Basic Overview
Fund Development / SHARE
The Rotary Foundation of Rotary International
DISTRICT 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
The Rotary Foundation of Rotary International
DISTRICT 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
The Rotary Foundation of Rotary International
DISTRICT 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
The Rotary Foundation of Rotary International
DISTRICT 7610 FOUNDATION SEMINAR
Establish Fundraising Goals
Annual Programs Fund goal for 2009-10
US $120 million – or US$100 per capita
•In order to reach the Annual Programs Goal
•encourage clubs to set their club goals
•higher than last year
The Rotary Foundation of Rotary International
DISTRICT 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
The Rotary Foundation of Rotary International
DISTRICT 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 TRFsupported project a year
• Establish or increase participation in Paul
Harris Society
The Rotary Foundation of Rotary International
DISTRICT 7610 FOUNDATION SEMINAR
Your 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 Access
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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 SHARE
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
SHARE
The 3-Year Cycle
TRF operates on
a unique funding
cycle, using
contributions for
program activities
three years after
they are collected
The three-year
cycle gives
districts time for
program
planning and
participant
selection
The Rotary Foundation of Rotary International
TRF uses the
earnings from
SHARE’s 3-year
investment cycle
to pay for
administration
and fund
development
DISTRICT 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
The Rotary Foundation of Rotary International
DISTRICT 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
The Rotary Foundation of Rotary International
DISTRICT 7610 FOUNDATION SEMINAR
SHARE
How it works
2009-10
2010-11
2011-12
2012-13
Funds Raised
Funds available
for planning
decisions
1 Oct. Scholars
application due
Funds used for
Foundation
programs
1 March:
Donate
scholarship
The Rotary Foundation of Rotary International
1 Oct. Extra
GSE application
31 March: DSG
requests due
DISTRICT 7610 FOUNDATION SEMINAR
SHARE
How it works
Donations
by 30
June
Invested for
3 Years
2009-10
1 July
2010-11
DDF
used
2011-12
1 July
2012-13
2013-14
1 July
Unused DDF
transferred to next year
(Districts notified in August)
The Rotary Foundation of Rotary International
DISTRICT 7610 FOUNDATION SEMINAR
SHARE Planning
Who is Involved in 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
The Rotary Foundation of Rotary International
DISTRICT 7610 FOUNDATION SEMINAR
District 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 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
Resources
• The District Foundation Chair, AFC
• The RI website, www.Rotary.org
• The staff at The Rotary Foundation
The Rotary Foundation of Rotary International
DISTRICT 7610 FOUNDATION SEMINAR
Understanding
The Rotary Foundation
Questions?
Fund Development / SHARE
The Rotary Foundation of Rotary International
DISTRICT 7610 FOUNDATION SEMINAR