Transcript Rotary Foundation - Leonardtown Rotary

Rotary Foundation
Basics
Presented by Chris Perlick
15 September 2011
http://www.rotary.org/en/Pages/ridefault.aspx
Foundation Facts
• Mission
– The mission of The Rotary Foundation is to enable
Rotarians to advance world understanding, goodwill,
and peace through the improvement of health, the
support of education, and the alleviation of poverty.
• Since the first donation of $26.50 in 1917, it has
received contributions totaling more than $1
billion
• To date, more than one million individuals have
been recognized as Paul Harris Fellows
History
• Established in 1917 by then RI President Arch C.
Klumph
• In 1928, when the endowment fund had grown
to more than US$5,000, it was renamed The
Rotary Foundation.
• In 1930, the Foundation made its first grant of
$500 to the International Society for Crippled
Children. The organization, created by Rotarian
Edgar F. “Daddy” Allen, later grew into the Easter
Seals.
RI Funds
• Annual Programs Fund
– Source of all global and District grants
– Contribution sources are through Rotarian annual or onetime contributions
• Permanent Fund
– Established in 1982 to ensure a strong future for
the Foundation by providing a continuing stream of
income to meet the increasing demand by Rotary clubs
and districts for Foundation programs.
– The first goal of $200 million was reached in 2005. The
next goal is one billion dollars by 2025.
– Contribution sources are through Rotarian one-time or
bequests contributions
Programs
• In 1947 the first Foundation program – the
forerunner of Rotary Foundation
Ambassadorial Scholarships – was established.
• In 1965-66, three new programs were
launched: Group Study Exchange, Awards for
Technical Training, and Grants for Activities in
Keeping with the Objective of The Rotary
Foundation, which was later called Matching
Grants .
Programs Cont.
• The Health, Hunger and Humanity (3-H) Grants
program was launched in 1978
– Rotary Volunteers was created as a part of that
program in 1980.
• Polio Plus was announced in 1984-85
• 1986 brought Rotary Grants for University
Teachers .
• The first peace forums were held in 1987-88,
leading to the Foundation's peace and conflict
studies programs .
Fund Make Up
• At the end of each Rotary year, 50 percent of
each District's contributions to the Annual
Programs Fund are credited to their District
Designated Fund (DDF); the other 50 percent
is credited to the World Fund.
• The World Fund pays for the worldwide
programs available to all Rotary districts
• Districts use their DDF to pay for the their
chosen Foundation activities.
Current Matching Grants
• The Rotary Foundation matches contributions
raised for international service projects by
Rotary clubs and districts in two or more
countries.
• The Foundation provides a one-to-one match
for District Designated Fund (DDF/SHARE)
contributions and a US$0.50 match for every
new $1 cash contribution. Grant awards range
from $5,000 to $200,000.
Ambassadorial Scholarships
• Since 1947 = 0ver 40,000 persons from about 100 nations
• Nearly 700 scholarships were awarded for study in 2009-10.
Through grants totaling approximately US$16.2 million,
recipients from about 70 countries studied in more than 80
nations.
– Flat grant of $27,000
– For One year of study abroad
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Peace and conflict prevention/resolution
Disease prevention and treatment
Water and sanitation
Maternal and child health
Basic education and literacy
Economic and community development
Future Vision Pilot Program
• Grant areas
– Peace and conflict prevention/resolution
– Disease prevention and treatment
– Water and sanitation
– Maternal and child health
– Basic education and literacy
– Economic and community development
• 3-Year Pilot
• Full roll out in 2013-2014
Future Visions Objectives
• Place the grant decisions at the District/Club level
(grants over $25K are now decided at the RI level)
• Assist in forming partnerships with NGOs and
Companies.
• Only two types of Grants
– Global Grant ($15K-$200K)
• Match Club and District cash 50% DDF contributions at 100%
– District Grant
District Grant Sample Activities
• Exchange of mixed professional vocational
training teams with another district
• International travel for local doctor to
volunteer at a clinic
• Scholarship for student to attend local or
international university
• Art supplies to assist youth after-school
program
Global Grant Sample Activities
• Safe drinking water, sanitation, and hygiene
education project
• Scholarship for student to study water
engineering
• Malaria project to distribute bed nets and
malaria treatments
• Vocational training team to participate in
workshop and learn teaching methods to
address illiteracy
Grant Programs Cont.
Grants cannot fund
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1. Continuous or excessive support of any one beneficiary, entity, or community
2. Establishment of a foundation, permanent trust, or long‐term interest‐bearing account. Grant funds
can be used to establish a microcredit or revolving loan fund if the sponsors comply with the revolving
loan requirements found in section XIII.
3. Purchase of land or buildings
4. New construction of any structure in which individuals live, work, or engage in any gainful activity,
such as buildings (schools, homes/low‐cost shelters, and hospitals), containers, and mobile homes, or
structures in which individuals carry out any type of activity including manufacturing or processing
5. Fundraising activities
6. Expenses related to Rotary events such as district conferences, conventions, institutes, anniversary
celebrations, or entertainment activities
7. Public relations initiatives not directly related to a humanitarian or educational activity
8. Operating, administrative, or indirect program expenses of another organization
9. Unrestricted cash donations to a beneficiary or cooperating organization
10. Projects already in progress or completed
11. Activities primarily implemented by a non‐Rotary organization
12. Transportation of vaccines by hand over national borders
13. Humanitarian projects that consist primarily of research or data collection
14. Travel to National Immunization Days (NIDs)
15. International travel for youth under the age of 18, unless accompanied by their parents
Summary
• Rotary Club of Leonardtown is a Future Vision
Pilot Club
• We need to contribute as a club to the
foundation to remain eligible for grants under the
program
• 50% of what we donate comes back to the
District for DDF grants
• RI’s contribution to the world is through global
grants – WE are RI – WE need to participate
• Easiest way – Become a sustaining member for
only $100 year
Added Info
Annual Programs Fund
(Every Rotarian, Every Year)
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Sustaining Member - $100 year commitment
Paul Harris fellow - $1,000 contribution
Paul Harris Society - $1,000/yr commitment
Benefactor - $1,000 to the Permanent Fund
Bequest Society – Contribution of $10,000 to RI
Foundation formally placed in your will
• Major Donor – Accumulated gifts to the RI Foundation of
over $10,000
• Arch C. Klumph Society - Accumulated gifts to the RI
Foundation of over $250,000
Donor Recognition Levels
Current numbers
• Arch C. Klumph Society members -- 312
• Major Donors -- 14,195
• Bequest Society -- 7,729
• Benefactors -- 86,352
• Paul Harris Fellows -- 1,304,583