PETS April 24-25, 2010

TThe RRotary FFoundation

of Rotary International

• Are Rotary International and The Rotary Foundation one and the same organization ?

• Is every relatively new Rotarian supposed to know all this stuff ?

• RI President and Directors elected at each annual Convention

• 15 Foundation Trustees are appointed by the

RI President with the approval of the Board• 4 Trustees will be Past Presidents of RI• All have a 4 year term of office• Trustees elect a Chairman annually• All serve without compensation

The mission of Rotary International, a worldwide association of Rotary Clubs, is to provide service to others, to promote high

ethical standards, and to advance world understanding, goodwill, and peace through its fellowship of business, professional and

community leaders.

Rotary InternationalMission Statement

TRF Mission Statement

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.

Rotary Foundation FundingTwo Needs, Two Ways

Spendable Earnings

District Designated

Fund(DDF)

World Fund

TRF Program Funding

RotarianDonations

1 - Annual Programs Fund (APF)–For Support Today2 - Permanent Fund - To Secure Tomorrow

Annual Giving Co-ChairsPDG Reid Asselstine and (soon to be)

PDG Richard Levert

Characteristics of the Annual Programs Fund

• For support today• Seeks an unrestricted annual gift from

all Rotarians “Every Rotarian, Every Year”“Every Rotarian, Every Year”

• 100% of contributions spent directly on programs

• Paul Harris Fellow recognition

• Supports the SHARE System

• Gifts are typically from discretionary income

District 7010 Permanent Fund ChairJohn Gordon

The Permanent Fund:What It Means

The key to the Foundation’s role in the 21st century.

Characteristics of the Permanent Fund

• Principal is never spent• Annual earnings support Foundation

programs• Creates long-term stability• Gifts from capital assets or legacies• To secure tomorrow

Building the Permanent Fund

• Seeks participation of Rotarians through the “Bequest Society”• Seeks to identify, cultivate, and solicit major gifts of US$10,000 or more

• Seeks participation of all Rotarians through the “Benefactor Programme”• Seeks to identify, cultivate, and solicit gifts of US$1,000 or more

• Target of US$1 billion by 2025

Rotary Foundation FundingTwo Needs, Two Ways

Spendable Earnings

District Designated

Fund(DDF)

World Fund

TRF Program Funding

RotarianDonations

1 - Annual Programs Fund (APF)–For Support Today2 - Permanent Fund - To Secure Tomorrow

Foundation Programs

Three Areas- Humanitarian Programs

- Matching Grants – Club Initiated- Educational Programs

- Group Study Exchange, Ambassadorial Scholars- Peace Scholars

- Polio Plus – separate entity

District 7010 PolioPlus ChairJanet Stead

• Polio is a highly infectious virus• Enters through the mouth• Multiplies in the intestine• Invades the nervous system• Total paralysis in a matter of hours• Initial symptoms – fever, fatigue,

headache, vomiting, stiffness in the neck and pain in the limbs

• 1 in 200 – irreversible paralysis• 5%-10% of those may die from

respiratory paralysis

Polio and its symptoms

Global Polio Eradication Initiative

• Rotary International

• World Health Organization

• U.S. Centers for Disease Control and Prevention (CDC)

• UNICEF

Polio already eradicated in >100 countries (& one type of poliovirus already eradicated)

Recurrent importations into polio-free areas

Total casesYear-to-date 2010

Year-to-date 2009

Total in 2009

Globally64 289 1606

- in endemic countries 39 213 1256

- in non-endemic countries:

25 76 350

“We don’t let children die because it is fatiguing to save

them.”

New Advocacy for Polio Eradication

'And today I am announcing a new global effort with the Organization of the Islamic Conference (OIC) to eradicate polio.'

President Barack Obama

Cairo, Egypt

4 June 2009

New Political Backing for Polio Eradication

THE ROTARY FOUNDATION of Rotary International

Educational Programs

Group Study Exchange

The internationalexchange of

young non-Rotarianprofessionals

Team Leader Sandi Campbell & TeamDistrict 7010 GSE Chair Sandi Campbell

Group Study Exchange

• Districts can send a GSE team every other year using a World Fund award

• GSE Team = 4 non-Rotarians + 1 Rotarian• Send additional team member using $2,000

DDF• Teams spend about 4 weeks abroad• Minimum of 5 vocational days

Group Study Exchange

GSE• Main funding = World Fund

• Send additional GSE team with DDF ($13,000 USD)

• Rotary provides the most economical round-trip ticket

• Team members aged between 25 and 40

• Team member must be fully employed and have 2 years of work experience

• Host Rotarians provide meals, lodging and group travel within their district

Ambassadorial Scholarships

For Students to study abroad and serve as

Ambassadors of good will

Brandy Hussey 2008-2009

Sharon McQueen 2010-2011

District 7010 Scholarship ChairColin Vickers(former Ambassadorial Scholar)

Ambassadorial Scholarships

• Academic Year– 9 months full-time study for undergraduate & graduates– Flat grant: US $26,000 DDF

Serve as goodwill ambassadors to host country Give presentations to Rotary clubs and other groups Further international understanding and friendly relations

2009-10 over 700 scholars from 70 countries studied in 80+Countries, cost US $16.2 million

3 Former Scholarship Types are now One3 Former Scholarship Types are now One

Rotary Centersfor International Studies in Peace and Conflict Resolutionfor International Studies in Peace and Conflict Resolution

Master’s degree program in fields related

to peace studies and conflict resolution

District 7010 ChairColin Vickers

Rotary Centers

Purpose:• Train fellows in peace and conflict issues• Advance knowledge and world understanding

among potential world leaders• Promote greater tolerance and cooperation

among peoples

for International Studies in Peace and Conflict Resolutionfor International Studies in Peace and Conflict Resolution

Rotary Centers

• Partnered with 6 Universities around the world• All districts asked to submit one qualified

candidate application each year to TRF• Competitive – chosen based on ability to have a

significant, positive impact on world peace and conflict resolution during their careers.

for International Studies in Peace and Conflict Resolutionfor International Studies in Peace and Conflict Resolution

Peace and Conflict Studies

A short-term certificate program

for professionals

Peace and Conflict Studies• Sessions held at newly

established RotaryRotary Center for Center for Peace and Conflict Studies,Peace and Conflict Studies, Chulalongkorn University, Bangkok

• The oldest and one of the most respected universities in Thailand

Peace and Conflict Studies

Purpose:• To provide professionals in various

fields with the conflict resolution tools to foster peace and peaceful conflict resolution

• Curriculum includes both coursework and practical field-work application components

Peace and Conflict Studies

• Two sessions held annually

• 30 participants per session

• 5-10 years work experience required

• Applicants should hold established careers in fields, industries, and/or positions relating to peace and peaceful conflict resolution

• Sessions conducted English

• Funded through DDF, World Fund, Major Gifts and employer sponsorships

Rotary Foundation AlumniDistrict 7010 Chair Doug Fairhall

All participants in Educational Programs areconsidered Rotary Foundation alumni. Alumni areencouraged to maintain a lifelong relationship withRotary through:• Rotary club membership• Rotaract club membership• Alumni association activities (service projects, future

participant selection and orientation)• Contributions to TRF

District Foundation CommitteeChair, PDG Ron Strickland

Alumni - Doug FairhallScholarships – Colin VickersAnnual Giving – PDG Reid Asselstine - PDG Richard LevertGrants – PDG John TomlinsonGroup Study Exchange – Sandi CampbellInformation – Ted BrandonPermanent Fund – John GordonPolioPlus – Janet Stead

District Designated Fund2007-2008

$271,642 incl.$2,600 from Permanent Fund

Invested for 3 years(2010-11)

District 7010 50:50 World Fund$135,821 $135,821

- Administered by District - Group Study Exchange

- Within parameters - Matching Grants -

administered by TRF

D7010 DDF Shopping List2 years prior to getting our DDF we must allocate how we will use it - $135,821

Polio Plus - $13,582- currently donate 10% of DDFAmbassadorial Scholarship - $13,000- costs $26,000 – do every other yearDistrict Simplified Grant - $23,000- up to 20% of DDF – quick & easy for Clubs Group Study Exchange - $13,000Matching Grants -remainder - $73,239- District currently matches Club projects 2:1Permanent Fund – no donation

Humanitarian Grants Programof The Rotary Foundation

Grants Subcommittee Chair PDG John Tomlinson

• Rotarian participation• Rotary networks• Humanitarian needs• Stewardship

Humanitarian Grant Standards

Matching Grants

• Matched funds for humanitarian endeavors

– 1:1 match for DDF– .5:1 match for cash

• Local and international sponsors• Matching Grants (US$5,000 - $25,000)• Competitive Matching Grants (US$25,001 -

$150,000)

Matching Grants, before

• Host Club $ 100 $ 100• Gore Bay $2,500 $2,500• Elliot Lake $1,500• DDF match $5,000 $8,000• TRF match $6,300 $10,050

• Total Project $ 13,900 $ 22,150

Matching Grants, after

• Host club $ 100 $ 100• Gore Bay $2,500 $2,500• Elliot Lake $ 800• DDF match $5,000 $6,600• No TRF match $ 0 $ 0• Total $ 7,600 $ 10,000Minimum project size must be $ 10,000

District Simplified Grants

• Administered by district leadership• DDF (maximum 20% of new DDF)• Local or international projects • District is sole sponsor

District Simplified Grants

• Two page application form• Describe the project, what, when, where• Who were the beneficiaries ?• How many Rotarians involved and what did they do ?• Long-term community impacts• Cooperating organizations• Budget – income and expenses• Final Report including invoices and cheques

Millennium Development Goals

1. Eradicate extreme poverty & hunger2. Achieve universal primary education3. Promote gender equality & empower women4. Reduce child mortality5. Improve maternal health6. Combat HIV/AIDS, malaria & other diseases7. Ensure environmental sustainability8. Develop a global partnership for development

• Humanitarian projects• Rotarian participation in projects• Development of Rotary networks• Spend consistently with TRF guidelines and

approved application• Vigilant oversight

Appropriate Use of Funds

Local Ownership• Projects and programs must be developed by

the recipient countries and reflect their priorities rather than priorities of donors.

Gender Equality

• Empowerment of women

and gender equality are

prerequisites for achieving

political, social, economic,

cultural, and environmental

security among all peoples.

Donor Coordination

• To eliminate any duplication or gaps in meeting beneficiary priority needs there must be coordination between donor groups including:– Rotary clubs;– Government Agencies;– Non-Rotary civil society organizations

Stronger Partnerships

• International Service Partners enter into contracts that clearly identify the responsibilities of each partner.

• Partners maintain regular communication during the planning, implementation and reporting stages of the project/program.

Results Based Approach

• Focus on Achieving results through:

– Planning & needs assessment;– Regular monitoring of progress;– Evaluation of performance; and,– Reporting on performance

• Goals• Milestones/Outcomes• Impact

Building Capacity

• Assist the beneficiaries with increasing their own ability to help themselves to ensure that benefits are sustained beyond the life of individual projects.

District Leadership

District Grants Subcommittee:• Serve as grants experts • Certify applications for completeness• Authorize district-sponsored grant

applications

District Leadership

District Rotary Foundation Committee Chair:• Authorize DDF• Submit District Simplified Grant requests• Maintain DDF records

District Governor:• Jointly authorize DDF with DRFCC

For a Better FutureFor a Better Future

Annual Giving

2007-2008 $152.26 per member2008-2009 $ 144.50 per member

For a Better FutureFor a Better Future2009-2010

1 Group Study Exchange9 Matching Grant projects16 individual Simplified GrantsSelected an Ambassadorial ScholarDonated $27,400 to Polio Plus

APF donations to date: District average $83.74

#1 BEL $ 433.11/member

#2 Wasaga Beach $282.72 #4 Kapuskasing $206.40 #3 Orillia Lake Country $256.82 #5 Huntsville $172.90

Understanding the NeedUnderstanding the Need

When did you first realize the power of Rotary?

Identifying SolutionsIdentifying Solutions

• Every Club must take ownership and set its own annual giving goal

• Make your own personal gift to TRF

• Every Rotarian must be ASKED to participate in their Foundation

District Goal for 2010-1011 $ 175.00/ member

Make your annual gift today!www.trfcanada.org

For a Better FutureFor a Better Future

Canadian Rotary CentennialAfghanistanChallenge

Building a School for a Better Future

Canadian Rotary Centennial Project

• Build a 20 room school• Jalalabad, Afghanistan• One of safest regions• 4,000 students, 2/3 girls• Attend classes in 3 shifts• Currently studying under the palm trees, in

the open

Canadian Rotary Centennial Project

• CIDA paying half• TRF Matching Grant• Need average of $250 from each Rotary Club

in Canada• $10 per Rotarian

CANADIAN ROTARY CENTENNIAL PROJECT

D7010 CLUB DONATIONS

AS AT APRIL 15TH, 2010

DATE CLUB AMOUNT

DEC 30/09 KAPUSKASING $ 250.00 DEC 30/09 MINDEN $ 250.00 JAN 13/10 BRACEBRIDGE $ 250.00 JAN 31/10 ORILLIA LAKE COUNTRY $ 500.00 JAN 31/10 HUNTSVILLE $ 250.00 JAN 31/10 ENGLEHART $ 250.00 JAN 31/10 CHAPLEAU $ 250.00 JAN 31/10 FENELON FALLS $ 250.00 FEB 8/10 ROUYN-NORANDA $ 250.00 FEB 8/10 HURONIA $ 500.00 MAR 1/10 HUNTSVILLE/LAKE OF BAYS $ 250.00

TOTAL $ 3,250.00

The End

Are there any questions ?Are there any questions?