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Welcome Message

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Unrestricted Giving:  the cornerstone of the Rotary Foundation that provides the day‐to‐day funding of Rotary Foundation programs

The Annual Fund-SHARE is the primary source of funding for the programs of The Rotary Foundation. The Annual Fund-SHARE is the cornerstone for these programs; for the beneficiaries, and why we give. It is for the stories these programs permit us to tell.

For us to continue doing so much good in the world, it is necessary for Every Rotarian to participate in the programs and to support our Foundation Every Year.

If Rotary is to be there to: Teach children to read, build wells, feed the hungry, care for the sick, shelter the poor; then Every Rotarian is invited to support the Annual Fund with a personal contribution, Every Year.

Check if your Rotary club has a club fundraising goal for the Annual Fund this year, and help achieve it with your personal gift.(Optional information)

•Rotarians and friends of Rotary can also direct Annual Fund contributions to any of the Foundation’s six areas of focus. These additional opportunities are intended to attract new donors, including non-Rotarians and other organizations; Contributions directed to any of the six areas of focus are included toward a club’s annual giving

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goal and per capita calculations. Likewise, they are eligible for all PHF recognition opportunities. •Areas of focus designated contributions are not included in a district’s SHARE calculation and do not generate any DDF.

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•EREY was developed to support Annual Programs Fund giving

•Sustaining member = $100 per year

•PHF = multiples of $1,000 up to PHF+8 ($9,000)

•Major Donor = $10,000

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100% Foundation Giving Club to

*  Annual Fund*  PolioPlus*  Endowment Fund*  An approved Global Grant

Based on the number of members in the club during the Rotary year.

********************100% Sustaining Member Club

Based on the number of members in the club during the Rotary year.

******************

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•Restricted Giving: ensures the long‐term viability of the Rotary Foundation

•Benefactor = $1,000 minimum

•Bequest Society = $25,000 minimum

•The Trustees annually determine the percentage of earnings to be distributed to SHARE and the World Fund

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• Gifts to the Endowment Fund are held in perpetuity as part of an endowment. They are professionally invested, with a portion of the earnings used each year for purposes specified by the Trustees and the donors.

• The Endowment Fund offers donors a way to create their own lasting legacy through Rotary.

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• Rotary’s own financial support for PolioPlus will be magnified by an agreement with the Bill & Melinda Gates Foundation.

• During the International Convention in Atlanta, GA in June 2017, the Gates Foundation pledged up to $450 million to support the eradication of polio. Rotary committed to raising $50 million per year over the next 3 years. Every $1 that Rotary commits in direct support of polio immunization will be matched by an additional $2 from the Gates Foundation. This means contributions to Rotary’s PolioPlus program will have three times the impact. $1 donation becomes $3 to fight polio.

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Humanitarian Grant

Humanitarian projects address community needs by providing sustainable, measurable outcomes inthe benefiting community. If you’re developing a global grant project, choose an area of focus. Findsupport, suggestions, and guidelines for developing a project.

Scholarship Grants

Clubs and districts can create their own scholarships and fund them with district grants for any form of studies or with global grants for graduate studies in an area of focus.

Vocational Training Teams

Vocational training teams are groups of professionals who travel abroad either to teach localprofessionals about a particular field or to learn more about their own field. Teams can also bebrought into your community for specific studies. Teams can be funded by both types of grants.Teams with global grant funding target their training to an area of focus.

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• You can also use district grants to support scholarships.

• They have fewer restrictions on the study level (which can be secondary school, university, graduate, or certificate), location of study (local or international), duration of program, field of study, and cost.

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• Global grants can fund scholarships for career-minded professionals for one to four years of graduate-level study in the areas of focus.

• The scholars’ previous work, volunteer, and study experience must strongly relate to the selected area of focus; the scholars’ academic program must strongly relate to the selected area of focus; and the scholars’ future career plans, both immediately after the scholarship period and in the long term, must strongly relate to the selected area of focus.

• A host sponsor and international sponsor work together to identify the scholar and submit the application.

• The minimum budget for global grants is $30,000.

• Global grant scholarship applications undergo a review process. Not all applications are approved because, often, applications do not align with an area of focus. 

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• Vocational training teams are groups of professionals who travel, either to learn more about their vocation or to teach local professionals about a particular field. These teams can expand the knowledge and skills of individuals and communities. 

• The vocational training team concept was inspired by the successes of past grant programs, including Group Study Exchange and Volunteer Service Grants. 

• Rotary clubs and districts can support vocational training teams through district grants or global grants.

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• Individual club grants allow local decision making, with minimal restrictions, for smaller‐scale activities and projects.   They can fund multiple club or district projects, which may be local or international.  

• Individual club grant requests are due by August 31 each Rotary year.    Applications may be filled out in the Grant module of the D5730 website, www.rotary5730.org .  The District Foundation Committee approves these requests and combines them into one Block Grant request which is submitted to TRF for approval and funding.   

• Up to 50% of total District Designated Funds (DDF) is requested each year.  Only one District Block Grant, which includes each club’s spending description and plan, may be submitted to TRF per Rotary year .

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• Stewardship is the responsible management and oversight of grant funds from The Rotary Foundation. Proper stewardship is the responsibility of each Rotarian.

• Implementing good stewardship practices ensures that grants are well managed and that grant funds are used according to Foundation guidelines and benefit populations in need. 

• Careful grant management also sustains donor confidence in the Foundation and can increase donations.

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Global grants fund large‐scale projects and activities that:

• Align with an area of focus • Respond to a need the benefiting community has identified• Include the active participation of the benefiting community• Include the active participation of Rotarians• Strengthen local knowledge, skills, and resources• Are designed to enable the benefiting community to address its own needs after 

the Rotary club or district has concluded its work• Have measurable results

The minimum grant award is $30,000. 

The DDF allocation is matched 100 percent, and cash (club contribution) is matched at 50 percent from the World Fund. 

A global grant project has 2 partners:   a host club or district in the project country and an international club or district outside the project country. 

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Global grant funding is an investment in lasting change. Sustainable projects can take many forms, but all display the following elements: 

• Community participation: Sustainable projects are well planned, involve the collaboration of multiple project participants, and suit the needs and values of beneficiaries. 

• Materials and technology: Sustainable projects employ durable materials that are accessible, ready to use, and environmentally sound. 

• Funding: Sustainable projects ensure that a reliable source of funding exists to continue project outcomes after the grant is complete. 

• Knowledge: Sustainable projects increase capacity by helping communities acquire new skills, knowledge, and behaviors.

• Motivation: Sustainable projects provide tangible incentives for community ownership of project activities and outcomes. 

• Evaluation: Sustainable projects are designed to ensure clear and measurable outcomes. 

Let’s look at the steps in planning a sustainable global grant project.

Become familiar with Global Grant information and requirements

Call your Global Grants Chair for assistance

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Identify Rotarian partner(s) abroad

Identify the need in that location & funding that will be needed

Determine what success will look like

Review online grant application

Confirm project details with partner(s)

Design budget

Disclose conflicts of Interest

Apply online

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• Planning and organizing are key to implementing a successful global grant project. Inplanning a small or large project, it’s beneficial to your club and the project community to organize using these proven steps.

• A wonderful resource for planning your project is the five‐part Lifecycle of a Service Project webinar series, which covers detailed strategies and best practices for developing successful, sustainable projects. In it, you can also hear from other Rotarians on what they’ve learned about planning successful projects.

• You can view one or all of the webinars at www.rotary.org/webinars. 

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• The unclean water is poured into the bucket.• The water filter and hose are lowered into a clean bucket • Water passes through the hose and filter into the 2nd bucket• Clean water is now available to drink!!  

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With Global Funds a water well was dug and tanks constructed to store clean water for the entire community.

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The Rotary Foundation is YOUR Foundation – make it your charity of choice!

Rotarian driven projects— projects are created at the local level by Rotarians who live and see the needs of the community every day.!

Diligent Oversight of Funds: Rotary funding is monitored on many different levels. Funds are overseen by Rotarians, clubs, districts and Rotary staff. Larger projects are even reviewed and audited by Rotarian professionals that work within the area of focus and can give expert guidance and evaluations. Rotarian auditors sometimes perform audits to ensure spending is being used correctly. All of these measures ensure that the funds YOU give to The Rotary Foundation Do Good In The World.

Local and International Projects- Rotary helps people in need throughout the world. The SHARE system and grant model allow for projects to take place in your backyard or across the globe. The international component and ability to help those in need around the world is unique and Rotarians have made their Foundation extraordinary in its capacity to focus on needs in developed and developing countries!

Rotarians = Service above SelfRotarians are The Rotary Foundation. Contributing to The Rotary Foundation each and every year is demonstrating your commitment to “Service above Self” and a

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commitment to helping those in need. Let’s take a look at what your contributions can do…

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