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The Rotary Foundation 2015-16D9650 District Muster - Tamworth17 October 2015PDG Jo Wilkin RDFC 2015-16PDG Ken Hall Grants Chair 2015-16
OUTLINE
1. What is the Rotary Foundation & how does it work?
2. Foundation Grants & how to apply
3. Patterns of giving & usage
4. Ways to support the Foundation
5. District Goals & the Foundation
1. WHAT IS THE ROTARY FOUNDATION?
A not-for-profit corporation supported solely by voluntary contributions from
Rotarians and friends of the Foundation who share its vision of a better world.
It makes possible Foundation grant funded projects that bring
sustainable improvement to communities in need.
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.
‘Doing good in the world.’
HISTORY
1917 - President Arch C Klumph proposed setting up an endowmentDeveloped rapidly after death of Paul Harris in 1947 - outpouring of donations to create PH Memorial Fund
The 1916-17 Board of Directors.
Top : F.W. Galbraith Jr., E. Leslie Pidgeon, Chesley R.
Perry, Guy Gundaker. Bottom : Arch C. Klumph,
Allen D. Albert.
WHO MANAGES THE FOUNDATION?
The Board of Trustees (14 + Gen Sec) manages the business of the Foundation, led by the Trustee Chair (2015-16 PRIP Ray Klinginsmith)
The Rotary International President-elect nominates the trustees, who are elected by the RI Board of Directors.
The trustee chair serves for one year and trustees serve for four years.
PRIP India
PRIP USA
PRIP Scotland
USA
PRIP Japan
Gen Sec Brazil
USA
Canada
Uganda
India
USA Spain
KoreaTurkey
FO
UN
DATIO
N T
RU
STEES
2015-1
6
WHO MANAGES THE FOUNDATION IN AUSTRALIA?
Manager PDG Bruce Allen
Fund developer Mark Anderson
Administration - Krissy Aure-Canson
Joanne SchillingRegional Rotary
Foundation Chair
Ross ForgioneEndowment /
Major Gift Advisor
FOUNDATION VOLUNTEER TEAM
These two are on the Board of the Australian Rotary Foundation Trust, along
with 9 others
Graham JonesAsst Reg RF Coordinator
HOW DOES THE MONEY ‘WORK’?
Money donated
Invested for three years
Interest earned used for administration of the Fund
After 3 years, 50% returned to the District (DDF) and 50% goes into the World Fund
Endowment Fund - gifts, wills, invested in perpetuity. Ensures long term viability. Interest used (World Fund, Peace Program)
PolioPlus Fund
CHANGES TO FUNDING MODEL STARTING JULY 2015
Recession - poor investment returns - doubts re long term viability to function effectively
5 % set aside from World Fund to be used if needed
5% of cash contributions for global grants set aside
Up to 10% of corporate gifts set aside
Foundation has fine record of financial stewardship & transparency
2. FOUNDATION GRANTS & HOW TO APPLY
• District Grants
• Global Grants
• (Packaged Grants no longer used)
DISTRICT GRANTS
• A block grant that enables clubs and districts to carry out activities in their own communities or elsewhere
• Managed by the District - Rotary District Foundation Chair (JW), Rotary District Foundation Grants Chair (KH), District Governor (MS)
• Need to be aligned with the Foundation’s mission
• Can fund projects, VTT’s, scholarships, cultural exchanges, etc
•Can use up to 50% of the DDF
DISTRICT GRANTS - RECENT EXPANSION
•Youth programs - RYLA, YEP, Interact
• Activities primarily implemented by organisations other than Rotary
•Rotary events for educational purposes eg grant management seminars
•Construction (including low-cost shelters)
DISTRICT GRANT APPLICATIONS 2014-15
• 15 clubs applied end of Oct
• Applications totalled >AU$64,000 with US$33,494 available
• Clubs that received grant previous year not eligible
• 10 clubs + continued scholarship $3,400 each.
• Money forwarded March 2015 (2 yrs to complete)
1%
63%9%
9%
18%
Administration Community Development
Basic Education Food & Agriculture
Health
73%
9%
9%9%
Australia FranceNepal Tanzania
11 Club Grants for the year
Grant value US$33,494
Recipient Countries Areas of Focus
DISTRICT GRANTS
GLOBAL GRANTS
• Designed for large-scale humanitarian projects that have high impact and produce sustainable, measurable results
• Must have a budget of at least $30,000
• DDF money will be matched from the World Fund dollar for dollar, and other money (eg from club) 50c in the dollar
• Must lie within one of the 6 areas of focus.
AREAS OF FOCUS
Peace & conflict
resolution
Disease prevention &
treatmentWater &
sanitation
Economic & community
development
Maternal & child health
Basic education & literacy
GLOBAL GRANT APPLICATIONS 2014-15
• 5 applications so far - done online directly to TRF
• Kirabati Water project - Coffs Harbour - approved!• Midwife nurse training & supply of equipment Nepal
- Port Mac - working on meeting guidelines• Mera (Nepal) Primary school sanitation project - solar showers - Pt Mac Sunrise • Toilets for girls at schools - India - Tamworth• Joint ROMAC project to bring 12 chn to Aust for surgery
GLOBAL GRANTS EXAMPLE - PORT MACQUARIE
• Midwife nurse training and equipment supply in Nepal (Please note that the figures are not real!!)
• Budget of $30,000 - equipment $20,600; transport $1,400; Travel $3,500; Accom & Training $4,500
• Club $4000 WF Match $2,000• DDF $12,000 WF Match $12,000
• Total $30,000 - See how much could be achieved with a club input of only $4000!
VOCATIONAL TRAINING TEAMS
• A group of professionals travel to another country to learn or teach about their field - can be in either direction or in both.
• Can be funded by either District or Global grants
• Can vary in size, and in length of time
• Very flexible - can include Rotarians as long as they are training and not learning
FUNDING MODEL FOR D9650 2015-16 (all US$)
$126,905.14 contributed by D9650 clubs in 2012-13
50%To D9650
$63,452.57
50%To World fund
$63,452.57
District controlled Trustees controlled
DistrictDesignated Fund
(DDF)
World Fund
Other eg Permanent
Fund
Max of 50%For
District Grants$31,726.28
Min of 50%For
Global Grants$31,726.28
GlobalGrants
‘SHARE’
With rollover, $98,000 available When matched by World
Fund this can become $196,000!!
D9650 GRANT FOUNDATION MANUAL 2015-16
District
website
MEMORANDUM OF UNDERSTANDING
District website
CLUB QUALIFICATION PROCESS 2015-16
District
website
CLUB QUALIFICATION PROCESS 2015-16 ... extract
Rotary Club of (drop down list)Club member who attended PETS/DA/Muster ...........M of U read & understoodFinancial plan completed
Designated bank acctTwo Rotarian signatoriesRecords will be stored at...................
Bank statements will be kept
District website
District websit
e
ENTERING FOUNDATION GOALS ON NEW RI WEBSITE
Go to District website for full instructions if needed
DISTRICT GRANT APPLICATION
TYPICAL QUESTIONS IN A GLOBAL GRANT APPLICATION
OBJECTIVESWho will benefit?Where will it take place?When? Outline project implementationSUSTAINABILITYWhat community needs are being addressed and how were they identified? Provide relevant data or survey resultsDetail how you will address those needsHow were members of the community involved in planning. Does your project align with current local initiatives?Describe any training, community outreach or educational programs and who will conduct them.ETC ETC......
ROTARY PEACE FELLOWSHIPS
Enable people to• study a 2 year graduate degree in international relations, peace, and conflict resolution at one of 6 Rotary Peace Centres, one of which is the University of Queensland• 60 / yearOR• study a 6 month certificate in peace studies• 50 / year•Applications for 2017-18 available Dec.
•Funded by the World Fund
36.6%
Australia
Individual
Club
18.0%
New Zealand
Individual
Club
96.4%
3.6% Philippines
Individual
Club97.1%
2.9%Indonesia
Individual
Club
48% of Rotarians Contributing 43% of Rotarians Contributing
21% of Rotarians Contributing 7% of Rotarians Contributing
3. PATTERNS OF GIVING & USAGE PERSONAL GIVING v. OTHER GIVING BY COUNTRY
2010 - 2011
2011 - 2012
2012 - 2013
2013 - 2014
2014 - 2015
$0
$50,000
$100,000
$150,000
$200,000
$250,000
Annual Fund PolioPlus FundOther Funds Endowment Fund
FIVE YEAR TREND BY FUND (WHOLE YEAR D9650)
D9455
D9465
D9500
D9520
D9550
D9570
D9600
D9630
D9640
D9650
D9670
D9675
D9685
D9700
D9710
D9780
D9790
D9800
D9810
D9820
D9830
$223,784
$119,460 $143,912
$277,243
$116,183
$55,636
$128,885 $177,498
$141,119
$92,730
$98,190
$186,115
$343,520
$80,763
$137,619
$188,883
$146,075
$355,165
$266,278
$143,914
$110,672
AUST ANNUAL FUND CONTRIBUTIONS 2014-15 by District
4. WAYS TO SUPPORT THE FOUNDATION
1. Become a Centurion member:
• Contribute US$100 per year
• Tax deductible via Australian Rotary Foundation Trust
• Bank transfer / Credit card deduction • Count towards PHF
District website
WAYS TO SUPPORT THE FOUNDATION
2. Become a Sustaining Member
•Contribute more than US$100 per year
•Make payment in the same way as a Centurion
District website
WAYS TO SUPPORT THE FOUNDATION
3. Paul Harris Fellow
Paul Harris Fellow recognition is given to an individual who contributes (or in whose name is contributed) US$1,000, or more cumulatively to the Annual Fund, Polio Plus or approved Foundation Grant
District website
One Paul Harris
Society member per Club
100% of all members
to be EREY(Centurion)
Consider 15% of
Club Fund Raising to
TRF
Apply for a District Grant
Commit US$1500 to End Polio
Now
TRF to be part of every
Rotarian’s Charity Giving
SUGGESTED CLUB FOUNDATION PLAN
5. DISTRICT GOALS FOR THE FOUNDATION 2015-16
1. To substantially increase individual contributions to the Rotary Foundation as follows:
• Obtain through club and individual contributions a minimum of at least US $100 per member
• 25% of members contributing A $10 per month as Centurions.• 25 Paul Harris Society Members contributing A$100 per month
on an ongoing basis across the district• 2 new major donors contributing A$12,000• 100 benefactors making provision in their will to contribute
US$1,000 or more• 25 Bequest Society members making provision in their
wills to contribute US$10,000 or more
District website
DISTRICT GOALS FOR THE FOUNDATION 2015-16
2. To persuade the Rotarians in our district that:
•50% of donations to the Foundation come back directly to the control of our clubs and district•At least a further 25% and potentially more than the other 50% are available as grants from the world fund•The foundation is an excellent charity and deserves our support•Our clubs can work with Rotary clubs in Third World countries to make a real difference, leveraging the support available from the Rotary Foundation both at district and at internationallevel.
District website