FOUNDATION BASICS Juanita Cawley District Rotary Foundation Chair

FOUNDATION BASICS Juanita Cawley, District Rotary Foundation Chair April 1, 2016 2015

RI MISSION Rotary International (RI) – Founded 1905 Motto: Service Above Self Mission Statement: The Mission of Rotary International is to provide service to others, promote integrity, and advance world understanding, goodwill, and peace through its fellowship of business, professional, and community leaders. 2015

TRF MISSION The Rotary Foundation (TRF) – Founded 1917 Motto: Doing Good in the World 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. 2015

AREAS OF FOCUS 2015

BUILDING SUSTAINABLE PROJECTS • Community participation • Materials and technology • Funding • Knowledge • Motivation • Evaluation 2015

PROJECT PLANNING Lifecycle of a Service Project webinar series www. rotary. org/webinars 2015

FEATURES OF A DISTRICT GRANT • A single block grant awarded annually for club and district projects • Local or international activities • Local decision making with broader guidelines • Smaller activities and projects 2015

DISTRICT GRANT ACTIVITIES • Include active Rotarian participation • Adhere to stewardship guidelines • Demonstrate cultural sensitivity • Align with the Foundation’s mission 2015

GLOBAL GRANTS • • Align with an area of focus Have measurable results Respond to a community need Include active community and Rotarian participation • Strengthen knowledge, skills, resources • Have long-term, sustainable benefits • Have a budget of at least $30, 000 2015

ANNUAL GRANT QUALIFICATION REQUIREMENTS • Attend a Grant Management Seminar • Sign & Adhere to Club Memorandum of Understanding. • Be current in reporting on all existing Global Grants • Agree to & Submit the Signed Club Memorandum of Understanding Addendum 2015

STEWARDSHIP Stewardship is the responsible management and oversight of grant funds, which ensures that funds are used properly and benefit populations in need. 2015

SCHOLARSHIPS Scholarships can be funded by • Global grants • District grants 2015

GLOBAL GRANT SCHOLARSHIPS • Graduate level • Study periods of 1 -4 years • Alignment with the areas of focus o Previous work, volunteer, and study experience o Academic program o Future career plans (immediate and long-range) • Host and international sponsors • $30, 000 minimum budget 2015

DISTRICT GRANT SCHOLARSHIPS More flexible in terms of: • Level of study (secondary, university, or graduate studies or certificate programs) • Location (local or international) • Length • Field of study • Cost Managed by district 2015

VOCATIONAL TRAINING TEAMS Traveling groups of professionals: • Learn about their vocation • Teach professionals about a particular field • Strengthen knowledge and skills 2015

ROTARY PEACE CENTERS Rotary Peace Centers offer master’s degrees or professional development certificates in fields related to peace studies and conflict resolution. 2015

ALUMNI AROUND THE WORLD 2015

ALUMNI • • Interact Rotary Youth Exchange New Generations Service Exchange • Rotary Youth Leadership Awards (RYLA) • Rotary Peace Fellowships • Rotary Scholarships (global grants and district grants) • Vocational training teams (members and leaders) • Ambassadorial Scholarships • Grants for University Teachers • Group Study Exchange (members and leaders) • Rotary Volunteers 2015

ROTARY ALUMNI Encourage alumni to maintain a lifelong relationship with Rotary: • • • Service project participation Rotary club membership Rotaract club membership Alumni association activities Contributions to the Foundation 2015

SUPPORTING THE ROTARY FOUNDATION Polio. Plus Fund End Polio Now Annual Fund For Support Today Endowment Fund To Secure Tomorrow 2015

END POLIO NOW: MAKE HISTORY TODAY 2015

Annual Fund SHARE $1, 000 Earnings pay for TRF administration YEAR 1 District Designated Fund (DDF) YEAR 2 50% = $500 YEAR 3 • S 50% = $500 Wo rld Fun Share 2015

Annual Fund SHARE $1, 000 YEAR 1 District Designated Fund (DDF) YEAR 2 50% = $500 YEAR 3 • S 5% = $50 Earnings pay for TRF administration 45% = $450 Wo rld Fun Share 2015

ANNUAL FUND • Primary funding source for Foundation grants and activities • Supports local and international grants through the SHARE system • Contributions are credited to donor’s club and applied to club’s goal 2015

ENDOWMENT FUND • Contributions are professionally invested • Only the earnings are spent 2015

ROTARY PEACE CENTERS MAJOR GIFTS INITIATIVE • The goal is to fully endow the program • $150 million by 2017 • Focus on major gifts 2015

EVERY ROTARIAN, EVERY YEAR 100% Member Participation 2015

PAUL HARRIS FELLOW A person who contributes $1, 000 or in whose name $1, 000 is contributed 2015

PAUL HARRIS SOCIETY MEMBER Contributes $1, 000 each year to the Annual Fund, Polio. Plus, or approved grants 2015

BEQUEST SOCIETY Provision in estate plan totaling $10, 000+ Examples: living will, life insurance policy 2015

MAJOR DONOR • Personal outright or cumulative gifts of $10, 000+ • Cash, life income agreements, bequests, real estate, or securities 2015

ARCH KLUMPH SOCIETY • Trustees Circle $250, 000+ • Chair’s Circle $500, 000+ • Foundation Circle $1 million+ 2015

CLUB RECOGNITION 100% Foundation Giving Club • 100% Members Give to any TRF Fund as of June 30; • $100+ Average. $25 minimum 100% Every Rotarian Every Year • 100% Members Give to Annual Fund as of June 30; • $100 average, $25 Minimum 100% Paul Harris Society Club • 100% Members Give to any TRF Fund except Endowment as of June 30; • $1, 000+ Minimum 2015

TAKE ACTION • Give to The Rotary Foundation • Subscribe to Grants and Giving e-newsletter (Profile page on My Rotary) • Subscribe to Visions e-newsletter (Profile page on My Rotary) • Learn more at rotary. org (My Rotary) 2015

LEARN MORE Visit The Learning Center at http: //learn. rotary. org ① Rotary Foundation Basics ② Rotary’s Areas of Focus ③ Rotary Grants: Building A Global Grant ④ Rotary Club Central Resources 2015

Save the Date! June 10 -14, 2017 2015

QUESTIONS? Email Contact: drfc 7610@cox. net District Rotary Foundation Chair PDG Juanita Cawley 804 -843 -2017 2015