Our Rotary Foundation Paul Beedham District Rotary Foundation

Our Rotary Foundation Paul Beedham District Rotary Foundation Chairman

Setting the scene

How did it all start? • 1917 – Rotary President Arch Klumph proposes an endowment for doing good • 1928 – Formally named The Rotary Foundation • 1947 – Paul Harris dies and Rotary sends out a telegram passing on his desire for donations to the Foundation in lieu of flowers… 3

The Mission • Original objective – “Doing Good in the World” • Mission statement – “To enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty” 4

How it works

A tale of three funds Annual Fund Donations Permanent Fund Polio Fund 6

Three year investment Annual Fund 2014 -15 2018 -19 Project Funding Permanent Fund Spendable Earnings 7

Global / Local Projects 50% of Every District’s Annual Fund World Fund District Designated Fund Per District (x 500+) 8

Balanced Global Funding • 2016 -17 Average Donations per Rotarian – Globally = $113 – District 1060 = $52 • We contributed less than half the average, but still have access to the same World Fund 9

District Designated Fund £ 24, 982. 64 50% of contributions 3 years prior 50 o pt DDF % U District Grants £ 12, 491. 32 Rollover and Transfers £ 4, 996. 53 Global Grants Transfer to another district Polio. Plus Donations Rotary Peace Centres Donations Unused DDF rolls over to next year £ 22, 484. 39 to Polio 10

Grants – Funding Projects

Types of Grant • The old world – Evolution over decades with different grants for each Foundation programme – Over 20 types of grant… • The new world – Vastly simplified system with two types of grant • District Grant • Global Grant 12

District Grants • Single ‘block’ grant awarded annually for Club and District projects • Local or international activities • Local decision making with broader guidelines • Smaller activities and projects 13

Global Grants • Area of focus • Community need (formal assessment required after 1 st July 2018) • • Community participation Long-term benefit (Sustainable) Measurable results US$30, 000 minimum budget 14

Areas of Focus • Peace and conflict prevention/resolution • Disease prevention and treatment • Water and sanitation • Maternal and child health • Basic education and literacy • Economic and community development

Global Grant Matching Host Contribution International Contribution Club(s) World Fund Matching Club(s) x 50% >= $30, 000 District (DDF) District(s) x 100% 16

Matching Example 1 Host Contribution Club $700 District $7, 000 International Contribution Club $700 District $7, 000 World Fund Matching Club(s) x 50% = $700 >= $30, 100 District(s) x 100% = $14, 000 17

Matching Example 2 Host Contribution Club International Contribution Club World Fund Matching Club(s) x 50% >= $30, 000 District $15, 000 District(s) x 100% = $15, 000 18

Guatemala Literacy Project 10, 192 5, 096 138 Clubs 24 Districts 1 Country Govt 140, 039 200, 000 World Fund $694, 092 138 Clubs Canada Rotary’s own Crowd Funding! 189, 929 149, 451 1060 Clubs 1060 DDF Other Clubs Canada World Fund 19

Qualification

The purpose of Qualification • Qualification provides Clubs with financial and stewardship controls for meeting Foundation requirements and managing grant-funded activities. • Clubs need to qualify before applying for Global and District grants. 21

Qualification Requirements • Attend a grant management seminar • Read, sign, and submit club “Memo Of Understanding” (MOU) to the District team • President and President Elect for 2018 -19 to sign • By signing the MOU, the Club agrees to comply with the requirements around stewardship and reporting 22

District Grant Specifics 23

Process 1. 2. 3. 4. 5. 6. 7. 8. Club qualifies Club submits proposal District Foundation Committee Reviews Accepted proposals requested to submit full application Funds allocated when full application accepted Club carries out project & submits report to close off grant Subsequent requests will skip the proposal step Limit of £ 1000 per Club per year 24

Criteria & Guidance 1. 2. 3. 4. 5. Meets Foundation Mission Club funding at least 50% of project costs Rotarian involvement in project Relative benefit to community (locally or internationally) Cost breakdown (can the application be scaled down if funding overcommitted? ) Remember that there is limited funding available, so any flexibility can help to accept a proposal in a reduced / modified form. 25

Recommendation • Funding is still available from the 2017 -18 District Grant • If you have a suitable project idea – Ideally with no time constraints • Submit it now for possible early funding – Or at least be in the first cycle for 2018 -19

Rotary Scholars – Link Event

Rotary Scholars Link Weekend 2017 -18 • 43 Scholars from 9 countries & 18 Rotarians • Talks, Skittles, Beetle Drive & plenty of networking… • One last time in September 2018. Can you help? 28

Polio Eradication

Polio Update • Only 22 cases of Wild Polio in 2017 and 8 so far in 2018 • Only 3 endemic countries – Pakistan (1), Afghanistan(7), Nigeria(0) • Please consider Crocus Corm planting to raise awareness • World Polio Day – 24 th October • See http: //foundation. rotary 1060. org. uk for the latest report (updated weekly). 30

How to contribute

Take advantage of HMRC! • Collect Gift Aid declarations from your Club members • Track their individual contributions • Submit a donation to Rotary Foundation (UK) – RIBI at Alcester • Include a breakdown of the members contributions for a 20% bonus! • Exclude the £ 9 subs contribution

Take advantage of HMRC! • Please consider becoming a Sustaining Member and donating personally to Our Rotary Foundation • Forms are available here!

External Views • CNBC rated the Rotary Foundation of Rotary International number 5 in its top 10 charities. Charities were chosen for changing the world while maintaining excellent financial standards. Rotary’s tremendous work in eradicating polio was highlighted. • Charity Navigator has given the Rotary Foundation a top 4 star rating for 13 consecutive years. • How do you rate Our Rotary Foundation?

Key Dates for 2018 • World Polio Day – 24 th October • Bradford Peace Seminar – 27 th October • District Foundation Seminar - TBC • Updates via Newsletters and on http: //foundation. rotary 1060. org. uk 35