The Rotary Foundation 2015 16 D 9650 District

The Rotary Foundation 2015 -16 D 9650 District Training - Gunnedah 24 May 2015 PDG Ken Hall RDFC 2014 -15 PDG Jo Wilkin RDFC 2015 -16

OUTLINE 1. What is the Rotary Foundation & how does it work 2. Foundation Grants & how to apply 3. The role of the club Foundation Director 4. Ways to support the Foundation 5. Patterns of giving & usage 6. Presidential Citation & the Foundation 7. 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 endowment First contribution of $26. 50 came from the RC of Kansas City 1929 - first gift US$6, 700 to National Society for Crippled Children 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.

HISTORY 1947 - Death of Paul Harris Outpouring of donations - PH Memorial Fundto 18 fellows to study 1948 - grants overseas - Ambassadorial scholarship 1965 - Group Study Exchange 1979 - Pres Clem Renouf - program to immunise 6 million Philippino children against polio - Health, Hunger Humanity 1985 - & Polio Fund

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 Permanent Fund - gifts, wills, invested in perpetuity. Ensures long term viability. Interest used (World Fund, Peace Program) Polio. Plus 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

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.

FOUNDATION TRUSTEES 2015 -16 PRIP India USA Turkey PRIP Scotland PRIP USA USA Canada Brazil PRIP Japan Uganda Korea India Spain Gen Sec

WHO MANAGES THE FOUNDATION IN AUSTRALIA? Manager PDG Bruce Allen Fund developer Mark Anderson Administration - Krissy Aure-Canson

FOUNDATION VOLUNTEER TEAM RRFC Mac Hermoso EMGA Raffy Garcia Zone 7 A RRFC Monica Saville Zone 8 Part (John Barnes 2015 -16) EMGA Jim Studebaker Zone 7 b Part 8 RRFC Joanne Schilling EMGA Ross Forgione

FOUNDATION VOLUNTEER TEAM Joanne Schilling Regional Rotary Foundation Chair Ross Forgione Endowment / Major Gift Advisor These two are on the Board of the Australian Rotary Foundation Trust, along with 9 others

POLIOPLUS Remains Rotary’s top priority as an • 1985 - 350, 000 cases. NGO • 2013 - 399 cases • India declared polio free March 2014 • 2014 - 411 • 2015 - 23 cases so far - (22 Pakistan, 1 Afghan. ) • No cases in Nigeria for 6 Mths • No cases anywhere since 29 March! See the Global Eradication Initiative website for up-to-date numbers & information Funded by Polio. Plus Fund and DDF

Eradication Program not always easy: On 20 April, four UNICEF colleagues were killed in the attack on a UN vehicle in Garowe, Somalia. Among them were two staff working in the Global Polio Eradication Initiative - delivering Polio, Routine Immunization and Communication programmes in Somalia. Payenda Gul had been a polio eradicator since 1999, working to protect children in Afghanistan, Nigeria and Somalia. Brenda Kyeyune had joined the team in 2014, working to make sure communities are engaged in polio eradication.

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 / year OR • study a 6 month certificate in peace studies • 50 / year

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

DISTRICT GRANTS - RECENT EXPANSION • Youth programs - RYLA, YEP, Interact • Activities primarily implemented by organisation other than Rotary • Rotary events for educational purposes eg grant management seminars • Construction (including low-cost shelters)

DISTRICT GRANTS 2013 -14 BY RECIPIENT COUNTRY & AREA OF FOCUS Recipient Countries Areas of Focus Australia 36% France 11% PNG 9% Samoa 11% USA 12% Vanuatu 14% Zimbabwe 7% Health Education Community Devt Travel Water 14% 34% 9% 12% 31% Australia France Health PNG Education Samoa Comm Devt USA Travel Vanuatu Water Zimbabwe 14 Grants for the year

DISTRICT GRANTS 2014 -15 BY RECIPIENT COUNTRY & AREA OF FOCUS Recipient Countries Australia 75% France 8. 33% PNG 8. 33% Samoa 8. 33% Areas of Focus Community Devt Health Education Food & Ag Australia France Nepal Tanzania 11 Grants for the year 63% 18% 10% Comm Devt Health Education Food & Ag

DISTRICT GRANT APPLICATIONS 2014 -15 • 15 clubs applied end of Oct • Applications totalled >$64, 000 with US$33, 494 available • Clubs that received grant previous year not eligible • 10 clubs + continued scholarship $3, 400 each.

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) 50 c in the dollar • Must lie within one of the 6 areas of focus.

AREAS OF FOCUS Peace & conflict resolution Maternal & child health Disease prevention & treatment Basic education & Water & sanitation Economic & community development

GLOBAL GRANT APPLICATIONS 2014 -15 • 4 Applications so far - done online directly to TRF • Kirabati Water project - Coffs Harbour submitted • Midwife nurse training & supply of equipment Nepal - Port Macquarie awaiting authorisation • Mera (Nepal) Primary school sanitation

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

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

FUNDING MODEL FOR D 9650 2015 -16 (all US$) $126, 905. 14 contributed by D 9650 clubs in 2012 -13 50% To D 9650 $63, 452. 57 ‘SHARE’ District controlled District Designated Fund (DDF) Max of 50% For District Grants $31, 726. 28 Min of 50% For Global Grants $31, 726. 28 To World fund $63, 452. 57 Trustees controlled World Fund Other eg Permanent Fund Global Grants With rollover, $98, 000 available When matched by World Fund this can become $196, 000!!

D 9650 GRANT FOUNDATION MANUAL 2014 -15 District website Page 4: Approval from the District Committee must be sought before Global grant project applications are started on the RI 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/Foundation seminar. . . M of U read & understood Financial plan completed Designated bank acct Two Rotarian signatories Records will be stored at. . . . . Bank statements will be kept District website

MEMORANDUM OF UNDERSTANDING District website

ENTERING FOUNDATION GOALS ON NEW RI WEBSITE Go to District website for full instructions if needed District website

3. ROLES & RESPONSIBILITIES OF FOUNDATION DIRECTOR What is the role of the Foundation Director and committee in the club? How can you help educate members about the Rotary Foundation? How does your club set its Foundation giving goals? What makes a goal effective? How can you help your club meet those goals? District website

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 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

WAYS TO SUPPORT THE FOUNDATION 4. Multiple Paul Harris Fellow recognition is given at subsequent US$1, 000 levels up to US$9, 000. Recognition consists of a pin with stones corresponding to the recognition level. There are 5 levels of sapphire and 3 levels of ruby recognition. District website

WAYS TO SUPPORT THE FOUNDATION 5. Paul Harris Society The Paul Harris Society recognises those Rotarians and friends who personally contribute US$1, 000 or more on an annual basis, to The Annual Fund, Polio Plus or approved Foundation grant. Contributions can be monthly, quarterly or annually. District website

WAYS TO SUPPORT THE FOUNDATION 6. Major Donor This recognition is for individuals or couples who have a combined personal contributions of US$10, 000 or more. Donors receive a crystal recognition as well as a wearable recognition. There are four levels of recognition. Level 1 – US$10, 000 to US$24, 999. 99 Level 2 – US$25, 000 to US$49, 999. 99 Level 3 - US$50, 000 to US$99, 999. 99 Level 4 – US$100, 000 to US$249, 999. 99 District website

5. PATTERNS OF GIVING & USAGE PERSONAL GIVING v. OTHER GIVING BY COUNTRY Australia 36, 6% New Zealand 18, 0% Individual Club 21% of Rotarians Contributing 7% of Rotarians Contributing Indonesia 2, 9% 97. 1% 48% of Rotarians Contributing Individual Club 3. 6% Individual Club Philippines 96, 4% 43% of Rotarians Contributing Individual Club

ZONE 8 AUSTRALIA PATTERN OF GIVING Per Capita $140, 00 $120, 00 $100, 00 $80, 00 $60, 00 $40, 00 $20, 00 $0, 00 2004 -05 2005 -06 2006 -07 2007 -08 2008 -09 2009 -10 Per Capita 2010 -11 2011 -12 2012 -13 2013 -14

HOW THE MONEY WAS USED WORLD-WIDE IN 2013 -14 Global Grants 859 $52. 4 m 3, 387 Clubs 8, 102 Clubs District Grants 492 $23. 3 m Packaged Grants 18 $0. 5 m Polio 81 $128. 95 m

GLOBAL GRANTS WORLD-WIDE BY AREA OF FOCUS Peace and Conflict Prevention/Resolution – 66 Grants 46 Disease Prevention and Treat. – 265 Grants 66 121 Water and Sanitation – 189 Grants Maternal and Child Health 265 69 – 69 Grants Basic Education and Literacy – 121 Grants 189 Economic and Community Development – 149 Grants

6. PRESIDENTIAL CITATION

NON-GIVING CLUBS 50 45 40 39 34 35 33 30 30 24 25 24 24 24 23 23 21 20 15 9 10 5 0 Jul Aug Sep Oct Nov Dec Non Giving Clubs 2013 -14 Jan Feb Mar Apr Non Giving Clubs 2012 -13 May Jun

PER CAPITA GIVING Annual Fund Per Capita $120, 00 $100, 00 $80, 00 $60, 00 $40, 00 $20, 00 $0, 00 2004 - 2005 - 2006 - 2007 - 2008 - 2009 - 2010 - 2011 - 2012 - 2013 - 2014

PERSONAL DONORS COMPARED WITH MEMBERSHIP 1 800 1 600 1 400 1 200 Clubs with Paul Harris Society Members 1 000 • Inverell • Port Macquarie west • Taree on Manning • Wauchope 800 600 400 200 30 57 2009 -10 2010 -11 115 2011 -12 2012 -13 175 0 EREY Members 2013 -14

MEMBERSHIP BY RECOGNITION IN D 9650 46 12 4 6 0 Benefactors Paul Harris Society Major Donors Bequest Society Arch Klumph Society

7. 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 District website 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 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 District countries to make a real difference, leveraging the website support available from the Rotary Foundation both at district and at international level.

FINAL WORD Encourage giving to the Foundation Consider applying for a District Grant (by end of October) How could you use a District Grant in your town? OR WHOLE Ppt is on How could your club undertake a major District website project using a Global Grant? ‘DOING GOOD IN THE WORLD’ in 2015 -16?