The Rotary Foundation District 7870 Maximizing Rotary Foundation

The Rotary Foundation District 7870 Maximizing Rotary Foundation Effectiveness District Assembly April 6, 2013

Outline • • • The New Foundation Grants Our Decision Logic Our Budgeted Programs Giving Goals How to give Broad Audience – I’ll try to keep it simple!

Funding Needed • 2011 -12 Matching Grant • Hospital Upgrade, Lahore Pakistan – Korean Partner has dropped out – Need additional funding to replace – If you or your club is interested: • Please see Steve Puderbaugh, Raymond Area Rotary Great Opportunity to “Do Good in the World”

Three Grant Types Packaged Grants District Grant Global Grants

Grant Types District Grant • Single “Block” Grant • No Foundation Match • Local or International, consists of multiple parts: – Group Study Exchange Team – Small Vocational Training Team – Small Local Grants similar to former District Simplified Grants We propose to do GSE only – Save DDF for Global Grants

Global Grants Grant Types • • Large ($30, 000 to $200, 000) International Sustainable/Humanitarian Focus 3. 5 to 1 Match – $8, 571 contribution funds a $30, 000 Grant • Can do – Global Scholar – Humanitarian Projects – Vocational Training Team We propose to do all three – Best bang for our buck!

Packaged Grants Med/Training Grant Types • • Centrally Managed by Rotary Clubs may participate “for free” Currently low availability Future promise Microfinance Graduate Water Education Voc. Training, Nurses Could use a volunteer to study and promote

Decision Logic District Designated Funds (DDF) • 3 Years ago our Clubs & Rotarians gave $180, 000 • It was invested for 3 years. The proceeds fund our Rotary Foundation • 100% is now ready to spend: – $90, 000 becomes District Designated Funds (DDF) – $90, 000 goes to the World Fund. We control how our DDF is spent! If we are wise, we can also control how the World Fund is spent!

Decision Logic Club Spending in Context 1700 1800 $1, 800, 000 Club Projects* 1600 $1, 700, 000 1400 $100, 000 – Local (95%) – Int. (5%) 1200 Foundation** $180, 000 – Local (10%) – Int. (by us) (40%) – Int. (by TRF) (50%) • • Matching our grants Polio GSE Matching other District’s grants * $800/Member/Year 1000 18, 000 $72, 000 600 $90, 000 400 800 200 * * $78/Member/Year 0 18 Local Club $$ 100 162 International Our Foundation $$

Decision Logic How to spend our $90, 000 DDF? • Local + International – District Grant (max) $45, 000 • GSE • VTT • “DSG” $13, 000 $19, 000 – Global Grants $45, 000 $13, 000 – 6 Global Grants $77, 000 • 1 Scholar $15, 000 • 1 VTT $15, 000 • 5 Grants $47, 000 $15, 000 $52, 500 • Club $7, 500 • DDF $45, 000 – Total – District Grant • GSE Team only • No Small VTT • No local grants • 1 Scholar $15, 000 • 1 VTT $15, 000 • 1. 8 Grants $15, 000 – Club/Ind. Contr. – World Fund • All International – Club/Ind. Contr. – World Fund • Club • DDF $157, 500 – Total $47, 000 $100, 500 $23, 500 $77, 000 $237, 500 $18, 000 (1%) local reduction = $80, 000 more for International

Decision Logic How to spend our $90, 000 DDF? International Only 250000 Local & International 180000 160000 140000 120000 100000 80000 60000 40000 20000 0 150000 100000 50000 an ts To ta l Gr ra nt ct G Gl st ri Di Gr al ob DDF 0 an ts To ta l ra nt DDF t. G Clubs Members al Clubs Members World Fund ob World Fund Gl ric st Di 200000

Our Foundation Programs District Grant • GSE Only – Sweden? District Grant – Chair – PDG Chris Parkinson – Schedule • October Team and Team Leader Selection • April-May Team Exchange • No Small Local Projects (think DSG) Any Clubs or Rotarians with concerns please contact me.

Our Foundation Programs Humanitarian Grants/VTT • Global Grants Chair – Macy Lawrence • Clubs wishing to lead a Global Grant – – – Contact Macy or Me Attend the Grants Seminar (time/place TBD) Become Qualified as a Club Partner with a Host Club overseas Plan Grant/Raise Funding/Execute • Schedule – Each grant scheduled Individually – Apply as early as April 2013, as late as March 2014 – Two years to complete Fabulous opportunities to “Do Good in the world!” Global Grants

Our Foundation Programs Global Grants, Tentative Subject Lead Club Equip Hospital, Nicaragua Woodstock $60, 000 $16, 000 Electrify Orphanage, Entebbe Ludlow $30, 000 $8, 000 Burn Unit in Peshawar TBD $60, 000 $16, 000 Nutrition in India Hollis-Brookline $60, 000 $16, 000 VTT, RISE Rollout Deerfield Valley $30, 000 $8, 000 Global Scholar District $30, 000 $15, 000 VTT Sweden Wantastiquet? $30, 000 $15, 000 Mongolia Hospital Project* Capital City $60, 000 $16, 000 $360, 000 $110, 000 Total Cost DDF Budget * $15, 000 Carry Forward From 2012 -13 We have enough Global Grants in draft to consume 100% of our DDF.

Our Foundation Programs Global Scholar Global Grants Scholarship Chair – John Jude Funding – $15, 000 DDF, $15, 000 World Fund Even without soliciting, 3 Clubs have candidates High Hurdle – Study must be in an area of focus Schedule – Floating Enroll as early as 4 months after selection • Review Process - Floating • • • Most Difficult part of New Grant Process May have to skip a year

Your Club Goals (due today) • Annual Giving Goal – Paul Harris Fellowship – Every Rotarian Every Year • Polio Plus Giving Goal – Same, but designated for Polio • Permanent Fund Giving Goal – Major Donors – Bequests

Reasons to Give to the Foundation • • • To “Do Good in the World” To achieve Club & Club Member Goals To Eradicate Polio To Strengthen Rotary To leave a Rotary Legacy • To get recognition (most common/least worthy) • To get money back (poor business decision)

Check the Right Box! • Annual Fund The primary source of funding for Foundation grants and activities worldwide. Eligible for Paul Harris Fellow recognition. Only gifts to Annual Fund-SHARE will generate District Designated Funds (DDF). q Annual Fund - SHARE (supports grants and activities chosen by clubs in your district) q Annual Fund - World Fund q Annual Fund - Peace and conflict prevention/resolution q Annual Fund - Disease prevention and treatment q Annual Fund - Water and sanitation q Annual Fund - Maternal and child health q Annual Fund - Basic education and literacy q Annual Fund - Economic and community development Also, feel free to give to Polio, The Peace Centers or directly to a Global Grant

“Doing Good in the World!”