The Rotary Foundation District 9500 Rotary Foundation Seminar

The Rotary Foundation District 9500 Rotary Foundation Seminar 3 rd November, 2013. DRFC Ed King

The Rotary Foundation The Foundation is 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.

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.

The Rotary Foundation • 1917 - Started as Endowment Fund ($26. 50) • 1929 - First Donation ($500 to Crippled Children) • 1932 - $50, 000 Balance in Bank • 1937 - $2 million Fundraising Goal Set • 1939 - 45 – WWII Setback • 1947 - Passing of Paul Harris • $10. 00 gift to honour PH sees funds pour in exceeding $1. 775 m. TRF • 1957 - PHFs established. Underway!

Need for Future Vision Plan Ø Immense growth Ø Relevance in philanthropic world Ø Sustainability, significance, simplification

Future Vision Plan Goals Ø Focus service efforts to increase impact Ø Simplify programs and processes Ø Support global and local efforts Ø Increase sense of ownership for districts and clubs Ø Enhance Rotary’s public image

New Grant Model District Grants Global Grants Packaged Grants

District Grants Ø Single “block” grant awarded annually Ø Local or international activities Ø Activities align with the mission Ø Local decision making, with broader guidelines Ø Smaller activities and projects <15 K

Global Grants Ø Long-term projects Ø Sustainable outcomes Ø Larger grant awards aligned with Areas of Focus (over 30 K) Ø World Fund match Ø 100% with DDF Ø 50% Cash Contributions Ø Primary Host Sponsor and International Sponsor

6 Areas of TRF 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

Promoting Peace Ø Today, 42 million people are displaced by armed conflict or persecution. Ø Through our partnerships with several leading universities, Rotary Peace Fellows develop Ø the skills to strengthen peace efforts, Ø train local leaders to prevent and mediate conflict, Ø support long-term peace building in areas affected by conflict. Ø We provide up to 100 peace fellowships per year at Rotary Peace Centres

Fighting disease Ø More than 100 million people are pushed into poverty each year because of medical costs. Ø We aim to improve and expand access to lowcost and free health care in underdeveloped areas. Ø Our members educate and mobilize communities to help prevent the spread of major diseases such as polio, HIV/AIDS, and malaria. Ø Many of our projects ensure that medical training facilities are located where the workforce lives.

Providing clean water More than 2. 5 million people lack access to adequate sanitation facilities. Ø At least 3, 000 children die each day from diarrheal diseases caused by unsafe water. Ø Our projects give communities the ability to Ødevelop and maintain sustainable water and sanitation systems and Øsupport studies related to water and sanitation.

Saving mothers and children Ø At least 7 million children under the age of five die each year due to malnutrition, poor health care, and inadequate sanitation. Ø To help reduce this rate, we provide Ø immunizations and antibiotics to babies, Ø improve access to essential medical services, Øsupport trained health care providers for mothers and their children. Ø Our projects ensure sustainability by empowering the local community to take ownership of health care training programs.

Supporting education Ø Sixty-seven million children worldwide have no access to education Ø More than 775 million people over the age of 15 are illiterate. Ø We aim to strengthen the capacity of communities to Øsupport basic education and literacy, Øreduce gender disparity in education, Øand increase adult literacy.

Growing local economies Ø Nearly 1. 4 billion employed people live on less than $1. 25 a day. Ø We carry out service projects that enhance economic and community development and develop opportunities for decent and productive work for young and old. Ø We also help strengthen local entrepreneurs and community leaders, particularly women, in impoverished communities.

Packaged Grants Ø Work with Strategic Partners Ø Predesigned projects Ø Funded entirely by World Fund & Strategic Partner Ø Aligned with an area of focus

Rotary Foundation FUNDS Funds are received as: - The Rotary Foundation is your Foundation. Annual Programs Fund The Permanent Fund Polio Plus

Foundation Funding Annual Fund Contributions SHARE System Permanent Spendable Fund Earnings Polio. Plus Fund

SHARE System • Divides Annual Fund contributions between – District Designated Fund (DDF) – World Fund • Transforms contributions into grants, etc. • Allows clubs to determine how district contributions are spent

TRF Money Flow Rotarian Contributions DDF Share (District Designated Fund) Investment Earnings World Fund TRF Program Funding

Understanding SHARE Spend Select Participants YEAR 3 YEAR 2 Plan/Allocate YEAR 1 Contribute 50% World Fund Earnings Pay TRF Administrative Expenses 50% District Designated Funds (DDF) Matching Grants District Simplified Grants Vocational Training Team (VTT) Matching Grants Health, Hunger and Humanity Grants (3 -H) Ambassadorial Scholarships Rotary Peace Centers Additional VTT Team Rotary Peace Centers

Three Needs, Three Ways of Giving End Polio Now Annual Programs Fund To Support Today Permanent Fund To Secure Tomorrow

AF - SHARE 3 - Year Cycle 2009 2010 2011 2012 2013 2014 2015 Funds from Annual Giving available to districts 3 years after they are contributed - through SHARE Contributions to the Annual Programs Fund made in 2010 -11 are now available in 2013 -14 Contributions made in 2011 -12 available in 2014 -15

Contributing to the Foundation Clubs Annual Fund Polio Plus Permanent Fund Six Areas of Focus Disaster Recovery Matching Grants Personal EREY Centurions Paul Harris Fellow Paul Harris Society Major Donor Arch Klumph Society All except Permanent Fund & Disaster Recovery accrue PHF Recognition points All are Tax Deductable except Permanent Fund & Disaster Recovery if given via TARFT

The Annual Programs Fund is the main source of funding for Educational and Humanitarian programs. S Centurion membership – $100 per year Paul Harris Fellow – US$1, 000 recognition Paul Harris Society – Annual US$1, 000 giving Contributions to The Australian Rotary Foundation Trust are tax deductible.

How Have We Performed ?

Contribution by Fund 2012 -13

What if we don’t use all our $$$ It is not lost in roll-over 2010 -11 2011 -12 2012 -13 Funds Raised Unused DDF is calculated; districts notified in May 2013 -14 2014 -15 Funds Spent Unused DDF rolls forward to the next year for use in Global Grants

District Ranking

What is “Sustainability”? The Rotary Foundation describes ‘Sustainability’ as: “The capacity for maintaining long-term outcomes to serve the needs of a community after grant funds have been expended. ”

Sustainable Projects Global Grants are an investment in longlasting change Project Characteristics: Ø Community fit Ø Materials/Technology Ø Funding Ø Knowledge Ø Motivation Ø Evaluation Planning Phase ) ) )Implementation ) Reporting

Key Points to Remember Ø Community Needs Identified Ø Local Support Evident Ø Six Areas of Focus Ø Ø Ø Peace & Conflict resolution Disease Prevention/Control Water & Sanitation Maternal & Child Health Basic Education & Literacy Economic & Community Development Ø Project is Sustainable Ø Measurability Ø Active Rotarian Involvement

Bill Gates gives to The Rotary Foundation Why don’t you? So we can do good in the world

Questions?

The Rotary Foundation Thank You

Participation* by Member by District *Personal Giving Members to THE ROTARY FOUNDATION