The Rotary Foundation Simplified The Rotary Foundation Rotary

The Rotary Foundation Simplified

The Rotary Foundation

Rotary Foundation Motto & Mission Doing Good in the World …to enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty. COL Endorsed, April 2007

The Rotary Foundation Funding • The Rotary Foundation - Annual Goal: $100/yr (EREY) - Annual Polio. Plus Goal: $25/yr

The Rotary Foundation Recognition

The Rotary Foundation Recognition

The Rotary Foundation Recognition

The Rotary Foundation Programs • Polio Plus - Over 3 Billion children immunized - $2, 100, 000 raised by Rotarians so far - We are 99. 99% “Polio Free” worldwide - Pakistan, Afghanistan • “The Gates Challenge” - Match Rotarian contributions $2: 1 up to $50 M/year for 5 years. (Total $150 M/year) - ($42. 00/Rotarian)

Global WPV 1 & c. VDPV Cases 1, Previous 12 Months 2 Endemic country (WPV 1) 1 Excludes viruses detected from environmental surveillance; 2 Onset of paralysis 28 Oct. 2019 – 27 Oct. 2020

The Rotary Foundation Programs (cont’d) • Humanitarian Aid - Global Grants - District Grants

The Rotary Foundation Programs (cont’d) • Education - Global & District Scholarships - Centers for International Studies - Peace and Conflict Studies - District Cultural Exchanges and Global Vocational Training Teams (VTT)

The SHARE SYSTEM

The SHARE SYSTEM

The SHARE SYSTEM DDF 2016 -17 World Fund 2017 -18 2018 -19 2019 -20 2020 -21

How TRF Uses Our Money • 100% Supports Charitable Activities of Rotary • 50% Comes Back to the District - Global Matching Grant DDF - District & Global International Grants - Global and District Scholars - District Cultural Exchanges - Global Vocational Training Teams • 50% Goes to World Fund - Global Matching Grants (RI Match) - Peace Fellowships

FY 2019 -20 District Grants • 32 Clubs Were Approved for District Grants – Worth $88, 073 • District Grants Don’t Have to Be Matched by Club • Examples: – – – COVID-19 related Food Banks; Back Packs Scholarships Andy & Elmer’s Reading; Dolly Parton Reading; Tutoring Literacy and Numeracy Tutoring

D 5520 Club-Related Global Grants • Global Grants Address the Six/Seven Areas of Focus • District 5520 Is VERY Active – 40 Clubs Supporting 29 Global Grants • • Alamogordo, Albuquerque, Alb. Del Norte, Alb. Del Sol, Alb. Rio Grande Angel Fire, Belen, Carlsbad, Deming, El Paso, EP Camino Real Espanola, Eunice, Farmington, Fort Stockton, Grants, Gallup, Hobbs Las Cruces, LC (Rio Grande), LC-Mesilla Valley, Las Vegas, Los Alamos Lovington, Marfa, Raton, Rio Rancho Sunrise, Roswell-Pecos Valley, Ruidoso San Juan County, Santa Fe, SF Centro, SF del Sur, Santa Rosa, Silver City Taos-Milagro, Tucumcari, West El Paso, White Sands (Alamogordo) – 28 Global Grants Worth $1. 758 M – 2 Submitted Global Grants Worth $87. 2 K

The Rotary Foundation Leveraging Hypothetical Global Grant • D 4110 Clubs • Matched by D 4110 • D 5520 Clubs • Matched by D 5520 • Matched by TRF • Total Project Value - Club #1 - Club #2 - Club #3 - Club #4 $3, 450 $1, 000 $1, 500 $7, 000 - Club #1 - Club #2 - Club #3 - Club #4 $2, 000 $1, 000 $250 $5, 250 $12, 250 $37, 200

Areas of Focus • • Peacebuilding and Conflict Resolution* Disease Prevention and Treatment Water, Sanitation and Hygiene* Maternal and Child Health Basic Education and Literacy Community Economic Development* Supporting the Environment (FY 22 -)

Rotary Peace Fellows • 2 -Year Masters-Level Study – 5 Universities World-wide – Different Courses of Study • 3 -Month Certificate Course – Chulalongkorn University (Bangkok) • In mid-2000’s Santa Fe Sponsored Candidate to Chulalongkorn and Bradford University • In 2018 Hobbs Sponsored Candidate to Chulalongkorn • In 2019 Albuquerque Del Sol Sponsored Candidate to International Christian University (Tokyo) this Fall • Albuquerque Del Sol Sponsored Candidate to Chulalongkorn in February 2020

District 5520 Foundation Team • Foundation Committee Chair (DRFC) – Tom Walker (Albuquerque) • (505) 237 -0237 & ftwalker 1@comcast. net • District Grant Chair (DGSC) – Peter Falley (Silver City) • (575) 338 -2004 & falley@Silver. City. Rotary. org • Polio Plus Chair – Linda Woodward (West El Paso) • (575) 644 -6093 & lwoodward 6@gmail. com • Global Grant Chair Assistant – Bob Reid (Hobbs) • rjreid@okstate. edu

District 5520 Foundation Team • Paul Harris Society (PHS) – Mark Abramson (Albuquerque Del Sol) • (505) 639 -5782 & mark@losranchosgun. com • Triple Crown Circle (TCC) – Rick Akins (Rio Rancho Sunrise) • (505) 377 -4920 & randr@cableone. net • Peace Scholars – Alison Pannell (Los Alamos) • (505) 570 -0629 & livukenjani@yahoo. com

Resources • Rotary Foundation Reference Guide Rotary - TRF Reference Guide (219 -EN). pdf • Zone 26/27 TRF Reference Guide & Video https: //zone 2627. org/wpcontent/uploads/2020/08/TRF_AGO_GUID E_-Aug-Final. FY 21. pdf

Resources • FY 20 Annual Foundation Committee Rpt https: //clubrunner. blob. core. windows. net/0 0000050134/en-ca/files/homepage/annualfoundation-report/rotary---fy 20 -annualfoundation-committee-rep. pdf. FY 2 • Financial Management Plan https: //clubrunner. blob. core. windows. net/0 0000050134/enca/files/homepage/financial-managementplan-20 -21/Financial-Management-Plan 2020 -2021 --FY 2021 --dtd-3 -July-2020. pdf

• Questions?

2021 -22 District Grant Program

2021 -22 (FY 22) District Grant Program Is Based on 2018 -19 (FY 19) Annual Giving - FY 19 APF Giving $368, 495. 59 - FY 19 APF-AOF Giving -$9, 030. 09 - Net FY 19 APF Giving $359, 465. 50 District Designated Funds (DDF) - TRF World Fund $179, 732. 50 - D 5520 SHARE $179, 732. 75 FY 22 Endowment Earnings (1/2) $7, 500. 00 (est) TOTAL FY 22 DDF $187, 232. 75

2020 -21 (FY 21) District Grant Program District Grant DDF FY 22 D 5520 SHARE (1/2) FY 22 DDF for District Grants $187, 232. 75 $93, 616. 38

2020 -21 (FY 21) District Grant Program District Grant Award - Baseline (15% of FY 19 APF) https: //clubrunner. blob. core. windows. net/00000050134/enca/files/homepage/rotary-grant-baseline-20 -21/Rotary--FY 22 -District-Grant-Baselines--1 -. pdf

2020 -21 (FY 21) District Grant Program District Grant Award - Baseline (15% of FY 19 APF) - “Pot” and “Sweep-up”

2020 -21 (FY 21) District Grant Program Example 1: - Assume: 10 members, gave $1, 750 in FY 19 - Assume: Didn’t achieve $100/cap Then: - Baseline is 15% of $1, 750 or $262. 50 - No share of “pot” since didn’t achieve $100/cap Example 2: - Assume: 10 members, gave $1, 750 in FY 19 - Assume: Achieved $100/cap (at least $1, 000) Then: - Baseline is $262. 50 AND Pot Share is at least $2, 000 or a grant of at least $2, 262. 50

2020 -21 (FY 21) District Grant Program Example 3: - Assume: 10 members, gave $0 in FY 19 - Assume: Did achieve $100/cap (at least $1, 000) Then: - Baseline is 15% of $0 or $0. 00 - Pot Share is at least $2, 000 or a grant of at least $2, 000 Example 4: - Assume: 110 members, gave $21, 000 in FY 19 - Assume: Achieved $100/cap (at least $11, 000) Then: - Baseline is $3, 150 AND Pot Share is at least $2, 000 or a grant of at least $5, 150

Resources • District Grant Basics https: //clubrunner. blob. core. windows. net/000000501 34/en-ca/files/homepage/district-grant-basics-20202021/Rotary---Grants-101 --FY 22 -Version-. pdf • FY 21 Financial Management Plan https: //clubrunner. blob. core. windows. net/000000501 34/en-ca/files/homepage/financial-management-plan -20 -21/Financial-Management-Plan-2020 -2021 -FY 2021 --dtd-3 -July-2020. pdf

• Questions?