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 - Goal: $100/yr (EREY) - Paul Harris Fellow ($1000) - Paul Harris Society ($1000/yr) - Benefactor (>$1000 bequest) - Bequest Society (>$10 K bequest) - Major Donor (>$10 K) - Arch Klumph Society (>$250 K)

The Rotary Foundation Recognition

The Rotary Foundation Programs • Polio Plus - Over 3 Billion children immunized - $900, 000 raised by Rotarians so far - We are 99. 99% “Polio Free” worldwide - Pakistan, Afghanistan & Nigeria • “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 WPV 1 cases (latest onset) Afghanistan: 18 (02 Aug 2019) Pakistan: 76 (13 Sep 2019) c. VDPV 1 cases (latest onset) Indonesia: 1 (27 Nov 2018) PNG: 1 (18 Oct 2018) Myanmar: 6 (31 Aug 2019) c. VDPV 2 cases (latest onset ) Angola: 18 (15 Aug 2019) Benin: 1 (30 Jun 2019) CAR: 10 (08 Sep 2019) China: 1 (25 Apr 2019) DRC: 34 (02 Sep 2019) Ethiopia: 2 (22 Jul 2019) Ghana: 2 (09 Sep 2019) Mozambique: 1 (21 Oct 2018) Niger: 4 (03 Apr 2019) Nigeria: 25 (08 Aug 2019) Philippines: 1 (26 Jun 2019) Somalia: 3 (08 May 2019) Endemic country (WPV 1) 1 Excludes viruses detected from environmental surveillance; 2 Onset of paralysis 09 Oct 2018 – 08 Oct 2019 Data in WHO HQ as of 08 Oct. 2019

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)

DDF and the World Fund Interest pays TRF Management Costs • Global Grants • Peace Fellows 3 -Year Investment District Decision. Making District Designated Fund (DDF) Rotary District Programs 50% } • District Grants • Global Grants • Local & Int’l. Scholars • Cultural Exchanges • Vocational Training Teams World Fund The Rotary Foundation World Fund Programs 50% PHF Recognition Local Club: Individual Donations $$ to Annual Programs Fund

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 • 35 Clubs Were Approved for District Grants – Worth $117, 946 (Previous High $88, 581 in 2016 -17) • District Grants Don’t Have to Be Matched by Club • Examples: – – – Food Banks; Back Packs Scholarships Andy & Elmer’s Reading; Dolly Parton Reading; Tutoring Soap Box Derby Literacy and Numeracy Tutoring ADA-Compliant Cabin

D 5520 Club-Related Global Grants • Global Grants Address the Six Areas of Focus • District 5520 Is VERY Active – 35 Clubs Supporting 29 Global Grants • • Alamogordo, Albuquerque, Alb. Del Norte, Alb. Del Sol, Alb. Rio Grande Angel Fire, Carlsbad, Chama Valley, Clovis, Deming El Paso Camino Real, Espanola, Farmington, Fort Stockton Hobbs, Las Cruces (RG), Las Cruces-Mesilla Valley, Las Vegas Los Alamos, Lovington, Marfa, Rio Rancho Sunrise, Roswell-Pecos Valley Santa Fe, Santa Fe Centro, Santa Fe del Sur, Santa Rosa, Silver City Socorro, Taos-Milagro, Tucumcari, West El Paso, White Sands (Alamogordo) – 26 Global Grants Worth $2. 204 M – 4 Submitted Global Grants Worth $192. 5 K

The Rotary Foundation Leveraging Purified Water At Your School • 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, 450 $7, 000 $1, 350 $500 $250 $3, 100 $15, 375 $36, 025

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*

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 • Global Grant Chair – Raffi Andonian (Santa Fe) • (314) 728 -1787 & Raffi. E. Andonian@gmail. com • Polio Plus Chair – Earl Waid (Rio Rancho) • (505) 298 -9341 & Earl@Rio. Rancho. Magazine. 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/2019/07/TRF-Resource. Guide-Z 2627 -July-2019. pdf

Resources • FY 19 Annual Foundation Committee Rpt https: //rotary 5520. org/sitepage/foundationcommittee-report-2019 • FY 20 Financial Management Plan https: //clubrunner. blob. core. windows. net/0 0000050134/en-ca/files/homepage/districtfinancial-management-plan-20192020/Rotary---D 5520 -FY 20 --2019 -20 -Foundation-Financial-Management. Plan. pdf

• Questions?

2020 -21 District Grant Program

2020 -21 (FY 21) District Grant Program Is Based on 2017 -18 (FY 18) Annual Giving - FY 18 APF Giving $281, 981. 52 - FY 18 APF-AOF Giving -$13, 617. 75 - Net FY 18 APF Giving $268, 363. 77 District Designated Funds (DDF) - D 5520 SHARE $134, 181. 90 - TRF World Fund $134, 181. 87 FY 18 DDF for District Grants $67, 090. 95

2020 -21 (FY 21) District Grant Program District Grant DDF - FY 18 APF Giving (1/4) - FY 19 Carry Forward (1/10) - FY 21 Endow Earnings (1/2) -- District Grant Funds $67, 090. 95 $17, 256. 47 $7, 452. 67 $91, 800. 09

2020 -21 (FY 21) District Grant Program District Grant Award - Baseline (15% of FY 18 APF) https: //clubrunner. blob. core. windows. net/00000050134/enca/files/homepage/district-grant-baselines/Rotary---FY 21 -District-Grant-Baselines. pdf

2020 -21 (FY 21) District Grant Program District Grant Award - Baseline (15% of FY 18 APF) - “Pot” and “Sweep-up”

2020 -21 (FY 21) District Grant Program Example 1: - Assume: 10 members, gave $1, 750 in FY 18 - 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 18 - 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 18 - 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 18 - 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/grant-basics-20202021/Rotary---Rotary-Year-2019 -20 --FY 20 --District. Grant-Basics. docx • FY 20 Financial Management Plan https: //clubrunner. blob. core. windows. net/000000501 34/en-ca/files/homepage/district-financialmanagement-plan-2019 -2020/Rotary---D 5520 -FY 20 -2019 -20 --Foundation-Financial-Management. Plan. pdf

• Questions?