The Rotary Foundation TRF 101 Rotary Foundation Mission

  • Slides: 32
Download presentation
The Rotary Foundation (TRF) 101

The Rotary Foundation (TRF) 101

Rotary Foundation Mission To enable Rotarians to advance world understanding, goodwill, and peace through

Rotary Foundation Mission To enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty

Agenda § What the Rotary Foundation is NOT § History § Bang for your

Agenda § What the Rotary Foundation is NOT § History § Bang for your Buck! (What $100 a year buys you) § 6 Areas of Focus § Follow the money § Grants § District 7430 Grant process § A few Morning Star Projects § Wrap up

What the Foundation is NOT • The Rotary Foundation has nothing to do with

What the Foundation is NOT • The Rotary Foundation has nothing to do with the OPERATING Budget of our Club, or your dues • And usually has nothing to do with the Charitable Budget of our Club • For the most part, Foundation is INDIVIDUAL Donations that are ENCOURAGED by the CLUBS.

A Little History … • First Rotary meeting Feb 23, 1905 in Chicago with

A Little History … • First Rotary meeting Feb 23, 1905 in Chicago with Paul Harris and 3 others. • The IDEA of the Foundation 1917 by Arch Klumph (RI president at that time) Wanted to start an endowment § By 1923 the Foundation had only $700 § By 1927 it was up to $50, 000 • First Donation in 1929: For Society for Crippled Children for $500 • Concept of EREY Started in 1942 with a $5 donation

A Little (more) History … • World War II limited donations to and focus

A Little (more) History … • World War II limited donations to and focus on the Foundation • Afterwards, the focus was still mostly on fellowship and relief for Rotarians affected by the war • Paul Harris died in 1947, and donations were made in his name – By 1948, contributions exceed $1. 7 mn • Study fellowships to students from 12 countries • $15, 000 to war relief assistance to 150 families – By 1954 - $3. 5 mn and new contributions – By 1955, Rotary’s 50 th anniversary, new contributions reach $500, 000 – 1957 – “Paul Harris Fellow” award announced: One who contributes $1, 000 to the Foundation – 1968: “Sustaining Member” is one who gives $100/year – By 1995 there were 500, 000 Paul Harris Fellows

Bang for your $Buck - $100 a year buys … The Foundation is the

Bang for your $Buck - $100 a year buys … The Foundation is the financial “engine” that makes Rotary work. It includes: 1. Service Opportunities 2. Humanitarian Projects (in the 6 Areas of Focus) 3. Scholarships 4. Vocational Programs AND Polio Eradication!

AREAS OF FOCUS (funded by GRANTS) • • • Peace and Conflict Prevention/Resolution Disease

AREAS OF FOCUS (funded by GRANTS) • • • Peace and Conflict Prevention/Resolution Disease Prevention and Treatment Water and Sanitation Maternal and Child Health Basic Education and Literacy Economic and Community Development

Follow the Money

Follow the Money

The Rotary Foundation Income Annual Fund Used in 3 Yrs. Restricted Polio, Donor Advised,

The Rotary Foundation Income Annual Fund Used in 3 Yrs. Restricted Polio, Donor Advised, Memorials, Disaster Recovery Benefactor Bequest $1, 000 pledge Society Endowment Disbursements $10, 000 pledge Endowment Only earnings are spent on programs Major Donor $10, 000+ cash Arch Klumph Society $250, 000+ Sustaining Member $100/yr. EREY up to $100/year Paul Harris Fellow $1, 000 total District World Fund Share Designated Fund (General) 50% (DDF) 50% 3 rd Yr APF • Global Grants Match • Peace Centers Paul Harris Society • District Grants up to 50% of DDF • • Global Grants Polio Other Districts Peace Centers $1, 000/yr. to APF or Polio $$ Support $$ Individual Rotarians, Clubs, Districts, Corporate Matching Gifts, Other Foundations, Trusts, Insurance, Estate Plans, and Friends $$ Beneficiaries $$ Intl Partners, Scholars, Communities, Families, Children

Who makes the decisions? • Morning Star Rotary Club: – Our Foundation and District

Who makes the decisions? • Morning Star Rotary Club: – Our Foundation and District Grant Committees shepherd grant applications thru the process. – Any club member can submit and champion an idea for a District Grant or World Grant! • District 7430: – District Governor, Governor Elect, Rotary Foundation Chair and Subcommittee Chairs. – Review grants submitted by clubs annually and decide which ones to fund at the District level

District Grants in District 7430 • Categories – Grant up to $1, 500 (for

District Grants in District 7430 • Categories – Grant up to $1, 500 (for these, $22 K reserved each RY) – Grant >$1, 500 (bigger multi-Club/partners/committee projects) – International projects with budget up to $30, 000 • Examples – Local community projects – Scholarships – Travel for humanitarian projects – Vocational Training Exchanges – Int’l Medical Missions – Disaster Recovery

District 7430 - Grant Requirements • Must be Qualified – Complete Grant Training –

District 7430 - Grant Requirements • Must be Qualified – Complete Grant Training – Sign Memo of Understanding (obligates the ENTIRE club) • Club Support of Rotary Foundation • Within Areas of Focus • Within funding ranges • Meet other TRF criteria (no bldg. , etc. )

District 7430 - Grant Application Process • Submit Proposal to District Grant Committee (Online)

District 7430 - Grant Application Process • Submit Proposal to District Grant Committee (Online) • Grant Committee Review & Project Selection • Club Project Approval by District … (Don’t start yet!) • District submits Spending Plan to RI … (No, not yet!) • TRF approves Spending Plan … (NOW you can start!) • TRF Funds arrive in District after July 1 st

District Stewardship • Club TRAINING • Club Memos of Understanding • Club/Individual Qualification/Updates •

District Stewardship • Club TRAINING • Club Memos of Understanding • Club/Individual Qualification/Updates • Track disbursements • Accept & Store Reports/Records/Receipts for 5 yrs. • Separate bank account to receive DG funds from TRF before disbursement to clubs/projects. • Financial review of each project • Annual financial review of the DG disbursements

Resources – see www. Rotary. org • • Grant Management Manual Areas of Focus

Resources – see www. Rotary. org • • Grant Management Manual Areas of Focus Club Qualification – How To; FAQ; Worksheet TRF Grant Memo of Understanding TRF Grants Application & Information TRF Grant Terms & Conditions Rotary Learning Center Contact. Center@rotary. org 866 -9 Rotary

Resources – Club and District • Tom Hartzell Morning Star’s Rotary Foundation Genius! •

Resources – Club and District • Tom Hartzell Morning Star’s Rotary Foundation Genius! • Mike Mc. Carthy District 7430 Foundation Chair: mccarthy_misty 03@comcast. net • Rotary District 7430 website www. rotarydistrict 7430. org

Distributable Funds – “Use is or Lose it!” Each year you put in $100

Distributable Funds – “Use is or Lose it!” Each year you put in $100 to the Annual Fund, the funds are distributed 3 years later ANNUAL PROGRAMS FUND 50% SHARE District Designated Fund 50% (max) District Grants 50% World Fund Other (Cash, DAF, Permanent Fund) 50% (min) Global Grants

GRANTS 2 Types: District Grants Global Grants

GRANTS 2 Types: District Grants Global Grants

TRF Grants at a Glance TRF stands for THE ROTARY FOUNDATION District Grants Global

TRF Grants at a Glance TRF stands for THE ROTARY FOUNDATION District Grants Global Grants Club- and Districtdeveloped NO World Fund Match Rotary Peace Centers and Polio. Plus

A Commercial Break for. . . Definitions • DDF - District Designated Funds: Held

A Commercial Break for. . . Definitions • DDF - District Designated Funds: Held by The Rotary Foundation for use by our district. Each year the district has DDF equal to 50% of the contributions district clubs and Rotarians made to the Annual Fund three years previously • Sustainable: Recipient has to be able to maintain the project (For example, if it’s a water well, they have to be able to fix it with local resources)

District Grants • District Grants (DG) are a tool Rotary districts use to support

District Grants • District Grants (DG) are a tool Rotary districts use to support short-term, humanitarian projects that benefit the community • Funded through a portion of District Designated Funds (DDF) to support projects locally or internationally • Smaller projects, many are $1, 000 – $5, 000.

Global Grants • Matches contributions raised by Rotary clubs and districts for international service

Global Grants • Matches contributions raised by Rotary clubs and districts for international service projects involving Rotary clubs from two or more countries • Over $500 M spent on such international grants to date • Now $30, 000 or larger • Sustainability is key!

TRF Grant Comparison District Grants Global Grants Up to 50% of DDF. Projects are

TRF Grant Comparison District Grants Global Grants Up to 50% of DDF. Projects are small, often $1 K to $5 K. (May be more if multiple clubs participate. ) Minimum award of $15 K from World Fund which must be matched. Types of Projects Local or global within the 6 areas of focus High impact projects with at least 1 area of focus. Must involved an international partnership Duration Relatively short term (often within the Rotary year) Long-term, sustainable Funding Project must total at least $30 K.

Scholarships • Since 1947 Rotary Foundation funded scholarships have furthered international understanding • Has

Scholarships • Since 1947 Rotary Foundation funded scholarships have furthered international understanding • Has been one of the world's largest private international scholarship programs • 60, 000 scholars from 110 countries have served as ambassadors of goodwill • Now Global Grants will fund such scholarships in six areas of focus

Morning Star Projects & Giving

Morning Star Projects & Giving

Morning Star 2013 -14 Donations The Rotary Foundation (TRF) Annual Fund 2013 -14 FY

Morning Star 2013 -14 Donations The Rotary Foundation (TRF) Annual Fund 2013 -14 FY For 3 years, the funds are held by TRF, and earnings cover admin expenses $7, 086 Total 2013 -14 FY • Checks • Added to Dues check • $2 Per Week • Online direct to bank account 2016 -17 FY $3, 543 to District 7430 • $3, 543 From TRF to Global Grants*, Peace Centers Up to $1, 771 to District Grants The balance from District to Global Grants * TRF matches 100% of District and 50% of club contributes to Global Grants

Morning Star Rotary Foundation Projects • 2014 -15 MOM-n-PA Dental Clinic – joint with

Morning Star Rotary Foundation Projects • 2014 -15 MOM-n-PA Dental Clinic – joint with 2 other clubs - $12, 000, $3, 000 from clubs, $7, 500 matching DG) • 2013 -14 Peru Water Filters - joint for a Global Grant (5 clubs - $18, 000 + matching dollars – total $39, 400)! • 2012 -13 Hogar Crea Garden - $3, 000 • Previously: 2 Group Study Exchange trips led by Morning Star Rotarians – Bill Jahn and Gordon Sommers

How to Donate • $2 a week (or more or less) as you arrive

How to Donate • $2 a week (or more or less) as you arrive at the meeting • Check payable to The Rotary Foundation – give to Tom Hartzell. Any amount that you are comfortable donating is helpful! • Online, monthly or quarterly withdrawal – see RI website for this - minimum is $10. Paul Harris Sustaining = $100 per year EREY = Every club member donates something, and the club total equals or exceeds $100 per member. (Pres. TK’s goal)

Thank You Rotarians for all you do…. and will do “Rotary has set a

Thank You Rotarians for all you do…. and will do “Rotary has set a whole new standard for what people believe a volunteer organization can accomplish. Back when Rotary became involved with polio, most people thought volunteer organizations were about tackling projects down the street or across town – not across the world. Rotary changed all that, and in the process, you reminded us that there is no human problem so daunting that it can’t be overcome by people…you set a new standard for what volunteers could do. ” I want you to feel proud that you are a Rotarian and to know we need your help to build a solid future for the next century of service. Every Rotarian, Every Year