1 Be a gift to the world D1130 Foundation Assembly & Grant Management Seminar 27 th April 2015.

1Be a gift to the world

D1130

Foundation Assembly

& Grant Management

Seminar

27th April 2015


WelcomeWhat will you be able to take away from this evening?Improved understanding of The Rotary Foundation

Appreciation of how Foundation funding worksConsiderations for a District GrantUnderstand criteria for applying for Global

GrantsPrinciples of stewardship

Safeguarding Foundation monies

How to support The Rotary Foundation


Agenda1. Introduction2. District Grants3. Global Grants4. Scholars5. Stewardship6. Funding Model7. My Rotary8. Contributions


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


Our Rotary Foundation Is Unique

The Rotary Foundation is your Charity

Addresses the greatest needsWorld reach greater than the United NationsWe can go where politicians and religious

groups cannot


The Foundation enables Rotary the world over to achieve amazing things

More than any individual or Club can achieve alone


TRF statistics

Funding for projects involving UK Districts/Clubs > $7 million

Funding for projects involving D1130/Clubs > $1 million


TRF GETS TOP “4 STAR “ RATING


Rotary Foundation District Grants£225 to £1,200

2014/15 in District 1130• Therapy benches at special needs clinic• Educational Project in East London• Help for Dementia support group in Lambeth• Equipment for disabled riding school• Sensory equipment for Special needs school• Purchase wheel chair for disabled child

• Equipment for special needs school Bizweni Centre S Africa• Meals & equipment for a year in 5 schools in Maribor, Slovenia• Improve entrepreneurship in Zambia – training• equipment for physiotherapist at centre in Bangladesh• Repair of playground in Banjul School, Gambia


Rotary Foundation Global Grantsin progress

• Regeneration after Italian earthquake• Support of orphanage to develop olive oil

• Application approved and monies released• RC Paddington + international consortium

• Club funds +50%, DDF +100%

• Educational project on Mali• Application approved and monies to be released• RC Harrow + international consortium

• Club funds +50%, DDF +100%


Supporting The Rotary Foundation

Annual Fund

For Support Today

Permanent Fund

To Secure Tomorrow

PolioPlus Fund

End Polio Now


Thank you for your support!


Rotary Foundation District Grants


District Grants

Single “block” grant awarded annuallyDistrict must submit “spending plan”

Local or international activitiesActivities align with TRF missionLocal decision making with broader guidelinesSmaller activities and projects


District Grants

Include active Rotarian participationAdhere to stewardship guidelinesDemonstrate cultural sensitivity


District Grants Applications 2015-16Maximum monies available $18,000 (£12,000)Maximum a club can apply for £1,000 ($1,500)

Each “Area” to submit application(s) by mid-September1 x joint project with several (most) clubs

or

Several individual smaller proposals

District creates shortlist to form “Spending Plan”District applies for Block Grant end of OctoberMonies available by Christmas **


Any Questions?


Things to do next

Talk to District Grant coordinatorPlan aheadGet projects approved at Club AssemblyPrepare supporting documentation for applicationSubmit application asap after 1st July 2015


Rotary Foundation Global Grants


Larger Grant Awards

Minimum Global Grant $15,000 (appx £10,000)

DDF attracts 100% grantClub contribution attracts 50%

District 1130 will consider match up to 100% of Club contribution

Effectively minimum value for Club project is $35,000 (appx £23,000)


Areas of 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


Global Grants

Long-term projectsSustainable Support the areas of focusLarger grant awardsWorld Fund matchHost and international sponsors


Host and International sponsors

Host sponsorbased in country of activity

International sponsorBased outside country of activity

NBGlobal Scholarship

Host Sponsor support in country of studyInternational Sponsor provide funding


Basic Grant calculation

World Fund

Club 10,000 5,000

District 1130 10,000 10,000

20,000 15,000 35,000



World Fund

Club 10,000 5,000

District 1130 10,000 10,000

20,000 15,000 35,000

$



World Fund

Club 6,500 3,250

District (DDF) 6,500 6,500

13,000 9,750 22,750

£Subject to exchange rate


Are Global Grants too BIG?

World Fund

10 x Clubs @ 650 6,500 3,250

District (DDF) 6,500 6,500

13,000 9,750 22,750

£

28Be a gift to the worldMay 2014

Global Grant Reporting

Progress report submitted 12 months after funds received

Every 12 months until project is completeFinal report submitted within 2 months of

project completionApplies to all global grants


Any Questions?


Things to do next

Talk to District Grant chairmanPlan aheadCheck compliance with “focus”Calculate project valueCheck status of “partner district” Consider availability of DDF


Rotary Foundation Global Scholarships


Rotary Foundation Global GrantsIncoming Global Scholars

• Scholars adhere to all the principles required of Global Grants (Area of Focus etc.)

• London District/Club is the “Host” providing local support

• Sponsoring District is the “International District” providing the cash

• TRF reporting requirements are responsibility of all parties

• London has highest number of applications



• Application process• Approaches are not coordinated by TRF

• Instigated by scholars and or Districts• Approaches through

• District Governor(s), • District Officers, • Club websites• Personal contacts

• Refer enquiries to District Coordinator before proceeding



Who are our Scholars?

•Undergraduates here to study generally for an MA, MSc, PhD•Chosen courses must comply with the areas of focus•Mature adults in late 20s from all corners of the world – most applications from USA and Japan•Most have experience working or volunteering in their chosen area•Many go on to positions of influence


Positions of Influence• Reva is Senior Research Coordinator at John Hopkins Bloomberg school of

Public Health in Baltimore.

• Unur recently accompanied MPs from Mongolia to act as interpreter at meetings in Seoul.

• Sean is an International Law Associate dealing with trade and litigation.

• Nicole is working as an Associate Health Economist

• Clark is an Intelligence Officer in the US Army

• Kate is working in the government HQ in Canberra

• Yoonjin is teaching college students in her home area in South Korea and works as a volunteer in a poor community.

Just a few that we know about


Rotary Foundation Global GrantsHosting Incoming Global Scholars

Participating Host Club • must have signed MoU to be eligible• must nominate a host team of three members

with Primary Contact usually being the counsellor• should keep Scholars Coordinator informed of

progress, problems and scholar’s participation with the club

Guidance for Host Counsellor is included in the pack


Any Questions?


Stewardship


District Governor

District Governor-elect

District Rotary Foundation committee chair

District Rotary Foundation subcommittee chairs

Decisions

Allocate maximum 50% DDF to District Grants

Use DDF to support Club initiated Global Grants

Who is involved in planning?


Stewardship

Stewardship is the responsible management and oversight of grant funds, which ensures that funds are used properly and benefit populations in need.


Stewardship Practices

Have Rotarians supervise projectImplement projects as approvedFollow standard business practiceReport irregularitiesSubmit reportsRetain documents


Qualification

Qualification provides clubs with financial and stewardship controls for meeting Foundation requirements and managing grant-funded activities.

Under the new grant model, clubs need to qualify before applying for grants.


Qualification Requirements

Annual RequirementA Club representative attends

the District grant management seminar

Club President & President Elect read, sign, and submit club MOU to the district


Club Memorandum of Understanding

The club MOU is a binding agreement between the club and its District, outlining Foundation requirements.

By signing the MOU, the club agrees to comply with the requirements.


Key Components

• Succession Planning• Accounting and project teams

• Financial Management • Accounts, income receipts, expenditure receipts

• Keep records• Reporting misuse


Planning Grant Applications

Whether you are considering a Global Grant application or District Grant application,forward planning is essential

The Rotary Foundation procedures are proactive not reactive.


Sustainable

Project impact continues after funding is usedMultiple levels of sustainabilityUse of local resourcesRespect natural resources


Sustainable

Reach the most beneficiariesIntroduce new methods in professional fieldsPrepare professionals to increase impactUse input and skills of grassroots groupsProject continues after initial Rotary initiative


Measurable Outcomes

Undertake a needs assessment before you start

Put a plan in place before implementation Establish baseline dataDetermine quantitative and qualitative

measures


Questions?


Things to do next

Take Memorandum of Understanding formGet signed and return to Grant ChairmanQualified to take part in Foundation

programmes Carefully plan future projects

55Be a gift to the worldMay 2014

Member Access


• Name as RI database• Email address to match RI

database• Club Secretary• RI membership

number

• Emailed confirmation• Ready to input password


Questions?


Funding Model


TRF GETS TOP “4 STAR “ RATING


Administration costs

Existing• Annual Fund Investment

Income• Endowment Fund

Spendable Income• Any shortfall from World

Fund

From July 2015• Annual Fund Investment

Income• Endowment Fund

Spendable Income• 5% of cash contributions

for Global Grants• Reserve of 5% Annual Fund

contributions from World Fund


SHARE System

$75,000 Annual

Programs Fund

2012-13 2013-14 2014-15 2015-16

Funds raised and invested

Funds usedFunds invested

Funds invested

$37,500 DDF &

$37,500 World Fund


SHARE System

Unused DDF rolls forward to the next year;

districts notified in August

2015-162011-12 2012-13 2013-14 2014-15

Unused DDF is calculated; districts notified in May

Funds Raised

Funds Spent


Any Questions?


Contributions and

Recognition


Target 100% Member Participation

Annual Fund


Contributes at least US$100 every year

to the Annual Fund£70 per annum

£17.50 per quarter

£6 per month

Rotary FoundationSustaining Member

2012-2013


Paul Harris Society

Members contribute $1,000 per annum £720 pa £60 pm

£2 per day


Benefactors• Make provision in your will for a donation to

The Rotary Foundation• Dependent on your personal tax position it may

not diminish the residual amount to your beneficiaries

• Take a leaflet


Significant contributions

Paul Harris fellow

Paul Harris Society

Benefactor

Bequest Society


ERIC:Every Rotarians Individual Contribution

www.rotarygbi.org


Any Questions?


Things to do next

Talk to Club about contributions to support Foundation

Sign up to be a Sustaining MemberPromote sustaining membership to colleagues

• Have you signed up? - lead by example

1 Be a gift to the world D1130 Foundation Assembly & Grant Management Seminar 27 th April 2015.

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Transcript of 1 Be a gift to the world D1130 Foundation Assembly & Grant Management Seminar 27 th April 2015.