The Rotary Foundation 2015-16D9650 District Training - Gunnedah24 May 2015PDG Ken Hall RDFC 2014-15PDG Jo Wilkin RDFC 2015-16

OUTLINE

1. What is the Rotary Foundation & how does it work2. Foundation Grants & how to apply3. The role of the club Foundation Director4. Ways to support the Foundation5. Patterns of giving & usage6. Presidential Citation & the Foundation7. District Goals & the Foundation

1. WHAT IS THE ROTARY FOUNDATION?

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.

It makes possible Foundation grant funded projects that bring

sustainable improvement to communities in need.

MISSION

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.

‘Doing good in the world.’

HISTORY

1917 - President Arch C Klumph proposed setting up an endowmentFirst contribution of $26.50 came from the RC of Kansas City

1929 - first gift US$6,700 to National Society for Crippled Children

The 1916-17 Board of Directors.

Top : F.W. Galbraith Jr., E. Leslie Pidgeon, Chesley R.

Perry, Guy Gundaker. Bottom : Arch C. Klumph,

Allen D. Albert.

HISTORY

1947 - Death of Paul Harris

Outpouring of donations - PH Memorial Fund

1948 - grants to 18 fellows to study overseas - Ambassadorial scholarship

1965 - Group Study Exchange

1979 - Pres Clem Renouf - program to immunise 6 million Philippino children against polio - Health, Hunger & Humanity

1985 - Polio Fund

HOW DOES THE MONEY ‘WORK’?

Money donated

Invested for three years

Interest earned used for administration of the Fund

After 3 years, 50% returned to the District (DDF) and 50% goes into the World Fund

Permanent Fund - gifts, wills, invested in perpetuity. Ensures long term viability. Interest used (World Fund, Peace Program)

PolioPlus Fund

CHANGES TO FUNDING MODEL STARTING JULY 2015

Recession - poor investment returns - doubts re long term viability to function effectively

5 % set aside from World Fund to be used if needed

5% of cash contributions for global grants set aside

Up to 10% of corporate gifts set aside

Foundation has fine record of financial stewardship & transparency

WHO MANAGES THE FOUNDATION?

The Board of Trustees (14 + Gen Sec) manages the business of the Foundation, led by the Trustee Chair (2015-16 PRIP Ray Klinginsmith)

The Rotary International President-elect nominates the trustees, who are elected by the RI Board of Directors.

The trustee chair serves for one year and trustees serve for four years.

PRIP India PRIP USAPRIP Scotland

USA

PRIP Japan

Gen Sec Brazil

USA

Canada

Uganda

India

USA Spain

KoreaTurkey

FOU

NDA

TIO

N T

RUST

EES

2015

-16

WHO MANAGES THE FOUNDATION IN AUSTRALIA?

Manager PDG Bruce Allen

Fund developer Mark Anderson

Administration - Krissy Aure-Canson

Zone 7A

RRFC Joanne SchillingEMGA Ross Forgione

Zone 8Part

Zone 7bPart 8

RRFC Mac HermosoEMGA Raffy Garcia

RRFC Monica Saville(John Barnes 2015-16)

EMGA Jim Studebaker

FOUNDATION VOLUNTEER TEAM

Joanne SchillingRegional Rotary

Foundation Chair

Ross ForgioneEndowment /

Major Gift Advisor

FOUNDATION VOLUNTEER TEAM

These two are on the Board of the Australian Rotary Foundation Trust, along

with 9 others

POLIOPLUS

Remains Rotary’s top priority as an NGO•1985 - 350,000 cases.•2013 - 399 cases •India declared polio free March 2014•2014 - 411•2015 - 23 cases so far - (22 Pakistan, 1 Afghan.)•No cases in Nigeria for 6 Mths•No cases anywhere since 29 March!See the Global Eradication Initiative website for up-to-date numbers & informationFunded by PolioPlus Fund and DDF donations

On 20 April, four UNICEF colleagues were killed in the attack on a UN vehicle in Garowe, Somalia. Among them were two staff working in the Global Polio Eradication Initiative - delivering Polio, Routine Immunization and Communication programmes in Somalia. Payenda Gul had been a polio eradicator since 1999, working to protect children in Afghanistan, Nigeria and Somalia. Brenda Kyeyune had joined the team in 2014, working to make sure communities are engaged in polio eradication.

Eradication Program not always easy:

ROTARY PEACE FELLOWSHIPS

Enable people to• study a 2 year graduate degree in international relations, peace, and conflict resolution at one of 6 Rotary Peace Centres, one of which is the University of Queensland• 60 / year

OR

• study a 6 month certificate in peace studies• 50 / year

•Funded by the World Fund

2. FOUNDATION GRANTS & HOW TO APPLY

• District Grants

• Global Grants

• (Packaged Grants no longer used)

DISTRICT GRANTS

• A block grant that enables clubs and districts to carry out activities in their own communities or elsewhere

• Managed by the District - Rotary District Foundation Chair (JW), Rotary District Foundation Grants Chair (KH), District Governor (MS)

• Need to be aligned with the Foundation’s mission

• Can fund projects, VTT’s, scholarships, cultural exchanges, etc

•Can use up to 50% of the DDF

DISTRICT GRANTS - RECENT EXPANSION

•Youth programs - RYLA, YEP, Interact

• Activities primarily implemented by organisation other than Rotary

•Rotary events for educational purposes eg grant management seminars

•Construction (including low-cost shelters)

Recipient Countries Areas of Focus

DISTRICT GRANTS 2013-14 BY RECIPIENT COUNTRY & AREA OF FOCUS

Australia 36%France 11% PNG 9%Samoa 11% USA 12%Vanuatu 14%Zimbabwe 7%

Health 14%Education 34%Community Devt 9%Travel 12%Water 31%

AustraliaFrancePNGSamoaUSAVanuatuZimbabwe

HealthEducationComm DevtTravelWater

14 Grants for the year

Recipient Countries Areas of Focus

DISTRICT GRANTS 2014-15 BY RECIPIENT COUNTRY & AREA OF FOCUS

Australia 75% France 8.33%PNG 8.33%Samoa 8.33%

AustraliaFranceNepalTanzania

Comm DevtHealthEducationFood & Ag

Community Devt 63%Health 18%Education 10%Food & Ag 10%

11 Grants for the year

DISTRICT GRANT APPLICATIONS 2014-15

• 15 clubs applied end of Oct

• Applications totalled >$64,000 with US$33,494 available

• Clubs that received grant previous year not eligible

• 10 clubs + continued scholarship $3,400 each.

• Money forwarded March 2015 (2 yrs to complete)

GLOBAL GRANTS

• Designed for large-scale humanitarian projects that have high impact and produce sustainable, measurable results

• Must have a budget of at least $30,000

• DDF money will be matched from the World Fund dollar for dollar, and other money (eg from club) 50c in the dollar

• Must lie within one of the 6 areas of focus.

AREAS OF FOCUS

Peace & conflict

resolution

Disease prevention &

treatmentWater &

sanitation

Economic & community

development

Maternal & child health

Basic education & literacy

GLOBAL GRANT APPLICATIONS 2014-15

• 4 Applications so far - done online directly to TRF

• Kirabati Water project - Coffs Harbour - submitted

• Midwife nurse training & supply of equipment Nepal - Port Macquarie - awaiting authorisation

• Mera (Nepal) Primary school sanitation project - solar showers - Pt Mac Sunrise

• Toilets for girls at schools - India - Tamworth

GLOBAL GRANTS EXAMPLE - PORT MACQUARIE

• Midwife nurse training and equipment supply in Nepal (Please note that the figures are not real!!)

• Budget of $30,000 - equipment $20,600; transport $1,400; Travel $3,500; Accom & Training $4,500

• Club $4000 WF Match $2,000• DDF $12,000 WF Match $12,000

• Total $30,000 - See how much can be achieved with a club input of only $4000!

VOCATIONAL TRAINING TEAMS

• A group of professionals travel to another country to learn or teach about their field - can be in either direction or in both.

• Can be funded by either District or Global grants

• Can vary in size, and in length of time

• Very flexible - can include Rotarians as long as they are training and not learning

FUNDING MODEL FOR D9650 2015-16 (all US$)

$126,905.14 contributed by D9650 clubs in 2012-13

50%To D9650

$63,452.57

50%To World fund

$63,452.57

District controlled Trustees controlled

DistrictDesignated Fund

(DDF)

World Fund

Other eg Permanent

Fund

Max of 50%For

District Grants$31,726.28

Min of 50%For

Global Grants$31,726.28

GlobalGrants

‘SHARE’

With rollover, $98,000 available When matched by World Fund this

can become $196,000!!

D9650 GRANT FOUNDATION MANUAL 2014-15

Page 4:Approval from the District Committee must be sought before Global grant project applications are started on the RI website

District website

CLUB QUALIFICATION PROCESS 2015-16

District website

CLUB QUALIFICATION PROCESS 2015-16 ... extract

Rotary Club of (drop down list)Club member who attended PETS/DA/Foundation seminar ...........M of U read & understoodFinancial plan completed

Designated bank acctTwo Rotarian signatoriesRecords will be stored at...................

Bank statements will be keptDistrict website

MEMORANDUM OF UNDERSTANDING

District website

District website

ENTERING FOUNDATION GOALS ON NEW RI WEBSITE

Go to District website for full instructions if needed

3. ROLES & RESPONSIBILITIES OF FOUNDATION DIRECTOR

What is the role of the Foundation Director and committee in the club?

How can you help educate members about the Rotary Foundation?

How does your club set its Foundation giving goals?

What makes a goal effective?

How can you help your club meet those goals?

District website

4. WAYS TO SUPPORT THE FOUNDATION

1. Become a Centurion member:

• Contribute US$100 per year

• Tax deductible via Australian Rotary Foundation Trust

• Bank transfer / Credit card deduction • Count towards PHF

District website

WAYS TO SUPPORT THE FOUNDATION

2. Become a Sustaining Member

•Contribute more than US$100 per year

•Make payment in the same way as a Centurion

District website

WAYS TO SUPPORT THE FOUNDATION

3. Paul Harris Fellow

Paul Harris Fellow recognition is given to an individual who contributes (or in whose name is contributed) US$1,000, or more cumulatively to the Annual Fund, Polio Plus or approved Foundation Grant

District website

WAYS TO SUPPORT THE FOUNDATION

4. Multiple Paul Harris Fellow

Multiple Paul Harris Fellow recognition is given at subsequent US$1,000 levels up to US$9,000. Recognition consists of a pin with stones corresponding to the recognition level. There are 5 levels of sapphire and 3 levels of ruby recognition.

District website

WAYS TO SUPPORT THE FOUNDATION

5. Paul Harris Society

The Paul Harris Society recognises those Rotarians and friends who personally contribute US$1,000 or more on an annual basis, to The Annual Fund, Polio Plus or approved Foundation grant. Contributions can be monthly, quarterly or annually.

District website

WAYS TO SUPPORT THE FOUNDATION

6. Major DonorThis recognition is for individuals or couples who have a combined personal contributions of US$10,000 or more. Donors receive a crystal recognition as well as a wearable recognition. There are four levels of recognition. Level 1 – US$10,000 to US$24,999.99Level 2 – US$25,000 to US$49,999.99Level 3 - US$50,000 to US$99,999.99Level 4 – US$100,000 to US$249,999.99

District website

36.6%

Australia

IndividualClub

18.0%

New Zealand

IndividualClub

96.4%

3.6% Philippines

IndividualClub

97.1%

2.9%Indonesia

IndividualClub

48% of Rotarians Contributing 43% of Rotarians Contributing

21% of Rotarians Contributing 7% of Rotarians Contributing

5. PATTERNS OF GIVING & USAGE PERSONAL GIVING v. OTHER GIVING BY COUNTRY

2004-05 2005-06 2006-07 2007-08 2008-09 2009-10 2010-11 2011-12 2012-13 2013-14$0.00

$20.00

$40.00

$60.00

$80.00

$100.00

$120.00

$140.00

Per Capita

Per Capita

ZONE 8 AUSTRALIA PATTERN OF GIVING

Global Grants 859 $52.4m 3,387 Clubs

District Grants 492 $23.3m 8,102 Clubs

Packaged Grants 18 $0.5m

Polio 81 $128.95m

HOW THE MONEY WAS USED WORLD-WIDE IN 2013-14

GLOBAL GRANTS WORLD-WIDE BY AREA OF FOCUS

Peace and Conflict Prevention/Resolution– 66 Grants

Disease Prevention and Treat.– 265 Grants

Water and Sanitation– 189 Grants

Maternal and Child Health– 69 Grants

Basic Education and Literacy– 121 Grants

Economic and Community Development– 149 Grants

66

265

189

69

121

46

6. PRESIDENTIAL CITATION

Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun0

5

10

15

20

25

30

35

40

45

50

3934 33

30

24 24 24 24 23 23 21

9

Non Giving Clubs 2013-14 Non Giving Clubs 2012-13

NON-GIVING CLUBS

2004 - 2005 2005 - 2006 2006 - 2007 2007 - 2008 2008 - 2009 2009 - 2010 2010 - 2011 2011 - 2012 2012 - 2013 2013 - 2014$0.00

$20.00

$40.00

$60.00

$80.00

$100.00

$120.00

Annual Fund Per Capita

PER CAPITA GIVING

2009-10 2010-11 2011-12 2012-13 2013-140

200

400

600

800

1,000

1,200

1,400

1,600

1,800

30 57 115 115 175

EREY Members

Clubs with Paul Harris Society Members• Inverell• Port Macquarie west• Taree on Manning• Wauchope

PERSONAL DONORS COMPARED WITH MEMBERSHIP

Benefactors Paul Harris Society Major Donors Bequest Society Arch Klumph Society

46

4 6

12

0

MEMBERSHIP BY RECOGNITION IN D9650

7. DISTRICT GOALS FOR THE FOUNDATION 2015-16

1. To substantially increase individual contributions to the Rotary Foundation as follows:

• Obtain through club and individual contributions a minimum of at least US $100 per member

• 25% of members contributing A $10 per month as Centurions.

• 25 Paul Harris Society Members contributing A$100 per month on an ongoing basis across the district

• 2 new major donors contributing A$12,000• 100 benefactors making provision in their will to

contribute US$1,000 or more• 25 Bequest Society members making provision in their

wills to contribute US$10,000 or more

District website

DISTRICT GOALS FOR THE FOUNDATION 2015-16

2. To persuade the Rotarians in our district that:•50% of donations to the Foundation come back directly to the control of our clubs and district•At least a further 25% and potentially more than the other 50% are available as grants from the world fund•The foundation is an excellent charity and deserves our support•Our clubs can work with Rotary clubs in Third World countries to make a real difference, leveraging the support available from the Rotary Foundation both at district and at international level.

District website

FINAL WORD

Encourage giving to the Foundation

Consider applying for a District Grant (by end of October)

How could you use a District Grant in your town?OR

How could your club undertake a major project using a Global Grant?

‘DOING GOOD IN THE WORLD’ in 2015-16?

WHOLE Ppt is on District website