Q1-2016 Quarterly Investment Webinar - The San Diego Foundation
The Rotary Foundation Stewardship - Microsoft...Quarterly Stewardship Report •Quarterly by...
Transcript of The Rotary Foundation Stewardship - Microsoft...Quarterly Stewardship Report •Quarterly by...
The Rotary Foundation
Stewardship
Stewardship
• Quarterly Stewardship Report
• Annual Foundation Report to District
• Annual Audit of District Funds (RI Bylaws)
• Annual Assessment (TRF)
The Rotary Foundation
The Rotary Foundation
Quarterly Stewardship Report
• Quarterly by Stewardship Department-- Not Grant Managers
• What Is the Foundation Trustee Standard?- At least 70% Global & District Grants Current
• Which Grants Are Considered in Calculation?- All Grants that have District or Club as “Sponsor” or “Int’l
Sponsor”*
• Who Are “Sponsor” and “Int’l Sponsor”?
- Clubs Forming “Sponsor” & “Int’l Sponsor” Committees
Quarterly Stewardship Report
• What if We’re Below 70%?- Four Successive Sub-70% Ratings Result in District
Decertification
• What Happens to Clubs That Are “Dink”?- Can’t Sponsor/Int’l Sponsor New Global Grants
- If Delinquency Goes on About 2 Years, TRF Issues the
“OR ELSE!” Letter
- D5520 Won’t Match Club Contributions
• How Do I Find Out My Global Grant Reporting
Status?
My Grants – Approved Grants
My Grants – Approved Grants
District 5520 Grant Status
Int'l Int'l D5520 D5520
Grant Grant Host Host Host Host Report Report Report
Number Title Club District Club District Due ResponsibleOverdue
GG-14-11724 Pediatric Cardiac Catheterization Laboratory, Kingston JamaicaSpanish Town D7020 Ybor City D6890 17-Jun-20
GG-14-22666 Clean Water For Three Villages - CaracolGuatemala Nordeste D4250 Santa Fe D5520 25-Jun-20 Yes
GG-15-25164 Stitching A Better FutureJuárez Integra D4110 Albuquerque Del Norte D5520 25-Jul-20 Yes
GG-15-30034 Water for Tamborcito and SemutzGuatemala Nordeste D4250 Santa Fe D5520 25-Jun-20 Yes
GG-15-33291 Purified Water at Your SchoolSantiago de la MonclovaD4110 Las Cruces (Rio Grande) D5520 29-Aug-19 Yes
GG-16-34207 Proyecto Plexo BraquialJuárez Integra D4110 El Paso Camino Real D5520 8-Aug-19 Yes
GG-16-35479 AGUA; Educación, Salud y VidaEmpresarial Piedras NegrasD4110 Santa Fe Centro D5520 12-Jul-20 Yes
GG-16-35524 Mil SonrisasCiudad Juárez Paso Del NorteD4110 El Paso Camino Real D5520 8-Mar-20 Yes
GG-16-38580 Donación de prótesis externas a personas amputadas de extremidad iCiudad Juárez Oriente D4110 Albuquerque Del Norte D5520 Paid Yes
GG-16-42929 Zona Reina Maternal/Child Health in GuatemalaGuatemala Nordeste D4250 Santa Fe D5520 4-Mar-20 Yes
GG-17-43946 Nicaragua Agriculture and Footbridge ProjectSomoto D4240 Newport News D7600 1-Mar-18
GG-17-45608 Corazon De Ninos ProgramCiudad Juárez EjecutivoD4110 El Paso Camino Real D5520 12-Jul-19 Yes
GG-17-45757 Strengthening Women and Rotary's Peacebuilding Capacity throughBogotá Capital D4281 Latinos Unidos de Culver D5280 15-Aug-19
GG-17-46254 Environments of PeaceJuárez Campestre D4110 Durango Daybreak D5470 27-Nov-19
GG-17-47368 Jugando por una Oportunidad de AprenderJuárez Integra D4110 Albuquerque Rio Grande D5520 2-Jul-20 Yes
GG-17-47475 Empowering Women Through Sanitary Pad ProjectDhulikhel D3292 Albuquerque Del Sol D5520 21-Jun-20 Yes
GG-17-51042 Navajo Soap ProjectAlbuquerque D5520 Ejecutivo de Aguascalientes D4110 17-Jul-20 Yes
District 5520 Foundation Team
• Foundation Committee Chair (DRFC)
– Tom Walker (Albuquerque)• (505) 237-0237 & [email protected]
• District Grant Chair (DGSC)– Peter Falley (Silver City)
• (575) 338-2004 & [email protected]
• Global Grant Chair
– Raffi Andonian (Santa Fe)
• (314) 728-1787 & [email protected]
• District Stewardship Chair
– Anne Scott (Albuquerque)
• (505) 975-6447 & [email protected]