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The Rotary Foundation.... Putting it to Work for You

The Rotary Foundation.... Putting it to Work for You. Don Evans March 2019. Seminar Outline. Introductions Understanding The Rotary Foundation and how it works Lunch Grant Management – putting the Foundation to work Club Qualifications Questions are welcome!. Why do we Give?.

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The Rotary Foundation.... Putting it to Work for You

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  1. The Rotary Foundation.... Putting it to Work for You Don Evans March 2019

  2. Seminar Outline • Introductions • Understanding The Rotary Foundation and how it works • Lunch • Grant Management – putting the Foundation to work • Club Qualifications • Questions are welcome!

  3. Why do we Give?

  4. WHY DO WE GIVE ? • It makes us feel good • It provides us an opportunity to give back • We can fulfill a passion • Our actions make a difference • Leave a legacy

  5. WHY DO WE GIVE ? • True giving comes from the heart.......we can help change something for the better. • Supporting a charity is one way to accomplish this.

  6. THE ROTARY FOUNDATION IS OUR CHARITY • Enables Rotary’s programs and projects • Funded entirely by donations and investment income • Big – yet tailored to serve each club and individual Rotarians effectively • From Polio to local community projects • Let’s us do more with our fundraised dollars than we could do alone

  7. 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.

  8. 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

  9. ROTARY in 2017 - 2018

  10. ROTARY in 2017 - 2018

  11. OUR ROTARY FOUNDATION 2017-18 • Celebrated 100 years in 2017 • Ranked tops by Charity Navigator for tenth year in a row • Ranked Number one foundation in the world by AFRP in 2016 • 92% of funds go to programs / operations • Net assets of $1.1 billion US with goal of $2.025 billion by 2025 • Raised $414.7 million vs goal of $360m

  12. OUR ROTARY FOUNDATION – 2017-18 • Provided $277 million US to grants and programs including: • 503 District Grants (blocks) • 1,306 Global Grants • 94 new Peace Fellows

  13. OUR ROTARY FOUNDATION An amazing resource available to help all of us as Rotary Clubs and Rotarians do the good work that we do in our communities and around the globe

  14. Our Rotary Foundation • Contributionsfrom • -Rotarians • - Rotary Clubs • - Others • -Investments • Programs • - Polio • - PeaceCenters • - GrantsDistrict & Global • - Other Programs • PolioPlus • Peace Centers • DDF • Annual Fund • 50% • ~ $100 M + • Held 3 years • World • Fund • ~50% • Up to 5% in reserve • After 3 years • Endowment Fund • Earnings

  15. SUPPORTING THE ROTARY FOUNDATION • Annual Fund • For Support Today • Endowment Fund • To Secure Tomorrow • PolioPlus Fund • End Polio Now

  16. ANNUAL FUND • Primary funding source for Foundation grants and activities – the operating account • Supports local and international grants through the AF SHARE system • Contributions invested 3 years to fund administration • Contributions are credited to donor’s club and applied to club’s goal – cumulative recognition • Contributions also generate recognition points which can be used to recognize others

  17. ENDOWMENT FUND • - Contributions are professionally invested • - Only the earnings are spent

  18. EVERY ROTARIAN, ,EVERY YEAR • 100% Member Participation is the goal..... How you choose to support is up to you

  19. PAUL HARRIS FELLOW RECOGNITIION • Awarded to a person who contributes $1,000 US or in whose name $1,000 US is contributed • Recognizes contributions to Annual • Fund or PolioPlus • Cumulative, $1,000 increments to • PHF +8 level

  20. PAUL HARRIS SOCIETY MEMBER • Pledges and Contributes $1,000USeach year to the Annual Fund, PolioPlus, or approved grants

  21. MAJOR DONOR • - Cumulative gifts that reach $10,000 level • - Personal outright giftsof $10,000+ • - Arch Klumph Society - $250,000 and above • Cash, life income agreements, bequests, real estate, or securities all eligible

  22. BEQUEST SOCIETY • Future gifts - Provision in estate plan totaling $10,000+ with recognition at time of advice to Rotary • Examples: living will, life insurance policy

  23. Programs – our Causes, where the money goes

  24. Rotary’s major program.... • Job is 99.9% complete, but we cannot let up yet • - If stop now there would be 200,000 cases again within ten years

  25. Polio Eradication • 2.5+billion children received vaccine since 1985 in 122 countries… • Only 3remaining endemic countries… Africa now polio free! – Afghanistan, Nigeria& Pakistan remain… • Rotarians invested $1.8 B so far to eradicate polio • 2:1 Match from Gates continues… • DDF and directcontributions are still needed to complete the job… • It costs a total of $3 to immunize each child (10 cents for vaccine and rest for distribution) • Presented By: • Kristopher J. Newbauer • Training Specialist

  26. GRANTS District & Global

  27. Peace Centers • Five Rotary Peace Centers (Masters degree) and One professional program (Fellowships) with leading universities around the world • To advance knowledge and world understanding among potential future leaders

  28. PEACE ALUMNI AROUND THE WORLD

  29. GLOBAL PARTNERSHIPS EXTEND OUR REACH AND OUR IMPACT….. • - Bill & Melinda Gates Foundation – Polio match • - Shelterbox – Rotary’s disaster relief partner • - Government of Canada – support both Polio eradication and Global Grants • - Global Institute for Economics and Peace • - Positive Peace Initiatives • - Wheelchair Foundation • - Coming Soon – Toastmasters for skills development

  30. HOW ARE WE DOING IN 5040? • - Total Giving from District 5040 Rotary Clubs in 2017 – 18 was $880,927 • - Annual Fund $277,886 • - Polio Plus $264,504 • - Endowment Fund $317,716 • - Avg. Per capita to Annual Fund $192.71 • - 734 (of 1,471) Rotarians supported TRF • - Six Peace fellow interviews – 2 selected

  31. TRF PRIORITIES 2019 - 20 TRF PRIORITIES DISTRICT 5040 GOALS • Raise $50 million / year to meet the Gates Foundation match for polio • Increase contributions to Annual Fund and Polio • Build Endowment Fund to $2.025 billion by 2025 • Increase public awareness of the Rotary Foundation and grow non Rotarian gifts • Raise $300,000 for Annual Fund • 100% of clubs support TRF • Per capita giving goal of $200 per member • Increase of Rotarians support to TRF by 10% • Increase Paul Harris Society to 100 members (from 88)

  32. How Can We Help? • Make a Donation – www.Rotary.org/give • Apply for a grant – put your Foundation to work! • Participate in a project • Engage others • TRF is our charity

  33. Questions?

  34. GRANT MANAGEMENT DISTRICT 5040 Facilitator: Don Evans - incomingDistrict Foundation Chair

  35. PURPOSE • Understand how to apply for and manage a Rotary grant • Learn stewardship expectations • Prepare clubs to implement the MOU • Qualify clubs to receive grant funds

  36. Agenda • Club Foundation Statistics • Club Foundation Tools • Designing a project • Applying for and implementing a Grant • Oversight and reporting • Qualification

  37. Our Rotary Foundation • Contributionsfrom • - Rotarians • - Rotary Clubs • - Others • TRF Programs • - Polio • - Peace Centers • - GrantsDistrict & Global • PolioPlus • Peace Centers • DDF • Annual Fund • 50% • ~ $100 M + • Held 3 years • World • Fund • ~50% • Up to 5% in reserve • After 3 years • Endowment Fund • Earnings

  38. Foundation Statistics District Grant Allocation for 2019-2020 2019-2020 – 50% Share for DDF is $102,725 USD (Global + District) 50% is $51,362.50 USD or approx $64,000 CDN for District Grants

  39. Club Foundation Statistics

  40. District Grant Award Statistics Congratulations to those clubs who received a District Grant for the 2018/2019 Rotary Year:

  41. District Grant Award Statistics

  42. District Grant Award Statistics

  43. Club Foundation Tools

  44. Club Foundation Tools

  45. Club Foundation Tools

  46. SESSION 1 DESIGNING A PROJECT

  47. LEARNING OBJECTIVES • Identify best practices for designing a project • Develop a plan to implement your project • Understand how to create measurable goals

  48. SUCCESSFUL GRANT PROJECTS • Meet community needs • Are sustainable • Involve a partner • Have an implementationplan • Maintain proper stewardship of funds

  49. PLANNING & ORGANIZING • Base projects on communities’ needs • Determine whatresources your club and potential partners have • Talk to the community

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