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Understanding The Rotary Foundation

Understanding The Rotary Foundation

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Understanding The Rotary Foundation

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  1. Understanding The Rotary Foundation Basic Overview Programs The Rotary Foundation of Rotary International PETS 2007

  2. Mission Statement To support the efforts of Rotary International in the fulfillment of the Objective of Rotary, Rotary’s mission, and the achievement of world understanding and peace through local, national, and international humanitarian educational and cultural programs

  3. TRF Programs • Educational • Humanitarian • PolioPlus

  4. Educational Programs • Ambassadorial Scholarships • Group Study Exchange • Rotary Centers for International Study in Peace and Conflict Resolution • Rotary Grants for University Teachers • Rotary Peace and Conflict Studies program (at Chulalongkorn University, Thailand)

  5. Ambassadorial Scholarships • Academic Year • 9 months full-time study • Multi Year Scholarship • 2 years full-time study • Cultural Scholarship • 3 to 6 months intensive language study For Students to study abroad and serve as Ambassadors of good will The Rotary Foundation of Rotary International PETS 2007

  6. Group Study Exchange • Teams spend 4 to 6 weeks abroad • Districts can send teams every year using World Fund awards • Variations include: Single-Vocation teams, Cultural teams, Humanitarian GSEs The international exchange of young non-Rotarian professionals

  7. Rotary Peace Centers • Focus on peace and conflict issues • Advance knowledge and world understanding among potential world leaders • Promote greater tolerance and cooperation among peoples Master’s degree program in fields related to peace studies and conflict resolution

  8. Peace and Conflict Studies Program • For middle and upper-level managers in government, non-governmental organizations, and private corporations • 3-month program • 30 students per session Peace studies, conflict resolution and mediation training at Chulalongkorn University, Thailand The Rotary Foundation of Rotary International PETS 2007

  9. Grants for University Teachers • Provides expertise not readily available in a particular area • 3 to 5 month & 6 to 10-month programs • Funded by DDF To strengthen higher education in low-income countries The Rotary Foundation of Rotary International PETS 2007

  10. Humanitarian Programs • Matching Grants • District Simplified Grants • Health, Hunger, and Humanity Grants (3-H) • Individual Grants (in moratorium)

  11. Matching Grants • Foundation match from World Fund • US $0.50 match for every US $1 cash contribution • US $1 match for every US $1 DDF (SHARE) contribution • Minimum grant award: US $5,000 • Maximum grant award: US $150,000 To assist Rotary clubs and districts in carrying out humanitarian projects

  12. Matching Grants • Two grant types • Matching Grants: US $5,000 - $25,000 • Competitive Matching GrantsUS $25,001 - $150,000 To assist Rotary clubs and districts in carrying out humanitarian projects

  13. Matching Grants General Guidelines • Projects must involve active Rotarian participation • Grants must address humanitarian need • All grants must adhere to Terms and Conditions of Matching Grants Awards • Reports due every 12 months

  14. District Simplified Grants • One grant per year per district (can be used for multiple projects) • Use 20% maximum DDF from 3 years prior • For local or international use • Reporting must be up-to-date (every 12 mo.) • Requests accepted 1 July – 31 March in Rotary Year prior to implementation of projects To support service projects in the local community or internationally

  15. What is DDF? • District Designated Fund • 50% of district’s total Annual Program Funds raised three years earlier • Available for district use

  16. What is the World Fund? • 50% of district’s total Annual Program Funds raised three years earlier • Used for Rotary’s match in Matching Grants, Individual Grants (currently in moratorium) and to send Group Study Exchange teams

  17. District Simplified Grants • Grants over $25,000: payment made in installments based upon spending plan • Districts must provide progress reports delineating the expenditures before additional installments are made. Important Criteria

  18. 3-H Grants • Projects must be self-sustaining (after funds are spent) • Sponsor must be current on previous grants • Sponsors provide minimum of 10% of award Funds long-term self-help, grassroots development projects

  19. PolioPlus • 20 years of Rotarians’ effort • With 20 million volunteers • In 200 countries • Immunizing 2 billion children To protect children worldwide from the cruel and fatal consequences of polio

  20. Global Eradication Initiative A public-private partner ship led by: • World Health Organization (WHO) • Rotary International • Centers for Disease Control and Prevention (CDC) • United Nations Children’s Fund (UNICEF)

  21. Recent Changes Humanitarian Programs • Matching Grants • Minimum grant award now US $5,000 • Minimum contribution of US $100 required from host partner • Project committee of at least 3 Rotarians per Matching grant project.

  22. Recent Changes Humanitarian Programs • Changes in Reporting • Progress reports due every 12 months • Final report due within 2 months of project’s completion • Increased requirements for grants reporting • Grants approved after 1 July 2005 subject to new rules

  23. Recent Changes Educational Programs • Peace studies, conflict resolution and mediation training at Chulalongkorn University, Thailand • Starting 1 July 2006 • 30 students to study for 3-month session

  24. Resources • DG Rich Waugh • The RI website, www.rotary.org • The staff at The Rotary Foundation

  25. Understanding The Rotary Foundation Questions? Programs The Rotary Foundation of Rotary International PETS 2007

  26. Understanding The Rotary Foundation Basic Overview Fund Development / SHARE The Rotary Foundation of Rotary International PETS 2007

  27. Fundraising • Voluntary contributions support the programs of The Rotary Foundation • Dues support the programs of Rotary International Why raise money for The Rotary Foundation?

  28. Two Ways of Giving • Annual Programs Fund • Permanent Fund

  29. Annual Programs Fund • The Annual Programs is the main source of funding for TRF • Key to the Foundation’s role today • Contributions split 50/50 between World Fund and District Designated Fund through SHARE • Seeks a gift from Every Rotarian, Every Year

  30. Permanent Fund • An Endowed fund invested to build long term stability: the corpus is never spent • Supplements the Annual Programs Fund • Includes Benefactor and Bequest Society members • Key to Foundation’s role in the future

  31. Establish Fundraising Goals • Annual Programs Fund goal for 2005-06 US $105 million • Annual Programs Fund would reach US$ 120 million if every Rotarian contributed US $100 • Work with Rotary clubs in your district to establish and report Annual Programs and Permanent Fund goals

  32. Understanding SHARE What does it do? SHARE transforms TRF contributions into Ambassadorial Scholarships, Matching Grants projects, Group Study Exchanges and more.

  33. SHARE The 3-Year Cycle TRF operates on a unique funding cycle, using contributions for program activities three years after they are collected The three-year cycle gives districts time for program planning and participant selection TRF uses the earnings from SHARE’s 3-year investment cycle to pay for administration and fund development

  34. What is DDF? • District Designated Fund • 50% of district’s total Annual Program Funds raised three years earlier • Available for district use

  35. What is the World Fund? • 50% of district’s total Annual Program Funds raised three years earlier • Used for Rotary’s match in Matching Grants, Individual Grants (currently in moratorium) and to send Group Study Exchange teams

  36. SHARE 2004-05 2005-06 2006-07 2007-08 Funds available for planning decisions 1 Oct. Scholars application due Funds used for Foundation programs Funds Raised 1 Oct. Extra GSE application 1 March: Donate scholarship 31 March: DSG requests due How it works

  37. SHARE Invested for 3 Years Donations by 30 June DDF used 2008-09 2004-05 2005-06 2006-07 2007-08 1July 1 July 1 July How it works Unused DDF transferred to next year (Districts notified in August)

  38. SHARE Planning Who is Involved in SHARE Planning: • DRFC Chair • Signature required for DDF use • Works with District Rotary Foundation Committee to plan DDF use • Serves 3-year term • District Governor • Provides leadership and direction to DRFC Chair and all subcommittees

  39. District Team • District Governor • District Rotary Foundation Committee Chair • District Rotary Foundation Subcommittee Chairs • District Governor-Elect • Other knowledgeable Rotarians

  40. Understanding The Rotary Foundation Questions? Fund Development / SHARE The Rotary Foundation of Rotary International PETS 2007