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

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Understanding the rotary foundation
Understanding The Rotary Foundation

Basic Overview

Programs

The Rotary Foundation of Rotary International

PETS 2007


Mission statement
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


Trf programs
TRF Programs

  • Educational

  • Humanitarian

  • PolioPlus


Educational programs
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)


Ambassadorial scholarships
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


Group study exchange
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


Rotary peace centers
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


Peace and conflict studies program
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


Grants for university teachers
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


Humanitarian programs
Humanitarian Programs

  • Matching Grants

  • District Simplified Grants

  • Health, Hunger, and Humanity Grants (3-H)

  • Individual Grants (in moratorium)


Matching grants
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


Matching grants1
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


Matching grants2
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


District simplified grants
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


What is ddf
What is DDF?

  • District Designated Fund

  • 50% of district’s total Annual Program Funds raised three years earlier

  • Available for district use


What is the world fund
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


District simplified grants1
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


3 h grants
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


Polioplus
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


Global eradication initiative
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)


Recent changes
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.


Recent changes1
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


Recent changes2
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


Resources
Resources

  • DG Rich Waugh

  • The RI website, www.rotary.org

  • The staff at The Rotary Foundation


Understanding the rotary foundation1
Understanding The Rotary Foundation

Questions?

Programs

The Rotary Foundation of Rotary International

PETS 2007


Understanding the rotary foundation2
Understanding The Rotary Foundation

Basic Overview

Fund Development / SHARE

The Rotary Foundation of Rotary International

PETS 2007


Fundraising
Fundraising

  • Voluntary contributions support the programs of The Rotary Foundation

  • Dues support the programs of Rotary International

Why raise money for The Rotary Foundation?


Two ways of giving
Two Ways of Giving

  • Annual Programs Fund

  • Permanent Fund


Annual programs fund
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


Permanent fund
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


Establish fundraising goals
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


Understanding share
Understanding SHARE

What does it do?

SHARE transforms TRF contributions into Ambassadorial Scholarships, Matching Grants projects, Group Study Exchanges and more.


Share
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


What is ddf1
What is DDF?

  • District Designated Fund

  • 50% of district’s total Annual Program Funds raised three years earlier

  • Available for district use


What is the world fund1
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


Share1
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


Share2
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)


Share planning
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


District team
District Team

  • District Governor

  • District Rotary Foundation Committee Chair

  • District Rotary Foundation Subcommittee Chairs

  • District Governor-Elect

  • Other knowledgeable Rotarians


Understanding the rotary foundation3
Understanding The Rotary Foundation

Questions?

Fund Development / SHARE

The Rotary Foundation of Rotary International

PETS 2007