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The Rotary Foundation District 7870. Maximizing Rotary Foundation Effectiveness District Assembly April 6, 2013. Outline. The New Foundation Grants Our Decision Logic Our Budgeted Programs Giving Goals How to give. Broad Audience – I’ll try to keep it simple!. Funding Needed.

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the rotary foundation district 7870

The Rotary FoundationDistrict 7870

Maximizing

Rotary Foundation Effectiveness

District Assembly

April 6, 2013

outline
Outline
  • The New Foundation Grants
  • Our Decision Logic
  • Our Budgeted Programs
  • Giving Goals
  • How to give

Broad Audience – I’ll try to keep it simple!

funding needed
Funding Needed
  • 2011-12 Matching Grant
  • Hospital Upgrade, Lahore Pakistan
    • Korean Partner has dropped out
    • Need additional funding to replace
    • If you or your club is interested:
      • Please see Steve Puderbaugh, Raymond Area Rotary

Great Opportunity to “Do Good in the World”

grant types
Grant Types
  • District Grant
  • Single “Block” Grant
  • No Foundation Match
  • Local or International, consists of multiple parts:
    • Group Study Exchange Team
    • Small Vocational Training Team
    • Small Local Grants similar to former District Simplified Grants

We propose to do GSE only – Save DDF for Global Grants

grant types1
Grant Types
  • Global Grants
  • Large ($30,000 to $200,000)
  • International
  • Sustainable/Humanitarian Focus
  • 3.5 to 1 Match
    • $8,571 contribution funds a $30,000 Grant
  • Can do
    • Global Scholar
    • Humanitarian Projects
    • Vocational Training Team

We propose to do all three – Best bang for our buck!

grant types2
Packaged GrantsGrant Types
  • Centrally Managed by Rotary
  • Clubs may participate “for free”
  • Currently low availability
  • Future promise

Med/Training Microfinance Graduate Water Education Voc. Training, Nurses

Could use a volunteer to study and promote

decision logic district designated funds ddf
Decision LogicDistrict Designated Funds (DDF)
  • 3 Years ago our Clubs & Rotarians gave $180,000
  • It was invested for 3 years. The proceeds fund our Rotary Foundation
  • 100% is now ready to spend:
    • $90,000 becomes District Designated Funds (DDF)
    • $90,000 goes to the World Fund.

We control how our DDF is spent!

If we are wise, we can also control how the World Fund is spent!

decision logic club spending in context
Decision LogicClub Spending in Context

Club Projects* $1,800,000

  • Local (95%)$1,700,000
  • Int. (5%)$100,000

Foundation** $180,000

  • Local (10%)18,000
  • Int.(by us) (40%) $72,000
  • Int. (by TRF) (50%) $90,000
    • Matching our grants
    • Polio
    • GSE
    • Matching other District’s grants

* $800/Member/Year

* * $78/Member/Year

decision logic how to spend our 90 000 ddf
Decision LogicHow to spend our $90,000 DDF?
  • Local + International
    • District Grant (max) $45,000
      • GSE $13,000
      • VTT $13,000
      • “DSG” $19,000
    • Global Grants $45,000
      • 1 Scholar $15,000
      • 1 VTT $15,000
      • 1.8 Grants $15,000
    • Club/Ind. Contr. $15,000
    • World Fund $52,500
      • Club $7,500
      • DDF $45,000
    • Total $157,500
  • All International
    • District Grant $13,000
      • GSE Team only
      • No Small VTT
      • No local grants
    • 6 Global Grants $77,000
      • 1 Scholar $15,000
      • 1 VTT $15,000
      • 5 Grants $47,000
    • Club/Ind. Contr. $47,000
    • World Fund $100,500
      • Club $23,500
      • DDF $77,000
    • Total $237,500

$18,000 (1%) local reduction = $80,000 more for International

our foundation programs district grant
District GrantOur Foundation ProgramsDistrict Grant
  • GSE Only – Sweden?
    • Chair – PDG Chris Parkinson
    • Schedule
      • October Team and Team Leader Selection
      • April-May Team Exchange
  • No Small Local Projects (think DSG)

Any Clubs or Rotarians with concerns please contact me.

our foundation programs humanitarian grants vtt
Global GrantsOur Foundation ProgramsHumanitarian Grants/VTT
  • Global Grants Chair – Macy Lawrence
  • Clubs wishing to lead a Global Grant
    • Contact Macy or Me
    • Attend the Grants Seminar (time/place TBD)
    • Become Qualified as a Club
    • Partner with a Host Club overseas
    • Plan Grant/Raise Funding/Execute
  • Schedule
    • Each grant scheduled Individually
    • Apply as early as April 2013, as late as March 2014
    • Two years to complete

Fabulous opportunities to “Do Good in the world!”

our foundation programs global grants tentative
Global GrantsOur Foundation Programs Global Grants, Tentative

* $15,000 Carry Forward From 2012-13

We have enough Global Grants in draft to consume 100% of our DDF.

our foundation programs global scholar
Global GrantsOur Foundation ProgramsGlobal Scholar
  • Scholarship Chair – John Jude
  • Funding – $15,000 DDF, $15,000 World Fund
  • Even without soliciting, 3 Clubs have candidates
  • High Hurdle – Study must be in an area of focus
  • Schedule – Floating Enroll as early as 4 months after selection
  • Review Process - Floating

Most Difficult part of New Grant Process

May have to skip a year

your club goals due today
Your Club Goals(due today)
  • Annual Giving Goal
    • Paul Harris Fellowship
    • Every Rotarian Every Year
  • Polio Plus Giving Goal
    • Same, but designated for Polio
  • Permanent Fund Giving Goal
    • Major Donors
    • Bequests
reasons to give to the foundation
Reasons to Give to the Foundation
  • To “Do Good in the World”
  • To achieve Club & Club Member Goals
  • To Eradicate Polio
  • To Strengthen Rotary
  • To leave a Rotary Legacy
  • To get recognition (most common/least worthy)
  • To get money back (poor business decision)
check the right box
Check the Right Box!
  • Annual Fund

The primary source of funding for Foundation grants and activities worldwide. Eligible for Paul Harris Fellow recognition. Only gifts to Annual Fund-SHARE will generate District Designated Funds (DDF).

    • Annual Fund - SHARE (supports grants and activities chosen by clubs in your district)
    • Annual Fund - World Fund
    • Annual Fund - Peace and conflict prevention/resolution
    • Annual Fund - Disease prevention and treatment
    • Annual Fund - Water and sanitation
    • Annual Fund - Maternal and child health
    • Annual Fund - Basic education and literacy
    • Annual Fund - Economic and community development

Also, feel free to give to Polio, The Peace Centers or directly to a Global Grant

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