The Rotary Foundation

1. The Rotary Foundation Jayesh H. Asher PETS 2013 Arusha – March 10, 2013

2. Objectives

3. Objectives • Learn how the SHARE system works • Learn the Grants Model • Qualification of Clubs • Applying for a Grant online • Stewardship

4. DOING GOOD

5. TRF Mission The mission of The Rotary Foundation is to enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty.

6. Programs of TRF • PolioPlus • Educational Programs • Humanitarian Grants Program TRF Funds • Annual Programs Fund • Permanent Fund • Polio Plus

7. TRF Facts & Figures • Year 2011-12 – Collected $181 Million and spent $204 Million • Cumulative Collections -- $3.0 Billion • Since 1947 – Spent $2.8 Billion • As of June 2012 – committed $1.2 Billion towards polio eradication.

8. DOING GOOD

9. FUTURE VISION

10. Future Vision – Why?

11. Future Vision Plan Goals •Simplify programs and processes • Focus Rotarian service efforts to increase global impact • Support global and local efforts • Increase sense of ownership atthe district and club levels • Enhance Rotary’s public image

12. 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

13. New Grants • District grants • Global grants • Packaged grants

14. Funding Model SHARE System ANNUAL PROGRAMS FUND 50% 50% SHARE District Controlled Trustees Controlled District Designated Fund World Fund Other (Cash, DAF, Permanent Fund) 50% (max) 50% (min) District Grants Global Grants(World Fund match to DDF and cash)

15. District Grants • Educational and humanitarian activities consistent with the mission • Single “block” grant awarded annually • Smaller activities and projects • Local or international activities

16. Global Grants • Long-term projects • Larger grant awards • Sustainable, measurable outcomes • Alignment with areas of focus • World Fund match

17. Packaged Grants • Strategic Partners • Planned by Rotarians • Encourage involvement by smaller clubs • No cost to clubs

18. Strategic Partners

19. 2011-12 Future Vision Grants * Does not include funds sent directly to project accounts

20. Year 2 Statistics: District Grants % of projects

21. Year 2 Statistics: Global Grants % of global grants approved *Does not include funds sent directly to project accounts

22. 2011-12 Statistics: Packaged Grants # of applications approved

23. The Rotary FoundationApplying for Grants • Club Qualification • Applying for District Grants • Applying for Global Grants • Grant Funding Calculations • The Online Applications Process • Stewardship and Reporting

24. Club Qualification • Follow Checklist

25. District Grants • Smaller grants • Flexible use of funds • District approval process only

26. Applying for Global Grants • Submit grant proposal and application through Member Access • Must meet goals of area(s) of focus • Must be sustainable • Minimum project budget of US$30,000 • District must confirm club is qualified

27. 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

28. Principles of Sustainability • Project impact after funding is expended • Economic, cultural, social & resource • Optimal use of local resources • Respect natural resources • Reach the most beneficiaries • New methods in professional fields • Prepare professionals to increase impact • Use input and skills of grassroots groups

29. Global Grant Financing • Rotarian cash contributions • District Designated Fund • Rotary Foundation World Fund award • Non-Rotarian cash contributions (not sent to or matched by the Foundation)

30. Financing Guidelines Cash contributions must come from orbe raised by Rotarians Funds cannot be raised from beneficiaries in exchange for receiving the grant Funds cannot come from other grants Contributions should be credited to donor

31. World Fund Matching Cash contributions from Rotarians and Clubs are matched $0.50 for each $1 contributed DDF Contributions are matched $1 for every $1 contributed Minimum World Fund Match has to be $15,000

32. Global Grants Financing Example 1 World Fund Match RC Tz $4,000 D9200 $4,000 RC Europe $10,000 DXXXX Europe $10,000 $2,000 $4,000 $5,000 $10,000 Totals $14,000 $14,000 $21,000 Total Project Value $49,000

33. Global Grants Financing Example 2 World Fund Match RC Tz $100 D9200 $500 RC Europe $5,000 DXXXX Europe $5,000 $50 $500 $2,500 $5,000 Totals $5,100 $5,500 $8,050 Total Project Value $18,650 Project not within guidelines Therefore will be rejected

34. Applying for Global Grants • Online through Member Access • Who can apply?

35. Stewardship and Reporting

36. The Rotary Foundation GIVING TO THE FOUNDATION

37. Giving to the Foundation • Why Give to the Foundation • How to give to the Foundation

38. Giving to the Foundation • Why Give to the Foundation?

39. Giving to the FoundationHow to give – Funds of the Foundation • Annual Programs Fund • Permanent Fund • Polio Plus • Other Restricted Giving

40. Giving to the FoundationHow to give – Forms of Recognition • Paul Harris Fellow • Multiple Paul Harris Fellow • Major Donor • Arch Klumph Society

41. Giving to the FoundationHow to give – Group Activity Fundraising Think of an innovative fundraiser for TRF • Be creative • Has to be feasible • Will generate wide interest in the programs of the Foundation

42. Summary – What have we learnt? • What is our Foundation and its programs • How to apply for and receive Grants • How and why to give to the Foundation

43. Resource Persons • DRFC 9200 (2010-13) PDG Tusu Tusubira fftusu@gmail.com • DRFC 9211 (2013-16) PDG Stephen Mwanje stephenmwanje2@yahoo.co.uk • Country Grants Officer Massimo Tognettimax@italframe.com • Country FV Qualifications Officer VinooSomaiyavsomaiya@rotarytz.org

44. Questions?