The Rotary Foundation

1. The Rotary Foundation PETS 1 District 6360

2. The Rotary Foundation: Where there is a need …

3. … The Rotary Foundation can help!

4. TRF Mission Statement To enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty

5. History of our Foundation • Founded in 1917 by RI President Arch Klumph. • First contribution was $26.50. • First grant/donation was $500 to the International Society for Crippled Children (which later became Easter Seals Society). • Contributions jumped in 1947 upon the passing of Paul Harris.

6. History of our Foundation • Today, it’s one of the top charities in the world • The Rotary Foundation is our Foundation • World reach greater than the United Nations – Rotary is truly global • Can go where politicians and religious groups cannot

7. The Rotary Foundation Funding Our Foundation

8. One Foundation, Three Funds Annual Fund For Support Today Endowment Fund To Secure Tomorrow PolioPlus Fund End Polio Now

9. Foundation Funding Annual Fund Contributions SHARE System Contributions Endowment Fund Spendable Earnings PolioPlus Fund

10. The Rotary Foundation Annual Fund For Support Today

11. How TRF Funds Programs The Annual Fund-SHARE System 50% District 50% World Fund

12. District portion: District directed Used by Rotarians in the district Spent on TRF grants and programs World Fund portion: Trustee directed Used by Rotarians worldwide Spent on TRF grants and programs SHARE: Two Funds

13. District 63602013-2014 Rotary Foundation Committee Structure District Governor Terry Allen Lakeshore Committee Chair Teresa Brandell Delta-Waverly Grants Subcommittee ** Vacant *** Polio Plus Subcommittee Ed Foster Charlotte Fundraising Subcommittee Harold Mondol Lansing Dewitt Sunrise Stewardship Subcommittee Jim Temple Berrien Springs-Eau Claire

14. District Spending Priorities Please rank the following possibilities for spending priorities for our District’s use of its District Designated Funds from The Rotary Foundation for the 2014-2015 Rotary Year. Place a number by each choice, using “1” for the highest priority and “7” for the lowest priority. Please use each number only once. _____ Club projects _____ Polio Plus _____ District-wide scholarship(s) _____ Global Grants _____ Vocational Training Teams _____ Rotary Peace Centers _____ Local contingency fund Turn in completed form at PETS March 13-15 in Kalamazoo.

15. SHARE Half of all SHARE contributions come back to districts and clubs after three years The other half goes to the World Fund World Fund Areas of Focus Annual Fund Giving A donation to the Annual Fund can be directed to:

16. 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

17. Annual Fund • Supports grants and programs through the SHARE system, which sends funds back to clubs and districts • Contributions credited to donor’s club • Contributions applied to club’s goal • Contributions count toward donor recognition, including Paul Harris Fellow, EREY, and TRF Sustaining Member

18. AF-SHARE 3-Year Cycle 2010 2011 2011 2012 2012 2013 2013 2014 2015 2016 2016 2017 2014 2015 • Funds from Annual Fund available to districts 3 years after they are contributed - through SHARE • Contributions to the Annual Fund made in 2010-11 are now available in 2013-14 • Contributions made in 2013-14 available in 2016-17

19. $200,000 $ Earnings used for administrative costs 2011-12 2012-13 2014-15 $100,000 $100,000 50% to District 50% to World Fund Matching Grants Packaged Grants Peace Fellows Polio+ $50,000 $50,000 Up to ½ to District Grants At least ½ to Global Grants Grant Distribution Example ANNUAL PROGRAMS GIVING -- SHARE 2013-14

20. District 6360 Global and District funds for 2014-2015 • In 2011-12, contributions = $131,160.62 • $65,580.31 to World Fund and $65,580.31 to District • District-controlled $$$ are split as follows: Global Fund: 50% = $32,790.15District Fund: 50% = $32,790.15 Can be used for:Can be used for: Global Matching Grants Club projects (community and international) World Peace Scholars Local contingency fund Global Scholars Scholarships Vocational Training Teams Vocational Training Teams Polio Polio

21. 2012 Governors-elect Training Seminar | 8 Three Three years ago, District 1234 contributed $100 to the Annual Fund-SHARE. In addition, the District has $20 in Endowment Fund-SHARE spendable earnings.

22. The Rotary Foundation Endowment Fund To Secure Tomorrow

23. Endowment Fund • Endowment Fund contributions are not spent. They are invested in perpetuity. • Only the earnings are used to support activities.

24. Endowment Fund Earnings The TRF Trustees determine the Endowment Fund spendable earnings, whichare then split: • 50% to the World Fund • 50% credited to district

25. The Rotary Foundation Polio Plus Fund End Polio Now

26. Wild Poliovirus Cases * As of Feb. 5, 2014

27. PolioPlus World’s Biggest Commercial Contributions to the PolioPlus Fund are eligible for Paul Harris Fellow recognition.

29. The Rotary Foundation How do I set my club’s goals?

30. The Rotary Foundation • What is the giving history of my club • What will individual club members give during your year – ask them to make a pledge! Gather information:

31. Club Fundraising Analysis

32. Club Recognition Summary

33. The Rotary Foundation • Discuss goals with your club members and board -- get their buy-in! • Make goals challenging, yet achievable. • Make a leadership donation, and encourage other leaders in your club to do the same. Set your club goals:

34. The Rotary Foundation Three main goals needed: • Annual Fund goal – includes: • Paul Harris Society • Sustaining Members • EREY • Other contributions • PolioPlus Fund goal. • Major Gifts/Endowment Fund goal – includes: • Major Gifts • Bequest Society • Benefactors

35. The Rotary Foundation Putting our contributions to work

36. Three types of grants • District grants • Global grants • Packaged grants

37. District Grants:Community & International • Single block grant awarded annually • Activities align with Foundation’s mission • Smaller activities and projects • Local or international activities • Active Rotarian participation • Adhere to stewardship guidelines

38. Bike safety helmets Backpacks with school supplies Picnic grove Summer food boxes HIV/AIDS test kits Food backpacks Supplies for at-risk students Veterans Memorial park lighting Outdoor basketball court Wooden playground Boardwalk Some recent projects…

39. Orphanage laundry equipment Shoes, boots, coats Clean water gravity flow system Classroom furniture Park equipment Reading program for elementary students Renovations for emergency overnight shelter Medal of Honor monument Infant mortality awareness Elementary school mentoring program Senior scholarships More recent grants …

40. Global Grants • Long-term projects • Larger grant awards • $30,000 minimum budget • Sustainable, measurable outcomes • Alignment with area(s) of focus • World Fund match • Requires international partner

41. Packaged Grants • Strategic Partners • Expertise in Areas of Focus • Global scope of work • Encourages involvement by smaller clubs • Funded by World Fund and strategic partner • Predesigned projects

42. Strategic Partners

43. Process open to all clubs Ensures that clubs have the appropriate financial and stewardship controls in place to manage grants funds Implement MOU At least 2 members must attend a Grant Management Seminar Qualification good for one year Qualification

44. Key Dates • Application deadline for District grants: May 31 • Application for Global Grant may be made at any time • Grant Management Seminars: • Wednesday, April 2, Lansing area • Saturday, May 3, Oshtemo • Friday, May 16, at the District Conference

45. Recurring giving: Rotary Direct • Select a designation, amount and frequency • Safe, simple and secure: www.rotary.org