The Rotary Foundation

District 9500Rotary Foundation

Seminar3rd November, 2013.

DRFC Ed King

The Rotary Foundation

The Foundation is a not-for-profit corporation

supported solely by voluntary contributions

from Rotarians and friends of the Foundation who

share its vision of a better world.

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.

Mission Statement

The Rotary Foundation

• 1917 - Started as Endowment Fund ($26.50)

• 1929 - First Donation ($500 to Crippled

Children)• 1932 - $50,000 Balance in Bank• 1937 - $2 million Fundraising Goal Set

• 1939 - 45 – WWII Setback• 1947 - Passing of Paul Harris

• $10.00 gift to honour PH sees funds pour in

exceeding $1.775m. TRF Underway!• 1957 - PHFs established.

Need for Future Vision Plan

Immense growth

Relevance in philanthropic world

Sustainability, significance, simplification

Focus service efforts to increase impactSimplify programs and processesSupport global and local effortsIncrease sense of ownership for districts

and clubsEnhance Rotary’s public image

Future Vision Plan Goals

District Grants

Global Grants

Packaged Grants

New Grant Model

District Grants

Single “block” grant awarded annuallyLocal or international activitiesActivities align with the missionLocal decision making, with broader

guidelinesSmaller activities and projects <15K

Global Grants

Long-term projects Sustainable outcomesLarger grant awards aligned with Areas of

Focus (over 30K)World Fund match

100% with DDF50% Cash Contributions

Primary Host Sponsor and International Sponsor

6 Areas of TRF 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

Promoting Peace

Today, 42 million people are displaced by armed conflict or persecution.

Through our partnerships with several leading universities, Rotary Peace Fellows develop the skills to strengthen peace efforts, train local leaders to prevent and mediate conflict, support long-term peace building in areas affected

by conflict.

We provide up to 100 peace fellowships per year at Rotary Peace Centres

Fighting disease

More than 100 million people are pushed into poverty each year because of medical costs.

We aim to improve and expand access to low-cost and free health care in underdeveloped areas.

Our members educate and mobilize communities to help prevent the spread of major diseases such as polio, HIV/AIDS, and malaria.

Many of our projects ensure that medical training facilities are located where the workforce lives.

Providing clean water

More than 2.5 million people lack access to adequate sanitation facilities.

At least 3,000 children die each day from diarrheal diseases caused by unsafe water.

Our projects give communities the ability to develop and maintain sustainable water and

sanitation systems and support studies related to water and

sanitation.

Saving mothers and children

At least 7 million children under the age of five die each year due to malnutrition, poor health care, and inadequate sanitation.

To help reduce this rate, we provide immunizations and antibiotics to babies, improve access to essential medical services, support trained health care providers for

mothers and their children. Our projects ensure sustainability by

empowering the local community to take ownership of health care training programs.

Supporting education

Sixty-seven million children worldwide have no access to education

More than 775 million people over the age of 15 are illiterate.

We aim to strengthen the capacity of communities to support basic education and literacy, reduce gender disparity in education, and increase adult literacy.

Growing local economies

Nearly 1.4 billion employed people live on less than $1.25 a day.

We carry out service projects that enhance economic and community development and develop opportunities for decent and productive work for young and old.

We also help strengthen local entrepreneurs and community leaders, particularly women, in impoverished communities.

Packaged Grants

Work with Strategic PartnersPredesigned projectsFunded entirely by World Fund &

Strategic PartnerAligned with an area of focus

Rotary Foundation FUNDS

The Rotary Foundation

is your Foundation.

Funds are received as:-

Annual Programs Fund

The Permanent Fund

Polio Plus

Foundation Funding

Contributions

SHARE System

Contributions

Spendable Earnings

Annual Fund

PermanentFund

PolioPlus Fund

SHARE System

• Divides Annual Fund contributions between– District Designated Fund (DDF)– World Fund

• Transforms contributions into grants, etc.• Allows clubs to determine how district

contributions are spent

TRF Money Flow

RotarianContributions

TRFProgramFunding

DDF(District

DesignatedFund)

Share

InvestmentEarnings

WorldFund

YEAR 2

YEAR 1

Earnings

Pay

TRF Administrative Expenses

Spend

Select Participants

Plan/Allocate

Contribute

YEAR 3

District Simplified Grants

Matching Grants

Ambassadorial Scholarships

Additional VTT Team

Rotary Peace Centers

Matching Grants

Vocational Training Team (VTT)

Health, Hunger and Humanity Grants (3-H)

Rotary Peace Centers

50% District Designated Funds (DDF)50% World Fund

Understanding SHARE

Three Needs, Three Ways of Giving

Annual Programs

Fund

To Support Today

Permanent Fund

To Secure TomorrowEnd Polio

Now

AF - SHARE 3 - Year Cycle

Funds from Annual Giving available to districts 3 years after they are contributed - through SHARE

Contributions to the Annual Programs Fund made in 2010-11 are now available in 2013-14

Contributions made in 2011-12 available in 2014-15

20092010

20102011

20112012

20122013

20132014

20142015

Contributing to the Foundation

ClubsAnnual Fund

Polio Plus

Permanent Fund

Six Areas of Focus

Disaster Recovery

Matching Grants

PersonalEREY

Centurions

Paul Harris Fellow

Paul Harris Society

Major Donor

Arch Klumph Society

All except Permanent Fund & Disaster Recovery accrue PHF Recognition points

All are Tax Deductable except Permanent Fund & Disaster Recovery if

given via TARFT

The Annual Programs Fund is the main source of

funding for Educational and

Humanitarian programs

Centurion membership – $100

per year

Paul Harris Fellow – US$1,000

recognition

Paul Harris Society – Annual US$1,000

giving

The Annual Programs Fund

Contributions to The Australian Rotary Foundation Trust are tax

deductible.

S

How Have We Performed ?

Contribution by Fund 2012-13

Unused DDF rolls forward to the next year for use in

Global Grants

2014-152010-11 2011-12 2012-13 2013-14

Unused DDF is calculated; districts notified in May

Funds Raised

Funds Spent

What if we don’t use all our $$$

It is not lost in roll-over

District Ranking

District EREY PHS MD BS AKS AverageD9780 658 20 9 2 0 137.8D9800 498 60 20 23 0 120.2D9680 501 60 20 16 1 119.6D9640 424 18 7 18 0 93.4D9790 414 31 7 3 1 91.2D9630 340 50 19 14 1 84.8D9810 366 22 14 14 1 83.4D9455 358 18 13 7 1 79.4D9500 362 20 6 5 0 78.6D9710 283 26 8 13 0 66D9550 280 23 8 8 0 63.8D9750 299 6 6 8 0 63.8D9690 299 10 3 3 0 63D9700 281 3 4 4 0 58.4D9520 262 13 8 1 0 56.8D9465 217 5 5 5 0 46.4D9670 209 9 0 1 0 43.8D9820 204 7 2 3 0 43.2D9830 161 18 3 4 0 37.2D9600 108 23 15 14 1 32.2D9650 113 12 4 9 0 27.6D9570 58 4 0 4 0 13.2

Average 304 21 8 8 0

Australia

What is “Sustainability”?

The Rotary Foundation describes ‘Sustainability’ as:

“The capacity for maintaining long-term outcomes to serve the needs of a community after grant funds have been expended.”

Sustainable Projects

Global Grants are an investment in long-lasting change

Project Characteristics:

Community fit Planning Phase Materials/Technology ) Funding ) Knowledge )Implementation Motivation ) Evaluation Reporting

Key Points to Remember

Community Needs Identified Local Support EvidentSix Areas of Focus

Peace & Conflict resolution Disease Prevention/Control Water & Sanitation Maternal & Child Health Basic Education & Literacy Economic & Community Development

Project is SustainableMeasurabilityActive Rotarian Involvement

Bill Gates gives to The Rotary Foundation

Why don’t you?

So we can do good in the world

Questions?

The Rotary Foundation

Thank You

Participation* by Member by District

*Personal Giving Members to THE ROTARY FOUNDATION