PETS April 24-25, 2010
TThe RRotary FFoundation
of Rotary International
• Are Rotary International and The Rotary Foundation one and the same organization ?
• Is every relatively new Rotarian supposed to know all this stuff ?
• RI President and Directors elected at each annual Convention
• 15 Foundation Trustees are appointed by the
RI President with the approval of the Board• 4 Trustees will be Past Presidents of RI• All have a 4 year term of office• Trustees elect a Chairman annually• All serve without compensation
The mission of Rotary International, a worldwide association of Rotary Clubs, is to provide service to others, to promote high
ethical standards, and to advance world understanding, goodwill, and peace through its fellowship of business, professional and
community leaders.
Rotary InternationalMission Statement
TRF Mission Statement
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.
Rotary Foundation FundingTwo Needs, Two Ways
Spendable Earnings
District Designated
Fund(DDF)
World Fund
TRF Program Funding
RotarianDonations
1 - Annual Programs Fund (APF)–For Support Today2 - Permanent Fund - To Secure Tomorrow
Annual Giving Co-ChairsPDG Reid Asselstine and (soon to be)
PDG Richard Levert
Characteristics of the Annual Programs Fund
• For support today• Seeks an unrestricted annual gift from
all Rotarians “Every Rotarian, Every Year”“Every Rotarian, Every Year”
• 100% of contributions spent directly on programs
• Paul Harris Fellow recognition
• Supports the SHARE System
• Gifts are typically from discretionary income
District 7010 Permanent Fund ChairJohn Gordon
The Permanent Fund:What It Means
The key to the Foundation’s role in the 21st century.
Characteristics of the Permanent Fund
• Principal is never spent• Annual earnings support Foundation
programs• Creates long-term stability• Gifts from capital assets or legacies• To secure tomorrow
Building the Permanent Fund
• Seeks participation of Rotarians through the “Bequest Society”• Seeks to identify, cultivate, and solicit major gifts of US$10,000 or more
• Seeks participation of all Rotarians through the “Benefactor Programme”• Seeks to identify, cultivate, and solicit gifts of US$1,000 or more
• Target of US$1 billion by 2025
Rotary Foundation FundingTwo Needs, Two Ways
Spendable Earnings
District Designated
Fund(DDF)
World Fund
TRF Program Funding
RotarianDonations
1 - Annual Programs Fund (APF)–For Support Today2 - Permanent Fund - To Secure Tomorrow
Foundation Programs
Three Areas- Humanitarian Programs
- Matching Grants – Club Initiated- Educational Programs
- Group Study Exchange, Ambassadorial Scholars- Peace Scholars
- Polio Plus – separate entity
District 7010 PolioPlus ChairJanet Stead
• Polio is a highly infectious virus• Enters through the mouth• Multiplies in the intestine• Invades the nervous system• Total paralysis in a matter of hours• Initial symptoms – fever, fatigue,
headache, vomiting, stiffness in the neck and pain in the limbs
• 1 in 200 – irreversible paralysis• 5%-10% of those may die from
respiratory paralysis
Polio and its symptoms
Global Polio Eradication Initiative
• Rotary International
• World Health Organization
• U.S. Centers for Disease Control and Prevention (CDC)
• UNICEF
Polio already eradicated in >100 countries (& one type of poliovirus already eradicated)
Recurrent importations into polio-free areas
Total casesYear-to-date 2010
Year-to-date 2009
Total in 2009
Globally64 289 1606
- in endemic countries 39 213 1256
- in non-endemic countries:
25 76 350
“We don’t let children die because it is fatiguing to save
them.”
New Advocacy for Polio Eradication
'And today I am announcing a new global effort with the Organization of the Islamic Conference (OIC) to eradicate polio.'
President Barack Obama
Cairo, Egypt
4 June 2009
New Political Backing for Polio Eradication
THE ROTARY FOUNDATION of Rotary International
Educational Programs
Group Study Exchange
The internationalexchange of
young non-Rotarianprofessionals
Team Leader Sandi Campbell & TeamDistrict 7010 GSE Chair Sandi Campbell
Group Study Exchange
• Districts can send a GSE team every other year using a World Fund award
• GSE Team = 4 non-Rotarians + 1 Rotarian• Send additional team member using $2,000
DDF• Teams spend about 4 weeks abroad• Minimum of 5 vocational days
Group Study Exchange
GSE• Main funding = World Fund
• Send additional GSE team with DDF ($13,000 USD)
• Rotary provides the most economical round-trip ticket
• Team members aged between 25 and 40
• Team member must be fully employed and have 2 years of work experience
• Host Rotarians provide meals, lodging and group travel within their district
Ambassadorial Scholarships
For Students to study abroad and serve as
Ambassadors of good will
Brandy Hussey 2008-2009
Sharon McQueen 2010-2011
District 7010 Scholarship ChairColin Vickers(former Ambassadorial Scholar)
Ambassadorial Scholarships
• Academic Year– 9 months full-time study for undergraduate & graduates– Flat grant: US $26,000 DDF
Serve as goodwill ambassadors to host country Give presentations to Rotary clubs and other groups Further international understanding and friendly relations
2009-10 over 700 scholars from 70 countries studied in 80+Countries, cost US $16.2 million
3 Former Scholarship Types are now One3 Former Scholarship Types are now One
Rotary Centersfor International Studies in Peace and Conflict Resolutionfor International Studies in Peace and Conflict Resolution
Master’s degree program in fields related
to peace studies and conflict resolution
District 7010 ChairColin Vickers
Rotary Centers
Purpose:• Train fellows in peace and conflict issues• Advance knowledge and world understanding
among potential world leaders• Promote greater tolerance and cooperation
among peoples
for International Studies in Peace and Conflict Resolutionfor International Studies in Peace and Conflict Resolution
Rotary Centers
• Partnered with 6 Universities around the world• All districts asked to submit one qualified
candidate application each year to TRF• Competitive – chosen based on ability to have a
significant, positive impact on world peace and conflict resolution during their careers.
for International Studies in Peace and Conflict Resolutionfor International Studies in Peace and Conflict Resolution
Peace and Conflict Studies
A short-term certificate program
for professionals
Peace and Conflict Studies• Sessions held at newly
established RotaryRotary Center for Center for Peace and Conflict Studies,Peace and Conflict Studies, Chulalongkorn University, Bangkok
• The oldest and one of the most respected universities in Thailand
Peace and Conflict Studies
Purpose:• To provide professionals in various
fields with the conflict resolution tools to foster peace and peaceful conflict resolution
• Curriculum includes both coursework and practical field-work application components
Peace and Conflict Studies
• Two sessions held annually
• 30 participants per session
• 5-10 years work experience required
• Applicants should hold established careers in fields, industries, and/or positions relating to peace and peaceful conflict resolution
• Sessions conducted English
• Funded through DDF, World Fund, Major Gifts and employer sponsorships
Rotary Foundation AlumniDistrict 7010 Chair Doug Fairhall
All participants in Educational Programs areconsidered Rotary Foundation alumni. Alumni areencouraged to maintain a lifelong relationship withRotary through:• Rotary club membership• Rotaract club membership• Alumni association activities (service projects, future
participant selection and orientation)• Contributions to TRF
District Foundation CommitteeChair, PDG Ron Strickland
Alumni - Doug FairhallScholarships – Colin VickersAnnual Giving – PDG Reid Asselstine - PDG Richard LevertGrants – PDG John TomlinsonGroup Study Exchange – Sandi CampbellInformation – Ted BrandonPermanent Fund – John GordonPolioPlus – Janet Stead
District Designated Fund2007-2008
$271,642 incl.$2,600 from Permanent Fund
Invested for 3 years(2010-11)
District 7010 50:50 World Fund$135,821 $135,821
- Administered by District - Group Study Exchange
- Within parameters - Matching Grants -
administered by TRF
D7010 DDF Shopping List2 years prior to getting our DDF we must allocate how we will use it - $135,821
Polio Plus - $13,582- currently donate 10% of DDFAmbassadorial Scholarship - $13,000- costs $26,000 – do every other yearDistrict Simplified Grant - $23,000- up to 20% of DDF – quick & easy for Clubs Group Study Exchange - $13,000Matching Grants -remainder - $73,239- District currently matches Club projects 2:1Permanent Fund – no donation
Humanitarian Grants Programof The Rotary Foundation
Grants Subcommittee Chair PDG John Tomlinson
• Rotarian participation• Rotary networks• Humanitarian needs• Stewardship
Humanitarian Grant Standards
Matching Grants
• Matched funds for humanitarian endeavors
– 1:1 match for DDF– .5:1 match for cash
• Local and international sponsors• Matching Grants (US$5,000 - $25,000)• Competitive Matching Grants (US$25,001 -
$150,000)
Matching Grants, before
• Host Club $ 100 $ 100• Gore Bay $2,500 $2,500• Elliot Lake $1,500• DDF match $5,000 $8,000• TRF match $6,300 $10,050
• Total Project $ 13,900 $ 22,150
Matching Grants, after
• Host club $ 100 $ 100• Gore Bay $2,500 $2,500• Elliot Lake $ 800• DDF match $5,000 $6,600• No TRF match $ 0 $ 0• Total $ 7,600 $ 10,000Minimum project size must be $ 10,000
District Simplified Grants
• Administered by district leadership• DDF (maximum 20% of new DDF)• Local or international projects • District is sole sponsor
District Simplified Grants
• Two page application form• Describe the project, what, when, where• Who were the beneficiaries ?• How many Rotarians involved and what did they do ?• Long-term community impacts• Cooperating organizations• Budget – income and expenses• Final Report including invoices and cheques
Millennium Development Goals
1. Eradicate extreme poverty & hunger2. Achieve universal primary education3. Promote gender equality & empower women4. Reduce child mortality5. Improve maternal health6. Combat HIV/AIDS, malaria & other diseases7. Ensure environmental sustainability8. Develop a global partnership for development
• Humanitarian projects• Rotarian participation in projects• Development of Rotary networks• Spend consistently with TRF guidelines and
approved application• Vigilant oversight
Appropriate Use of Funds
Local Ownership• Projects and programs must be developed by
the recipient countries and reflect their priorities rather than priorities of donors.
Gender Equality
• Empowerment of women
and gender equality are
prerequisites for achieving
political, social, economic,
cultural, and environmental
security among all peoples.
Donor Coordination
• To eliminate any duplication or gaps in meeting beneficiary priority needs there must be coordination between donor groups including:– Rotary clubs;– Government Agencies;– Non-Rotary civil society organizations
Stronger Partnerships
• International Service Partners enter into contracts that clearly identify the responsibilities of each partner.
• Partners maintain regular communication during the planning, implementation and reporting stages of the project/program.
Results Based Approach
• Focus on Achieving results through:
– Planning & needs assessment;– Regular monitoring of progress;– Evaluation of performance; and,– Reporting on performance
• Goals• Milestones/Outcomes• Impact
Building Capacity
• Assist the beneficiaries with increasing their own ability to help themselves to ensure that benefits are sustained beyond the life of individual projects.
District Leadership
District Grants Subcommittee:• Serve as grants experts • Certify applications for completeness• Authorize district-sponsored grant
applications
District Leadership
District Rotary Foundation Committee Chair:• Authorize DDF• Submit District Simplified Grant requests• Maintain DDF records
District Governor:• Jointly authorize DDF with DRFCC
For a Better FutureFor a Better Future
Annual Giving
2007-2008 $152.26 per member2008-2009 $ 144.50 per member
For a Better FutureFor a Better Future2009-2010
1 Group Study Exchange9 Matching Grant projects16 individual Simplified GrantsSelected an Ambassadorial ScholarDonated $27,400 to Polio Plus
APF donations to date: District average $83.74
#1 BEL $ 433.11/member
#2 Wasaga Beach $282.72 #4 Kapuskasing $206.40 #3 Orillia Lake Country $256.82 #5 Huntsville $172.90
Understanding the NeedUnderstanding the Need
When did you first realize the power of Rotary?
Identifying SolutionsIdentifying Solutions
• Every Club must take ownership and set its own annual giving goal
• Make your own personal gift to TRF
• Every Rotarian must be ASKED to participate in their Foundation
District Goal for 2010-1011 $ 175.00/ member
Make your annual gift today!www.trfcanada.org
For a Better FutureFor a Better Future
Canadian Rotary CentennialAfghanistanChallenge
Building a School for a Better Future
Canadian Rotary Centennial Project
• Build a 20 room school• Jalalabad, Afghanistan• One of safest regions• 4,000 students, 2/3 girls• Attend classes in 3 shifts• Currently studying under the palm trees, in
the open
Canadian Rotary Centennial Project
• CIDA paying half• TRF Matching Grant• Need average of $250 from each Rotary Club
in Canada• $10 per Rotarian
CANADIAN ROTARY CENTENNIAL PROJECT
D7010 CLUB DONATIONS
AS AT APRIL 15TH, 2010
DATE CLUB AMOUNT
DEC 30/09 KAPUSKASING $ 250.00 DEC 30/09 MINDEN $ 250.00 JAN 13/10 BRACEBRIDGE $ 250.00 JAN 31/10 ORILLIA LAKE COUNTRY $ 500.00 JAN 31/10 HUNTSVILLE $ 250.00 JAN 31/10 ENGLEHART $ 250.00 JAN 31/10 CHAPLEAU $ 250.00 JAN 31/10 FENELON FALLS $ 250.00 FEB 8/10 ROUYN-NORANDA $ 250.00 FEB 8/10 HURONIA $ 500.00 MAR 1/10 HUNTSVILLE/LAKE OF BAYS $ 250.00
TOTAL $ 3,250.00
The End
Are there any questions ?Are there any questions?