the rotary foundation our foundation - our charity · pdf filethe rotary foundation our...
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THE ROTARY FOUNDATION
Our Foundation - Our Charity
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TODAY’S PROGRAM – FOUNDATION SEMINAR 23-04-2017
11.20 am David Rands Welcome, sign in, manual distribution
11.30 am David Rands Our Foundation – the broader view
11.45 am David Rands Club Qualification / Club Foundation Chair Manual / Role of Club
Foundation Chair
11.55 am David Rands introduction of District Foundation Team
12.00 pm Gavin Ralston Personal Giving - The Centurion Program
12.20 pm David Cook Paul Harris Society / Major Donors
12.30 pm Barry Philps Benefactors, Bequests and the Endowment Fund
12.40 pm David Rands Goal Setting / Use of My Rotary reports
12.50 pm David Rands Foundation Dinner
12.55 pm Pam Pritchard Scholarships and Peace Fellows
1.05 pm Bob Aitken End Polio Now - Update
1.15 pm LUNCH – Return at 2.10 pm
2.10pm Patricia Garcia Peace Fellow
2.20pm David Rands District Grants
2.30 pm Tony Castley Global Grants including VTTs
3.00 pm Danny Low /
David Rands Q & A and wrap up
3.15 pm Close Return to Plenary sessions of District Assembly
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Then President Arch Klumph proposed to set up an endowment in 1917 proposed to set up an endowment in 1917
1916-17 Board of Directors. Top L to R FW Galbraith,
E. Leslie Pidgeon, Chelsey R Perry, Guy Gundaker.
Bottom l to R Arch C. Klumph, Allen D. Albert1916-17
Board of Directors. Top (left to right): F.W. Galbraith Jr.,
E. Leslie Pidgeon, Chesley R. Perry, Guy Gundaker.
Bottom (left to right): Arch C. Klumph, Allen D. Albert.
The first contribution to the
endowment was from the Rotary
Club of Kansas City, Missouri, for
$26.50
The endowment is the precursor to
The Rotary Foundation, the not-for-
profit philanthropic organisation that
supports Rotary International.
“For the purpose of doing good in the world” purpose of doing good in the world”
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THE ROTARY FOUNDATION SO FAR…
• First Grant - $500 to the crippled children society 1929
• Ambassadorial Scholar Program Launched 1947
• GSE Program launched 1965
• 3H Program Launched 1979
• Polio Plus Launched 1985
• Rotary Peace Fellow Program Launched 1999
• Future Vision Program Pilot Launched 2009
• Areas of Focus Grants Program launched 2013
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FOUNDATION GRANTS AND PROGRAMS
Grants • District grants - Small grants administrated by District
• Global grants - Large Grants administrated by the TRF.
Can be a project grant, VTT (Vocational Training team), or
scholarship.
• Special Grants
• Programs
• Peace Fellows: fully funded by the TRF
• Polio Plus: Our No.1 Priority!
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AREAS OF FOCUS
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36.6%
Australia
Individual
Club
18.0%
New Zealand
Individual
Club
96.4%
3.6% Philippines
Individual
Club97.1%
2.9% Indonesia
Individual
Club
48% of Rotarians Contributing 43% of Rotarians Contributing
21% of Rotarians Contributing 7% of Rotarians Contributing
Personal Giving v Other Giving By Country Group.
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Global Grants 1,078 $68.8m 3,387 Clubs
District Grants 488 $25.2m 8,102 Clubs
Polio 81 $128.95m
Where the money went in 2014-15
Grants Valueue Participation
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32 DISTRICT GRANTS THIS YEAR - $132,000
Balgowlah Gosford North Mosman Ryde
Belrose Hills Kellyville North Sydney The Ponds
Blackheath Kincumber Northbridge Turramurra
Chatswood Sunrise Kurrajong North
Richmond Northlakes Toukley Umina Beach
East Gosford Lane Cove North Sydney Sunrise Upper Blue Mountains
EClub Greater Sydney Lindfield Norwest Sunrise Upper Northern
Beaches
Epping Macquarie Park Pennant Hills Wahroonga
Glenhaven Manly Roseville Chase Wyong
8 Projects in Australia – 24 International Projects
Total Value: $342,000
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DISTRICT GRANTS
Gosford Club used a District grant to build two picnic shelters on the Gosford waterfront.
Mosman Club has supported “Books in Homes” in providing books to infants and grade 1 pupils at a school in Mt Druitt
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12 GLOBAL GRANT PROJECTS LAUNCHED SO FAR THIS YEAR
(OVER $US 1 MILLION IN TOTAL)
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GLOBAL GRANTS
Carlingford Rotary used a Global Grant of $26K to supply fishing boats in Philippines after Hurricane Haiyan Total project value $56K
The Hills Kellyville Rotary used a $40K GG to supply ophthalmology equipment in the Jaffna hospital in Sri Lanka. 135 patients were operated on using the equipment in its first month of operation. Total project value $110K
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GRANTS RECEIVED BY DISTRICT 9685 IN 2015-16
Our District 9685 has received the following grants 2015-16
• District Grant - 40 club grants totaling - $83,000
• Global Grants - 12 approved Global Grants - $120,000 DDF
• Global Grants - Foundation Match - $120,000
• Foundation Scholarship - $30,000 DDF
• Foundation Scholarship match - $30,000
• Clubs $130,000 input-50% match - $65,000
• $ Total funding from the Foundation US $448,000
Annual Fund raised in 2015-16 by D9685 US$ 393,661
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GIVING TO CHARITY
How many of you give
to a Charity?
Please give to
our Charity?
In 2014-15 The Rotary Foundation put 91.4% of the
funds into Rotary Programs - 2% administration ,6%
promotion.
The Rotary Foundation has a had four star rating with
the Charity Navigator – for eight consecutive years.
2016 Outstanding Foundation (Association of
Fundraising Professionals)
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CLUB QUALIFICATION
For a Rotary Club to be qualified to access Foundation
District and Global Grants, it must meet the following
criteria
• Attendance at the Foundation Seminar for updating /
training of club foundation Chair or a delegate.
• Completion of the Memorandum of Understanding
document included in the foundation Chair Manual
• Entering of club giving goals on line. Instructions are in
the Club Foundation Chair Manual
Club Foundation Chair Manuals are available today
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CLUB FOUNDATION CHAIR MANUAL
• Your reference for the year
• Information on applying for grants – with links where
appropriate
• P 6-7 District Grant requirements and Interim Final
report form. The Final report must be completed
before second half of DG is paid to Club.
• P 8 Global Grant advice – an on-line process
• P 11Club Memorandum of Understanding – this must
be completed before any grant can be applied for.
• P 12 District Grant Application form
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THE ROTARY FOUNDATION – THE CLUB CHAIR ROLE
• Encourage Club project chairs to apply for Foundation
Grants and help members be involved in those projects
• Be knowledgeable about the Grants process and options
available – advise the club
• Promote the Foundation’s work frequently at Club meetings.
• Arrange an inspirational Foundation focused program 4
times per year .
• Set goals and encourage all members to be a Centurion.
Assist the club treasurer in managing the receipts
• Promote membership of the Paul Harris Society and the
Bequest Society. Inspire your fellow members to give
personally to OUR Foundation.
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DISTRICT TEAM- THE ROTARY FOUNDATION
• Chair PDG David Rands
• Scholarships PDG Pam Pritchard
• End Polio PDG Bob Aitken, Bruce Nicholls
• Grants David Dean
• Foundation Alumni Lindsay May
• PHS/Major Donors PDG David Cook
• Centurions Gavin Ralston
• Endowment Fund PDG Monica Saville
• Audit/Review Chair Tony Durbin
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ZONE REPRESENTATIVES - THE ROTARY FOUNDATION
• Beaches Peter Kindred
• Blue Mountains PDG Jennifer Scott
• Central Coast David Rivett
• City North Neil Howie
• Hawkesbury Bob Kaye-Smith
• Lower Central Coast Ross Pearse
• Nepean PDG David Cook
• North Shore PDG Pam Pritchard
• Northwestern Haran Ramachandran
• Riverside PDG Monica Saville
• The Hills PDG Barry Philps
• Upper Central Coast Liz North
• Upper North Shore PDG John Cameron
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Rotary Club raises
money
Rotary club donates
money to another charity
Other charity builds
reputation
Other charity comes back to
Rotary Club for more money
The cycle of fundraising and giving
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…to do good in the world
Rotary Club raises Money
Rotary Club contributes to TRF
Rotary club applies for a Grant
The Grant provides funding for local or
international projects
Reputation of the Rotary Club
grows
Lets grow our reputation
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The Centurion Program
Gavin Ralston
E-Club of Greater Sydney
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THE CENTURION PLAN aka
The Centurion Program
The Centurion Club..
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.
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AN AUSTRALIAN PROGRAM
• $A100.00 a year
• Tax deductable
• Goes towards PHF
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DO YOU HAVE a
CENTURION BADGE?
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DO YOU HAVE
a
CENTURION BADGE?
DO YOU WEAR IT?
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Changes
FOUNDATION CHAIR RESPONSIBILITY
NO BADGE
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New coloured sticker
RENEWED ANNUALLY
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New coloured sticker
Runs for Rotary year.
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New coloured sticker
Runs for Rotary year.
Distributed by Club Foundation Chair
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New coloured sticker
Runs for Rotary year.
Distributed by Club Foundation Chair
Funds sent direct to RI
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SUPPORT
Regular reports of Members’ Centurion status
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Paul Harris Society
PDG David Cook
Lower Blue Mountains Rotary Club
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WHAT IS THE PAUL HARRIS SOCIETY?
US$1,000 every year
Annual Fund
PolioPlus Fund
Approved Foundation grants
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WHY JOIN THE PAUL HARRIS SOCIETY?
Doing so helps ensure the
continued good work of Rotary
members.
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JOINING THE PAUL HARRIS SOCIETY
Become a member
Join online.
Complete the brochure
Call the Rotary Support Center
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ROTARY DIRECT
Recurring giving
Choose your designation
Set amount & frequency
Monthly
Quarterly
Annually
Enroll online: www.rotary.org/give
PHS membership is automatic
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PAUL HARRIS SOCIETY RECOGNITION
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Thank you for your time, commitment, and support.
QUESTIONS?
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Major Donors by District
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The Endowment Fund
PDG Barry Philps
Glenhaven Rotary Club
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SUPPORTING THE ROTARY FOUNDATION
Annual Fund
For Support Today
Endowment Fund
To Secure Tomorrow
Polio Plus Fund
End Polio Now
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WAYS TO GIVE – AND RECOGNITION
Benefactor (US$1,000+)
Bequest Society (US$10,000+)
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Bequest Society Members
leave US$10,000 or more in their
Will so their contribution
will work forever.
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BEQUEST SOCIETY, BY DISTRICT, MOVING ANNUAL TOTAL
7 9 8
3 4 6
28
22
11 7
1
6
20
3
9 6
1
11 13
2 3
3 1
1
2 1
5
8
8
1
2
1
8
2
2
1
4 2
1 1
1 1 1
1
2
1
3 3
2
3
1
1
4 1
1
1 1
2
1
1
2 1
2
1
2
5
1
2 2
1 1
1
1
1
1
1 2
1
2 1
2
1
1
D9455D9465D9500D9520D9550D9570D9600D9630D9640D9650D9670D9675D9685D9700D9710D9780D9790D9800D9810D9820D9830
Level 1 Level 2 Level 3 Level 4 Level 5 Level 6 Level 7
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Rotary’s tomorrow
depends on what we do
today.
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GOAL SETTING
• Giving goals: Essential requirement of Club Qualification.
• Log onto My Rotary – Club Presidents, Foundation Chairs
have access to Club Foundation reports and can enter goals
• Use the Manage tab / Rotary Club Central, Foundation
Giving / Goals and Progress – p 10 CFCM
• For Reports Log on to My Rotary. Select the Foundation
Tab then drop down on the right to Foundation Reports.
Various available - you will find Contribution and Recognition
Reports
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MY ROTARY WEBSITE
• For Reports Log on to My Rotary. Select the Foundation
Tab then drop down on the right to Foundation Reports.
Various available - you will find Contribution and Recognition
Reports
• Reports include:
– Benefactor Report
– Club Recognition Summary
– Club Foundation Banner Report
– Major Donor, Arch Klumph Society, Bequest Society
– Club Fundraising Analysis
– Paul Harris Society Report
• Help available from TRF – Mark Anderson
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THE WEBSITE AND USEFUL INFORMATION
The Rotary Foundation
• Grant Centre
– Global Grant Application
• Our Causes
Manage
– Club Administration
– Reports • Club Recognition Summary
• EREY
• Club Fundraising Analysis
– Contribution Forms
– Goals
www.rotary.org
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FOUNDATION DINNERS
• Chatswood Concourse – September / October – speaker
PM Malcolm Turnbull – to be confirmed. Ref. Peter Kindred
• Epping Club - Monday 20th November – speaker Jennifer
Jones – Board member of RI – an excellent speaker
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Peace Fellows and Global Grants Scholarships
PDG Pam Pritchard
Turramurra Rotary Club
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GLOBAL GRANT SCHOLARSHIPS
Through scholarship grants Rotarians can support future leaders in
fields related to their areas of focus.
US $30,000 DISTRICT SCHOLARSHIP FOR 2017-18
For overseas study at a post graduate level for one to four years
Due 31st March 2018
Criteria
Aligned to an area of focus
Excellent leadership skills
Success in his or her academic field or vocation
Well defined and realistic goals
Sincerity about maintaining a lifelong relationship with Rotary
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GLOBAL GRANT SCHOLARSHIPS
One of our Foundation Global Grant Scholars
for 2016-17 is Alison French who is studying
at Oxford University. Alison was nominated by
the Rotary Club of Northbridge.
Alison is studying for a Masters in Public Policy, with special focus on
education policy. In particular her passion is to improve curricula for the
aboriginal community, recognising culture and remoteness as particular
challenges
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GLOBAL GRANT SCHOLARSHIPS
Another of our Foundation Global Grant
Scholars for 2016-17 is Michaela Dolk
who is also studying at Oxford University.
Michaela was nominated by the Rotary
Club of Mosman.
Michaela has a BSc in Environmental
Systems, and is studying for a Masters
degree in Water Management Policy. Her
aim is to contribute to improved hydrology
and water management in developing
countries.
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GLOBAL GRANT SCHOLARSHIPS
Our Foundation Global Grant
Scholar for 2015-16 was William
Chan, who started his studies in
Milan being hosted by the
Rotary Club of Milano Cordusio.
He gained approval to continue
his studies in Berlin working on a
research project.
William’s field of work and study is water and sanitation and he has a
track record of community service. He was nominated by RC Macquarie
Park.
He is a RYLArian and was President of his school Interact Club.
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ROTARY PEACE FELLOWSHIPS
Through training, practice and global networking, the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution.
A new online application is to be completed by the applicant, due May 31, endorsement by District July 1.
TWO YEAR MASTERS DEGREE
Average cost to the Foundation US$80,000
Criteria
• Bachelor’s Degree and related experience
• Commitment to International Understanding and Peace
• Excellent Leadership Skills
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ROTARY PEACE SCHOLARSHIPS
THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE
Criteria
• Five years of related full time work or volunteer experience
• Strong academic background
• Commitment to International Understanding
and Peace
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PEACE FELLOW
Our Peace Fellow for 2016-17 is Patricia
Garcia OAM, who has just completed her
three months of study at the Peace Centre
at Chulalongkorn University in Bangkok.
The 22 Fellows are hosted by the Rotary
Club of Bangkok and other Bangkok clubs.
Patricia is a highly respected humanitarian
and human rights advocate who has worked
in war zones for over 20 years (Afghanistan,
Sudan, Burma) and has worked for many
global NGOs, managing programs with
responsibility for emergency and post
conflict recovery.
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End Polio Now - Update
PDG Bob Aitken
Lower Blue Mountains Rotary Club
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THE RISE AND FALL OF POLIOMYELITIS
1916 First major polio epidemic in USA, 27,000 cases , 6,000 deaths
1929 Franklyn D Roosevelt contracted polio at 39. As President he proved to be a huge asset to the polio campaign
1934 LA epidemic, 5% of Doctors and 11% of Nurses treating patients contract the virus.
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THE RISE AND FALL OF POLIOMYELITIS
1940 Australian Nurse Sister Elizabeth Kenny leads revolution in the treatment of polio by advocating the use of hot packs instead of stretching limbs
1955 Dr Jonas Salk’s trials injectable vaccine on 1.8 million children
1970 Dr Albert Sabin develops oral vaccine which quickly becomes vaccine of choice
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THE RISE AND FALL OF POLIOMYELITIS
1985 • 350,000 cases of polio each year with thousands of deaths and disabilities
• RI launches campaign after Dr Sabin speaks to Rotary Leaders at the International Assembly in Nashville USA
• Decision made after successful trial in the Philippines
• Inspired by our own RI President Clem Renouf
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THE RISE AND FALL OF POLIOMYELITIS
2014 359 cases of polio
2015 74 cases, India and Africa declared polio free
2016 Pakistan and Afghanistan remained – BUT in August 216 there was a major set back with 2 new cases of the Wild Polio Virus. There have now been four such cases in this previously inaccessible area.
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THE RISE AND FALL OF POLIOMYELITIS
Since 1985, Rotary has raised and invested $1.8 billion
in the campaign with governments around the world
like the USA and India expending billions more.
The Bill and Melinda Gates Foundation has
contributed in excess of $1 billion to the almost
$10 billion raised worldwide
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THE RISE AND FALL OF POLIOMYELITIS
In India, at the peak of the campaign 2012/13, every two months:
• One National Immunisation Day (NID) conducted
• 2.5 million volunteers take part
• 500 special Rotary Booths set up to organise NID’s
• 180 million children immunised in 8 hours
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What Now?
Are we prepared for the ENDGAME?
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STILL MUCH TO DO
• Some 400 million children immunised annually in 60 countries
• 150,000 polio funded workers in 70 countries
• Introduction of the Inactivated Polio Vaccine for routine immunization in 126 countries
• Disease surveillance activities continue in 70 countries – with the Nigerian discoveries providing proof of the effectiveness of the campaign
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ONGOING FUNDING ABSOLUTELY VITAL
• US $5.5 billion required to fund the Global Eradication Program through 2019
• Confirmed resources amount to US$4.28 billion – leaving a gap of US$1.22 billion
• Magnificent support from the Gates Foundation continues to fund the campaign on a 2 for 1 basis up to US$35 million for the next 3 years. Rotary’s challenge is to raise US$35 million which will be matched with a further US$70 million
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ROTARY’S FUNDRAISING GOALS
• All Districts worldwide are encouraged to donate 20% DDF each year for 3 years
• Donations of $2,650 are requested ALL Rotary Clubs – maintaining the link with Arch Klumph’s original donation from 1917 International Convention to launch The Rotary Foundation
• Further, a personal donation of $26.50 is requested from ALL individual Rotarians
• Special fundraising functions/promotions are encouraged within all Clubs and District
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END POLIO NOW
PLAN NOW FOR THE YEAR AHEAD …
No time for ‘POLIO FATIGUE’ we are now launching a special fund raising initiatives for 2017/18 …
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END POLIO NOW
WORLD POLIO DAY - OCTOBER 24 We urge all District Governors to work with their Club Presidents to plan now to lock in World Polio Day, October 24 as “END POLIO NOW Soup Saver Day” in 2017!
The simple concept comes from our Rotary friends in Switzerland –
‘Every club meeting during the week of October 24, 2017, will agree to pay $15 for a ‘Soup Saver’ meal … $5 to cover cost of soup and bread role AND $10 to be a personal donation from EVERY member to END POLIO NOW’
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ROTARY’S BIRTHDAY - FEBRUARY 23, 2018 Then, we repeat the special meal exercise on February 23, 2018, to celebrate Rotary’s birthday.
‘This time, the meal will be coffee and cake for the same ‘sacrifice price’ of $15 per head - $5 for the coffee and cake with the remaining $10 again providing a personal donation from every member to END POLIO NOW’
Such a simple concept has the ability to raise more than $750,000 if endorsed by all clubs and Rotarians across Australia and New Zealand – not to mention a massive $24 million if adopted world wide!
END POLIO NOW
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THE END RESULT
The of course we add the Gates ‘multiplier effect’ ……….. $750k from Australia and New Zealand becomes $2,250,000*; and $24 million worldwide becomes $72 million*!!!
DARE THE DREAM FRIENDS ………
*Figures show are estimates in a perfect world
END POLIO NOW
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POST POLIO SYNDROME
• Decades after polio epidemics in Australia it is estimated that some 400,000 people are suffering from “Late Effects of Polio” (LEoP) or Post Polio Syndrome (PPS)
• District 9685 was pleased to partner with Polio Australia to provide vital community service by way of educational workshops for health professionals
• Eight Workshops were held and provided guidance in the management and treatment of LEoP and PPS
• If LEoP not identified, symptoms can worsen rapidly due to incorrect care
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Thanks to everyone involved with the workshops in particular Polio
Australia, Polio survivors and the young health professionals who gave
up their time to participate
Thanks also to the Rotarians of the world who continue to work
tirelessly for Polio Eradication
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Lunch
Please return at 2.05pm
We begin at 2.10pm
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Peace Fellow
Patricia Garcia
2016-17 Peace Fellow
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District Grants
PDG David Rands
Beecroft Rotary Club
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DISTRICT GRANTS
• District Grants are helping Grants, to help clubs fund one or more of their projects
• For smaller activities and projects
• Locally or internationally
• Managed by District
• Easy to apply and easy to report
• Grants up to $6,000 for International Projects and $3,000 within Australia
• District and Clubs must be qualified
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GRANT RULES
• One Grant per club
• Applications by May 30th helps District get their grant in earlier and receive the money quicker
• “To do Good in the World”
• Minimum club contribution 100% of grant
• New project and one not yet started
• Club involvement- not a cheque hand out
• One page application- approved by the club Board
• District and Clubs must be qualified every year!
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GRANT RULES – QUALIFICATIONS AND REPORTING
• Club must sign MOU
• Participate in the District Training
• Complete the Club Goals online
• Australia min-$500 , max $3,000, first payment 50%
• International min-$1,000- max $6,000 first payment 50%
• Grants must be completed in the Rotary year
• Reports: Interim March, Final May 30th 2016
• Reports must include good photos – high res please!
• 50 +clubs to have a District Grant in 2016-17
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DISTRICT GRANT EXAMPLE 2015-16
The Rotary Club of Belrose supported a project in Sri Lanka called Network Heaven
which provided school supplies to 1200 children via Frenchs Forest Baptist Church.
They raised $2500 which was matched by a District Grant of $2500.
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EXAMPLES: DISTRICT GRANTS FOR AUSTRALIAN PROJECTS
Club Project
Central Blue Mountains Disability Services
The Entrance Play area special needs kids
Mosman Library Footpath
Castle Hill Wheelchair Ramp
Woy Woy Hospital bed
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EXAMPLES: DISTRICT GRANTS FOR INTERNATIONAL PROJECTS
Club Project
Upper Blue Mountains Sunrise
School Equipment - Vanuatu
Wahroonga Disaster Recovery - Nepal
E-Club Greater Sydney Days for Girls / Sewaid - Fiji
Vinegar Hill Water & Sanitation – Sri Lanka
Northbridge Dental Equipment - Cambodia
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DISTRICT GRANT CASE STUDY
Norwest Sunrise – Applied for $2500 District Matching Grant
To Help Babies Breathe – Overall $5000 Project.
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DISTRICT GRANT CASE STUDY
Norwest Sunrise – 50% of Grant ($1250) provided in August
when project approved.
Approval Requirements:
- Memorandum of Understanding Signed
- Club Foundation Goals Entered at rotary.org
- Past grants completed
- One-page application completed
(First-come, First-serve – one grant per club until funds run out)
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DISTRICT GRANT CASE STUDY
Norwest Sunrise – Project Completed at Lower Cost of $4926
Final District Grant payment reduced
to equal 50% of cost
$2463 instead of
$2500
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DISTRICT GRANT CASE STUDY
Norwest Sunrise – Provided training materials, medical
equipment, and solar powered headlamps for birth attendants in
Papua New Guinea
Costing $4926
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Global Grants incl. VTTs
PDG Tony Castley
Rotary E-Club of Greater Sydney
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1. GLOBAL GRANTS - UNDERSTANDING
1. How to understand what the TRF is looking for in a Global
Grant
2. DDF and the World Fund, including update in funds available
3. Lifecyle of a Global Grant – and current D9685 grants
4. Case study of a grant application
5. Funding of Global Grants, Rotary clubs, Partners , and
Cooperating Organisations
6. Global grants working with RAWCS
7. Vocational Training Teams (VTT)
8. Global Grants in Australia ? Updates on movements within
TARFT
9. Terms and Conditions
10.Where to get advice :
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GLOBAL GRANTS
Larger projects $30,000 +
Long-term projects
Larger grant awards-up to $200,000
Sustainable, measurable outcomes
Alignment with the six areas of focus
District and clubs must be qualified
World Fund match- minimum $15,000
Applied for online by clubs
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2. DDF AVAILABLE FOR GLOBAL GRANTS
• DDF – District Designated Funds is the money held by District to
support Grants
• Global Grants are funded by DDF and matched by the World Fund
• DDF available for GG’s for balance of 2016-17 approx $30,000
• DDF available for 2018-19 for GG’s $80,000 + roll over
• Check with District first- discuss DDF requested
• Check what funds the other clubs and other districts are contributing
• Check what funds will be matched and what won’t
• Calculate in the 5% TRF, or plan otherwise.
• Decide who will operate the bank account
• Check the TRF Terms and Conditions
• Remember donations to Global Grants can be tax deductible
• We can help you! Ask us first!
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KEY POINTS FOR GLOBAL GRANTS – BY TC
• Supply of goods or equipment alone is not sufficient.
• The project needs to be new or additional
• Stay clearly within the 6 Areas of Focus- use their words
• No buildings and no Disaster Recovery or Restoration
• Know your overseas host club and ensure they will be a good partner
• Plan the sustainability and the measurement of the project
• Involve the community in the area of the project
• Build in PR
• Keep it simply
• Ask for advice from District
• Applicant to be IT savvy
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SUBMITTING A SUCCESSFUL GRANT APPLICATION
Consult with local experts early in the planning process to build a strong
project plan and global grant application. The district resource network
(see below) can help.
To be approved, your application must clearly describe how your project,
scholarship, or vocational training team:
• Is sustainable — include plans for long-term success after the global
grant funds have been spent
• Includes measurable goals
• Aligns with one of Rotary's areas of focus
• Responds to real community needs
• Actively involves Rotarians and community members
• Meets the eligibility requirements in the grants terms and conditions
Applications are accepted throughout the year and are reviewed as
they're received. Learn more about the Global Grant Lifecycle
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RESOURCES & REFERENCE- FROM GRANT CENTRE
• A Guide to Global Grants (PDF)
• Areas of Focus Policy Statements (PDF)
• Cooperating Organization Memorandum of Understanding (DOC)
• Global Grant Application Supplement for Microcredit Projects (DOC)
• Global Grant Application Template (DOC)
• Global Grant Calculator (XLS)
• Global Grant Monitoring and Evaluation Plan Supplement (PDF)
• Global Grant Report Supplement for Microcredit Projects (DOC)
• Global Grant Scholarships Supplement (PDF)
• How to use the Grant Center (PDF)
• Lifecycle of a Project
• Six Steps to Sustainability (PDF)
• Terms and Conditions for Rotary Foundation District Grants and Global Grants (PDF)
• Training Plan for Global Grants (DOC)
• Vocational Training Team Itinerary (DOC)
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GLOBAL GRANT APPLICATIONS
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CURRENT GLOBAL GRANTS D9685 2016-17 – DRAFT
Wahroonga New
Beecroft Abandoned ??
Not our district Upper Blue $320 ??
Crows Nest
E- Club Abandoned
Glenhaven
Grants in Draft
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CURRENT GLOBAL GRANT D9685 2016-17 – AUTHORISATION REQUIRED
Not our district St Ives $2,000
Manly
Dee Why No authorisations as yet ??
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GLOBAL GRANTS- AUTHORIZATION REQUIRED –
SUBMITTED
The Hills Kellyville
Not our district . No 9685 club $2,000 from our DDF
The Hills Kellyville
Upper Northern Beaches – abandoned
Not our District - abandoned
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APPROVED GLOBAL GRANTS 2016-17
Lower Blue Mountains
Chatswood
VTT Norwest Sunrise
The Hills Kellyville
Lindfield
Carlingford ROMAC
Hills Kellyville
Hills Kellyville
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GLOBAL GRANTS DISTRICT 9685 2016-17 - CLOSED
Closed Grants
Mosman
Epping
Hills Kellyville
Carlingford
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GLOBAL GRANT CASE STUDY – THE HILLS-KELLYVILLE
Apply online at rotary.org
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GLOBAL GRANT EXAMPLE – THE HILLS-KELLYVILLE
Explain the project and how it fits into Rotary’s areas of focus
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AREAS OF FOCUS
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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
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GLOBAL GRANT EXAMPLE – THE HILLS-KELLYVILLE
Explain what happens after the project is completed!
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3. GLOBAL GRANT FUNDING
*TRF match has to be minimum $15,000
The $10,000 DDF ideally could be made
up from $6,000 DDF D9685 and $4,000
from the overseas district
Example of a minimum Global Grant
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FINANCING WITH TWO DISTRICT’S DDF
CASH
FROM
CLUBS
DDF TRF
MATCH
TOTAL
9685
$10,000
$10,000 $20,000
HOST
$10,000
$10,000 $20,000
$6,000
$3,000 $9,000
Total $49,000 *
For bigger projects using DDF from the Host
district
* Under $50,000 will be processed quicker
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GLOBAL GRANT EXAMPLE – THE HILLS-KELLYVILLE
.
This project was $US77,500 with $59,167 from the TRF
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GG 1747014 HILLS /KELLIVILLE - FUNDING
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GLOBAL GRANT EXAMPLE – THE HILLS-KELLYVILLE
Submit the application and get each responsible person to log in and authorize.
Then the Foundation will review and hopefully approve!
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4. CASE STUDIES ON GRANTS THAT HAVE BEEN REFUSED OR ABANDONED
• Supply of Vehicles
– Castle Hill Bruce Allen example
– Upper Northern Beaches BTF example
• Lack of vocational training
Linfield Solar example
• Not meeting the areas of Focus
E-club FD example
Burwood DFG example
• Not checking Restrictions
– E-club Congo example
• Disaster Relief
Northlakes Toukley and many others
• Buildings
Too many
• Host club is not required to put in any cash, but it is recommended they put something towards the project
• Ideally the Host district will contribute DDF
• Involve other clubs in this district and the host district
• The project must not be started until the grant is approved
• Check conflict of interest rules – re suppliers, partners etc
• Partners will need to sign a MOU
• C0-operating Organisations – no TRF match
Other popular problems
• Project already started
• Insufficient time
• Host District or Club will not Authorise
• Prohibited country
• Insufficient funds
• Insufficient sustainability
• Insufficient measurement
• No community involvement
• Incomplete application
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4. ROTARY CLUBS, PARTNERS, AND CO-OPERATING ORGANISATIONS
• Must be an International Rotary club ( Australia ) and a Host Rotary club in the Country ( district ) of the project
• Host club is not required to put in any cash, but it is recommended they put something towards the project
• Ideally the Host district will contribute DDF
• Involve other clubs in this district and the host district
• The project must not be started until the grant is approved
• Check conflict of interest rules – re suppliers, partners etc
• Partners will need to sign a MOU
• Cooperating Organisations – no TRF match
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. VTTS, RAWCS, PROJECTS IN AUSTRALIA , ETC.
• Vocational Training Teams - VTT’s – refer David Dean
• Working with RAWCS
• Global Grant projects in Australia – reverse grants
• Future plans of TARFT
• Where to get advice
PP David Dean Grants Chair Ph 4384 7079, 0412 798526
• We can help you! Ask us first!
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12 GLOBAL GRANT PROJECTS LAUNCHED SO FAR THIS YEAR
(OVER $US 1 MILLION IN TOTAL)
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GLOBAL GRANTS
Carlingford Rotary used a Global Grant of $26K to supply fishing boats in Philippines after Hurricane Haiyan Total project value $56K
The Hills Kellyville Rotary used a $40K GG to supply ophthalmology equipment in the Jaffna hospital in Sri Lanka. 135 patients were operated on using the equipment in its first month of operation. Total project value $110K
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GLOBAL GRANTS
1. How to understand what the TRF is looking for in a Global Grant
2. Case studies of grants that have been rejected and approved
3. How to choose projects for global Grants and how to prepare.
4. Funding of Global Grants, including update in funds available
5. Global grants working with RAWCS
6. Vocational Training Teams (VTT)
7. Global Grants in Australia ? Updates on movements within
TARFT
8. Where to get advice :
9. Rules and restriction
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RESOURCES & REFERENCE- FROM GRANT CENTRE
• A Guide to Global Grants (PDF)
• Areas of Focus Policy Statements (PDF)
• Cooperating Organization Memorandum of Understanding (DOC)
• Global Grant Application Supplement for Microcredit Projects (DOC)
• Global Grant Application Template (DOC)
• Global Grant Calculator (XLS)
• Global Grant Monitoring and Evaluation Plan Supplement (PDF)
• Global Grant Report Supplement for Microcredit Projects (DOC)
• Global Grant Scholarships Supplement (PDF)
• How to use the Grant Center (PDF)
• Lifecycle of a Project
• Six Steps to Sustainability (PDF)
• Terms and Conditions for Rotary Foundation District Grants and Global Grants (PDF)
• Training Plan for Global Grants (DOC)
• Vocational Training Team Itinerary (DOC)
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SUBMITTING A SUCCESSFUL GRANT APPLICATION
Consult with local experts early in the planning process to build a
strong project plan and global grant application. The district
resource network (see below) can help.
To be approved, your application must clearly describe how your
project, scholarship, or vocational training team:
• Is sustainable — include plans for long-term success after the
global grant funds have been spent
• Includes measurable goals
• Aligns with one of Rotary's areas of focus
• Responds to real community needs
• Actively involves Rotarians and community members
• Meets the eligibility requirements in the grants terms and
conditions
Applications are accepted throughout the year and are reviewed as
they're received. Learn more about the Global Grant Lifecycle
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Q&A and Wrap Up
PDG David Rands and PDG Danny Low
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PRESENTATIONS AVAILABLE ON-LINE
Today’s presentations are available on the
District 9685 website
Go to District > District Training >
District Assembly or:
assembly.rotarydistrict9685.org.au