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The Rotary Foundation Stewardship

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Page 1: The Rotary Foundation Stewardship - Microsoft...Quarterly Stewardship Report •Quarterly by Stewardship Department--Not Grant Managers• What Is the Foundation Trustee Standard?-At

The Rotary Foundation

Stewardship

Page 2: The Rotary Foundation Stewardship - Microsoft...Quarterly Stewardship Report •Quarterly by Stewardship Department--Not Grant Managers• What Is the Foundation Trustee Standard?-At

Stewardship

• Quarterly Stewardship Report

• Annual Foundation Report to District

• Annual Audit of District Funds (RI Bylaws)

• Annual Assessment (TRF)

Page 3: The Rotary Foundation Stewardship - Microsoft...Quarterly Stewardship Report •Quarterly by Stewardship Department--Not Grant Managers• What Is the Foundation Trustee Standard?-At

The Rotary Foundation

Page 4: The Rotary Foundation Stewardship - Microsoft...Quarterly Stewardship Report •Quarterly by Stewardship Department--Not Grant Managers• What Is the Foundation Trustee Standard?-At

The Rotary Foundation

Page 5: The Rotary Foundation Stewardship - Microsoft...Quarterly Stewardship Report •Quarterly by Stewardship Department--Not Grant Managers• What Is the Foundation Trustee Standard?-At

Quarterly Stewardship Report

• Quarterly by Stewardship Department-- Not Grant Managers

• What Is the Foundation Trustee Standard?- At least 70% Global & District Grants Current

• Which Grants Are Considered in Calculation?- All Grants that have District or Club as “Sponsor” or “Int’l

Sponsor”*

• Who Are “Sponsor” and “Int’l Sponsor”?

- Clubs Forming “Sponsor” & “Int’l Sponsor” Committees

Page 6: The Rotary Foundation Stewardship - Microsoft...Quarterly Stewardship Report •Quarterly by Stewardship Department--Not Grant Managers• What Is the Foundation Trustee Standard?-At

Quarterly Stewardship Report

• What if We’re Below 70%?- Four Successive Sub-70% Ratings Result in District

Decertification

• What Happens to Clubs That Are “Dink”?- Can’t Sponsor/Int’l Sponsor New Global Grants

- If Delinquency Goes on About 2 Years, TRF Issues the

“OR ELSE!” Letter

- D5520 Won’t Match Club Contributions

• How Do I Find Out My Global Grant Reporting

Status?

Page 7: The Rotary Foundation Stewardship - Microsoft...Quarterly Stewardship Report •Quarterly by Stewardship Department--Not Grant Managers• What Is the Foundation Trustee Standard?-At

My Grants – Approved Grants

Page 8: The Rotary Foundation Stewardship - Microsoft...Quarterly Stewardship Report •Quarterly by Stewardship Department--Not Grant Managers• What Is the Foundation Trustee Standard?-At

My Grants – Approved Grants

Page 9: The Rotary Foundation Stewardship - Microsoft...Quarterly Stewardship Report •Quarterly by Stewardship Department--Not Grant Managers• What Is the Foundation Trustee Standard?-At

District 5520 Grant Status

Int'l Int'l D5520 D5520

Grant Grant Host Host Host Host Report Report Report

Number Title Club District Club District Due ResponsibleOverdue

GG-14-11724 Pediatric Cardiac Catheterization Laboratory, Kingston JamaicaSpanish Town D7020 Ybor City D6890 17-Jun-20

GG-14-22666 Clean Water For Three Villages - CaracolGuatemala Nordeste D4250 Santa Fe D5520 25-Jun-20 Yes

GG-15-25164 Stitching A Better FutureJuárez Integra D4110 Albuquerque Del Norte D5520 25-Jul-20 Yes

GG-15-30034 Water for Tamborcito and SemutzGuatemala Nordeste D4250 Santa Fe D5520 25-Jun-20 Yes

GG-15-33291 Purified Water at Your SchoolSantiago de la MonclovaD4110 Las Cruces (Rio Grande) D5520 29-Aug-19 Yes

GG-16-34207 Proyecto Plexo BraquialJuárez Integra D4110 El Paso Camino Real D5520 8-Aug-19 Yes

GG-16-35479 AGUA; Educación, Salud y VidaEmpresarial Piedras NegrasD4110 Santa Fe Centro D5520 12-Jul-20 Yes

GG-16-35524 Mil SonrisasCiudad Juárez Paso Del NorteD4110 El Paso Camino Real D5520 8-Mar-20 Yes

GG-16-38580 Donación de prótesis externas a personas amputadas de extremidad iCiudad Juárez Oriente D4110 Albuquerque Del Norte D5520 Paid Yes

GG-16-42929 Zona Reina Maternal/Child Health in GuatemalaGuatemala Nordeste D4250 Santa Fe D5520 4-Mar-20 Yes

GG-17-43946 Nicaragua Agriculture and Footbridge ProjectSomoto D4240 Newport News D7600 1-Mar-18

GG-17-45608 Corazon De Ninos ProgramCiudad Juárez EjecutivoD4110 El Paso Camino Real D5520 12-Jul-19 Yes

GG-17-45757 Strengthening Women and Rotary's Peacebuilding Capacity throughBogotá Capital D4281 Latinos Unidos de Culver D5280 15-Aug-19

GG-17-46254 Environments of PeaceJuárez Campestre D4110 Durango Daybreak D5470 27-Nov-19

GG-17-47368 Jugando por una Oportunidad de AprenderJuárez Integra D4110 Albuquerque Rio Grande D5520 2-Jul-20 Yes

GG-17-47475 Empowering Women Through Sanitary Pad ProjectDhulikhel D3292 Albuquerque Del Sol D5520 21-Jun-20 Yes

GG-17-51042 Navajo Soap ProjectAlbuquerque D5520 Ejecutivo de Aguascalientes D4110 17-Jul-20 Yes

Page 10: The Rotary Foundation Stewardship - Microsoft...Quarterly Stewardship Report •Quarterly by Stewardship Department--Not Grant Managers• What Is the Foundation Trustee Standard?-At

District 5520 Foundation Team

• Foundation Committee Chair (DRFC)

– Tom Walker (Albuquerque)• (505) 237-0237 & [email protected]

• District Grant Chair (DGSC)– Peter Falley (Silver City)

• (575) 338-2004 & [email protected]

• Global Grant Chair

– Raffi Andonian (Santa Fe)

• (314) 728-1787 & [email protected]

• District Stewardship Chair

– Anne Scott (Albuquerque)

• (505) 975-6447 & [email protected]

Page 11: The Rotary Foundation Stewardship - Microsoft...Quarterly Stewardship Report •Quarterly by Stewardship Department--Not Grant Managers• What Is the Foundation Trustee Standard?-At