THE ROTARY FOUNDATION

Jayesh H. AsherPETS 2013 Arusha – March 10, 2013

• Know Your Foundation1

• Understand and apply for Grants2

• Give to the Foundation3

Objectives

Objectives

• Learn how the SHARE system works• Learn the Grants Model• Qualification of Clubs• Applying for a Grant online• Stewardship

DOING GOOD

TRF MissionThe 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.

Programs of TRF- PolioPlus- Educational Programs- Humanitarian Grants

Program

TRF Funds- Annual Programs Fund- Permanent Fund- Polio Plus

TRF Facts & Figures- Year 2011-12 – Collected $181

Million and spent $204 Million- Cumulative Collections -- $3.0

Billion- Since 1947 – Spent $2.8 Billion- As of June 2012 – committed

$1.2 Billion towards polio eradication.

DOING GOOD

FUTURE VISION

Future Vision – Why?

Future Vision Plan Goals

• Simplify programs and processes

• Focus Rotarian service efforts to increase global impact

• Support global and local efforts

• Increase sense of ownership atthe district and club levels

• Enhance Rotary’s public image

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

New Grants

• District grants• Global grants• Packaged grants

ANNUAL PROGRAMS FUNDSHARE

District Grants

50% (max)

District Designated

Fund

50% 50%

World Fund

50% (min)

Global Grants(World Fund match

to DDF and cash)

Funding Model SHARE System

Other (Cash, DAF,

Permanent Fund)

District Controlled Trustees Controlled

District Grants

• Educational and humanitarian activities consistent with the mission

• Single “block” grant awarded annually

• Smaller activities and projects• Local or international

activities

Global Grants

• Long-term projects

• Larger grant awards

• Sustainable, measurable outcomes

• Alignment with areas of focus

• World Fund match

Packaged Grants

• Strategic Partners

• Planned by Rotarians

• Encourage involvement by smaller clubs

• No cost to clubs

Strategic Partners

2011-12 Future Vision GrantsDistrict grants Global grants Packaged grants

Applications Received Applications Received Applications Received

95 279 23

Applications Approved Applications Approved Applications Approved

94 233 13

DDF Approved Total Funding Approved World Fund Approved

US$5,375,578 $12,243,847* $1,034,185

Grants Closed Grants Closed Grants Closed

22 4 0

* Does not include funds sent directly to project accounts

Year 2 Statistics: District GrantsDistrict grantsNumber of approved grants

94

Average grant award

US$57,187

Average # of projects

21

Average project amount

$2,696

Total awards

US$5,375,578

% of projects

Year 2 Statistics: Global Grants

Global grants

Number of approved grants

233

Average grant award

US$52,549

Total funding approved

$12,243,847*

% of global grants approved

*Does not include funds sent directly to project accounts

2011-12 Statistics: Packaged Grants

Packaged grants

Number of approved grants

13

Average grant award

US$79,552.69

Total awards

$1,034,185

# of applications approved

The Rotary FoundationApplying for Grants

• Club Qualification• Applying for District Grants• Applying for Global Grants

– Grant Funding Calculations– The Online Applications Process

• Stewardship and Reporting

Club Qualification

• Follow Checklist

District Grants

• Smaller grants• Flexible use of funds• District approval process only

Applying for Global Grants• Submit grant proposal and application through

Member Access• Must meet goals of area(s) of focus • Must be sustainable• Minimum project budget of US$30,000• District must confirm club is qualified

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

Principles of Sustainability• Project impact after funding is expended• Economic, cultural, social & resource• Optimal use of local resources• Respect natural resources• Reach the most beneficiaries• New methods in professional fields• Prepare professionals to increase impact• Use input and skills of grassroots groups

Global Grant Financing

• Rotarian cash contributions• District Designated Fund• Rotary Foundation World Fund award• Non-Rotarian cash contributions (not sent to or

matched by the Foundation)

Financing Guidelines

• Cash contributions must come from orbe raised by Rotarians

• Funds cannot be raised from beneficiaries in exchange for receiving the grant

• Funds cannot come from other grants• Contributions should be credited to donor

World Fund Matching

• Cash contributions from Rotarians and Clubs are matched $0.50 for each $1 contributed

• DDF Contributions are matched $1 for every $1 contributed

• Minimum World Fund Match has to be $15,000

Global Grants FinancingExample 1

World Fund Match

RC Tz $4,000D9200 $4,000

RC Europe $10,000DXXXX Europe $10,000

$2,000$4,000

$5,000$10,000

Totals $14,000 $14,000 $21,000Total Project Value $49,000

Global Grants FinancingExample 2

World Fund Match

RC Tz $100D9200 $500

RC Europe $5,000DXXXX Europe $5,000

$50$500

$2,500$5,000

Totals $5,100 $5,500 $8,050Total Project Value $18,650

Project not within guidelinesTherefore will be rejected

Applying for Global Grants• Online through Member Access• Who can apply?

Stewardship and Reporting

The Rotary Foundation

GIVING TO THE FOUNDATION

Giving to the Foundation

• Why Give to the Foundation• How to give to the Foundation

Giving to the Foundation

• Why Give to the Foundation?

Giving to the FoundationHow to give – Funds of the Foundation

– Annual Programs Fund– Permanent Fund– Polio Plus – Other Restricted Giving

Giving to the FoundationHow to give – Forms of Recognition

– Paul Harris Fellow– Multiple Paul Harris Fellow– Major Donor – Arch Klumph Society

Giving to the FoundationHow to give – Group Activity Fundraising

Think of an innovative fundraiser for TRF- Be creative- Has to be feasible- Will generate wide interest in the programs of

the Foundation

Summary – What have we learnt?

• What is our Foundation and its programs• How to apply for and receive Grants• How and why to give to the Foundation

Resource Persons

• DRFC 9200 (2010-13) PDG Tusu Tusubira fftusu@gmail.com

• DRFC 9211 (2013-16) PDG Stephen Mwanje stephenmwanje2@yahoo.co.uk

• Country Grants Officer Massimo Tognetti max@italframe.com

• Country FV Qualifications Officer Vinoo Somaiya vsomaiya@rotarytz.org

QUESTIONS?