2015

FOUNDATION BASICS

Juanita Cawley, District Rotary Foundation ChairSeptember 12, 2015

2015

Starting with your WHY is a practice.

Keep it in front.

Simon Sinek

STARTING WITH WHY

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Rotary International (RI) – Founded 1905 Motto: Service Above Self

Mission Statement: The Mission of Rotary International is to provide service to others, promote integrity, and advance world understanding, goodwill, and peace through its fellowship of business, professional, and community leaders.

RI MISSION

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The Rotary Foundation (TRF) – Founded 1917 Motto: Doing Good in the World

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.

TRF MISSION

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Peace and conflict

prevention/resolution

Disease prevention and treatment

Water and sanitation

Maternal and child health

Basic education and literacy

Economic and community development

AREAS OF FOCUS

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ANNUAL GRANT QUALIFICATION REQUIREMENTS• Attend a Grant Management

Seminar• Sign & Adhere to Club Memorandum

of Understanding. • Be current in reporting on all

existing Global Grants• Agree to & Submit the Signed Club

Memorandum of Understanding Addendum

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• A single block grant awarded annually for club and district projects

• Local or international activities

• Local decision making with broader

guidelines

• Smaller activities and projects

FEATURES OF A DISTRICT GRANT

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• Include active Rotarian participation

• Adhere to stewardship guidelines

• Demonstrate cultural sensitivity

• Align with the Foundation’s mission

DISTRICT GRANT ACTIVITIES

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• Align with an area of focus• Have measurable results• Respond to a community need• Include active community and

Rotarian participation• Strengthen knowledge, skills,

resources• Have long-term, sustainable

benefits• Have a budget of at least $30,000

GLOBAL GRANTS

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• Community participation

• Materials and technology

• Funding

• Knowledge

• Motivation

• Evaluation

BUILDING SUSTAINABLE PROJECTS

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PROJECT PLANNING

Lifecycle of a Service Project webinar serieswww.rotary.org/webinars

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Stewardship is the responsible management and oversight of grant funds, which ensures that funds are used properly and benefit populations in need.

STEWARDSHIP

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Scholarships can be funded by

• Global grants

• District grants

SCHOLARSHIPS

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• Graduate level

• Study periods of 1-4 years

• Alignment with the areas of focuso Previous work, volunteer, and study

experience

o Academic program

o Future career plans (immediate and long-range)

• Host and international sponsors

• $30,000 minimum budget

GLOBAL GRANT SCHOLARSHIPS

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More flexible in terms of:

• Level of study (secondary, university, or graduate studies or certificate programs)

• Location (local or international)

• Length

• Field of study

• Cost

Managed by district

DISTRICT GRANT SCHOLARSHIPS

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VOCATIONAL TRAINING TEAMS

Traveling groups of professionals:

• Learn about their vocation

• Teach professionalsabout a particular field

• Strengthen knowledge and skills

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Rotary Peace Centers offer master’s degrees or professional development certificates in fields related to peace studies and conflict resolution.

ROTARY PEACE CENTERS

Why Peace? Peace and prosperity are inseparable. When one is absent, the other is at risk. Violence, conflict and war rob people of the chance to improve their lives through hard work. And when a society struggles with poverty and unemployment, it sets the stage for unrest.

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ALUMNI AROUND THE WORLD

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• Interact• Rotaract• Rotary Youth Exchange• New Generations

Service Exchange• Rotary Youth

Leadership Awards (RYLA)

• Rotary Peace Fellowships

• Rotary Scholarships (global grants and district grants)

ALUMNI

• Vocational training teams (members and leaders)

• Ambassadorial Scholarships

• Grants for University Teachers

• Group Study Exchange (members and leaders)

• Rotary Volunteers

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Encourage alumni to maintain a lifelong relationship with Rotary:• Service project participation• Rotary club membership• Rotaract club membership• Alumni association activities • Contributions to the Foundation

ROTARY ALUMNI

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SUPPORTING THE ROTARY FOUNDATION

Endowment Fund

To Secure Tomorrow

Annual FundFor Support Today

PolioPlus FundEnd Polio Now

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END POLIO NOW: MAKE HISTORY TODAY

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• Primary funding source for Foundation grants and activities

• Supports local and international grants through the SHARE system

• Contributions are credited to donor’s club and applied to club’s goal

ANNUAL FUND

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• Contributions are professionally invested

• Only the earnings are spent

ENDOWMENT FUND

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• The goal is to fully endow the program

• $150 million by 2017

• Focus on major gifts

ROTARY PEACE CENTERS MAJOR GIFTS INITIATIVE

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EVERY ROTARIAN, EVERY YEAR

100% Member Participation

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A person who contributes $1,000 or in whose

name $1,000 is contributed

PAUL HARRIS FELLOW

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Contributes $1,000 each year to the Annual Fund, PolioPlus, or approved grants

PAUL HARRIS SOCIETY MEMBER

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BEQUEST SOCIETY

• Provision in estate plan totaling $10,000+

Examples: living will, life insurance policy

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MAJOR DONOR

• Personal outright or cumulative gifts of $10,000+

• Cash, life income agreements, bequests, real estate, or securities

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ARCH KLUMPH SOCIETY

• Trustees Circle $250,000+• Chair’s Circle $500,000+• Foundation Circle $1 million+

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CLUB RECOGNITION

100% Foundation Giving Club

100% Sustaining Member Club

100% Paul Harris Society Club

• 100% Members Give to any TRF Fund as of June 30;

• $100+ Average

• 100% Members Give to Annual Fund as of June 30;

• $100+ Minimum

• 100% Members Give to any TRF Fund except Endowment as of June 30;

• $1,000+ Minimum

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• Give to The Rotary Foundation

• Subscribe to Grants and Giving e-newsletter (Profile page on My Rotary)

• Subscribe to Visions e-newsletter (Profile page on My Rotary)

• Learn more at rotary.org (My Rotary)

TAKE ACTION

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LEARN MORE

Visit The Learning Center at http://learn.rotary.org

① Rotary Foundation Basics② Rotary’s Areas of Focus③ Rotary Grants: Building A Global

Grant④ Rotary Club Central Resources

2015

Questions?

Email: Contact.center@rotary.orgOR

Juanita Cawley, District Rotary Foundation

Chair DRFC7610@cox.net 804-843-2017(H)