2015 foundation basics juanita cawley, district rotary foundation chair september 12, 2015
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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
2015
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
2015
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
2015
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
2015
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
2015
• 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
2015
• Include active Rotarian participation
• Adhere to stewardship guidelines
• Demonstrate cultural sensitivity
• Align with the Foundation’s mission
DISTRICT GRANT ACTIVITIES
2015
• 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
2015
• Community participation
• Materials and technology
• Funding
• Knowledge
• Motivation
• Evaluation
BUILDING SUSTAINABLE PROJECTS
2015
PROJECT PLANNING
Lifecycle of a Service Project webinar serieswww.rotary.org/webinars
2015
Stewardship is the responsible management and oversight of grant funds, which ensures that funds are used properly and benefit populations in need.
STEWARDSHIP
2015
Scholarships can be funded by
• Global grants
• District grants
SCHOLARSHIPS
2015
• 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
2015
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
2015
VOCATIONAL TRAINING TEAMS
Traveling groups of professionals:
• Learn about their vocation
• Teach professionalsabout a particular field
• Strengthen knowledge and skills
2015
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.
2015
ALUMNI AROUND THE WORLD
2015
• 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
2015
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
2015
SUPPORTING THE ROTARY FOUNDATION
Endowment Fund
To Secure Tomorrow
Annual FundFor Support Today
PolioPlus FundEnd Polio Now
2015
END POLIO NOW: MAKE HISTORY TODAY
2015
• 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
2015
• Contributions are professionally invested
• Only the earnings are spent
ENDOWMENT FUND
2015
• The goal is to fully endow the program
• $150 million by 2017
• Focus on major gifts
ROTARY PEACE CENTERS MAJOR GIFTS INITIATIVE
2015
EVERY ROTARIAN, EVERY YEAR
100% Member Participation
2015
A person who contributes $1,000 or in whose
name $1,000 is contributed
PAUL HARRIS FELLOW
2015
Contributes $1,000 each year to the Annual Fund, PolioPlus, or approved grants
PAUL HARRIS SOCIETY MEMBER
2015
BEQUEST SOCIETY
• Provision in estate plan totaling $10,000+
Examples: living will, life insurance policy
2015
MAJOR DONOR
• Personal outright or cumulative gifts of $10,000+
• Cash, life income agreements, bequests, real estate, or securities
2015
ARCH KLUMPH SOCIETY
• Trustees Circle $250,000+• Chair’s Circle $500,000+• Foundation Circle $1 million+
2015
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
2015
• 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
2015
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)
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