club presentation on foundation, 2011

District 1010 Assembly 2011

XXX club 2011

District 1010 Assembly 2011

What is the perception of Foundation?

Myth

Rotary is an international Humanitarian Aid agency

Reality

District 1010 Assembly 2011

Rotary runs major international educational and peace programme

Peace studiesAmbassadorial scholars

Group Study Exchange (GSE)

What’s special about Foundation?Rotary in action as an international humanitarian and educational NGO unlike any other because

•Everything it does supports ‘service above self’ within clubs

•It builds on its unique network of 32,000 clubs in most countries of the world

World understanding and peace

Club humanitaria

n service projects

Vocational and

education programme

s

Foundation is Rotary as a ‘Big society’

District 1010 Assembly 2011

Humanitarian grants in action

District 1010 Assembly 2011

A mutual fund – all clubs help each other to do more than they could themselves

Donations

District managed

fund (DDF)

Project

Club funds

World Fund

50%

50%

District 1010 Assembly 2011

Mixed investment and flow-through model

Investment income

District managed

fund (DDF)

Programmes

World Fund50%

50%

Invested for 3 years

DonationsFund

management costs

Two Grant Types

• Matching Grants for international projects in partnership with a club in the ‘host’ country (effective minimum project size £8,000)

• District Simplified Grants (DSGs) for small international and local community projects

District 1010 Assembly 2011

Matching grantsHow to fund a $65,000 project

Donations

District managed

fund (DDF)

Project$65,000

Club funds

World Fund

World Fund matches 1005 of the District fund contribution and 50% of club contributions

$25,000

$25,000 + $5,000

$10,000

District 1010 Assembly 2011

District Simplified grant (DSG)

Donations

District managed

fund (DDF)

Project£950

Club funds

World Fund

£300

£650

Water, sanitation and hygiene education in

Nepal

Multi-club – led by Elgin with the Kimlaya Gurhkas’ club in Kathmandu

A Matching grant project

• Clean water

• Sanitation

• Hygiene education

• For village and school

• Total cost £25,000

Foundation £17,000

Matching Grants 2010/11Oldmeldrum and others Nepal Literacy for young mothers

Blairgowrie India Limb camp project

Dunfermline Rawalpindi Reconstruction after flooding in Pakistan

Elgin an others Nepal Water supply

Dundee Sri Lanka Artificial limbs

Auchterarder S Africa School computer equipment and furniture

Montrose Kenya Library equipment for Nyumbani

St Andrews Kilrymont Cameroun Water harvesting for a school

Aberdeen Kenya Child mortality – training

Aberdeen Deeside Uganda Water harvesting at a health centre

Ellon Kenya Water supply for a school

Inverness Culloden Malawi Programme of water projects

West Fife Zambia Water project led by District 1080

Total project value: $¼m

Brae Riding school for the disabled

Dundee Club

A District Simplified Grant project

District 1010 Assembly 2011

District 1010 Assembly 2011

The practical benefits of the Foundation route

• You can do more than you could within your own resources

• You have a direct link with the host community – you know the project will do good

• A club on the ground to supervise project implementation

• No middle man taking funds for local management• Efficient funding through the part investment

model

Conventional funding v Foundation funding

Projects

Rotary clubs

Aid agency

Project

International clubs (or Districts)

Cooperating

organization

Host club and

District

District

funds

Central Foundation funds

Value for money

Making bigger projects

• Elgin project involved 20 clubs – they are now starting to put together another even bigger project

• Another example is the ‘Sanitation First’ project in Zambia that the West Fife club have linked into. Thurso Interact club are looking at a projects with Sanitation First

36 clubs have benefited from Foundation grants over the last three years

Have you got project concepts that we could help you realise?

Would you be interested in a multi-club project working with the District team?

District 1010 Assembly 2011

End Polio Now

District 1010 Assembly 2011

RIBI India programmes

• 9 days, 3 days NID, plus 6 days tour

• options: eg Nepal, Jaipur, Uttar Pradesh

• £500 fare, £100 per night

• Organised for RIBI with local Rotary clubs

• Usually run in November

National Immunisation Days

District 1010 Assembly 2011

Over 5m purple crocuses planted around Britain to draw attention the End Polio Now campaign Mass planting of purple crocuses

Purple pinkie events

Gates Challenge – district to date

On target (40) Some way still to go (48 clubs)

Target to June 2012 $6,000

Target to May 2011 $4,600

Totals to May 2011

District target $520,000

Target to May 2011 $400,000

Donated by end 2010 $445,000

Note: 5 of the top 10 gave little or nothing to the APF last year.

XXX club

District 1010 Assembly 2011

Education programmes

District 1010 Assembly 2011

What’s special about the educational programmes

• Ambassadorial scholarships and GSE go back to the start of the post-war expansion of Rotary. They were part of the worldwide movement for peace that gave us the UN

• All programmes involve clubs in ‘build bridges’ between continents

UNESCO came about as a result of a Rotary international conference

District 1010 Assembly 2011

The Foundation mission

‘To enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty.’

District 1010 Assembly 2011

Group Study Exchange (GSE)

GSE programme

2011/12District 9700 (North West of Sydney)

 2011

July Offers to host incoming team

September Outgoing team leader applications due

Sept/Oct District team in District 1010

December Team member applications due

2012

April to 1010 team visits Australia

District 1010 Assembly 2011

Ambassadorial scholarships

District 1010 Assembly 2011

Deborah Adams, HonoluluPeace and sustainabilitySt Andrews

Diego Carrillo Santoscoy, MexicoEconomicsSt Andrews

Jordan Williams, GreeceInternational relationsSt Andrews

Ambassadorial scholars 2011/12

Ambassadorial scholarships- some developments

• We are aiming to donate a scholarship in 2012/13 to Cambodia to fund a dental student to come to Dundee

• We could support an excellent candidate from District 1010 for studies in 2012/13

District 1010 Assembly 2011

Are the educational programmes still relevant in the age of budget

travel?•Ambassadorial scholars are assigned host counsellors, and visit other clubs who introduce them to their communities

•They study with young people from throughout the world

•GSE teams stay with hosts and visit clubs in the country they visit and learn about the ways of business, the politics and the culture of the communities they visit

Educational exchanges remain one of the best ways to spread world understanding

District 1010 Assembly 2011

Peace studies and peace events

District 1010 Assembly 2011

Peace studies

• Prestigious two year fellowships and shorter study courses at six peace centers

• District 1010 is considering nomination of a candidate this year

Visit the Peace seminar in Bradford, 29th October

District 1010 Assembly 2011

Peace events

• Invite a fellow to speak

• Dunfermline Carnegie club held a Peace debate for schools associated with the Scottish Parliament Festival of Politics

District 1010 Assembly 2011

Contributing to Foundation

XXX club donationsAPF: $ per head, 2009-10

On target 15 Below par (73 clubs)

Target $100

Average $62

XXX club

Strategies for increasing donations• Engage in Foundation’s programmes• Others reach the targets – so can you• Find out more about Foundation’s unique programmes• Encourage individual ‘Sustaining Membership’ (Aberdeen

club has 15 and only has to raise $55 through club contributions to meet the target)

• Organise yourselves to add Gift Aid (Huntly has all its members’ donations listed, and claims Gift Aid)

• Plan to reach the target over three years by setting targets that do not just carry forward the previous year’s

District 1010 Assembly 2011

Presidential citation requirements

• 100% Annual Programs Fund participation (every active member personally contributes some amount between 1 July 2011 and 31 March 2012) and

• US$ 100 minimum per capita in club contributions to Annual Programs Fund

Same as requirement for EREY recognition

Ways to achieve the 100% personal giving requirement

• Encourage members to become Sustaining Members

• Relate one of the ways you raise club contributions to each member – eg weekly raffle that everyone participates in

• Hold a special collection at one meeting (you don’t have to relate all your club’s donations to individuals to meet the citation requirement)

Note: the first and second of these will also give you the basis for claiming Gift Aid

District 1010 Assembly 2011

So there you have it

SUPPLEMENTARY SLIDES

Who decides how the funds? are spent? – Clubs!• What goes depends on clubs, supported by the

Districts, and working within the framework of the programmes as set by the Trustees

• Humanitarian projects are all club service projects, made bigger with Foundation grants

• GSE teams are brought together from club nominees

• Ambassadorial scholars and peace fellows are nominated by clubs and selected by Districts

• Foundation’s role is to facilitate, not to manage

Matching grant exampleClub funds District

fundsRI matching

funds

Sponsor club £1,900 £950 50% matching

Host club £500 £250 50% matching Minimum £50

District 1010 funds £2,500 £2,500 100% matching

International partner district

£1,000 £1,000 100% matching

Totals £2,400 £3,500 £4,700

Project total cost £10,600

DSGs: maximum grants

£2,500 International projects involving a partner club, but too small for a Matching Grant, or located in a Future Vision district

£2,000 Other international projects£2,000 Local projects involving 3 or more clubs£1,000 ‘One off’ local projects with ‘hands on’ Rotarian

involvement, a specific humanitarian group, and max. 25% from non-Rotary funds

£650 Other local projects meeting general eligibility criteria

What can be funded with grants

What grants can fund (not a complete list)•Equipment for health and education (including vehicles)•Infrastructure – water, sanitation•Educational projects•Disability aids•Days out, respite, home support•Amenity improvements (but the humanitarian purpose and beneficiary group need to be clear)

Not eligible

• Construction• International travel• Core administrative costs of

participating organisations• Individuals• Fund raising events

Principles of a good project

• Rotarians must be engaged in planning and, ideally, implementation of the project – grants are to support your service activities, they are not to help in fund raising

• You should be clear about the target group and the humanitarian need of that group

• You need a budgeted plan• The project should not be largely funded from non-

Rotary contributions

District 1010 Assembly 2011

Towards ‘Future Vision’

All change in 2013 with the

• District will directly manage more of the funding

• World fund grants will require bigger projects – probably most will involve several clubs

• Increase the impact of grants by concentrating on the areas of focus

We need to start gearing up now

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