club presentation on foundation, 2011
DESCRIPTION
Powerpoint presentation on Foundation for use in club meetingsTRANSCRIPT
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