rotary basics foundation seminar. 2014 foundation mission statement to enable rotarians to advance...
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ROTARY BASICS FOUNDATION
SEMINAR
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2014
Foundation Mission Statement
To enable Rotarians to advance World understanding, goodwill, and peace
through the improvement of health, the support of education, and the alleviation of poverty.
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2014
Agenda
• Intro & DDF – Greg Jones• District Grants – Raghada Khoury & Roger Schulte• Global Grants – Rene Fruto & Greg Jones• Polio Plus – Donald Tatera• Rotary Foundation Alumni – Fred Latuperissa• Encouraging APF Donations – Michael Driebe• Advanced Planning with Rotary – Michael Dunlap• Rotary 101 – Greg Jones
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2014
Annual Fund Contributions
At the end of Rotary year, Annual Fund SHARE are contributions split:• 50% to the World Fund• 50% credited to district’s DDF
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2014
Permanent Fund Earnings
The Trustees determine the spendable earnings. Contributions designated to Permanent Fund-SHARE, the spendable earnings are split:• 50% to the World Fund• 50% credited to district’s DDF
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2014
District Designated Funds
DDF
District Grants
Global Grants
PolioPlus Donations
Rotary Peace Centers
Donations
50% of contributions 3 years prior
Rollover andTransfers
Transfer toanother district
Unused DDFrolls over to
next year
Up to 50%
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2014
District 5300 DDF in 2014/2015
• Two $30,000 Global Grant Rotary Scholars• $100,000 in Global Grants• $75,000 in District Grants• Two $5,000 District Grant Rotary Scholars• Polio Plus support
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2014
2014/2015 District Grants
• $75,000 Available.• Club must be qualified.
Two rounds of applications:
1. Allocated to clubs based on prior giving.
2. $1,000 per club for remaining amount.
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2014
2014/2015 District Grants
• Reimbursement of club expense.• Requirements:
– Must be new or expanded projects– “Hands on” projects only– Can be local or international– Must comply with Rotary Terms &
Conditions– Clubs can collaberate
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2014
2014/2015 District Grants
• Apply on dacdb by September 15, 2014• Second round starts after first round
processed.• Make sure you can document your
expenditures.• Contact Raghada Khoury for
information.
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2014
DISTRICT FOUNDATION SCHOLARSHIPS
The Scholarship Award
• Two $5,000 college scholarships
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2014
DISTRICT FOUNDATION SCHOLARSHIPS
The Scholarship Award
• For this 2014-15 academic year• Interact and/or Rotaract
involvement• Not from Rotarian families• Sponsored by a
“Qualified” Rotary Club
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2014
DISTRICT FOUNDATION SCHOLARSHIPS
2014-15 Time Line• July 31, 2014:
• Applications due• August: Judging• September 15-30:
• Applicants notified• November:
• Scholarships released
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2014
DISTRICT FOUNDATION SCHOLARSHIPS
Application Documents
• Application Form • Service activities• Leadership roles
• 500 Word Essay• Transcript
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2014
DISTRICT FOUNDATION SCHOLARSHIPS
2014-15
• 11 Applicants
• 3 Winners
• 8 Judges (2 per geographic area)
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2014
DISTRICT FOUNDATION SCHOLARSHIPS
2014-15 Winners• Andrew Wong
Rotary Club of ArcadiaFreshman at UC Berkley
• Sarah PriceRotary Club of Rancho
CucamongaFreshman at University of
Miami
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2014
DISTRICT FOUNDATION SCHOLARSHIPS
2014-15 Winners• Evan Klouse
Rotary Club of Boulder City SunriseFreshman at University of Nevada, Reno
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2014
DISTRICT FOUNDATION SCHOLARSHIPS
NEXT YEAR Starts Now
• Forms on website January 31, 2015 Applications Open 1-31-15 until 7-31-15
• Inform Interacters & Rotaractors• Assure your club is “Qualified” • Encourage students to apply• Select one candidate per club
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2014
DISTRICT FOUNDATION SCHOLARSHIPS
Questions: Contact
• Roger Schulte, Chair
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2014
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
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2014
Global Grants
• Six areas of focus only• Must be sustainable, measurable, and
meet community needs• Must identify a qualified international
partner early• Collaboration between District 5300 Clubs
is strongly encouraged.• Minimum project budget of $30,000
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2014
“Drop Ship” International Projects
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2014
2014/2015 Global Grants
• $100,000 Available for District 5300 Match– $10,000 available per project
• District 5300 will match club contributions 1 to 1.
• TRF will match District contribution 1 to 1 and club contribution ½ to 1.
• TRF contribution of $15,000 to $200,000• Rene Fruto is the Global Grants chair
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2014
Global Grant Math
Club contributions = $10,000
District Match = $10,000
TRF Match Club contribution = $ 5,000
TRF Match District contr. = $10,000
_____
Project Budget$35,000
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2014
Global Grant Scholarships• Graduate-level• Study period 1-4 years• Alignment with the areas of focus• Qualified host and international sponsors• $30,000 minimum budget• $1,000 club contribution