the rotary foundation
DESCRIPTION
The Rotary Foundation. P rograms - G rants F unding & R ecognition. Farid Gebran DG 2007-2008 Rotary Coordinator 2010-2013 /Zone 20B DRF Chair 2010-2013. The Rotary Foundation. 1. Vision and Success. Future Vision Pilot: Purposes. Rotarian Perspective. Stewardship / Compliance. - PowerPoint PPT PresentationTRANSCRIPT
The Rotary FoundationThe Rotary Foundation
Farid GebranDG 2007-2008Rotary Coordinator 2010-2013 /Zone 20BDRF Chair 2010-2013
PProgramsrograms - - GGrantsrantsFFundingunding & & RRecognitionecognition
The Rotary FoundationThe Rotary Foundation
1
Future Vision Pilot: Purposes
Stewardship /
Compliance
Rotarian Perspective
Quality & Fit of Grant Proposals
Cycle TimeOperational Efficiency
Vision and Success
2
Preparing for The Rotary Foundation Preparing for The Rotary Foundation CentennialCentennial
Immense GrowthImmense Growth Relevance in philanthropic worldRelevance in philanthropic world
Evolving organizationEvolving organization
Rotarian feedbackRotarian feedback
Sustainability, significance, simplificationSustainability, significance, simplification
Overview…Overview…Why PlanWhy Plan
3
Simplify programs and processes.Simplify programs and processes.
Focus Rotarian service efforts to increase global Focus Rotarian service efforts to increase global impact.impact.
Support global and local efforts.Support global and local efforts.
Increase sense of ownership at the district and club Increase sense of ownership at the district and club levels.levels.
Enhance Rotary’s public image.Enhance Rotary’s public image.
Future Vision Plan Future Vision Plan GoalsGoals
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CALENDARCALENDARa. Preparing a. Preparing DISTRICTDISTRICT for TRF Grantsfor TRF Grants
• July-December: Identify and appoint Chairs for DRF Subcommittees.
• 1st October: Initiate District Qualification Process 2013-14.
• 31st October: District Grant application available for qualified Districts.
• January 2013: Global Grant and Packaged Grant applications open.
• Feb-June 2013: Continue training and qualifying Clubs.
• April 2013: - Qualified Clubs & Districts can begin applying for 2013-2014 TRF online.
- Submit reports for all TRF Grants & Programs
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• July-December: - Attend DRF Seminar.- Appoint a Club RFCC.
• October-June:
• January 2013: Global Grant and Packaged Grant applications open to qualified Clubs & Districts.
• Feb-June 2013:
• April 2013:
- Attend Grant Management Seminar.- Submit project proposals for District Grant.
- Submit applications for M.G.- Submit reports for all TRF Grants & Programs.- Prepare to apply for 2013-14 RF Global & Packaged
Grants.
Qualified Clubs & Districts begin submitting applications for RF Grants online.
CALENDARCALENDARb. Preparing b. Preparing CLUBSCLUBS for TRF Grantsfor TRF Grants
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It could be:
1- Scholarship?
2- Vocational Training Team?
3- Humanitarian Project?
What kind of Project would you like to What kind of Project would you like to Organize?Organize?
7
Vocational Trainning
District Grants (from DDF)
Global Grants: min 3 members, max up to
us(minumum 30.000 usd project for two teams)
Package Grants:Aga Khan Universities, Mercy
Ships
The International exchange of young non-Rotarian professionals
8
Scholarship Programs
District Grants (from DDF)
Global Grants: minumum 30.000 usd for a
student.
Package Grants: Unesco IHE
To Support a Student’s Education
9
Humanitarian Programs
District Grants (from DDF):Small projects
Global Grants: Minumum 30.000 usd for a
project.
Package Grants: Oikocredit microcredit finance
To Support Humanitarian Projects
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*Scholarship
*Vocational Training
*Humanitarian Projects
We We UUse the se the SSame ame MMethod for ethod for AAll!!!ll!!!
Let’s Choose Global Grant to OrganizeLet’s Choose Global Grant to Organize
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Six Areas of FocusSix Areas of FocusPurpose and Goals StatementsPurpose and Goals Statements
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IntroductionIntroductionWith respect to the areas of focus policy statements, TRF notes that:
1.The goals of Future Vision are to increase efficiency in grant processing and ensure quality of funded projects;
2. The content of each policy statement is intended to represent eligible and ineligible activities;
3.Eligible activities reflect those that Rotary clubs and districts have most often implemented;
4. Project planning is a bottom‐up and host club/district‐driven process;
5. All grant requests must comply with the policy statements related to each area of focus.
13
Peace and Conflict Peace and Conflict Prevention/ ResolutionPrevention/ Resolution
14
TRF enables Rotarians to promote the practice of peace and conflict prevention/ resolution by:
1.Training leaders, including potential youth leaders, to prevent and mediate conflict;
2.Supporting peace‐building in communities and regions affected by conflict;
3.3. Supporting studies for career‐minded professionals related to peace and conflict prevention/resolution.
I. I. Areas of Focus Statement of Purpose & GoalsAreas of Focus Statement of Purpose & Goals
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1.Community activities targeting non‐Rotarian participants, including conferences, trainings, and camps, in support of nonviolence, peace‐building, and human rights;
2.Facilitated conflict resolution workshops related to topics addressing community needs;
3.Supporting initiatives addressing psychological effects of conflict;
4.Educating youth on preventive measures to avoid conflict;
II.II. Parameters of Eligibility Parameters of Eligibility 1/3
Peace and Conflict Peace and Conflict Prevention/ ResolutionPrevention/ Resolution
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5. Training programs or campaigns to address negative social dynamics in a community;
6. Communication and arbitration among parties previously engaged in direct conflict;
7. Vocational training teams
8. Scholarships for graduate‐level
II. II. Parameters of Eligibility Parameters of Eligibility 2/3
Peace and Conflict Peace and Conflict Prevention/ ResolutionPrevention/ Resolution
17
Are NOT Eligible:Are NOT Eligible:
1.Peace conferences targeting Rotarian participants;
2. Enrollment at a Rotary Peace Center partner university in the same, or similar, academic program as those pursued by Rotary Peace Fellows.
II.II. Parameters of Eligibility Parameters of Eligibility 3/3
Peace and Conflict Peace and Conflict Prevention/ ResolutionPrevention/ Resolution
18
TRF enables Rotarians to prevent disease and promote health by:
1.Improving the capacity of local health care professionals;
2.Promoting disease prevention programs;
3.Enhancing the health infrastructure of local communities;
4.Educating and mobilizing communities to help prevent the spread of major diseases;
5.Preventing physical disability resulting from disease or injury;
6.Supporting studies for career‐minded professionals
I. Areas of Focus Statement of Purpose & GoalsI. Areas of Focus Statement of Purpose & Goals
Disease Prevention Disease Prevention & Treatment& Treatment
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1.Testing with counseling and referrals/admission to treatment;
2.Education on preventing transmission of disease
3.Providing mobile technology equipment & vehicles to monitor & treat patients;
4.Equipment supported by the local health infrastructure
5.Provision of prevention programs;
6.Providing technical platform and training;
7.Treatment of diseases that includes a training of health service professionals, or provide public health education.
II. Parameters of Eligibility II. Parameters of Eligibility 1/2
Disease Prevention Disease Prevention & Treatment& Treatment
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8.Scholarships for graduate‐level study in programs related to disease prevention and treatment;
9.Vocational training teams that focus on educational components related to activities outlined above.
Are NOT Eligible:Are NOT Eligible:
1.Projects that consist exclusively of an equipment purchase, unless supported by the local health infrastructure that includes appropriate operational and maintenance plans;
2.Medical missions/surgical team trips that do not provide educational outreach programs or significant capacity building in the project country.
Disease Prevention Disease Prevention & Treatment& Treatment
II. Parameters of Eligibility II. Parameters of Eligibility 2/2
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TRF enables Rotarians to ensure that people have sustainable access to water and sanitation by:
1.Providing equitable community access to safe water, improved sanitation and hygiene.
2.Strengthening the ability of communities to develop, fund and maintain sustainable water and sanitation systems;
3.Supporting programs that enhance communities’ awareness of the benefits of safe water, sanitation and hygiene;
4.Supporting studies for career‐minded professionals related to water and sanitation.
I. Areas of Focus Statement of Purpose & GoalsI. Areas of Focus Statement of Purpose & Goals
Water and SanitationWater and Sanitation
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1. Access to safe drinking water;
2. Access to improved sanitation;
3. Improved hygiene;
4. Community development and management of systems for sustainability;
5. Watershed management and food security plans that depend on adequate water supply;
6. Water for production;
7. Vocational training teams supporting the above activities;
8. Scholarships for graduate‐level study in programs related to water and sanitation.
II. Parameters for EligibilityII. Parameters for Eligibility
Water and SanitationWater and Sanitation
23
TRF enables Rotarians to improve the health of mothers and their children by:
1.Reducing the mortality and morbidity rate for children under the age of five;
2.Reducing the maternal mortality and morbidity rate;
3.Improving access to essential medical services, trained community health leaders and health care providers for mothers and their children;
4. Supporting studies for career‐minded professionals related to maternal and child health.
I. Areas of Focus Statement of Purpose & GoalsI. Areas of Focus Statement of Purpose & Goals
Maternal and child HealthMaternal and child Health
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1. Prenatal care for pregnant women;
2. Labor and delivery services for pregnant women;
3. Providing medical equipment to underserved clinics and hospital maternity wards, when provided in conjunction with prenatal care educational activities;
4. Training and/or “train the trainer” initiatives for maternal and child health professionals and leaders
II. Parameters for Eligibility II. Parameters for Eligibility 1/4
Maternal and child HealthMaternal and child Health
25
5. Training and/or “train the trainer” initiatives for skilled birth attendants;
6. Prenatal and child care educational activities for parents and families;
7. Initiatives that build upon and/or improve capacity of existing community initiatives and/or local women’s groups pertaining to maternal and child health;
8. Education about and access to birth control, family planning and/or disease prevention and reduction initiatives, inclusive of HIV/AIDS and human papillomavirus1 (HPV);
Maternal and child HealthMaternal and child Health
II. Parameters for Eligibility II. Parameters for Eligibility 2/4
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9. Education and training on sexual health, particularly for adolescent girls;
10. Vocational training teams that focus on educational components related to activities outlined above, whether intended for the public, traditional health leaders or health professionals in the recipient community;
11. Scholarships for graduate‐level study in programs related to maternal and child health;
12. Relevant immunization for children under five;
13. Relevant immunizations for women and adolescent girls;
14. Interventions to combat pneumonia, diarrhea, malaria, and/or measles for mothers and children under five;
Maternal and child HealthMaternal and child Health
II. Parameters for Eligibility II. Parameters for Eligibility 3/4
27
15. Interventions to reduce the impact of sexually transmitted disease in women, e.g., HIV/AIDS, cancer of the cervix, gonorrhea and syphilis, etc.
16. Preventing mother‐to‐child transmission of HIV;
17. Promotion of breastfeeding and other interventions to fight malnutrition;
18. Surgical repair of fistula;
19. Surgeries/procedures to correct cleft palates;
20. Lifesaving surgeries and surgeries to address congenital problems provided they are supported by the local health infrastructure and include appropriate follow-up care.
Maternal and child HealthMaternal and child Health
II. Parameters for Eligibility II. Parameters for Eligibility 4/4
Are NOT Eligible: Are NOT Eligible: Medical missions/surgical team trips that do not provide significant capacity building in the project country.
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TRF enables Rotarians to ensure that all people have sustainable access to education and literacy by:
1.Involving the community to support programs that strengthen the capacity of communities to provide basic education and literacy to all;
2. Increasing adult literacy in communities;
3. Working to reduce gender disparity in education;
4. Supporting studies for career‐minded professionals related to basic education and literacy.
I. Areas of Focus Statement of Purpose & GoalsI. Areas of Focus Statement of Purpose & Goals
Basic Education and LiteracyBasic Education and Literacy
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1. Access to quality basic primary and secondary education;2. Educating adults in literacy;3. Providing training in teaching literacy, curriculum
development and school administration;4. Strengthening educational experience through improved
materials and facilities;5. Community management of education systems;6. Vocational training teams supporting the above activities;7. Scholarships for graduate‐level study in programs related to
basic education and literacy.
II. Parameters for Eligibility II. Parameters for Eligibility 1/2
Basic Education and LiteracyBasic Education and Literacy
30
Are NOT Eligible:Are NOT Eligible:
1.Projects that consist exclusively of equipment purchases;
2. Projects that provide tuition or school supplies without the means for the community to provide these in the future.
II. Parameters for Eligibility II. Parameters for Eligibility 2/2
Basic Education and LiteracyBasic Education and Literacy
31
TRF enables Rotarians to invest in people by creating sustainable, measurable and long term economic improvements in their communities and livelihoods by:
1.Building the capacity of entrepreneurs, community leaders, local organizations, and community networks to support economic development in impoverished communities;2. Developing opportunities for productive work;3. Reducing poverty in underserved communities;4. Supporting studies for career‐minded professionals related to economic and community development.
I. Areas of Focus Statement of Purpose & GoalsI. Areas of Focus Statement of Purpose & Goals
Economic & Community DevelopmentEconomic & Community Development
32
1. Access to financial services for the poor, which may include but are not limited to microcredit, savings, or insurance;
2. Training related to economic and community development including but not limited to entrepreneurship, community leadership, vocational, and financial literacy;
3. Small business/cooperative/social enterprise development and income generating activities for the poor;
4. Agricultural development for subsistence and small farmers;5. Community‐led and coordinated adopt‐a‐village or comprehensive
community development activities;6. Vocational training teams supporting the above activities;7. Scholarships for graduate‐level study in programs related to grass‐roots economic development
II. Parameters for Eligibility II. Parameters for Eligibility 1/2
Economic & Community DevelopmentEconomic & Community Development
33
II. Parameters for Eligibility II. Parameters for Eligibility 2/2
Economic & Community DevelopmentEconomic & Community Development
Are NOT Eligible:Are NOT Eligible:
1.Community infrastructure projects, if they are not part of a larger income generating activity;
2. Community beautification projects;
3. Construction or rehabilitation of community centers.
Promotion & Education
Fundraising- Donations- Club Contributions- DDF
Polio Plus Grants
a.Applications can be submitted only by:
-Partner Agencies or
-National Polio Plus Committees
b.Applications:
-Reviewed by F. International Polio Plus Committee
-Considered by the Trustees
V- POLIO PLUSV- POLIO PLUS
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Elements of Successful ProjectsElements of Successful Projects
Global Grants are:
1.1.SustainableSustainable – communities are able to address their needs after the Rotary club/district has completed its work;
2. MeasurableMeasurable – sponsors can select standard measures for their area of focus from the Monitoring and Evaluation Toolkit or use their own measures to show the good results of their work;
3. Community driven Community driven – global grants are designed by the host community based upon the needs they have identified;
4. Aligned with an area of focus Aligned with an area of focus – as defined in the policy documents.
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Districts & ClubsDistricts & ClubsQUALIFICATIONSQUALIFICATIONS
36
I- DISTRICT Qualifications I- DISTRICT Qualifications 1/2
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District Officer Responsibilities
District Officers are: DG- DGE- DRFCC. Their Responsibilities include:
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I- DISTRICT Qualifications I- DISTRICT Qualifications 2/2
Online Process for district qualification
2012 Governors-elect Training Seminar 39
1-District Governor
2-District Governor Elect
3-Rotary Foundation Chair
2012 Governors-elect Training Seminar 40
Online Process for district qualification
District Qualification
41
District Qualification
42
District Qualification
43
District Qualification
44
District Qualification
45
District Qualification
46
District Qualification
47
District Qualification
48
District Qualification
49
District Qualification
50
51
II. CLUB Qualification
52
1. Why must a club be qualified to apply for Rotary Foundation Grants?
2. How does a club be qualified?
3. Who sign the club MOU?
4. When should the grant management seminar take place?
5. Can the grant management seminar be conducted via webinar or other virtual medium?
QuestionsQuestionsII-II- ClubClub QualificationsQualifications
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6. Can clubs attend training in another district?
7. Who attends the grant management seminar?
8. Can the district add requirements to club qualification?
9. What extra requirements can a district have?
10. How should a district handle requests for district grant funds from nonqualified clubs?
11. Who is responsible for club qualification?
QuestionsQuestionsII- II- ClubClub QualificationsQualifications
TRF GRANTSTRF GRANTS
A.A.
1.1. 2.2. 3.3.
54
1. District Grants1. District Grantsa. Grant Planning
-One DG annually-Up to 50% of DDF-District Administration-Clubs submit funding requests to the District for
the following projects:•Service Projects•Scholarships•Vocational Training
55
b. District Spending Plan- DG- DRFCC- DGSC create the District Grant
Spending Plan.
c. Business Cycle- DG, DRFCC, DGSC submit and authorize applications online
through Member Access
- Application may be submitted at anytime:
• Before 1st July Payment after 1st July• After 1st July Payment within 10 business days approx.
- Funds issued once the spending plan is approved and all pre-payment requirements have been met.
- Deadline for 2013-14 is 15th May, 2014.
56
1. District Grants .. 1. District Grants .. continuedcontinued
d. Payment-One block payment-Can be made from 1st July to 15th May-All previous D.G. must be closed before new payment.-Districts must be current on reporting
57
1. District Grants .. 1. District Grants .. continuedcontinued
e. Reporting- Final report 12 months of payment once they have fully
distributed DG funds to individual projects.- Must include final list using the same format as the D.
spending plan- Any changes must be noted.- Clubs projects do not need to be complete before district
report.- It is the District’s responsibility.- Districts are required to report use of DDF to Clubs.
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1. District Grants .. 1. District Grants .. continuedcontinued
f. Benefits of District Grants
59
1. District Grants .. 1. District Grants .. continuedcontinued
a. Terms & Conditions
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2. Global Grants2. Global Grants
a. Terms & Conditions- Global Grants offer a minimum World Fund Award of $ 15,000
for a minimum project of $30,000.- World Fund Award based on:• 100% match of DDF• 50% match of cash contributions- G.G must have 2 primary sponsors (clubs or districts)- Both sponsors must be qualified- Additional partners do not have to be qualified- G.G. may support:• Scholars for a term of 1 to 4 years, covering tuition, room and
board, other expenses (different from Ambassadorial Scholarships).• Vocational Training: each team at least 1 Rotarian Team Leader
and 3 non Rotarian Team Members.
61
2. Global Grants … 2. Global Grants … continuedcontinued
b. Business CycleGlobal Grants first step: List of questions will be asked in the application must be answered.
Following these steps will help your club or district develop an eligible global grant project or activity:
1. Assess needs2. Choose area of focus.3. Select goals.4. Determine sustainability.5. Complete your proposal.6. Submit your application.
62
2. Global Grants … 2. Global Grants … continuedcontinued
b. Business Cycle (Steps)
1. Your needs assessment should help you determine the scope of your project/ activity.
2. Next, consider how community needs and member interests fit one or more of the areas of focus.
3. The next step in developing a global grant is to choose an area of focus and specific goals that your project/ activity will target.
63
2. Global Grants … 2. Global Grants … continuedcontinued
b. Business Cycle (Submit your Proposal)
4. Once you know the needs of the community and have identified the areas of focus that align with that need, begin to plan your project/ activity. Be sure to include strategies for the project/ activity to continue after the grant funds are expended.
5. You will need to explain how your proposed project or activity will be funded. This includes an itemized budget, description of community involvement, and legal authorization.
64
2. Global Grants … 2. Global Grants … continuedcontinued
b. Business Cycle (Submit your Application)
Rotary Foundation staff review your grant proposal. If
it meets minimum requirements, you’ll be asked to
submit the application online for an in-depth review.
The application should provide detailed project
information and the authorizations of the DRFC and
DG.
65
2. Global Grants … 2. Global Grants … continuedcontinued
b. Business Cycle (Application Process)
- Club qualifies.
- Club submits club-developed global grant proposal online.
- TRF reviews proposal for initial approval.
- Club submits global grant application.
- District approves online.
- TRF reviews for final approval. 66
2. Global Grants … 2. Global Grants … continuedcontinued
b. Business Cycle (Payment)
67
2. Global Grants … 2. Global Grants … continuedcontinued
b. Business Cycle (Reporting)
• Progress report submitted 12 months after funds received.
• Every 12 months until project is complete.
• Final report submitted within 2 months of project completion.
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2. Global Grants … 2. Global Grants … continuedcontinued
- Provide opportunities for districts & clubs to work with RF Strategic Partners.
- Activities funded from the World Fund.
- Projects support the Areas of Focus and can include scholarships, humanitarian projects & vocational training.
69
3. Packaged Grants3. Packaged Grants
Supporting The Rotary Foundation Supporting The Rotary Foundation
Annual Programs FundFor Support Today
Permanent FundTo Secure Tomorrow
PolioPlus FundEnd Polio Now
1570
Our Rotary Foundation Is UniqueOur Rotary Foundation Is Unique
The Rotary Foundation is your Foundation
Addresses the greatest needs
World reach greater than the United Nations
We can go where politicians and religious groups cannot
1471
Foundation Foundation FundingFunding
Contributions
SHARE System
Contributions
Earnings
872
The The SHARESHARE System System
Divides Annual Programs Fund into – District Designated Fund (DDF)– World Fund
Transforms contributions into grants and more Allows clubs to determine how district
contributions are spent
973
Annual Programs Annual Programs FundFund
Supports grants and programs through the SHARE system
Contributions credited to donor’s club and applied to club’s per capita goal
1774
Annual Programs Fund Annual Programs Fund ContributionsContributions
At the end of Rotary year, Annual Programs Fund contributions split evenly: 50% to the World Fund 50% credited to the district’s DDF
1075
76
Permanent Fund Permanent Fund EarningsEarnings
The Trustees determine the spendable percentage of earnings. If a district has contributions designated to Permanent Fund-SHARE, the earnings are split: 50% to the World Fund 50% credited to the district’s DDF
1177
TwoTwo Funds Funds
District Designated Fund– District controlled – Used by Rotarians in
the district– Spent on Foundation
grants and programs
World Fund– Trustees control– Used by Rotarians
worldwide– Spent on Foundation
grants and programs
1278
District governor District governor-elect District Rotary Foundation
committee chair District Rotary Foundation
subcommittee chairs
Who is involved in planning?Who is involved in planning?
1379
TRFTRF Financial Position Financial Position 11
80
TRFTRF Financial Position Financial Position 22
81
TRF TRF Statement of Activities Statement of Activities 20122012 11
2012
82
TRF TRF Statement of Activities Statement of Activities 20122012 22
83
TRF TRF Statement of Activities Statement of Activities 20112011 11
2011
84
TRF TRF Statement of Activities Statement of Activities 20112011 22
85
TRFTRF Statement of Functional Expenses Statement of Functional Expenses 20122012
Program Program AwardAward
ExpensesExpenses TotalTotal
EducationEducation 16,904 5,265 22,169
HumanitarianHumanitarian 48,415 6,772 55,187
PolioPlusPolioPlus 102,774 2,227 105,001
Global GrantsGlobal Grants 10,580 3,816 14,396
District GrantsDistrict Grants 5,094 --- 5,094
Other ProgramsOther Programs 1,924 268 2,192
185,691 18,348 204,039
91% 9% 100%86
TRF TRF Statement of Functional Expenses Statement of Functional Expenses 20112011
Program Program AwardAward
ExpensesExpenses TotalTotal
EducationEducation 16,592 5,202 21,794
HumanitarianHumanitarian 40,547 6,925 47,472
PolioPlusPolioPlus 75,620 2,250 77,870
Global GrantsGlobal Grants 9,310 3,516 12,826
District GrantsDistrict Grants 6,064 231 6,295
Other ProgramsOther Programs 2,114 270 2,384
150,247 18,394 168,641
89% 11% 100%87
100% Member Participation
US$100 per capita
Annual Programs FundAnnual Programs Fund
1688
Contributes at least US$100 every year to the Annual Programs Fund
TRF Sustaining MemberTRF Sustaining Member
2009-2010
1889
Rotarian who contributes US$1,000 or in whose name $1,000 is contributed
Paul Harris FellowPaul Harris Fellow
1990
Contributes US$1,000 each year to the Annual Programs Fund-SHARE, PolioPlus, or approved grants
Paul Harris Society MemberPaul Harris Society Member
2091
100% Paul Harris Fellow Club
Club Banner RecognitionClub Banner Recognition
Top ThreePer Capita Giving Clubs
2192
Club Banner RecognitionClub Banner Recognition
100% Rotary Foundation Sustaining
Member Club
Every Rotarian, Every Year Club
2293
Permanent FundPermanent Fund
Rotary’s endowment fund Contributions invested in
perpetuity Only earnings are spent
2394
Endowed Naming Endowed Naming OpportunitiesOpportunities
$25,000: earnings support SHARE or World Fund
$50,000: general support to Rotary Peace Centers
2495
$100,000: general support of an area of focus
$250,000: support donor’s district participation in global grants, or endow a Rotary Peace Fellow (certificate program)
25
Endowed Naming Endowed Naming OpportunitiesOpportunities
96
$500,000: specify area of focus and geographic preference, or endow a Rotary Peace Fellow (two-year master’s program)
$1,000,000: individually crafted with increase in specificity
26
Endowed Naming Endowed Naming OpportunitiesOpportunities
97
Rotary Peace CentersRotary Peace Centers
Seeks to fully endow program
Goal of US$95 million by 2015
Major Gift focus
Rotary Peace Centers Major Gift Initiative
2798
BenefactorBenefactor
A provision in estate plan to gift a minimum of US$1,000 to The Rotary Foundation
An outright gift of $1,000 to Permanent Fund
2899
Bequest SocietyBequest Society
A provision in an estate plan totaling US$10,000 or more to the Foundation
Examples: living will, life insurance policy
29100
Major DonorMajor Donor Personal outright or cumulative gifts of US$10,000 or more
to the Foundation Cash, life income agreements, bequests, real estate, or
securities
30101
Arch C. Klumph SocietyArch C. Klumph Society Trustees Circle US$250,000 to 499,999.99 Chair’s Circle US$500,000 to 999,999.99 Foundation Circle US$1 million and above
31102
THANK YOU!