the rotary foundation: charitable arm of rotary
TRANSCRIPT
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The charitable arm of RotaryMichel P. JazzarRI Representative to United Nations-ESCWA 2014-2015PolioPlus D.2452 Subcommittee chairman 2014-2015
RC Beirut Hills, 19 November 2014
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Words of thanks…
The Rotary Foundation is seen
differently!
This is November — Foundation month for Rotary
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Words of thanks…
The Rotary Foundation is seen under a new light
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Introduction: TRF=“Doing good”
• Charity‡ Service: “The magic transformation”• TRF goals 2014-15 & administration: “TRF is so unique” • Eradicate polio : “We are this close” : the entire world has
followed us : +1.3 billion USD• Peace Centers: “Peace is possible” : EF 125M $ for peace• Grants: “Change lives” • Funding: “Our Foundation”
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Electric trans Trans AC 10V/250mA
What in common between
and
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What is the difference between charity and service?
CHARITY is offering your RESOURCES. الحسنة
SERVICE is offering your TALENTS and ABILITIES. الخدمة
The action of charity puts clothes on a person needing clothes and feeds a person needing food.
A Service is a set of actions or solutions that are put in place or are performed to provide a repeatable and consistent set of outcomes.
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Internal vs. External RelationsCharitable
=When it comes to fund [money],
Project/DAF/Programs
Service=
When it comes to concretize a project
Internal relations=
Club – District – TRF
External relations=
Community needs [associations]
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Transformation
Club-in: Charity
Club-out: Service
Fundraising Projects
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T
R
F
he
otary
oundation
T
R
F
ransforms
otarians’
undraising
T
R
F
o
eal
acts
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TRF transformstransforms gifts [charity]
into projects [service]
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TRF MISSION
World Understanding • Goodwill • Peace
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TRF Administration
ChairpersonTrustees: 1+14G.SStaff: HQ+ Regional offices
Non-profit associationHas one member : The Rotary International
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2014-15 Rotary Foundation Trustee
John Kenny, Foundation Trustee ChairFoundation Trustee Chair
Trustees are appointed to four-year terms by the RI president, with approval
from the RI Board of Directors.
GS
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GROWTH OF THE FOUNDATION
The first donation of $26.50 was given in 1917. In 1929, the Foundation made its first gift of $500
to the International Society for Crippled Children. When Rotary founder Paul Harris died in 1947,
contributions began pouring in to Rotary International, and the Paul Harris Memorial Fund was created to build the Foundation.
Since the first donation of $26.50 in 1917, the Foundation has received contributions totaling more than $1 billion in 2013.
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TRF Financing: by Rotarians & friendsI WANT TO SUPPORT ROTARY'S CURRENT WORKANNUAL FUND AND SHARE
I WANT TO SUPPORT ROTARY'S FUTUREENDOWMENT FUND
I WANT TO SUPPORT A POLIO-FREE WORLDPOLIOPLUS FUND
I WANT TO SUPPORT A SPECIFIC CAUSEYou can designate your gift to support one or more of Rotary's top priorities : 6AOF.I WANT TO SUPPORT A SPECIFIC PROJECTGIVE TO A FOUNDATION-APPROVED PROJECTGIVE TO PROJECTS IN YOUR COMMUNITY
RPC - MGI
Share system
Polio challenge BMGF 2013-2018
RPC
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Fundraising Initiatives 2014-2015
16
June 201330 June 2015
30 June 2015
$125 million
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Rotary Foundation Funding
Investment Earnings
District Designated Fund(DDF)
TRF Funding
SHARE
World Fund
RotarianContributions
• Bequest commitments• Life insurance• Marketable securities• Real estate• Charitable trusts or annuities• Benefactor• Bequest Society• Major Donor• Arch C. Klumph Society
• Every Rotarian, Every Year• PH Sustaining Member• Paul Harris Fellow• Paul Harris Society• Major Donor• Arch C. Klumph Society
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Courtesy PP Ronald Farra
100
$
$$$
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SHARE System
Unused DDF rolls forward for GGsto the next year;
districts notified in August
2015-162011-12 2012-13 2013-14 2014-15
Unused DDF is calculated; districts notified in May
Funds raised
Funds spent
District can also decide to donate it to PolioPlus or Rotary Peace Centers.
PDG Assem Abdelrazek
PDG Usama Barghouti
D.2452
PDG Jamil Mouawad
DGN Mostafa Nasreddine
DG Khalil Al Sharif
2016-17
DGD Saed Ben Bilaila
50%
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DDF 2014-2015
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Foundation Goals for 2014-15
1. the eradication of the poliovirus 2. support Rotary's own charity, The Rotary
Foundation,3. ensure the progress of our new grants
program 4. promoting and publicizing the Rotary
Peace Centers program5. the future of our Foundation is in all our
hands
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TRF Programs
PolioPlusPeace CentersGrants
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Polio Eradication story
1979: 3H project - Philippines1985: PolioPlus Program
launching1988: GPEI
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1988: Polio eradication partnerships Rotary International is a spearheading partner in the
Global Polio Eradication Initiative - GPEI along with: 1.World Health Organization - WHO 2.UNICEF3.CDC_US Centers for Disease Control &
Prevention Other partners include:• The Bill & Melinda Gates Foundation • and donor governments.• Local MOPH
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POLIOPLUS [P+]
POLIO+ GRANTS• NIDs & monitoring.• “General P+ Fund” &
DDF.• Proposals are
submitted by major partners & national PPCC .
• Trustees approve P+ grants.
• support urgent social mobilization and surveillance projects.
• funded from the “general P+ Fund”.
• from national PPCC.• approved on a rolling
basis.
POLIO+PARTNERS GRANTS
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2013-2018: POLIO END GAME2013-2018: POLIO END GAME$43.6M Rotary’s contribution to Polio
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$43.6M Rotary’s contribution to Polio15.1 million for Eastern Mediterranean Region-EMR: Egypt, Lebanon,
Jordan, Syria, Palestine…5.7 million for Afghanistan5.6 million for Pakistan3.6 million for the Iraq $ 6.5 million for Nigeria4.77 million for Ethiopia4.15 million for the Democratic Republic of the Congo3.45 million for Chad4.7 million for surveillance activities and technical support in Africa2.6 million for the India1.65 million for WHO research activities$ 148,000 for monitoring activities in the Eastern Mediterranean region.$ 470,000 for monitoring activities in the Southeast Asia region.
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POLIO: TAKE ACTION
1.EDUCATE2.ADVOCATE3.FUNDRAISE
How might Rotarians use their role to transform themselves, others, and their organizations?
Rotarians light up when they talk about their involvement
http://www.endpolio.org/take-action
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ROTARY PEACE FELLOWSHIPS
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ROTARY PEACE FELLOWSHIPS: Purpose• Supporting and advancing research,
teaching, publication, and practical field• Inspiring people to work for a culture of
peace and tolerance• Providing advanced international
educational opportunities• Providing a means for TRF and Rotarians
to increase their effectiveness in promoting greater tolerance and cooperation among peoples
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RPC program offers 2 optionsMaster’s Degree Professional Development
Certificate
Five centers, six universities One center, one university
15- to 24-month course Three-month course
Study timelines differ according to each university’s schedule
Two sessions per year, January-April and June August‑
10 new fellows at each center per year, totaling up to 50 per year
Up to 25 fellows in each session, up to 50 per year
Two- to three-month applied field experience during summer break
Two to three weeks of field study incorporated into curriculum
Building the leaders of tomorrow Strengthening the leaders of today
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6 Rotary Peace Centers @ 7 UniversitiesHeadBullets
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Peace: we are all concerned
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RPF Alumni around the World
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District 2452, starting 2013-14
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District 2452, starting 2013-14Professional Development
CertificatePalestine
Malaka SamaraChula University: 3
months12000$NGOs-MSF
Master degree
JordanChristina KhouryBradford University: 2
years75000$Lawyer
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PEACE: ROTARIANS ROLE
1. Promoting Rotary Peace Fellowships
2. Fellow selection 3. Funding 4. Orientation/Hosting/Alumni
How might Rotarians use their role to transform themselves, others, and their organizations?
Rotarians light up when they talk about their involvement
085_En-Fr
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084-Ar: Promoting Rotary Peace Fellowships
1st edition: 2014
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GRANTS: SERVE TO CHANGE LIVES• D. GRANTS• G. GRANTS• AOF• SUSTANIBILITY• SCHOLARSHIPS• VTTs• QUALIF. & STEW.• PROCESS• REPORT
Rotary Foundation grants support
Rotarians’ efforts to change lives
and serve communities.
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GRANTS: SERVE TO CHANGE LIVES• D. GRANTS• G. GRANTS• AOF• SUSTANIBILITY• SCHOLARSHIPS• VTTs• QUALIF. & STEW.• PROCESS• REPORT
Rotary Foundation grants support
Rotarians’ efforts to change lives
and serve communities.
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The ratings were compiled by the Financial Times in association with the Dalberg Global Development Advisers and the United Nations Global Compact.
Why new model for TRF grants now?
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Which of these NGOs was ranked BEST ?
• Rotary International, • Habitat for Humanity,• LIONS, • UNESCO,• UNICEF.
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LCIF Ranked Best NGO Worldwide
Report dated July 5, 2007
Lions Clubs International Foundation (LCIF)
LIONS CLUBS INTERNATIONAL FOUNDATION
http://www.edmclion.com/HotTopics.html http://www.lcif.org/EN/about-us/accolades.php
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2007
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2007
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Why did TRF change the grant model?
• Use TRF limited resources more effectively. • In 2007, the Foundation spent 20 percent of its
program budget on long-term activities with high impact, and 80 percent on short-term activities with minimal impact.
• The new grant model will reverse that: 80 percent of the program budget will support high-impact, sustainable projects.
• The new grant model will also help meet the priorities and goals of Rotary's strategic plan 6AoF.
• Increase Districts’ accountability & responsibilities.
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Charity Navigator, US national serviceJune 2013
http://www.charitynavigator.org/index.cfm?bay=search.summary&orgid=4005#.VGcmzjSUfTo
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Grants’ namesDistrict Grants Global Grants
50
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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District grants
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50% of Perm. Fund Share
earnings
Slide 52
50% of new DDF from
three years previous
Total available funds for
District Grant
Districts communicate
with clubs and collect
project ideas(planning
phase)
Districts receive block
grant, distribute to
clubs and report to TRF
(implement / report phase)
District submitsproposed
spending planfor selected
projects(apply phase)
Activities align with TRF mission
(review phase)
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DDF 2014-2015
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GLOBAL GRANTS
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TRF Funding(Match 50% for cash
100% for DDF)
Slide 55
Club & District
Funding (cash + DDF +
partners)
Total project funding for
Global Grant
Grant review, decision, payment
(decision/payment phase)
Complete application readiness check and
apply(apply phase)
Implement and report on
grant (implementation /
report phase)
Conduct Community AssessmentDetermine
activity and area of focus
(planning/design)
Min. US$15,000 Min. US$30,000
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SCHOLARSHIPS
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SCHOLARSHIPS
Club & District
• NO RESTRICTIONS ON THE LEVEL (SECONDARY, UNIVERSITY, OR GRADUATE), LENGTH, LOCATION (LOCAL OR INTERNATIONAL), OR AREA OF STUDY
• NO RESTRICTIONS ON THE DOLLAR AMOUNT FOR THE SCHOLARSHIPS
Global GrantsMAY BE USED TO PROVIDE FUNDING FOR
ACADEMIC STUDIES PROVIDED THAT THEY:
• FUND GRADUATE-LEVEL STUDY THAT RELATES TO ONE OR MORE OF THE AREAS OF FOCUS
• FUND STUDIES FOR A TERM OF 1 TO 4 ACADEMIC YEARS
• SPONSOR THE ACADEMIC STUDIES OF AN INDIVIDUAL TRAVELING FROM THE INTERNATIONAL SPONSOR DISTRICT TO THE HOST SPONSOR DISTRICT
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VOCATIONAL TRAINING TEAMS-VTTs
• Club’s scale• District’s scale• International grant
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AREAS OF FOCUS
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The most successful and sustainable Rotary service tends to
fall within one of the following six areas:six areas:1.Peace and conflict prevention/resolution2.Disease prevention and treatment3.Water and sanitation4.Maternal and child health5.Basic education and literacy6.Economic and community development
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GRANTS: ROTARIANS ROLEHow might Rotarians use their role to transform themselves, others, and their organizations?
Rotarians light up when they talk about their involvement
Information/seminars/webinarsCommunity needs/project sustainableClub involvement Fundraising/partnershipInternational sponsorsStewardship
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Community needs: we are citizens of the world
We serve to change lives to better
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RESOURCES 219_en_fr
THE ROTARY FOUNDATIONREFERENCE
GUIDE
www.rotary.org
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Résumé: Programs
Eradicate polio
Peace Centers Grants sInnovative partnerships & projects
1 2 3 4
Since 2002Since 1985 Since 1947 2013-14
District Grants
Scholars VTTs
Partners50 Certificate
50 master
GPEIRCs Districts
Global Grants
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Résumé: Financing
Eradicate polio
Peace Centers Rotary grant model
Innovative partnerships & projects
1 2 3 4
125 M $+1.3 billion $ +1 billion $ Case/case
EREY WF PartnersRCs Districts
EFBMGF
Contributions to TRF are always voluntary, never required
earningsRCs Districts
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Why TRF is so unique? The Rotary Foundation is unique in
that :it is supported by contributions
from Rotarians, for programs/projectsprograms/projects identified by Rotarians,
it is managed by Rotarians at the program/project site program/project site in all Rotary countries.
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Remember that:
The Rotary Foundation
is our Foundation.
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Rotarians keep in mind
Polio: no one is safePeace: we are all concernedGrants: we change livesAlumni: they are prospective
Rotarians
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