THE ROTARY FOUNDATION

Our Foundation - Our Charity

TODAY’S PROGRAM – FOUNDATION SEMINAR 23-04-2017

11.20 am David Rands Welcome, sign in, manual distribution

11.30 am David Rands Our Foundation – the broader view

11.45 am David Rands Club Qualification / Club Foundation Chair Manual / Role of Club

Foundation Chair

11.55 am David Rands introduction of District Foundation Team

12.00 pm Gavin Ralston Personal Giving - The Centurion Program

12.20 pm David Cook Paul Harris Society / Major Donors

12.30 pm Barry Philps Benefactors, Bequests and the Endowment Fund

12.40 pm David Rands Goal Setting / Use of My Rotary reports

12.50 pm David Rands Foundation Dinner

12.55 pm Pam Pritchard Scholarships and Peace Fellows

1.05 pm Bob Aitken End Polio Now - Update

1.15 pm LUNCH – Return at 2.10 pm

2.10pm Patricia Garcia Peace Fellow

2.20pm David Rands District Grants

2.30 pm Tony Castley Global Grants including VTTs

3.00 pm Danny Low /

David Rands Q & A and wrap up

3.15 pm Close Return to Plenary sessions of District Assembly

Then President Arch Klumph proposed to set up an endowment in 1917 proposed to set up an endowment in 1917

1916-17 Board of Directors. Top L to R FW Galbraith,

E. Leslie Pidgeon, Chelsey R Perry, Guy Gundaker.

Bottom l to R Arch C. Klumph, Allen D. Albert1916-17

Board of Directors. Top (left to right): F.W. Galbraith Jr.,

E. Leslie Pidgeon, Chesley R. Perry, Guy Gundaker.

Bottom (left to right): Arch C. Klumph, Allen D. Albert.

The first contribution to the

endowment was from the Rotary

Club of Kansas City, Missouri, for

$26.50

The endowment is the precursor to

The Rotary Foundation, the not-for-

profit philanthropic organisation that

supports Rotary International.

“For the purpose of doing good in the world” purpose of doing good in the world”

THE ROTARY FOUNDATION SO FAR…

• First Grant - $500 to the crippled children society 1929

• Ambassadorial Scholar Program Launched 1947

• GSE Program launched 1965

• 3H Program Launched 1979

• Polio Plus Launched 1985

• Rotary Peace Fellow Program Launched 1999

• Future Vision Program Pilot Launched 2009

• Areas of Focus Grants Program launched 2013

FOUNDATION GRANTS AND PROGRAMS

Grants • District grants - Small grants administrated by District

• Global grants - Large Grants administrated by the TRF.

Can be a project grant, VTT (Vocational Training team), or

scholarship.

• Special Grants

• Programs

• Peace Fellows: fully funded by the TRF

• Polio Plus: Our No.1 Priority!

AREAS OF FOCUS

36.6%

Australia

Individual

Club

18.0%

New Zealand

Individual

Club

96.4%

3.6% Philippines

Individual

Club97.1%

2.9% Indonesia

Individual

Club

48% of Rotarians Contributing 43% of Rotarians Contributing

21% of Rotarians Contributing 7% of Rotarians Contributing

Personal Giving v Other Giving By Country Group.

Global Grants 1,078 $68.8m 3,387 Clubs

District Grants 488 $25.2m 8,102 Clubs

Polio 81 $128.95m

Where the money went in 2014-15

Grants Valueue Participation

32 DISTRICT GRANTS THIS YEAR - $132,000

Balgowlah Gosford North Mosman Ryde

Belrose Hills Kellyville North Sydney The Ponds

Blackheath Kincumber Northbridge Turramurra

Chatswood Sunrise Kurrajong North

Richmond Northlakes Toukley Umina Beach

East Gosford Lane Cove North Sydney Sunrise Upper Blue Mountains

EClub Greater Sydney Lindfield Norwest Sunrise Upper Northern

Beaches

Epping Macquarie Park Pennant Hills Wahroonga

Glenhaven Manly Roseville Chase Wyong

8 Projects in Australia – 24 International Projects

Total Value: $342,000

DISTRICT GRANTS

Gosford Club used a District grant to build two picnic shelters on the Gosford waterfront.

Mosman Club has supported “Books in Homes” in providing books to infants and grade 1 pupils at a school in Mt Druitt

12 GLOBAL GRANT PROJECTS LAUNCHED SO FAR THIS YEAR

(OVER $US 1 MILLION IN TOTAL)

GLOBAL GRANTS

Carlingford Rotary used a Global Grant of $26K to supply fishing boats in Philippines after Hurricane Haiyan Total project value $56K

The Hills Kellyville Rotary used a $40K GG to supply ophthalmology equipment in the Jaffna hospital in Sri Lanka. 135 patients were operated on using the equipment in its first month of operation. Total project value $110K

GRANTS RECEIVED BY DISTRICT 9685 IN 2015-16

Our District 9685 has received the following grants 2015-16

• District Grant - 40 club grants totaling - $83,000

• Global Grants - 12 approved Global Grants - $120,000 DDF

• Global Grants - Foundation Match - $120,000

• Foundation Scholarship - $30,000 DDF

• Foundation Scholarship match - $30,000

• Clubs $130,000 input-50% match - $65,000

• $ Total funding from the Foundation US $448,000

Annual Fund raised in 2015-16 by D9685 US$ 393,661

GIVING TO CHARITY

How many of you give

to a Charity?

Please give to

our Charity?

In 2014-15 The Rotary Foundation put 91.4% of the

funds into Rotary Programs - 2% administration ,6%

promotion.

The Rotary Foundation has a had four star rating with

the Charity Navigator – for eight consecutive years.

2016 Outstanding Foundation (Association of

Fundraising Professionals)

CLUB QUALIFICATION

For a Rotary Club to be qualified to access Foundation

District and Global Grants, it must meet the following

criteria

• Attendance at the Foundation Seminar for updating /

training of club foundation Chair or a delegate.

• Completion of the Memorandum of Understanding

document included in the foundation Chair Manual

• Entering of club giving goals on line. Instructions are in

the Club Foundation Chair Manual

Club Foundation Chair Manuals are available today

CLUB FOUNDATION CHAIR MANUAL

• Your reference for the year

• Information on applying for grants – with links where

appropriate

• P 6-7 District Grant requirements and Interim Final

report form. The Final report must be completed

before second half of DG is paid to Club.

• P 8 Global Grant advice – an on-line process

• P 11Club Memorandum of Understanding – this must

be completed before any grant can be applied for.

• P 12 District Grant Application form

THE ROTARY FOUNDATION – THE CLUB CHAIR ROLE

• Encourage Club project chairs to apply for Foundation

Grants and help members be involved in those projects

• Be knowledgeable about the Grants process and options

available – advise the club

• Promote the Foundation’s work frequently at Club meetings.

• Arrange an inspirational Foundation focused program 4

times per year .

• Set goals and encourage all members to be a Centurion.

Assist the club treasurer in managing the receipts

• Promote membership of the Paul Harris Society and the

Bequest Society. Inspire your fellow members to give

personally to OUR Foundation.

DISTRICT TEAM- THE ROTARY FOUNDATION

• Chair PDG David Rands

• Scholarships PDG Pam Pritchard

• End Polio PDG Bob Aitken, Bruce Nicholls

• Grants David Dean

• Foundation Alumni Lindsay May

• PHS/Major Donors PDG David Cook

• Centurions Gavin Ralston

• Endowment Fund PDG Monica Saville

• Audit/Review Chair Tony Durbin

ZONE REPRESENTATIVES - THE ROTARY FOUNDATION

• Beaches Peter Kindred

• Blue Mountains PDG Jennifer Scott

• Central Coast David Rivett

• City North Neil Howie

• Hawkesbury Bob Kaye-Smith

• Lower Central Coast Ross Pearse

• Nepean PDG David Cook

• North Shore PDG Pam Pritchard

• Northwestern Haran Ramachandran

• Riverside PDG Monica Saville

• The Hills PDG Barry Philps

• Upper Central Coast Liz North

• Upper North Shore PDG John Cameron

Rotary Club raises

money

Rotary club donates

money to another charity

Other charity builds

reputation

Other charity comes back to

Rotary Club for more money

The cycle of fundraising and giving

…to do good in the world

Rotary Club raises Money

Rotary Club contributes to TRF

Rotary club applies for a Grant

The Grant provides funding for local or

international projects

Reputation of the Rotary Club

grows

Lets grow our reputation

The Centurion Program

Gavin Ralston

E-Club of Greater Sydney

THE CENTURION PLAN aka

The Centurion Program

The Centurion Club..

.

AN AUSTRALIAN PROGRAM

• $A100.00 a year

• Tax deductable

• Goes towards PHF

DO YOU HAVE a

CENTURION BADGE?

DO YOU HAVE

a

CENTURION BADGE?

DO YOU WEAR IT?

Changes

FOUNDATION CHAIR RESPONSIBILITY

NO BADGE

New coloured sticker

RENEWED ANNUALLY

New coloured sticker

Runs for Rotary year.

New coloured sticker

Runs for Rotary year.

Distributed by Club Foundation Chair

New coloured sticker

Runs for Rotary year.

Distributed by Club Foundation Chair

Funds sent direct to RI

SUPPORT

Regular reports of Members’ Centurion status

Paul Harris Society

PDG David Cook

Lower Blue Mountains Rotary Club

WHAT IS THE PAUL HARRIS SOCIETY?

US$1,000 every year

Annual Fund

PolioPlus Fund

Approved Foundation grants

WHY JOIN THE PAUL HARRIS SOCIETY?

Doing so helps ensure the

continued good work of Rotary

members.

JOINING THE PAUL HARRIS SOCIETY

Become a member

Join online.

Complete the brochure

Call the Rotary Support Center

ROTARY DIRECT

Recurring giving

Choose your designation

Set amount & frequency

Monthly

Quarterly

Annually

Enroll online: www.rotary.org/give

PHS membership is automatic

PAUL HARRIS SOCIETY RECOGNITION

Thank you for your time, commitment, and support.

QUESTIONS?

Major Donors by District

The Endowment Fund

PDG Barry Philps

Glenhaven Rotary Club

SUPPORTING THE ROTARY FOUNDATION

Annual Fund

For Support Today

Endowment Fund

To Secure Tomorrow

Polio Plus Fund

End Polio Now

WAYS TO GIVE – AND RECOGNITION

Benefactor (US$1,000+)

Bequest Society (US$10,000+)

Bequest Society Members

leave US$10,000 or more in their

Will so their contribution

will work forever.

BEQUEST SOCIETY, BY DISTRICT, MOVING ANNUAL TOTAL

7 9 8

3 4 6

28

22

11 7

1

6

20

3

9 6

1

11 13

2 3

3 1

1

2 1

5

8

8

1

2

1

8

2

2

1

4 2

1 1

1 1 1

1

2

1

3 3

2

3

1

1

4 1

1

1 1

2

1

1

2 1

2

1

2

5

1

2 2

1 1

1

1

1

1

1 2

1

2 1

2

1

1

D9455D9465D9500D9520D9550D9570D9600D9630D9640D9650D9670D9675D9685D9700D9710D9780D9790D9800D9810D9820D9830

Level 1 Level 2 Level 3 Level 4 Level 5 Level 6 Level 7

Rotary’s tomorrow

depends on what we do

today.

GOAL SETTING

• Giving goals: Essential requirement of Club Qualification.

• Log onto My Rotary – Club Presidents, Foundation Chairs

have access to Club Foundation reports and can enter goals

• Use the Manage tab / Rotary Club Central, Foundation

Giving / Goals and Progress – p 10 CFCM

• For Reports Log on to My Rotary. Select the Foundation

Tab then drop down on the right to Foundation Reports.

Various available - you will find Contribution and Recognition

Reports

MY ROTARY WEBSITE

• For Reports Log on to My Rotary. Select the Foundation

Tab then drop down on the right to Foundation Reports.

Various available - you will find Contribution and Recognition

Reports

• Reports include:

– Benefactor Report

– Club Recognition Summary

– Club Foundation Banner Report

– Major Donor, Arch Klumph Society, Bequest Society

– Club Fundraising Analysis

– Paul Harris Society Report

• Help available from TRF – Mark Anderson

THE WEBSITE AND USEFUL INFORMATION

The Rotary Foundation

• Grant Centre

– Global Grant Application

• Our Causes

Manage

– Club Administration

– Reports • Club Recognition Summary

• EREY

• Club Fundraising Analysis

– Contribution Forms

– Goals

www.rotary.org

FOUNDATION DINNERS

• Chatswood Concourse – September / October – speaker

PM Malcolm Turnbull – to be confirmed. Ref. Peter Kindred

• Epping Club - Monday 20th November – speaker Jennifer

Jones – Board member of RI – an excellent speaker

Peace Fellows and Global Grants Scholarships

PDG Pam Pritchard

Turramurra Rotary Club

GLOBAL GRANT SCHOLARSHIPS

Through scholarship grants Rotarians can support future leaders in

fields related to their areas of focus.

US $30,000 DISTRICT SCHOLARSHIP FOR 2017-18

For overseas study at a post graduate level for one to four years

Due 31st March 2018

Criteria

Aligned to an area of focus

Excellent leadership skills

Success in his or her academic field or vocation

Well defined and realistic goals

Sincerity about maintaining a lifelong relationship with Rotary

GLOBAL GRANT SCHOLARSHIPS

One of our Foundation Global Grant Scholars

for 2016-17 is Alison French who is studying

at Oxford University. Alison was nominated by

the Rotary Club of Northbridge.

Alison is studying for a Masters in Public Policy, with special focus on

education policy. In particular her passion is to improve curricula for the

aboriginal community, recognising culture and remoteness as particular

challenges

GLOBAL GRANT SCHOLARSHIPS

Another of our Foundation Global Grant

Scholars for 2016-17 is Michaela Dolk

who is also studying at Oxford University.

Michaela was nominated by the Rotary

Club of Mosman.

Michaela has a BSc in Environmental

Systems, and is studying for a Masters

degree in Water Management Policy. Her

aim is to contribute to improved hydrology

and water management in developing

countries.

GLOBAL GRANT SCHOLARSHIPS

Our Foundation Global Grant

Scholar for 2015-16 was William

Chan, who started his studies in

Milan being hosted by the

Rotary Club of Milano Cordusio.

He gained approval to continue

his studies in Berlin working on a

research project.

William’s field of work and study is water and sanitation and he has a

track record of community service. He was nominated by RC Macquarie

Park.

He is a RYLArian and was President of his school Interact Club.

ROTARY PEACE FELLOWSHIPS

Through training, practice and global networking, the Rotary Peace Centres Program develops leaders who become catalysts for peace and conflict resolution.

A new online application is to be completed by the applicant, due May 31, endorsement by District July 1.

TWO YEAR MASTERS DEGREE

Average cost to the Foundation US$80,000

Criteria

• Bachelor’s Degree and related experience

• Commitment to International Understanding and Peace

• Excellent Leadership Skills

ROTARY PEACE SCHOLARSHIPS

THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE

Criteria

• Five years of related full time work or volunteer experience

• Strong academic background

• Commitment to International Understanding

and Peace

PEACE FELLOW

Our Peace Fellow for 2016-17 is Patricia

Garcia OAM, who has just completed her

three months of study at the Peace Centre

at Chulalongkorn University in Bangkok.

The 22 Fellows are hosted by the Rotary

Club of Bangkok and other Bangkok clubs.

Patricia is a highly respected humanitarian

and human rights advocate who has worked

in war zones for over 20 years (Afghanistan,

Sudan, Burma) and has worked for many

global NGOs, managing programs with

responsibility for emergency and post

conflict recovery.

End Polio Now - Update

PDG Bob Aitken

Lower Blue Mountains Rotary Club

THE RISE AND FALL OF POLIOMYELITIS

1916 First major polio epidemic in USA, 27,000 cases , 6,000 deaths

1929 Franklyn D Roosevelt contracted polio at 39. As President he proved to be a huge asset to the polio campaign

1934 LA epidemic, 5% of Doctors and 11% of Nurses treating patients contract the virus.

THE RISE AND FALL OF POLIOMYELITIS

1940 Australian Nurse Sister Elizabeth Kenny leads revolution in the treatment of polio by advocating the use of hot packs instead of stretching limbs

1955 Dr Jonas Salk’s trials injectable vaccine on 1.8 million children

1970 Dr Albert Sabin develops oral vaccine which quickly becomes vaccine of choice

THE RISE AND FALL OF POLIOMYELITIS

1985 • 350,000 cases of polio each year with thousands of deaths and disabilities

• RI launches campaign after Dr Sabin speaks to Rotary Leaders at the International Assembly in Nashville USA

• Decision made after successful trial in the Philippines

• Inspired by our own RI President Clem Renouf

THE RISE AND FALL OF POLIOMYELITIS

2014 359 cases of polio

2015 74 cases, India and Africa declared polio free

2016 Pakistan and Afghanistan remained – BUT in August 216 there was a major set back with 2 new cases of the Wild Polio Virus. There have now been four such cases in this previously inaccessible area.

THE RISE AND FALL OF POLIOMYELITIS

Since 1985, Rotary has raised and invested $1.8 billion

in the campaign with governments around the world

like the USA and India expending billions more.

The Bill and Melinda Gates Foundation has

contributed in excess of $1 billion to the almost

$10 billion raised worldwide

THE RISE AND FALL OF POLIOMYELITIS

In India, at the peak of the campaign 2012/13, every two months:

• One National Immunisation Day (NID) conducted

• 2.5 million volunteers take part

• 500 special Rotary Booths set up to organise NID’s

• 180 million children immunised in 8 hours

What Now?

Are we prepared for the ENDGAME?

STILL MUCH TO DO

• Some 400 million children immunised annually in 60 countries

• 150,000 polio funded workers in 70 countries

• Introduction of the Inactivated Polio Vaccine for routine immunization in 126 countries

• Disease surveillance activities continue in 70 countries – with the Nigerian discoveries providing proof of the effectiveness of the campaign

ONGOING FUNDING ABSOLUTELY VITAL

• US $5.5 billion required to fund the Global Eradication Program through 2019

• Confirmed resources amount to US$4.28 billion – leaving a gap of US$1.22 billion

• Magnificent support from the Gates Foundation continues to fund the campaign on a 2 for 1 basis up to US$35 million for the next 3 years. Rotary’s challenge is to raise US$35 million which will be matched with a further US$70 million

ROTARY’S FUNDRAISING GOALS

• All Districts worldwide are encouraged to donate 20% DDF each year for 3 years

• Donations of $2,650 are requested ALL Rotary Clubs – maintaining the link with Arch Klumph’s original donation from 1917 International Convention to launch The Rotary Foundation

• Further, a personal donation of $26.50 is requested from ALL individual Rotarians

• Special fundraising functions/promotions are encouraged within all Clubs and District

END POLIO NOW

PLAN NOW FOR THE YEAR AHEAD …

No time for ‘POLIO FATIGUE’ we are now launching a special fund raising initiatives for 2017/18 …

END POLIO NOW

WORLD POLIO DAY - OCTOBER 24 We urge all District Governors to work with their Club Presidents to plan now to lock in World Polio Day, October 24 as “END POLIO NOW Soup Saver Day” in 2017!

The simple concept comes from our Rotary friends in Switzerland –

‘Every club meeting during the week of October 24, 2017, will agree to pay $15 for a ‘Soup Saver’ meal … $5 to cover cost of soup and bread role AND $10 to be a personal donation from EVERY member to END POLIO NOW’

ROTARY’S BIRTHDAY - FEBRUARY 23, 2018 Then, we repeat the special meal exercise on February 23, 2018, to celebrate Rotary’s birthday.

‘This time, the meal will be coffee and cake for the same ‘sacrifice price’ of $15 per head - $5 for the coffee and cake with the remaining $10 again providing a personal donation from every member to END POLIO NOW’

Such a simple concept has the ability to raise more than $750,000 if endorsed by all clubs and Rotarians across Australia and New Zealand – not to mention a massive $24 million if adopted world wide!

END POLIO NOW

THE END RESULT

The of course we add the Gates ‘multiplier effect’ ……….. $750k from Australia and New Zealand becomes $2,250,000*; and $24 million worldwide becomes $72 million*!!!

DARE THE DREAM FRIENDS ………

*Figures show are estimates in a perfect world

END POLIO NOW

POST POLIO SYNDROME

• Decades after polio epidemics in Australia it is estimated that some 400,000 people are suffering from “Late Effects of Polio” (LEoP) or Post Polio Syndrome (PPS)

• District 9685 was pleased to partner with Polio Australia to provide vital community service by way of educational workshops for health professionals

• Eight Workshops were held and provided guidance in the management and treatment of LEoP and PPS

• If LEoP not identified, symptoms can worsen rapidly due to incorrect care

Thanks to everyone involved with the workshops in particular Polio

Australia, Polio survivors and the young health professionals who gave

up their time to participate

Thanks also to the Rotarians of the world who continue to work

tirelessly for Polio Eradication

Lunch

Please return at 2.05pm

We begin at 2.10pm

Peace Fellow

Patricia Garcia

2016-17 Peace Fellow

District Grants

PDG David Rands

Beecroft Rotary Club

DISTRICT GRANTS

• District Grants are helping Grants, to help clubs fund one or more of their projects

• For smaller activities and projects

• Locally or internationally

• Managed by District

• Easy to apply and easy to report

• Grants up to $6,000 for International Projects and $3,000 within Australia

• District and Clubs must be qualified

GRANT RULES

• One Grant per club

• Applications by May 30th helps District get their grant in earlier and receive the money quicker

• “To do Good in the World”

• Minimum club contribution 100% of grant

• New project and one not yet started

• Club involvement- not a cheque hand out

• One page application- approved by the club Board

• District and Clubs must be qualified every year!

GRANT RULES – QUALIFICATIONS AND REPORTING

• Club must sign MOU

• Participate in the District Training

• Complete the Club Goals online

• Australia min-$500 , max $3,000, first payment 50%

• International min-$1,000- max $6,000 first payment 50%

• Grants must be completed in the Rotary year

• Reports: Interim March, Final May 30th 2016

• Reports must include good photos – high res please!

• 50 +clubs to have a District Grant in 2016-17

DISTRICT GRANT EXAMPLE 2015-16

The Rotary Club of Belrose supported a project in Sri Lanka called Network Heaven

which provided school supplies to 1200 children via Frenchs Forest Baptist Church.

They raised $2500 which was matched by a District Grant of $2500.

EXAMPLES: DISTRICT GRANTS FOR AUSTRALIAN PROJECTS

Club Project

Central Blue Mountains Disability Services

The Entrance Play area special needs kids

Mosman Library Footpath

Castle Hill Wheelchair Ramp

Woy Woy Hospital bed

EXAMPLES: DISTRICT GRANTS FOR INTERNATIONAL PROJECTS

Club Project

Upper Blue Mountains Sunrise

School Equipment - Vanuatu

Wahroonga Disaster Recovery - Nepal

E-Club Greater Sydney Days for Girls / Sewaid - Fiji

Vinegar Hill Water & Sanitation – Sri Lanka

Northbridge Dental Equipment - Cambodia

DISTRICT GRANT CASE STUDY

Norwest Sunrise – Applied for $2500 District Matching Grant

To Help Babies Breathe – Overall $5000 Project.

DISTRICT GRANT CASE STUDY

Norwest Sunrise – 50% of Grant ($1250) provided in August

when project approved.

Approval Requirements:

- Memorandum of Understanding Signed

- Club Foundation Goals Entered at rotary.org

- Past grants completed

- One-page application completed

(First-come, First-serve – one grant per club until funds run out)

DISTRICT GRANT CASE STUDY

Norwest Sunrise – Project Completed at Lower Cost of $4926

Final District Grant payment reduced

to equal 50% of cost

$2463 instead of

$2500

DISTRICT GRANT CASE STUDY

Norwest Sunrise – Provided training materials, medical

equipment, and solar powered headlamps for birth attendants in

Papua New Guinea

Costing $4926

Global Grants incl. VTTs

PDG Tony Castley

Rotary E-Club of Greater Sydney

1. GLOBAL GRANTS - UNDERSTANDING

1. How to understand what the TRF is looking for in a Global

Grant

2. DDF and the World Fund, including update in funds available

3. Lifecyle of a Global Grant – and current D9685 grants

4. Case study of a grant application

5. Funding of Global Grants, Rotary clubs, Partners , and

Cooperating Organisations

6. Global grants working with RAWCS

7. Vocational Training Teams (VTT)

8. Global Grants in Australia ? Updates on movements within

TARFT

9. Terms and Conditions

10.Where to get advice :

GLOBAL GRANTS

Larger projects $30,000 +

Long-term projects

Larger grant awards-up to $200,000

Sustainable, measurable outcomes

Alignment with the six areas of focus

District and clubs must be qualified

World Fund match- minimum $15,000

Applied for online by clubs

2. DDF AVAILABLE FOR GLOBAL GRANTS

• DDF – District Designated Funds is the money held by District to

support Grants

• Global Grants are funded by DDF and matched by the World Fund

• DDF available for GG’s for balance of 2016-17 approx $30,000

• DDF available for 2018-19 for GG’s $80,000 + roll over

• Check with District first- discuss DDF requested

• Check what funds the other clubs and other districts are contributing

• Check what funds will be matched and what won’t

• Calculate in the 5% TRF, or plan otherwise.

• Decide who will operate the bank account

• Check the TRF Terms and Conditions

• Remember donations to Global Grants can be tax deductible

• We can help you! Ask us first!

KEY POINTS FOR GLOBAL GRANTS – BY TC

• Supply of goods or equipment alone is not sufficient.

• The project needs to be new or additional

• Stay clearly within the 6 Areas of Focus- use their words

• No buildings and no Disaster Recovery or Restoration

• Know your overseas host club and ensure they will be a good partner

• Plan the sustainability and the measurement of the project

• Involve the community in the area of the project

• Build in PR

• Keep it simply

• Ask for advice from District

• Applicant to be IT savvy

SUBMITTING A SUCCESSFUL GRANT APPLICATION

Consult with local experts early in the planning process to build a strong

project plan and global grant application. The district resource network

(see below) can help.

To be approved, your application must clearly describe how your project,

scholarship, or vocational training team:

• Is sustainable — include plans for long-term success after the global

grant funds have been spent

• Includes measurable goals

• Aligns with one of Rotary's areas of focus

• Responds to real community needs

• Actively involves Rotarians and community members

• Meets the eligibility requirements in the grants terms and conditions

Applications are accepted throughout the year and are reviewed as

they're received. Learn more about the Global Grant Lifecycle

RESOURCES & REFERENCE- FROM GRANT CENTRE

• A Guide to Global Grants (PDF)

• Areas of Focus Policy Statements (PDF)

• Cooperating Organization Memorandum of Understanding (DOC)

• Global Grant Application Supplement for Microcredit Projects (DOC)

• Global Grant Application Template (DOC)

• Global Grant Calculator (XLS)

• Global Grant Monitoring and Evaluation Plan Supplement (PDF)

• Global Grant Report Supplement for Microcredit Projects (DOC)

• Global Grant Scholarships Supplement (PDF)

• How to use the Grant Center (PDF)

• Lifecycle of a Project

• Six Steps to Sustainability (PDF)

• Terms and Conditions for Rotary Foundation District Grants and Global Grants (PDF)

• Training Plan for Global Grants (DOC)

• Vocational Training Team Itinerary (DOC)

GLOBAL GRANT APPLICATIONS

CURRENT GLOBAL GRANTS D9685 2016-17 – DRAFT

Wahroonga New

Beecroft Abandoned ??

Not our district Upper Blue $320 ??

Crows Nest

E- Club Abandoned

Glenhaven

Grants in Draft

CURRENT GLOBAL GRANT D9685 2016-17 – AUTHORISATION REQUIRED

Not our district St Ives $2,000

Manly

Dee Why No authorisations as yet ??

GLOBAL GRANTS- AUTHORIZATION REQUIRED –

SUBMITTED

The Hills Kellyville

Not our district . No 9685 club $2,000 from our DDF

The Hills Kellyville

Upper Northern Beaches – abandoned

Not our District - abandoned

APPROVED GLOBAL GRANTS 2016-17

Lower Blue Mountains

Chatswood

VTT Norwest Sunrise

The Hills Kellyville

Lindfield

Carlingford ROMAC

Hills Kellyville

Hills Kellyville

GLOBAL GRANTS DISTRICT 9685 2016-17 - CLOSED

Closed Grants

Mosman

Epping

Hills Kellyville

Carlingford

GLOBAL GRANT CASE STUDY – THE HILLS-KELLYVILLE

Apply online at rotary.org

GLOBAL GRANT EXAMPLE – THE HILLS-KELLYVILLE

Explain the project and how it fits into Rotary’s areas of focus

AREAS OF FOCUS

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

GLOBAL GRANT EXAMPLE – THE HILLS-KELLYVILLE

Explain what happens after the project is completed!

3. GLOBAL GRANT FUNDING

*TRF match has to be minimum $15,000

The $10,000 DDF ideally could be made

up from $6,000 DDF D9685 and $4,000

from the overseas district

Example of a minimum Global Grant

FINANCING WITH TWO DISTRICT’S DDF

CASH

FROM

CLUBS

DDF TRF

MATCH

TOTAL

9685

$10,000

$10,000 $20,000

HOST

$10,000

$10,000 $20,000

$6,000

$3,000 $9,000

Total $49,000 *

For bigger projects using DDF from the Host

district

* Under $50,000 will be processed quicker

GLOBAL GRANT EXAMPLE – THE HILLS-KELLYVILLE

.

This project was $US77,500 with $59,167 from the TRF

GG 1747014 HILLS /KELLIVILLE - FUNDING

GLOBAL GRANT EXAMPLE – THE HILLS-KELLYVILLE

Submit the application and get each responsible person to log in and authorize.

Then the Foundation will review and hopefully approve!

4. CASE STUDIES ON GRANTS THAT HAVE BEEN REFUSED OR ABANDONED

• Supply of Vehicles

– Castle Hill Bruce Allen example

– Upper Northern Beaches BTF example

• Lack of vocational training

Linfield Solar example

• Not meeting the areas of Focus

E-club FD example

Burwood DFG example

• Not checking Restrictions

– E-club Congo example

• Disaster Relief

Northlakes Toukley and many others

• Buildings

Too many

• Host club is not required to put in any cash, but it is recommended they put something towards the project

• Ideally the Host district will contribute DDF

• Involve other clubs in this district and the host district

• The project must not be started until the grant is approved

• Check conflict of interest rules – re suppliers, partners etc

• Partners will need to sign a MOU

• C0-operating Organisations – no TRF match

Other popular problems

• Project already started

• Insufficient time

• Host District or Club will not Authorise

• Prohibited country

• Insufficient funds

• Insufficient sustainability

• Insufficient measurement

• No community involvement

• Incomplete application

4. ROTARY CLUBS, PARTNERS, AND CO-OPERATING ORGANISATIONS

• Must be an International Rotary club ( Australia ) and a Host Rotary club in the Country ( district ) of the project

• Host club is not required to put in any cash, but it is recommended they put something towards the project

• Ideally the Host district will contribute DDF

• Involve other clubs in this district and the host district

• The project must not be started until the grant is approved

• Check conflict of interest rules – re suppliers, partners etc

• Partners will need to sign a MOU

• Cooperating Organisations – no TRF match

. VTTS, RAWCS, PROJECTS IN AUSTRALIA , ETC.

• Vocational Training Teams - VTT’s – refer David Dean

• Working with RAWCS

• Global Grant projects in Australia – reverse grants

• Future plans of TARFT

• Where to get advice

PP David Dean Grants Chair Ph 4384 7079, 0412 798526

• We can help you! Ask us first!

12 GLOBAL GRANT PROJECTS LAUNCHED SO FAR THIS YEAR

(OVER $US 1 MILLION IN TOTAL)

GLOBAL GRANTS

Carlingford Rotary used a Global Grant of $26K to supply fishing boats in Philippines after Hurricane Haiyan Total project value $56K

The Hills Kellyville Rotary used a $40K GG to supply ophthalmology equipment in the Jaffna hospital in Sri Lanka. 135 patients were operated on using the equipment in its first month of operation. Total project value $110K

GLOBAL GRANTS

1. How to understand what the TRF is looking for in a Global Grant

2. Case studies of grants that have been rejected and approved

3. How to choose projects for global Grants and how to prepare.

4. Funding of Global Grants, including update in funds available

5. Global grants working with RAWCS

6. Vocational Training Teams (VTT)

7. Global Grants in Australia ? Updates on movements within

TARFT

8. Where to get advice :

9. Rules and restriction

RESOURCES & REFERENCE- FROM GRANT CENTRE

• A Guide to Global Grants (PDF)

• Areas of Focus Policy Statements (PDF)

• Cooperating Organization Memorandum of Understanding (DOC)

• Global Grant Application Supplement for Microcredit Projects (DOC)

• Global Grant Application Template (DOC)

• Global Grant Calculator (XLS)

• Global Grant Monitoring and Evaluation Plan Supplement (PDF)

• Global Grant Report Supplement for Microcredit Projects (DOC)

• Global Grant Scholarships Supplement (PDF)

• How to use the Grant Center (PDF)

• Lifecycle of a Project

• Six Steps to Sustainability (PDF)

• Terms and Conditions for Rotary Foundation District Grants and Global Grants (PDF)

• Training Plan for Global Grants (DOC)

• Vocational Training Team Itinerary (DOC)

SUBMITTING A SUCCESSFUL GRANT APPLICATION

Consult with local experts early in the planning process to build a

strong project plan and global grant application. The district

resource network (see below) can help.

To be approved, your application must clearly describe how your

project, scholarship, or vocational training team:

• Is sustainable — include plans for long-term success after the

global grant funds have been spent

• Includes measurable goals

• Aligns with one of Rotary's areas of focus

• Responds to real community needs

• Actively involves Rotarians and community members

• Meets the eligibility requirements in the grants terms and

conditions

Applications are accepted throughout the year and are reviewed as

they're received. Learn more about the Global Grant Lifecycle

Q&A and Wrap Up

PDG David Rands and PDG Danny Low

PRESENTATIONS AVAILABLE ON-LINE

Today’s presentations are available on the

District 9685 website

Go to District > District Training >

District Assembly or:

assembly.rotarydistrict9685.org.au