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Foundation Presentation

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A presentation given by District Foundation Chair Stephen Chorley at the Club meeting on 17th November 2009

A presentation given by District Foundation Chair Stephen Chorley at the Club meeting on 17th November 2009

Published in: Economy & Finance

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  • 1. Foundation and your club Kirkcaldy club, 17 November 2009
  • 2. "One of the most wonderful things about Rotary is that it allows you to be part of something so much larger than yourself.“ Glenn E. Estess Snr., RI President 2005.
  • 3. 1 The three pillars of Foundation2 ‘To enable Rotarians to Club humanitarian advance world service projects understanding, goodwill, and peace Vocational through the Disaster relief World and education improvement of health, and understanding programmes international and peace the support of aid education, and the alleviation of poverty.’ 3 District managed Globally managed funds – 50% funds – 50%
  • 4. The Foundation challenge To engage in promoting world peace and understanding through • Service – Rotarians as volunteers, as hosts for educational programmes, and as project managers • Engaging in Rotary as an international movement • Enabling finance through giving to Foundation and programme management
  • 5. District 1010 donations - $200,000 pa District Designated Central Programme Fund (DDF) $100,000 Fund $100,000 Club international Club international humanitarian projects humanitarian projects and Volunteer Service Grants Club local humanitarian projects GSE Scholarships (outgoing or Scholarships for low income countries donated) Peace studies Worldwide programmes Health Hunger and Humanity grants
  • 6. Humanitarian projects Educational programmes Giving and recognition
  • 7. Humanitarian projects
  • 8. Conventional fund raising Rotary clubs Aid agency Projects
  • 9. Foundation supported service projects Local people you can rely on International clubs (or No middle man Districts) Association with a District project funds Host club and Cooperating District organization Central Foundation funds Project
  • 10. Matching grant project - Rawalpindi • Dunfermline club with Rawalpindi • Local community run health and education centre • Women trained in IT and sewing skills to set up in business • Health diagnostic equipment • £10,000 of which £5,000 was Matching Grant
  • 11. Recent and planned Matching Grant projects (Nov 2009) Cupar Nepal Water infrastructure Blairgowrie India Limb camp project Dunfermline Rawalpindi Equipment for a health centre Elgin Nepal Water supply Aberdeen St Machar Kenya Hospital equipment Aberdeen Kenya Child mortality Auchterarder S Africa School computer equipment and furniture Aberdeen Deeside Uganda Water harvesting at school Ellon Kenya Water boreholes for school Dundee Sri Lanka Artificial limbs St Andrews Kilrymont Cameroon Water harvesting Total project value: $250,000
  • 12. Matching grant example Club District RI funds funds matching funds Sponsor club £1,900 £950 50% matching Host club £500 £250 50% matching Minimum £50 District 1010 £2,500 £2,500 100% matching funds International £1,000 £1,000 100% matching partner district Totals £2,400 £3,500 £4,700 Project total £10,600 cost
  • 13. District Simplified Grants (DSGs) for local or international projects • No partner club needed for The four tests international projects Will Rotarians be actively engaged in • Maximum TBA – probably delivering the project? £1,500, or more for selected What humanitarian need does it projects meet? • Approved at District level Or Is it a beautification project? • Club should have consistent donations to Foundation Are the costs specifically ineligible? Is it a new project which has not • Programme for 2009/10 now started? open • 10 - 15 projects will be supported To support service, not fund raising
  • 14. Cairn and Local projects walkways giving access to the country Bethany Trust – on-line computer access for homeless persons centre Kids Out day Sensory garden Tapes, videos and DVD recordings of music and talk for housebound elderly people
  • 15. Grants – a few things you can’t use grants for • Construction • International travel • Core administrative costs of participating organisations • Individuals • Fund raising events
  • 16. Availability of funds • Central fund budgets for next year have been reduced • District funds are not affected • DSGs are not affected • Matching grant applications may be taken on a first come first served basis • We should be in a position to fund all currently planned projects at the full level, using a bigger proportion of District funds
  • 17. The Rotary Foundation’s Future Vision Plan Future Vision Update, Nov. 2008 Slide 1 Decentralising the management of programmes, reducing bureaucracy and administration costs Strengthening the strategic focus on humanitarian needs, both local and international Adding value to projects by increasing delivery through larger individual projects and strategic programmes in which clubs around the world can participate 100 District have been selected as pilot district for period 2010-13. Does not include District 1010
  • 18. Humanitarian grants – challenge and opportunity • We cannot link up with Future Vision pilot districts for Matching Grants • But we have established links with several non- pilot districts • And we could offer larger DSGs for projects in pilot districts • We have the opportunity to roll out more bigger projects - £¼m programme over two years • Multi-club projects? Strategic partners?
  • 19. Over the past 20 years Polio has been eradicated in all but four countries (India, Nigeria, Pakistan and Afghanistan) Over 2 billion children have been vaccinated against the disease. Your donation will help Rotary to end Polio now and for ever.
  • 20. The Bill Gates Challenge • $100m donated in December 2007 – Rotary agreed to match it over 3 years – this averaged at $1,000 per club each year • RI raised $70m in the first three years • Bill Gates Foundation donated another $255 last year • RI increased its target to $200m over 5 years Clubs in District 1010 are now asked to raise $1,000 each year over the 5 Rotary years 2007/08 to 2011/02 Clubs with more than 40 members should aim to raise proportionately more.
  • 21. $127,000 donated to date in District 1010 Target to end June 2009 - $174,000 Good progress, but a Target over 5 years - $500,000 long way to go! Over 0 $1,000 $2,000 $3,000 0 5 10 15 20 25 30 Numbers of clubs 66 clubs (out of 87) have made a donation to date
  • 22. • Programme of events throughout RIBI • ‘Purple pinkie’ events? • Displays in empty shop windows? • Interact club/ school involvement? • Speaking engagements for NID ‘alumni’? • District publicity and event materials? www.thanksforlife1010.org
  • 23. National Immunisation Days November, India: • 9 days, 3 days NID, plus 6 days tour • 3 options: Nepal, Jaipur, Uttar Pradesh • £500 fare, £100 per night • Organised for RIBI with local Rotary clubs February (possible) • Organised by District 1040 • India Other possibilities • Organised by RIBI • Nigeria
  • 24. Purple pinkie events
  • 25. Educational programmes • Ambassadorial scholarships • Group Study Exchange • Peace studies
  • 26. Ambassadorial scholars 2009/10 Constantina Papadopoulou, Julie Keneally USA Greece Conflict studies, Aberdeen Medicine, Stirling Sarah Philip, USA Andrew Smeltzer, USA Economics, St Andrews Sociology, St Andrewsn Lungile Zkwe, South Africa Development studies, St Andrews
  • 27. Arizona GSE exchange 2009/10 key dates Incoming team visit: 22 August to 21 September 2009 Outgoing team visit 24 April to 23 May 2010
  • 28. Education – Peace studies • Two year post graduate fellowships • Highly prestigious • Five centres around the world (Bradford in the UK) • Short courses for peace professionals at the University of Bangkok Produced by David Rankin
  • 29. Giving and recognition
  • 30. Key target Clubs are asked to donate $100 per member each year to the general programme funds of Foundation. • 9 clubs (out of 86) met the target in 2008-09 • The average donated per member was $57 • 40 35 No. of clubs 27 met the target 30 last year, and 25 average giving 20 was $85 – fall is 15 explained by 10 change in £:$ rate 5 0 Nil 0-40 40-80 80-120 120-160 160+ $ per member
  • 31. Recognition • Paul Harris Fellowships may be given by a club to an individual in recognition that they or the club has donated over $1,000 to Foundation. Clubs often use them to show their appreciation for special service to the club or the community. • Individual Rotarians who have committed to donating over $1,000 every year become members of the Paul Harris Society. • Rotarians who commit to contribute at least $10,000 in their wills become members of the Bequest Society • Rotarians who commit to donating $100 each year, including any Gift Aid claimed, become Sustaining Members.
  • 32. Strategies for increasing levels of giving • Recognise that everything Foundation does is club based • Increase personal giving as Sustaining members • Claim Gift Aid by making donations personal (through your own Trust or through RFUK)
  • 33. Engagement in programmes Have hosted a GSE team. Nominated members? Your club Regularly invite an Ambassadorial scholar to and speak Recent DSG project Foundation Have not applied for a Matching Grant project o Giving The club has consistently donated $30-50 per o head to Foundation The club has two sustaining members? o 5 Paul Harris Fellows - $48,396 credits o The club has made contributions of $2,143 to o End Polio Now to date

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