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  • 1. XXX club 2011 District 1010 Assembly 2011 What is theperception ofFoundation? District 1010 Assembly 2011
  • 2. MythRotary is an international Humanitarian Aid agency Reality
  • 3. Rotary runs major international educational and peace programmeAmbassadorial Group Study Peace studies scholars Exchange (GSE) District 1010 Assembly 2011What’s special about Foundation?Rotary in action as aninternational humanitarianand educational NGO unlikeany other because Club humanitarian Vocational and• Everything it does service projects World education programmes understanding supports ‘service above and peace self’ within clubs• It builds on its unique network of 32,000 clubs in most countries of the world Foundation is Rotary as a ‘Big society’
  • 4. Humanitarian grants in action District 1010 Assembly 2011 A mutual fund – all clubs help each other to do more than they could themselves Club funds 50% World Fund Donations Project District 50% managed fund (DDF) District 1010 Assembly 2011
  • 5. Mixed investment and flow-through model Investment income FundDonations management costs World 50% Fund Investedfor 3 years Programmes District 50% managed fund (DDF) District 1010 Assembly 2011 Two Grant Types • Matching Grants for international projects in partnership with a club in the ‘host’ country (effective minimum project size £8,000) • District Simplified Grants (DSGs) for small international and local community projects
  • 6. Matching grantsHow to fund a $65,000 project Club fundsWorld Fund matches 1005 of $10,000the District fund contributionand 50% of club contributions World FundDonations Project $65,000 District managed fund (DDF) District 1010 Assembly 2011District Simplified grant (DSG) Club funds World £300 Fund Donations Project £950 District managed fund (DDF) District 1010 Assembly 2011
  • 7. A Matching grant project Water, sanitation and hygiene education in Nepal Multi-club – led by Elgin with theKimlaya Gurhkas’ club in Kathmandu
  • 8. • Clean water• Sanitation• Hygiene education• For village and school• Total cost £25,000 Foundation £17,000
  • 9. Matching Grants 2010/11Oldmeldrum and others Nepal Literacy for young mothersBlairgowrie India Limb camp projectDunfermline Rawalpindi Reconstruction after flooding in PakistanElgin an others Nepal Water supplyDundee Sri Lanka Artificial limbsAuchterarder S Africa School computer equipment and furnitureMontrose Kenya Library equipment for NyumbaniSt Andrews Kilrymont Cameroun Water harvesting for a schoolAberdeen Kenya Child mortality – trainingAberdeen Deeside Uganda Water harvesting at a health centreEllon Kenya Water supply for a schoolInverness Culloden Malawi Programme of water projectsWest Fife Zambia Water project led by District 1080 Total project value: $¼m
  • 10. A District Simplified Grant project Brae Riding school for the disabled Dundee Club District 1010 Assembly 2011
  • 11. District 1010 Assembly 2011 The practical benefits of the Foundation route• You can do more than you could within your own resources• You have a direct link with the host community – you know the project will do good• A club on the ground to supervise project implementation• No middle man taking funds for local management• Efficient funding through the part investment model
  • 12. Conventional funding v Foundation funding International Rotary clubs clubs (or Districts) District funds Host club and District Aid agency Cooperating organization Central Foundation funds Projects Project Value for money100% 90% Fund raising and 80% admin 70% Campaigning 60% 50% 40% Programme management 30% 20% Direct action 10% 0% Grants
  • 13. Making bigger projects• Elgin project involved 20 clubs – they are now starting to put together another even bigger project• Another example is the ‘Sanitation First’ project in Zambia that the West Fife club have linked into. Thurso Interact club are looking at a projects with Sanitation First36 clubs have benefited from Foundation grants over the last three years Have you got project concepts that we could help you realise? Would you be interested in a multi-club project working with the District team?
  • 14. End Polio Now District 1010 Assembly 2011NationalImmunisation DaysRIBI India programmes• 9 days, 3 days NID, plus 6 days tour• options: eg Nepal, Jaipur, Uttar Pradesh• £500 fare, £100 per night• Organised for RIBI with local Rotary clubs• Usually run in November District 1010 Assembly 2011
  • 15. Over 5m purplecrocuses plantedaround Britain todraw attention theEnd Polio Nowcampaign Massplanting of purplecrocuses District 1010 Assembly 2011
  • 16. Purple pinkie events Gates Challenge – district to date18,000 On target (40) Some way still to go (48 clubs)16,000 Totals to May 201114,000 Note: 5 of the top 10 gave little District target $520,000 or nothing to the APF last year.12,000 Target to May 2011 $400,000 Donated by end 2010 $445,00010,000 8,000 XXX club Target to June 2012 $6,000 6,000 Target to May 2011 $4,600 4,000 2,000 0 1 3 5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53 55 57 59 61 63 65 67 69 71 73 75 77 79 81 83 85 87
  • 17. Education programmes District 1010 Assembly 2011 What’s special about the educational programmes• Ambassadorial scholarships and GSE go back to the start of the post-war expansion of Rotary. They were part of the worldwide movement for peace that gave us the UNESCO came about UN as a result of a Rotary• All programmes involve international conference clubs in ‘build bridges’ between continents District 1010 Assembly 2011
  • 18. The Foundation mission‘To enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty.’ District 1010 Assembly 2011 Group StudyExchange (GSE) District 1010 Assembly 2011
  • 19. GSE programme 2011/12 District 9700 (North West of Sydney)2011July Offers to host incoming teamSeptember Outgoing team leader applications dueSept/Oct District team in District 1010December Team member applications due2012April to 1010 team visits Australia
  • 20. Ambassadorial scholarships District 1010 Assembly 2011Ambassadorial scholars 2011/12 Deborah Adams, Honolulu Peace and sustainability St Andrews Diego Carrillo Santoscoy, Mexico Economics St Andrews Jordan Williams, Greece International relations St Andrews District 1010 Assembly 2011
  • 21. Ambassadorial scholarships - some developments• We are aiming to donate a scholarship in 2012/13 to Cambodia to fund a dental student to come to Dundee• We could support an excellent candidate from District 1010 for studies in 2012/13Are the educational programmesstill relevant in the age of budget travel?• Ambassadorial scholars are assigned host counsellors, and visit other clubs who introduce them to their communities• They study with young people from throughout the world• GSE teams stay with hosts and visit clubs in the country they visit and learn about the ways of business, the politics and the culture of the communities they visit Educational exchanges remain one of the best ways to spread world understanding District 1010 Assembly 2011
  • 22. Peace studies and peace events District 1010 Assembly 2011Peace studies• Prestigious two year fellowships and shorter study courses at six peace centers• District 1010 is considering nomination of a candidate this year Visit the Peace seminar in th October Bradford, 29District 1010 Assembly 2011
  • 23. Peace events• Invite a fellow to speak• Dunfermline Carnegie club held a Peace debate for schools associated with the Scottish Parliament Festival of Politics District 1010 Assembly 2011 Contributing to Foundation District 1010 Assembly 2011
  • 24. XXX club donations200 APF: $ per head,180 2009-10160 On target 15 Below par (73 clubs)140120 XXX club Target $100100 80 Average $62 60 40 20 0 1 3 5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53 55 57 59 61 63 65 67 69 71 73 75 77 79 81 83 85 87 Strategies for increasing donations• Engage in Foundation’s programmes• Others reach the targets – so can you• Find out more about Foundation’s unique programmes• Encourage individual ‘Sustaining Membership’ (Aberdeen club has 15 and only has to raise $55 through club contributions to meet the target)• Organise yourselves to add Gift Aid (Huntly has all its members’ donations listed, and claims Gift Aid)• Plan to reach the target over three years by setting targets that do not just carry forward the previous year’s
  • 25. Presidential citation requirements District 1010 Assembly 2011 • 100% Annual Programs Fund participation (every active member personally contributes some amount between 1 July 2011 and 31 March 2012) and • US$ 100 minimum per capita in club contributions to Annual Programs Fund Same as requirement for EREY recognition
  • 26. Ways to achieve the 100% personal giving requirement • Encourage members to become Sustaining Members • Relate one of the ways you raise club contributions to each member – eg weekly raffle that everyone participates in • Hold a special collection at one meeting (you don’t have to relate all your club’s donations to individuals to meet the citation requirement) Note: the first and second of these will also give you the basis for claiming Gift AidSo there you have it District 1010 Assembly 2011
  • 27. SUPPLEMENTARY SLIDESWho decides how the funds? are spent? – Clubs!• What goes depends on clubs, supported by the Districts, and working within the framework of the programmes as set by the Trustees• Humanitarian projects are all club service projects, made bigger with Foundation grants• GSE teams are brought together from club nominees• Ambassadorial scholars and peace fellows are nominated by clubs and selected by Districts• Foundation’s role is to facilitate, not to manage
  • 28. Matching grant example Club funds District RI matching funds fundsSponsor club £1,900 £950 50% matchingHost club £500 £250 50% matching Minimum £50District 1010 funds £2,500 £2,500 100% matchingInternational £1,000 £1,000 100% matchingpartner district Totals £2,400 £3,500 £4,700 Project total cost £10,600 DSGs: maximum grants£2,500 International projects involving a partner club, but too small for a Matching Grant, or located in a Future Vision district£2,000 Other international projects£2,000 Local projects involving 3 or more clubs£1,000 ‘One off’ local projects with ‘hands on’ Rotarian involvement, a specific humanitarian group, and max. 25% from non-Rotary funds£650 Other local projects meeting general eligibility criteria
  • 29. What can be funded with grantsWhat grants can fund (not a Not eligiblecomplete list)• Equipment for health and • Construction education (including vehicles) • International travel• Infrastructure – water, sanitation • Core administrative costs of• Educational projects participating organisations• Disability aids • Individuals• Days out, respite, home support • Fund raising events• Amenity improvements (but the humanitarian purpose and beneficiary group need to be clear) Principles of a good project• Rotarians must be engaged in planning and, ideally, implementation of the project – grants are to support your service activities, they are not to help in fund raising• You should be clear about the target group and the humanitarian need of that group• You need a budgeted plan• The project should not be largely funded from non- Rotary contributions
  • 30. Towards ‘Future Vision’ District 1010 Assembly 2011 All change in 2013 with the• District will directly manage more of the funding• World fund grants will require bigger projects – probably most will involve several clubs• Increase the impact of grants by concentrating on the areas of focus We need to start gearing up now
  • 31. 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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