XXX club  2011 District 1010 Assembly 2011
What is the perception of Foundation? District 1010 Assembly 2011
Myth
Rotary is an international Humanitarian Aid agency Reality
District 1010 Assembly 2011 Rotary runs major international educational and peace programme Peace studies Ambassadorial sc...
What’s special about Foundation? <ul><li>Rotary in action as an international humanitarian and educational NGO unlike any ...
Humanitarian grants in action District 1010 Assembly 2011
District 1010 Assembly 2011 A mutual fund – all clubs help each other to do more than they could themselves Donations Dist...
District 1010 Assembly 2011 Mixed investment and flow-through model Investment income District managed fund (DDF) Programm...
Two Grant Types <ul><li>Matching Grants for international projects in partnership with a club in the ‘host’ country (effec...
District 1010 Assembly 2011 Matching grants How to fund a $65,000 project Donations District managed fund (DDF) Project $6...
District 1010 Assembly 2011 District Simplified grant (DSG) Donations District managed fund (DDF) Project £950 Club funds ...
Water, sanitation and hygiene education in Nepal Multi-club – led by Elgin with the Kimlaya Gurhkas’ club in Kathmandu A M...
 
 
 
 
<ul><li>Clean water </li></ul><ul><li>Sanitation </li></ul><ul><li>Hygiene education </li></ul><ul><li>For village and sch...
 
 
 
Matching Grants 2010/11 Oldmeldrum and others Nepal Literacy for young mothers Blairgowrie India Limb camp project Dunferm...
Brae Riding school for the disabled Dundee Club A District Simplified Grant project
District 1010 Assembly 2011
District 1010 Assembly 2011
The practical benefits of the Foundation route <ul><ul><li>You can do more than you could within your own resources </li><...
Conventional funding v Foundation funding Projects Rotary clubs Aid agency Project International clubs (or Districts) Coop...
Value for money
Making bigger projects <ul><li>Elgin project involved 20 clubs – they are now starting to put together another even bigger...
36 clubs have benefited from Foundation grants over the last three years Have you got project concepts that we could help ...
End Polio Now District 1010 Assembly 2011
District 1010 Assembly 2011 Sign up! <ul><li>RIBI India programmes </li></ul><ul><li>9 days,  3 days NID,  plus 6 days tou...
 
District 1010 Assembly 2011 Over 5m purple crocuses planted around Britain to draw attention the End Polio Now campaign Ma...
Purple pinkie events
Gates Challenge – district to date On target (40) Some way still to go  (48 clubs) Target to June 2012  $6,000 Target to M...
Education programmes District 1010 Assembly 2011
District 1010 Assembly 2011 What’s special about the educational programmes <ul><li>Ambassadorial scholarships and GSE go ...
District 1010 Assembly 2011 The Foundation mission ‘ To  enable Rotarians to advance world understanding, goodwill, and pe...
Group Study Exchange (GSE) District 1010 Assembly 2011
 
GSE  programme 2011/12 District 9700 (North West of Sydney)   2011 July Offers to host incoming team September Outgoing te...
Ambassadorial scholarships District 1010 Assembly 2011
District 1010 Assembly 2011 Ambassadorial scholars 2011/12 Deborah Adams, Honolulu Peace and sustainability St Andrews Die...
Ambassadorial scholarships - some developments <ul><li>We are aiming to donate a scholarship in 2012/13 to Cambodia to fun...
District 1010 Assembly 2011 Are the educational programmes still relevant in the age of budget travel? <ul><li>Ambassadori...
Peace studies and peace events District 1010 Assembly 2011
District 1010 Assembly 2011 Peace studies <ul><li>Prestigious two year fellowships and shorter study courses at six peace ...
District 1010 Assembly 2011 Peace events <ul><li>Invite a fellow to speak </li></ul><ul><li>Dunfermline Carnegie club held...
Contributing to Foundation District 1010 Assembly 2011
XXX club donations APF: $ per head, 2009-10 On target 15 Below par  (73 clubs) Target  $100 Average  $62 XXX club
Strategies for increasing donations <ul><li>Engage in Foundation’s programmes </li></ul><ul><li>Others reach the targets –...
Presidential citation requirements District 1010 Assembly 2011
<ul><li>100% Annual Programs Fund participation (every active member personally contributes some amount between 1 July 201...
Ways to achieve the 100% personal giving requirement <ul><li>Encourage members to become Sustaining Members </li></ul><ul>...
So there you have it District 1010 Assembly 2011
SUPPLEMENTARY SLIDES
Who decides how the funds?  are spent? – Clubs! <ul><li>What goes depends on clubs, supported by the Districts, and workin...
Matching grant example Club funds District funds RI matching funds Sponsor club £1,900 £950 50% matching Host club £500 £2...
DSGs: maximum grants £2,500 International projects involving a partner club, but too small for a Matching Grant, or locate...
What can be funded with grants <ul><li>What grants can fund (not a complete list) </li></ul><ul><li>Equipment for health a...
Principles of a good project <ul><li>Rotarians must be engaged in planning and, ideally, implementation of the project –  ...
Towards ‘Future Vision’ District 1010 Assembly 2011
All change in 2013 with the <ul><li>District will directly manage more of the funding </li></ul><ul><li>World fund grants ...
Areas of Focus <ul><li>Peace and conflict prevention/resolution </li></ul><ul><li>Disease prevention and treatment </li></...
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Club presentation on Foundation, 2011

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Club presentation on Foundation, 2011

  1. 1. XXX club 2011 District 1010 Assembly 2011
  2. 2. What is the perception of Foundation? District 1010 Assembly 2011
  3. 3. Myth
  4. 4. Rotary is an international Humanitarian Aid agency Reality
  5. 5. District 1010 Assembly 2011 Rotary runs major international educational and peace programme Peace studies Ambassadorial scholars Group Study Exchange (GSE)
  6. 6. What’s special about Foundation? <ul><li>Rotary in action as an international humanitarian and educational NGO unlike any other because </li></ul><ul><li>Everything it does supports ‘service above self’ within clubs </li></ul><ul><li>It builds on its unique network of 32,000 clubs in most countries of the world </li></ul>World understanding and peace Club humanitarian service projects 32,000 clubs around the world in 165 countries Vocational and education programmes Foundation is Rotary as a ‘Big society’
  7. 7. Humanitarian grants in action District 1010 Assembly 2011
  8. 8. District 1010 Assembly 2011 A mutual fund – all clubs help each other to do more than they could themselves Donations District managed fund (DDF) Project Club funds World Fund 50% 50%
  9. 9. District 1010 Assembly 2011 Mixed investment and flow-through model Investment income District managed fund (DDF) Programmes World Fund 50% 50% Invested for 3 years Donations Fund management costs
  10. 10. Two Grant Types <ul><li>Matching Grants for international projects in partnership with a club in the ‘host’ country (effective minimum project size £8,000) </li></ul><ul><li>District Simplified Grants (DSGs) for small international and local community projects </li></ul>
  11. 11. District 1010 Assembly 2011 Matching grants How to fund a $65,000 project Donations District managed fund (DDF) Project $65,000 Club funds World Fund World Fund matches 1005 of the District fund contribution and 50% of club contributions $25,000 $25,000 + $5,000 $10,000
  12. 12. District 1010 Assembly 2011 District Simplified grant (DSG) Donations District managed fund (DDF) Project £950 Club funds World Fund £300 £650
  13. 13. Water, sanitation and hygiene education in Nepal Multi-club – led by Elgin with the Kimlaya Gurhkas’ club in Kathmandu A Matching grant project
  14. 18. <ul><li>Clean water </li></ul><ul><li>Sanitation </li></ul><ul><li>Hygiene education </li></ul><ul><li>For village and school </li></ul><ul><li>Total cost £25,000 </li></ul><ul><ul><li>Foundation £17,000 </li></ul></ul>
  15. 22. Matching Grants 2010/11 Oldmeldrum and others Nepal Literacy for young mothers Blairgowrie India Limb camp project Dunfermline Rawalpindi Reconstruction after flooding in Pakistan Elgin an others Nepal Water supply Dundee Sri Lanka Artificial limbs Auchterarder S Africa School computer equipment and furniture Montrose Kenya Library equipment for Nyumbani St Andrews Kilrymont Cameroun Water harvesting for a school Aberdeen Kenya Child mortality – training Aberdeen Deeside Uganda Water harvesting at a health centre Ellon Kenya Water supply for a school Inverness Culloden Malawi Programme of water projects West Fife Zambia Water project led by District 1080 Total project value: $¼m
  16. 23. Brae Riding school for the disabled Dundee Club A District Simplified Grant project
  17. 24. District 1010 Assembly 2011
  18. 25. District 1010 Assembly 2011
  19. 26. The practical benefits of the Foundation route <ul><ul><li>You can do more than you could within your own resources </li></ul></ul><ul><ul><li>You have a direct link with the host community – you know the project will do good </li></ul></ul><ul><ul><li>A club on the ground to supervise project implementation </li></ul></ul><ul><ul><li>No middle man taking funds for local management </li></ul></ul><ul><ul><li>Efficient funding through the part investment model </li></ul></ul>
  20. 27. Conventional funding v Foundation funding Projects Rotary clubs Aid agency Project International clubs (or Districts) Cooperating organization Host club and District District funds Central Foundation funds
  21. 28. Value for money
  22. 29. Making bigger projects <ul><li>Elgin project involved 20 clubs – they are now starting to put together another even bigger project </li></ul><ul><li>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 First </li></ul>
  23. 30. 36 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?
  24. 31. End Polio Now District 1010 Assembly 2011
  25. 32. District 1010 Assembly 2011 Sign up! <ul><li>RIBI India programmes </li></ul><ul><li>9 days, 3 days NID, plus 6 days tour </li></ul><ul><li>options: eg Nepal, Jaipur, Uttar Pradesh </li></ul><ul><li>£500 fare, £100 per night </li></ul><ul><li>Organised for RIBI with local Rotary clubs </li></ul><ul><li>Usually run in November </li></ul>National Immunisation Days
  26. 34. District 1010 Assembly 2011 Over 5m purple crocuses planted around Britain to draw attention the End Polio Now campaign Mass planting of purple crocuses
  27. 35. Purple pinkie events
  28. 36. Gates Challenge – district to date On target (40) Some way still to go (48 clubs) Target to June 2012 $6,000 Target to May 2011 $4,600 Totals to May 2011 Note: 5 of the top 10 gave little or nothing to the APF last year. XXX club District target $520,000 Target to May 2011 $400,000 Donated by end 2010 $445,000
  29. 37. Education programmes District 1010 Assembly 2011
  30. 38. District 1010 Assembly 2011 What’s special about the educational programmes <ul><li>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 UN </li></ul><ul><li>All programmes involve clubs in ‘build bridges’ between continents </li></ul>UNESCO came about as a result of a Rotary international conference
  31. 39. District 1010 Assembly 2011 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.’
  32. 40. Group Study Exchange (GSE) District 1010 Assembly 2011
  33. 42. GSE programme 2011/12 District 9700 (North West of Sydney)   2011 July Offers to host incoming team September Outgoing team leader applications due Sept/Oct District team in District 1010 December Team member applications due 2012 April to 1010 team visits Australia
  34. 43. Ambassadorial scholarships District 1010 Assembly 2011
  35. 44. District 1010 Assembly 2011 Ambassadorial 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
  36. 45. Ambassadorial scholarships - some developments <ul><li>We are aiming to donate a scholarship in 2012/13 to Cambodia to fund a dental student to come to Dundee </li></ul><ul><li>We could support an excellent candidate from District 1010 for studies in 2012/13 </li></ul>
  37. 46. District 1010 Assembly 2011 Are the educational programmes still relevant in the age of budget travel? <ul><li>Ambassadorial scholars are assigned host counsellors, and visit other clubs who introduce them to their communities </li></ul><ul><li>They study with young people from throughout the world </li></ul><ul><li>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 </li></ul><ul><li>Educational exchanges remain one of the best ways to spread world understanding </li></ul>
  38. 47. Peace studies and peace events District 1010 Assembly 2011
  39. 48. District 1010 Assembly 2011 Peace studies <ul><li>Prestigious two year fellowships and shorter study courses at six peace centers </li></ul><ul><li>District 1010 is considering nomination of a candidate this year </li></ul>Visit the Peace seminar in Bradford, 29 th October
  40. 49. District 1010 Assembly 2011 Peace events <ul><li>Invite a fellow to speak </li></ul><ul><li>Dunfermline Carnegie club held a Peace debate for schools associated with the Scottish Parliament Festival of Politics </li></ul>
  41. 50. Contributing to Foundation District 1010 Assembly 2011
  42. 51. XXX club donations APF: $ per head, 2009-10 On target 15 Below par (73 clubs) Target $100 Average $62 XXX club
  43. 52. Strategies for increasing donations <ul><li>Engage in Foundation’s programmes </li></ul><ul><li>Others reach the targets – so can you </li></ul><ul><li>Find out more about Foundation’s unique programmes </li></ul><ul><li>Encourage individual ‘Sustaining Membership’ (Aberdeen club has 15 and only has to raise $55 through club contributions to meet the target) </li></ul><ul><li>Organise yourselves to add Gift Aid (Huntly has all its members’ donations listed, and claims Gift Aid) </li></ul><ul><li>Plan to reach the target over three years by setting targets that do not just carry forward the previous year’s </li></ul>
  44. 53. Presidential citation requirements District 1010 Assembly 2011
  45. 54. <ul><li>100% Annual Programs Fund participation (every active member personally contributes some amount between 1 July 2011 and 31 March 2012) and </li></ul><ul><li>US$ 100 minimum per capita in club contributions to Annual Programs Fund </li></ul>Same as requirement for EREY recognition
  46. 55. Ways to achieve the 100% personal giving requirement <ul><li>Encourage members to become Sustaining Members </li></ul><ul><li>Relate one of the ways you raise club contributions to each member – eg weekly raffle that everyone participates in </li></ul><ul><li>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) </li></ul>Note: the first and second of these will also give you the basis for claiming Gift Aid
  47. 56. So there you have it District 1010 Assembly 2011
  48. 57. SUPPLEMENTARY SLIDES
  49. 58. Who decides how the funds? are spent? – Clubs! <ul><li>What goes depends on clubs, supported by the Districts, and working within the framework of the programmes as set by the Trustees </li></ul><ul><li>Humanitarian projects are all club service projects, made bigger with Foundation grants </li></ul><ul><li>GSE teams are brought together from club nominees </li></ul><ul><li>Ambassadorial scholars and peace fellows are nominated by clubs and selected by Districts </li></ul><ul><li>Foundation’s role is to facilitate, not to manage </li></ul>
  50. 59. Matching grant example Club funds District funds RI matching funds Sponsor club £1,900 £950 50% matching Host club £500 £250 50% matching Minimum £50 District 1010 funds £2,500 £2,500 100% matching International partner district £1,000 £1,000 100% matching Totals £2,400 £3,500 £4,700 Project total cost £10,600
  51. 60. 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
  52. 61. What can be funded with grants <ul><li>What grants can fund (not a complete list) </li></ul><ul><li>Equipment for health and education (including vehicles) </li></ul><ul><li>Infrastructure – water, sanitation </li></ul><ul><li>Educational projects </li></ul><ul><li>Disability aids </li></ul><ul><li>Days out, respite, home support </li></ul><ul><li>Amenity improvements (but the humanitarian purpose and beneficiary group need to be clear) </li></ul><ul><li>Not eligible </li></ul><ul><li>Construction </li></ul><ul><li>International travel </li></ul><ul><li>Core administrative costs of participating organisations </li></ul><ul><li>Individuals </li></ul><ul><li>Fund raising events </li></ul>
  53. 62. Principles of a good project <ul><li>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 </li></ul><ul><li>You should be clear about the target group and the humanitarian need of that group </li></ul><ul><li>You need a budgeted plan </li></ul><ul><li>The project should not be largely funded from non-Rotary contributions </li></ul>
  54. 63. Towards ‘Future Vision’ District 1010 Assembly 2011
  55. 64. All change in 2013 with the <ul><li>District will directly manage more of the funding </li></ul><ul><li>World fund grants will require bigger projects – probably most will involve several clubs </li></ul><ul><li>Increase the impact of grants by concentrating on the areas of focus </li></ul>We need to start gearing up now
  56. 65. Areas of Focus <ul><li>Peace and conflict prevention/resolution </li></ul><ul><li>Disease prevention and treatment </li></ul><ul><li>Water and sanitation </li></ul><ul><li>Maternal and child health </li></ul><ul><li>Basic education and literacy </li></ul><ul><li>Economic and community development </li></ul>
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