1. Foundation Overview

2. Foundation Overview
 Non for profit corporation that supports the
humanitarian efforts of Rotary International
 Created in 1917 by 6th President Arch C. Klumph with
the first contribution of $ 26.50
 First grant of $500 became the initial funding for
Easter Seals.
 This is now the Annual Programs Fund

3. Foundation Overview
 Permanent Fund established 1982.
 $ 248 Million in hand with “expectancies” the fund tops
$ 754M; goal is $ 1 billion by 2025.
 Foundation rates a 68.57 or # 1 on Charity Navigator list.
 $ 7.2m/2012/$50m/since 2001 from Permanent Fund
underwrites 12% of the Foundation’s projects.

4. Foundation Financials Income
Contributions from Rotarians Worldwide 2011
 Annual Programs Fund $ 107.7 M
½ returned
 Permanent Fund $ 16.5 M
 Polio Plus $ 78.9 M

5. Foundation Financials Expenses
 Global and District Grants $ 19.1 M
 Polio Plus, diminishing $ 77.9 M
 Program awards $ 150.2M
 Fund developmental expenses $ 17.5 M
 General Administration $ 5.7 M
88% of Foundation Spending for
Programs vs. 65% industry standard.

6. Future Vision’s Plan
 New Fiscal model to support district,
humanitarian and educational projects.
 Adopted to streamline current complicated
business model. Less Grants, more money each.
 Easier to administrate, more strict guidelines.
 Goes into effect July 1, 2013

7. Future Vision’s Focus
Support Large Projects that are Sustainable and
Measurable one or more of these six areas:
 Peace and Conflict Resolution
 Disease Prevention and Treatment
 Water Sanitation
 Maternal and Child Health
 Basic Education and literacy
 Economic and Community Development

8. Eligibility Criteria
Sustainable and Measurable
 Keep on working long after funding is over
 Help many people as possible
 Respect environment and local culture
 Involve local grassroots organizations
 Seek input from community served
 Pass on lessons learned

9. Where does the money go?
District Grants
 Districts can requests up to 50% of their DDF in
one annual block grant projects that support the
Foundation’s mission locally.
 Short Term activities, both local and international.
 Funding based on district contributions.
Examples
 Autoclave for pasteurizing milk in Brazil; wells and
vegetable farming in Senegal; college scholarships in
Canada, Cultural exchange Italy and Venezuela.

10. Where does the money go?
Global
Grants with long term-impact.
 Support large international projects.
 Focus on sustainability
 $ 15,000 to 200,000 total funding
Examples
 Cattle distribution in India; Pediatric Health Center in
Togo; Train teachers for special needs students in East
Africa.

11. Where does the money go?
Packaged Grants
 Clubs and Districts work with Strategic Partners
on Predesigned projects/activities.
 Sustainability and High Impact
Examples
 Water and sanitation scholarships in Netherlands;
Disease prevention and treatment in West Africa
(medical professionals-Mercy ships) Entrepreneurial
training India, Philippines and Uruguay.

12. Future Vision Advantages
 12 types of grants > 3 categories
 80 % of funds go to high impact projects
 Grant process online and approval transparent for
easier status updates
 50% of DDF for district grants giving 7120 more
money for projects.
 Wider range of funding activities locally and
abroad

13. Foundation Recognition Levels
 Every Rotarian/Year $ 5 per year
 Sustaining member $ 100 per year
 Paul Harris Fellow $ 1,000 combined
 Benefactor/perm fund $ 1,000 estate
 Bequest Society $ 10,000 estate
 Major Donor $ 10,000 combined
 Arch C. Klumph Society $ 250,000/ 1.0 M

14. Canandaigua Rotary Donations
 Polio Plus $ >50,206
 All time Annual fund donations $ 396,358
 Member contributions in 2011 $ 96.01/per
 Sustaining members ~30
 Major Donors 6
 Bequest Society 5
 Paul Harris Fellows 208
 Benefactors 20

15. What you can do!
 Give $ 3.00 a week for 34 weeks $ 102.00
 $ 102 x 145 members = $ 14,790 a year
 Become a Sustaining Member Rotarian
 Become a Paul Harris Fellow

16. Why it is important
• Your donations meet our annual budget
• Meet Rotarian goal of 100% Sustaining
• International Goals are supported
• The ½ o donations money comes back
to our district /community
• Club Project money stays in community.