by PDG Ahmed Saada

1. TITLEThe Rotary Foundation (an overview)
Pre-PETS – 22nd and 23rd December, 2017
PDG Ahmed A. Saada
ARRFC – Zone 20B
Home Club: RC Alexandria

2. The Rotary Foundation Month

3. The Rotary Foundation Month

4. Highlights
Historical Background
Motto and Mission of TRF
RI vs TRF (Administration)
Subcommittees of TRF
How can we benefit from TRF?
Programs of TRF
TRF Grants

5. Highlights
How to Support TRF
TRF Awareness & Training
Ways of Giving + Funds
PolioPlus
TRF Awards
Statistics - Survey
Resources for extra support

7. Founder
Paul P. Harris
established
Rotary in 1905

8. Sixth R.I. President
Arch C. Klumph
established
The Rotary Foundation
as an endowment
in 1917

9. Motto and Mission of TRF
Doing Good in the World
… to enable Rotarians to advance world
understanding, goodwill, and peace through the
improvement of health, the support of
education, and the alleviation of poverty.
COL Endorsed, April 2007

10. The Foundation Milestones
First contribution of
$26.50 from the RC
of Kansas City, MO –
net proceeds from the
1917 International
Convention.

11. The Foundation Milestones
… was formally named
in 1928 and awarded
its first grant in
1929: US$500 to the
International Society
for Crippled Children.
USD 26.5 – USD 3.7 billion

12. RI vs. TRF
• Started in 1905
• Founded by:
Paul Harris
• Run by:
Board of Directors
(21 in number)
• Motto:
Service Above Self
• Members: All Rotary Clubs
• Started in 1917
• Founded by:
Arch Klumph
• Run by:
Board of Trustees
(15 in number)
• Motto:
Doing Good in the World
• Member: Rotary International
RI TRF

13. RI vs. TRF
RI TRF
Ian Riseley Paul Netzel

14. RI vs. TRF
RI TRF
Barry Rassin Ron Burton

15. RI vs. TRF
RI TRF
Barry Rassin Ron Burton

16. TRF Committee & Subcommittees
Club
Administration
Membership
Public
Relations
Service
Projects
The Rotary
Foundation

17. Requirements of an Effective Rotary Club

18. Programs of TRF (old structure)
Programs
Educational PolioPlus
Matching Grants
Volunteer Service Grants
District Simplified
Grants
Health, Hunger and
Humanity (3-H) Grants
Group Study Exchange
Ambassadorial Scholarships
Rotary Centers for
International Studies in
Peace and Conflict Resolution
Rotary Grants for University
Teachers
Humanitarian

19. Programs of TRF (new structure)
Programs
Educational PolioPlusHumanitarian
Global
Grants
District
Grants

20. New Grants Structure
Rotary Foundation
District Grants
Rotary Foundation
Global Grants

21. District Grants
 Small-scale, short-term
Local or international
activities.
 Aligned with the
Foundation’s mission
Single grant awarded
annually.

22. Global Grants
 Large, long-term projects.
Sustainable, measurable
outcomes.
 Alignment with areas of focus.
 International partnership.
World Fund match.
 TRF Matching:
Club Money: 0.5 : 1 (50%)
DDF Money: 1 : 1 (100%)
Minimum Budget: $30.000

23. Conditions of Applying for a Global Grant
 District and Club should be qualified.
Attending the Grant Manager Seminar (GMS).
 Rotary Club should be a member of RI, in good
standing.
 Having a Good Project that aligns with one of the Six
Areas of Focus.
 Identifying an International Partner.

24. District Qualification MOU
 District leaders complete
qualification process online
annually.
 Agree to implement MOU
 Conduct grant management
seminars for clubs.

25. Club Qualification MOU
 Agree to implement the
club MOU.
 Send club member to
grant management
seminar sponsored by
the district.
 Complete any other
district requirements.

26. Six 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

27. How to Find an International Partner

28. Rotary Club Locator

29. Rotary Showcase

30. Rotary Showcase

31. Rotary Showcase

32. Rotary Showcase

33. Conditions of Applying for a Global Grant
 District and Club should be qualified.
Attending the Grant Manager Seminar (GMS).
 Rotary Club should be a member of RI, in good
standing.
 Having a Good Project that aligns with one of the Six
Areas of Focus.
 Identifying an International Partner.

34. Case Study 1
Participants Participant’s
Money
TRF Money Total
My Club
My District
Sponsor Club
Sponsor District
Grand Total
$ 1000 $ 500 $ 1500
$ 200 $ 200 $ 400
$ 10000 $ 5000 $ 15000
$ 20000 $ 20000 $ 40000
$ 56900

35. Case Study 2
Participants Participant’s
Money
TRF Money Total
My Club
My District
Sponsor Club
Sponsor District
Grand Total
$ 900 $ 450 $ 1350
$ 150 $ 150 $ 300
$ 5000 $ 2500 $ 7500
$ 10000 $ 10000 $ 20000
$ 29150

36. Funding Resources

37. Funding Resources
For today’s support To secure tomorrow
Two needs, Two Ways of Giving
1957 1982

38. Funding Resources
Interest
District
Designated
Fund
(DDF)
World Fund
Donations
TRF
Program
Funding
50%
50%

39. Three Years Share Cycle
Funds from Annual Giving available to districts 3 years after they are contributed - through
SHARE
Contributions to the Annual Programs Fund made in 2013-14 are now available in 2016-17
Contributions made in 2016-17 available in 2019-20
2014
2015
2015
2016
2016
2017
2017
2018
2018
2019
2019
2020

40. Bad Practice for Donation
Rotary Club
Raises
Money
RC
Donates
Money to
Another
Charity
Other Charity
Builds
Reputation
Other Charity
comes back
To Rotary for
more money

41. Good Practice for Donation
Rotary Club
Raises
Money
RC
Donates
Money to
TRF
RC Applies
for a Grant
Rotary
Builds
Reputation
Grants
provide
Funding for
Projects

42. Contribution Recognition

43. Contribution Recognition
Rotary Foundation Sustaining Member:
US$100 minimum annually
Paul Harris Fellow:
US$1,000
Certificate, pin and medallion
Multiple Paul Harris Fellow:
Additional US$1,000
Sapphire stones (up to 5 sapphires)
Ruby stones (up to 3 rubies)

44. Contribution Recognition
Major Donor:
US$10,000 or more to TRF
Six Levels:
Level One: US$ 10,000
Level Two: US$ 25,000
Level Three: US$ 50,000
Level Four: US$ 100,000
Level Five: US$ 500,000
Level Six: US$ 1 million or more

45. Contribution Recognition

46. Contribution Recognition
Arch Klumph Society:
US$250,000 or more to TRF

47. Contribution Recognition
Paul Harris Society:
The Paul Harris Society
recognizes those generous
individuals who intend to
give $1,000 each year to the
Annual Fund, the PolioPlus
Fund, or an approved
Foundation grant.

48. Contribution Recognition
Benefactor:
Making the Endowment
Fund a beneficiary in your
estate plan or pay outright –
US$ 1,000 or more to TRF

49. Contribution Recognition
Bequest Society:
Established in Oct. 1999
Putting TRF in the estate plan for a
minimum of US$ 10,000
Six Levels:
Level One: US$ 10,000
Level Two: US$ 25,000
Level Three: US$ 50,000
Level Four: US$ 100,000
Level Five: US$ 500,000
Level Six: US$ 1 million or more

50. Contribution Recognition
Rotary Direct:
Efficient, secure, and easy.
Monthly, quarterly, or annual recurring
gifts. www.rotary.org/give

51. Contribution Recognition
“Paul Harris had
expressed hope
that instead of
funeral flowers
money might be
sent to [the]
Foundation
for furthering
international
understanding.”

52. Club Contribution Recognition

53. Outstanding Performance
Top rating from Charity Navigator
World’s Outstanding Foundation
Top 10 charity changing the world
Careful oversight by Rotarians

54. Rotary Peace Centers

55. Rotary Peace Centers

56. Rotary Peace Centers

57. PolioPlus

58. PolioPlus Program
The PolioPlus program
was launched in 1985. It
adopted the goal of
immunizing all the
world’s children against
polio by 2005 and has
raised more than
US$1.6 billion for polio
eradication.
More than 2 billion
children vaccinated.
Achieved 99.9%

59. PolioPlus Program

60. PolioPlus Program
In 1994,
the Western Hemisphere
was declared polio-free;
the region’s last polio victim
was Luis Fermín of Peru.

61. PolioPlus Program
The Western Pacific region
was declared polio-free in
2000; its last polio victim was
Mum Chanty of Cambodia.

62. PolioPlus Program
In 2002,
the European region
was declared polio-free;
its last victim was Melik
Minas of Turkey.

63. PolioPlus Program

64. Partners in the Global Polio Eradication Initiative
• World Health Organization (WHO)
• US Centers for Disease Control
and Prevention (CDC)
• United Nations Children’s Fund
(UNICEF)
• Bill & Melinda Gates Foundation
• Governments of the World

65. Polio Days

66. Polio Days

67. Polio Days

68. Polio Days

70. World’s Greatest Meal to End Polio

71. Polio Days

72. World’s Greatest Meal to End Polio
If you only knew what the
“Rotary Foundation” has
done, you would consider it your
favorite charity!

73. Rotary Resources

74. Rotary Resources

75. Rotary Resources

76. Ahmed Saada
Thank You for Doing Good in the World