Foundation and your club
Kirkcaldy club, 17 November 2009
"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.
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%
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
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
Humanitarian
projects


Educational
programmes


Giving and
recognition
Humanitarian projects
Conventional fund raising

       Rotary clubs


        Aid agency


         Projects
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
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
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
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
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
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
Grants – a few things you can’t use
             grants for
• Construction
• International travel
• Core administrative costs of
  participating organisations
• Individuals
• Fund raising events
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
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
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?
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.
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.
$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
•   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
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
Purple
pinkie
events
Educational programmes
 • Ambassadorial scholarships
 • Group Study Exchange
 • Peace studies
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
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
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
Giving and recognition
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
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.
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)
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
Foundation Presentation

Foundation Presentation

  • 1.
    Foundation and yourclub Kirkcaldy club, 17 November 2009
  • 2.
    "One of themost 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 Toengage 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.
  • 7.
  • 8.
    Conventional fund raising Rotary clubs Aid agency Projects
  • 9.
    Foundation supported serviceprojects 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 plannedMatching 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 – afew 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’sFuture 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 past20 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 todate 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.
  • 26.
    Educational programmes •Ambassadorial scholarships • Group Study Exchange • Peace studies
  • 27.
    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
  • 28.
    Arizona GSE exchange2009/10 key dates Incoming team visit: 22 August to 21 September 2009 Outgoing team visit 24 April to 23 May 2010
  • 29.
    Education – Peacestudies • 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
  • 30.
  • 31.
    Key target Clubs areasked 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
  • 32.
    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.
  • 33.
    Strategies for increasinglevels 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)
  • 34.
    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