The Rotary Foundation
PETS I
District 6360
The Rotary Foundation Mission
• World Understanding
• Goodwill
• Peace
To enable Rotarians to advance
world understanding, goodwill, and
peace through the improvement of
health, the support of education,
and the alleviation of poverty
• The Rotary Foundation is our Foundation
• Addresses the greatest needs
• World reach greater than the United
Nations
• We can go where politicians and religious
groups cannot
• It’s one of the top charities in the world
• Founded in 1917 by RI
President Arch Klumph.
• First contribution was $26.50.
• First grant/donation was $500
to the International Society for
Crippled Children (which later
became Easter Seals
Society).
The Rotary Foundation
Doing good in the world …
Where does the
money come from?
PolioPlus Fund
End Polio Now
Annual Fund
For Support Today
Permanent Fund
To Secure Tomorrow
Annual
Fund
Contributions
Contributions
SHARE
System
Permanent
Spendable
Fund
Earnings
PolioPlus
Fund
Annual Fund
A donation to the Annual Fund can be directed to:
• SHARE
– Half of all SHARE contributions come back to
districts and clubs in three years
– The other half goes to the World Fund
• World Fund
• 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






Build ongoing support
Reinforce strategic priorities
Easy to understand
Attractive for non-contributing Rotarians &
non-Rotarians
Certainty about what gift supports
Makes Rotary competitive with other NGOs
2012 Governors-elect Training Seminar | 5
• Supports grants and programs through
the SHARE system, which sends funds
back to clubs and districts
• Contributions credited to donor’s club
• Contributions applied to club’s goal
• Contributions count toward donor
recognition, including Paul Harris Fellow,
EREY, and TRF Sustaining Member
2009
2010

2010
2011
2011
2012
2012
2013
2013
2014
2014
2015
2015
2016
Funds from Annual Fund available to districts 3 years after they
are contributed - through SHARE

Contributions to the Annual Fund made in 2009-10 are now
available in 2012-13

Contributions made in 2012-13 available in 2015-16
Future Vision Grant Distribution Example
ANNUAL PROGRAMS GIVING -- SHARE
$200,000
$
Earnings used for
administrative costs
2010-11
2012-13
2011-12
2013-14
$100,000
50% to District
$50,000
$50,000
Up to
½ to District
Grants
At least
½ to Global
Grants
$100,000
50% to World Fund
Matching Grants
Packaged Grants
Peace Fellows
Polio+
16
Goal of the EREY campaign:
100% Member Participation
$100 per capita
School supplies
Malaria tests
Water hygiene training
• Two desks for elementary school in
Honduras
• 50 mosquito nets for women and children in
Tanzania
• One year of tuition for a high school student
in China
HIV anti-retroviral drugs
Mobility for disabled youth
Domestic abuse education
• One portable dental chair for dental care to
indigenous children in Mexico
• 400 pairs of eyeglasses for individuals in
Nigeria
• Microcredit loans for 23 women in the
Philippines to support their families
• Select a designation,
amount and frequency
• Available in multiple
currencies
• Safe, simple and secure:
www.rotary.org
The Rotary Foundation
Polio Fund
World Poliovirus Cases
Total Cases
Year-to-date 2013
Year-to-date 2012
Total in 2012
Globally
2
18
223
In endemic
countries
In non-endemic
countries
2
17
217
0
1
6
* As of Feb. 20, 2013
PolioPlus
World’s Biggest
Commercial
Contributions to the PolioPlus
Fund are eligible for Paul Harris
Fellow recognition.
The Rotary Foundation
Permanent Fund
• The Permanent Fund is Rotary’s
endowment fund.
• Contributions are not spent.
They are invested in perpetuity.
• Only the earnings are used to
support activities.
Benefactor
• A provision in estate plan to gift a minimum
of $1,000 to The Rotary Foundation
• An outright gift of $1,000 to Permanent
Fund
Bequest Society
• A provision in an estate plan to gift a
minimum of $10,000 to the Foundation
• Examples: living will, life insurance policy
Recognitions for
donations
Honor to those who contribute $1,000 or in whose name
$1,000 is contributed
Multiple PHF
$2,000+
Cumulative Giving
Major Donor
$10,000+
Cumulative Giving
Arch Klumph
Society
$250,000+
In your Estate Plans/Giving
Contributes at least $100 every year to the
Annual Fund
2009-2010
$1,000+ Each Year
for at least 3 years
 Annual Fund
 PolioPlus Fund
 Foundation Grants
* While less
than 3% of TRF
supporters are
eligible, they
make up more
than 30% of
Annual Fund
contributions
each year!
Top Three
Per Capita Giving
Clubs
100% Paul Harris
Fellow Club
100% Rotary
Foundation Sustaining
Member Club
Every Rotarian,
Every Year Club
Doing good in the world …
Where does the
money go?
The Annual Fund-SHARE System
50% District
50% World Fund
The Trustees determine the Permanent
Fund spendable earnings, which are then
split:
• 50% to the World Fund
• 50% credited to district
• District Fund
– District directed
– Used by Rotarians in the
district
– Spent on TRF grants
and programs
• World Fund
– Trustee directed
– Used by Rotarians
worldwide
– Spent on TRF
grants and
programs
2012 Governors-elect Training Seminar | 8
• In 2010-11, contributions = $152,424
• $76,212 to World Fund and $76,212 to District
• District-controlled are split as follows:
Global Fund: 50% = $38,106
Can be used for:
Global Matching Grants
World Peace Scholars
Global Scholars
Vocational Training Teams
Polio
District Fund: 50% = $38,106
Can be used for:
Club projects (community and
international)
Local contingency fund
Scholarships
Vocational Training Teams
Polio
Doing good in the world …
How do I set my
club’s goals?
Gather information:
• What is the giving history of my club
• What will individual club members give
during your year – ask them to make a
pledge!
Club Fundraising Analysis
Club Recognition Summary
Set your club goals:
• Discuss goals with your club members and
board -- get their buy-in!
• Make goals challenging, yet achievable.
• Bring your completed goal sheet to PETS!
Three main goals needed:
1. Annual Fund goal (made up of other
goals).
2. PolioPlus Fund goal.
3. Major Gifts/Permanent Fund goal.
Please rank the following possibilities for spending priorities for our District’s use of
its District Designated Funds from The Rotary Foundation for the 2013-2014 Rotary
Year.
Place a number by each choice, using “1” for the highest priority and “7” for the
lowest priority. Please use each number only once.
_____ Club projects
_____ Polio Plus
_____ District-wide scholarship(s)
_____ Global Grants
_____ Vocational Training Teams
_____ Rotary Peace Centers
_____ Local contingency fund
Turn in completed form at PETS March 14-16 in Kalamazoo.
Future Vision Plan Update
• Simplify programs and processes
• Focus Rotarian service efforts to
increase global impact
• Support global and local efforts
• Increase sense of ownership at
the district and club levels
• Enhance Rotary’s public image
• District grants
• Global grants
• Packaged
grants
• Educational and humanitarian
activities consistent with the mission
• Single “block” grant
awarded annually
• Smaller activities and
projects
• Local or international
activities
• Long-term projects
• Larger grant awards
• Sustainable, measurable
outcomes
• Alignment with areas of
focus
• World Fund match
• Strategic Partners
• Planned by Rotarians
• Encourage involvement
by smaller clubs
• Little cost to clubs
• Managed by the district
• Minimum requirements:
– At least two club members attend Grant
Management Seminar.
– The club agrees to implement the club MOU with
signatures of the president and president-elect.
– Qualification good for one year.
2012 Governors-elect Training Seminar | 7
1.Enhanced Online System
2.Adjusted District Leadership Structure
3.Contingency Fund for District Grants
4.Expanded Criteria for Areas of Focus
5.Clarified Guidelines for Areas of Focus and
Sustainability
6.Streamlined Global Grant Application Process
7.Simplification of Global Grant Scholarships
8. Less Restrictions for VTTs
9. International Travel in Global Grants
10.Reduction in Packaged Grant Minimum
District Community Grants
&
District International Grants
• Single “block” grant awarded annually for
club and district projects
• Local or international activities
• Local decision making with broader
guidelines
• Smaller activities and projects
•
•
•
•
Include active Rotarian participation
Adhere to stewardship guidelines
Demonstrate cultural sensitivity
Activities align with Foundation’s mission
• Process open to all clubs
• Ensures that clubs have the
appropriate financial and
stewardship controls in place to
manage grants funds
• Implement MOU
• At least 2 members must attend a
Grant Management Seminar
• Qualification good for one year
Global Grants
•
•
•
•
•
•
•
Area of focus
Community need
Community participation
Strengthen knowledge, skills, resources
Long-term benefit
Measurable results
$30,000 minimum budget
Strategic Partners and
Packaged Grants
Strategic Partners
•
•
•
•
Global scope of work
NGOs, universities, corporations
Expertise in an area of focus
Formal relationship to secure
resources
• Enhance service opportunities through
packaged grants
District Rotary Foundation Seminar
Packaged Grants
• For clubs and districts
• Predesigned projects
• Funded by World Fund and strategic
partner
• Educational and humanitarian
activities
• Rotarians focus on implementation
District Rotary Foundation Seminar