Rotary Foundation Basics

1. Rotary FoundationBasics Presented by Chris Perlick 15 September 2011 http://www.rotary.org/en/Pages/ridefault.aspx

2. Foundation Facts • Mission • The mission of The Rotary Foundation is to enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty. • Since the first donation of $26.50 in 1917, it has received contributions totaling more than $1 billion • To date, more than one million individuals have been recognized as Paul Harris Fellows

3. History • Established in 1917 by then RI President Arch C. Klumph • In 1928, when the endowment fund had grown to more than US$5,000, it was renamed The Rotary Foundation. • In 1930, the Foundation made its first grant of $500 to the International Society for Crippled Children. The organization, created by Rotarian Edgar F. “Daddy” Allen, later grew into the Easter Seals.

4. RI Funds • Annual Programs Fund • Source of all global and District grants • Contribution sources are through Rotarian annual or one-time contributions • Permanent Fund • Established in 1982 to ensure a strong future for the Foundation by providing a continuing stream of income to meet the increasing demand by Rotary clubs and districts for Foundation programs. • The first goal of $200 million was reached in 2005. The next goal is one billion dollars by 2025. • Contribution sources are through Rotarian one-time or bequests contributions

5. Programs • In 1947 the first Foundation program – the forerunner of Rotary Foundation Ambassadorial Scholarships – was established. • In 1965-66, three new programs were launched: Group Study Exchange, Awards for Technical Training, andGrants for Activities in Keeping with the Objective of The Rotary Foundation, which was later called Matching Grants .

6. Programs Cont. • The Health, Hunger and Humanity (3-H) Grants program was launched in 1978 • Rotary Volunteers was created as a part of that program in 1980. • Polio Plus was announced in 1984-85 • 1986 brought Rotary Grants for University Teachers . • The first peace forums were held in 1987-88, leading to the Foundation's peace and conflict studies programs .

7. Fund Make Up • At the end of each Rotary year, 50 percent of each District's contributions to the Annual Programs Fund are credited to their District Designated Fund (DDF); the other 50 percent is credited to the World Fund. • The World Fund pays for the worldwide programs available to all Rotary districts • Districts use their DDF to pay for the their chosen Foundation activities.

8. Current Matching Grants • The Rotary Foundation matches contributions raised for international service projects by Rotary clubs and districts in two or more countries. • The Foundation provides a one-to-one match for District Designated Fund (DDF/SHARE) contributions and a US$0.50 match for every new $1 cash contribution. Grant awards range from $5,000 to $200,000.

9. Ambassadorial Scholarships • Since 1947 = 0ver 40,000 persons from about 100 nations • Nearly 700 scholarships were awarded for study in 2009-10. Through grants totaling approximately US$16.2 million, recipients from about 70 countries studied in more than 80 nations. • Flat grant of $27,000 • For One year of study abroad • Peace and conflict prevention/resolution • Disease prevention and treatment • Water and sanitation • Maternal and child health • Basic education and literacy • Economic and community development

10. Future Vision Pilot Program • Grant areas • Peace and conflict prevention/resolution • Disease prevention and treatment • Water and sanitation • Maternal and child health • Basic education and literacy • Economic and community development • 3-Year Pilot • Full roll out in 2013-2014

11. Future Visions Objectives • Place the grant decisions at the District/Club level (grants over $25K are now decided at the RI level) • Assist in forming partnerships with NGOs and Companies. • Only two types of Grants • Global Grant ($15K-$200K) • Match Club and District cash 50% DDF contributions at 100% • District Grant

12. District Grant Sample Activities • Exchange of mixed professional vocational training teams with another district • International travel for local doctor to volunteer at a clinic • Scholarship for student to attend local or international university • Art supplies to assist youth after-school program

13. Global Grant Sample Activities • Safe drinking water, sanitation, and hygiene education project • Scholarship for student to study water engineering • Malaria project to distribute bed nets and malaria treatments • Vocational training team to participate in workshop and learn teaching methods to address illiteracy

14. Grant Programs Cont. Grants cannot fund • 1. Continuous or excessive support of any one beneficiary, entity, or community • 2. Establishment of a foundation, permanent trust, or long‐term interest‐bearing account. Grant funds can be used to establish a microcredit or revolving loan fund if the sponsors comply with the revolving loan requirements found in section XIII. • 3. Purchase of land or buildings • 4. New construction of any structure in which individuals live, work, or engage in any gainful activity, such as buildings (schools, homes/low‐cost shelters, and hospitals), containers, and mobile homes, or • structures in which individuals carry out any type of activity including manufacturing or processing • 5. Fundraising activities • 6. Expenses related to Rotary events such as district conferences, conventions, institutes, anniversary • celebrations, or entertainment activities • 7. Public relations initiatives not directly related to a humanitarian or educational activity • 8. Operating, administrative, or indirect program expenses of another organization • 9. Unrestricted cash donations to a beneficiary or cooperating organization • 10. Projects already in progress or completed • 11. Activities primarily implemented by a non‐Rotary organization • 12. Transportation of vaccines by hand over national borders • 13. Humanitarian projects that consist primarily of research or data collection • 14. Travel to National Immunization Days (NIDs) • 15. International travel for youth under the age of 18, unless accompanied by their parents

15. Summary • Rotary Club of Leonardtown is a Future Vision Pilot Club • We need to contribute as a club to the foundation to remain eligible for grants under the program • 50% of what we donate comes back to the District for DDF grants • RI’s contribution to the world is through global grants – WE are RI – WE need to participate • Easiest way – Become a sustaining member for only $100 year

16. Added Info Annual Programs Fund(Every Rotarian, Every Year) • Sustaining Member - $100 year commitment • Paul Harris fellow - $1,000 contribution • Paul Harris Society - $1,000/yr commitment • Benefactor - $1,000 to the Permanent Fund • Bequest Society – Contribution of $10,000 to RI Foundation formally placed in your will • Major Donor – Accumulated gifts to the RI Foundation of over $10,000 • Arch C. Klumph Society - Accumulated gifts to the RI Foundation of over $250,000

17. Donor Recognition Levels Current numbers • Arch C. Klumph Society members -- 312 • Major Donors -- 14,195 • Bequest Society -- 7,729 • Benefactors -- 86,352 • Paul Harris Fellows -- 1,304,583