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THE ROTARY FOUNDATION
Jayesh H. AsherPETS 2013 Arusha – March 10, 2013
• Know Your Foundation1
• Understand and apply for Grants2
• Give to the Foundation3
Objectives
Objectives
• Learn how the SHARE system works• Learn the Grants Model• Qualification of Clubs• Applying for a Grant online• Stewardship
DOING GOOD
TRF MissionThe 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.
Programs of TRF- PolioPlus- Educational Programs- Humanitarian Grants
Program
TRF Funds- Annual Programs Fund- Permanent Fund- Polio Plus
TRF Facts & Figures- Year 2011-12 – Collected $181
Million and spent $204 Million- Cumulative Collections -- $3.0
Billion- Since 1947 – Spent $2.8 Billion- As of June 2012 – committed
$1.2 Billion towards polio eradication.
DOING GOOD
FUTURE VISION
Future Vision – Why?
Future Vision Plan Goals
• Simplify programs and processes
• Focus Rotarian service efforts to increase global impact
• Support global and local efforts
• Increase sense of ownership atthe district and club levels
• Enhance Rotary’s public image
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
New Grants
• District grants• Global grants• Packaged grants
ANNUAL PROGRAMS FUNDSHARE
District Grants
50% (max)
District Designated
Fund
50% 50%
World Fund
50% (min)
Global Grants(World Fund match
to DDF and cash)
Funding Model SHARE System
Other (Cash, DAF,
Permanent Fund)
District Controlled Trustees Controlled
District Grants
• Educational and humanitarian activities consistent with the mission
• Single “block” grant awarded annually
• Smaller activities and projects• Local or international
activities
Global Grants
• Long-term projects
• Larger grant awards
• Sustainable, measurable outcomes
• Alignment with areas of focus
• World Fund match
Packaged Grants
• Strategic Partners
• Planned by Rotarians
• Encourage involvement by smaller clubs
• No cost to clubs
Strategic Partners
2011-12 Future Vision GrantsDistrict grants Global grants Packaged grants
Applications Received Applications Received Applications Received
95 279 23
Applications Approved Applications Approved Applications Approved
94 233 13
DDF Approved Total Funding Approved World Fund Approved
US$5,375,578 $12,243,847* $1,034,185
Grants Closed Grants Closed Grants Closed
22 4 0
* Does not include funds sent directly to project accounts
Year 2 Statistics: District GrantsDistrict grantsNumber of approved grants
94
Average grant award
US$57,187
Average # of projects
21
Average project amount
$2,696
Total awards
US$5,375,578
% of projects
Year 2 Statistics: Global Grants
Global grants
Number of approved grants
233
Average grant award
US$52,549
Total funding approved
$12,243,847*
% of global grants approved
*Does not include funds sent directly to project accounts
2011-12 Statistics: Packaged Grants
Packaged grants
Number of approved grants
13
Average grant award
US$79,552.69
Total awards
$1,034,185
# of applications approved
The Rotary FoundationApplying for Grants
• Club Qualification• Applying for District Grants• Applying for Global Grants
– Grant Funding Calculations– The Online Applications Process
• Stewardship and Reporting
Club Qualification
• Follow Checklist
District Grants
• Smaller grants• Flexible use of funds• District approval process only
Applying for Global Grants• Submit grant proposal and application through
Member Access• Must meet goals of area(s) of focus • Must be sustainable• Minimum project budget of US$30,000• District must confirm club is qualified
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
Principles of Sustainability• Project impact after funding is expended• Economic, cultural, social & resource• Optimal use of local resources• Respect natural resources• Reach the most beneficiaries• New methods in professional fields• Prepare professionals to increase impact• Use input and skills of grassroots groups
Global Grant Financing
• Rotarian cash contributions• District Designated Fund• Rotary Foundation World Fund award• Non-Rotarian cash contributions (not sent to or
matched by the Foundation)
Financing Guidelines
• Cash contributions must come from orbe raised by Rotarians
• Funds cannot be raised from beneficiaries in exchange for receiving the grant
• Funds cannot come from other grants• Contributions should be credited to donor
World Fund Matching
• Cash contributions from Rotarians and Clubs are matched $0.50 for each $1 contributed
• DDF Contributions are matched $1 for every $1 contributed
• Minimum World Fund Match has to be $15,000
Global Grants FinancingExample 1
World Fund Match
RC Tz $4,000D9200 $4,000
RC Europe $10,000DXXXX Europe $10,000
$2,000$4,000
$5,000$10,000
Totals $14,000 $14,000 $21,000Total Project Value $49,000
Global Grants FinancingExample 2
World Fund Match
RC Tz $100D9200 $500
RC Europe $5,000DXXXX Europe $5,000
$50$500
$2,500$5,000
Totals $5,100 $5,500 $8,050Total Project Value $18,650
Project not within guidelinesTherefore will be rejected
Applying for Global Grants• Online through Member Access• Who can apply?
Stewardship and Reporting
The Rotary Foundation
GIVING TO THE FOUNDATION
Giving to the Foundation
• Why Give to the Foundation• How to give to the Foundation
Giving to the Foundation
• Why Give to the Foundation?
Giving to the FoundationHow to give – Funds of the Foundation
– Annual Programs Fund– Permanent Fund– Polio Plus – Other Restricted Giving
Giving to the FoundationHow to give – Forms of Recognition
– Paul Harris Fellow– Multiple Paul Harris Fellow– Major Donor – Arch Klumph Society
Giving to the FoundationHow to give – Group Activity Fundraising
Think of an innovative fundraiser for TRF- Be creative- Has to be feasible- Will generate wide interest in the programs of
the Foundation
Summary – What have we learnt?
• What is our Foundation and its programs• How to apply for and receive Grants• How and why to give to the Foundation
Resource Persons
• DRFC 9200 (2010-13) PDG Tusu Tusubira [email protected]
• DRFC 9211 (2013-16) PDG Stephen Mwanje [email protected]
• Country Grants Officer Massimo Tognetti [email protected]
• Country FV Qualifications Officer Vinoo Somaiya [email protected]
QUESTIONS?
