A presentation given by District Foundation Chair Stephen Chorley at the Club meeting on 17th November 2009

1. Foundation and your club
Kirkcaldy club, 17 November 2009

2. "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.

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
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

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. Humanitarian
projects
Educational
programmes
Giving and
recognition

7. Humanitarian projects

8. Conventional fund raising
Rotary clubs
Aid agency
Projects

9. 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

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 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

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 – a few 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’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

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 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.

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 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

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. Purple
pinkie
events

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 exchange 2009/10
key dates
Incoming team
visit: 22 August to
21 September 2009
Outgoing team
visit 24 April to 23
May 2010

29. 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

30. Giving and recognition

31. 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

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 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)

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