3. Rotary runs major international educational and peace
programme
Ambassadorial Group Study Peace studies
scholars Exchange (GSE)
District 1010 Assembly 2011
What’s special about Foundation?
Rotary in action as an
international humanitarian
and educational NGO unlike
any other because Club
humanitarian Vocational and
• Everything it does service
projects
World education
programmes
understanding
supports ‘service above and peace
self’ within clubs
• It builds on its unique
network of 32,000 clubs
in most countries of the
world
Foundation is Rotary as a ‘Big society’
4. Humanitarian grants
in action
District 1010 Assembly 2011
A mutual fund – all clubs
help each other to do more
than they could themselves
Club funds
50% World
Fund
Donations Project
District
50% managed
fund (DDF)
District 1010 Assembly 2011
5. Mixed investment and flow-through model
Investment
income
Fund
Donations management
costs
World
50% Fund
Invested
for 3 years Programmes
District
50% managed
fund (DDF)
District 1010 Assembly 2011
Two Grant Types
• Matching Grants for international
projects in partnership with a club
in the ‘host’ country (effective
minimum project size £8,000)
• District Simplified Grants (DSGs)
for small international and local
community projects
6. Matching grants
How to fund a $65,000 project Club funds
World Fund matches 1005 of
$10,000
the District fund contribution
and 50% of club contributions
World
Fund
Donations Project
$65,000
District
managed
fund (DDF)
District 1010 Assembly 2011
District Simplified grant (DSG)
Club funds
World £300
Fund
Donations Project
£950
District
managed
fund (DDF)
District 1010 Assembly 2011
7. A Matching grant project
Water, sanitation and
hygiene education in
Nepal
Multi-club – led by Elgin with the
Kimlaya Gurhkas’ club in Kathmandu
8.
9. • Clean water
• Sanitation
• Hygiene education
• For village and school
• Total cost £25,000
Foundation £17,000
10.
11. Matching Grants 2010/11
Oldmeldrum and others Nepal Literacy for young mothers
Blairgowrie India Limb camp project
Dunfermline Rawalpindi Reconstruction after flooding in Pakistan
Elgin an others Nepal Water supply
Dundee Sri Lanka Artificial limbs
Auchterarder S Africa School computer equipment and furniture
Montrose Kenya Library equipment for Nyumbani
St Andrews Kilrymont Cameroun Water harvesting for a school
Aberdeen Kenya Child mortality – training
Aberdeen Deeside Uganda Water harvesting at a health centre
Ellon Kenya Water supply for a school
Inverness Culloden Malawi Programme of water projects
West Fife Zambia Water project led by District 1080
Total project value: $¼m
12. A District Simplified Grant project
Brae Riding school for
the disabled
Dundee Club
District 1010 Assembly 2011
13. District 1010 Assembly 2011
The practical benefits of the
Foundation route
• You can do more than you could within your
own resources
• You have a direct link with the host community
– you know the project will do good
• A club on the ground to supervise project
implementation
• No middle man taking funds for local
management
• Efficient funding through the part investment
model
14. Conventional funding v Foundation
funding
International
Rotary clubs clubs (or
Districts) District
funds
Host
club and
District
Aid agency Cooperating
organization Central
Foundation
funds
Projects Project
Value for money
100%
90% Fund raising and
80% admin
70% Campaigning
60%
50%
40% Programme
management
30%
20% Direct action
10%
0% Grants
15. Making bigger projects
• Elgin project involved 20 clubs – they are
now starting to put together another even
bigger project
• Another example is the ‘Sanitation First’
project in Zambia that the West Fife club
have linked into. Thurso Interact club are
looking at a projects with Sanitation First
36 clubs have benefited from Foundation
grants over the last three years
Have you got project concepts that we
could help you realise?
Would you be interested in a multi-club
project working with the District team?
16. End Polio Now
District 1010 Assembly 2011
National
Immunisation Days
RIBI India programmes
• 9 days, 3 days NID, plus 6 days
tour
• options: eg Nepal, Jaipur, Uttar
Pradesh
• £500 fare, £100 per night
• Organised for RIBI with local
Rotary clubs
• Usually run in November
District 1010 Assembly 2011
17. Over 5m purple
crocuses planted
around Britain to
draw attention the
End Polio Now
campaign Mass
planting of purple
crocuses
District 1010 Assembly 2011
18. Purple
pinkie
events
Gates Challenge – district to date
18,000
On target (40) Some way still to go (48 clubs)
16,000
Totals to May 2011
14,000 Note: 5 of the top 10 gave little
District target $520,000
or nothing to the APF last year.
12,000 Target to May 2011 $400,000
Donated by end 2010 $445,000
10,000
8,000 XXX club
Target to June 2012 $6,000
6,000
Target to May 2011 $4,600
4,000
2,000
0
1 3 5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53 55 57 59 61 63 65 67 69 71 73 75 77 79 81 83 85 87
19. Education
programmes
District 1010 Assembly 2011
What’s special about the
educational programmes
• Ambassadorial
scholarships and GSE go
back to the start of the
post-war expansion of
Rotary. They were part of
the worldwide movement
for peace that gave us the UNESCO came about
UN as a result of a Rotary
• All programmes involve international conference
clubs in ‘build bridges’
between continents
District 1010 Assembly 2011
20. The Foundation mission
‘To enable Rotarians to advance
world understanding, goodwill,
and peace through the
improvement of health, the
support of education, and the
alleviation of poverty.’
District 1010 Assembly 2011
Group Study
Exchange (GSE)
District 1010 Assembly 2011
21. GSE programme
2011/12
District 9700 (North West of Sydney)
2011
July Offers to host incoming team
September Outgoing team leader applications
due
Sept/Oct District team in District 1010
December Team member applications due
2012
April to 1010 team visits Australia
22. Ambassadorial
scholarships
District 1010 Assembly 2011
Ambassadorial scholars 2011/12
Deborah Adams, Honolulu
Peace and sustainability
St Andrews
Diego Carrillo Santoscoy, Mexico
Economics
St Andrews
Jordan Williams, Greece
International relations
St Andrews
District 1010 Assembly 2011
23. Ambassadorial scholarships
- some developments
• We are aiming to donate a scholarship in
2012/13 to Cambodia to fund a dental student
to come to Dundee
• We could support an excellent candidate from
District 1010 for studies in 2012/13
Are the educational programmes
still relevant in the age of budget
travel?
• Ambassadorial scholars are assigned host counsellors,
and visit other clubs who introduce them to their
communities
• They study with young people from throughout the
world
• GSE teams stay with hosts and visit clubs in the
country they visit and learn about the ways of business,
the politics and the culture of the communities they visit
Educational exchanges remain one of the best
ways to spread world understanding
District 1010 Assembly 2011
24. Peace studies and
peace events
District 1010 Assembly 2011
Peace studies
• Prestigious two year
fellowships and
shorter study
courses at six peace
centers
• District 1010 is
considering
nomination of a
candidate this year
Visit the Peace seminar in
th October
Bradford, 29District 1010 Assembly 2011
25. Peace events
• Invite a fellow to speak
• Dunfermline Carnegie
club held a Peace
debate for schools
associated with the
Scottish Parliament
Festival of Politics
District 1010 Assembly 2011
Contributing to
Foundation
District 1010 Assembly 2011
26. XXX club donations
200 APF: $ per head,
180 2009-10
160 On target 15 Below par (73 clubs)
140
120 XXX club
Target $100
100
80
Average $62
60
40
20
0
1 3 5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53 55 57 59 61 63 65 67 69 71 73 75 77 79 81 83 85 87
Strategies for increasing donations
• Engage in Foundation’s programmes
• Others reach the targets – so can you
• Find out more about Foundation’s unique programmes
• Encourage individual ‘Sustaining Membership’
(Aberdeen club has 15 and only has to raise $55
through club contributions to meet the target)
• Organise yourselves to add Gift Aid (Huntly has all its
members’ donations listed, and claims Gift Aid)
• Plan to reach the target over three years by setting
targets that do not just carry forward the previous
year’s
27. Presidential citation
requirements
District 1010 Assembly 2011
• 100% Annual Programs
Fund participation
(every active member
personally contributes
some amount between
1 July 2011 and 31
March 2012) and
• US$ 100 minimum per
capita in club
contributions to Annual
Programs Fund
Same as requirement
for EREY recognition
28. Ways to achieve the 100% personal
giving requirement
• Encourage members to become Sustaining Members
• Relate one of the ways you raise club contributions to
each member – eg weekly raffle that everyone
participates in
• Hold a special collection at one meeting (you don’t
have to relate all your club’s donations to individuals
to meet the citation requirement)
Note: the first and second of these will also
give you the basis for claiming Gift Aid
So there you have it
District 1010 Assembly 2011
29. SUPPLEMENTARY SLIDES
Who decides how the funds? are
spent? – Clubs!
• What goes depends on clubs, supported by the
Districts, and working within the framework of the
programmes as set by the Trustees
• Humanitarian projects are all club service projects,
made bigger with Foundation grants
• GSE teams are brought together from club nominees
• Ambassadorial scholars and peace fellows are
nominated by clubs and selected by Districts
• Foundation’s role is to facilitate, not to manage
30. Matching grant example
Club funds District RI matching
funds funds
Sponsor club £1,900 £950 50% matching
Host club £500 £250 50% matching
Minimum £50
District 1010 funds £2,500 £2,500 100% matching
International £1,000 £1,000 100% matching
partner district
Totals £2,400 £3,500 £4,700
Project total cost £10,600
DSGs: maximum grants
£2,500 International projects involving a partner club, but
too small for a Matching Grant, or located in a
Future Vision district
£2,000 Other international projects
£2,000 Local projects involving 3 or more clubs
£1,000 ‘One off’ local projects with ‘hands on’ Rotarian
involvement, a specific humanitarian group, and
max. 25% from non-Rotary funds
£650 Other local projects meeting general eligibility
criteria
31. What can be funded with grants
What grants can fund (not a Not eligible
complete list)
• Equipment for health and • Construction
education (including vehicles) • International travel
• Infrastructure – water, sanitation • Core administrative costs of
• Educational projects participating organisations
• Disability aids • Individuals
• Days out, respite, home support • Fund raising events
• Amenity improvements (but the
humanitarian purpose and
beneficiary group need to be
clear)
Principles of a good project
• Rotarians must be engaged in planning and, ideally,
implementation of the project – grants are to
support your service activities, they are not to help in
fund raising
• You should be clear about the target group and the
humanitarian need of that group
• You need a budgeted plan
• The project should not be largely funded from non-
Rotary contributions
32. Towards ‘Future
Vision’
District 1010 Assembly 2011
All change in 2013 with the
• District will directly manage more of the
funding
• World fund grants will require bigger projects
– probably most will involve several clubs
• Increase the impact of grants by
concentrating on the areas of focus
We need to start gearing up now
33. 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
