The Rotary Foundation (TRF) 101
Rotary 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
Agenda
 What the Rotary Foundation is NOT
 History
 Bang for your Buck! (What $100 a year buys
you)
 6 Areas of Focus
 Follow the money
 Grants
 District 7430 Grant process
 A few Morning Star Projects
 Wrap up
What the Foundation is NOT
• The Rotary Foundation has nothing to do with
the OPERATING Budget of our Club, or your
dues
• And usually has nothing to do with the
Charitable Budget of our Club
• For the most part, Foundation is INDIVIDUAL
Donations that are ENCOURAGED by the
CLUBS.
A Little History …
• First Rotary meeting
Feb 23, 1905 in Chicago with Paul Harris and 3 others.
• The IDEA of the Foundation
1917 by Arch Klumph (RI president at that time)
Wanted to start an endowment
 By 1923 the Foundation had only $700
 By 1927 it was up to $50,000
• First Donation in 1929:
For Society for Crippled Children for $500
• Concept of EREY
Started in 1942 with a $5
donation
A Little (more) History …
• World War II limited donations to and focus on the Foundation
• Afterwards, the focus was still mostly on fellowship and relief for
Rotarians affected by the war
• Paul Harris died in 1947, and donations were made in his name
– By 1948, contributions exceed $1.7 mn
• Study fellowships to students from 12 countries
• $15,000 to war relief assistance to 150 families
– By 1954 - $3.5 mn and new contributions
– By 1955, Rotary’s 50th anniversary, new contributions reach $500,000
– 1957 – “Paul Harris Fellow” award announced:
One who contributes $1,000 to the Foundation
– 1968: “Sustaining Member” is one who gives $100/year
– By 1995 there were 500,000 Paul Harris Fellows
Bang for your $Buck - $100 a year buys …
The Foundation is the financial “engine”
that makes Rotary work.
It includes:
1. Service Opportunities
2. Humanitarian Projects
(in the 6 Areas of Focus)
3. Scholarships
4. Vocational Programs
AND Polio Eradication!
AREAS OF FOCUS (funded by GRANTS)
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Peace and Conflict Prevention/Resolution
Disease Prevention and Treatment
Water and Sanitation
Maternal and Child Health
Basic Education and Literacy
Economic and Community Development
Follow the Money
The Rotary Foundation
Income
Annual Fund
Used in 3 Yrs.
Restricted
Endowment
Polio, Donor
Advised, Memorials,
Disaster Recovery
Only earnings are
spent on programs
Benefactor Bequest
$1,000 pledge Society
Endowment
Disbursements
$10,000 pledge
Major
Donor
$10,000+ cash
Arch
Klumph
Society
District
World Fund
Share Designated Fund
(General) 50%
(DDF) 50% 3rd Yr APF
• Global Grants
Match
• Peace Centers
$250,000+
Sustaining
Member
$100/yr.
EREY
up to
$100/year
Paul
Harris
Fellow
$1,000 total
Paul Harris
Society
• District Grants
up to 50% of DDF
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Global Grants
Polio
Other Districts
Peace Centers
$1,000/yr. to
APF or Polio
$$ Support $$
Individual Rotarians, Clubs, Districts, Corporate
Matching Gifts, Other Foundations, Trusts, Insurance,
Estate Plans, and Friends
$$ Beneficiaries $$
Intl Partners, Scholars, Communities, Families,
Children
Who makes the decisions?
• Morning Star Rotary Club:
– Our Foundation and District Grant Committees
shepherd grant applications thru the process.
– Any club member can submit and champion an
idea for a District Grant or World Grant!
• District 7430:
– District Governor, Governor Elect, Rotary
Foundation Chair and Subcommittee Chairs.
– Review grants submitted by clubs annually and
decide which ones to fund at the District level
District Grants in District 7430
• Categories
– Grant up to $1,500 (for these, $22K reserved each RY)
– Grant >$1,500 (bigger multi-Club/partners/committee projects)
– International projects with budget up to $30,000
• Examples
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Local community projects
Scholarships
Travel for humanitarian projects
Vocational Training Exchanges
Int’l Medical Missions
Disaster Recovery
District 7430 - Grant Requirements
• Must be Qualified
– Complete Grant Training
– Sign Memo of Understanding (obligates the
ENTIRE club)
• Club Support of Rotary Foundation
• Within Areas of Focus
• Within funding ranges
• Meet other TRF criteria (no bldg., etc.)
District 7430 - Grant Application Process
• Submit Proposal to District Grant Committee (Online)
• Grant Committee Review & Project Selection
• Club Project Approval by District … (Don’t start yet!)
• District submits Spending Plan to RI … (No, not yet!)
• TRF approves Spending Plan … (NOW you can start!)
• TRF Funds arrive in District after July 1st
District Stewardship
• Club TRAINING
• Club Memos of Understanding
• Club/Individual Qualification/Updates
• Track disbursements
• Accept & Store Reports/Records/Receipts for 5 yrs.
• Separate bank account to receive DG funds from TRF
before disbursement to clubs/projects.
• Financial review of each project
• Annual financial review of the DG disbursements
Resources – see www.Rotary.org
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Grant Management Manual
Areas of Focus
Club Qualification – How To; FAQ; Worksheet
TRF Grant Memo of Understanding
TRF Grants Application & Information
TRF Grant Terms & Conditions
Rotary Learning Center
[email protected] 866-9Rotary
Resources – Club and District
• Tom Hartzell
Morning Star’s Rotary Foundation Genius!
• Mike McCarthy
District 7430 Foundation Chair:
[email protected]
• Rotary District 7430 website
www.rotarydistrict7430.org
Distributable Funds – “Use is or Lose it!”
Each year you put in $100 to the Annual Fund, the funds are distributed 3 years later
ANNUAL PROGRAMS FUND
50%
SHARE
District Designated
Fund
50% (max)
District Grants
50%
World
Fund
Other
(Cash, DAF,
Permanent Fund)
50% (min)
Global Grants
GRANTS
2 Types:
District Grants
Global Grants
TRF Grants at a Glance
TRF stands for THE ROTARY FOUNDATION
District Grants
Global Grants
Club- and Districtdeveloped
Global Grants
Club- and Districtdeveloped
NO World Fund Match
World Fund Match
Rotary Peace Centers and PolioPlus
A Commercial Break for ... Definitions
• DDF - District Designated Funds:
Held by The Rotary Foundation for use by our
district.
Each year the district has DDF equal to 50% of
the contributions district clubs and Rotarians
made to the Annual Fund three years previously
• Sustainable:
Recipient has to be able to maintain the project
(For example, if it’s a water well, they have to be
able to fix it with local resources)
District Grants
• District Grants (DG) are a tool Rotary
districts use to support short-term,
humanitarian projects that benefit
the community
• Funded through a portion of District
Designated Funds (DDF) to support
projects locally or internationally
• Smaller projects, many are $1,000 –
$5,000.
Global Grants
• Matches contributions raised by
Rotary clubs and districts for
international service projects involving
Rotary clubs from two or more
countries
• Over $500 M spent on such
international grants to date
• Now $30,000 or larger
• Sustainability is key!
TRF Grant Comparison
District Grants
Global Grants
Up to 50% of DDF.
Projects are small, often
$1K to $5K.
(May be more if multiple
clubs participate.)
Minimum award of $15K
from World Fund which
must be matched.
Types of Projects
Local or global within the
6 areas of focus
High impact projects with
at least 1 area of focus.
Must involved an
international partnership
Duration
Relatively short term
(often within the Rotary
year)
Long-term, sustainable
Funding
Project must total at least
$30K.
Scholarships
• Since 1947 Rotary Foundation funded
scholarships have furthered
international understanding
• Has been one of the world's largest
private international scholarship
programs
• 60,000 scholars from 110 countries
have served as ambassadors of
goodwill
• Now Global Grants will fund such
scholarships in six areas of focus
Morning Star Projects & Giving
Morning Star 2013-14 Donations
The Rotary Foundation (TRF) Annual Fund
2013-14 FY
For 3 years, the funds are
held by TRF, and earnings
cover admin expenses
$7,086 Total 2013-14 FY
• Checks
• Added to Dues check
• $2 Per Week
• Online direct to bank
account
2016-17 FY
$3,543 to
District 7430
Up to $1,771 to
District Grants
The balance
from District to
Global Grants
• $3,543
From TRF to
Global Grants*,
Peace Centers
* TRF matches
100% of District and
50% of club contributes
to Global Grants
Morning Star
Rotary Foundation Projects
• 2014-15 MOM-n-PA Dental Clinic – joint with 2 other
clubs - $12,000, $3,000 from clubs, $7,500 matching DG)
• 2013-14 Peru Water Filters - joint for a Global Grant (5
clubs - $18,000 + matching dollars – total $39,400)!
• 2012-13 Hogar Crea Garden - $3,000
• Previously: 2 Group Study Exchange trips led by
Morning Star Rotarians – Bill Jahn and Gordon Sommers
How to Donate
• $2 a week (or more or less) as you arrive at the meeting
• Check payable to The Rotary Foundation – give to Tom
Hartzell. Any amount that you are comfortable donating is
helpful!
• Online, monthly or quarterly withdrawal – see RI website
for this - minimum is $10.
Paul Harris Sustaining = $100 per year
EREY = Every club member donates something, and the club
total equals or exceeds $100 per member. (Pres. TK’s goal)
Thank You
Rotarians for all you do….
and will do
“Rotary has set a whole new standard for what people believe a volunteer organization can accomplish.
Back when Rotary became involved with polio, most people thought volunteer organizations were about
tackling projects down the street or across town – not across the world. Rotary changed all that, and in the
process, you reminded us that there is no human problem so daunting that it can’t be overcome by
people…you set a new standard for what volunteers could do.”
I want you to feel proud that you are a Rotarian and to know we need your help to build a solid future for the
next century of service.
Every Rotarian, Every Year