Quick Reference Guide - Rotary Leadership Institute


Quick Reference Guide - Rotary Leadership Institute

The Rotary FoundationQuick Reference Guide2009-10The Rotary Foundation of Rotary International

. . . . . . . . . . . . . . . . . . . ContentsPolioPlus … 1Rotary’s US$100 Million Challenge 1PolioPlus Grants 1PolioPlus Partners Grants 1Resource Materials 2Humanitarian Grants Program … 3Health, Hunger and Humanity (3-H) Grants 3Matching Grants 4District Simplified Grants 5Volunteer Service Grants 6Resource Materials 8Educational Programs … 8Ambassadorial Scholarships 8Rotary Grants for University Teachers 10Rotary Centers for International Studies 10Group Study Exchange 11Resource Materials 13Rotary Foundation Alumni …14Foundation Funding 15Annual Programs Fund 15Permanent Fund 15Where Do I Send My Contribution? 16Contribution Recognition 17Resource Materials 17SHARE System …18Future Vision Plan …19General Resources …20Contact Center 20Zone Resources …20District Resources …21

No t e s a n d a b b r e v i at i o n sCost references are provided in U.S. dollars.TRF (The Rotary Foundation)DDF (District Designated Fund, also known as SHARE funds)

PolioPlusRota r y ’s US$100 Mi l l i o n Ch a l l e n g eThe Bill & Melinda Gates Foundation awarded The Rotary Foundation a $100million grant for polio eradication which Rotary will match dollar-for-dollar overa three-year period. It represents a tremendous validation of the dedication ofRotarians and success of the PolioPlus program.E-mail questions to rotary’s$100millionchallenge@rotary.org or call847-424-5244.Pol i o Plu s Gr a n t sPu r p o s eFu n d in gApplicationDecisionSupport global polio eradication efforts in polio-endemic,importation, and high-risk countries, which includeconducting National Immunization Days, monitoringpoliovirus transmission, and other activities.PolioPlus grants are funded by the general PolioPlusFund and DDF allocations.Proposals are primarily submitted by a major partneragency, such as the World Health Organization orUNICEF, or national PolioPlus committee chairs (listedin the Official Directory [007-EN]).Trustees approve PolioPlus grants at regularly scheduledmeetings.E-mail questions to polioplus@rotary.org or call 847-866-3305.Pol i o Plu s Pa r t n e r s Gr a n t sPu r p o s eFu n d in gSupport urgent social mobilization and surveillanceprojects submitted by fellow Rotarians in polio-endemic,importation, and high-risk countries.PolioPlus Partners grants are funded by the generalPolioPlus Fund and DDF allocations.1

ApplicationDecisionGrant applications are accepted only from nationalPolioPlus committee chairs in priority countries.Grants are approved on a rolling basis.E-mail questions to polioplus@rotary.org or call 847-866-3255.Res o u r c e Mat e r i a l s… …………………………………………………………PolioPlus: A Gift to the Children of the World (317-MU). An 11-minute DVDhighlights Rotary’s latest work in the march toward polio eradication.Rotary’s US$100 Million Challenge DVD (985-EN). Provides an overview ofRotary’s efforts to eradicate polio and the three-year fundraising initiative tomatch the Gates Foundation grant.Rotary’s US$100 Million Challenge Brochure (986-EN). Describes Rotary’s commitmentto eradicating polio and encourages support for the challenge.Rotary’s US$100 Million Challenge Poster (987-EN) Encourages participation inRotary’s challenge. Suitable for display at Rotary meetings, fundraisers, and otherevents.End Polio Now pins (988-MU). Lapel pin with the End Polio Now logo.End Polio Now note cards (983-MU) Send Rotary note cards (set of 12) and shareRotary’s accomplishments with friends and family around the world. Each cardfeatures a stunning photograph representing polio eradication.End Polio Now cardboard pop-up boxes. Can be used as giveaways or centerpiecesat fundraisers.Conquering Polio (329-MU). Book that provides a brief history of PolioPlus,Rotary’s role in a global program to eradicate the world’s greatest crippling disease.Written by International PolioPlus Committee Member and Past RI GeneralSecretary Herbert A. Pigman. Includes color photos (PDF on CD).2 Quick Reference Guide

Humanitarian Grants ProgramHumanitarian Grants support clubs and districts as they undertake humanitarianservice projects. All grants of The Rotary Foundation4 Involve the active participation of Rotarians4 Assist in the development of Rotary networks4 Adhere to strict stewardship guidelines4 Address humanitarian needs with the aim of providing sustainabledevelopmentFunds cannot be used for4 The purchase of land or buildings4 Construction or renovation4 Salaries, stipends, or honoraria for individuals working for a cooperatingorganization or beneficiary4 Postsecondary education activities, research, or personal or professionaldevelopmentHea lt h , Hu n g e r an d Hu m a n i t y (3-H) Gr a n t sPu r p o s eFund long-term (two- to four-year) integrated sustainabledevelopment projects to improve health, alleviatehunger, or enhance development through self-help activitiesFu n d in g 4 TRF provides $100,000-$300,000.4 Sponsor must provide at least 10 percent of award.Application4 Step 1: Submit preliminary proposal letter to TRF forreview.4 Step 2: If the proposal is eligible, the Foundation willinvite the sponsors to submit a 3-H Grant Application.Deadlines4 Preliminary proposal: 31 March 3-H grant application: 1 AugustCr i t e r i a f o r Su c c e s s The project must4 Be sponsored by clubs/districts that have successfullyworked together as primary sponsors of a MatchingGrant project within five years of submitting theirproposal4 Use an integrated approach3

DecisionRe p o r t in g4 Benefit a large number of people4 Be of a self-help nature4 Involve a significant number of Rotarians in at leasttwo countries4 Be clearly identified as Rotary-supported4 Be initiated, controlled, and implemented byRotarians4 Be self-sustaining after grant funding has endedTrustees review applications each year in April.Both international and host partners must work togetherto prepare and submit progress and final reports. Progressreports are due every 12 months for the life of theproject. A final report is due two months after projectcompletion.Mat c h i n g Gr a n t sPu r p o s eFu n d in gApplicationDeadlinesCr i t e r i a f o r Su c c e s sAssist in funding humanitarian service projects in cooperationwith Rotarians in another countryTRF provides a 1:1 match of DDF and a 0.5:1 match ofsponsor cash contributions.TRF provides grants of $5,000 to $150,000.Submit a Matching Grant Application (Web only).Applications are accepted from 1 July to 31 March.Trustees consider applications requesting more than$25,000 twice a year. Such applications should be submittedno later than 1 August for consideration at theOctober/November Trustee meeting and no later than15 December for consideration at the March/AprilTrustee meeting.4 Grants must address a humanitarian condition thatbenefits a community in need.4 Projects must be new (not already in progress) andfeature the active, personal participation of Rotariansin both the international and host countries.4 All grants must adhere to the grant policies thatgovern all grant programs. See www.rotary.org orrequest a copy from Humanitarian Grants Programstaff.4 Quick Reference Guide

DecisionRe p o r t in gFor Matching Grants $5,000-$25,000, partner Rotaryclubs and districts are required to4 Maintain communication and dialogue for the life ofthe project4 Establish a committee of at least three Rotarians4 Jointly assess community needs and plan the project.4 Visit the project site on an as-needed basis. The internationalpartner may participate by sharing informationthrough correspondence or by visiting the projectsite.For Competitive Matching Grants $25,001-$150,000, partnerRotary clubs and districts are required to4 Meet the requirements of Matching Grants$5,000-$25,0004 Conduct a formal community needs assessment4 Provide information indicating how the project isviable and will be maintained4 Provide evidence of community involvement andownershipHost partners are limited to five open Matching Grantprojects at any given time.Applications will be approved from 1 August through15 May.Both international and host partners must work togetherto prepare and submit progress and final reports. Progressreports are due every 12 months for the life of theproject. A final report is due two months after projectcompletion.District Simplified Gr a n t s (DSG)Pu r p o s eFu n d in gApplicationDe a d l in eSupport the service activities or humanitarian endeavorsof districtsA maximum of 20 percent of DDF which is based on50 percent of giving from three years priorDistricts may submit one District Simplified GrantRequest (Web only) per year.Requests are accepted 1 July to 31 March. Requestsshould be submitted in the Rotary year prior to the yearin which funds are available.5

Cr i t e r i a f o r Su c c e s sDecisionRe p o r t in g4 Adhere to the grant policies that govern all grantprograms. See www.rotary.org or request a copy fromstaff (grants@rotary.org).4 Respect the wishes of the receiving community andunderstand and appreciate its tradition and culture.District activities should include:4 Assessment of community needs and development ofa project plan4 Establishment of a committee of at least three Rotariansto oversee the expenditure of funds4 Involvement in project implementation4 Provision of evidence of community involvement andownership4 Organization of meetings with local service providers,local officials, and/or recipients4 Promotion of projects in the local mediaRequests will be approved from 1 August through15 May.The district must prepare and submit progress and finalreports. Progress reports are due every 12 months for thelife of the project. A final report is due two months afterproject completion. A district may not have more thantwo paid open grants at a given time. A district mustexpend and report at least 50 percent of one DSG beforepayment will be made on another.Vol u n t e e r Se r v i c e Gr a n t sPur p o s eFu n d in gApplicationDe a d l in eSupport travel of qualified Rotarians and their spousesto plan a project or provide direct service in RotarycountriesTRF provides a flat grant award: $3,000 for an individualtraveler and $6,000 for groups up to five people.Submit a Volunteer Service Grant Application (Web only).Applications are accepted on a rolling basis throughoutthe year. Applications must be submitted to TRF at leastthree months before departure with approval obtained atleast two months before departure.6 Quick Reference Guide

Cr i t e r i a f o r Su c c e s sDecisionQualification of travelers is based on the following:1. There is a defined need within the community for theproject, as identified by the host partner.2. The skills and experiences of the traveler(s) can meetthe identified need.3. The skills and experiences to meet the communityneed are not available locally.Members of the host partner club or district are expectedto:1. Organize meeting(s) with local service providers and/or local officials for visiting Rotarians2. Offer accommodations in the homes of local Rotarians.If this is not possible, arrange hotel accommodationsfor visiting Rotarians.3. Assist with local transportation4. Visit the project site and/or volunteer at the projectsite5. Invite visiting Rotarian(s) to speak to local RotaryclubsMembers of the international partner club or district areexpected to:1. Establish communication with members of the hostpartner club or district2. Publicize the volunteer service/planning mission inthe media3. Organize presentations about the grantVolunteers must be on-site a minimum of 5 days and amaximum of 60 days (not including travel days). If thevolunteer wishes to stay at the project site for more than60 days, all expenses incurred become the responsibilityof the volunteer.Recipients of Volunteer Service Grants must comply withTRF policies regarding travel insurance.Travel arrangements must be made through RotaryInternational Travel Service (RITS) immediately afternotification of approval and no less than 45 days beforedeparture. If this is not adhered to, the travel dates mustbe changed or the grant may be subject to cancellation.Applications are approved on a rolling basis.7

Re p o r t in gBoth international and host partners must work togetherto prepare and submit reports. The host partner mustsubmit a post-service evaluation and the internationalpartner must submit a final report within two months ofthe project’s completion.Res o u r c e Mat e r i a l s… …………………………………………………………The Guide to Matching Grants (144-EN). Handbook offering comprehensiveguidelines on applying for Matching Grants and carrying out these projects.The Guide to Health, Hunger and Humanity (3-H) Grants (158-EN). Handbookoffering comprehensive guidelines on planning and applying for 3-H grants.Best Practices for Managing Your District Simplified Grant (156-EN). Handbookoffering best practices and tips for managing a District Simplified Grant.Volunteer Service Grants Brochure (150-EN). Program description and instructionson applying for a Volunteer Service Grant.Educational ProgramsAmb a s s a d o r i a l Sc h o l a r s h i p sPu r p o s eFu n d in gProvide scholarships to students who serve abroad asambassadors of goodwill to improve internationalunderstandingSHARE/DDF option costs:4 Academic-Year Scholarships for one academic yearof studies abroad. Starting in 2010-11: flat grant of$25,000 to defray costs associated with transportation,fees, room and board, and other miscellaneousexpenses.4 Multi-Year Scholarships for two years of degreeorientedstudies abroad. Starting in 2010-11:$12,500-a-year for a flat grant total of $25,000.4 Cultural Scholarships for either three or six months ofintensive language training and cultural immersionabroad while living with a home-stay family. Startingin 2010-11: a flat grant of $12,000 for three months8 Quick Reference Guide

ApplicationDeadlinesCr i t e r i a f o r Su c c e s sDecisionCa n n o t be u s e d f o rand of $17,000 for six months of intensive languagetraining, cultural immersion, living with a host family,and transportation.4 Scholarships Fund Pool for Low-Income Countriesoffers Ambassadorial Scholarships to individuals fromlow-income countries on a world-competitive basis.Each low-income district and low-income countrywithin a district may submit one candidate to thecompetition for one of the possible 32 scholarshipsawarded annually.Districts submit Ambassadorial Scholarships Application(139-EN).Applications from districts due at TRF 1 October. Checkwith district scholarships subcommittee chair for districtdeadline.Applicants must have completed two years of college oruniversity course work, or must have a secondary schooleducation and have been employed in a recognized vocationfor at least two years, and must wish to serve asan ambassador of goodwill. Applicants must also demonstrateproficiency in the language of the host country(advanced proficiency for Academic-Year and Multi-YearScholars and basic to intermediate proficiency for CulturalScholars). See RI Web site for complete criteria.Trustee-approved applicants receive confirmation by15 December.Rotarians; honorary Rotarians; employees of a club,district, or other Rotary entity, including Rotary International;spouses, lineal descendants (child or grandchildby blood, legal adoption, or marriage without adoption),or ancestors (parent or grandparent by blood) of any livingperson in the foregoing categories; spouses of linealdescendantsE-mail questions to contact.center@rotary.org or call 847-866-3000.In the United States and Canada, call 866-9ROTARY.9

Rota r y Gr a n t s fo r Un i v e r s i t y Te a c h e r sPu r p o s eProvide grants to higher-education faculty to teach atcolleges/universities in low-income countries. Buildsunderstanding and development while strengtheninghigher education in low-income countries.Fu n d in g DDF: as of 2010-11, $14,000 for 3 to 5 months or $25,000for 6 to 10 months of serviceApplicationDistricts submit Rotary Grants for University TeachersApplication (Web only).DeadlinesApplications from districts due at TRF 1 October. Checkwith district scholarships subcommittee chair for eachdistrict’s deadline.Cr i t e r i a f o r Su c c e s s Applicant’s home and prospective host countries musthave at least one Rotary club. Also, applicant must4 Hold (or have held, if retired) a college or universityteaching appointment for three or more years (nospecific rank)4 Teach an academic field of practical use to the hostcountry and demonstrate proficiency in the languageof the host country. See Web site for complete criteria.4 Applicants may be Rotarians or non-Rotarians.Decision15 December for teaching assignments beginning thenext Rotary yearE-mail questions to contact.center@rotary.org or call 847-866-3000.In the United States and Canada, call 866-9ROTARY.Rota r y Ce n t e r s fo r In t e r n at i o n a l St u d i e sin Pe a c e an d Co n f l i c t Re s o l u t i o nPu r p o s eFu n d in gApplicationProvide Rotary World Peace Fellowships to individualspursuing a master’s degree program in internationalrelations, peace, conflict resolution, and related subjectsor professional development certificate in peace and conflictstudies at one of the seven Rotary Centers for InternationalStudies in peace and conflict resolutionTransportation, tuition, fees, room and board, and otherlimited expenses for the length of the fellowshipDistricts submit Rotary World Peace Fellowship Application(083-EN).10 Quick Reference Guide

DeadlinesCr i t e r i a f o r Su c c e s sDecisionCa n n o t be u s e d f o rDistricts submit an unlimited number of qualified applicationsto TRF by 1 July for world-competitive selection.Check with the district Rotary World Peace Fellowshipschair for each district’s deadline.Candidates should have4 Appropriate undergraduate degree to gain entrance tothe proposed Rotary Centers master’s degree or certificateprogram4 Work or service experience in relevant fields4 A demonstrated commitment to peace and internationalunderstandingSee www.rotary.org for complete criteria.Up to 60 master’s degree and 50 professional developmentcertificate fellows selected annually on worldcompetitivebasis. Trustee-approved applicants receiveconfirmation by 15 December.Rotarians; honorary Rotarians; employees of a club,district, or other Rotary entity, including Rotary International;spouses, lineal descendants (child or grandchildby blood, legal adoption, or marriage without adoption),or ancestors (parent or grandparent by blood) of any livingperson in the foregoing categories; spouses of linealdescendantsE-mail questions to contact.center@rotary.org or call 847-866-3000.In the United States and Canada, call 866-9ROTARY.Gro u p St u d y Ex c h a n g ePu r p o s eFun d i n gEnable an exchange of teams of outstanding youngnon-Rotarian business and professional people betweendistricts in different countries. Group Study Exchange(GSE) teams may have special focus, such as a single vocation,humanitarian concerns, or neighboring countryissues.World Fund covers the cost of least expensive roundtriptransportation for four team members and oneRotarian team leader for four to six weeks. One WorldFund Award is available each year to districts in goodstanding regardless of their contributions to The RotaryFoundation.11

ApplicationsDeadlines12 Quick Reference GuideDistricts may also allocate a portion of the DDF to senda GSE team in any program year. The SHARE cost forone district to send a GSE team using DDF in 2009-10 is$11,000 (or $6,000 for a Neighboring Country GSE). In2010-11, these costs will change to $13,000 (or $7,000 fora Neighboring Country GSE).Districts may also donate DDF to a partner district tocover the cost of sending a GSE team.Districts may send a maximum of two GSE teams perprogram year (one funded through World Fund, theother through DDF or a DDF donation).Additional funding for GSE teams available from WorldFund:4 Up to $1,000 per team for language training (Districtsmay apply additional DDF for this purpose.)4 Up to $500 to defray the cost of a visiting GSE team’sattendance at the host district conferenceDistricts may also allocate DDF for the followingenhancements:4 $2,000 each for up to two additional non-Rotarianteam members ($1,000 each for a Neighboring CountryGSE)4 $500 for additional team orientation costsFor districts in low-income countries only, additionalWorld Fund assistance includes4 Up to $600 to defray the cost of transport within thedistrict for the visiting GSE team4 An additional $2,500 subsidy to multicountry lowincomedistricts for transport of a visiting GSE teambetween countries within the districtDistricts submit the following applications:4 Group Study Exchange District Application (Web only)4 Group Study Exchange Team Leader Application(260-EN)4 Group Study Exchange Team Member Application(161-EN) for each team memberDistrict applications due at TRF 1 October. GSE teamleader and GSE team member applications due 45 daysbefore departure date or TRF may cancel or postpone theGSE. Check with the district GSE subcommittee chairfor each district’s deadline.

Cr i t e r i a f o r Su c c e s sDecisionNon-Rotarian team members4 Must be between the ages of 25 and 404 Must be currently employed in any recognized businessor profession on a full-time basis and have twoyears experience in their chosen profession4 Must be citizens of the sponsor district/country4 Must live or work in the sponsor district4 Must not be spouses, lineal descendants, or stepchildren(whether legally adopted or not) of RotariansThe Rotarian team leader cannot be the district governor,immediate past governor, or governor-elect, nor thespouse, lineal descendant or stepchild (whether legallyadopted or not) of any of the aforementioned officers,at the time the team travels. Past district governors mayserve as team leaders only if there has been an openselection process within the district. Spouses cannot accompanyteam leaders or team members under any circumstances.See www.rotary.org for complete criteria.Districts receive pairing confirmation by 31 January orbefore the International AssemblyE-mail questions to contact.center@rotary.org or call 847-866-3000.In the United States and Canada, call 866-9ROTARY.Res o u r c e Mat e r i a l s… …………………………………………………………Program Guide for Rotarians: Ambassadorial Scholarships and Rotary Grants forUniversity Teachers (012-EN). Publication in CD-ROM format designed to helpclubs and districts successfully sponsor and host Ambassadorial Scholars andUniversity Teachers.Ambassadorial Scholarships and Rotary Grants for University Teachers Brochure(132-EN). Four-color leaflet suitable for display by clubs or districts. Describesthe program and application procedures for potential applicants.Reconnections (128-EN). Semiannual bulletin for Rotary Foundation alumnihighlights outstanding achievements and news of former program participants.Rotary Centers for International Studies Program Guide for Rotarians (085-EN).Information that clubs and districts need to successfully select and sponsorRotary World Peace Fellows.Rotary Centers Alumni (092-EN). Highlights employment of Rotary Centersalumni with international organizations and governments. Alumni are featuredby region.13

Peace Is Possible (829-DVD). Six-minute video explains the Rotary Centers forInternational Studies and the Rotary World Peace Fellowships program as well astheir history, vision, and objectives.Group Study Exchange Brochure (160-EN). Four-color leaflet suitable for displayby clubs or districts. Describes the GSE program and application procedures forpotential team members, their employers, and Rotarians.Group Study Exchange Program Guide for Rotarians (165-EN). Publication designedto help districts successfully sponsor and host GSE teams. Available inCD-ROM format.Rotary Foundation AlumniRotary Foundation alumni are the more than 105,000 people who have receivedprogram awards from the Foundation since 1947. Foundation alumni includeAmbassadorial Scholars, Rotary World Peace Fellows, Group Study Exchangeteam leaders and members, Rotary Peace and Conflict Studies Program participants,and recipients of Rotary Grants for University Teachers and VolunteerService Grants.Talented, committed individuals, Foundation alumni know Rotary well and shareits vision of furthering world understanding and peace. They are available tospeak at Rotary functions or participate in Rotary programs. Alumni are powerfuladvocates for the Foundation because they provide the human face ofRotary programs and a sense of commitment to the world community. Theyserve as volunteers for community and international service projects and arepotential Rotary club members and donors to The Rotary Foundation.Rotary Foundation alumni associations are the chapters of the Rotary FoundationAlumni Network. A Rotary Foundation alumni association is a group ofRotary Foundation alumni bound by a given geographic area or common tie whounite to pursue service and fellowship. There are 68 active alumni associationsworldwide, and the number is growing every day.Contact your district alumni subcommittee chair to identify Foundation alumniavailable for speaking engagements or to invite them to participate in clubactivities.E-mail questions to alumni@rotary.org.14 Quick Reference Guide

Foundation FundingAnn u a l Pr o g r a m s Fu n dPu r p o s eHo w Fu n d Wo r k sRe c o g n i t i onProvides the necessary funding for operation of Foundationprograms. Visit www.rotary.org for additional information,including ways to give.Contributions made by individuals, clubs, and districtsare invested for three years.After three years4 50 percent of the original contribution is returned tothe district through the DDF.4 50 percent of the original contribution is provided tothe World Fund to support Foundation programs andincludes one Group Study Exchange per district everyyear.4 Investment earnings support administrative costs andmay be used to benefit the Foundation’s programs.Contributions to the Annual Programs Fund counttoward Rotary Foundation Sustaining Member Recognition,Paul Harris Fellow Recognition, Multiple PaulHarris Fellow Recognition, Paul Harris Society, andMajor Donor Recognition.Per m a n e n t Fu n dPu r p o s eHo w Fu n d Wo r k sTy p e sEnsures the long-term viability of TRF and its programs.Spendable earnings from this endowed fund enable TRFto expand existing programs and underwrite new programs.Visit www.rotary.org for additional information,including ways to give.Contributions are invested in perpetuity. A percentageof the total value of the fund is spent annually to benefitTRF programs.4 Outright gifts of property, cash, or investments4 Life income gifts (e.g., charitable remainder trusts,charitable gift annuities, pooled income fund)4 Testamentary gifts through a will or estate plan15

Re c o g n i t i onThose who notify TRF they have made a provision in theirwill or estate plan or who make an outright gift of at least$1,000 are recognized as Benefactors. Those who informthe Foundation they have made a commitment of $10,000or more in their final estate plan are eligible to receiveBequest Society recognition. Outright contributions to thePermanent Fund count toward Major Donor recognition.Whe r e do I sen d my con t r i b u t i o n ?United StatesThe Rotary Foundation14280 Collections Center DriveChicago, IL 60693USACanadaThe Rotary Foundation (Canada)Box B9322P.O. Box 9100, Postal Station FToronto, ON M4Y 3A5CanadaBrazilRotary InternationalRua Tagipuru 20901156-000 São Paulo, SPBrazilSouthern South AmericaRotary InternationalFlorida 1, P.21005 Buenos Aires, CFArgentinaEurope and AfricaRotary InternationalWitikonerstrasse 15CH-8032 ZurichSwitzerlandGreat Britain and IrelandRI in Great Britain and IrelandKinwarton RoadAlcesterWarwickshire B49 6PBEnglandSouth AsiaRotary InternationalThapar House2nd Floor, Central Wing124 JanpathNew Delhi 110 001IndiaSouth Pacific and PhilippinesRotary InternationalMcNamara Centre, Level 2100 George StreetParamatta, NSW 2150AustraliaJapanRotary InternationalNS3 Building, 1F2-51-3 Akabane, Kita-kuTokyo 115-0045JapanKoreaRotary InternationalRoom 705, Miwon Building.43 Yoido-dong, Yongdungpo-guSeoul 150-733KoreaIn countries with currency restrictions,please contact your district RotaryFoundation chair for the address tosend contributions.16 Quick Reference Guide

Con t r i b u t i o n Re c o g n i t i o nPu r p o s eAcknowledges the financial support generously providedby individuals. Visit www.rotary.org for additional information.Ty p e s Rotary Foundation Sustaining Member ($100)Paul Harris Fellow ($1,000)Multiple Paul Harris Fellow ($2,000-$9,999)Paul Harris Society ($1,000 annually — district-administered)Benefactor ($1,000 contribution to the Permanent Fundor provision for the Permanent Fund in estate plan)Bequest Society (at least $10,000 commitment in estateplan)Major Donor (at least $10,000 in outright giving)Arch C. Klumph Society (at least $250,000 in outrightgiving)E-mail questions to contact.center@rotary.org or call 847-866-3000.In the United States and Canada, call 866-9ROTARY.Res o u r c e Mat e r i a l s … …………………………………………………………Every Rotarian, Every Year Brochure (957-EN). For presentation to every clubmember. Informational brochure about the need for Rotarians to participate inand contribute to Rotary Foundation programs.Every Rotarian, Every Year Club Success Kit (958-EN). Informational packet tohelp club and district leaders work toward achieving their Annual ProgramsFund goals.Every Rotarian, Every Year Newsletter. Free subscription at www.rotary.org/newslettersEvery Rotarian, Every Year DVD (978-MU). Inspirational nine-minute overviewof Foundation programs and grants supported by the Annual Programs Fund.Paul Harris Society Brochure (099-EN). Promotes the district-administered PaulHarris Society program which recognizes donors who make a commitment tocontribute $1,000 or more annually to the Annual Programs Fund, PolioPlus, orHumanitarian Grant programs.Two Needs, Two Ways of Giving (173-EN). Brochure that explains the Foundation’sAnnual Programs Fund and Permanent Fund, why gifts to both funds areneeded, and how each is essential to the health of Rotary’s international service.17

Securing the Future: Your Bequest to The Rotary Foundation (183-EN). Informationon how to support the Permanent Fund. Provides suggested wording for willbequests and codicils. Benefactor Gift Commitment Card attached.SHARE SystemThe SHARE system is the mechanism through which Rotary Foundation programawards are distributed worldwide. In the SHARE system, Annual ProgramsFund contributions to the Foundation are transformed into AmbassadorialScholarships, Matching Grants, Group Study Exchanges, and more.At the end of every contribution year, each Rotary district’s contributions to theAnnual Programs Fund are divided into two funds: 50 percent to the World Fundand 50 percent to the District Designated Fund (DDF).The 50 percent to the World Fund pays for worldwide programs available to allRotary districts and clubs, regardless of their specific contributions. The districtuses the remaining 50 percent of DDF to fund the Foundation programs itchooses to participate in, such as Ambassadorial Scholarships, credit toward thesponsor portion of a Matching Grant, or an additional Group Study Exchange.Clubs can access these funds through the district Rotary Foundation committee.The SHARE 3-Ye a r Cy c l eAn additional facet of the SHARE system is its unique funding cycle whereinAnnual Programs Fund contributions are invested for three years and used forprograms three years after they are received. The three-year cycle gives districtstime for program planning and participant selection and allows the Foundationto pay for administration and fund development costs from the earnings fromthose investments.E-mail questions to share.mailbox@rotary.org or call 847-866-3362.18 Quick Reference Guide

Future Vision Plan forThe Rotary FoundationThe Rotary Foundation is currently engaged in a strategic planning process totransform its grant-making activities. The plan calls for a new grants structure,with two kinds of grants:1. District Grants, which will be similar to District Simplified Grants, will providesimplicity, flexibility, and opportunities for innovation. Clubs and theirdistrict work together to fund smaller educational or humanitarian activitiesand projects. Projects and activities should support the mission of The RotaryFoundation, which allows a broad range of choices for clubs and districts. Districtgrants are intended to make it easier for clubs and districts to readily accessfunds and complete the projects and activities they are interested in. Districtgrants will require simplified reporting to the Foundation.2. Global Grants will support larger projects and activities and will offer opportunitiesto participate in more strategically focused, sustainable activities. Globalgrants will be awarded in six areas of focus:Peace and conflict prevention and resolutionDisease prevention and treatmentWater and sanitationMaternal and child healthBasic education and literacyEconomic and community developmentWithin global grants, there will be two options:Club- and district-developed projects similar to larger Matching Grants and3-H grant projects, GSEs, and Ambassadorial Scholarships. Both humanitarianand educational activities must meet a minimum award amount of $15,000, andthe grant activity must relate to one of the six areas of focus. The Foundation willmatch contributions submitted by clubs and districts. In order to fully fund theactivity, cash contributions are matched at 50 percent and DDF contributions arematched at 100 percent.Packaged grants that can be coordinated with a strategic partner. The Foundationwill work to provide projects and activities that have a standardized approachto creating, implementing, monitoring, and reporting. It is anticipatedthat packaged grants will be funded entirely by the World Fund or in coordinationwith the strategic partner.Approximately 100 districts will participate in a three-year pilot to test the newgrants structure beginning in 2010. All clubs and districts will begin using thenew structure starting in 2013-14.19

Learn more about the Future Vision Plan and get the latest information atwww.rotary.org/futurevision.E-mail questions to newgrantspilot@rotary.org.Gen e r a l Re s o u r c e s………………………………………………………………Rotary Foundation Facts (159-EN). A brief statistical overview of the organization,scope, and programs of the Foundation.District Rotary Foundation Committee Manual (300-EN). A resource manual designedfor the district Rotary Foundation committee.The Rotary Foundation Annual Report (187B-EN). Audited financial statementsfor the Foundation for the most recently completed fiscal year, showing all revenuesand expenditures, as well as program information and profiles (availableDecember each year).The Rotary Foundation: Be a Part of It (131-EN). An eight-minute video that featuresbrief anecdotes about Group Study Exchange, Matching Grants, PolioPlus,and Rotary Foundation Scholarship programs.Dir e c t Fo u n d at i on qu e s t i on s to Co n ta c t CenterEnglish-speaking Rotarians in the United States and Canada can now directinquiries about Foundation programs to a central location called the ContactCenter. Rotarians can call or e-mail to check on donations and recognitionpoints, deadlines for grants and applications, whom to contact regarding applications,and any other questions about the Foundation.Call 866-9ROTARY (866-976-8279) or e-mail the Contact Center atcontact.center@rotary.org.Zon e Re s o u r c e s …………………………………………………………………The Regional Rotary Foundation Coordinators (RRFCs) are responsible for theoverall promotion of programs and fundraising for the Foundation in their zoneor area. RRFCs train their zone team and the district leadership in setting andachieving fundraising and program goals in their assigned districts.The members of the RRFC team are the Assistant RRFCs, a Rotary FoundationAlumni Coordinator (RFAC), and a Polio Zone Challenge Coordinator (ZCC).Each team member is a great resource for TRF information for Rotary club anddistrict leaders.20 Quick Reference Guide

Assistant RRFCs are appointed to help the RRFCs with all aspects of The RotaryFoundation, ranging from helping districts to achieve their annual giving goalsthrough Every Rotarian, Every Year, to helping solicit major gifts of US$10,000 ormore, to assisting districts with educational programs and humanitarian grants.The Rotary Foundation Alumni Coordinator encourages Rotary clubs and districtsto involve Foundation alumni in Rotary activities, consider alumni as potentialmembers of Rotary and potential contributors to the Foundation, and usealumni as effective advocates for Foundation programs.Zone team members are great speakers and trainers at regional, district, and clubFoundation events.District Re s o u r c e s … …………………………………………………………To provide continuity of leadership, the district Rotary Foundation committeechair (DRFCC) shall be appointed for a three-year term, subject to removal forcause. Removal for cause must have the Trustee chair’s prior approval. The districtgovernor (if selected) scheduled for each of the years of the three-year termfor the DRFCC will participate in the selection of the DRFCC. This selectionshould take place and be reported to TRF no later than 1 March before takingoffice on 1 July of the same calendar year.The DRFCC may be reappointed but it must be for another three-year term andthe governors under whom the DRFCC will serve must participate in the selection.Although not mandatory, it is recommended that this post be filled, if possible,by a past district governor. The current district governor cannot serve asthe chair. Districts will not have access to their District Designated Fund untilthe DRFCC is appointed. The DRFCC serves under the direct leadership of thedistrict governor and the decisions for the use of DDF are to reflect the decisionsof the district Rotary Foundation committee composed of the subcommitteechairs. These subcommittee chairs are appointed annually by the district governorwhom they will serve. Please direct any questions regarding the DRFC chairthree-year term policy to TRF.administration@rotary.org.21

Rotary FoundationCommittee ChairAlumniSubcommittee ChairAnnual GivingSubcommittee ChairGrantsSubcommittee ChairGroup Study ExchangeSubcommittee ChairPermanent FundSubcommittee ChairPolioPlusSubcommittee ChairRotary World PeaceFellowships SubcommitteeChairScholarshipsSubcommittee Chair22 Quick Reference Guide

The Rotary Foundation of Rotary InternationalOne Rotary Center1560 Sherman AvenueEvanston, IL 60201-3698 USA847-866-3000www.rotary.org219-EN—(1208)

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