the rotary foundation 2013 clts

The Rotary FoundationThe Rotary Foundation2013 CLTS2013 CLTS

OutlineOutline

TRF GivingTRF Giving

Administrative ToolsAdministrative Tools

RecognitionRecognition

TRF ProgramsTRF Programs

TRF CalendarTRF Calendar

http://www.rotary.org/RIdocuments/graphics/logos-peace-centers.zip

Why The Rotary Why The Rotary Foundation?Foundation?

Our name is Rotary Our name is Rotary InternationalInternational

Rotary Club monitor “on the ground”Rotary Club monitor “on the ground”

Tough reporting and checking systemTough reporting and checking system

Charity Navigator’s highest (4-star) Charity Navigator’s highest (4-star) ratingrating

SHARE

50%

District Designated Fund (DDF)District Designated Fund (DDF)

50%

World FundWorld Fund

Earnings pay for Earnings pay for TRFTRF

administrationadministration

Annual Programs FundAnnual Programs Fund

YEAR 1 YEAR 2 YEAR 3

Annual Programs Annual Programs GivingGiving

UnrestrictedUnrestrictedDetermines club Determines club per capitaper capita, EREY, , EREY, and Sustaining Member statusand Sustaining Member statusDetermines availability of funds for Determines availability of funds for TRF programs 3 years henceTRF programs 3 years henceTips for making giving easyTips for making giving easy

Recurring/automated giving: ROTARY Recurring/automated giving: ROTARY DIRECTDIRECT

Promoting giving by club dues optionPromoting giving by club dues option

Annual Programs Annual Programs GivingGiving

EducationEducation Foundation ThoughtsFoundation Thoughts September District Foundation September District Foundation

SeminarSeminar November is Foundation Month—Plan November is Foundation Month—Plan

NowNow Speakers and Club ProgramsSpeakers and Club Programs District Foundation NewslettersDistrict Foundation Newsletters

QuestionsQuestions

PDG Donna PhillipsPDG Donna PhillipsDistrict Annual Giving ChairDistrict Annual Giving Chair

Rotary Club of Rappahannock-Rotary Club of Rappahannock-FredericksburgFredericksburg

[email protected]

mailto:[email protected]

QuestionsQuestions

PDG D. R. ButlerPDG D. R. ButlerDistrict Major Gifts ChairDistrict Major Gifts Chair

Rotary Club of Mount VernonRotary Club of Mount [email protected]


Paul Harris Society: Paul Harris Society: What is it?What is it?

Recognizes individual donors who Recognizes individual donors who pledge $1,000 to Annual Fund-SHARE pledge $1,000 to Annual Fund-SHARE each year they are financially ableeach year they are financially able Certificate and PHS “wings” to each Certificate and PHS “wings” to each

donordonor Clubs with 4 or more PHS members Clubs with 4 or more PHS members

receive a PHS bannerreceive a PHS banner 180 PHS members now180 PHS members now Goal: 250 membersGoal: 250 members

Growing PHS Growing PHS Members Members

in Your Clubin Your Club Lead by example—most people want to Lead by example—most people want to

follow a leader who walks the walkfollow a leader who walks the walk Educate members where the money Educate members where the money

goes—100% to support our Service goes—100% to support our Service Above SelfAbove Self

Approach other club leaders and ask Approach other club leaders and ask them to join with youthem to join with you

Announce to the club & seek Announce to the club & seek

the buy-in of other membersthe buy-in of other members

PHS ResourcesPHS Resources

District 7610 PHS web page:District 7610 PHS web page:

http://www.rotary7610.org/http://www.rotary7610.org/2012PHS.html2012PHS.html

PHS BrochurePHS Brochure Membership Declaration Membership Declaration

QuestionsQuestions

DGN-D Scott MillsDGN-D Scott MillsDistrict Paul Harris Society District Paul Harris Society

ChairChairRotary Club of Great FallsRotary Club of Great Falls

[email protected] 703.282.5725


Endowment Endowment FundFund

Formerly known as the Permanent FundFormerly known as the Permanent Fund Principal never spent; only the earningsPrincipal never spent; only the earnings Outright Gifts (cash, securities, real Outright Gifts (cash, securities, real

estate, tangible personal property)estate, tangible personal property) Life Income Agreements (annuities, Life Income Agreements (annuities,

trusts)trusts) Bequests (specific, residual, contingent)Bequests (specific, residual, contingent)

QuestionsQuestions

Steve GreshamSteve GreshamDistrict Endowment Fund ChairDistrict Endowment Fund Chair

Rotary Club of AlexandriaRotary Club of [email protected]



Member Access—RI WebsiteMember Access—RI Website

Monthly Contribution Report (MCR)Monthly Contribution Report (MCR)

Club Recognition Summary (CRS)Club Recognition Summary (CRS)

EREY Eligibility ReportEREY Eligibility Report

Donor History ReportDonor History Report


Global Contribution Form (Form Global Contribution Form (Form

123-EN)123-EN)

Recognition Transfer Form (Form Recognition Transfer Form (Form

102-EN)102-EN)

Multiple Donor Form (Form 094-EN)Multiple Donor Form (Form 094-EN)

Rotary Direct Form (Form 712-EN)Rotary Direct Form (Form 712-EN)


Member Access—RI WebsiteMember Access—RI Website Go to Go to www.rotary.org and click on and click on

“Member Access” at top right“Member Access” at top right Enter your user name (e-mail Enter your user name (e-mail

address) and password (if you do address) and password (if you do not have one or forgot it, click the not have one or forgot it, click the appropriate box and a password appropriate box and a password will be sent to your e-mail address will be sent to your e-mail address within a few minutes)within a few minutes)

Click “Sign-in”Click “Sign-in”

http://www.rotary.org/


Monthly Contribution Report (MCR)Monthly Contribution Report (MCR)


Club Recognition Summary (CRS)Club Recognition Summary (CRS)


EREY Eligibility ReportEREY Eligibility Report


Donor History ReportDonor History Report In Member AccessIn Member Access—”View Your —”View Your

Contribution History”, then “Individual Reports”Contribution History”, then “Individual Reports”

Donor OverviewDonor Overview Recognition Recognition (MD, BS, PHF, PHS Eligible, EREY, SM)(MD, BS, PHF, PHS Eligible, EREY, SM)

Gifts Gifts (APF, Polio, Permanent Fund cash, Other (APF, Polio, Permanent Fund cash, Other Restricted, pie chart)Restricted, pie chart)

Bequest Society, Benefactor Bequest Society, Benefactor CommitmentsCommitments

Transaction DetailTransaction Detail Contributions/TransfersContributions/Transfers

Administrative ToolsAdministrative ToolsContribution Form (Form 123-EN)Contribution Form (Form 123-EN)

Administrative ToolsAdministrative ToolsRecognition Transfer Form (Form 102-Recognition Transfer Form (Form 102-

EN)EN)

Administrative ToolsAdministrative ToolsMultiple Donor Form (Form 094-EN)Multiple Donor Form (Form 094-EN)

Administrative ToolsAdministrative ToolsRotary Direct Form (Form 712-EN)Rotary Direct Form (Form 712-EN)

Individual Individual Recognition Recognition (TRF)(TRF)

Paul Harris Fellow - $1,000+Paul Harris Fellow - $1,000+

Major Donor - $10,000+Major Donor - $10,000+

Individual Individual Recognition Recognition (TRF)(TRF)

Benefactor - $1,000+Benefactor - $1,000+

Bequest Society - Bequest Society - $10,000+$10,000+

Individual Individual Recognition Recognition (District)(District)

Triple CrownTriple Crown

Paul Harris Society - $1,000+/year to Paul Harris Society - $1,000+/year to APFAPF

• Paul Harris FellowPaul Harris Fellow• RF Sustaining RF Sustaining

MemberMember• BenefactorBenefactor

Recognition PointsRecognition Points

Purpose: Allow one person to give, but Purpose: Allow one person to give, but another to be recognizedanother to be recognized

One point earned for each dollar given One point earned for each dollar given ““Recognition Level”: Can be mixture of Recognition Level”: Can be mixture of

your dollars and another’s points to youyour dollars and another’s points to you Shows in column 4 of your Club Shows in column 4 of your Club

Recognition Summary (CRS)Recognition Summary (CRS) PHF multiple level based on this mixturePHF multiple level based on this mixture Only dollars count toward Major Donor Only dollars count toward Major Donor

statusstatus

Club RecognitionClub Recognition

100% EREY Club100% EREY Club

100% Sustaining Member Club100% Sustaining Member Club

100% Paul Harris Fellow 100% Paul Harris Fellow ClubClub

• $100+ Club $100+ Club Per CapitaPer Capita• 100% Members Give Something to 100% Members Give Something to

APF as of June 30APF as of June 30

• $100+ Club $100+ Club Per CapitaPer Capita• 100% Members Give $100+ to100% Members Give $100+ to

APF as of June 30APF as of June 30

• 100% Members are Paul Harris 100% Members are Paul Harris Fellows as of Any Given DateFellows as of Any Given Date


Top 3 Top 3 Per Capita Per Capita Giving Giving ClubsClubs

Membership ImpactMembership Impact ““Start” number (July 1 membership)Start” number (July 1 membership)

Never changes during yearNever changes during year Used to determine club’s Used to determine club’s per capita per capita

givinggiving ““End” number (June 30 membership)End” number (June 30 membership)

TRF makes name-by-name checkTRF makes name-by-name check Used to determine 100% EREY and 100% Used to determine 100% EREY and 100%

Sustaining Member clubs (see EREY Sustaining Member clubs (see EREY Eligibility Report for club status)Eligibility Report for club status)

Pitfalls abound! Keep donations current Pitfalls abound! Keep donations current with new memberswith new members

TRF Elements in 2013-14 RI TRF Elements in 2013-14 RI Presidential Citation Presidential Citation (do 4 activities from the list of 9 (do 4 activities from the list of 9 below; do 5 for the Citation with Distinction) (March 31 deadline)below; do 5 for the Citation with Distinction) (March 31 deadline)

(required) (required) Participate in a service project Participate in a service project related to one of the Areas of Focusrelated to one of the Areas of Focus

Submit Foundation goals to Rotary Club Submit Foundation goals to Rotary Club CentralCentral

Support PolioPlus by a community fund Support PolioPlus by a community fund raiser, OR by a public awareness campaignraiser, OR by a public awareness campaign

Be a 100% EREY club on March 31Be a 100% EREY club on March 31


TRF Elements in 2013-14 RI TRF Elements in 2013-14 RI Presidential Citation Presidential Citation (continued) (March 31 deadline)(continued) (March 31 deadline)

Be a 100% Sustaining Member club on Be a 100% Sustaining Member club on March 31March 31

Have at least one member contribute to Have at least one member contribute to the Endowment Fundthe Endowment Fund

Have at least 10% of members enroll in Have at least 10% of members enroll in ROTARY DIRECTROTARY DIRECT

Participate in a Global or Packaged GrantParticipate in a Global or Packaged Grant Sponsor or support a Rotary Peace FellowSponsor or support a Rotary Peace Fellow


TRF Elements in 2013-14 Governor’s TRF Elements in 2013-14 Governor’s Citation Citation (do 3 activities from the list of 4 below; do all 4 for (do 3 activities from the list of 4 below; do all 4 for the Citation with Distinction) (May 31 deadline)the Citation with Distinction) (May 31 deadline)

Achieve $200 Achieve $200 per capita per capita APF; all APF; all contributecontribute

Contribute at least $2000 to PolioPlusContribute at least $2000 to PolioPlus Contribute at least $500 to Rotary Peace Contribute at least $500 to Rotary Peace

Centers, Centers, OROR at least one member at least one member attends Rotary Peace Center Conferenceattends Rotary Peace Center Conference

At least 10% of members attend At least 10% of members attend District’s Rotary Foundation SeminarDistrict’s Rotary Foundation Seminar



HumanitarianHumanitarian District Grants (DG)District Grants (DG) Global Grants (GG)Global Grants (GG) PolioPlusPolioPlus

EducationalEducational Vocational Training Teams (VTT)Vocational Training Teams (VTT) Rotary Peace FellowshipsRotary Peace Fellowships Global/District ScholarshipsGlobal/District Scholarships

Areas of FocusAreas of Focus

Peace and Conflict Peace and Conflict Resolution/PreventionResolution/Prevention

Disease Prevention and TreatmentDisease Prevention and Treatment Water and SanitationWater and Sanitation Maternal and Child HealthMaternal and Child Health Basic Education and LiteracyBasic Education and Literacy Economic and Community DevelopmentEconomic and Community Development


District GrantsDistrict Grants Formerly known as District Formerly known as District

Simplified GrantsSimplified Grants 2012-13: 17 projects approved 2012-13: 17 projects approved

involving 35 clubs; typically $1000 involving 35 clubs; typically $1000 per clubper club Total DSG amount disbursed, $44,696Total DSG amount disbursed, $44,696 Total club contributions, $9,300Total club contributions, $9,300 Total other contributions, $15,520Total other contributions, $15,520

District GrantsDistrict Grants District Grants fund smaller, short-term District Grants fund smaller, short-term

activities that address needs in both activities that address needs in both local community and communities local community and communities worldwide. worldwide.

To apply for a District Grant, submit To apply for a District Grant, submit your funding request directly to district your funding request directly to district (not TRF; see district website for (not TRF; see district website for details).details).

Districts may use up to 50 % of their Districts may use up to 50 % of their District Designated Funds to receive one District Designated Funds to receive one “block” District Grant annually. “block” District Grant annually.



District GrantsDistrict Grants 2013-14: 25 projects submitted 2013-14: 25 projects submitted

from 44 clubs; typically $2000 per from 44 clubs; typically $2000 per clubclub

Total requested amount, $74,000Total requested amount, $74,000 Only one application per club Only one application per club

allowedallowed Clubs often partner to increase Clubs often partner to increase

overall grant sizeoverall grant size

QuestionsQuestions

Joe AkkaraJoe AkkaraDistrict Grants ChairDistrict Grants Chair

Rotary Club of Falls ChurchRotary Club of Falls [email protected]


TRF ProgramsTRF ProgramsGlobal GrantsGlobal Grants

Formerly known as Matching GrantsFormerly known as Matching Grants Foundation matches club (0.5 to 1) Foundation matches club (0.5 to 1)

and/or district (1 to 1) funds for projectand/or district (1 to 1) funds for project Requires international partner (host Requires international partner (host

club)club) 2012-13: 13 projects approved or 2012-13: 13 projects approved or

pending; window closed March 31pending; window closed March 31 2013-14: grant sizes increase; budgets 2013-14: grant sizes increase; budgets

must exceed $30,000must exceed $30,000

Determine if your project meets one of the Determine if your project meets one of the six Areas of Focussix Areas of Focus

Locate, contact, and confirm a quality Locate, contact, and confirm a quality international Rotary club (host club)international Rotary club (host club)

Establish funding procedures (breakdown Establish funding procedures (breakdown of how grant will be paid for); talk to of how grant will be paid for); talk to international district AND club to international district AND club to determine their ability to contribute (host determine their ability to contribute (host district DDF?)district DDF?)

Establish multiple points of contact within Establish multiple points of contact within the responsible host club for redundancythe responsible host club for redundancy

Action Items for Global Action Items for Global GrantsGrants

Keep Rotary International and Keep Rotary International and District informedDistrict informed

Keep reports up to dateKeep reports up to date Keep lines of communication Keep lines of communication

between all parties openbetween all parties open Due Diligence – may require Due Diligence – may require

traveling to project sitestraveling to project sites Review NGO or third party work Review NGO or third party work

and credibility if they are and credibility if they are participantsparticipants

Due Diligence for Global Due Diligence for Global GrantsGrants

QuestionsQuestions

Andrew WadeAndrew WadeGlobal Grants ChairGlobal Grants Chair

Rotary Club of Dulles International Rotary Club of Dulles International AirportAirport

[email protected]



PolioPlusPolioPlus Gates grant match complete, but Gates grant match complete, but

eradication isn’t finishederadication isn’t finished ““We’re this close!”We’re this close!” Still endemic in three countries: Still endemic in three countries:

Pakistan, Afghanistan, NigeriaPakistan, Afghanistan, Nigeria India polio-free!India polio-free! Clubs still have polio goal to finish Clubs still have polio goal to finish

jobjob

Finish the FightFinish the Fight

PolioPlus Contributions: Support PolioPlus Contributions: Support distribution of vaccine and community distribution of vaccine and community awareness of immunization benefits.awareness of immunization benefits.

The Problem:The Problem: In past years, clubs were inspired to In past years, clubs were inspired to

contribute to the PolioPlus campaign.contribute to the PolioPlus campaign. Incoming club presidents concerned that Incoming club presidents concerned that

members won’t contribute at same levels.members won’t contribute at same levels. How can clubs build on 2012-13 momentum How can clubs build on 2012-13 momentum

to encourage contributions next year?to encourage contributions next year?

Wild Poliovirus CasesWild Poliovirus Cases

Total casesYear-to-date

2013Year-to-date

2012Total in 2012

Globally 27 53 223

Endemic countries

26 50 217

Non-endemic countries

1 3 6

Polio This WeekPolio This Week In Pakistan, last wild poliovirus type 3 In Pakistan, last wild poliovirus type 3

(WPV3) case in Asia occurred April 18, (WPV3) case in Asia occurred April 18, 2012. 2012.

In Somalia, the first case (WPV1) of In Somalia, the first case (WPV1) of polio since 2007 was reported April 18, polio since 2007 was reported April 18, 2013. Team there now doing genetic 2013. Team there now doing genetic testing to find origin; will also hold 3 testing to find origin; will also hold 3 NIDs vaccinating over 350,000 children NIDs vaccinating over 350,000 children under the age of 5.under the age of 5.

Globally, WPV3 transmission is at lowest Globally, WPV3 transmission is at lowest level ever recorded. Over past six level ever recorded. Over past six months, only one case due to this strain months, only one case due to this strain was reported worldwide (in Nigeria).was reported worldwide (in Nigeria).

Polio This WeekPolio This Week

Global Vaccine Summit was held April Global Vaccine Summit was held April 24-25, 2013 in Abu Dhabi, hosted by 24-25, 2013 in Abu Dhabi, hosted by Abu Dhabi Crown Prince, Bill Gates, and Abu Dhabi Crown Prince, Bill Gates, and the UN General-Secretary. the UN General-Secretary.

Summit endorsed critical role that Summit endorsed critical role that vaccines and immunization play in vaccines and immunization play in saving lives and protecting children saving lives and protecting children from preventable diseases such as from preventable diseases such as polio. polio.

Leaders pledged $4 Billion of the $5.5 Leaders pledged $4 Billion of the $5.5 Billion needed!Billion needed!

QuestionsQuestions

Colleen BonadonnaColleen BonadonnaDistrict PolioPlus ChairDistrict PolioPlus Chair

Rotary Club of West PointRotary Club of West [email protected]



Vocational Training TeamsVocational Training Teams Formerly Group Study Exchange Formerly Group Study Exchange

(GSE)(GSE) 2012-13: GSE with Australia 2012-13: GSE with Australia

D9465D9465 2013-14: Entirely open; could be:2013-14: Entirely open; could be:

One-way “GSE look-alike” comes hereOne-way “GSE look-alike” comes here One-way VTT goes in connection with One-way VTT goes in connection with

grantgrant Significantly increased flexibilitySignificantly increased flexibility

No age restrictionsNo age restrictions Rotarian leader plus Rotarian/non-Rotarian leader plus Rotarian/non-

Rotarian mix of membersRotarian mix of members Flexible durationFlexible duration


Vocational Training TeamsVocational Training Teams Tied to Area of FocusTied to Area of Focus Thrust: More vocational training, Thrust: More vocational training,

less sightseeing and social; less sightseeing and social; oriented to specific missionoriented to specific mission

Find own partner if want Find own partner if want exchangeexchange

Worked as grant; budget Worked as grant; budget determines typedetermines type Over $30,000: Global GrantOver $30,000: Global Grant Under $30,000: District GrantUnder $30,000: District Grant

QuestionsQuestions

PDG Andy Turner PDG Andy Turner District VTT Co-ChairDistrict VTT Co-Chair

Rotary Club of Mount VernonRotary Club of Mount [email protected]

Michelle PetersMichelle PetersDistrict VTT Co-ChairDistrict VTT Co-Chair

Rotary Club of Bailey’s Rotary Club of Bailey’s CrossroadsCrossroads

[email protected]



TRF ProgramsTRF ProgramsRotary Peace FellowshipsRotary Peace Fellowships

International Studies in Peace and International Studies in Peace and Conflict ResolutionConflict ResolutionMaster’s degree programMaster’s degree program

50 fellows selected per year50 fellows selected per year Study at one of five Rotary Peace Study at one of five Rotary Peace

Centers (USA, England, Japan, Centers (USA, England, Japan, Australia, Sweden)Australia, Sweden)

Professional development certificate Professional development certificate 3 months intensive study - Thailand3 months intensive study - Thailand 2 cohorts of 25 fellows each per year2 cohorts of 25 fellows each per year


Rotary Peace FellowshipsRotary Peace Fellowships

2013-2014 Calendar - 2013-2014 Calendar - TentativeTentativeApplications for programs starting in 2015-16Applications for programs starting in 2015-16May 4, 2014 – Applications to sponsor clubsMay 4, 2014 – Applications to sponsor clubsMay 18, 2014 – Applications to District chair May 18, 2014 – Applications to District chair

With club endorsementWith club endorsement

June 2014 – District applicant interviewsJune 2014 – District applicant interviews District forwards nominations to TRF by July 1District forwards nominations to TRF by July 1

Nov-Dec 2014 – TRF notifies candidates of Nov-Dec 2014 – TRF notifies candidates of resultsresults

TRF ProgramsTRF ProgramsRotary Peace FellowshipsRotary Peace Fellowships

Resources and ContactsResources and ContactsDistrict Chair, Rotary Peace Fellows Program

Lester Schoene [email protected] 703.628.8346

Rotary Website www.Rotary.org Rotary Peace Centers

Rotary Peace Fellowships Brochure (084-EN) http://www.rotary.org/RIdocuments/en_pdf/084en.pdf

Rotary Centers for International Studies Alumni Brochure (092-EN) http://www.rotary.org/RIdocuments/en_pdf/092en.pdf

Rotary World Peace Fellowship Application (083-EN)Program Guide for Rotarians (085-EN)

http://www.rotary.org/RIdocuments/en_pdf/085en.pdf

QuestionsQuestions

Lester SchoeneLester SchoeneDistrict Rotary Peace Fellowships District Rotary Peace Fellowships

ChairChairRotary Club of AnnandaleRotary Club of Annandale

[email protected] [email protected]


Scholarships—Key PointsScholarships—Key PointsOffer more options than beforeOffer more options than beforeAre an integral part of the Are an integral part of the grant processgrant process

Global GrantGlobal Grant District GrantDistrict Grant

Use an online application Use an online application processprocess

Global scholarships are intended Global scholarships are intended to provide to provide sustainablesustainable, , high high impactimpact outcomesoutcomes in one of in one of Rotary’s six Areas of FocusRotary’s six Areas of Focus

Global grant scholars are Global grant scholars are individuals who are pursuing a individuals who are pursuing a career in one of these areascareer in one of these areas

Global Grant ScholarshipsGlobal Grant Scholarships

Graduate levelGraduate level One to four yearsOne to four years Must be related to a TRF Area of FocusMust be related to a TRF Area of Focus Must study abroadMust study abroad Must be accepted for admissionMust be accepted for admission Must pass TRF approved language testMust pass TRF approved language test International Sponsor (Club or District)International Sponsor (Club or District) Host Sponsor (Club or District)Host Sponsor (Club or District)

Global Grant ScholarshipsGlobal Grant Scholarships

Global Grant ScholarshipsGlobal Grant Scholarships“New” Responsibilities“New” Responsibilities

Develop criteria & process for selectionDevelop criteria & process for selection www.rotary7610.org/www.rotary7610.org/

2013ScholarGrants.html2013ScholarGrants.html Develop publicity campaignDevelop publicity campaign Select scholar(s)Select scholar(s) Contact Host District TRF ChairContact Host District TRF Chair

Describe scholarship detailsDescribe scholarship details Introduce scholar(s)Introduce scholar(s) Request designation of host RotarianRequest designation of host Rotarian

Apply to Foundation for GrantApply to Foundation for Grant Develop a budget with scholar(s)Develop a budget with scholar(s)

Global Grant ScholarshipsGlobal Grant ScholarshipsFundingFunding

DDF funds half ($15k) *DDF funds half ($15k) * TRF World Fund provides half ($15k)TRF World Fund provides half ($15k)

OROR Club(s) provides cash ($20k)Club(s) provides cash ($20k) TRF WF provides 50% match ($10k)TRF WF provides 50% match ($10k) Develop budget(s) with scholar(s)Develop budget(s) with scholar(s)

*From year approved*From year approved

Global Grant ScheduleGlobal Grant Schedule

Procedural Step Date

Clubs submit application to District Scholarship Chair.

15 September 2013

District interviews all Global Scholarship applicants.

2 November 2013

Obtain partner district(s) in the country(ies) of study.

NLT 15 November 2013

Prepare online application w/ host district & applicant.

3 Nov 2013 to 15 Jan 2014

Submit online application for TRF approval. 15 January 2014

Scholar(s) attend Rotary Zone 33 Orientation. Mid-January 2014

Scholar(s) obtain required travel documents (visa(s), etc.)

NLT 1 May 2014

Arrange for transportation to country(ies) of study NLT 15 June 2014

District Grant ScholarshipsDistrict Grant Scholarships

No restrictions on No restrictions on Level (university or graduate)Level (university or graduate) Length of studyLength of study Area of studyArea of study Location of study Location of study

District determinesDistrict determines Criteria for awardCriteria for award Selection processSelection process Amount of award (≤ $15k)Amount of award (≤ $15k) How to publicize availabilityHow to publicize availability

QuestionsQuestions

Joe LuquireJoe LuquireDistrict Scholarship ChairDistrict Scholarship Chair

Rotary Club of Bailey’s Rotary Club of Bailey’s CrossroadsCrossroads

[email protected]@earthlink.net

Grant StewardshipGrant Stewardship

Stewardship is the responsible Stewardship is the responsible management and oversight of management and oversight of grant funds, including: grant funds, including: Rotarian supervision Rotarian supervision Financial records reviewFinancial records review Oversight of fundsOversight of funds Reporting irregularitiesReporting irregularities Timely submission of reportsTimely submission of reports

QualificationQualification• Requirements Requirements

• Attend a grant management seminarAttend a grant management seminar• Submit signed club MOUSubmit signed club MOU

• Maintaining QualificationMaintaining Qualification• Follow terms of club MOUFollow terms of club MOU• Appoint club member/committee to manage Appoint club member/committee to manage

club qualificationclub qualification• Fully implement stewardship practices to Fully implement stewardship practices to

prevent misuse of fundsprevent misuse of funds

Financial Management PlanFinancial Management Plan

• Bank account for fundsBank account for funds• Distributing fundsDistributing funds• Use checks/bank cards to track Use checks/bank cards to track

fundsfunds• Detailed ledgerDetailed ledger• Include local lawsInclude local laws

Document RetentionDocument Retention

• Provide accessProvide access• Retain for a minimum of five Retain for a minimum of five

yearsyears• Make copiesMake copies

Conflict of InterestConflict of Interest

• Exists when a Rotarian benefits Exists when a Rotarian benefits financially or personally from a financially or personally from a grantgrant

• Benefit can be direct (the Benefit can be direct (the Rotarian benefits) or indirect (an Rotarian benefits) or indirect (an associate of the Rotarian associate of the Rotarian benefits)benefits)

QuestionsQuestions

PDG Travis WhitePDG Travis WhiteFoundation Stewardship ChairFoundation Stewardship Chair

Rotary Club of BurkeRotary Club of [email protected] [email protected]

TRF CalendarTRF Calendar May 12, 2013May 12, 2013 Peace Fellow ApplicationsPeace Fellow Applications June 11, 2013June 11, 2013 Peace Fellow InterviewsPeace Fellow Interviews June 15, 2013June 15, 2013 Final District Grant ApplicationsFinal District Grant Applications July 1, 2013July 1, 2013 Global Grant Window OpensGlobal Grant Window Opens September 15, 2013September 15, 2013 Global Scholar ApplicationsGlobal Scholar Applications September 28, 2013September 28, 2013 District Foundation SeminarDistrict Foundation Seminar November 2, 2013November 2, 2013 Global Scholar InterviewsGlobal Scholar Interviews November 23, 2013November 23, 2013 District Foundation BanquetDistrict Foundation Banquet January 1, 2014January 1, 2014 District Grant Progress ReportsDistrict Grant Progress Reports March 31, 2014March 31, 2014 District Grant ApplicationsDistrict Grant Applications May 1, 2014May 1, 2014 District Grant Final ReportsDistrict Grant Final Reports

PDG Chuck DavidsonPDG Chuck Davidson

District Rotary Foundation District Rotary Foundation ChairChair

Rotary Club of SpringfieldRotary Club of Springfield

[email protected] [email protected]

the rotary foundation 2013 clts

Documents

club leaders

enmultiple donor form

enrotary direct form

phs eligible

phs wings

membersgrowing phs members

annual fund

contribution history