2016 ROTARY INTERNATIONAL CONVENTION

STEWARDSHIP Ensuring your gifts make an impact!

STEWARDSHIP:

The responsible oversight and protection of something considered worth caring for and preserving

STEWARDSHIP:

A way of life at The Rotary Foundation

STEWARDSHIP IS WHO WE ARE

Assuring GrantQuality

Ensuring Impact

Stewardship is not a single action – it is a value that links staff and volunteers.

Managing YourDonations

MANAGING YOUR DONATIONS

Stewardship begins with the receipt of contributions and continues through payment and use of funds

ContributionsInvestmentsPayments for programs and operations

MANAGING YOUR DONATIONS

TRF Investment Booklets Trustee Oversight Investment Committee Investment Advisor Investment Managers Staff Investment Professionals Investment Policy Statement Monthly Reporting

The Rotary Foundation Funding Model

The Operating Reserve

MANAGING YOUR DONATIONS

$

ASSURING GRANT QUALITY

_Sustainability EnduringImpact

Enduring Impact - providing long-term solutions to community problems that community members themselves can support after grant funding ends. 

Larger $ Value +

=

ASSURING GRANT QUALITY

Program StrengthsIncreasing Rotarian preparedness to participate in Rotary GrantsIncreasing participation in Rotary GrantsHigh support for the $30,000 minimum budgetHigh support for sustainability concept Improved satisfaction with the online system since launch

BUT WE KEEP LISTENING!

ASSURING GRANT QUALITY

Opportunities Develop new grant type to support projects of significance in the areas

of focus Continue to communicate recent improvements in training to increase

awareness about resources Improve targeted areas of dissatisfaction with the online tool Further improvements to helping clubs find project partners and

increase participation in Rotary Grants

ASSURING GRANT QUALITY

Key ThemesSustainability remains an important improvement over the traditional grant model.

“We’ve always been a big matching grants district. But they would be here, there and everywhere. You go back in three years, and maybe there’d be an old Rotary wheel in the trash heap from a well that went dry.”

[Hawaii Focus Group]

“I think, if done properly, it can make more impact in the communities that we want to help rather than the old grant model, which is not so focused on sustainability.”

[Philippines Focus Group]

ENSURING IMPACT

Staff Ensuring Impact

COLLABORATION THAT DRIVES VALUE:Trustees, Cadre, Staff

Volunteers + =

ENSURING IMPACT

WE ARE THE CADRE:Provide technical expertise and advice to Rotarians planning

and implementing Rotary grant projects around the world

ENSURING IMPACT

MembershipOver 600 Rotarians from 67 different countries & geographic regions

Activity in 2015-16275 Formal TRF Assignments (April 2016)$40.7million – total funding of the projects evaluatedInvolvement from project’s start to completion

ENSURING IMPACT

• Proactive monitoring – audits and programmatic review• Feedback meetings and written follow-up • Regular reports to the Trustees

STEWARDSHIP IS WHO WE ARE

Assuring GrantQuality

Ensuring Projects Make a

Difference

Stewardship – Ensures Rotarians that their contributions “DO GOOD IN THE WORLD”

Managing YourDonations

“…The Rotary Foundation has gained prominence on the world stage. Governments trust us, and nongovernmental organizations want to partner with us to achieve mutual goals. Our careful stewardship of funds has been recognized as well.”

-Jonathan Majiyagbe, June 2008

LEARN MORE!

About Investmentshttps://www.rotary.org/myrotary/en/document/rotary-foundation-investment-information

About Global Grantshttps://www.rotary.org/myrotary/en/document/guide-global-grants

About the Cadre   https://www.rotary.org/myrotary/en/take-action/apply-grants/cadre-technical-advisers

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