The charitable arm of RotaryMichel P. JazzarRI Representative to United Nations-ESCWA 2014-2015PolioPlus D.2452 Subcommittee chairman 2014-2015

RC Beirut Hills, 19 November 2014

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Words of thanks…

The Rotary Foundation is seen

differently!

This is November — Foundation month for Rotary 

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Words of thanks…

The Rotary Foundation is seen under a new light

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Introduction: TRF=“Doing good”

• Charity‡ Service: “The magic transformation”• TRF goals 2014-15 & administration: “TRF is so unique” • Eradicate polio : “We are this close” : the entire world has

followed us : +1.3 billion USD• Peace Centers: “Peace is possible” : EF 125M $ for peace• Grants: “Change lives” • Funding: “Our Foundation”

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Electric trans Trans AC 10V/250mA

What in common between

and

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What is the difference between charity and service?

CHARITY is offering your RESOURCES. الحسنة

SERVICE is offering your TALENTS and ABILITIES. الخدمة

The action of charity puts clothes on a person needing clothes and feeds a person needing food.

A Service is a set of actions or solutions that are put in place or are performed to provide a repeatable and consistent set of outcomes.

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Internal vs. External RelationsCharitable

=When it comes to fund [money],

Project/DAF/Programs

Service=

When it comes to concretize a project

Internal relations=

Club – District – TRF

External relations=

Community needs [associations]

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Transformation

Club-in: Charity

Club-out: Service

Fundraising Projects

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T

R

F

he

otary

oundation

T

R

F

ransforms

otarians’

undraising

T

R

F

o

eal

acts

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TRF transformstransforms gifts [charity]

into projects [service]

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TRF MISSION

World Understanding • Goodwill • Peace

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TRF Administration

ChairpersonTrustees: 1+14G.SStaff: HQ+ Regional offices

Non-profit associationHas one member : The Rotary International

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2014-15 Rotary Foundation Trustee

John Kenny, Foundation Trustee ChairFoundation Trustee Chair

Trustees are appointed to four-year terms by the RI president, with approval

from the RI Board of Directors.

GS

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GROWTH OF THE FOUNDATION

The first donation of $26.50 was given in 1917. In 1929, the Foundation made its first gift of $500

to the International Society for Crippled Children. When Rotary founder Paul Harris died in 1947,

contributions began pouring in to Rotary International, and the Paul Harris Memorial Fund was created to build the Foundation.

Since the first donation of $26.50 in 1917, the Foundation has received contributions totaling more than $1 billion in 2013.

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TRF Financing: by Rotarians & friendsI WANT TO SUPPORT ROTARY'S CURRENT WORKANNUAL FUND AND SHARE

I WANT TO SUPPORT ROTARY'S FUTUREENDOWMENT FUND

I WANT TO SUPPORT A POLIO-FREE WORLDPOLIOPLUS FUND

I WANT TO SUPPORT A SPECIFIC CAUSEYou can designate your gift to support one or more of Rotary's top priorities : 6AOF.I WANT TO SUPPORT A SPECIFIC PROJECTGIVE TO A FOUNDATION-APPROVED PROJECTGIVE TO PROJECTS IN YOUR COMMUNITY

RPC - MGI

Share system

Polio challenge BMGF 2013-2018

RPC

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Fundraising Initiatives 2014-2015

16

June 201330 June 2015

30 June 2015

$125 million

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Rotary Foundation Funding

Investment Earnings

District Designated Fund(DDF)

TRF Funding

SHARE

World Fund

RotarianContributions

• Bequest commitments• Life insurance• Marketable securities• Real estate• Charitable trusts or annuities• Benefactor• Bequest Society• Major Donor• Arch C. Klumph Society

• Every Rotarian, Every Year• PH Sustaining Member• Paul Harris Fellow• Paul Harris Society• Major Donor• Arch C. Klumph Society

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Courtesy PP Ronald Farra

100

$

$$$

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SHARE System

Unused DDF rolls forward for GGsto the next year;

districts notified in August

2015-162011-12 2012-13 2013-14 2014-15

Unused DDF is calculated; districts notified in May

Funds raised

Funds spent

District can also decide to donate it to PolioPlus or Rotary Peace Centers.

PDG Assem Abdelrazek

PDG Usama Barghouti

D.2452

PDG Jamil Mouawad

DGN Mostafa Nasreddine

DG Khalil Al Sharif

2016-17

DGD Saed Ben Bilaila

50%

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DDF 2014-2015

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Foundation Goals for 2014-15

1. the eradication of the poliovirus 2. support Rotary's own charity, The Rotary

Foundation,3. ensure the progress of our new grants

program 4. promoting and publicizing the Rotary

Peace Centers program5. the future of our Foundation is in all our

hands

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TRF Programs

PolioPlusPeace CentersGrants

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Polio Eradication story

1979: 3H project - Philippines1985: PolioPlus Program

launching1988: GPEI

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1988: Polio eradication partnerships Rotary International is a spearheading partner in the

Global Polio Eradication Initiative - GPEI along with: 1.World Health Organization - WHO 2.UNICEF3.CDC_US Centers for Disease Control &

Prevention Other partners include:• The Bill & Melinda Gates Foundation • and donor governments.• Local MOPH

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POLIOPLUS [P+]

POLIO+ GRANTS• NIDs & monitoring.• “General P+ Fund” &

DDF.• Proposals are

submitted by major partners & national PPCC .

• Trustees approve P+ grants.

• support urgent social mobilization and surveillance projects.

• funded from the “general P+ Fund”.

• from national PPCC.• approved on a rolling

basis.

POLIO+PARTNERS GRANTS

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2013-2018: POLIO END GAME2013-2018: POLIO END GAME$43.6M Rotary’s contribution to Polio

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$43.6M Rotary’s contribution to Polio15.1 million for Eastern Mediterranean Region-EMR: Egypt, Lebanon,

Jordan, Syria, Palestine…5.7 million for Afghanistan5.6 million for Pakistan3.6 million for the Iraq $ 6.5 million for Nigeria4.77 million for Ethiopia4.15 million for the Democratic Republic of the Congo3.45 million for Chad4.7 million for surveillance activities and technical support in Africa2.6 million for the India1.65 million for WHO research activities$ 148,000 for monitoring activities in the Eastern Mediterranean region.$ 470,000 for monitoring activities in the Southeast Asia region.

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POLIO: TAKE ACTION

1.EDUCATE2.ADVOCATE3.FUNDRAISE

How might Rotarians use their role to transform themselves, others, and their organizations?

Rotarians light up when they talk about their involvement

http://www.endpolio.org/take-action

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ROTARY PEACE FELLOWSHIPS

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ROTARY PEACE FELLOWSHIPS: Purpose• Supporting and advancing research,

teaching, publication, and practical field• Inspiring people to work for a culture of

peace and tolerance• Providing advanced international

educational opportunities• Providing a means for TRF and Rotarians

to increase their effectiveness in promoting greater tolerance and cooperation among peoples

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RPC program offers 2 optionsMaster’s Degree Professional Development

Certificate

Five centers, six universities One center, one university

15- to 24-month course Three-month course

Study timelines differ according to each university’s schedule

Two sessions per year, January-April and June August‑

10 new fellows at each center per year, totaling up to 50 per year

Up to 25 fellows in each session, up to 50 per year

Two- to three-month applied field experience during summer break

Two to three weeks of field study incorporated into curriculum

Building the leaders of tomorrow Strengthening the leaders of today

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6 Rotary Peace Centers @ 7 UniversitiesHeadBullets

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Peace: we are all concerned

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RPF Alumni around the World

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District 2452, starting 2013-14

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District 2452, starting 2013-14Professional Development

CertificatePalestine

Malaka SamaraChula University: 3

months12000$NGOs-MSF

Master degree

JordanChristina KhouryBradford University: 2

years75000$Lawyer

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PEACE: ROTARIANS ROLE

1. Promoting Rotary Peace Fellowships

2. Fellow selection 3. Funding 4. Orientation/Hosting/Alumni

How might Rotarians use their role to transform themselves, others, and their organizations?

Rotarians light up when they talk about their involvement

085_En-Fr

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084-Ar: Promoting Rotary Peace Fellowships

1st edition: 2014

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GRANTS: SERVE TO CHANGE LIVES• D. GRANTS• G. GRANTS• AOF• SUSTANIBILITY• SCHOLARSHIPS• VTTs• QUALIF. & STEW.• PROCESS• REPORT

Rotary Foundation grants support

Rotarians’ efforts to change lives

and serve communities.

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GRANTS: SERVE TO CHANGE LIVES• D. GRANTS• G. GRANTS• AOF• SUSTANIBILITY• SCHOLARSHIPS• VTTs• QUALIF. & STEW.• PROCESS• REPORT

Rotary Foundation grants support

Rotarians’ efforts to change lives

and serve communities.

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The ratings were compiled by the Financial Times in association with the Dalberg Global Development Advisers and the United Nations Global Compact.

Why new model for TRF grants now?

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Which of these NGOs was ranked BEST ?

• Rotary International, • Habitat for Humanity,• LIONS, • UNESCO,• UNICEF.

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LCIF Ranked Best NGO Worldwide

Report dated July 5, 2007

Lions Clubs International Foundation (LCIF)

LIONS CLUBS INTERNATIONAL FOUNDATION

http://www.edmclion.com/HotTopics.html http://www.lcif.org/EN/about-us/accolades.php

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2007

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2007

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Why did TRF change the grant model?

• Use TRF limited resources more effectively. • In 2007, the Foundation spent 20 percent of its

program budget on long-term activities with high impact, and 80 percent on short-term activities with minimal impact.

• The new grant model will reverse that: 80 percent of the program budget will support high-impact, sustainable projects.

• The new grant model will also help meet the priorities and goals of Rotary's strategic plan 6AoF.

• Increase Districts’ accountability & responsibilities.

48

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Charity Navigator, US national serviceJune 2013

http://www.charitynavigator.org/index.cfm?bay=search.summary&orgid=4005#.VGcmzjSUfTo

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Grants’ namesDistrict Grants Global Grants

50

to enable Rotarians to advance world

understanding, goodwill, and peace through the improvement of health,

the support of education, and the alleviation of

poverty

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District grants

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50% of Perm. Fund Share

earnings

Slide 52

50% of new DDF from

three years previous

Total available funds for

District Grant

Districts communicate

with clubs and collect

project ideas(planning

phase)

Districts receive block

grant, distribute to

clubs and report to TRF

(implement / report phase)

District submitsproposed

spending planfor selected

projects(apply phase)

Activities align with TRF mission

(review phase)

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DDF 2014-2015

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GLOBAL GRANTS

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TRF Funding(Match 50% for cash

100% for DDF)

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Club & District

Funding (cash + DDF +

partners)

Total project funding for

Global Grant

Grant review, decision, payment

(decision/payment phase)

Complete application readiness check and

apply(apply phase)

Implement and report on

grant (implementation /

report phase)

Conduct Community AssessmentDetermine

activity and area of focus

(planning/design)

Min. US$15,000 Min. US$30,000

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SCHOLARSHIPS

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SCHOLARSHIPS

Club & District

• NO RESTRICTIONS ON THE LEVEL (SECONDARY, UNIVERSITY, OR GRADUATE), LENGTH, LOCATION (LOCAL OR INTERNATIONAL), OR AREA OF STUDY

• NO RESTRICTIONS ON THE DOLLAR AMOUNT FOR THE SCHOLARSHIPS

Global GrantsMAY BE USED TO PROVIDE FUNDING FOR

ACADEMIC STUDIES PROVIDED THAT THEY:

• FUND GRADUATE-LEVEL STUDY THAT RELATES TO ONE OR MORE OF THE AREAS OF FOCUS

• FUND STUDIES FOR A TERM OF 1 TO 4 ACADEMIC YEARS

• SPONSOR THE ACADEMIC STUDIES OF AN INDIVIDUAL TRAVELING FROM THE INTERNATIONAL SPONSOR DISTRICT TO THE HOST SPONSOR DISTRICT

57

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VOCATIONAL TRAINING TEAMS-VTTs

• Club’s scale• District’s scale• International grant

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AREAS OF FOCUS

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The most successful and sustainable Rotary service tends to

fall within one of the following six areas:six areas:1.Peace and conflict prevention/resolution2.Disease prevention and treatment3.Water and sanitation4.Maternal and child health5.Basic education and literacy6.Economic and community development

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GRANTS: ROTARIANS ROLEHow might Rotarians use their role to transform themselves, others, and their organizations?

Rotarians light up when they talk about their involvement

Information/seminars/webinarsCommunity needs/project sustainableClub involvement Fundraising/partnershipInternational sponsorsStewardship

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Community needs: we are citizens of the world

We serve to change lives to better

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RESOURCES 219_en_fr

THE ROTARY FOUNDATIONREFERENCE

GUIDE

www.rotary.org

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Résumé: Programs

Eradicate polio

Peace Centers Grants sInnovative partnerships & projects

1 2 3 4

Since 2002Since 1985 Since 1947 2013-14

District Grants

Scholars VTTs

Partners50 Certificate

50 master

GPEIRCs Districts

Global Grants

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Résumé: Financing

Eradicate polio

Peace Centers Rotary grant model

Innovative partnerships & projects

1 2 3 4

125 M $+1.3 billion $ +1 billion $ Case/case

EREY WF PartnersRCs Districts

EFBMGF

Contributions to TRF are always voluntary, never required

earningsRCs Districts

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Why TRF is so unique? The Rotary Foundation is unique in

that :it is supported by contributions

from Rotarians, for programs/projectsprograms/projects identified by Rotarians,

it is managed by Rotarians at the program/project site program/project site in all Rotary countries.

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Remember that:

The Rotary Foundation

is our Foundation.

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Rotarians keep in mind

Polio: no one is safePeace: we are all concernedGrants: we change livesAlumni: they are prospective

Rotarians

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jazzar@micheljazzar.com jazzar1951

/michel.jazzar michel jazzar @jazzar

@ /rirunescwa

www.micheljazzar.com

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