Welcome to the website for all aspects of Our Rotary Foundation (Rotary's own charity) in Rotary District 1060 (a large portion of the West Midlands, all of Warwickshire and elements of Staffordshire and Worcestershire). For other information relating to District 1060, please see the main website - 1060.org.uk.
If you are unable to see the menu bar for this website, please look for a 'triple bar' icon and tap / click it to reveal the menu. This is a way of saving space on smaller screen devices such as phones and tablets.
Please take a look at the Download menu as it contains a number of helpful files, including variations of the standard Club Foundation Presentation. You may want to try out this presentation with included narration. With a good speaker system, this can be used for a group as a vehicle for delivering training. Please note that you can 'hide' slides if they are not relevant for your needs and the corresponding narrative will be skipped.
Don’t forget polio – the polio viruses have not forgotten us.
Rotary International is committed to continue the eradication of polio campaign until the WHO declares polio is eradicated. By this it means the interruption of the transmission of polio viruses for at least three years, in the presence of certified surveillance and when all polio virus stocks have been contained.
|2018 to 16 October 2018
|2017 to 17 October 2017
|2017 full year
|2016 full year
|2015 full year
|2014 full year
Read more: End Polio Now Position - 16th October 2018
We have started the cycle for the 2018-19 District Grant. Our 'block grant' from the Rotary Foundation was approved on the 27th November,so we should soon be in a position to issue cheques to those who have completed their full application form and had it approved. There will be some funding left over, so it is still worth submitting new project ideas.
The simplest form of project here is where something is purchased to meet a community need (either locally or internationally). The cost breakdown or estimates can be used to support the proposal and ultimately the application for the project and the invoice or receipts can be used to support the final report. The Club needs to put in at least 50% of the total costs, with the grant providing the rest. There are some restrictions, so it is best to review the Foundation Terms & Conditions before submitting the proposal.
The proposal form can be found via the Downloads menu in the Forms category - or via this direct link. Once completed, the form can be emailed to Brian Phillips, our District Foundation Grants Officer, via the email address on the form, or via our Contact Us page.
If your Club hasn't done so already, please complete a Memo of Understanding and send it in to Brian.
Please note that once we have allocated and dispersed all the funding from the 2018-19 District Grant, we will be able to apply for the 2019-20 District Grant - given sufficient project proposals to reach at least 80% of the maximum.
The 24th October is designated World Polio Day and is clearly a great opportunity to gain publicity and raise awareness for Rotary's Polio Eradication campaign. A variety of materials are available to support any activity planned around that time. This article is intended to provide a focal point to make it easier to find and take advantage of those resources. Of course, there is nothing to stop this material being used for other event throughout the year.
Unfortunately, there are no Crocus Lapel Badges available from the District Foundation team. The next supply is expected in time for Rotary Day in February 2019.
The Support Centre at Alcester is a good place to try for pull-up signs, but do bear in mind that there will be heavy demand as the 24th October comes up. Their website does have a lot of useful templates for press releases, leaflets, signage and posters. The Purple4Polio page is in the Members area, so will need you to sign in first. The key items are also available here from the Downloads section without the need to sign-in.
End Polio Now Guernsey Shop - one of the best places for branded EPN merchandise.
End Polio Now Newsletter for Zone 17 & 18a - the October edition of the newsletter with some useful current information.
Advocacy - Template letter to send to your local MP - a helpful thank you communication around the UK's recent donation.
World Polio Day Resource Centre
British Polio Fellowship
Global Polio Eradication Initiative - one of the best places for up to date figures
Register your event - a useful way to make your activity known.
Crocus Planting Guide - if you have received your corms and need some guidance.
Note that the latest status of the Polio Eradication is published each week and is usually available on this website within a few days.
If you leave something to charity in your will, then it won’t count towards the total taxable value of your estate. This is called leaving a ‘charitable legacy’.
You can also cut the Inheritance Tax rate on the rest of your estate from 40% to 36%, if you leave at least 10% of your ‘net estate’ to a charity.
To illustrate how this would work, let’s say that when you died:
- your net estate was worth £425,000
- in your will, you left it all to your partner who lives with you
- you have your full Inheritance Tax allowance (currently £325,000 for the 2018/19 tax year)
- you weren’t married or in a civil partnership (the spouse exemption is not available if you are not married)
- thus, the ‘net estate’ is £100,000 (i.e. £425,000 minus £325,000). And there is Inheritance Tax to pay on £100,000 at a rate of 40%
- so, your estate would have to pay a tax bill of £40,000 (i.e. 40% of £100,000).
Read more: Legacy Giving - RFUK not TRF
It can be a little confusing, but all our dealings with the Rotary Foundation tend to be in dollars as the targets and thresholds are set globally. There is only one Rotary Foundation and it covers the entire globe. The actual funds need to be held somewhere and that somewhere happens to be the USA. By paying funds into the Foundation, we are not 'sending money to the Americans', but contributing to a single global entity which supports Rotary Clubs in their work to 'Do Good in the World'.
In our part of the world, we can donate via the Rotary Foundation (UK) or RF(UK) for short. RF(UK) is a registered UK charity, which has a double benefit for us. Not only does it allow us to donate to the Rotary Foundation in Sterling, but it also allows us to take advantage of Gift Aid. All we have to do is to fill in a Gift Aid declaration and send it to the RF(UK) team in Alcester. They provide a reference to use for Standing Orders, or other direct bank payments, and they will handle all the paperwork on our behalf. RF(UK) act as a gateway to the Rotary Foundation itself, covering the exchange rate conversions and international transfers so that all the funds ultimately end up in the global account in dollars.
Read more: Regular Donors
A key area of the District Foundation Committee's work is around the Stewardship of the GrantFunds we disperse. The reports that are produced from the Club's running grant funded projects need to be reviewed with the expectation that we could be audited at some point. To help Rotarians compile these reports, we have listed below the criteria that will be used in the review. This should increase the chances of the report being accepted on the first attempt and save time for both the author and the reviewer.
- Is the report in a satisfactory form - using the official proforma?
- Were the recipients those mentioned in the application?
- Has the service been delivered, or the item(s) acquired?
- What attempts at publicising the project have been made?
- Final balance sheet required, with copies of receipts or other evidence?
- Is the sign-off the name of the primary or secondary contact on the application?
If your report meets all the elements of this checklist, it is very likely that it will be accepted.