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Rotary Foundation - Forms & Downloads

 

To open or download any of the document below, simply CLICK on the name of the document.

 

CLUB AND MEMBER CONTRIBUTIONS

The forms and documents in this section are to facilitate support for The Rotary Foundation by District clubs as well as individual Rotarians.  All forms should be submitted to the District Foundation Administrator:
 
 

TRF Member Commitment Form

This form is for individual Rotarians to make an annual pledge to support The Rotary Foundation.  It is part of Rotary's "Every Member, Every Year" campaign to encourage Rotarians to be regular supporters of the foundation.  Clubs are encouraged to use this form to promote a total club commitment To the Rotary Foundation (such as a Centurian or Sustaining Member)
 
  • TRF Member Commitment Form

TRF Bank Authorisation Form

This form is for use by individual Rotarians to authorise their bank to make regular automatic contributions to the Rotary Foundation.  The form allows the donor to specific the amount and the frequency of the automatic contributions as well as the period of time (for example:  $20 per month for 2 years)
 
  • TRF Bank Authorisation Form

TRF Multi-Donor Form 

This form is for use by the individual in the club (typically the Treasurer) responsible for reporting club and member contributions to The Rotary Foundation.  This single form is for reporting both club contributions as well as individual contributions.  It is the key form to insure that proper credit is given by for:
  1. Club contributions and for Paul Harris Fellow credits
  2. Club recognition for district Foundation support
  3. Individual recognition and tax deduction credit
  • TRF Multi-Donor Form 

TRF Paul Harris Fellow Award application

This form is to be completed when applying for a Paul Harris Fellow Award.  Clubs must have at least 1000 recognition points recorded (i.e. USD$1,000 contribution to The Rotary Foundation) before submitting an application.  Clubs should allow four weeks for this application to be processed and shipping of the award certificate and pin.
 
  • TRF Paul Harris Fellow Award application

TRF Annual Giving Brochure

This brochure provides information about District 9930's programme for encouraging individual support to The Rotary Foundation.  It is a good tool for club's to give to all their members 
 
  • TRF Annual Giving Brochure
 

DISTRICT GRANTS

The forms and documents in this section apply to Rotary Foundation grants that are administered by the district (previously known as "District Designated Grants")
 

District Grant Criteria Guidelines

Information about District Grants and how to apply for them
 
  • 2018-19 District Grant Criteria Guidelines
 

District Grant Timelines

Important dates to know if you want to apply for a District Grant
 
  • 2018-19 District Grant Timelines


Club Qualification MOU

If your club qualifies for a District Grant, this form must be signed and submitted with your Grant Application
 
  • 2018-19 Club Qualification MOU

Club Financial Management Plan

All Clubs that apply for a District Grant are required to have a Club Board approved Financial Management Plan relating to the receipt and application of funds from the District Grant. Attached is a draft Club Financial Management Plan that can be used as a basis for developing your own Club’s approved plan.
 
  • District 9930 Foundation Grants Financial Management Plan
 

Club MOU Worksheet

Are you interested in applying for a District Grant?  This worksheet will take you through a step-by-step process to help you understand what your club is committing to when it signs the Memorandum of Understanding and how to implement it.
 
  • Club MOU Worksheet
 

District Grant Proposal Form

Use this form to submit a proposal for a District Grant
 
  • District Grant Proposal Form
 

Grant Management Seminar

This is a PDF of the Grant Management Seminar power point slides presented at the last District Assembly. Where the handout at the seminar had blank slides for filling in, these are completed in this version.
 
  • Grant Management Seminar 2017-18
 

Approved District Grants 

Below are reports of District Grants that were awarded during previous Rotary years.   They provided a brief description of each grant, the club which received it, and the amount of the award.   These documents are a helpful guide to clubs who are considering their own project proposal.  
  • District Grant Awards 2014-15
  • District Grant Awards 2015-16
  • District Grant Awards 2016-17
  • District Grant Awards 2017-18
 

THE ROTARY FOUNDATION AND DISTRICT 9930

TRF Mini-Manual for Presidents

  • 2018-19 TRF Mini Manual for PE's attending PETS
 
This guide has been developed for President-Elect training (PETS) and provides incoming Presidents with an understanding of how TRF works in D9930
 

TRF INTERNATIONAL GRANTS

Global Grant Application - Humanitarian

The Rotary Foundation carries out an international grant award programme which is administered through the international office in the USA.  This guide outlines how your club can participate in one of these global grants.
 
  • Global Grant Application - Humanitarian

Global Grant Applications

Attached is a summary statement about applying for a Global Grant prepared by the Rotary Club of Tauranga following their successful application in 2016.
 
  • Global Grants - commentary on how to go about an application
 
 
Rotary Foundation Committee
Member picture
 
 
 
 
 
 
 
District Foundation Chair 
PDG  Colin Olesen
(Maketu)
rotary@olesen.co.nz
07 573 6693
Mob  021 967 520
 
 
 
 
 
 
 
 
Foundation Administrator
Ken Smith
(Huntly)
Mob 021 0718919
PO Box 140, Huntly 3740
km.smith@outlook.co.nz
 
Member picture
 
 
 
 
 
 
Grants Chair
Alan Hitchcock
(Tauranga Te Papa)
alan.hitchcock@xtra.co.nz
31 Kinloch Drive
Bethlehem
Tauranga, Bay of Plenty 3110
07 5793154 | 021 2800000
 
 
 
 
 
 
 
 
End Polio Now Coordinator
and
Scholarships
Michelle Tanner
(Matamata)
michelleg.tanner59@mail.com
 
 
 
 
 
 
 
 
 
 
Stewardship Chair
Rob Rowson
(Whakatane West)
rowson@xtra.co.nz.
 
 
Paul Harris Society
Patrick Cummings
(Hamilton)
patrick.cummings@xtra.co.nz
 
 
Committee members
  • PDG  Colin Olesen (Maketu)
  • DG Leonie Tisch (Matamata)
  • DGE Graham Jull (Te Awamutu)
  • Ken Smith (Huntly)
  • DGN Peter Maxwell (Morrinsville)
  • Alan Hitchcock (Tauranga Te Papa)
  • Michelle Tanner (Matamata)
  • Rob Rowson (Whakatane West)
  • Sandy Hughes (Wairoa)
  • Mark Gould (Rotorua Lakes)
  • Grant Spackman (Havelock North)
  • John van Boheemen (Whakatane)
  • Patrick Cummings (Hamilton)
  • Ian Walker (Waipukurau)
  • John McNickle (Turangi)
  • Chris Webb (Thames)
 
D9930 Programmes
The Rotary Foundation
District Grants
End Polio
Scholarships
How to Give
Where Does My Money Go?
Where To Send Payments?
Paul Harris Fellow
Foundation Forms
The Rotary Foundation Website
Youth & Young Adults
Dictionary Project
GRSP (Georgia Scholarship Programme)
Interact
JR McKenzie Grants
Outward Bound
Peer Support
RYE (Rotary Youth Exchange)
RANZSE (NZ/AU Exchange)
Rotoract
RYLA (Rotary Youth Leadership)
RYPEN (Youth Prog of Enrichment)
Youth Education Fund (JR Mckenzie)
Science Summer Schools
Youth Protection Officer
International
Days for Girls
ERK (Emergency Response Kits)
Harold Thomas Rotary Trust
Interplast
RNZWCS (World Community Service)
ROMAC (Oceania Medical Aid)
Shelterbox
Tanzania Dairy Project
Water & Sanitation
Community
Blood Pressure Campaign
Trees For Survival
Fellowships & Affilates
Inner Wheel
Probus
Rotary Fellowships
Rotary Friendship Exchange
Vocational
Vocational Training Teams
Membership
Membership Info For Clubs
 
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