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E-138 · Theme 2

Alumni Project Funding Circle

Use Alumni Project Funding Circle to offer former members a respectful way to reconnect without assuming that they want to rejoin.

Where this idea came from

Playbook entry
E-138 · Alumni Project Funding Circle
Theme
Theme 2: Engagement & Belonging · Subtheme 8: Past Member Re-Engagement
Source material
Current playbook index title and category plus an internally authored detailed-guide draft

Initiative-specific development wave

How this draft was developed

These sources support general principles for formal Rotary grant eligibility, jurisdiction-specific fundraising and fair South Australian charitable-collection practice; they are not an endorsement of the named Alumni Project Funding Circle and do not authorise any solicitation, entity, tax statement, grant, project or transaction.

Primary references consulted

  • Grants (Rotary International)
    Used for: Rotary Foundation grants have defined purposes and eligibility, and applying for a grant requires Rotary or Rotaract club membership.
  • Charity fundraising and the public (Australian Charities and Not-for-profits Commission)
    Used for: Fundraising is regulated by states and territories and organisations need to comply with the requirements in every jurisdiction where they raise funds.
  • Charities Code of Practice (Consumer and Business Services South Australia)
    Used for: South Australian charitable collections require practices that support informed donation decisions, privacy and respect for a decision not to donate.

Candidate District material consulted

These records remain draft evidence and still need a human source decision.

  • Club Playbook - Theme 2
    Candidate records 81 Project-Only Participation for Alumni and 99 Ideas Marketplace Night provide related alumni participation and project-pitch concepts. Neither is a literal current-title match or supplies legal-entity, fundraising, no-investment, donor, partner, due-diligence, conflict, banking, receipt, reconciliation or accountability controls.

Theme 2 source-assurance wave

What has been checked

  • 3 current primary pages used by this guide were reopened on 9 August 2026.
  • 3 attributed source claim(s) were mapped to their bounded use in this initiative.
  • Candidate District material remains separate and does not establish this result.
See each source's scope and limit
  • Grants
    Supports: A high-level distinction between Rotary Foundation grant types, purposes, scales and outcome expectations for renewal-related service opportunities.
    Does not establish: Eligibility, funding availability, approval, compliance, project quality or the suitability of a particular grant proposal.
  • Charity fundraising and the public
    Supports: The 1 attributed Theme 2 claim attached to this source, limited to the implementation elements and supporting documents named in each initiative-level claim mapping.
    Does not establish: Whether a law, duty, licence, registration, governing rule or regulator requirement applies to this club; whether a person or supplier is suitable; or whether a local design is compliant, authorised or approved.
  • Charities Code of Practice
    Supports: The 1 attributed Theme 2 claim attached to this source, limited to the implementation elements and supporting documents named in each initiative-level claim mapping.
    Does not establish: Whether a law, duty, licence, registration, governing rule or regulator requirement applies to this club; whether a person or supplier is suitable; or whether a local design is compliant, authorised or approved.

What still needs a person to confirm

  • Confirm the member, prospective-member, past-member and community needs, preferences and consent that the local design assumes.
  • Confirm which privacy, safeguarding, incorporated-association, charity, work health and safety, food, liquor, copyright, licensing, screening and other duties apply to the club and the activity.
  • Test accessibility, cultural safety, belonging, language and alternative participation routes with affected people and recognise First Nations cultural authority rather than inferring suitability from the guide.
  • Confirm every local fact, starting point, cost, role, current service contact, measure, stopping condition and platform capability before the club decides to proceed.
  • Confirm the authority and current scope of each primary source, resolve login-gated or moved-page references and keep any candidate District material attributed and unapproved until its source decision is made.

The source-verification release gate remains closed.

Checks still on hold

Still an internal draft: source interpretation, local suitability, accessibility, governance and editorial approval remain open checks.

What could this idea change?

It turns member energy into visible, organised action that is easier for other people to join.

It may suit: Former or less-connected members, and the club members reaching out to them.

Could this work in our club?

  • Consider Alumni Project Funding Circle when past members may value news, friendship or a limited service opportunity but have not been offered a suitable route back.
  • A club with confirmed legal entity, licence or notification, bank, receipt, tax, Rotary, district, Foundation and partner arrangements for the exact project and fundraising jurisdiction.
  • A small set of project briefs showing community authority, need, alternatives, budget, safeguards, outcomes, risks, conflicts and what happens if the target is not met.
  • Participants who may learn, ask questions, advise, decline or donate individually through an authorised channel without public amounts, benefits, voting weight or repeated solicitation.

Before you start

  • Written board, legal-entity and treasurer approval plus confirmation of applicable South Australian and any other jurisdictional fundraising, licence, notification, banking, receipt, tax and record obligations.
  • A circle charter separating discussion, advice, recommendation, individual donation, club decision and any Rotary Foundation or district grant process, with no pooled or investment activity.
  • A project due-diligence brief approved by the community partner and authorised club process, covering need, alternatives, scope, budget, safeguards, outcomes, evidence, risks, conflicts and contingency.
  • Fair participant terms, conflict declarations, donor privacy, no-pressure and vulnerable-person controls, accessible information, authorised payment channel, reconciliation and public reporting plan.

At the end: At the 90-day review, compare the recorded measures with the starting point, resolve the listed governance holds and tell participants whether Alumni Project Funding Circle will change, continue or stop.

Made for this initiative

Tailored supporting documents

These working documents use the decisions, safeguards and evidence needs of this initiative. Complete them with the people affected and keep the agreed version with the club's project record.

01

Funding Circle Legal and Governance Boundary

Confirm what the club and circle may do before any invitation or money handling.

Open supporting document
02

Partner Project Funding Brief and Conflict Check

Give participants comparable evidence without transferring project or funding authority.

Open supporting document
03

Funding Session, Reconciliation and Accountability Record

Separate advice from donations and report every authorised financial outcome.

Open supporting document

Before your club says yes

Does the idea fit?

Talk with the people it is meant to serve and check that the need is real.

Who can say yes?

Name the person or group that can approve the work, spending and any safety arrangements.

Are people protected?

Check privacy, consent and safety. Collect only the information you genuinely need.

Can everyone take part?

Check the language, format, place, technology and cost for barriers.

Are the facts and permissions right?

Check names, claims, images, quotations, partner references and Rotary branding.

How will we learn?

Note where things stand now, check in at 30, 60 and 90 days, and decide what to do next.

Worksheets for your club

Open them online, print them or change them to suit the way your club works.

01

Project brief

Use this worksheet to turn the idea into a short list of actions, dates, costs and responsibilities.

Open worksheet
02

Role card

Use this worksheet to decide who will do each job, who can step in and what needs to be handed over.

Open worksheet
03

Outcome log

Use this worksheet to note where things stand and choose a few useful signs that will help the club decide what to do next.

Open worksheet