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Your Rotary Foundation

Your Rotary Foundation. Where do Grant $ come from?. From YOU … as a Rotarian contributing to our Foundation. Where do I contribute?. Restricted Giving Polio World Peace Scholars Donor advised funds Annual Programs Fund (APF) Permanent Fund. Rotary Foundation Funding. Rotarian

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Your Rotary Foundation

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  1. YourRotaryFoundation

  2. Where do Grant $ come from? From YOU … as a Rotarian contributing to our Foundation

  3. Where do I contribute? • Restricted Giving • Polio • World Peace Scholars • Donor advised funds • Annual Programs Fund (APF) • Permanent Fund

  4. Rotary Foundation Funding Rotarian Contributions Restricted Giving TRF Program Funding District Designated Funds(DDF) SHARE “Every Rotarian Every Year” World Fund Gifts to Endowment Fund Investment Earnings

  5. Restricted Giving • All donations immediately to program and not invested • Polio Plus – Main focus right now • There are other areas for Restricted Giving • World Peace Scholars • Donor advised funds

  6. Annual Programs Fund (APF) • Donations made every year • Work in the Foundation for 3 years • Earnings used to run our Foundation • 50% to the World Fund • Matching Grants and others • 50% to our District • District Designated Funds (DDF) • District Simplified Grants (DSG)

  7. Permanent Fund • Donations made every year • Usually larger amounts and bequests • Used to fund our Foundation in perpetuity • Earnings used to fund grants • Corpus never spent

  8. Rotary Foundation Funding Rotarian Contributions Restricted Giving TRF Program Funding District Designated Funds(DDF) SHARE “Every Rotarian Every Year” World Fund Gifts to Endowment Fund Investment Earnings

  9. Use Your Foundation Dollars • You and your club gave to the Foundation, now use it ! • Leverage your club $$ for your project • $24,000 in DSG funding available again this year • Part of DDF available for Matching Grants • Some of DDF earmarked for District Projects • GSE, etc.

  10. Grants, 3 Types • DSG – District Simplified Grants • MG – Matching Grants • The 3-H – Health, Hunger and Humanity Grants were discontinued due to upcoming Future Vision Plan

  11. District Simplified Grants • From part of our District Designated Funds • $24,000 this Rotary Year • Smaller in size monetarily, $50 - $2,000 • Deadline for application is September 30th • Reviewed by committee • Funds distributed in October • Dollar for Dollar match with club, to extent funds available • Must be completed & reported by June 1, 2013

  12. DSG Continued • DSG intended for local projects, International projects should consider Matching Grants • Last year $40,000+ in applications • Last year $24,500 available • This year $24,000 available • DSG applications will be evaluated and funded based on merit • If submitting more than one application, please designate the primary application • DSG may be partially funded

  13. DSG Continued • Grant Reporting – VERY IMPORTANT • If we do not have our Grants reported, we do not receive funding until they ARE reported. • Easy report forms • Keep receipts and send with report • Income and expenses need to match • Report must be physically signed

  14. Matching Grants • Humanitarian Projects • $10,000 - $25,000 District / Club funding • Total amount much larger with RI Grant $$ • Two Countries and Two Clubs • DDF match $1 for $1 • Club match $.50 for $1 • Meet Requirements, get the Grant • Send in EARLY, close to 1 July, but not before

  15. Health, Hunger and Humanity Grants • Discontinued

  16. Grants http://www.rotary5710.org/ To open Rotary Grants web page select the above hyperlink, right click, and then select “Open Hyperlink”. Scroll down to “Grants”

  17. Future Vision Plan • New Foundation Funding Plan • 100 Pilot Districts • We are NOT a Pilot District • Now starting the 3rd year of Future Vision • Not allowed to work with Future Vision District on Matching Grant, DSG is allowed. • All Districts on Future Vision Plan beginning July 1, 2013

  18. Contact / Questions • Ken Selzer, Leawood Rotary Club 12504 Buena Vista Leawood, KS 66209 (H) 913-491-5063 (M) 913-269-8950

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