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Created by Philippe Lamoise District 5340

Created by Philippe Lamoise District 5340. Donations to The Rotary Foundation are made by individuals, Rotarians or not. Created by Philippe Lamoise District 5340.

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Created by Philippe Lamoise District 5340

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  1. Created by Philippe Lamoise District 5340

  2. Donations to The Rotary Foundation are made by individuals, Rotarians or not. Created by Philippe Lamoise District 5340

  3. At the time of the donation, the donor can specify that his/her money is to be used for a specific program, like PolioPlus, or a Global Grant. This is called Restricted Giving.Note that the Global Grant must be approved prior to sending the money, and the grant number must be specified on the donation form. Created by Philippe Lamoise District 5340

  4. The donor can also specify that his/her money will go to the Permanent Fund, i.e. the money will be kept indefinitely by The Rotary Foundation, and only the earnings from the money will be spent on Foundation Programs. Created by Philippe Lamoise District 5340

  5. If the donor does not specify what his/her money is to be used for, this is called Annual Giving. The money is then kept by The Rotary Foundation for 3 years before it is decided what to do with it. The earnings from the money are used for the operating funds of The Rotary Foundation.Note that the donor gets Paul Harris Credit recognition for donations to Restricted Giving, and to Annual Giving, but not to the Permanent Fund. Created by Philippe Lamoise District 5340

  6. After 3 years, the money goes 50% to the World Fund, and 50% back to the District of the donor, as District Designated Funds (DDF). Created by Philippe Lamoise District 5340

  7. Earnings from the Permanent Fund may also split between the World Fund and District Designated Funds.Note that unless the donor specifies that his/her donation goes to the SHARE system, the earnings go 100% to the World Fund. Created by Philippe Lamoise District 5340

  8. The World Fund is used by The Rotary Foundation to fund programs like PolioPlus, Package Grants, and the matching portion of Global Grants. Created by Philippe Lamoise District 5340

  9. Funds that came back to the District as District Designated Funds (DDF), can be spent on many Foundation Programs like PolioPlus, Global Grants, and District Grants. The District Foundation Committee decide on the allocation of funds.Note that the amount of DDF a District gets for a given year depends on the amount of Annual Giving 3 years before. Created by Philippe Lamoise District 5340

  10. Created by Philippe Lamoise District 5340

  11. Foundation Funding Summary Annual Fund Contributions SHARE System Contributions + Fund-raising Permanent Fund Spendable Earnings PolioPlus Fund

  12. Funding Model ANNUAL PROGRAMS FUND District Contributions plus funds raised in year 1 SHARE in Year 3 50% 50% District Controlled Trustees Controlled District Designated Fund World Fund Other (Cash, DAF, Permanent Fund) 50% (max) 50% (min) District Grants Flows Back to District Global Grants(World Fund match to DDF and cash)

  13. Dist. 5630 Funds for PY 2013-2014 SHARE System &Availability PY 2013-2014 50% to World Fund $70,244 contributed Yr. 2 Yr. 3 Yr. 1 2010-11 2011-12 2012-13 2013-14 $35,122 available for DDF Annual Giving by District 50% (Max.) 50% Min Trustee Controlled DDF: District Controlled $17,561 $17,561 For District Grants Unused Funds $35,122.00 District Global Grants RI World Fund, back to district to match DDF for non-district projects For 2013-14 and beyond $125,792 rollover plus $17,561 available for global grants $143,202.00 $143,202 match for Global Grants etc. PY: Program Year

  14. Dist. 5630 Funds for PY 2015-2016 SHARE System &Availability PY 2013-2014 50% to World Fund $94,210.53 contributed Yr. 2 Yr. 3 Yr. 1 2011-12 2012-13 2013-14 2014-15 $47,105.27 available for DDF Annual Giving by District 50% (Max.) 50% Min Trustee Controlled DDF: District Controlled $23,552.35 $23,552.35 For District Grants Unused Funds $47,105.27 District Global Grants RI World Fund, back to district to match DDF for non-district projects For 2014-15 and beyond $ 83,800 rollover plus $23,552.00 available for global grants $107,352.00 PY: Program Year

  15. Dist. 5630 Funds for PY 2015-2016 SHARE System &Availability PY 2013-2014 50% to World Fund 67,500 contributed Yr. 2 Yr. 3 Yr. 1 2012-13 2013-14 2014-15 2015-16 $33,750 available for DDF Annual Giving by District 50% (Max.) 50% Min Trustee Controlled DDF: District Controlled $16,875 $16,875 For District Grants Unused Funds $33,750.00 District Global Grants RI World Fund, back to district to match DDF for non-district projects For 2015-16 and beyond 42,000 rollover plus $16,875 available for global grants $58,875 PY: Program Year

  16. SHARE System 2010-11 2011-12 2012-13 2013-14 2014-15 Funds Raised Funds Spent Unused DDF rolls forward to the next year; districts notified in August Unused DDF is calculated; districts notified in May

  17. District 5630Grants • District Grants 2013 -2014 • $17,500 DDF Available • $500 per club • Qualify • Club MOU • Current 990 • Grant training session • No cash match required

  18. District 5630Grants • Global Grants 2013 -2014 • $17,500 DDF Available • $125,792 rollover • $42,000 available (3 yr. rollover plan) • Qualify • Club MOU • Current 990 • Grant training session

  19. District 5630Foundation • APF Goals 2012 -2013 • District Benchmark $100 per capita • $130,300 – 1303 members • Club / District Goals • $84,374 – 28 of 35 clubs set a goal • $65 per capita • Club Contributions • $67,950 – 33 of 35 clubs contributed to date

  20. District 5630Foundation • Club Foundation Goals • Clubs that set annual goals • $103 per capita • Clubs that don’t set annual goals • $45 per capita • District Grant Funding • $70,244 2013-2014 • $94,210 2014-2015 • $67,500 2015-2016

  21. District FoundationWebsite • www.rotary5630.org - Foundation Tab • Grant information & instruction • Required documents and timelines • Grant forms (paper/pencil for Global grants) • What other clubs and districts are doing • Current district 5630 foundation reports • Help and contact information

  22. Resources • District Assembly • Kearney March 23rd 10 – 4 • District Grant Training • UNK Webinar April 13th 10 - 12 • District Conference • O’Neill April 26th 10 – 12 • www.rotary5630.org • www.matchinggrants.org • Don Peterson 308-238-1853 • dpeterson@frontiernet.net

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