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THE ROTARY FOUNDATION

THE ROTARY FOUNDATION. SHARE SYSTEM AND MORE. ACRONYMS. RI—ROTARY INTERNATIONAL TRF—THE ROTARY FOUNDATION DG—DISTRICT GOVERNOR DRFCC—DISTRICT ROTARY FDN COMMITTEE CHAIR DGSC—DISTRICT GRANTS SUBCOMMITTEE CHAIR. ACRONYMS. MG—Matching Grants DSG—District Simplified Grants

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THE ROTARY FOUNDATION

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  1. THE ROTARY FOUNDATION SHARE SYSTEM AND MORE

  2. ACRONYMS • RI—ROTARY INTERNATIONAL • TRF—THE ROTARY FOUNDATION • DG—DISTRICT GOVERNOR • DRFCC—DISTRICT ROTARY FDN COMMITTEE CHAIR • DGSC—DISTRICT GRANTS SUBCOMMITTEE CHAIR

  3. ACRONYMS • MG—Matching Grants • DSG—District Simplified Grants • APF—ANNUAL PROGRAM FUND • DDF—DISTRICT DESIGNATED FUNDS • GSE—GROUP STUDY EXCHANGE • FV—Future Visions

  4. How Contributions Flow from Donors to Grant Programs

  5. GLOBAL CONTRIBUTION FORM(form 123) • YOUR NAME • Ask your Club Foundation Chair for your Club Recognition Summery • Lead by example—give something today • You can also contribute online www.rotary.org/contribute • Member Access—sign in and go to the contribution page and a partly completed form will appear—follow the online directions

  6. THE ROTARY FOUNDATION HOW IT ALL WORKS • It all begins with a donation • The donation can move in one of three ways • The Permanent Fund • Annual Programs Fund (APF) • Restricted Giving

  7. PERMANENT FUND • The money donated to the Permanent Fund will be kept indefinitely by The Rotary Foundation • Only the earnings from the money will be spent for Foundation Programs • The earnings can also be split (after 3 years) between the World Fund and DDF…only if the Donor specifies on the Global Contribution Form that the donation go to the SHARE SYSTEM • NOT PAUL HARRIS RECOGNIZED • District Chair-PDG Luz Maria Ortiz Smith

  8. ANNUAL PROGRAMS FUND(APF) -District Fundraising Subcommittee Chair PDG Jane McClenahan -The donations are kept in this fund for three years -After three years the money is split… 50% to the World Fund and 50% back to the District as District Designated Funds (DDF) -PAUL HARRIS RECOGNITION

  9. ANNUAL PROGRAMS FUND (APF) THE WORLD FUND • The World Fund is used by The Rotary Foundation (TRF) to fund…… -Polio Plus -Humanitarian Grants -Group Study Exchange—each District gets one GSE team/year paid for from the World Fund* -District Matching Grants *(will change in 2013-2014 with FV)

  10. ANNUAL PROGRAMS FUND (APF) and DISTRICT DESIGNATED FUNDS(DDF) • DDF can be spent on many Foundation and District Projects • Polio Plus • Humanitarian Grants • GSE* • Ambassadorial Scholarships* • Matching Grants* • District Simplified Grants (DSG)* *(will change in 2013-2014 with FV)

  11. RESTRICTED GIVING • The money you donate……you designate a place for it to be used such as…… • Polio Plus • Matching/Humanitarian Grant (use TRF Grant Pre-approved Number) • PAUL HARRIS RECOGNITION • Disaster Recovery (no PHF RECOGNITION)

  12. DDF to D.5240 2012-2013 • 3 years ago D-5240 gave $559,312 to APF & PF-(share) • World Fund will receive 50% $279,656 • District 5240 will receives 50% in DDF $279,656 • 20% to DSG--$55,931 • Minus GSE-- $5000 • Minus 2 Ambassadorial Scholarships @ $27,000 each--$54,000 • Matching Grants--$164,724

  13. DISTRICT ALLOCATION PROCESS • DDF is allocated to each Club based on prior 3 years of APF giving as a % of total DDF to MG • % based on MG $164,724 • Fosters cooperation and communication (deal-making) between Clubs • And it encourages Clubs to support APF • Clubs own their allocation until a pre-determined cutoff date—9/30/12 • Can only be used for MG • Learn more at MG Session

  14. MATCHING GRANTS • International Project • International Partner • TRF (World Fund ) and DDF match • Min. TRF match $5000* • DDF matches Club cash $1 for $1 • TRF matches Club cash $.50 to $1 • TRF matches DDF $1 for $1 • Min. $100 from project Host Club *will change in 2013-2014 FV

  15. MATCHING GRANTS • A MG can ask TRF/World Fund for $5000 to $25,000 total • Require District Grant Committee, DRFCC, & DG approval before moving to TRF for approval and a Grant number • Competitive Matching Grants start at a minimum of $25,001 to $200,000 in TRF/World Fund money • R.I. Trustees review and approve two times a year in March and October

  16. HOW TO SPEND WORLD FUND $ AND DDF $ BY DOING A MATCHING GRANT DISTRICT TRF (World Fund) Club cash-$5,000 $2500 Host Club-$100 $50.00 DDF-------$5000$5000 Club/District cash-$10,100 TRF (World Fund)- $7,550 TOTAL-$17,650

  17. MATCHING GRANTS • All International Partners must fund at least 50% of the project……so • If the US is the Host Country/Partner • International Partner must generate 50% of the Grant funding in cash, DDF, or a combination of both to the project

  18. DISTRICT SIMPLIFIED GRANTS (DSG) • International or local • Partner not required • No TRF (World Fund) funding • DDF match only • DDF match $1 for $1 • Max $3K match for one Club • Max $4K match if 2 or more Clubs More to come at the DSG session

  19. DISTRICT TRAVEL GRANTS(DTG) • UNIQUE TO OUR DISTRICT—Funded by the District 5240 Charitable Foundation • Max amount $1500 individual…$3000 for a group of 3 or more • $ for $ match • 1 DTG/Club /Rotary year • Rotarians & Non-Rotarians must have specific knowledge and/or skills pertaining to the Planning Mission • An individual may only apply once every 3 years • NID travel not eligible • Final repot due within 90 days of return • Unused funds returned to the District

  20. ROTARACT GRANT • Funded by District 5240 Charitable Foundation • $ for $ match up to $2000/Rotaract Club…a Club can do multiple projects up to the $2000 limit • Applications sent to DGSC…electronically • Reimbursement will not be issued without an approved final report sent to DGSC • If final report is past due, no additional funding • Grant application and Guidelines will be on District web-site

  21. WHERE TO FIND GRANT MATERIAL • ALL GRANT GUIDELINES AND APPLICATIONS CAN BE FOUND ON THE DISTRICT WEB-SITE District 5240.org

  22. GRANT COMMITTEE STRUCTURE • CHANGING THIS YEAR • DRFCC—PDG ANIL GARG • DISTRICT GRANT SUB-COMMITTEE CHAIR—DAN GIORDANO • MG CHAIR—HEATHER FRANKLE • DSG CHAIR—BRUCE HOWARD • DISTRICT GRANTS FINANCIAL COORDINATOR—LARRY SMITH

  23. MATCHING GRANT COMMITTEE MEMBERS MATCHING GRANTS CHAIR Heather Frankle-R.C. Simi Sunrise Committee members….. Kay Bliss—R.C. of Ojai Bob Lata—R.C. of Paso Robles Ken Parker—R.C. of Santa Maria Tim Trujillo—R.C. of Tehachapi

  24. DISTRICT SIMPLIFIED GRANT COMMITTEE MEMBERS DISTRICT SIMPLIFIED GRANTS CHAIR Bruce Howard-R.C. of Cambria Committee members….. Kim Bisheff—R.C. of S.L.O Daybreak Max Copenhagen—R.C. of Camarillo Erie Johnson—R.C. of Kern River Valley John Weiss—Eco-R.C. of Morro Bay

  25. HOW TO APPLY • ALL GRANT APPLICATIONS MUST BE SENT (ELECTRONICALLY) TO THE DISTRICT GRANT SUBCOMMITTEE CHAIR • 2012-2013 Chair—Dan Giordano • R.C. of Bakersfield East • E-mail dgiordano@bak.rr.com • Home 661-834-1065 • 2013-14 Chair—Dan Giordano

  26. FUTURE VISIONS • WILL BE IMPLEMENTED IN ROTARY YEAR 2013-2014 • More to come • Until then RI has designated PILOT and NON-PILOT DISTRICTS

  27. FUTURE VISIONS NON-PILOT DISTRICT • D-5240 is a Non-Pilot District for one more Rotary year • Can’t do Matching Grant with Pilot District because MG’s do not exist in a Pilot District • D-5240 can do a DSG with a Pilot District since no TRF funds are involved • A Pilot District can receive from D-5240 or transfer to D-5240 DDF for an ongoing project

  28. TRANSITIONING to FUTURE VISIONS • The upcoming Rotary Year 2012-2013 is the transition year for Non-Pilot Districts to Rotary Year 2013-2014 and the implementation of Future Visions world wide • Seminars and Break-out Sessions will be given throughout the next 15 months by D-5240 staff

  29. GRANT SEMINARS and BREAK-OUT SCHEDULE • March 31, 2012-District Assembly @ Pacifica High School, Oxnard • April 14, 2012-District Assembly @ CSU Bakersfield • June and July of 2012 dates TBD there will be Regional Grant Writing Seminars geared toward those new to Grant writing and to hone the skills of seasoned grant writers

  30. GRANT SCHEDULE CONTINUED • September 28, 2012 District Conference-Queen Mary, Long Beach • October 13, 2012 Future Visions Club Certification Training-Location TBD • January 5, 2013 Mid-Terms-Inland Sheraton 4 Points, Bakersfield Future Visions Club Certification tentative • January 12, 2013 Mid-Terms-North-Location TBD Future Visions Club Certification tentative

  31. GRANT SCHEDULE CONTINUED • February 2, 2013 Mid-Terms-South Marriott Courtyard, Oxnard Future Visions Club Certification tentative • February 22-24, 2013 PETS-LAX Marriot • April 6, 2013 District Assembly-CSU Bakersfield • April 13, 2013 District Assembly-Pacifica HS Oxnard • May 4, 2013 Grant Writing Seminar-Tentative • May 18, 2013 Grant Writing Seminar-Tentative

  32. WHO SHOULD ATTEND GRANT SEMINARS Club President Club President-Elect Club President-Elect Nominee Club Foundation Chair Club International Service Chair Club Grant Chair Club Transition Chair

  33. ARE YOUR CLUB CHAIRS IN PLACE ASK YOUR INCOMING PRESIDENT • WHO WILL BE YOUR CLUB’S FOUNDATION CHAIR? • …YOUR CLUB’S GRANTS CHAIR? • …YOUR CLUB’S TRANSITION CHAIR?

  34. REMEMBER, THE AMOUNT OF DDF A DISTRICT RECEIVES FOR THE YEAR DEPENDS ON THE AMOUNT OF ANNUAL GIVING TO APF THREE YEARS PRIOR

  35. PLEASE BE AN ANNUAL DONOR TO THE ROTARY FOUNDATION ANNUAL PROGRAMS FUNDTHINK EREYEVERY ROTARIAN EVERY YEAR $100

  36. QUESTIONS

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