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Rotary Foundation Funding Model Overview

Detailed breakdown of Rotary Foundation's funding model as of 1 July 2015, illustrating the inflow of monies from diverse sources and their distribution for various programs and grants.

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Rotary Foundation Funding Model Overview

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  1. Rotary Foundation – Funding Model 1 July 2015 INFLOW Monies received from individuals and clubs EREY Invested in 3 year cycles & used 3 years after receipt Monies received from individuals, clubs and corporate contributions Monies received from major donors for programmes or specific projects (DAF) Donations / Bequests Monies received from individuals and clubs Endowment Fund Secures programmes for tomorrow Annual Programmes Fund Supports programmes today Earnings pay for administration Other Funds PolioPlus Fund 01 July 2015 / rvf

  2. Rotary Foundation – Funding Model 1 July 2015 OUTFLOW SHARE $ Investment Income 50% 50% District Controlled District Controlled Trustees Controlled Other (Cash, Donor Advised Funds, Endowment Fund) World Fund District Designated Fund Tax efficient donations (USA only) Polio Eradication 95% 5% of original share contribution 10% (max) of large corporate donations 50% (max) 90% Min Global Grants (World Fund match to DDF and cash) TRF Operating expenses – only if needed Contributions to TRF operating expenses Polio Note: Clubs and Districts need to add 5% to their Global Grant cash contributions to pay for processing costs 50% (min) District Grants

  3. Global Grants District Grants Areas of Focus Must also relate to the mission of TRF to advance world understanding, goodwill and peace through • the improvement of health • the support of education • the alleviation of poverty Water & Sanitation Basic Education & Literacy Peace & Conflict Prev / Res. Disease Prevention &Treatment Maternal & ChildHealth Economic & Comm. Development Global Club or District Developed Grants Rotary Foundation – Funding Model 1 July 2015 Areas of Focus Grant Types ($)

  4. Rotary Foundation – Funding Model 1 July 2015 Global Club or District Developed Grants District Grants 100% match to DDF and 50% to cash contributions Min TRF match $15000 Project min $30000 Can include: • Large-scale international humanitarian projects • Sending a Vocational Training Team • Funding scholarships which have measurable outcomes District Grants can support projects in other districts Can link with other districts but zero match with TRF Can include: • Sending Vocational Training Teams • Sending Ambassadorial Scholars

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