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District 7750 Grants & The Rotary Foundation 2017-2018

District 7750 Grants & The Rotary Foundation 2017-2018. TRF Mission and Motto. Doing Good in the World … to enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health , the support of education , and the alleviation of poverty

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District 7750 Grants & The Rotary Foundation 2017-2018

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  1. District 7750 Grants & The Rotary Foundation2017-2018

  2. TRF Mission and Motto Doing Good in the World … to enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty COL Endorsed April 2007

  3. Maslow’s Hierarchy of Needs 6 Areas of Focus We Get We Give

  4. Foundation Training Jan 2016 6 Areas of Focus Peace & Conflict Resolution Economic Development Basic Education & Literacy Disease Prevention & Treatment Water & Sanitation Maternal & Child Health VISION 6 Areas of Focus More Rotarians, doing more projects, in more of the world EAFK Veteran Mentoring Haiti Vocational School Money Smart Haiti Literacy Read-to-Me Tutoring (Literacy, GED) Water Projects Polio Plus

  5. How are Projects Funded? Through Grants Initiated by Rotarians and Rotary clubs You know where your contributions are going

  6. Grant Types District Grants Global Grants

  7. The Rotary FoundationSHARE Funding ModelFlow of $100 Contribution to AF-SHARE Rotary Member or Club PolioPlus Typically non-Rotarians $100 * Handling Fee< 5% Annual Fund SHARE Designated to 1 of 6 Areas of Focus Designated to AF-SHARE by Contributor 45% - 50% World Fund * Handling Fee of up to 5%, depending on interest earned on TRF funds

  8. The Rotary FoundationSHARE Funding ModelFlow of $100 Contribution to AF-SHARE Rotary Member or Club PolioPlus Typically non-Rotarians $100 * Handling Fee< 5% Annual Fund SHARE Designated to 1 of 6 Areas of Focus Designated to AF-SHARE by Contributor 45% - 50% World Fund 50% of AF-SHARE contributed 3 years prior 50% ($50) * Handling Fee of up to 5%, depending on interest earned on TRF funds District-Designated Funds (DDF) IMPORTANT: Only funds designated to AF-SHARE create DDF • 50% of AF-SHARE contributions return to D-7750 as District Designated Funds (DDF) 3 years later • D-7750 Grants Committee allocates up to 50% of DDF to District Grants and selects grants to be funded • D-7750 Grants Committee selects international projects to be funded with Global Grants Up to 50% ($25) 50% ($25) District Grants Global Grants $25 $25 Club Project ($50) International Project ($50) Club Match ($25)

  9. The Rotary FoundationSHARE Funding ModelFlow of $100 Contribution to AF-SHARE Rotary Member or Club PolioPlus Typically non-Rotarians $100 * Handling Fee< 5% Annual Fund SHARE Designated to 1 of 6 Areas of Focus Designated to AF-SHARE by Contributor 45% - 50% World Fund 50% of AF-SHARE contributed 3 years prior 50% ($50) * Handling Fee of up to 5%, depending on interest earned on TRF funds District-Designated Funds (DDF) IMPORTANT: Only funds designated to AF-SHARE create DDF • 50% of AF-SHARE contributions return to D-7750 as District Designated Funds (DDF) 3 years later • D-7750 Grants Committee allocates up to 50% of DDF to District Grants and selects grants to be funded • D-7750 Grants Committee selects international projects to be funded with Global Grants Up to 50% ($25) 50% ($25) District Grants Global Grants 100% Match from World Fund $25 $25 $25 Rotarian contributions directed to a Global Grant are matched 50% by the World Fund + Club Project ($50) International Project ($50) Club Match ($25)

  10. Grant Types District Grants

  11. Rotary Foundation District Grants • Simple, flexible, innovative • Small-scale, short-term (<1 year, <$10,000) • Educational and humanitarian projects and activities consistent with mission • Awarded annually • Applications submitted online via District website: www.Rotary7750.org/grants   • Due April 30 each year

  12. Examples of Activity District Grants — Mission-related • Automated External Defibrillator (AED) • Design and Implement a Local Playground • Sponsor an Early Act First Knight Program at a Local School • Josh the Otter – Literacy / Water Safety Program • Stop Hunger Now • Snack Pack Program

  13. District Grant Eligibility Requirements • Club must: • Read the District Grant Priorities Guidelines • Choose a project and write up grant application. Be clear and concise. • Meet submission date deadline of April 30 • Match grant dollar for dollar • Meet minimum per capita giving levels to the Foundation

  14. District Grant Eligibility per Club Per CapitaGiving LevelGrant Eligibility $50 - $100 $1,000 $100 - $175 $2,500 $175 or higher $5,000 Top 5 giving clubs Up to $5,000 more Note: Clubs cannot receive more than they have contributed.

  15. 2017-2018 Rotary Year Schedule • February 1, 2018 – District releases advertisement for District Grant applications • April 30, 2018 – Deadline for District Grant applications from Clubs to District • June 1, 2018 – Grant awards published by District • August 1, 2018 – Targeted distribution of District Awards • March 31, 2019 – Deadline for completion of District Grants and filing of final reports

  16. www.Rotary7750.org/Grants

  17. www.Rotary7750.org/Grants

  18. www.Rotary7750.org/Grants

  19. District Grant Reporting Requirements Club must: Spend the money only AFTER receiving grant funds Provide a project report, including use of funds Provide receipts for expenditures Show the club match

  20. Grant Types Global Grants

  21. Rotary Foundation Global Grants • Long-term projects • Align with one or more Areas of focus • Active Rotarian participation • $30,000 minimum budget • Sustainable and measurable outcomes • International partnerships required for club and district-developed grants • Adhere to Terms & Conditions of Grants • Submitted online via RI website

  22. Rotary Foundation Global Grants Areas of Focus-Related • International safe drinking water, sanitation, and hygiene education project • Send scholarabroad to enroll in water engineering degree program • International malaria project to distribute bed nets and malaria treatments and provide malaria prevention education • Send vocational training team abroad to participate in workshop and learn teaching methods to address adult illiteracy

  23. Global Grant 1411471 Zanmi Agrikol Family Assistance Program Sponsored by the Rotary Club of Greenville

  24. Global Grant 1412747 Santa Cruz Virginia, Honduras Water Project Sponsored by the Rotary Club of Fort Mill

  25. Promoting The Rotary Foundation in Your Club

  26. There’s Only ONE Thing….

  27. The ONE Thing… TRF Grants support ONLY projects created and managed by Rotarians and Rotary Clubs Join Leaders - Exchange Ideas - Take Action A Means of Doing Good in the World Beyond Your Own Capacity

  28. Promoting The Rotary Foundation Annual Fund-SHARE – Source of District and Global Grant funds PolioPlus – Designated to Polio Eradication BOTH count toward all donor recognition levels Area of Focus Designations Endowment Fund

  29. 2017-18 Club Challenge (AF) $175 per capita (based on 7/1/17 membership) If below $100 per capita, close the gap by half If above $175 per capita, beat your best year of the past 5 by $1.00

  30. TRF Donor Recognition Levels Paul Harris Fellow Multiple Paul Harris Fellow Sustaining Member Paul Harris Society Major Donor Arch Klumpf Society

  31. TRF Donor Recognition Levels Paul Harris Fellow -- $1,000+ Lifetime Contribution Multiple PHF – Awarded in $1,000 increments Sustaining Member -- $100/year minimum Paul Harris Society -- $1,000/year minimum Major Donor -- $10,000+ Lifetime Arch Klumpf Society -- $250,000+ Lifetime

  32. TRF Club Recognition Levels 100% Foundation Giving Club (was EREY)- Everyone > $25 & Per Capita > $100 100% Every Rotarian, Every Year/Sustaining Club- Everyone at least $100 100% Paul Harris Fellow – All members are Paul Harris Fellows (1 time)

  33. TRF Bequest Recognition Levels Benefactor -- $1,000 minimum estate pledge Bequest Society -- $10,000 minimum estate pledge Most easily & effectively done through qualified plans (IRA, 401(k), etc.)

  34. Promoting Contributions What’s Worked for You?

  35. Promoting Contributions $100/year (Sustaining Member) on club invoice -- $25/quarter PHF Level Matches – Recognition Points 50/50 with member cash to next PHF Level “Challenge” Matches – another donor pledges matching $$, maybe PLUS Points “Points for Service” – Sweat Equity concept

  36. Promoting Contributions Rotary Direct – makes it easy for members to contribute monthly (auto-pilot) Rotary Credit Card – “Cash back” to TRF Amazon Smile: www.smile.amazon.com½% to TRF for every order

  37. Reports Available Online at My Rotary Club Fundraising Analysis Club Recognition Summary PolioPlus Report D-7750 Summary (Rainbow Report) on President’s Library Page of www.Rotary7750.org

  38. Remitting Contributions Use DACdb Club Report 2.1 The Rotary FOUNDATION Transmittal (TRF) – Ready-made transmittal in Excel Separate Transmittals for AF-Share and PolioPlus Includes all member names and IDs, plus mailing instructions

  39. Remitting Contributions

  40. District 7750 Grants & The Rotary Foundation2017-2018

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