Foundation/Grants Seminar District 5450 2012-2013 August 4, 2012

1. Foundation/Grants SeminarDistrict 54502012-2013August 4, 2012

2. District Foundation Committee • Structure • Now and Next Year Presented by Ann Tull District Rotary Foundation Chair

3. Subcommitteesthat remain the same • Polio Eradication • World Peace Fellowships • Foundation Alumni

4. Fundraising • 2012-32013-4 • Annual Giving Fundraising (Annual Giving) • Points (new) Permanent Fund • Permanent Fund Points

5. Grants • 2012-32013-4 • District Grants District Grants • Matching Grants Global Grants • Not under Grants • Scholarships Scholarships • GSE Vocational teams

6. Subcommittee removed • Revolving Loans – Micro Credit Presented by Ann Tull District Rotary Foundation Chair

7. Subcommitteeadded • 2012-32013-4 • Stewardship • District Qualification • Club Qualification • Financial Assessment

8. District Foundation Committee

9. WELCOME GIVING to OUR Rotary Foundation …. For Today…For Tomorrow… …For Doing Good in the World… District 5450 Grants Seminar August 4, 2012

10. The Rotary Foundation In Action What is the most important message we can bring to our clubs about The Rotary Foundation?

11. The Rotary Foundation Mission To enable Rotarians to advance world understanding, goodwill and peace through the improvement of health, the support of education, and the alleviation of poverty.

12. The Rotary Foundation For Today…For Tomorrow… …For Doing Good in the World… Giving to The Rotary Foundation funds projects in Rotary’s six areas of focus: • Peace and conflict prevention/resolution • Disease prevention and treatment • Water and sanitation • Maternal and child health • Basic education and literacy • Economic and community development 12

13. The Rotary Foundation For Today…For Tomorrow… …For Doing Good in the World… Contributions to The Rotary Foundation make it possible for clubs and Rotarians to transform lives worldwide. The Annual Fund provides ongoing support today, while the Permanent Fund helps secure Rotary’s response to the pressing needs of tomorrow. 13

14. The Rotary Foundation For Today…For Tomorrow… …For Doing Good in the World… Giving to the Annual Fund supports district and global grant activities. Typically cash gifts, Annual Fund contributions are eligible for the following donor recognition opportunities: • Every Rotarian, Every Year • Rotary Foundation Sustaining Member • Paul Harris Fellow • Paul Harris Society • Major Donor & Arch C. Klumph Society 14

15. The Rotary Foundation For Today…For Tomorrow… …For Doing Good in the World… • The Permanent Fund is the Foundation’s endowed fund, with gifts held in perpetuity. Spendable earnings from the fund supplement the Annual Fund and support Rotary’s highest priorities, including global grants and the Rotary Peace Centers. • The Foundation has set a goal of $1 billion in Permanent Funds assets by 2025, ensuring its capacity to meet future needs. 15

16. The Rotary Foundation For Today…For Tomorrow… …For Doing Good in the World… • Donors typically support the Permanent Fund through outright and planned gifts including: bequest commitments, life insurance, marketable securities, real estate, charitable trusts or annuities • Permanent Fund recognition opportunities include: Benefactor, Bequest Society, Major Donor, Arch C. Klumph Society 16

17. District 5450 Giving

18. The Rotary Foundation For Today…For Tomorrow… …For Doing Good in the World… What Can YOU Do? Promote All the Ways of Supporting our Foundation 18

19. What Can YOU Do ? – Understand all of the Ways to Give to The Rotary Foundation Outright Gifts Pledges Gifts of Real Estate Life Income Gifts Donor Advised Fund Testamentary Gifts And more!

20. What can YOU Do ? – Promote and Participate in Annual Giving Programs Designed to Recognize your Clubs and your Members • EVERY Rotarian EVERY Year Club – Giving of $100 per capita with 100% participation in your Clubs. • Sustaining Member Club – Giving in excess of $100 per capita with 100% participation in your Clubs.

21. What can YOU Do ? Encourage the Paul Harris Fellows in your Club to become Paul Harris Society participants… • Giving of $1,000 or more Each Year by Paul Harris Fellows in your clubs: • Annual Programs Fund • Polio Plus Fund • Approved Rotary Foundation Grants

22. How to Contribute Contribute Online Multiple Donor Form Contribution Form By phone with a Contact Center Representative at 866-9ROTARY (866-976-8279)

23. What we are doing to facilitate and promote GIVING in District 5450… When giving to the Rotary Foundation Annual Programs Fund – whether online, via check mailed to Evanston, or over the phone with the Contact Center…..please remember to check the Annual Fund SHARE box (on-line or paper form) or tell the Contact Center Consultant “Annual Fund SHARE”. This will ensure that your contribution will be a part of the funds that come back to our District for grants three years later !

24. What we are doing to facilitate and promote GIVING in District 5450… • Current Major Donors – Visit clubs or meet with individual members one-on-one to share WHY they choose to make giving to The Rotary Foundation a priority. Contact Kevin O’Connell. • Giving “Liaisons”– Aligned with AG Areas within the District (similar to area representatives for grants; work in progress – interested Rotarians should contact Kevin O’Connell or Ann Tull).

25. What we are doing to facilitate and promote GIVING in District 5450… • Giving “Liaisons”will be: • Trained by the District and RI/TRF in all aspects of Giving to The Rotary Foundation. • Active resources for Club Foundation Chairs, Club Presidents and Club Members regarding all Giving matters and opportunities. • Facilitators of the Major Donor visits and presentations to Clubs or meetings with individual members.

26. Contacts – District 5450 & TRF District Rotary Foundation Chair: Ann Tull Phone: 303-349-6285 Email: anntull@comcast.net District Giving Subcommittee Chair: Kevin O’Connell Phone: 303-999-6648 Email: kevin.w.oconnell@gmail.com Contact Center Phone: 866-9Rotary Email: Contact.Center@rotary.org Annual Giving Officer: Rachel Greenhoe Phone: 847-866-3415 Email: Rachel.Greenhoe@rotary.org Major Gifts Officer: Sean Allen Phone: 847-866-3190 Email: Sean.Allen@rotary.org

27. Thank you for attending today’s grants seminar. Please share your feedback or questions.

28. GrantsCurrent and FutureAugust 4, 2012 Presented by Carolyn Schrader Chair, District Grants Subcommittee

29. Learning Objectives Today • General process for Grants • Current Year Requirements • What you need to know now about Future Vision

30. Key Elements for all Grants • Active Rotarian involvement • Rotary match • Project benefits an underserved population • Responds to community needs • No conflicts of interest • Reporting up to date

31. District Matching Funds (DDF) • From The Rotary Foundation (TRF) • Process continues under Future Vision • Based on District’s giving 3 years before • 2 Pools of DDF • Managed by District • Managed by TRF

32. District Simplified Grants 2012-13 • Local short-term projects • $39,449 DDF available • All DDF allocated

33. District Simplified Grants • Direct Rotarian Involvement • Local projects • Projects completed by April 30, 2013 • Application submission ASAP after July 1 • First come first served funding • Approved by District

34. District Simplified Grants Reporting • Report due by May 31 • If project unfinished, interim reports every 2 months thereafter • Final report 2 months after completion • Must include complete receipts • No new grants if reporting delinquent

35. Matching Grants 2012-13 • International service projects • Rotary partner in project country • $88,000 DDF available (approx.)

36. DDF for Matching Grants • $10,000 maximum DDF for each Club • Maximum per project: $4,000 if one Club; $2,000 for each additional Club $16,000 maximum • First come/first served basis • Match from TRF: up to 3 ½ club contributions

37. Matching Grants • Direct Rotarian Involvement • International project • Partner with Host Rotary Club (not FV) • Applications until March 31, 2013 • Minimum $5,000 match from Rotary • District reviews; TRF approves

38. Matching Grant Process-1working with Host Club throughout • Identify community need • Develop project plan with community input • Get pricing to create budget • Get Club support and participation • Recruit partner clubs for support • Confirm that reporting is up to date

39. Matching Grant Process-2working with Host Club throughout • Draft grant application • Get signatures from Host Club and your sponsor Club • Get written confirmation of all club contributions and commitment of DDF • Work with Grant Liaison to get guidance and review • Submit reviewed application to Grants Chair

40. Matching Grant Process-3working with Host Club throughout • Submit District approved application to TRF • Meet additional requirements of Grants reviewer in Evanston • Upon receipt of approval from TRF, complete forms and collect cash from partner clubs • Note: DDF is taken by Rotary when grant is approved-no action on club’s part is necessary • Submit funds and grant payment information • Start project

41. Nitty-Gritty • Rotary signage/branding is essential • Make sure that all equipment purchased is track-able • Do not turn funds directly over to a cooperating organization • Define a purchasing procedure to get good value at the best price

42. DDF Transfer to Global Grants • Transfers during Pilot period • Same rules as for Matching Grants • Transfer not made until Global Grant application is submitted to TRF • Club payment to project does not qualify for Rotary Match • Last year for this process

43. Matching Grant Reporting • Reports due every 12 months from date of receipt of funds • Final report 2 months after completion • Reports must include bank statements that track all grant funds • No new grant if reports are delinquent

44. Matching Grant Reporting • If too many reports are delinquent, all District Designated Funds are delayed • Late report prevents eligibility for another Rotary Grant • Stay in touch with TRF Grant Coordinator to resolve any difficulties

45. Matching Grant Examples • Medical equipment to Cameroon • Providing kidney surgeries and equipment at hospital in Juarez • Vocational supplies to a school for disabled young adults in Zimbabwe • Water projects throughout the world

46. Matching Grant Funding Example • Project: Water cachement system in Panama • 5450 Clubs Funding $3,516 • Host Club Funding $ 100 • District Match (DDF) $3,515 • Rotary Match $5,323 • Total Project $12,454

47. Matching Grant Funding Example • Project: Skills Training & Equipment in Nepal • 5450 Clubs Funding $4,500 • Host Club Funding $5,000 • District Match (DDF) $3,000 • Rotary Match $7,750 • Total Project $20,250

48. Questions about Matching or District Simplified Grants

49. What you need to know now about Future Vision • Larger more impactful projects • More local control and responsibility for smaller projects • Integrated projects

50. What you need to know now about Future Vision • Grants are king: • Projects • Club sponsored Global and District Grants • Scholars • District sponsored Global Grants • Vocational Teams • District sponsored District or Global Grant • Club sponsored as a Global Grant element