T HE R OTARY F OUNDATION

1. THE ROTARY FOUNDATION D5000 Assembly March / April 2013

2. TRF is OUR Foundation The Rotary Foundation Annual Program Fund Local Projects Permanent Fund Rotarian Donors Global Projects PolioPlus Fund For Rotarians …. By Rotarians

3. Two Types of Grants District Grants • Formerly “District Simplified Grants” • Primarily for local projects Global Grants • Formerly “Matching Grants” • Requires Rotarians (Clubs or Districts) in two different countries • “Host Club” ……………… Club in the area of the project • “International Club” ……. Club not in direct area of the project

4. Grant Basics District Grants Global Grants Active involvement by Rotarians from both clubs Both clubs responsible Each side … committee of 3 Rotarians Address a humanitarian condition Benefit a community as a whole and not an individual • Active involvement by Rotarians • Benefit a community in need • Benefit a community as a whole and not an individual Cannot simply donate money to another organization

5. What Can and Can’t be Done Allowed Not Allowed Establishment of a Foundation Purchase of land/building or house rent Construction/renovation of structure for individuals Plumbing/electrification inside buildings Salaries for individuals of another organization Purchase of birth control devices Admin expenses for another organization • Micro-credit project • Short-term rent of buildings • Construction of infrastructure • Purchase equipment • Short-term/contracted labor • Maternal & prenatal health & education • Administrative expenses directly related to a project

6. Finding Local Projects • Community Needs Assessment • Partnering with local charities • Club members TIP: Pick a date and assign a club member to find the project (e.g. follow the spirit of “Rotarians at Work” Day)

7. Recent Local Project Examples • Backpacks for schoolchildren • Robotics Program support • Tutoring projects • Rescue Tubes • Holiday shopping programs NOTE: 2013-2014 will allow substantially more funding than before and permit more meaningful projects. What are your plans?

8. Finding Global Projects • Find good partner clubs • District Governor connections • International Convention • Previous projects • Matchinggrants.org • Grant Resource Leaders (GRLs) TIP 1: Don’t “push” a project onto a Host Club … honestly assess their motivation to oversee the effort TIP 2: D5000 will match Club cash 2:1 in 2013-2014 … gives 5.5 x leverage!!

9. Recent Global Project Examples • Purchase & install Dialysis machine (Bangkok) • Install water piping to houses in remote areas (Egypt) • Support vocational training center (Philippines) • Single mothers/children medical treatment (Romania) • Install respirator in hospital (Thailand) NOTE: 2013-2014 requires projects to be > $30,000 so partnering with other clubs practically mandatory

10. Conducting a Grant • Determine a need … local or international • Determine project leaders • Develop a budget and timeline for execution • District Grants … applications due by May before Year • Global Grants … applications due by March 31 of Year • Apply for funds • District Grant … 2-page form • Global Grant … on-line application • Once funded … execute project • Must be a good steward of funds!! • Submit Completion Report

11. New District Grant Requirements • Must use separate bank account for funds • Single bank account for multiple grants OK • Cannot co-mingle funds • Requires Financial Management plan to be in place • Succession plan for accounts

12. New Global Grant Requirements • Global Grants must meet one of six Areas of Focus • Peace & Conflict Resolution - Disease Prevention & Treatment • Water & Sanitation - Maternal & Child Health • Basic Education & Literacy - Economic & Community Development • Include active participation of benefiting community • Results must be measurable • Results must be sustainable

13. Basic Grants Timeline • Not a big change ….

14. Funding Your Projects Cash from Other Donors & Organizations District Designated Funds (DDF) Matching Funds from TRF (Global Grants only) Cash from Club Project Beneficiaries

15. What is DDF? D5000 Rotarian gives $1,000 to TRF (does not mark “SHARE”) World Fund Rotary Projects $1,000

16. What is DDF? World Fund Rotary Projects $500 D5000 Rotarian gives $1,000 to TRF (marks “SHARE”) D5000-directed Rotary Projects DDF (D5000 controls) $500

17. How Does My Club Get DDF? • D5000 receives ~$180,000 of DDF annually • Method of allocating to Clubs spelled out in “Policies & Procedures” Manual • FIRST … District-level Projects and Target Areas • SECOND … Remainder to Humanitarian Grants Approximate Amount • Global Scholarships $15,000 • Vocational Training Team $15,000 • Contributions to PolioPlus/RCIS $20,000 • Humanitarian Grants (Club-directed) $130,000 $180,000

18. How Does My Club Get DDF? • 20% of DDF allocated to Clubs as “No-Match” Funds • Does not require club to contribute cash • Can be used toward Global OR District Grants (Big Change!!) • Amount based on average of last three years of giving • Remainder of DDF is “Matched” Funds • D5000 will match Club cash pledges 2:1 • Can be used toward Global OR District Grants Approximate Amount DDF for Humanitarian Grants $130,000 “No-Match” Funds …………………………... $36,000 “Matched” Funds ……………………………. $94,000

19. D5000 DDF Summary $180,000 $15,000 Global Scholarship $15,000 Vocational Training Team $130,000 Humanitarian Grants $20,000 PolioPlus RCIS $36,000 “No-Match” $94,000 “Matched Funds” $ _______ District Grants $ _______ Global Grants TRF World Fund (Max = $90,000)

20. Example – District Grant • Club has $500 in “No-Match” DDF • Can conduct $500 District Grant project without adding cash • But … if club pledges additional $500 … “No-Match” DDF $500 Club Cash $500 “Matched” DDF (2:1) $1,000 Total $2,000

21. Example – Global Grant • Club has $500 in “No-Match” DDF • Can contribute $500 to Global Grant project without cash • TRF will match 1:1 … total funds to project = $1,000 • But … if club pledges additional $500 … “No-Match” DDF $500 Club Cash $500 “Matched” DDF (2:1) $1,000 “TRF Match (0.5:1 Cash / 1:1 DDF) $1,750 Total $3,750

22. Decisions, Decisions • Previous system dictated split between Local and International projects • TRF limited total local projects to 20% of DDF • New limit is 50% of total DDF … tough to get there • Global Grants receive TRF match • With 2:1 DDF match, minimum of 5.5:1 leverage!! • But … Projects must be larger (minimum of ~$30,000) • Clubs must now choose how to split limited resources

23. So What’s Up with the Qualification? • Previously … TRF controlled all projects • Reviewed all completion reports … including DSG • System began overwhelming limited TRF staff • Now … Districts and Clubs control larger portion • District Grant completions now District responsibility • Clubs must qualify to appropriately handle larger amounts of funds

24. Other Resources • Rotary.org • Member Access … “Rotary Foundation Grants (2013-2014)” • “Members” … “Running a District” … “Future Vision Pilot” • Grant Management Manual (TRF) • Future Vision Quick Reference Guide • D5000 Policies & Procedures Manual

25. Questions??