THE ROTARY FOUNDATION

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THE ROTARY FOUNDATION

• SHARE SYSTEM AND MORE

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ACRONYMS

• RIROTARY INTERNATIONAL
• TRFTHE ROTARY FOUNDATION
• DGDISTRICT GOVERNOR
• DRFCCDISTRICT ROTARY FDN COMMITTEE CHAIR
• DGSCDISTRICT GRANTS SUBCOMMITTEE CHAIR

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ACRONYMS

• MGMatching Grants
• DSGDistrict Simplified Grants
• APFANNUAL PROGRAM FUND
• DDFDISTRICT DESIGNATED FUNDS
• GSEGROUP STUDY EXCHANGE
• FVFuture Visions

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How Contributions Flow from Donors to Grant
Programs
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GLOBAL CONTRIBUTION FORM (form 123)

• YOUR NAME
• Ask your Club Foundation Chair for your Club
  Recognition Summery
• Lead by examplegive something today
• You can also contribute online www.rotary.org/cont
  ribute
• Member Accesssign in and go to the contribution
  page and a partly completed form will
  appearfollow the online directions

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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

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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 DDFonly 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

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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

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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 Exchangeeach District gets one GSE
  team/year paid for from the World Fund
• -District Matching Grants
• (will change in 2013-2014 with FV)

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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)

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RESTRICTED GIVING

• The money you donateyou 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)

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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 _at_ 27,000
  each--54,000
• Matching Grants--164,724

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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 date9/30/12
• Can only be used for MG
• Learn more at MG Session

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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

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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

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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

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MATCHING GRANTS

• All International Partners must fund at least 50
  of the projectso
• 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

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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

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DISTRICT TRAVEL GRANTS (DTG)

• UNIQUE TO OUR DISTRICTFunded by the District
  5240 Charitable Foundation
• Max amount 1500 individual3000 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

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ROTARACT GRANT

• Funded by District 5240 Charitable Foundation
• for match up to 2000/Rotaract Cluba Club
  can do multiple projects up to the 2000 limit
• Applications sent to DGSCelectronically
• 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

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WHERE TO FIND GRANT MATERIAL

• ALL GRANT GUIDELINES AND APPLICATIONS CAN BE
  FOUND ON THE DISTRICT WEB-SITE
• District 5240.org

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GRANT COMMITTEE STRUCTURE

• CHANGING THIS YEAR
• DRFCCPDG ANIL GARG
• DISTRICT GRANT SUB-COMMITTEE CHAIRDAN GIORDANO
• MG CHAIRHEATHER FRANKLE
• DSG CHAIRBRUCE HOWARD
• DISTRICT GRANTS FINANCIAL COORDINATORLARRY SMITH

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MATCHING GRANT COMMITTEE MEMBERS

• MATCHING GRANTS CHAIR
• Heather Frankle-R.C. Simi Sunrise
• Committee members..
• Kay BlissR.C. of Ojai
• Bob LataR.C. of Paso Robles
• Ken ParkerR.C. of Santa Maria
• Tim TrujilloR.C. of Tehachapi

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DISTRICT SIMPLIFIED GRANT COMMITTEE MEMBERS

• DISTRICT SIMPLIFIED GRANTS CHAIR
• Bruce Howard-R.C. of Cambria
• Committee members..
• Kim BisheffR.C. of S.L.O Daybreak
• Max CopenhagenR.C. of Camarillo
• Erie JohnsonR.C. of Kern River Valley
• John WeissEco-R.C. of Morro Bay

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HOW TO APPLY

• ALL GRANT APPLICATIONS MUST BE SENT
  (ELECTRONICALLY) TO THE DISTRICT GRANT
  SUBCOMMITTEE CHAIR
• 2012-2013 ChairDan Giordano
• R.C. of Bakersfield East
• E-mail dgiordano_at_bak.rr.com
• Home 661-834-1065
• 2013-14 ChairDan Giordano

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FUTURE VISIONS

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

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FUTURE VISIONS

• NON-PILOT DISTRICT
• D-5240 is a Non-Pilot District for one more
  Rotary year
• Cant do Matching Grant with Pilot District
  because MGs 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

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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

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GRANT SEMINARS and BREAK-OUT SCHEDULE

• March 31, 2012-District Assembly _at_ Pacifica High
  School, Oxnard
• April 14, 2012-District Assembly _at_ 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

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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

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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

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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

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ARE YOUR CLUB CHAIRS IN PLACE

• ASK YOUR INCOMING PRESIDENT
• WHO WILL BE YOUR CLUBS FOUNDATION CHAIR?
• YOUR CLUBS GRANTS CHAIR?
• YOUR CLUBS TRANSITION CHAIR?

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REMEMBER, THE AMOUNT OF DDF A DISTRICT RECEIVES
FOR THE YEAR DEPENDS ON THE AMOUNT OF ANNUAL
GIVING TO APF THREE YEARS PRIOR
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PLEASE BE AN ANNUAL DONOR TO THE ROTARY
FOUNDATION ANNUAL PROGRAMS FUNDTHINK
EREYEVERY ROTARIAN EVERY YEAR 100
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QUESTIONS