Created by Philippe Lamoise District 5340

Created byPhilippe LamoiseDistrict 5340

Donations to The Rotary Foundation are made by individuals, Rotarians or not.


At the time of the donation, the donor can specify that his/her money is to be used for a specific program, like PolioPlus, or a Global Grant. This is called Restricted Giving.Note that the Global Grant must be approved prior to sending the money, and the grant number must be specified on the donation form.


The donor can also specify that his/her money will go to the Permanent Fund, i.e. the money will be kept indefinitely by The Rotary Foundation, and only the earnings from the money will be spent on Foundation Programs.


If the donor does not specify what his/her money is to be used for, this is called Annual Giving. The money is then kept by The Rotary Foundation for 3 years before it is decided what to do with it. The earnings from the money are used for the operating funds of The Rotary Foundation.Note that the donor gets Paul Harris Credit recognition for donations to Restricted Giving, and to Annual Giving, but not to the Permanent Fund.


After 3 years, the money goes 50% to the World Fund, and 50% back to the District of the donor, as District Designated Funds (DDF).


Earnings from the Permanent Fund may also split between the World Fund and District Designated Funds.Note that unless the donor specifies that his/her donation goes to the SHARE system, the earnings go 100% to the World Fund.


The World Fund is used by The Rotary Foundation to fund programs like PolioPlus, Package Grants, and the matching portion of Global Grants.


Funds that came back to the District as District Designated Funds (DDF), can be spent on many Foundation Programs like PolioPlus, Global Grants, and District Grants. The District Foundation Committee decide on the allocation of funds.Note that the amount of DDF a District gets for a given year depends on the amount of Annual Giving 3 years before.



Foundation Funding Summary

Contributions + Fund-raising

SHARE System

Contributions

Spendable Earnings

Annual Fund

PermanentFund

PolioPlus Fund

ANNUAL PROGRAMS FUND

District Contributions plus funds raised in year 1SHARE in Year

3

District Grants

50% (max)

District Designated

Fund

50% 50%

World Fund

Global Grants(World Fund match to DDF and cash)

Funding Model

Other (Cash, DAF, Permanent

Fund)

District Controlled Trustees Controlled

Flows Back to District

50% (min)

SHARE System &Availability PY 2013-2014

District Global Grants

For 2013-14 and beyond

2010-11 2011-12 2012-13 2013-14

For District Grants

Annual Giving by

District

Unused Funds

$17,561

$35,122 available for DDF

$125,792 rollover plus $17,561

available for global grants

$143,202.00

RI World Fund, back to district to match DDF for non-district projects

Yr. 1 Yr. 2 Yr. 3

DDF: District Controlled Trustee Controlled

$143,202 match for Global Grants etc.

$35,122.00

Dist. 5630 Funds for PY 2013-2014

50% (Max.)

50% Min

$70,244 contributed

50% to World Fund

$17,561

PY: Program Year




2011-12 2012-13 2013-14 2014-15

For District Grants

Annual Giving by

District

Unused Funds

$23,552.35

$47,105.27 available for DDF

$ 83,800 rollover plus $23,552.00


$107,352.00


Yr. 1 Yr. 2 Yr. 3


$47,105.27


50% (Max.)

50% Min

$94,210.53 contributed

50% to World Fund

$23,552.35

PY: Program Year




2012-13 2013-14 2014-15 2015-16

For District Grants

Annual Giving by

District

Unused Funds

$16,875

$33,750 available for DDF

42,000 rollover plus $16,875


$58,875


Yr. 1 Yr. 2 Yr. 3


$33,750.00


50% (Max.)

50% Min

67,500 contributed

50% to World Fund

$16,875

PY: Program Year

SHARE System

Unused DDF rolls forward to the next year; districts

notified in August

2014-152010-11 2011-12 2012-13 2013-14

Unused DDF is calculated; districts notified in May

Funds Raised

Funds Spent

District 5630Grants

• District Grants 2013 -2014– $17,500 DDF Available

• $500 per club – Qualify

• Club MOU• Current 990• Grant training session• No cash match required

District 5630Grants

• Global Grants 2013 -2014– $17,500 DDF Available– $125,792 rollover

• $42,000 available (3 yr. rollover plan)– Qualify

• Club MOU• Current 990• Grant training session

District 5630Foundation

• APF Goals 2012 -2013– District Benchmark $100 per capita

• $130,300 – 1303 members – Club / District Goals

• $84,374 – 28 of 35 clubs set a goal• $65 per capita

– Club Contributions• $67,950 – 33 of 35 clubs contributed to date

District 5630Foundation

• Club Foundation Goals– Clubs that set annual goals

• $103 per capita– Clubs that don’t set annual goals

• $45 per capita– District Grant Funding

• $70,244 2013-2014• $94,210 2014-2015• $67,500 2015-2016

District FoundationWebsite

• www.rotary5630.org - Foundation Tab– Grant information & instruction– Required documents and timelines– Grant forms (paper/pencil for Global grants)– What other clubs and districts are doing– Current district 5630 foundation reports– Help and contact information

http://www.rotary5630.org/

Resources• District Assembly

– Kearney March 23rd 10 – 4• District Grant Training

– UNK Webinar April 13th 10 - 12• District Conference

– O’Neill April 26th 10 – 12• www.rotary5630.org• www.matchinggrants.org• Don Peterson 308-238-1853• [email protected]

http://www.rotary5630.org/

http://www.matchinggrants.org/

mailto:[email protected]

Date post:	10-Feb-2016
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Created by Philippe Lamoise District 5340

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