THE ROTARY THE ROTARY FOUNDATIONFOUNDATION

SHARE SYSTEM AND MORESHARE SYSTEM AND MORE

ACRONYMSACRONYMS

RI—ROTARY INTERNATIONALRI—ROTARY INTERNATIONAL TRF—THE ROTARY FOUNDATIONTRF—THE ROTARY FOUNDATION DG—DISTRICT GOVERNORDG—DISTRICT GOVERNOR DRFCC—DISTRICT ROTARY FDN DRFCC—DISTRICT ROTARY FDN

COMMITTEE CHAIRCOMMITTEE CHAIR DGSC—DISTRICT GRANTS DGSC—DISTRICT GRANTS

SUBCOMMITTEE CHAIRSUBCOMMITTEE CHAIR

ACRONYMSACRONYMS

MG—Matching GrantsMG—Matching Grants DSG—District Simplified GrantsDSG—District Simplified Grants APF—ANNUAL PROGRAM FUNDAPF—ANNUAL PROGRAM FUND DDF—DISTRICTDDF—DISTRICT DESIGNATED FUNDS DESIGNATED FUNDS GSE—GROUP STUDY EXCHANGEGSE—GROUP STUDY EXCHANGE FV—Future VisionsFV—Future Visions

How Contributions Flow from Donors to Grant ProgramsHow Contributions Flow from Donors to Grant Programs

GLOBAL CONTRIBUTION FORMGLOBAL CONTRIBUTION FORM (form 123)(form 123)

YOUR NAMEYOUR NAME• Ask your Club Foundation Chair for your Ask your Club Foundation Chair for your

Club Recognition SummeryClub Recognition Summery• Lead by example—give something todayLead by example—give something today• You can also contribute online You can also contribute online

www.rotary.org/contribute • Member Access—sign in and go to the Member Access—sign in and go to the

contribution page and a partly contribution page and a partly completed form will appear—follow the completed form will appear—follow the online directions online directions

THE ROTARY FOUNDATIONTHE ROTARY FOUNDATION

HOW IT ALL WORKSHOW IT ALL WORKS It all begins with a donationIt all begins with a donation The donation can move in one of The donation can move in one of

three waysthree ways• The Permanent FundThe Permanent Fund• Annual Programs Fund (APF)Annual Programs Fund (APF)• Restricted GivingRestricted Giving

PERMANENT FUNDPERMANENT FUND The money donated to the Permanent The money donated to the Permanent

Fund will be kept indefinitely by The Fund will be kept indefinitely by The Rotary FoundationRotary Foundation

Only the earnings from the money will be Only the earnings from the money will be spent for Foundation Programsspent for Foundation Programs

The earnings can also be split (after 3 The earnings can also be split (after 3 years) between the World Fund and DDF…years) between the World Fund and DDF…only if the Donor specifies on the Global only if the Donor specifies on the Global Contribution Form that the donation go to Contribution Form that the donation go to the SHARE SYSTEMthe SHARE SYSTEM

NOT PAUL HARRIS RECOGNIZED NOT PAUL HARRIS RECOGNIZED District Chair-PDG Luz Maria Ortiz SmithDistrict Chair-PDG Luz Maria Ortiz Smith

ANNUAL PROGRAMS FUNDANNUAL PROGRAMS FUND (APF)(APF)

-District Fundraising Subcommittee Chair-District Fundraising Subcommittee Chair

PDG Jane McClenahanPDG Jane McClenahan

-The donations are kept in this fund for three -The donations are kept in this fund for three yearsyears

-After three years the money is split… 50% -After three years the money is split… 50% to the World Fund and 50% back to the to the World Fund and 50% back to the District as District Designated Funds (DDF)District as District Designated Funds (DDF)

--PAUL HARRIS RECOGNITIONPAUL HARRIS RECOGNITION

ANNUAL PROGRAMS FUNDANNUAL PROGRAMS FUND (APF) THE WORLD FUND (APF) THE WORLD FUND

The World Fund is used by The Rotary The World Fund is used by The Rotary Foundation (TRF) to fund……Foundation (TRF) to fund……-Polio Plus-Polio Plus

-Humanitarian Grants-Humanitarian Grants

-Group Study Exchange—each District -Group Study Exchange—each District gets one GSE team/year paid for from gets one GSE team/year paid for from the World Fundthe World Fund**

-District Matching Grants-District Matching Grants

*(will change in 2013-2014 with FV)*(will change in 2013-2014 with FV)

ANNUAL PROGRAMS FUND ANNUAL PROGRAMS FUND (APF) and DISTRICT (APF) and DISTRICT

DESIGNATED FUNDSDESIGNATED FUNDS (DDF)(DDF) DDF can be spent on many Foundation DDF can be spent on many Foundation

and District Projectsand District Projects• Polio PlusPolio Plus• Humanitarian GrantsHumanitarian Grants• GSEGSE**• Ambassadorial ScholarshipsAmbassadorial Scholarships**• Matching GrantsMatching Grants**• District Simplified Grants (DSG)District Simplified Grants (DSG)**

*(will change in 2013-2014 with FV)*(will change in 2013-2014 with FV)

RESTRICTED GIVINGRESTRICTED GIVING

The money you donate……you designate a The money you donate……you designate a place for it to be used such as……place for it to be used such as……

Polio PlusPolio Plus Matching/Humanitarian Grant (use TRF Matching/Humanitarian Grant (use TRF

Grant Pre-approved Number)Grant Pre-approved Number) PAUL HARRIS RECOGNITIONPAUL HARRIS RECOGNITION

Disaster Recovery Disaster Recovery (no PHF RECOGNITION)(no PHF RECOGNITION)

DDF to D.5240 2012-2013DDF to D.5240 2012-2013

3 years ago D-5240 gave $559,312 to APF & 3 years ago D-5240 gave $559,312 to APF & PF-(share)PF-(share)

World Fund will receive 50% $World Fund will receive 50% $279,656279,656 District 5240 will receives 50% in DDF District 5240 will receives 50% in DDF

$279,656$279,656 20% to DSG--20% to DSG--$55,931$55,931 Minus GSE-- $5000Minus GSE-- $5000 Minus 2 Ambassadorial Scholarships @ Minus 2 Ambassadorial Scholarships @

$27,000 each--$54,000$27,000 each--$54,000 Matching Grants--Matching Grants--$164,724$164,724

DISTRICT ALLOCATION DISTRICT ALLOCATION PROCESSPROCESS

DDF is allocated to each Club based on DDF is allocated to each Club based on prior 3 years of APF giving as a % of total prior 3 years of APF giving as a % of total DDF to MGDDF to MG

% based on MG $164,724% based on MG $164,724• Fosters cooperation and communication (deal-Fosters cooperation and communication (deal-

making) between Clubsmaking) between Clubs• And it encourages Clubs to support APFAnd it encourages Clubs to support APF

Clubs own their allocation until a pre-Clubs own their allocation until a pre-determined cutoff date—determined cutoff date—9/30/129/30/12

Can only be used for MGCan only be used for MG Learn more at MG SessionLearn more at MG Session

MATCHING GRANTSMATCHING GRANTS International ProjectInternational Project International PartnerInternational Partner TRF (World Fund ) and DDF matchTRF (World Fund ) and DDF match Min. TRF match $5000*Min. TRF match $5000* DDF matches Club cash $1 for $1DDF matches Club cash $1 for $1 TRF matches Club cash $.50 to $1TRF matches Club cash $.50 to $1 TRF matches DDF $1 for $1TRF matches DDF $1 for $1 Min. $100 from project Host ClubMin. $100 from project Host Club

*will change in 2013-2014 FV*will change in 2013-2014 FV

MATCHING GRANTSMATCHING GRANTS A MG can ask TRF/World Fund for $5000 to A MG can ask TRF/World Fund for $5000 to

$25,000 total$25,000 total

Require District Grant Committee, DRFCC, Require District Grant Committee, DRFCC, & DG approval before moving to TRF for & DG approval before moving to TRF for approval and a Grant number approval and a Grant number

Competitive Matching Grants start at a Competitive Matching Grants start at a minimum of $25,001 to $200,000 in minimum of $25,001 to $200,000 in TRF/World Fund moneyTRF/World Fund money

R.I. Trustees review and approve two R.I. Trustees review and approve two times a year in March and October times a year in March and October

HOW TO SPEND WORLD FUND $ AND DDF $ BY DOING A

MATCHING GRANT DISTRICT TRF (World Fund)Club cash-$5,000 $2500Host Club-$100 $50.00DDF-------$5000 $5000

Club/District cash-$10,100TRF (World Fund)- $7,550

TOTAL-$17,650

MATCHING GRANTSMATCHING GRANTS

All International Partners must fund at All International Partners must fund at least 50% of the project……soleast 50% of the project……so

If the US is the Host Country/PartnerIf the US is the Host Country/Partner

International Partner must generate 50% International Partner must generate 50% of the Grant funding in cash, DDF, or a of the Grant funding in cash, DDF, or a combination of both to the projectcombination of both to the project

DISTRICT SIMPLIFIED GRANTSDISTRICT SIMPLIFIED GRANTS (DSG)(DSG)

International or localInternational or local Partner not requiredPartner not required No TRF (World Fund) fundingNo TRF (World Fund) funding DDF match onlyDDF match only DDF match $1 for $1DDF match $1 for $1

• Max $3K match for one ClubMax $3K match for one Club• Max $4K match if 2 or more ClubsMax $4K match if 2 or more Clubs

More to come at the DSG sessionMore to come at the DSG session

DISTRICT TRAVEL GRANTSDISTRICT TRAVEL GRANTS (DTG)(DTG)

UNIQUE TO OUR DISTRICT—Funded by the District UNIQUE TO OUR DISTRICT—Funded by the District 5240 Charitable Foundation5240 Charitable Foundation

Max amount $1500 individual…$3000 for a group Max amount $1500 individual…$3000 for a group of 3 or moreof 3 or more

$ for $ match$ for $ match 1 DTG/Club /Rotary year1 DTG/Club /Rotary year Rotarians & Non-Rotarians must have Rotarians & Non-Rotarians must have specific specific

knowledge and/or skillsknowledge and/or skills pertaining to the Planning pertaining to the Planning Mission Mission

An individual may only apply once every 3 yearsAn individual may only apply once every 3 years NID travel not eligibleNID travel not eligible Final repot due within 90 days of returnFinal repot due within 90 days of return Unused funds returned to the DistrictUnused funds returned to the District

ROTARACT GRANTROTARACT GRANT

Funded by District 5240 Charitable Funded by District 5240 Charitable FoundationFoundation

$ for $ match up to $2000/Rotaract Club…$ for $ match up to $2000/Rotaract Club…a Club can do multiple projects up to the a Club can do multiple projects up to the $2000 limit$2000 limit

Applications sent to DGSC…electronically Applications sent to DGSC…electronically Reimbursement will not be issued without Reimbursement will not be issued without

an approved final report sent to DGSCan approved final report sent to DGSC If final report is past due, no additional If final report is past due, no additional

fundingfunding Grant application and Guidelines will be on Grant application and Guidelines will be on

District web-siteDistrict web-site

WHERE TO FIND GRANT MATERIAL

ALL GRANT GUIDELINES AND APPLICATIONS CAN BE FOUND ON THE DISTRICT WEB-SITE

District 5240.org

GRANT COMMITTEE STRUCTURE

CHANGING THIS YEAR

DRFCC—PDG ANIL GARG DISTRICT GRANT SUB-COMMITTEE

CHAIR—DAN GIORDANO MG CHAIR—HEATHER FRANKLE DSG CHAIR—BRUCE HOWARD DISTRICT GRANTS FINANCIAL

COORDINATOR—LARRY SMITH

MATCHING GRANT COMMITTEE MATCHING GRANT COMMITTEE MEMBERSMEMBERS

MATCHING GRANTS CHAIRMATCHING GRANTS CHAIR

Heather Frankle-R.C. Simi SunriseHeather Frankle-R.C. Simi Sunrise

Committee members…..Committee members…..

Kay Bliss—R.C. of OjaiKay Bliss—R.C. of Ojai

Bob Lata—R.C. of Paso RoblesBob Lata—R.C. of Paso Robles

Ken Parker—R.C. of Santa MariaKen Parker—R.C. of Santa Maria

Tim Trujillo—R.C. of TehachapiTim Trujillo—R.C. of Tehachapi

DISTRICT SIMPLIFIED GRANT DISTRICT SIMPLIFIED GRANT COMMITTEE MEMBERSCOMMITTEE MEMBERS

DISTRICT SIMPLIFIED GRANTS CHAIRDISTRICT SIMPLIFIED GRANTS CHAIR Bruce Howard-R.C. of CambriaBruce Howard-R.C. of Cambria

Committee members…..Committee members…..Kim Bisheff—R.C. of S.L.O DaybreakKim Bisheff—R.C. of S.L.O DaybreakMax Copenhagen—R.C. of Camarillo Max Copenhagen—R.C. of Camarillo Erie Johnson—R.C. of Kern River ValleyErie Johnson—R.C. of Kern River ValleyJohn Weiss—Eco-R.C. of Morro BayJohn Weiss—Eco-R.C. of Morro Bay

HOW TO APPLYHOW TO APPLY

ALL GRANT APPLICATIONS MUST BE SENT ALL GRANT APPLICATIONS MUST BE SENT (ELECTRONICALLY) TO THE DISTRICT (ELECTRONICALLY) TO THE DISTRICT GRANT SUBCOMMITTEE CHAIRGRANT SUBCOMMITTEE CHAIR

2012-2013 Chair—Dan Giordano2012-2013 Chair—Dan Giordano• R.C. of Bakersfield EastR.C. of Bakersfield East• E-mail E-mail dgiordano@bak.rr.com• Home 661-834-1065Home 661-834-1065

2013-14 Chair—Dan Giordano2013-14 Chair—Dan Giordano

FUTURE VISIONS FUTURE VISIONS

WILL BE IMPLEMENTED IN ROTARY WILL BE IMPLEMENTED IN ROTARY YEAR 2013-2014YEAR 2013-2014• More to comeMore to come

Until then RI has designated PILOT Until then RI has designated PILOT and NON-PILOT DISTRICTS and NON-PILOT DISTRICTS

FUTURE VISIONSFUTURE VISIONS

NON-PILOT DISTRICTNON-PILOT DISTRICT• D-5240 is a D-5240 is a Non-Pilot DistrictNon-Pilot District for one more for one more

Rotary yearRotary year• Can’t do Matching Grant with Pilot District Can’t do Matching Grant with Pilot District

because MG’s do not exist in a Pilot because MG’s do not exist in a Pilot DistrictDistrict

• D-5240 can do a DSG with a Pilot District D-5240 can do a DSG with a Pilot District since no TRF funds are involved since no TRF funds are involved

• A Pilot District can receive from D-5240 or A Pilot District can receive from D-5240 or transfer to D-5240 DDF for an ongoing transfer to D-5240 DDF for an ongoing projectproject

TRANSITIONING to FUTURE TRANSITIONING to FUTURE VISIONSVISIONS

The upcoming Rotary Year 2012-The upcoming Rotary Year 2012-2013 is the transition year for Non-2013 is the transition year for Non-Pilot Districts to Rotary Year 2013-Pilot Districts to Rotary Year 2013-2014 and the implementation of 2014 and the implementation of Future Visions world wideFuture Visions world wide

Seminars and Break-out Sessions will Seminars and Break-out Sessions will be given throughout the next 15 be given throughout the next 15 months by D-5240 staffmonths by D-5240 staff

GRANT SEMINARS and BREAK-GRANT SEMINARS and BREAK-OUT SCHEDULEOUT SCHEDULE

March 31, 2012-District Assembly @ March 31, 2012-District Assembly @ Pacifica High School, OxnardPacifica High School, Oxnard

April 14, 2012-District Assembly @ April 14, 2012-District Assembly @ CSU BakersfieldCSU Bakersfield

June and July of 2012 dates TBD June and July of 2012 dates TBD there will be Regional Grant Writing there will be Regional Grant Writing Seminars geared toward those new Seminars geared toward those new to Grant writing and to hone the to Grant writing and to hone the skills of seasoned grant writersskills of seasoned grant writers

GRANT SCHEDULE CONTINUEDGRANT SCHEDULE CONTINUED

September 28, 2012 District September 28, 2012 District Conference-Queen Mary, Long BeachConference-Queen Mary, Long Beach

October 13, 2012 Future Visions Club October 13, 2012 Future Visions Club Certification Training-Location TBDCertification Training-Location TBD

January 5, 2013 Mid-Terms-Inland January 5, 2013 Mid-Terms-Inland Sheraton 4 Points, Bakersfield Sheraton 4 Points, Bakersfield Future Future Visions Club Certification Visions Club Certification tentativetentative

January 12, 2013 Mid-Terms-North-January 12, 2013 Mid-Terms-North-Location TBD Location TBD Future Visions Club Future Visions Club CertificationCertification tentative tentative

GRANT SCHEDULE CONTINUEDGRANT SCHEDULE CONTINUED February 2, 2013 Mid-Terms-South February 2, 2013 Mid-Terms-South

Marriott Courtyard, Oxnard Marriott Courtyard, Oxnard Future Visions Future Visions Club CertificationClub Certification tentative tentative

February 22-24, 2013 PETS-LAX MarriotFebruary 22-24, 2013 PETS-LAX Marriot April 6, 2013 District Assembly-CSU April 6, 2013 District Assembly-CSU

BakersfieldBakersfield April 13, 2013 District Assembly-Pacifica April 13, 2013 District Assembly-Pacifica

HS OxnardHS Oxnard May 4, 2013 Grant Writing Seminar-May 4, 2013 Grant Writing Seminar-

TentativeTentative May 18, 2013 Grant Writing Seminar-May 18, 2013 Grant Writing Seminar-

TentativeTentative

WHO SHOULD ATTEND GRANT WHO SHOULD ATTEND GRANT SEMINARSSEMINARS

Club PresidentClub President

Club President-ElectClub President-Elect

Club President-Elect NomineeClub President-Elect Nominee

Club Foundation ChairClub Foundation Chair

Club International Service ChairClub International Service Chair

Club Grant ChairClub Grant Chair

Club Transition ChairClub Transition Chair

ARE YOUR CLUB CHAIRS IN ARE YOUR CLUB CHAIRS IN PLACEPLACE

ASK YOUR ASK YOUR INCOMINGINCOMING PRESIDENT PRESIDENT

WHO WILL BE YOUR CLUB’S FOUNDATION WHO WILL BE YOUR CLUB’S FOUNDATION CHAIR?CHAIR?

……YOUR CLUB’S GRANTS CHAIR?YOUR CLUB’S GRANTS CHAIR?

……YOUR CLUB’S TRANSITION CHAIR?YOUR CLUB’S TRANSITION CHAIR?

REMEMBER, THE AMOUNT REMEMBER, THE AMOUNT OF OF DDFDDF A DISTRICT A DISTRICT

RECEIVES FOR THE YEAR RECEIVES FOR THE YEAR

DEPENDS ON THE AMOUNT DEPENDS ON THE AMOUNT OF ANNUAL GIVING TO OF ANNUAL GIVING TO APFAPF

THREE YEARS PRIOR THREE YEARS PRIOR

PLEASE BE AN ANNUAL DONOR TO THE ROTARY

FOUNDATION ANNUAL PROGRAMS FUND

THINK EREYEVERY ROTARIAN EVERY YEAR

$100

QUESTIONSQUESTIONS