1. Role of The Rotary Foundation (TRF) in funding Grants? Narayan Murarka Barrington Breakfast Rotary Club Global Grants Coordinator District 6440 April 10, 2015 1

2. The Rotary Foundation (TRF) “Doing Good in the World” through Humanitarian and Educational Programs 2

3. TRF Programs? Polio Eradication District Grants Global Grants Peace Scholars Others …. 3

4. HOW? Establish Policies, Process and Infrastructure Establish Policies, Process and Infrastructure Terms & Conditions for Grants Terms & Conditions for Grants Areas of Focus Areas of Focus Empower and Engage Rotarians Empower and Engage Rotarians Establish Funding Mechanisms Establish Funding Mechanisms 4

5. Empower & Engage Rotarians Rotarians initiate and execute projects within TRF Guidelines Rotarians initiate and execute projects within TRF Guidelines Rotarians are responsible for the stewardship of funds Rotarians are responsible for the stewardship of funds Rotarians decide what, where and how for projects without top down directives Rotarians decide what, where and how for projects without top down directives 5

6. TRF provides funding for projects Funding based on matching formulas Funding based on matching formulas In a way, serves as a bank without interest rates, monthly payments or penalties In a way, serves as a bank without interest rates, monthly payments or penalties Clearly defined purpose as “Doing Good” Clearly defined purpose as “Doing Good” Every Rotary Club has access to funding based on merits of the project Every Rotary Club has access to funding based on merits of the project 6

7. Our Discussions are based on Our Discussions are based on D-6440 DDF Matching policies Without Considering Restrictions Without Considering Restrictions Other districts have their own policies Other districts have their own policies 7

8. What is District Designated Funds (DDF) DDF amount is one-half of the Total District contribution to The Annual Fund three years prior DDF amount is one-half of the Total District contribution to The Annual Fund three years prior Total District contribution = Sum of contributions from all clubs, individual Rotarians and others Total District contribution = Sum of contributions from all clubs, individual Rotarians and others Not to be confused with One Year prior policy for DDF matches for Grants Not to be confused with One Year prior policy for DDF matches for Grants 8

9. What is District Designated Funds (DDF) TRF empowers the district to manage DDF to provide matching for grants TRF empowers the district to manage DDF to provide matching for grants District does not receive any check for these funds District does not receive any check for these funds Although managed by the district, these funds are truly TRF funds Although managed by the district, these funds are truly TRF funds 9

10. Three funding components … CLUB CASH CLUB CASH A single club A single club A group of clubs partnering together A group of clubs partnering together DISTRICT DESIGNATED FUNDS (DDF) DISTRICT DESIGNATED FUNDS (DDF) Each district has its own matching policy Each district has its own matching policy For D6440, dollar for dollar match with some restrictions For D6440, dollar for dollar match with some restrictions FOUNDATION (TRF) MATCHING FUNDS FOUNDATION (TRF) MATCHING FUNDS Worldwide formula, 50 cents on the dollar Worldwide formula, 50 cents on the dollar Dollar for dollar on DDF Dollar for dollar on DDF 10

11. Total TRF Funding towards a Grant Is equal to DDF + TRF Match 11

12. The impact of matching … District Grants With DDF Without considering restrictions … Without considering restrictions … Club cash$1.00 (50%) Club cash$1.00 (50%) DDF $1.00 DDF $1.00 TRF match$0.00 TRF match$0.00 Total TRF Funding$1.00 (50%) Total TRF Funding$1.00 (50%) Total Project Funding$2.00 (100%) Total Project Funding$2.00 (100%) ONE CLUB DOLLAR HAS TURNED INTO TWO DOLLARS OF PROJECT FUNDING! OF PROJECT FUNDING! 12

13. The impact of matching … Global Grants Without DDF Without considering restrictions … Without considering restrictions … Club cash$1.00 (67%) Club cash$1.00 (67%) DDF $0.00 DDF $0.00 TRF match$0.50 TRF match$0.50 Total TRF Funding$0.50 (33%) Total TRF Funding$0.50 (33%) Total Project Funding$1.50 (100%) Total Project Funding$1.50 (100%) ONE CLUB DOLLAR HAS TURNED INTO ONE DOLLAR AND FIFTY CENTS OF PROJECT FUNDING! OF PROJECT FUNDING! 13

14. The impact of matching … Global Grants With DDF Without considering restrictions … Without considering restrictions … Club cash$1.00 (29%) Club cash$1.00 (29%) DDF $1.00 DDF $1.00 TRF match$1.50 TRF match$1.50 Total TRF Funding$2.50 (71%) Total TRF Funding$2.50 (71%) Total Project Funding$3.50 (100%) Total Project Funding$3.50 (100%) ONE CLUB DOLLAR HAS TURNED INTO THREE DOLLARS AND FIFTY CENTS OF PROJECT FUNDING! OF PROJECT FUNDING! 14

15. Role of DDF as a Multiplier District Grants District Grants Multiplier with DDF= 2.0 Multiplier with DDF= 2.0 Multiplier without DDF= 1.0 Multiplier without DDF= 1.0 Global Grants: Global Grants: Multiplier with DDF= 3.5 Multiplier with DDF= 3.5 Multiplier without DDF= 1.5 Multiplier without DDF= 1.5 Multiplier value depends on DDF Multiplier value depends on DDF 15

16. A Typical Example Start with $20,000 in club cash Start with $20,000 in club cash Build the Global Grant Budget under these two scenarios Build the Global Grant Budget under these two scenarios With DDF With DDF Without DDF Without DDF 16

17. TRF Funding = DDF + TRF Match ____________________________ TRF Funding (71%) Project Budget 17

18. ___________ ____________________ Cash TRF Funding (33%) TRF Funding = DDF + TRF Match 18

19. Funding Components of a Global Grant with DDF Budget ________________ _________________ Budget TRF Funding ______________ Funding Components of a Global Grant without DDF TRF Funding Cash 19

20. Two Scenarios for Global Grant Club CashTRF Total FundingBudget With DDF$20,000$50,000$70,000 With DDF$20,000$50,000$70,000 Without DDF$20,000$10,000$30,000 Without DDF$20,000$10,000$30,000 DDF plays a vital role in determining TRF’s portion towards the project budget 20

21. D-6440 Approved Global Grants for 2013-14 Case Study 21

22. D-6440 Approved Global Grants for 2013-14 D-6440 Lead Club DescriptionHost CountryTotal Budget Chicagoland Korean Computer Reading and Learning CenterDominican Republic $41,899 Barrington Breakfast Sumpango Area Water, Nutrition, Health and Community Development Guatemala$194,075 D-6440#1 Digital X-Ray ProjectGuatemala$79,010 Glenview SunriseGuatemala Literacy Project District 5450 LeadGuatemala$21,000 Skokie ValleyRio Dulce River Clinic Revitalization and ExpansionGuatemala$53,792 D-6440#2 Digital X-Ray ProjectGuatemala$72,454 D-6440#3 Digital X-Ray ProjectGuatemala$72,454 22

23. D-6440 Approved Global Grants for 2013-14 D-6440 Lead Club DescriptionHost CountryTotal Budget St. Charles Breakfast Armenta Honduras Water Distributing ProjectHonduras$71,500 GurneeKenyan Water Project - Crying Children of Africa OrphanageKenya$62,500 WheatonChildren Anemia Evaluation, Prevention and TreatmentPeru$40,625 Libertyville Sunrise Buffalo City Early Childhood DevelopmentS. Africa$50,000 AntiochVocational Training & Digital Literacy Development ProjectTanzania$66,250 Evanston NoonUgandan Water Well ProjectUganda$33,000 23

24. D-6440 Approved Global Grants for 2013-14 Total $ value of Budget$900,000 Total $ value of Budget$900,000 Total # of Global Grants13 Total # of Global Grants13 Number of Sponsoring Clubs11 Number of Sponsoring Clubs11 Number of Host Countries8 Number of Host Countries8 24

25. D-6440 Approved Global Grants for 2013-14 Average Club Cash per Grant$18,000 Average Club Cash per Grant$18,000 Average DDF per Grant$21,000 Average DDF per Grant$21,000 Average TRF Match per Grant$30,000 Average TRF Match per Grant$30,000 Average TRF Funding per Grant$51,000 Average TRF Funding per Grant$51,000 Average $ Budget per Grant$69,000 Average $ Budget per Grant$69,000 25

26. _____________________ Budget TRF Funding Funding Components of 2013-14 Approved Global Grants TRF Funding = DDF + TRF Match 26

27. Role of TRF in funding Grants Global District Total GrantsGrants Total Budget$900,000$450,000$1,350,000 Total Budget$900,000$450,000$1,350,000 TRF Funds$665,000 $110,000$775,000 TRF Funds$665,000 $110,000$775,000 Club Cash$235,000$340,000$575,000 Club Cash$235,000$340,000$575,000 TRF is a MAJOR funding source of District and Global Grants TRF is a MAJOR funding source of District and Global Grants Contrast $775,000 with about $400,000 that the District contributed to the Foundation three years prior Contrast $775,000 with about $400,000 that the District contributed to the Foundation three years prior 27

28. Partnership Where did the Club Cash of $235,000 for Global Grants and $340,00 for District Grants come from? Where did the Club Cash of $235,000 for Global Grants and $340,00 for District Grants come from? Partnership is critical to the sponsoring of District & Global Grants Partnership is critical to the sponsoring of District & Global Grants 28

29. Partnership Thanks to 35-40 D-6440 clubs who partnered on Global Grants during 2013-14 Thanks to 35-40 D-6440 clubs who partnered on Global Grants during 2013-14 Thanks also for partnership from 10-12 clubs from other Districts Thanks also for partnership from 10-12 clubs from other Districts Thanks also to over 12 Districts for their DDF contributions Thanks also to over 12 Districts for their DDF contributions 29

30. How DDF impacts the number of Global Grants that can be matched? 30

31. DDF & Number of Grants? District’s Total Contributions to TRF three years prior One-half comes back to the district as DDF DDF amount establishes the number of Grants that can be matched 31

32. 32

33. Forecast for # of Future Global Grants 2013-1413Due to carry forward of unspent DDF from prior years 2013-1413Due to carry forward of unspent DDF from prior years 2014-15 9A limited carry forward with none remaining for next year 2014-15 9A limited carry forward with none remaining for next year 2015-163-4Reduced District Contributions to TRF 2015-163-4Reduced District Contributions to TRF 2016-173-4Reduced District Contributions to TRF 2016-173-4Reduced District Contributions to TRF 2017-18???We have a chance to do better if ……. 2017-18???We have a chance to do better if ……. 33

34. The number of Global Grants is forecasted to go down in future What will it take to turn this situation around? 34

35. The number of Global Grants is forecasted to go down in future What will it take to turn this situation around? Increase contributions to the Rotary Foundation 35

36. Bottom Line DDF drives TRF’s funding component of budget DDF drives TRF’s funding component of budget DDF drives the number of grants that the district can match DDF drives the number of grants that the district can match More DDF is needed to sponsor more Grants More DDF is needed to sponsor more Grants 36

37. Role of The Rotary Foundation in financing Grants? What is in it for me? Return on Investment over 3 years = 2:1 37

38. Role of The Rotary Foundation in financing Grants? You be the Judge! 38