1. District 6980 District Designated Funds DDF Presented at 2015 Grants Workshop Grants Workshop September 12, 2015 Bob Shydo DDF Administrator

2. District Designated Funds (DDF) District 6980 September 12, 2015 Agenda  DDF Funding Cycle  DDF Transfer Form  DDF Tracking Form — 2 —

3. District Designated Funds (DDF) District 6980 September 12, 2015 DDF Funding Cycle  Rotarians and clubs make contributions to the Annual Fund each year.  After 3 Years: 40% of your club’s contributions goes to the World Fund (5% of original amount go to OP EXP) 50% of your club’s contributions comes back to the district as District Designated Funds (DDF) With Revenue Sharing 40% of your club’s original contribution is allocated to your club by the district for use this Rotary Year — 3 —

4. District Designated Funds (DDF) District 6980 September 12, 2015 — 4 —

5. District Designated Funds (DDF) District 6980 September 12, 2015 DDF Allocation with Revenue Sharing 100% of contributions to Annual Fund 40% allocated to World Fund 50% allocated to the District as DDF 80% of District’s DDF allocated to Club 20% of DDF remains with the District — 5 — After 3 Years Through Revenue Sharing 40% of original contribution 10% of original contribution $7,500 $3,375 $3,750DDF $3,000DDF $750DDF -$375

6. District Designated Funds (DDF) District 6980 September 12, 2015 DDF Transfer Form — 6 —

7. District Designated Funds (DDF) District 6980 September 12, 2015 DDF Uses District Grant: District Grant: o Interact o Rotaract o RYLA o GSE o Youth Exchange o Other Global Grant Global Grant Rotary Peace Fellowship Rotary Peace Fellowship Polio Plus Polio Plus District 6980 District 6980 Vocational Training Team Vocational Training Team — 7 —

8. District Designated Funds (DDF) District 6980 September 12, 2015 — 8 —

9. District Designated Funds (DDF) District 6980 September 12, 2015 — 9 — This is what you see if you depress the “Highlight Existing Fields” box in the upper right hand corner

10. District Designated Funds (DDF) District 6980 September 12, 2015 — 10 —

11. District Designated Funds (DDF) District 6980 September 12, 2015 — 11 —

12. District Designated Funds (DDF) District 6980 September 12, 2015 DDF Transfer Form – Sending Info — 12 — All sections must be completed correctly for transfer request to be processed

13. District Designated Funds (DDF) District 6980 September 12, 2015 — 13 —

14. District Designated Funds (DDF) District 6980 September 12, 2015 — 14 — Receiving District and Rotary Club along with the Grant Name or Description are required to be completed correctly for transfer request to be processed. If Grant # is known please provide.

15. District Designated Funds (DDF) District 6980 September 12, 2015 — 15 —

16. District Designated Funds (DDF) District 6980 September 12, 2015 DDF Transfer Form - Confirmation — 16 — Upon receipt of the completed DDF Transfer Form the DDF Administrator will: - review that the information provided is complete, -verify the transferring club has the requested DDF amount, -update the district DDF Tracking Form, -note on the DDF transfer form “Processed” & -send a copy of the processed DDF form to the submitter and the Grants Chair. Processed Confirmation

17. District Designated Funds (DDF) District 6980 September 12, 2015 DDF Tracking Form — 17 —

18. District Designated Funds (DDF) District 6980 September 12, 2015 DDF Tracking Form — 18 —

19. District Designated Funds (DDF) District 6980 September 12, 2015 DDF Tracking Form Explained — 19 — Your club number

20. District Designated Funds (DDF) District 6980 September 12, 2015 DDF Tracking Form Explained — 20 — Your club’s Annual Program Fund (APF) contribution year

21. District Designated Funds (DDF) District 6980 September 12, 2015 DDF Tracking Form Explained — 21 — Your club’s contribution amount to the Annual Program Fund (APF)

22. District Designated Funds (DDF) District 6980 September 12, 2015 DDF Tracking Form Explained — 22 — Rotary year for this DDF allocation report

23. District Designated Funds (DDF) District 6980 September 12, 2015 DDF Tracking Form Explained — 23 — Club’s allocated DDF for the designated Rotary year (APF Giving Total x.40 = Allocated)

24. District Designated Funds (DDF) District 6980 September 12, 2015 DDF Tracking Form Explained — 24 — Club’s current available DDF (Allocated – any DDF transfers (Grants, Polio Plus etc.)) (As of the “Last Update Date )

25. District Designated Funds (DDF) District 6980 September 12, 2015 DDF Tracking Form Explained — 25 — Date of last DDF Tracking Form update

26. District Designated Funds (DDF) District 6980 September 12, 2015 DDF Tracking Form Explained — 26 — Tracking for individual clubs

27. District Designated Funds (DDF) District 6980 September 12, 2015 DDF  Questions?? — 27 —

28. District Designated Funds (DDF) District 6980 September 12, 2015 More Information on DDF Bob Shydo 82scrambler@cfl.rr.com407.497.8111 — 28 —

29. District Designated Funds (DDF) District 6980 September 12, 2015 — 29 —

30. District Designated Funds (DDF) District 6980 September 12, 2015 New Operational Funding Model  A small portion of Endowment Fund spendable earnings provide some funding for operating expenses.  Beginning 1 July 2015, additional sources of funds will be used as needed to pay for the Foundation’s operating expenses.  Five percent of contributions to the Annual Fund will be earmarked for operating expenses or to build the operating reserve to three times annual operating expenses. — 30 —

31. District Designated Funds (DDF) District 6980 September 12, 2015 New Operational Funding Model (cont.)  Five percent of global grant cash contributions will be used to help cover the costs associated with these gifts.  Occasionally, the Foundation receives a large donation (over $500,000) from a corporation or foundation. Up to 10 percent of these gifts will be used to cover our operating expenses.  “This diversifies the Foundation’s sources of funding, making it less reliant on any one source.” — 31 —

32. District Designated Funds (DDF) District 6980 September 12, 2015 — 32 —