Foundation and Future Vision 5580 AG Webinar September 26, 2012 R. Turner

Rotary Foundation Programs Humanitarian and Three H Grants* District Simplified Grants* Ambassadorial Scholarships* Group Study Exchange* Rotary Peace Centres Polio Plus Special initiatives * Programs Change in

Rotary Foundation Funding Investment Earnings District Designate d Fund (DDF) TRF Program Funding SHARE World Fund Rotarian Contribution s

Earnings used for administrative costs % to World Fund Matching Humanitarian Grants 3H Grants GSE Peace Fellows Polio+ 50% to District Designated Fund (DDF) 20% to District Simplified Grants Humanitarian Grants Scholarship GSE $ $236,500 $70,950 $23,650 $118,250 Current Grant Distribution Example ANNUAL PROGRAMS GIVING -- SHARE Simplifies 20% to Polio $23,650

Earnings used for administrative costs % to World Fund Matching Grants Packaged Grants Peace Fellows Polio+ 50% to District Designated Fund (DDF) Up to ½ to District Grants At least ½ to Global Grants $ $259,670 $64,918 $129,835 Future Vision Grant Distribution Example ANNUAL PROGRAMS GIVING -- SHARE

Transition Business as usual However: Clubs should begin planning now for Rotary Year  Global Grants?  District Grants?

Future Vision CLUB QUALIFICATION For Global and District Grants Grant Management Seminar 1 person per club must attend. (PE or representative) TRF’s Club Memorandum of Understanding (MOU) D-5580 Addendum

CLUB MOU with TRF and District Terms of Qualification Club Leadership Responsibilities Financial Management/Stewardship Document Retention Reports D-5580 Addendum D-5580 Mentorship Program Signatures in year before by current President Elect and President ANNUAL SUBMISSION Future Vision

Grant Management Seminar Schedule  Monday March 4, 2013 Bismarck  Tuesday March 5, 2013 Fargo  Wednesday March 6, 2013 Brainerd  Thursday March 7, 2013 Duluth  Friday March 8, 2013 Thunder Bay  April at Dist. Conf. Bemidji

New Model Global Grants (International)  Proposal/Application on rolling basis  Beginning April 2013 and into Rotary Year, via Member Access  Club must work with assigned District mentor to prepare Proposal.  Funds flow within 2 weeks of Application Approval at TRF.  Minimum TRF Grant $15,000.

FUTURE VISION Global Grant Example #1 $10,000 Club(s) 10,000 DDF (1:1 match) 15,000 TRF from World Fund $35,000 Total

FUTURE VISION Global Grant Example #2 $15,000 DDF $15,000 TRF, World Fund $30,000 Total

New Model Packaged Grants (International)  Prepackaged on the shelf at TRF.  All inclusive: Humanitarian project, Scholar, Vocational Training Team.

Future Vision Global Grant Criteria SIX AREAS OF FOCUS Peace and Conflict Prevention/Resolution Disease Prevention and Treatment Water and Sanitation Maternal and Child Health Basic Education and Literacy Economic and Community Development 14

New Model District Grants  Note!! One Annual window of Opportunity for Club Proposals.  Identify Project 4 Months prior to RY  March; work with assigned mentor to prepare Proposal.  Grants Committee will Review proposals March 30.  April 30 Deadline for final Proposals..

New Model District Grants cont.  May; Proposals approved based on criteria and available funding.  Dist. Submits Spending Plan to TRF  Approved Proposals resubmitted as Applications. (Same Document, click Application)  Clubs have until the following May to request grant funds and initiate project

New Model District Grants cont.  Minimum Request $  Maximum Request $5000. per club, up to $ Multi club partnership.  Community, small International projects, scholarship, other.  District will refine criteria this Nov.  Funds available $65,000.

FUTURE VISION District Grant Example $ Club $ DDF $ Total Note: Criteria may change year to year Depending on Funds available and demand

District Grant Criteria ROTARY FOUNDATION MISSION To enable Rotarians to advance world understanding, goodwill and peace through the improvement of health, the support of education, and the elimination of poverty. 19

District Website PowerPoint: From Dist. Conf. Monthly Newsletters. Links to TRF: Club Transition Guidelines July 2012 Rotary E-Learning Center

District Website New Additions  Memorandum of Understanding.  MOU Worksheet.  MOU Addendum.  Quick Reference Guide to Global and District Grants.  District Grant Proposal/Application.

FUTURE VISION ✦ ✦ ✦ YOUR QUESTIONS

FUTURE VISION ✦ ✦ ✦ Thank You