OUR FOUNDATION GRANTS Slide 1 Rotary Foundation District Grants Rotary Foundation Global Grants PACKAGED GRANTS

Benefactor $1,000 pledge Beneficiaries Rotarians, Clubs, Districts, International partners, Scholars, Communities, Children Saves and Changes Lives Endowment Fund Contribution Retained interest only used Global Grants 50% (general)  Funding for Local Project  Funding for International Projects (Matching Grants)  Vocational Teams  Scholarships  Disaster Relieve  Funding travel for planning and volunteers  District Sponsored 1. Vocational Teams ($15K) 2. Scholarships (15K)  International Service (matching grants)  Club Sponsored 1. Vocational Teams 2. Scholarships  Donations to 1. Polio Eradication 2. Rotary Peace Centers Income Annual Fund Held for 3 years Prior to use District Grants DDF (SHARE) 50% 3rd year Annual Fund total contributions Annual Fund Disbursements Rotary Foundation Distributions Bequest Society $10,000 pledge Major Donor $10,000 cash Arch Klumph Society $250,000 Sustaining Paul Harris $100 per year EREY Every Rotarian Every Year $100 Paul Harris Fellow $1000 Paul Harris Society $1000 annually $ Support $ Individual Rotarians, Clubs, Districts, Corporate Matching Gifts, Other Foundations, Trusts, Insurance, Estate Plans, and friends who believe in the mission of the Rotary Foundation Wvuillemot-0212 Restricted Fund PolioPlus, Donor Advised Fund, Memorials Diaster Recovery Beneficiaries Rotarians, Clubs, Districts, International partners, Scholars, Communities, Children Saves and Changes Lives

Rotary Foundation District Grants Slide 4 Individuals Rotary- affiliated entities Cooperative Organizations/ NGOs Qualified District Impact Local and global communities Disburse funds Block Grant DDF TRF Mission related Qualified District Submits Request Rotary Clubs

Rotary Foundation District Grants Simple, flexible, innovative Educational and humanitarian projects and activities consistent with mission Smaller activities and projects Local decision making with broader guidelines Slide 5

Funding Attributes District Grants Initiated by districts Block grant District administers General TRF guidelines Creativity and accountability Local and DDF funding only Up to 50% DDF - No min. or max. monetary limits Slide 6

Rotary Foundation Global Grants Slide 7 Impact Global communities TRF Areas of Focus Global Grant Award Club or District Developed Grant World Fund match to DDF/cash Award Packaged Grant World Fund Qualified Club or District Submits Proposal

Rotary Foundation Global Grants Long-term projects Rotarian participation Larger grant awards Sustainable outcomes International partnerships required for club- and district-developed grants Slide 8

Funding Attributes Global Grants Initiated by qualified club and/or district DDF, World Fund, cash flow through, PF earnings, named gifts Larger awards (min. US$15,000) and project costs World Fund match of DDF, cash, and DAF Streamlined stewardship and accountability Slide 9

Funding Model Slide 10 ANNUAL PROGRAMS FUND SHARE District Grants 50% (max) District Designated Fund 50% World Fund 50% (min) Global Grants (World Fund match to DDF and cash) Other (Cash, DAF, Permanent Fund) District Controlled Trustees Controlled

SHARE at Work Example: Funding $32,900 Pure Water Project in Zimbabwe Other Rotary Clubs$2,000Sponsoring District - DDF$8,000Hosting District- DDF$1,000Individuals & Other orgs$1,000 x 0.5 $8,000 x 1.0 Partner Districts - DDF$5,000$10,000 x 1.0 $1,000 x 1.0 $500 X.5 $3,000 = $3,900$16,000 = $19,900$10,000 = $29,900 $2,000 = $31,900 $1500 = $33,400 Funding Source Originating Rotary Club US$ $600 Global RF Match $300 x 0.5 Sub-Total $900 = Total $900 RESULTS: Commitment + $600 + Planning + Partners = Pure Water $33,400

PACKAGED GRANTS *Predesigned projects developed by Foundation and its strategic partners. * Involve one of the Six Areas of Focus * Partners offer financial support, technical expertise, or advocacy * Partners : Aga Khan University –nursing – Mercy Ships Vocational and Medical – UNESCO-IHI Water and Sanitation

World understanding World understanding Goodwill Goodwill Peace Peace Our Mission

CLUB QUALIFICATIONS ATTEND GRANT MANAGEMENT SEMINAR READ AND AGREE TO A CLUB MEMORANDUM OF UNDERSTANDING AGREE TO DISTRICT QUALIFICATION TERMS

WHERE TO FIND PARTNERS ProjectLINK Rotarian Action Groups RI Conventions Matchinggrants.org/global LinkedIn Project fairs Personal travel District Leaders promote when at conventions, etc

COMMUNITY ASSESSMENT PRINCIPLES TO KEEP IN MIND - TALK WITH A BROAD SECTION OF THE COMMUNITY - IDENTIFY PASSIONATE NEEDS - GET LOCAL BUY-IN - THINK LONG TERM

SUSTAINABLE PROJECTS Community Needs and Strengths Materials and Technology Funding Knowledge Motivation Monitoring and Evaluation

STEWARDSHIP THE KEY TO OUR FOUNDATION’S SUCCESS RECOGNIZED WORLDWIDE FOR INTERGRTY – WE OUT PERFORM MOST CHARITIES –EXCEED INDUSTRY STANDARTS – GOVERNANCE, EFFECTIVENESS, FINANCES,FUNDRAISING, PRIVACY POLICY. A+ AMERICAN INSTITUTE OF PHILANTHROPY 4-STAR FROM CHARITY NAVIGATOR BETTER BUSINESS BUREAU