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

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

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 —

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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

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

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 —

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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

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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

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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.

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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

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

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

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

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

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)

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

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)

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 )

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

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

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

District Designated Funds (DDF) District 6980 September 12, 2015 More Information on DDF Bob Shydo — 28 —

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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 —

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 —

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