General Session Foundation Workshop August 18, 2012 Many Thanks to 7600 FV DRFCCE PDG James Probsdorfer

Slide 2 To enable Rotarians to advance world understanding, goodwill and peace through the improvement of health, the support of education, and the alleviation of poverty

Enhanced public image Increased contributions Greater global reach Increased membership and donor base Better projects Greater impact Stronger clubs Slide 3

4,500 4,000 3,500 3,000 2,500 2,000 1,500 1, Number of Grants Awarded 4,160 Comparative Analysis Habitat For Humanity $100 M $100,000 1,000 Conrad Hilton $100 M $500,000 MacArthur Foundation $260 M $520, Lions International $38.5 M $72,000 The Rotary Foundation $100 M Annual Budget: Average Award: $12,500

Slide 5 Enhance Rotary’s public image Simplify TRF programs & processes Focus service efforts Support global & local service Transfer more decisions to districts Future Vision Plan

Foundation Donation Flow $ $500,000 in 2010 $250,000 $ % to World Fund 50% to District Designated Fund $250,000 At least ½ to Global Grants $125,000 Up to ½ to District Grants (No TRF Match) Matches 1:1 DDF $ and 50% of cash $

D7600 Rotary Foundation Organization DRFC DevelopmentTreasurerOperationsAuditProgramsAdvocates Annual Fund EREY Paul Harris Society Paul Harris Fellow Sustaining PH Permanent Fund Major Donor Bequest Society Benefactor Triple Crown Polio Plus Newsletter Website Promotions Public Image Events Alumni Disaster Relief Awards District Grants Global Grants Packaged Grants Scholars Vocational Trng Team Peace Centers Ambassador Scholars Group Study Exchange DG

THE ROTARY FOUNDATION NEW GRANT MODEL PACKAGED GLOBAL VOCATIONAL TRAINING TEAMs (VTT) SCHOLARs DISTRICT

VOCATIONAL TRAINING TEAM (VTT) * CAPACITY BUILDING & SUSTAINABILITY ARE THE KEYSTONES – CAN TRAIN OR BE TRAINED IN THE FOCUS AREA *SUPPORTED BY DISTRICT OR GLOBAL GRANT *IF GLOBAL, HOST & INTERNATIONAL PARTNERs AND THE $30k THRESHOLD WITH WORLD FUND MATCH APPLY *IF DISTRICT, SIMILAR TO FORMER GSE WITH NO WORLD FUND MATCH & ADDED DISTRICT TASKs *TEAMS ARE NOT RESTRICTED TO NUMBERS, AGES, OR LENGTH OF ACTIVITY PROVIDED EXPERTISE IS ALIGNED WITH THE ACTIVITY AND AREA OF FOCUS *AT LEAST ONE ROTARIAN – ENCOURAGED TO BE TEAM LEADER *SETTINGS CAN BE HOSPITALs, UNIVERSITIEs, COMPANIEs HOSTED IN DORMs, HOMEs, HOTELs – FLEXIBLE THINKING *FUNDING PAYS FOR BOTH TEAM ACTIVITIES AND MEMBER EXPENSES.

SCHOLARSHIPs CAN BE FUNDED BY DISTRICT or GLOBAL GRANTs IF DISTRICT GRANT, DISTRICT DEVEOPS OWN CRITERIA: LEVEL, LENGTH or AREA OF STUDY AMOUNT OF AWARD SELECTION PROCESS & CRITERIA LOCAL or INTERNATIONAL STUDY NO WORLD FUND MATCH IF GLOBAL, STUDY IS INTERNATIONAL GRADUATE-LEVEL: ADVANCE GOALs RELATED TO AN AREA of FOCUS ONE TO FOUR YEARS PROOF OF ADMISSION REQUIRED WORLD FUNDS MATCH AVAILABLE MAY REQUIRE TRF APPROVED LANGUAGE TEST

Global Grants Ambassadorial Scholarships: Multi-year Current Model Future Model Ambassadorial Scholarships: Cultural Ambassadorial Scholarships: Academic year Ambassadorial Scholarships: Low-income Rotary Grants for University Teachers Group Study Exchange Educational Programs Humanitarian Grants Matching Grants District Simplified Grants Health, Hunger, and Humanity Grants Volunteer Service Grants District Grants Global Grants Packaged Grants SIMPLIFY & FOCUS SIMPLIFY & FOCUS Rotary Centers and PolioPlus Regional Scholar Seminars Disaster Recovery ZONE 33 TRF LEADERSHIP TRAINING SEMINAR

Slide 12 Peace and Conflict Prevention / Resolution Disease Prevention and Treatment Water and Sanitation Maternal and Child Health Basic Education and Literacy Economic and Community Development

Slide 13 PLEASE Peace and Conflict Prev./Resolution DON’T Disease Prevention and Treatment WASTE Water and Sanitation MOM’S Maternal and Child Health BOOK Basic Education and Literacy EARNINGS Econ. and Community Development

GLOBAL GRANTS – CHANGES Longer Term Projects Aligned with the Areas of Focus Flexibility – for example a Humanitarian Project coupled with a VTT or Scholarship Larger Grant Minimums: World Fund Match -- $15K (is now $5K) Total Project -- $30k plus Emphasis on SUSTAINABILITY and MEASURABILITY Options: Club and/or District Developed

GLOBAL GRANTS – WHAT’s NOT CHANGED Host and International Partners Required Rotarian Participation Emphasized World Fund Match still $1:1 match of DDF and $.50/1 of Club (Cash)Contributions Record Retention of Closed Grants: Remains 5 years D7600 and its Clubs will use “Cloud” Storage Reporting -- Progress Reports each 12 months for Grant life; Final within 2 months of completion

DISTRICT GRANTS CHANGES --SINGLE BLOCK GRANT AWARDED ANNUALLY --UP TO 50% OF “EARNED” DISTRICT DESIGNATED FUNDS --BASED ON DISTRICT “SPENDING PLAN” SUBMITTED BY CLUBS & DISTRICT BY MID-APRIL --NO MULTI-YEAR PROJECTS (D7600 CRITERIA) --NO FOUNDATION WORLD FUND MATCH --CULTURAL EXCHANGE A REAL POSSIBILITY -- DISTRICT AUDIT COMMITTEE FOR INTERNAL AUDIT & COMPLIANCE REVIEW & CLOSEOUT -- GSE and AMBASSADORIAL SCHOLARS --CAN DO BUT!!!

DISTRICT GRANTS ANNUAL CLUB APPLICATION TIMELINE TO SUBMIT A RECOMMENDED PROJECT A CLUB MUST BE QUALIFIED BY APRIL 15 TH CLUB ON-LINE APPLICATION TO DISTRICT: NLT APRIL 15 TH DISTRICT “SPENDING PLAN” ON-LINE APPLICATION TO TRF: JUNE 1 ST DISBURSAL OF FUNDS TO CLUBS ON RECEIPT OF BLOCK GRANT FUNDS FROM THE FOUNDATION

ANNUAL GRANT QUALIFICATION DISTRICT MUST COMPLETE THE DISTRICT MOU FOR TRF ANNUALLY: CURRENT DG, DG-ELECT & FOUNDATION CHAIR CLUBS MUST COMPLETE THE CLUB MOU FOR DISTRICT ANNUALLY: CURRENT PRESIDENT & PRESIDENT-ELECT CLUB REPRESENTATIVE(S) ASSOCIATED WITH A GLOBAL GRANT MUST ATTEND A DISTRICT GRANTS MANAGEMENT SEMINAR CLUB MUST BE CURRENT ON ALL GRANTS REPORTING AND/OR CLOSEOUT

Questions