1. THE ROTARY FOUNDATION SHARE SYSTEM AND MORE

2. ACRONYMS RI—ROTARY INTERNATIONAL RI—ROTARY INTERNATIONAL TRF—THE ROTARY FOUNDATION TRF—THE ROTARY FOUNDATION DG—DISTRICT GOVERNOR DG—DISTRICT GOVERNOR DRFCC—DISTRICT ROTARY FDN COMMITTEE CHAIR DRFCC—DISTRICT ROTARY FDN COMMITTEE CHAIR DGSC—DISTRICT GRANTS SUBCOMMITTEE CHAIR DGSC—DISTRICT GRANTS SUBCOMMITTEE CHAIR

3. ACRONYMS MG—Matching Grants MG—Matching Grants DSG—District Simplified Grants DSG—District Simplified Grants APF—ANNUAL PROGRAM FUND APF—ANNUAL PROGRAM FUND DDF—DISTRICT DESIGNATED FUNDS DDF—DISTRICT DESIGNATED FUNDS GSE—GROUP STUDY EXCHANGE GSE—GROUP STUDY EXCHANGE FV—Future Visions FV—Future Visions

4. How Contributions Flow from Donors to Grant Programs

6. GLOBAL CONTRIBUTION FORM (form 123) YOUR NAME YOUR NAME Ask your Club Foundation Chair for your Club Recognition SummeryAsk your Club Foundation Chair for your Club Recognition Summery Lead by example—give something todayLead by example—give something today You can also contribute online www.rotary.org/contributeYou can also contribute online www.rotary.org/contribute www.rotary.org/contribute Member Access—sign in and go to the contribution page and a partly completed form will appear—follow the online directionsMember Access—sign in and go to the contribution page and a partly completed form will appear—follow the online directions

8. THE ROTARY FOUNDATION HOW IT ALL WORKS It all begins with a donation It all begins with a donation The donation can move in one of three ways The donation can move in one of three ways The Permanent FundThe Permanent Fund Annual Programs Fund (APF)Annual Programs Fund (APF) Restricted GivingRestricted Giving

9. PERMANENT FUND The money donated to the Permanent Fund will be kept indefinitely by The Rotary Foundation The money donated to the Permanent Fund will be kept indefinitely by The Rotary Foundation Only the earnings from the money will be spent for Foundation Programs Only the earnings from the money will be spent for Foundation Programs The earnings can also be split (after 3 years) between the World Fund and DDF…only if the Donor specifies on the Global Contribution Form that the donation go to the SHARE SYSTEM The earnings can also be split (after 3 years) between the World Fund and DDF…only if the Donor specifies on the Global Contribution Form that the donation go to the SHARE SYSTEM NOT PAUL HARRIS RECOGNIZED NOT PAUL HARRIS RECOGNIZED District Chair-PDG Luz Maria Ortiz Smith District Chair-PDG Luz Maria Ortiz Smith

10. ANNUAL PROGRAMS FUND (APF) -District Fundraising Subcommittee Chair PDG Jane McClenahan -The donations are kept in this fund for three years -After three years the money is split… 50% to the World Fund and 50% back to the District as District Designated Funds (DDF) -PAUL HARRIS RECOGNITION

11. ANNUAL PROGRAMS FUND (APF) THE WORLD FUND ANNUAL PROGRAMS FUND (APF) THE WORLD FUND The World Fund is used by The Rotary Foundation (TRF) to fund…… The World Fund is used by The Rotary Foundation (TRF) to fund…… -Polio Plus -Humanitarian Grants -Group Study Exchange—each District gets one GSE team/year paid for from the World Fund* -District Matching Grants *(will change in 2013-2014 with FV)

12. ANNUAL PROGRAMS FUND (APF) and DISTRICT DESIGNATED FUNDS (DDF) DDF can be spent on many Foundation and District Projects DDF can be spent on many Foundation and District Projects Polio PlusPolio Plus Humanitarian GrantsHumanitarian Grants GSE*GSE* Ambassadorial Scholarships*Ambassadorial Scholarships* Matching Grants*Matching Grants* District Simplified Grants (DSG)*District Simplified Grants (DSG)* *(will change in 2013-2014 with FV)

13. RESTRICTED GIVING The money you donate……you designate a place for it to be used such as…… The money you donate……you designate a place for it to be used such as…… Polio Plus Polio Plus Matching/Humanitarian Grant (use TRF Grant Pre-approved Number) Matching/Humanitarian Grant (use TRF Grant Pre-approved Number) PAUL HARRIS RECOGNITION PAUL HARRIS RECOGNITION Disaster Recovery (no PHF RECOGNITION) Disaster Recovery (no PHF RECOGNITION)

14. DDF to D.5240 2012-2013 3 years ago D-5240 gave $559,312 to APF & PF-(share) 3 years ago D-5240 gave $559,312 to APF & PF-(share) World Fund will receive 50% $279,656 World Fund will receive 50% $279,656 District 5240 will receives 50% in DDF $279,656 District 5240 will receives 50% in DDF $279,656 20% to DSG--$55,931 20% to DSG--$55,931 Minus GSE-- $5000 Minus GSE-- $5000 Minus 2 Ambassadorial Scholarships @ $27,000 each--$54,000 Minus 2 Ambassadorial Scholarships @ $27,000 each--$54,000 Matching Grants--$164,724 Matching Grants--$164,724

15. DISTRICT ALLOCATION PROCESS DDF is allocated to each Club based on prior 3 years of APF giving as a % of total DDF to MG DDF is allocated to each Club based on prior 3 years of APF giving as a % of total DDF to MG % based on MG $164,724 % based on MG $164,724 Fosters cooperation and communication (deal- making) between ClubsFosters cooperation and communication (deal- making) between Clubs And it encourages Clubs to support APFAnd it encourages Clubs to support APF Clubs own their allocation until a pre- determined cutoff date—9/30/12 Clubs own their allocation until a pre- determined cutoff date—9/30/12 Can only be used for MG Can only be used for MG Learn more at MG Session Learn more at MG Session

16. MATCHING GRANTS International Project International Project International Partner International Partner TRF (World Fund ) and DDF match TRF (World Fund ) and DDF match Min. TRF match $5000* Min. TRF match $5000* DDF matches Club cash $1 for $1 DDF matches Club cash $1 for $1 TRF matches Club cash $.50 to $1 TRF matches Club cash $.50 to $1 TRF matches DDF $1 for $1 TRF matches DDF $1 for $1 Min. $100 from project Host Club Min. $100 from project Host Club *will change in 2013-2014 FV

17. MATCHING GRANTS A MG can ask TRF/World Fund for $5000 to $25,000 total A MG can ask TRF/World Fund for $5000 to $25,000 total Require District Grant Committee, DRFCC, & DG approval before moving to TRF for approval and a Grant number Require District Grant Committee, DRFCC, & DG approval before moving to TRF for approval and a Grant number Competitive Matching Grants start at a minimum of $25,001 to $200,000 in TRF/World Fund money Competitive Matching Grants start at a minimum of $25,001 to $200,000 in TRF/World Fund money R.I. Trustees review and approve two times a year in March and October R.I. Trustees review and approve two times a year in March and October

18. HOW TO SPEND WORLD FUND $ AND DDF $ BY DOING A MATCHING GRANT DISTRICT TRF (World Fund) Club cash-$5,000 $2500 Host Club-$100 $50.00 DDF-------$5000 $5000 Club/District cash-$10,100 TRF (World Fund)- $7,550 TOTAL-$17,650

19. MATCHING GRANTS All International Partners must fund at least 50% of the project……so All International Partners must fund at least 50% of the project……so If the US is the Host Country/Partner If the US is the Host Country/Partner International Partner must generate 50% of the Grant funding in cash, DDF, or a combination of both to the project International Partner must generate 50% of the Grant funding in cash, DDF, or a combination of both to the project

20. DISTRICT SIMPLIFIED GRANTS (DSG) International or local International or local Partner not required Partner not required No TRF (World Fund) funding No TRF (World Fund) funding DDF match only DDF match only DDF match $1 for $1 DDF match $1 for $1 Max $3K match for one ClubMax $3K match for one Club Max $4K match if 2 or more ClubsMax $4K match if 2 or more Clubs More to come at the DSG session

21. DISTRICT TRAVEL GRANTS (DTG) UNIQUE TO OUR DISTRICT—Funded by the District 5240 Charitable Foundation UNIQUE TO OUR DISTRICT—Funded by the District 5240 Charitable Foundation Max amount $1500 individual…$3000 for a group of 3 or more Max amount $1500 individual…$3000 for a group of 3 or more $ for $ match $ for $ match 1 DTG/Club /Rotary year 1 DTG/Club /Rotary year Rotarians & Non-Rotarians must have specific knowledge and/or skills pertaining to the Planning Mission Rotarians & Non-Rotarians must have specific knowledge and/or skills pertaining to the Planning Mission An individual may only apply once every 3 years An individual may only apply once every 3 years NID travel not eligible NID travel not eligible Final repot due within 90 days of return Final repot due within 90 days of return Unused funds returned to the District Unused funds returned to the District

22. ROTARACT GRANT Funded by District 5240 Charitable Foundation Funded by District 5240 Charitable Foundation $ for $ match up to $2000/Rotaract Club…a Club can do multiple projects up to the $2000 limit $ for $ match up to $2000/Rotaract Club…a Club can do multiple projects up to the $2000 limit Applications sent to DGSC…electronically Applications sent to DGSC…electronically Reimbursement will not be issued without an approved final report sent to DGSC Reimbursement will not be issued without an approved final report sent to DGSC If final report is past due, no additional funding If final report is past due, no additional funding Grant application and Guidelines will be on District web-site Grant application and Guidelines will be on District web-site

23. WHERE TO FIND GRANT MATERIAL ALL GRANT GUIDELINES AND APPLICATIONS CAN BE FOUND ON THE DISTRICT WEB-SITE District 5240.org

24. GRANT COMMITTEE STRUCTURE CHANGING THIS YEAR DRFCC—PDG ANIL GARG DISTRICT GRANT SUB-COMMITTEE CHAIR—DAN GIORDANO MG CHAIR—HEATHER FRANKLE DSG CHAIR—BRUCE HOWARD DISTRICT GRANTS FINANCIAL COORDINATOR—LARRY SMITH

25. MATCHING GRANT COMMITTEE MEMBERS MATCHING GRANTS CHAIR Heather Frankle-R.C. Simi Sunrise Committee members….. Kay Bliss—R.C. of Ojai Bob Lata—R.C. of Paso Robles Ken Parker—R.C. of Santa Maria Tim Trujillo—R.C. of Tehachapi

26. DISTRICT SIMPLIFIED GRANT COMMITTEE MEMBERS DISTRICT SIMPLIFIED GRANTS CHAIR Bruce Howard-R.C. of Cambria Bruce Howard-R.C. of Cambria Committee members….. Kim Bisheff—R.C. of S.L.O Daybreak Max Copenhagen—R.C. of Camarillo Erie Johnson—R.C. of Kern River Valley John Weiss—Eco-R.C. of Morro Bay

27. HOW TO APPLY ALL GRANT APPLICATIONS MUST BE SENT (ELECTRONICALLY) TO THE DISTRICT GRANT SUBCOMMITTEE CHAIR ALL GRANT APPLICATIONS MUST BE SENT (ELECTRONICALLY) TO THE DISTRICT GRANT SUBCOMMITTEE CHAIR 2012-2013 Chair—Dan Giordano 2012-2013 Chair—Dan Giordano R.C. of Bakersfield EastR.C. of Bakersfield East E-mail dgiordano@bak.rr.comE-mail dgiordano@bak.rr.comdgiordano@bak.rr.com Home 661-834-1065Home 661-834-1065 2013-14 Chair—Dan Giordano 2013-14 Chair—Dan Giordano

28. FUTURE VISIONS WILL BE IMPLEMENTED IN ROTARY YEAR 2013-2014 WILL BE IMPLEMENTED IN ROTARY YEAR 2013-2014 More to comeMore to come Until then RI has designated PILOT and NON-PILOT DISTRICTS Until then RI has designated PILOT and NON-PILOT DISTRICTS

29. FUTURE VISIONS NON-PILOT DISTRICT D-5240 is a Non-Pilot District for one more Rotary yearD-5240 is a Non-Pilot District for one more Rotary year Can’t do Matching Grant with Pilot District because MG’s do not exist in a Pilot DistrictCan’t do Matching Grant with Pilot District because MG’s do not exist in a Pilot District D-5240 can do a DSG with a Pilot District since no TRF funds are involvedD-5240 can do a DSG with a Pilot District since no TRF funds are involved A Pilot District can receive from D-5240 or transfer to D-5240 DDF for an ongoing projectA Pilot District can receive from D-5240 or transfer to D-5240 DDF for an ongoing project

30. TRANSITIONING to FUTURE VISIONS The upcoming Rotary Year 2012- 2013 is the transition year for Non- Pilot Districts to Rotary Year 2013- 2014 and the implementation of Future Visions world wide The upcoming Rotary Year 2012- 2013 is the transition year for Non- Pilot Districts to Rotary Year 2013- 2014 and the implementation of Future Visions world wide Seminars and Break-out Sessions will be given throughout the next 15 months by D-5240 staff Seminars and Break-out Sessions will be given throughout the next 15 months by D-5240 staff

31. GRANT SEMINARS and BREAK- OUT SCHEDULE March 31, 2012-District Assembly @ Pacifica High School, Oxnard March 31, 2012-District Assembly @ Pacifica High School, Oxnard April 14, 2012-District Assembly @ CSU Bakersfield April 14, 2012-District Assembly @ CSU Bakersfield June and July of 2012 dates TBD there will be Regional Grant Writing Seminars geared toward those new to Grant writing and to hone the skills of seasoned grant writers June and July of 2012 dates TBD there will be Regional Grant Writing Seminars geared toward those new to Grant writing and to hone the skills of seasoned grant writers

32. GRANT SCHEDULE CONTINUED September 28, 2012 District Conference-Queen Mary, Long Beach September 28, 2012 District Conference-Queen Mary, Long Beach October 13, 2012 Future Visions Club Certification Training-Location TBD October 13, 2012 Future Visions Club Certification Training-Location TBD January 5, 2013 Mid-Terms-Inland Sheraton 4 Points, Bakersfield Future Visions Club Certification tentative January 5, 2013 Mid-Terms-Inland Sheraton 4 Points, Bakersfield Future Visions Club Certification tentative January 12, 2013 Mid-Terms-North- Location TBD Future Visions Club Certification tentative January 12, 2013 Mid-Terms-North- Location TBD Future Visions Club Certification tentative

33. GRANT SCHEDULE CONTINUED February 2, 2013 Mid-Terms-South Marriott Courtyard, Oxnard Future Visions Club Certification tentative February 2, 2013 Mid-Terms-South Marriott Courtyard, Oxnard Future Visions Club Certification tentative February 22-24, 2013 PETS-LAX Marriot February 22-24, 2013 PETS-LAX Marriot April 6, 2013 District Assembly-CSU Bakersfield April 6, 2013 District Assembly-CSU Bakersfield April 13, 2013 District Assembly-Pacifica HS Oxnard April 13, 2013 District Assembly-Pacifica HS Oxnard May 4, 2013 Grant Writing Seminar- Tentative May 4, 2013 Grant Writing Seminar- Tentative May 18, 2013 Grant Writing Seminar- Tentative May 18, 2013 Grant Writing Seminar- Tentative

34. WHO SHOULD ATTEND GRANT SEMINARS Club President Club President-Elect Club President-Elect Nominee Club Foundation Chair Club International Service Chair Club Grant Chair Club Transition Chair

35. ARE YOUR CLUB CHAIRS IN PLACE ASK YOUR INCOMING PRESIDENT WHO WILL BE YOUR CLUB’S FOUNDATION CHAIR? WHO WILL BE YOUR CLUB’S FOUNDATION CHAIR? …YOUR CLUB’S GRANTS CHAIR? …YOUR CLUB’S GRANTS CHAIR? …YOUR CLUB’S TRANSITION CHAIR? …YOUR CLUB’S TRANSITION CHAIR?

36. REMEMBER, THE AMOUNT OF DDF A DISTRICT RECEIVES FOR THE YEAR DEPENDS ON THE AMOUNT OF ANNUAL GIVING TO APF THREE YEARS PRIOR

37. PLEASE BE AN ANNUAL DONOR TO THE ROTARY FOUNDATION ANNUAL PROGRAMS FUND THINK EREY EVERY ROTARIAN EVERY YEAR $100

38. QUESTIONS