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

2. 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 2013-14

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

4. Earnings used for administrative costs 2012-13 50% 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 2009-102010-11 $ $236,500 $70,950 $23,650 $118,250 Current Grant Distribution Example ANNUAL PROGRAMS GIVING -- SHARE 2011-12 4 Simplifies 20% to Polio $23,650

5. Earnings used for administrative costs 2013-14 50% 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 2010-112011-12 $ $259,670 $64,918 $129,835 Future Vision Grant Distribution Example ANNUAL PROGRAMS GIVING -- SHARE 2012-13 5

6. Transition 2012-13 Business as usual However: Clubs should begin planning now for 2013-14 Rotary Year  Global Grants?  District Grants?

7. 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

8. 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

9. 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 25-27 at Dist. Conf. Bemidji

10. 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.

11. 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

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

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

14. 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

15. 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..

16. 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

17. New Model District Grants cont.  Minimum Request $500.00  Maximum Request $5000. per club, up to $15000. Multi club partnership.  Community, small International projects, scholarship, other.  District will refine criteria this Nov.  Funds available 2013-14 $65,000.

18. FUTURE VISION District Grant Example $3000.00 Club $3000.00 DDF $6000.00 Total Note: Criteria may change year to year Depending on Funds available and demand

19. 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

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

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

22. FUTURE VISION ✦ ✦ ✦ YOUR QUESTIONS

23. FUTURE VISION ✦ ✦ ✦ Thank You