1. 1 Future Vision Update, Nov. 2008Slide 1 Presidents-Elect Training Seminar, February 2011

2. 2 Agenda Terminology Overview District Organization Fundraising for The Rotary Foundation (TRF) TRF Grants Club Qualification Timeline Future Vision UpdateSlide 2

3. 3 Terms TRF – The Rotary Foundation World Fund – Source of funds for grants from TRF APF – Annual Programs Fund, unrestricted giving to TRF EREY – Every Rotarian Every Year makes a donation to the APF DDF – District Designated Funds PF – Permanent Fund VTT – Vocational Training Team Future Vision UpdateSlide 3

4. 4 Future Vision UpdateSlide 4 Rotary Foundation Motto & Mission Doing Good in the World …to enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty. COL Endorsed, April 2007

5. 5 Future Vision UpdateSlide 5 1.Peace and Conflict Prevention/Resolution 2.Disease Prevention and Treatment 3.Water and Sanitation 4.Maternal and Child Health 5.Basic Education and Literacy 6.Economic and Community Development Areas of Focus

6. 6 District Organization District Foundation Chair Pam Russell –District Grants Subcommittee Chair Philippe Lamoise Global Grants Chair John Fistere District Grants Chair Marge Cole –District Fundraising Chair Steve Brown –District PolioPlus Chair Richard Coutts –Foundation Mentors Future Vision UpdateSlide 6

7. 7 Donating to The Rotary Foundation Annual Programs Fund – EREY –TRF-Direct (Direct Deposit / Automatic Payments) –Your Club Goal ______________ –District Goal ___________ $200 Million Challenge Grant Restricted Giving Permanent Fund – CGA Future Vision UpdateSlide 7

8. 8 Club Reports and Forms Club Goal Analysis Report Monthly Contribution Report Club Recognition Summary EREY Report Club Goal Form Memorandum of Understanding Future Vision UpdateSlide 8

9. 9 Recognitions – Things to Strive For Your Club Could Be: –100% Paul Harris Fellowship Club –100% Sustaining Member Club –$100 Per Capita Clubs –Top 3 Per Capita Club –100% Bequest Society Club Future Vision UpdateSlide 9

10. 10 Future Vision UpdateSlide 10 Rotary Foundation District Grants Rotary Foundation Global Grants Grant Names

11. 11 Future Vision UpdateSlide 11 Funding Attributes District Grants Follows TRF Mission, preferably within the six areas of focus Preference for International projects in developing countries Local and DDF funding only, no World Fund match Up to $3,000 per club, club matches $ for $ $6,000 minimum project size Use www.matchinggrants.org/districtwww.matchinggrants.org/district Applications due: September 1, 2011

12. 12 District Grant Funding Example Club NameClub FundsDistrict FundsTotal Village Sunset RC$3,000 $6,000 Totals$3,000 $6,000 Future Vision UpdateSlide 12

13. 13 District Grant Funding Example Club NameClub FundsDistrict FundsTotal Downtown RC$1,000 $2,000 Beach Sunset RC$1,000 $2,000 Mountain Sunrise RC$2,000 $4,000 Totals$4,000 $8,000 Future Vision UpdateSlide 13

14. 14 District Grant Funding Example Club NameClub FundsDistrict FundsTotal Downtown RC$3,000 $6,000 Beach Sunset RC$3,000 $6,000 Mountain Sunrise RC$3,000 $6,000 Totals$9,000 $18,000 Future Vision UpdateSlide 14

15. 15 Future Vision UpdateSlide 15 Global Grants Must follow TRF Mission & be in one of the 6 Areas of Focus All participating clubs must be qualified (D5340 and International District) DDF, World Fund, cash Maximum of $10,000 in DDF available per club, $ for $ match $15,000 minimum grant from TRF World Fund Applications due July 1, October 1, January 1, April 1

16. 16 Global Grant Funding Example Club or District NameClub Funds District DDF TRF Match Total District 5340 Rotary Club$10,000$5,000$15,000 District 5340$10,000 $20,000 Totals$10,000 $15,000$35,000 Future Vision UpdateSlide 16

17. 17 Global Grant Funding Example Club or District NameClub Funds District DDF TRF Match Total District 5340 Rotary Club #1$3,000$1,500$ 4,500 District 5340 Rotary Club #2$4,000$2,000$ 6,000 District 5340 Rotary Club #3$3,000$1,500$ 4,500 District 5340$10,000 $20,000 Totals$10,000 $15,000$35,000 Future Vision UpdateSlide 17

18. 18 Global Grant Funding Example Club or District NameClub Funds District DDF TRF Match Total District 5340 Rotary Club #1$2,000$ 1,000$ 3,000 District 5340 Rotary Club #2$2,000$ 1,000$ 3,000 District 5340 Rotary Club #3$2,000$ 1,000$ 3,000 District 5340$6,000 $12,000 District 1111$5,000 $10,000 Totals$6,000$11,000$14,000$31,000 Future Vision UpdateSlide 18

19. 19 Global Grant Funding Example Club or District NameClub Funds District DDF TRF Match Total District 5340 Rotary Club #1$2,000$ 1,000$ 3,000 District 5340 Rotary Club #2$3,000$ 1,500$ 4,500 District 5340 Rotary Club #3$2,000$ 1,000$ 3,000 District 5340 DDF$ 7,000 $14,000 District 1111 DDF$ 5,000 $10,000 District 1111 Rotary Club #1$1,000$ 500$ 1,500 Totals$8,000$12,000$16,000$36,000 Future Vision UpdateSlide 19

20. 20 Global Grant Funding Example Club or District NameClub Funds District DDF TRF Match Total District 5340 Rotary Club #1$10,000$ 5,000$15,000 District 5340 Rotary Club #2$10,000$ 5,000$15,000 District 5340 Rotary Club #3$10,000$ 5,000$15,000 District 5340$30,000 $60,000 Totals$30,000 $45,000$105,000 Future Vision UpdateSlide 20

21. 21 Future Vision UpdateSlide 21 How Clubs Can Work Together Global & District Grants Utilize www.matchinggrants.org/district or www.matchinggrants.org/global to publicize your projectwww.matchinggrants.org/district www.matchinggrants.org/global Work with “Friends of District 3000, 4100, 4400, 9200” committees Working with DG to prioritize projects Clubs coming together for common good Larger projects with significant impact

22. 22 Future Vision UpdateSlide 22 District 5340 DDF How much DDF is available? –Roughly $190,000 –$90,000 for District Grants –$100,000 for Global Grants –But, ….. It depends!

23. 23 Future Vision UpdateSlide 23 Club Qualification Clubs must be qualified to participate in a Global or District Grant Club Qualification Requirements –A minimum of two club members attends Grants Management Seminar Club President-elect, Foundation Chair, International Service Chair, Community Service Chair, others –Club President & President-elect sign the Memo of Understanding –Club must be current on RI and District Dues –No late reports on Matching or Global Grants

24. 24 Timeline Calendar of Events –March 26, District Assembly (am) & Grants Management Seminar (pm) –April 2, Imperial Valley District Assembly (am) & Grants Management Seminar (pm) –July 1, October 1, January 1, April 1 deadlines for Global Grant submissions –September 1, deadline for District Grants submissions Future Vision UpdateSlide 24

25. 25 What to Do Now Club President-elect To Dos –Complete and turn in Club Goal Form –Sign and return Memo of Understanding –Encourage attendance at District Assembly and Grants Management Seminar –Attend the Grants Management Seminar –Schedule a meeting with your Foundation Chair and your Foundation Mentor Future Vision UpdateSlide 25

26. 26 Questions? Future Vision UpdateSlide 26

27. 27 Future Vision Update, Nov. 2008Slide 27 www.rotary.org/futurevision