1 future vision update, nov. 2008slide 1 presidents-elect training seminar, february 2011

Future Vision Update, Nov. 2008 Slide 1

Presidents-Elect Training Seminar, February 2011

Agenda

• Terminology

• Overview

• District Organization

• Fundraising for The Rotary Foundation (TRF)

• TRF Grants

• Club Qualification

• Timeline

Future Vision Update Slide 2

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



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


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

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


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


Club Reports and Forms

• Club Goal Analysis Report

• Monthly Contribution Report

• Club Recognition Summary

• EREY Report

• Club Goal Form

• Memorandum of Understanding


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



Rotary FoundationDistrict Grants

Rotary FoundationGlobal Grants

Grant Names


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/district

• Applications due: September 1, 2011

District Grant Funding Example

Club Name Club Funds District Funds Total

Village Sunset RC $3,000 $3,000 $6,000

Totals $3,000 $3,000 $6,000




Downtown RC $1,000 $1,000 $2,000

Beach Sunset RC $1,000 $1,000 $2,000

Mountain Sunrise RC $2,000 $2,000 $4,000

Totals $4,000 $4,000 $8,000




Downtown RC $3,000 $3,000 $6,000

Beach Sunset RC $3,000 $3,000 $6,000

Mountain Sunrise RC $3,000 $3,000 $6,000

Totals $9,000 $9,000 $18,000



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

Global Grant Funding Example

Club or District Name Club Funds

District DDF

TRF Match

Total

District 5340 Rotary Club $10,000 $5,000 $15,000

District 5340 $10,000 $10,000 $20,000

Totals $10,000 $10,000 $15,000 $35,000




District DDF

TRF Match

Total

District 5340 Rotary Club #1 $3,000 $1,500 $ 4,500



District 5340 $10,000 $10,000 $20,000

Totals $10,000 $10,000 $15,000 $35,000




District DDF

TRF Match

Total

District 5340 Rotary Club #1 $2,000 $ 1,000 $ 3,000



District 5340 $6,000 $ 6,000 $12,000

District 1111 $5,000 $ 5,000 $10,000

Totals $6,000 $11,000 $14,000 $31,000




District DDF

TRF Match

Total




District 5340 DDF $ 7,000 $ 7,000 $14,000

District 1111 DDF $ 5,000 $ 5,000 $10,000

District 1111 Rotary Club #1 $1,000 $ 500 $ 1,500

Totals $8,000 $12,000 $16,000 $36,000




District DDF

TRF Match

Total

District 5340 Rotary Club #1 $10,000 $ 5,000 $15,000



District 5340 $30,000 $30,000 $60,000

Totals $30,000 $30,000 $45,000 $105,000



How Clubs Can Work Together

Global & District Grants

• Utilize www.matchinggrants.org/district or www.matchinggrants.org/global to publicize your project

• 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


District 5340 DDF

• How much DDF is available?– Roughly $190,000

– $90,000 for District Grants

– $100,000 for Global Grants

– But, ….. It depends!


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

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


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


• Questions?


Future Vision Update, Nov. 2008 Slide 27

www.rotary.org/futurevision

1 future vision update, nov. 2008slide 1 presidents-elect training seminar, february 2011

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