The Rotary Foundation Annual Programs

Welcome to the District 5030
Grant Management Seminar
October 10, 2015
Shoreline Community Center
Today’s Agenda
 TRF’s Annual Programs Fund & World Fund
 Becoming Qualified to Receive Grant Funds
 District Grant Proposals & Process
 Global Grant Proposals & Process
 Stewardship and Reporting
District Governor Terry Pickering
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The Rotary Foundation
of Rotary International
Do Good In The World
Presented by
PDG Mike Montgomery
Grant Mgmt
Seminar – Oct
2015
Do Good in the
World
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The Rotary Foundation
of Rotary International
2012-13
District 5030’s 3043 Rotarians
King Co. + South Snohomish Co.
Contributed $585,500 to the Annual
Programs Fund of The Rotary
Foundation of Rotary International
(TRF)
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The Rotary Foundation
of Rotary International
This past July…
The Rotary Foundation transferred half of that
$585,500 to our District Designated Fund (DDF)
for the 2015-16 Rotary Year.
$292,285 + residual ≈ $320,000 DDF
The other half goes to the World Fund of TRF
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The Rotary Foundation
of Rotary International
District Governor & Finance Committee
determine how to apply the $320,000 of DDF:
For 2015-16
• 50% + residual ($173,900) goes to matching funds
for Global Grant projects (> $30,000 budgets +
Focus Areas)
• 50% ($146,100) goes to fund the District Grant
(block grant) for projects with budgets < $30,000
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The Rotary Foundation
of Rotary International
The Rotary Foundation of Rotary
International … and…
your Club’s Foundation
Partners, not competitors!
They complement each other!
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The Rotary Foundation
of Rotary International
Great Idea -- $70,000 budget
Water & Sanitation Project – Ethiopia
University District Edmonds Daybreakers Lynnwood Addis Abba Sunrise -
$10,000
$ 5,000
$ 5,000
$ 100
$20,100
cash
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The Rotary Foundation
of Rotary International
Great Idea -- $70,000 budget
Water & Sanitation Project – Ethiopia
U District Daybreakers Lynnwood Addis Abba *
$10,000
$ 5,000
$ 5,000
$ 100
District Match (DDF)*
$ 10,000
$ 5,000
$ 5,000
N/A
$40,100
To a max of $15K per club per project
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The Rotary Foundation
of Rotary International
$70,000 Water & Sanitation Project – Ethiopia
5030 clubs
contribute
$20,000 cash
+
D5030 Match
+
$ 20,000 DDF
TRF World Fund
Match club cash 0.5:1
Match DDF 1:1
+
Ethiopia club $100
TRF (World Fund)
Matches District DDF 1:1 = $20,000
Matches all club cash 0.5:1 = $10,050
=
Total: $70,150
$50,050 comes from TRF
= 71% of project budget
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The Rotary Foundation
of Rotary International
Look at it another way…
WITHOUT TRF
5030 Clubs Others D-5030
$20,000
$100 $20,000
CASH
CASH
DDF
TRF
$20,000 DDF 1:1
$10,000 CASH .5:1
$
50 CASH .5:1
Now… : $20,100
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The Rotary Foundation
of Rotary International
“But we want to work locally &
help our own community!”
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The Rotary Foundation
of Rotary International
“But we want to work locally &
help our own community!”
Isn’t that EXACTLY what the Rotary clubs in
Antigua, Chile, India, Mexico, Nigeria, Uganda,
Zaire and elsewhere want?
That’s what The Rotary Foundation was
designed to do!
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The Rotary Foundation
of Rotary International
In 2003 the District Simplified Grant (DSG)
program enabled D-5030 to draw 30% of its DDF
to fund local and international projects:
• D-5030 received a DSG of $49,900 each year
for 10 years – through 2013 – exclusively for
LOCAL projects.
• That’s $499,000 in Rotary Foundation funds
augmenting club foundation funds directed to
LOCAL community projects.
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The Rotary Foundation
of Rotary International
In 2014, District Simplified Grants were replaced with
the District Grant, a block grant of up to 50% of DDF,
to fund local or international service projects.
The Rotary Foundation enables your Rotary club and
clubs the world over – to do good in their world!
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The Rotary Foundation
of Rotary International
Annual Programs Fund
Source: Every Rotarian Every Year (EREY)
Sustaining Members
Paul Harris Society
Recognition: Paul Harris Fellow
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Every Rotarian Every Year
• Sustaining Member = $100/ year
(= $ 8.34 / month)
• Paul Harris Society = $1,000/ year
(= $ 83.34/ month)
• Use Rotary Direct *
• * Only contributions to “SHARE” will
apply to
DDF or count toward EREY!
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Please consider…
•
Rotary clubs in Antigua, Chile, Nigeria, Uganda, and
elsewhere do not have access to your club’s foundation.
•
Every Rotary club on earth has ready access to The Rotary
Foundation.
•
TRF funding accounts for over 68% of clubs’ humanitarian
project budgets. Without TRF matching funds, most
humanitarian projects would not get off the ground!
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When You Support The Rotary
Foundation…
•
You significantly increase funds available to do good
in your community.
•
You significantly increase funds available to do good
internationally.
•
You absolutely enable Rotary’s reason for being!
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The Rotary Foundation
of Rotary International
Annual Programs Fund
• Funds District Grant via DDF
• Funds Global Grants via World Fund
Dictionaries for 3rd Graders - Seattle
Village library in Kenya
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The Rotary Foundation
of Rotary International
Be part of something special!
Support the
Rotary Foundation
• Sign up for Rotary Direct!
• Be a Sustaining Member with $100 per
year.
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The Rotary Foundation
of Rotary International
Be a Rotarian!
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Do it today!
Thank you.
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