District 7750 Grants The Rotary Foundation 2017 2018

District 7750 Grants & The Rotary Foundation 2017 -2018

TRF Mission and Motto 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

Maslow’s Hierarchy of Needs 6 Areas of Focus We G et ive G We

6 Areas of Focus VISION Peace & Conflict Resolution 6 Areas of Focus EAFK More Rotarians, doing Veteran Mentoring Haiti Vocational Economic Development School Money Smart Haiti Literacy more projects, in Read-to-Me Tutoring (Literacy, GED) Basic Education & Literacy Water Projects Water & Sanitation Foundation Training Jan 2016 Maternal & Child Health Disease Prevention & Treatment more of the Slide 4 Polio Plus

How are Projects Funded? Through Grants Initiated by Rotarians and Rotary clubs You know where your contributions are going

Grant Types District Grants Global Grants

The Rotary Foundation SHARE Funding Model Flow of $100 Contribution to AF-SHARE Rotary Member or Club Designated to AFSHARE by Contributor Polio. Plus Typically non-Rotarians $100 Annual Fund SHARE * Handling Fee < 5% 45% - 50% Designated to 1 of 6 Areas of Focus World Fund * Handling Fee of up to 5%, depending on interest earned on TRF funds

The Rotary Foundation SHARE Funding Model Flow of $100 Contribution to AF-SHARE Rotary Member or Club Polio. Plus Typically non-Rotarians $100 * Handling Fee < 5% Annual Fund SHARE Designated to AFSHARE by Contributor 50% of AF-SHARE contributed 3 years prior 45% - 50% Designated to 1 of 6 Areas of Focus World Fund 50% ($50) * Handling Fee of up to 5%, depending on interest earned on TRF funds IMPORTANT: Only funds designated to AF-SHARE create DDF District-Designated Funds (DDF) Up to 50% ($25) District Grants $25 Club Match ($25) Club Project ($50) • 50% of AF-SHARE contributions return to D-7750 as District Designated Funds (DDF) 3 years later 50% ($25) • D-7750 Grants Committee allocates up to 50% of DDF to District Grants and selects grants to be funded • D-7750 Grants Committee selects international projects to be funded with Global Grants $25 International Project ($50)

The Rotary Foundation SHARE Funding Model Flow of $100 Contribution to AF-SHARE Rotary Member or Club Polio. Plus Typically non-Rotarians $100 * Handling Fee < 5% Annual Fund SHARE Designated to AFSHARE by Contributor 50% of AF-SHARE contributed 3 years prior Designated to 1 of 6 Areas of Focus 45% - 50% World Fund 50% ($50) * Handling Fee of up to 5%, depending on interest earned on TRF funds IMPORTANT: Only funds designated to AF-SHARE create DDF District-Designated Funds (DDF) Up to 50% ($25) District Grants $25 Club Match ($25) Club Project ($50) • 50% of AF-SHARE contributions return to D-7750 as District Designated Funds (DDF) 3 years later 50% ($25) Global Grants $25 100% Match from World Fund $25 International Project ($50) • D-7750 Grants Committee allocates up to 50% of DDF to District Grants and selects grants to be funded • D-7750 Grants Committee selects international projects to be funded with Global Grants + Rotarian contributions directed to a Global Grant are matched 50% by the World Fund

Grant Types District Grants

Rotary Foundation District Grants • Simple, flexible, innovative • Small-scale, short-term (<1 year, <$10, 000) • Educational and humanitarian projects and activities consistent with mission • Awarded annually • Applications submitted online via District website: www. Rotary 7750. org/grants • Due April 30 each year

Examples of Activity District Grants — Mission-related • Automated External Defibrillator (AED) • Design and Implement a Local Playground • Sponsor an Early Act First Knight Program at a Local School • Josh the Otter – Literacy / Water Safety Program • Stop Hunger Now • Snack Program

District Grant Eligibility Requirements • Club must: – Read the District Grant Priorities Guidelines – Choose a project and write up grant application. Be clear and concise. – Meet submission date deadline of April 30 – Match grant dollar for dollar – Meet minimum per capita giving levels to the Foundation

District Grant Eligibility per Club Per Capita Giving Level Grant Eligibility $50 - $100 $1, 000 $100 - $175 $2, 500 $175 or higher Top 5 giving clubs $5, 000 Up to $5, 000 more Note: Clubs cannot receive more than they have contributed.

2017 -2018 Rotary Year Schedule • February 1, 2018 – District releases advertisement for District Grant applications • April 30, 2018 – Deadline for District Grant applications from Clubs to District • June 1, 2018 – Grant awards published by District • August 1, 2018 – Targeted distribution of District Awards • March 31, 2019 – Deadline for completion of District Grants and filing of final reports

www. Rotary 7750. org/Grants

www. Rotary 7750. org/Grants

www. Rotary 7750. org/Grants

District Grant Reporting Requirements • Club must: – Spend the money only AFTER receiving grant funds – Provide a project report, including use of funds – Provide receipts for expenditures – Show the club match

Grant Types Global Grants

Rotary Foundation Global Grants • Long-term projects • Align with one or more Areas of focus • Active Rotarian participation • $30, 000 minimum budget • Sustainable and measurable outcomes • International partnerships required for club and district-developed grants • Adhere to Terms & Conditions of Grants • Submitted online via RI website

Rotary Foundation Global Grants Areas of Focus-Related • International safe drinking water, sanitation, and hygiene education project • Send scholar abroad to enroll in water engineering degree program • International malaria project to distribute bed nets and malaria treatments and provide malaria prevention education • Send vocational training team abroad to participate in workshop and learn teaching methods to address adult illiteracy

Global Grant 1411471 Zanmi Agrikol Family Assistance Program Sponsored by the Rotary Club of Greenville

Global Grant 1412747 Santa Cruz Virginia, Honduras Water Project Sponsored by the Rotary Club of Fort Mill

Promoting The Rotary Foundation in Your Club

There’s Only ONE Thing….

The ONE Thing… TRF Grants support ONLY projects created and managed by Rotarians and Rotary Clubs Join Leaders - Exchange Ideas - Take Action A Means of Doing Good in the World Beyond Your Own Capacity

Promoting The Rotary Foundation • Annual Fund-SHARE – Source of District and Global Grant funds • Polio. Plus – Designated to Polio Eradication • BOTH count toward all donor recognition levels • Area of Focus Designations • Endowment Fund

2017 -18 Club Challenge (AF) • $175 per capita (based on 7/1/17 membership) • If below $100 per capita, close the gap by half • If above $175 per capita, beat your best year of the past 5 by $1. 00

TRF Donor Recognition Levels • Paul Harris Fellow • Multiple Paul Harris Fellow • Sustaining Member • Paul Harris Society • Major Donor • Arch Klumpf Society

TRF Donor Recognition Levels • Paul Harris Fellow -- $1, 000+ Lifetime Contribution • Multiple PHF – Awarded in $1, 000 increments • Sustaining Member -- $100/year minimum • Paul Harris Society -- $1, 000/year minimum • Major Donor -- $10, 000+ Lifetime • Arch Klumpf Society -- $250, 000+ Lifetime

TRF Club Recognition Levels • 100% Foundation Giving Club (was EREY) - Everyone > $25 & Per Capita > $100 • 100% Every Rotarian, Every Year/Sustaining Club - Everyone at least $100 • 100% Paul Harris Fellow – All members are Paul Harris Fellows (1 time)

TRF Bequest Recognition Levels • Benefactor -- $1, 000 minimum estate pledge • Bequest Society -- $10, 000 minimum estate pledge • Most easily & effectively done through qualified plans (IRA, 401(k), etc. )

Promoting Contributions What’s Worked for You?

Promoting Contributions • $100/year (Sustaining Member) on club invoice -- $25/quarter • PHF Level Matches – Recognition Points 50/50 with member cash to next PHF Level • “Challenge” Matches – another donor pledges matching $$, maybe PLUS Points • “Points for Service” – Sweat Equity concept

Promoting Contributions • Rotary Direct – makes it easy for members to contribute monthly (auto-pilot) • Rotary Credit Card – “Cash back” to TRF • Amazon Smile: www. smile. amazon. com ½% to TRF for every order

Reports • Available Online at My Rotary – Club Fundraising Analysis – Club Recognition Summary – Polio. Plus Report • D-7750 Summary (Rainbow Report) on President’s Library Page of www. Rotary 7750. org

Remitting Contributions • Use DACdb Club Report 2. 1 The Rotary FOUNDATION Transmittal (TRF) – Ready-made transmittal in Excel • Separate Transmittals for AF-Share and Polio. Plus • Includes all member names and IDs, plus mailing instructions

Remitting Contributions

District 7750 Grants & The Rotary Foundation 2017 -2018