Rotary Foundation Funding Model 1 July 2015 INFLOW

Rotary Foundation – Funding Model 1 July 2015 INFLOW Monies received from major donors for programmes or specific projects (DAF) Monies received from individuals and clubs EREY Donations / Bequests Invested in 3 year cycles & used 3 years after receipt Endowment Fund Annual Programmes Fund Secures programmes for tomorrow Supports programmes today 01 July 2015 / rvf Earnings pay for administration Monies received from individuals, clubs and corporate contributions Monies received from individuals and clubs Polio. Plus Fund Other Funds

Rotary Foundation – Funding Model 1 July 2015 OUTFLOW SHARE $ Investment Income 50 Other (Cash, Donor Advised Funds, Endowment Fund) % Trustees Controlled World Fund 95% Global Grants (World Fund match to DDF and cash) Note: Clubs and Districts need to add 5% to their Global Grant cash contributions to pay for processing costs 5% of original share contribution TRF Operating expenses – only if needed 50% (min) 50% District Controlled District Designated Fund 50% (max) Polio Eradication Tax efficient donations (USA only) 90% Min 10% (max) of large corporate donations Polio Contributions to TRF operating expenses District Grants

Rotary Foundation – Funding Model 1 July 2015 District Grants Global Grants Areas of Focus Peace & Conflict Disease Water & Prevention Sanitation Prev / Res. &Treatment Maternal & Child Health Basic Education & Literacy Grant Types ($) Global Club or District Developed Grants Economic & Comm. Development Areas of Focus Must also relate to the mission of TRF to advance world understanding, goodwill and peace through - the improvement of health - the support of education - the alleviation of poverty

Rotary Foundation – Funding Model 1 July 2015 Global Club or District Developed Grants 100% match to DDF and 50% to cash contributions Min TRF match $15000 Project min $30000 District Grants can support projects in other districts Can link with other districts but zero match with TRF Can include: • • Sending Vocational Training Teams • Sending Ambassadorial Scholars • • Large-scale international humanitarian projects Sending a Vocational Training Team Funding scholarships which have measurable outcomes