Permanent Fund Bequests (Benefactor $1,000 and Bequest Society$10,000) Endowments Life Income Agreements While contributions to the Annual Programs Fund provide the necessary funding to operate TRF’s current programs, gifts to the Permanent Fund ensure TRF’s ability to address the world’s greatest needs for generations to come. How does the Permanent Fund differ from the Annual Programs Fund? Gifts to the Permanent Fund are held in perpetuity as part of an endowment. These gifts are professionally invested and only a portion of the Permanent Fund earnings are spent each year on programs. A Bequest is created when someone includes The Rotary Foundation in their will or estate plan. A Benefactor is an individual or couple that has made a provision in their estate plan to gift a minimum $1,000 to The Rotary Foundation. A Bequest Society member is an individual or couple that has made a provision in their estate plan to gift a minimum $10,000 to The Rotary Foundation. An Endowment can be created to support a specific program, and requires a gift of at least $25,000. A Life Income Agreement enables donors to receive income for life from their charitable gift. Rotary Foundation staff members can assist you with these types of gifts. Has anyone already considered making this type of gift? For reference only: This photo depicts a Rotarian assisting with District 9100’s feeding program in response to the food shortages in Niger.

Understanding APF/SHARE Spend Select Participants Plan/Allocate Contribute YEAR 3 Earnings Pay TRF Administrative Expenses YEAR 2 Fifty percent (50%) of all contributions come back to our district through District Designated Funds (DDF) in three years to spend on educational and humanitarian programs chosen by us; even grants that may be used for projects in our local community. Through the SHARE system, our contributions to the Foundation help both the locally and globally. Here’s an example: Year 1: Our district raised $100,000 in 2004-05 Year 2: $50,000 is available in DDF for programs we select. Year 3: Spending takes place in 2007-08 Programs funded through District Designated Funds include: Matching Grants; District Simplified Grants; Ambassadorial Scholars; Rotary Centers for Int’l Studies; additional Group Study Exchanges, etc. The other 50% goes to the World Fund and is used to fund other Foundation programs in which we can participate, such as GSE and Matching Grants. (Each district receives one GSE that is funded from the World Fund.) The Rotary Foundation provides a 1:1 match for District Designated Funds (or SHARE) contributions and a 0.5:1 match for new cash contributions for Matching Grants. And, districts can request up to 20 percent of District Designated Funds (DDF) for a grant to support multiple projects locally or internationally. YEAR 1 50% World Fund 50% District Designated Funds (DDF) Volunteer Service Grants Group Study Exchange (GSE) Health, Hunger and Humanity Grants (3-H) Matching Grants District Simplified Grants Matching Grants Ambassadorial Scholarships Additional GSE Team Rotary Peace Centers Polio

District Simplified Grants & District Grants Since 2003, more than 2,700 District Simplified Grants have been awarded to over 500 districts! Large or small Local or international Club or District level District Simplified Grants support the service activities or humanitarian endeavors of districts in communities locally or internationally. DSGs began in 2003-04 and more than 2,700 grants have been awarded to 514 districts in 80 countries totaling more than $43 million. District Grants, for Future Vision districts, are intended to support local and international projects, scholarships and exchanges. District grants are simple, flexible, innovative, and involve local decision making. District grants can be conducted in partnership with non-pilot districts as well, giving them even more flexibility. In 2010-11, there were a total of 95 District Grants awarded for a total of $6.1 million. In this photo, thanks to a District Simplified Grant, The Rotary Club of Toulouse Ovalie, France, was able to furnish a recreation center for people with Alzheimer’s disease and their families. Patients and their caregivers come twice weekly to take part in games and activities focused on reinforcing memory. For Updated statistics on DSG and District Grants please see the current year Rotary Foundation Fact Card (159) - available at www.rotary.org.

District Simplified Grant Up to $2,000 matching 135+ Local and International projects 2003-11-59 clubs $183,504 2011-12- 2 Month Priority to 14 Clubs 4 Approved 4 in process

Matching and Global Grants Since 1965, more than 34,000 Matching Grants have been awarded in over 200 countries. Matching Grants support humanitarian projects that benefit a community in need and have local and international Rotarian involvement. Rotary’s Matching Grants program enables clubs in one part of the world to connect with a club a world away to match interests, funds and humanitarian goals used to do good in the world. Global Grants support larger, international projects with sustainable high-impact outcomes in one of the six areas of focus corresponding to the Foundation’s mission for Future Vision districts. For Updated statistics on Matching and Global Grants please see the current year Rotary Foundation Fact Card (159) - available at www.rotary.org. In this photo, Past District Governor Ram Gawande of District 6690 (USA) presents a student with one of the reading and math books that were purchased through a Matching Grant. PDG Gawande has worked on district projects in his native Nagpur, India. To show their appreciation, Nagpur Rotarians raised $5,100 for a project to benefit local schools in Ohio, USA. In 2010-11, there were 1,628 Matching Grants approved for approximately $33.6 million in award. In 2010-11, there were a total of 208 Global Grants awarded for a total of $9.3 million, Roughly 29% for Water and Sanitation projects Roughly 20% for Disease Prevention and Treatment projects Roughly 17% for Basic Education and Literacy projects Roughly 14% for Economic and Community Development projects Roughly 11% for Maternal and Child Health projects Roughly 8% for Peace and Conflict Resolution projects

Matching Grants District 7090 Open grants as of November 15, 2011 $377,517.00

How Matching Grant works RC Samokov BG $1,100 $ 550 TRF RC St. Catharines 1,500 750 TRF District 7090 DDF 3,750 3,750 TRF 6,350 5,050 11,400

Waterdown International Projects 11 Rotary Club of Waterdown $ 20,890 Total Project Cost $201,520