Future Vision Fund Distribution Earnings, when available, cover administration $ 50% to World Fund 50% to (DDF) Up to one half to District Grants One half or more to Global Grants Year 1 (Giving year) Year 2 $200,000 $50,000 + $50,000 or less $100,000 Future Vision Fund Distribution Example: $200,000 Annual Programs Fund Year 3 This slide provides an example of of how ”Annual Program Funds” (APF) funds are distributed under “Future Vision”. It is only APF and designated SHARE earnings that are distributed. Designated SHARE earnings result when a donor has given to the Permanent Fund and has designated that the earnings be returned for use of the district through SHARE. The example on this slide uses a district that raised $200,000 but does not include any designated SHARE earnings. Using the $200,000 provides a “round number” to aid in the explanation. Start with the black arrow which represents a $200,00 contribution to APF by Rotarians in the district. The first year of the three-year giving cycle is the year that donations are made. It is after the third year of earning that the distribution is made – 50% or in this example $100,000 goes to the District Designated Fund (DDF – red arrow) and the other 50% ($100,000) goes to the World Fund (blue arrow). The World Fund distribution is used to match Global Grants and to support other major projects as determined by the Trustees of the Foundation. The District Designated Fund is divided with up to 50% going to District Grants and 50% or more going to Global Grants. The decision regarding the distribution of DDF between District Grants and Global Grants is made by the District Rotary Foundation Committee. The District Grant is issued in a single distribution and is based on a work plan that the district must submit to The Rotary Foundation prior to the funds being made available. The district can request up to the full 50% for district grants but not more than 50%. The use of these fund is very flexible so long as the use supports Trustee approved activities. The funds can be used for either local or international projects. Funds can be used for scholarships, humanitarian grants, local support, training teams or basically any use that supports the mission of The Rotary Foundation. Projects do not need to adhere to the six areas of focus. The Global Grant is issued on a rolling basis. Once a grant is ready it can be forwarded to The Rotary Foundation for approval using a new process that requires submission of a proposal as an initial step. The minimum amount for a Global Grant is $30,000. To arrive at $30,000 the World Fund will match dollar for dollar for DDF and fifty cents per dollar for cash. Global Grants must be international in nature and must meet one of the six areas of focus of The Rotary Foundation to be approved. A Global Grant can include more than one component. For example, a Global Grant can support a scholar as well as a humanitarian grant project planned in conjunction with the scholar. Any District Grant funds not used by the end of the year will be carried forward to to Global Grant DDF available to the district, or may be used as a donation to PolioPlus or another district or used for the Rotary Peace Centers. End of Rotary year Unused District Grant DDF Carries forward to Global Grant DDF

Future Vision Fund Distribution Earnings, when available, cover administration $ 50% to World Fund 50% to District Designated Fund (DDF) Plus designated SHARE earnings (not included in this example) Up to One-half to District Grants District decides (25% APF Contributions) (Maximum) One-half or more to Global Grants plus unused from District Grants from the year before (25% APF Contributions) (Minimum) Year 1 (Giving) Year 2 $200,000 $50,000 + $50,000 or less $100,000 Example: $200,000 Annual Programs Fund Year 3 This slide is recommended to be used as a handout. This slide provides an example of of how ”Annual Program Funds” (APF) funds are distributed under “Future Vision”. It is only APF and designated SHARE earnings that are distributed. Designated SHARE earnings result when a donor has given to the Permanent Fund and has designated that the earnings be returned for use of the district through SHARE. The example on this slide uses a district that raised $200,000 but does not include any designated SHARE earnings. Using the $200,000 provides a “round number” to aid in the explanation. Start with the black arrow which represents a $200,00 contribution to APF by Rotarians in the district. The first year of the three-year giving cycle is the year that donations are made. It is after the third year of earning that the distribution is made – 50% or in this example $100,000 goes to the District Designated Fund (DDF – red arrow) and the other 50% ($100,000) goes to the World Fund (blue arrow). The World Fund distribution is used to match Global Grants and to support other major projects as determined by the Trustees of the Foundation. The District Designated Fund is divided with up to 50% going to District Grants and 50% or more going to Global Grants. The decision regarding the distribution of DDF between District Grants and Global Grants is made by the District Rotary Foundation Committee. The District Grant is issued in a single distribution and is based on a work plan that the district must submit to The Rotary Foundation prior to the funds being made available. The district can request up to the full 50% for district grants but not more than 50%. The use of these fund is very flexible so long as the use supports Trustee approved activities. The funds can be used for either local or international projects. Funds can be used for scholarships, humanitarian grants, local support, training teams or basically any use that supports the mission of The Rotary Foundation. Projects do not need to adhere to the six areas of focus. The Global Grant is issued on a rolling basis. Once a grant is ready it can be forwarded to The Rotary Foundation for approval using a new process that requires submission of a proposal as an initial step. The minimum amount for a Global Grant is $30,000. To arrive at $30,000 the World Fund will match dollar for dollar for DDF and fifty cents per dollar for cash. Global Grants must be international in nature and must meet one of the six areas of focus of The Rotary Foundation to be approved. A Global Grant can include more than one component. For example, a Global Grant can support a scholar as well as a humanitarian grant project planned in conjunction with the scholar. Any District Grant funds not used by the end of the year will be carried forward to to Global Grant DDF available to the district, or may be used as a donation to PolioPlus or another district or used for the Rotary Peace Centers. End of Rotary year Unused District Grant DDF Carries forward to Global grant DDF Handout