1. The Rotary Foundation District 7870 Maximizing Rotary Foundation Effectiveness District Assembly April 6, 2013

2. Outline The New Foundation Grants Our Decision Logic Our Budgeted Programs Giving Goals How to give Broad Audience – I’ll try to keep it simple!

3. Funding Needed 2011-12 Matching Grant Hospital Upgrade, Lahore Pakistan – Korean Partner has dropped out – Need additional funding to replace – If you or your club is interested: Please see Steve Puderbaugh, Raymond Area Rotary Great Opportunity to “Do Good in the World”

4. Three Grant Types Global Grants District Grant Packaged Grants

5. Grant Types Single “Block” Grant No Foundation Match Local or International, consists of multiple parts: – Group Study Exchange Team – Small Vocational Training Team – Small Local Grants similar to former District Simplified Grants District Grant We propose to do GSE only – Save DDF for Global Grants

6. Grant Types Large ($30,000 to $200,000) International Sustainable/Humanitarian Focus 3.5 to 1 Match – $8,571 contribution funds a $30,000 Grant Can do – Global Scholar – Humanitarian Projects – Vocational Training Team Global Grants We propose to do all three – Best bang for our buck!

7. Grant Types Centrally Managed by Rotary Clubs may participate “for free” Currently low availability Future promise Packaged Grants Could use a volunteer to study and promote Med/Training Microfinance Graduate Water Education Voc. Training, Nurses

8. Decision Logic District Designated Funds (DDF) 3 Years ago our Clubs & Rotarians gave $180,000 It was invested for 3 years. The proceeds fund our Rotary Foundation 100% is now ready to spend: – $90,000 becomes District Designated Funds (DDF) – $90,000 goes to the World Fund. We control how our DDF is spent! If we are wise, we can also control how the World Fund is spent!

9. Decision Logic Club Spending in Context Club Projects*$1,800,000 – Local (95%)$1,700,000 – Int. (5%)$100,000 Foundation** $180,000 – Local (10%)18,000 – Int.(by us) (40%)$72,000 – Int. (by TRF) (50%)$90,000 Matching our grants Polio GSE Matching other District’s grants * $800/Member/Year* * $78/Member/Year

10. Decision Logic How to spend our $90,000 DDF? Local + International – District Grant (max)$45,000 GSE $13,000 VTT $13,000 “DSG” $19,000 – Global Grants$45,000 1 Scholar $15,000 1 VTT $15,000 1.8 Grants$15,000 – Club/Ind. Contr.$15,000 – World Fund$52,500 Club $7,500 DDF $45,000 – Total$157,500 All International – District Grant$13,000 GSE Team only No Small VTT No local grants – 6 Global Grants$77,000 1 Scholar $15,000 1 VTT $15,000 5 Grants $47,000 – Club/Ind. Contr.$47,000 – World Fund$100,500 Club $23,500 DDF $77,000 – Total$237,500 $18,000 (1%) local reduction = $80,000 more for International

11. Decision Logic How to spend our $90,000 DDF?

12. Our Foundation Programs District Grant GSE Only – Sweden? – Chair – PDG Chris Parkinson – Schedule October Team and Team Leader Selection April-May Team Exchange No Small Local Projects (think DSG) District Grant Any Clubs or Rotarians with concerns please contact me.

13. Our Foundation Programs Humanitarian Grants/VTT Global Grants Chair – Macy Lawrence Clubs wishing to lead a Global Grant – Contact Macy or Me – Attend the Grants Seminar (time/place TBD) – Become Qualified as a Club – Partner with a Host Club overseas – Plan Grant/Raise Funding/Execute Schedule – Each grant scheduled Individually – Apply as early as April 2013, as late as March 2014 – Two years to complete Global Grants Fabulous opportunities to “Do Good in the world!”

14. Our Foundation Programs Global Grants, Tentative SubjectLead ClubCostDDF Budget Equip Hospital, NicaraguaWoodstock$60,000$16,000 Electrify Orphanage, EntebbeLudlow$30,000$8,000 Burn Unit in PeshawarTBD$60,000$16,000 Nutrition in IndiaHollis-Brookline$60,000$16,000 VTT, RISE RolloutDeerfield Valley$30,000$8,000 Global ScholarDistrict$30,000$15,000 VTT SwedenWantastiquet?$30,000$15,000 Mongolia Hospital Project*Capital City$60,000$16,000 Total$360,000$110,000 We have enough Global Grants in draft to consume 100% of our DDF. * $15,000 Carry Forward From 2012-13 Global Grants

15. Our Foundation Programs Global Scholar Scholarship Chair – John Jude Funding – $15,000 DDF, $15,000 World Fund Even without soliciting, 3 Clubs have candidates High Hurdle – Study must be in an area of focus Schedule – Floating Enroll as early as 4 months after selection Review Process - Floating Global Grants Most Difficult part of New Grant Process May have to skip a year

16. Your Club Goals (due today) Annual Giving Goal – Paul Harris Fellowship – Every Rotarian Every Year Polio Plus Giving Goal – Same, but designated for Polio Permanent Fund Giving Goal – Major Donors – Bequests

17. Reasons to Give to the Foundation To “Do Good in the World” To achieve Club & Club Member Goals To Eradicate Polio To Strengthen Rotary To leave a Rotary Legacy To get recognition (most common/least worthy) To get money back (poor business decision)

18. Check the Right Box! Annual Fund The primary source of funding for Foundation grants and activities worldwide. Eligible for Paul Harris Fellow recognition. Only gifts to Annual Fund-SHARE will generate District Designated Funds (DDF).  Annual Fund - SHARE (supports grants and activities chosen by clubs in your district)  Annual Fund - World Fund  Annual Fund - Peace and conflict prevention/resolution  Annual Fund - Disease prevention and treatment  Annual Fund - Water and sanitation  Annual Fund - Maternal and child health  Annual Fund - Basic education and literacy  Annual Fund - Economic and community development Also, feel free to give to Polio, The Peace Centers or directly to a Global Grant

19. “Doing Good in the World!”

20. Grant Comparison AttributeDistrict GrantGlobal Grant Where?Local or InternationalInternational Who?Host ClubHost Club + International Club How Many?One ClubOften Several Clubs How Much?~ $500 - $1,000$30K - $200,000 Match?NoYes, 3.5 times Mission?Meet TRF MissionSix Areas of Focus How?Single block of small grantsIndividual DurationOne yearUp to three years ImpactSmallSignificant ScholarshipsYes, local or internationalYes, international VTTs?Yes GSE?YesNo If your only goal is local, TRF is a poor business decision.

21. Club Spending in Context For Club Projects*$1,800,000 Locally95%$1,700,000 Internationally 5%$100,000 Foundation** $180,000 Locally10%18,000 Internationally (by us)40%$72,000 Internationally (by TRF)50%$90,000 * $800/Member/Year* * $78/Member/Year