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Your Rotary Foundation

Your Rotary Foundation. Where do Grant $ come from?. From YOU … as a Rotarian contributing to our Foundation. Where do I contribute?. Annual Programs Fund (APF) Permanent Fund Restricted Giving Polio World Peace Scholars Donor advised funds. Annual Programs Fund (APF).

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Your Rotary Foundation

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  1. YourRotaryFoundation

  2. Where do Grant $ come from? From YOU … as a Rotarian contributing to our Foundation

  3. Where do I contribute? • Annual Programs Fund (APF) • Permanent Fund • Restricted Giving • Polio • World Peace Scholars • Donor advised funds

  4. Annual Programs Fund (APF) • Donations made every year • Work in the Foundation for 3 years • Earnings used to run our Foundation • 50% to the World Fund • Matching and 3-H Grants • 50% to our District • District Designated Funds (DDF) • District Simplified Grants (DSG)

  5. Permanent Fund • Donations made every year • Usually larger amounts and bequests • Used to fund our Foundation in perpetuity • Earnings used to fund grants • Corpus never spent

  6. Restricted Giving • All donations immediately to program and not invested • Polio Plus – Main focus right now • There are other areas for Restricted Giving • World Peace Scholars • Donor advised funds

  7. Use Your Foundation Dollars • You and your club gave to the Foundation, now use it ! • Leverage your club $$ for your project • $24,000 in DSG funding available • Part of DDF available for Matching Grants • Some of DDF earmarked for District Projects • GSE, Ambassadorial Scholars, etc.

  8. Rotary Foundation Funding TRF Program Funding District Designated Funds(DDF) Rotarian Contributions SHARE World Fund Investment Earnings

  9. Grants, 3 Types • DSG – District Simplified Grants • MG – Matching Grants • 3-H – Health, Hunger and Humanity Grants • Currently discontinued due to Future Vision Plan

  10. District Simplified Grants • From part of our District Designated Funds • $24,000 this Rotary Year • Smaller in size monetarily, $50 - $2,000 • Deadline for application is September 30th • Reviewed by committee • Funds distributed in October • Dollar for Dollar match with club • Must be completed & reported by 1 June

  11. DSG Continued • DSG intended for local projects, International projects should consider Matching Grants • Last year $40,000+ in applications • Last year $24,500 available • This year $24,000 available • Dictionary projects will not be exempt this year and all DSG applications will be evaluated and funded based on merit • DSG may be partially funded

  12. DSG Continued • Grant Reporting – VERY IMPORTANT • If we do not have our Grants reported, we do not receive funding until they ARE reported. • Easy report forms • Keep receipts and send with report • Income and expenses need to match • Report must be physically signed

  13. Matching Grants • Humanitarian Projects • $10,000 - $25,000 District / Club funding • Total amount much larger with RI Grant $$ • Two Countries and Two Clubs • DDF match $1 for $1 • Club match $.50 for $1 • Meet Requirements, get the Grant • Send in EARLY, close to 1 July, but not before

  14. Health, Hunger and Humanity Grants • Discontinued

  15. Future Vision Plan • New Foundation Funding Plan • 100 Pilot Districts • We are NOT a Pilot District • Now starting the 2nd year of Future Vision • Not allowed to work with Future Vision District on Matching Grant, DSG is allowed. • All Districts on Future Vision Plan 2013-14

  16. Contact / Questions • Gary Duggan • PO Box 2 • Edgerton, KS 66021 • H: 913-893-9658 • M: 913-269-8950 • Ken Selzer, Leawood Rotary Club

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