Presidents-Elect Training Seminar, February 2011

1. Presidents-Elect Training Seminar, February 2011 Future Vision Update, Nov. 2008

2. Agenda • Terminology • Overview • District Organization • Fundraising for The Rotary Foundation (TRF) • TRF Grants • Club Qualification • Timeline Future Vision Update

3. Terms • TRF – The Rotary Foundation • World Fund – Source of funds for grants from TRF • APF – Annual Programs Fund, unrestricted giving to TRF • EREY – Every Rotarian Every Year makes a donation to the APF • DDF – District Designated Funds • PF – Permanent Fund • VTT – Vocational Training Team Future Vision Update

4. Rotary Foundation Motto & Mission Doing Good in the World …to enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty. COL Endorsed, April 2007 Future Vision Update

5. Peace and Conflict Prevention/Resolution Disease Prevention and Treatment Water and Sanitation Maternal and Child Health Basic Education and Literacy Economic and Community Development Areas of Focus Future Vision Update

6. District Organization • District Foundation Chair Pam Russell • District Grants Subcommittee Chair Philippe Lamoise • Global Grants Chair John Fistere • District Grants Chair Marge Cole • District Fundraising Chair Steve Brown • District PolioPlus Chair Richard Coutts • Foundation Mentors Future Vision Update

7. Donating to The Rotary Foundation • Annual Programs Fund – EREY • TRF-Direct (Direct Deposit / Automatic Payments) • Your Club Goal ______________ • District Goal ___________ • $200 Million Challenge Grant • Restricted Giving • Permanent Fund – CGA Future Vision Update

8. Club Reports and Forms • Club Goal Analysis Report • Monthly Contribution Report • Club Recognition Summary • EREY Report • Club Goal Form • Memorandum of Understanding Future Vision Update

9. Recognitions – Things to Strive For • Your Club Could Be: • 100% Paul Harris Fellowship Club • 100% Sustaining Member Club • $100 Per Capita Clubs • Top 3 Per Capita Club • 100% Bequest Society Club Future Vision Update

10. Grant Names Rotary Foundation District Grants Rotary Foundation Global Grants Future Vision Update

11. District Grants Follows TRF Mission, preferably within the six areas of focus Preference for International projects in developing countries Local and DDF funding only, no World Fund match Up to $3,000 per club, club matches $ for $ $6,000 minimum project size Use www.matchinggrants.org/district Applications due: September 1, 2011 Funding Attributes Future Vision Update

12. District Grant Funding Example Future Vision Update

13. District Grant Funding Example Future Vision Update

14. District Grant Funding Example Future Vision Update

15. Must follow TRF Mission & be in one of the 6 Areas of Focus All participating clubs must be qualified (D5340 and International District) DDF, World Fund, cash Maximum of $10,000 in DDF available per club, $ for $ match $15,000 minimum grant from TRF World Fund Applications due July 1, October 1, January 1, April 1 Global Grants Future Vision Update

16. Global Grant Funding Example Future Vision Update

17. Global Grant Funding Example Future Vision Update

18. Global Grant Funding Example Future Vision Update

19. Global Grant Funding Example Future Vision Update

20. Global Grant Funding Example Future Vision Update

21. How Clubs Can Work Together Global & District Grants • Utilize www.matchinggrants.org/district or www.matchinggrants.org/global to publicize your project • Work with “Friends of District 3000, 4100, 4400, 9200” committees • Working with DG to prioritize projects • Clubs coming together for common good • Larger projects with significant impact Future Vision Update

22. District 5340 DDF • How much DDF is available? • Roughly $190,000 • $90,000 for District Grants • $100,000 for Global Grants • But, ….. It depends! Future Vision Update

23. Club Qualification • Clubs must be qualified to participate in a Global or District Grant • Club Qualification Requirements • A minimum of two club members attends Grants Management Seminar • Club President-elect, Foundation Chair, International Service Chair, Community Service Chair, others • Club President & President-elect sign the Memo of Understanding • Club must be current on RI and District Dues • No late reports on Matching or Global Grants Future Vision Update

24. Timeline • Calendar of Events • March 26, District Assembly (am) & Grants Management Seminar (pm) • April 2, Imperial Valley District Assembly (am) & Grants Management Seminar (pm) • July 1, October 1, January 1, April 1 deadlines for Global Grant submissions • September 1, deadline for District Grants submissions Future Vision Update

25. What to Do Now • Club President-elect To Dos • Complete and turn in Club Goal Form • Sign and return Memo of Understanding • Encourage attendance at District Assembly and Grants Management Seminar • Attend the Grants Management Seminar • Schedule a meeting with your Foundation Chair and your Foundation Mentor Future Vision Update

26. Questions? Future Vision Update

27. www.rotary.org/futurevision Future Vision Update, Nov. 2008