rotary international district 6890 the rotary foundation (trf) district designated funds (ddf)...
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Rotary InternationalRotary InternationalDistrict 6890District 6890
The Rotary Foundation (TRF)The Rotary Foundation (TRF)
District Designated Funds District Designated Funds (DDF)(DDF)
Allocation of Allocation of YOURYOUR Funds Funds
Welcome!Welcome!
is to enable Rotarians to advance is to enable Rotarians to advance world understanding, goodwill, and world understanding, goodwill, and peace through the improvement of peace through the improvement of health, the support of education, health, the support of education, and the alleviation of poverty.and the alleviation of poverty.
Its Mission
The Rotary The Rotary Foundation Foundation
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YourContributions
$ $
AnnualFund
PermanentFund
Earnings To TRFAdministration
$$ Investedfor 3 Years
50% to World Fund / Reserves
50% to DistrictDesignated Fund
Up to 50%DISTRICT Grants
MatchingGrants / Admin.
Up to 100% ofcontribution spent on Foundation programs
The RotaryFoundationBasic Outline
GLOBALGrants
PolioPlus or other Restricted Funds
District 6890 DDF District 6890 DDF AllocationAllocation
• Reward clubs for TRF contributions• Encourage participation in grants• Provide fair access to available DDF• Comply with TRF Governance rules
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District 6890 DDF District 6890 DDF AllocationAllocation
• Pro rata share of available DDF to be determined and “reserved” for clubs
• Based on TRF - AF giving three years prior (e.g., 2012-2013 for 2015-2016)
• Clubs have first opportunity to decide allocation of their money to projects
• Subject to eligibility requirements
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District 6890 DDF District 6890 DDF AllocationAllocation
Contribution “Circuit Breakers” & Project Minimums
In order to sponsor a project under these guidelines, clubs must achieve one of two “circuit breakers” in the contribution year:
1.) Contribute a minimum of $2,500 to APF or2.) Reach $100 per capita giving to APF
Clubs not qualifying to sponsor grant eligible projects may still assign their reserve DDF to a partner club’s project of their choosing. This applies to both DISTRICT and GLOBAL Grants, and assumes club has participated in annual Grants Workshop and submitted signed MOU.
TRF has set a $30,000 minimum for GLOBAL Grant projects, meaning total funding from all sources (including partner clubs outside D-6890) must be $30,000 or more.
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District 6890 DDF District 6890 DDF AllocationAllocation
• All DDF money is eligible for allocation to qualifying GLOBAL Grants (TRF policy)
• Up to 50% of DDF money may be allocated to qualifying DISTRICT Grants (TRF policy)
• District 6890 CLUBS decide how to spend their money based on service initiatives
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District 6890 DDF District 6890 DDF AllocationAllocation
EXAMPLE
Club RC contributes $12,000 to TRF Annual Fund in 2012-13, representing 8.0% of District 6890 giving. In 2015-16, TRF returns $75,000 in DDF to be allocated to qualifying grants.
$6,000 (8.0% of $75,000) is “reserved” for Club RC until 8/30/2015.
Club may apply all $6,000 to an eligible GLOBAL Grant or up to $3,000 to an eligible DISTRICT Grant (and balance to GLOBAL Grant).
DDF matches “new” money 1:1 for DISTRICT Grants up to maximum allocation (e.g., 50% of $6,000 = $3,000 for Club RC).
New money not required for DDF toward GLOBAL Grants.
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District 6890 DDF District 6890 DDF AllocationAllocation
DISTRICT Grant
New Funds $ 3,000
DDF Match $ 3,000
TRF Match N/A
TOTAL $ 6,000
GLOBAL Grant
New Funds $ 9,000
DDF Applied $ 3,000
TRF Match $ 7,500
TOTAL $ 19,500 **
GLOBAL Grant
New Funds $ 12,000
DDF Applied $ 6,000
TRF Match $ 12,000
TOTAL $ 30,000
GLOBAL Grants may also qualify for matching from TRF’s World Fund. World Fund matches DDF 1:1 and new money 1:2 ($1 = 50¢ WF).
Assume Club RC has raised a total of $12,000 (new money) for DISTRICT and GLOBAL Grant projects.
Allocation of funds results in different levels of available matching from TRF (World Fund).
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** TRF minimum GLOBAL Grant project is $30,000, so the $19,500 shown above represents only partial funding (i.e., would require transfer to or from another club)
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InternationalDistrict 6890
Annual DDF Allocation
Contribution Year (”C”)
Example: Club gives $12,000 to The Rotary Foundation Annual
Fund during 2012-2013 Rotary Year
$12,000Example: District recieves $6,000in DDF for 2015-2016 Rotary Year,held for 2015-2016 Club direction
Investment Years (C+1) & (C+2)
Example: Club funds are invested(or held in reserve) for three years,50% to DDF, balance to World Fund
Funds held in escrow / reserve, earnings used for administration
Example: By April 30, 2015, Club mayrequest or transfer up to $3,000 (50% of DDF)
toward eliible DISTRICT Grant project
Example: By August 30, 2015, Club mayrequest or transfer balance of unused DDF
toward GLOBAL Grant project
Up to $3,000By 4/30 Allocation Yearbefore By 8/30 of Allocation Year
$6,000Up to– and/or –
DISTRICT Grants
• Up to 50% of available DDF• Simple, single-page application• May be local or international• Club governance (MOU)• Check sent to club on request• Not eligible for TRF-WF match• DDF matches new club money• No project minimum• DDF may be transferred
GLOBAL Grants
• Up to 100% of available DDF• Online, multi-page application• Requires international partner• Reporting schedule to TRF• All funds flow through TRF• Eligible for World Fund match• DDF without new money• $30,000 minimum project• DDF may be transferred
Allocation Year (C+3)
$6,000
District 6890 DDF District 6890 DDF AllocationAllocation
DISTRICT Grants
• Up to 50% of available DDF
• Simple, single-page application
• May be local or international
• Club governance (MOU)
• Check sent to club on request
• Not eligible for TRF-WF match
• DDF matches new club money
• No project minimum
• DDF may be transferred
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GLOBAL Grants
• Up to 100% of available DDF
• Online, multi-page application
• Requires international partner
• Reporting schedule to TRF
• All funds flow through TRF
• Eligible for World Fund match
• DDF without new money
• $30,000 minimum project
• DDF may be transferred
District 6890 DDF District 6890 DDF AllocationAllocation
Unclaimed DDF
DISTRICT Grants will be awarded by 7/1 each year (application deadline 4/30). The balance of DDF will be available for GLOBAL Grants to be awarded by 10/1 (application deadline 8/30).
DDF that is not allocated (or assigned) through the reserve process will be available awarded to eligible projects by the District 6890 TRF Grants (SHARE) Committee.
When necessary, grant request evaluation will be based on factors including project life (years of impact), number of clubs participating, sponsor club’s per capita giving and public relations elements.
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District 6890 DDF District 6890 DDF AllocationAllocation
Scoring Grid for Allocation of Unclaimed DDF
Club Per Capita Support of APF
Top 25% = 7 pts2nd 25% = 5 pts3rd 25% = 3 ptsLast 25% = 1 pt
Per Capita APF of highest contributing club to project (generally project sponsor), based on quartile rank of District 6890 (Rotary year three years prior).
Participating Clubs (min. $500)3+ clubs = 5 pts2 clubs = 3 pts
1 club = 1 pt
Any number of clubs may participate. This metric will be based on number of clubs contributing at least $500 to the project.
Project Sustainability (life expectancy)5+ yrs = 5 pts 3-4 yrs = 3 pts1-2 yrs = 1 pt
Includes life expectancy of any equipment plus plans for ongoing support and/or additional project elements.
Public Relations Element/OpportunitySubstantial = 5 pts Moderate = 3 pts
Minimal = 1 pt
PR plan may be footnoted with application and may include activity in project community as well as local publicity for sponsoring Rotary club.
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District 6890 DDF District 6890 DDF AllocationAllocation
Dates & Deadlines
4/30 DISTRICT Grant Applications / Assignments Due
7/1 DISTRICT Awards (released from TRF)
8/30 GLOBAL Grant Applications / Assignments Due
10/1 GLOBAL Awards (DDF)
Next Steps
• Sign and submit TRF Memorandum of Understanding to Brad Lunz ([email protected])
• Develop club strategy to maximize available DDF for execution of DISTRICT or GLOBAL Grant projects
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District 6890 DDF District 6890 DDF AllocationAllocation
Resources
Rotary6890.org > The Rotary Foundation• Applications • Information • Links to TRF
Rotary.org > My Rotary > The Rotary Foundation• TRF Education • Grant Descriptions and Details
Doug Andrews, District 6890 TRF Committee Chair(813) 857-7089 [email protected]
Brad Lunz, District 6890 Grants Subcommittee Chair(863) 838-2416 [email protected]
Ed Odom, District 6890 DDF Process Support(813) 351-9723 EdOdomØ[email protected]
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