ROTARY BASICS
FOUNDATION
SEMINAR
Foundation Mission Statement
To enable Rotarians to advance
World understanding, goodwill, and peace
through the improvement of health, the support of
education, and the alleviation of poverty.
2014
Agenda
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Intro & DDF – Greg Jones
District Grants – Raghada Khoury & Roger Schulte
Global Grants – Rene Fruto & Greg Jones
Polio Plus – Donald Tatera
Rotary Foundation Alumni – Fred Latuperissa
Encouraging APF Donations – Michael Driebe
Advanced Planning with Rotary – Michael Dunlap
Rotary 101 – Greg Jones
2014
Annual Fund Contributions
At the end of Rotary year, Annual Fund
SHARE are contributions split:
• 50% to the World Fund
• 50% credited to district’s DDF
2014
Permanent Fund Earnings
The Trustees determine the spendable
earnings. Contributions designated to
Permanent Fund-SHARE, the spendable
earnings are split:
• 50% to the World Fund
• 50% credited to district’s DDF
2014
District Designated Funds
50% of
contributions
3 years prior
District
Grants
DDF
Global
Grants
Transfer to
another
district
PolioPlus
Donations
Rollover and
Transfers
Unused DDF
rolls over to
next year
Rotary Peace
Centers
Donations
2014
District 5300 DDF in 2014/2015
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Two $30,000 Global Grant Rotary Scholars
$100,000 in Global Grants
$75,000 in District Grants
Two $5,000 District Grant Rotary Scholars
Polio Plus support
2014
2014/2015 District Grants
• $75,000 Available.
• Club must be qualified.
Two rounds of applications:
1. Allocated to clubs based on prior giving.
2. $1,000 per club for remaining amount.
2014
2014/2015 District Grants
• Reimbursement of club expense.
• Requirements:
– Must be new or expanded projects
– “Hands on” projects only
– Can be local or international
– Must comply with Rotary Terms &
Conditions
– Clubs can collaberate
2014
2014/2015 District Grants
• Apply on dacdb by September 15, 2014
• Second round starts after first round
processed.
• Make sure you can document your
expenditures.
• Contact Raghada Khoury for
information.
2014
DISTRICT FOUNDATION SCHOLARSHIPS
The Scholarship Award
• Two $5,000 college
scholarships
2014
DISTRICT FOUNDATION SCHOLARSHIPS
The Scholarship Award
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For this 2014-15 academic year
Interact and/or Rotaract involvement
Not from Rotarian families
Sponsored by a
“Qualified” Rotary Club
2014
DISTRICT FOUNDATION SCHOLARSHIPS
2014-15 Time Line
• July 31, 2014:
• Applications due
• August: Judging
• September 15-30:
• Applicants notified
• November:
• Scholarships released
2014
DISTRICT FOUNDATION SCHOLARSHIPS
Application Documents
• Application Form
• Service activities
• Leadership roles
• 500 Word Essay
• Transcript
2014
DISTRICT FOUNDATION SCHOLARSHIPS
2014-15
• 11 Applicants
• 3 Winners
• 8 Judges (2 per
geographic area)
2014
DISTRICT FOUNDATION SCHOLARSHIPS
2014-15 Winners
• Andrew Wong
Rotary Club of Arcadia
Freshman at UC Berkley
• Sarah Price
Rotary Club of Rancho Cucamonga
Freshman at University of Miami
2014
DISTRICT FOUNDATION SCHOLARSHIPS
2014-15 Winners
• Evan Klouse
Rotary Club of Boulder City Sunrise
Freshman at University of Nevada,
Reno
2014
DISTRICT FOUNDATION SCHOLARSHIPS
NEXT YEAR Starts Now
• Forms on website January 31, 2015
Applications Open 1-31-15 until 7-31-15
• Inform Interacters & Rotaractors
• Assure your club is “Qualified”
• Encourage students to apply
• Select one candidate per club
2014
DISTRICT FOUNDATION SCHOLARSHIPS
Questions: Contact
• Roger Schulte, Chair
909.532.0673
rogerschulte@gmail.com
2014
Areas of Focus
• Peace and conflict prevention/resolution
• Disease prevention and treatment
• Water and sanitation
• Maternal and child health
• Basic education and literacy
• Economic and community development
2014
Global Grants
• Six areas of focus only
• Must be sustainable, measurable, and
meet community needs
• Must identify a qualified international
partner early
• Collaboration between District 5300 Clubs
is strongly encouraged.
• Minimum project budget of $30,000
2014
“Drop Ship” International Projects
2014
2014/2015 Global Grants
• $100,000 Available for District 5300 Match
– $10,000 available per project
• District 5300 will match club contributions
1 to 1.
• TRF will match District contribution 1 to 1
and club contribution ½ to 1.
• TRF contribution of $15,000 to $200,000
• Rene Fruto is the Global Grants chair
2014
Global Grant Math
Club contributions =
District Match =
TRF Match Club contribution =
TRF Match District contr. =
$10,000
$10,000
$ 5,000
$10,000
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Project Budget
$35,000
2014
Global Grant Scholarships
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Graduate-level
Study period 1-4 years
Alignment with the areas of focus
Qualified host and international sponsors
$30,000 minimum budget
$1,000 club contribution
2014