District 6980

District Designated Funds

DDF

Presented at

2015

Grants Workshop

September 12, 2015

Bob Shydo

DDF Administrator

District Designated Funds (DDF)

District 6980

September 12, 2015

Agenda

DDF Funding Cycle DDF Transfer Form DDF Tracking Form

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District Designated Funds (DDF)

District 6980

September 12, 2015

DDF Funding Cycle

Rotarians and clubs make contributions to the Annual Fund each year.

After 3 Years:40% of your club’s contributions goes to the World Fund (5% of original amount go to OP EXP)

50% of your club’s contributions comes back to the district as District Designated Funds (DDF)

With Revenue Sharing40% of your club’s original contribution is allocated to your club by the district for use this Rotary Year

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District Designated Funds (DDF)

District 6980

September 12, 2015 — 4 —

District Designated Funds (DDF)

District 6980

September 12, 2015

DDF Allocation with Revenue Sharing

100% of contributions to Annual Fund

40% allocated to World Fund

50% allocated to the District

as DDF

80% of District’s DDF allocated to

Club

20% of DDF remains with the District

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After 3 Years

Through Revenue Sharing

40% of original contribution

10% of original contribution

$7,500

$3,375

$3,750DDF $3,000DDF

$750DDF

-5% Op Exp-$375

District Designated Funds (DDF)

District 6980

September 12, 2015

DDF Transfer Form

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District Designated Funds (DDF)

District 6980

September 12, 2015

DDF Uses

• District Grant:o Interacto Rotaracto RYLAo GSEo Youth Exchangeo Other

• Global Grant• Rotary Peace Fellowship• Polio Plus• District 6980• Vocational Training Team

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District Designated Funds (DDF)

District 6980

September 12, 2015 — 8 —

District Designated Funds (DDF)

District 6980

September 12, 2015 — 9 —

This is what you see if you depress the “Highlight Existing Fields” box in the upper right hand corner

District Designated Funds (DDF)

District 6980

September 12, 2015 — 10 —

District Designated Funds (DDF)

District 6980

September 12, 2015 — 11 —

District Designated Funds (DDF)

District 6980

September 12, 2015

DDF Transfer Form – Sending Info

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All sections must be completed correctly for transfer request to be processed

District Designated Funds (DDF)

District 6980

September 12, 2015 — 13 —

District Designated Funds (DDF)

District 6980

September 12, 2015 — 14 —

Receiving District and Rotary Club along with the Grant Name or Description are required to be completed correctly for transfer request to be processed.

If Grant # is known please provide.

District Designated Funds (DDF)

District 6980

September 12, 2015 — 15 —

District Designated Funds (DDF)

District 6980

September 12, 2015

DDF Transfer Form - Confirmation

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Upon receipt of the completed DDF Transfer Form the DDF Administrator will:- review that the information provided is complete, - verify the transferring club has the requested DDF amount, - update the district DDF Tracking Form, - note on the DDF transfer form “Processed” & - send a copy of the processed DDF form to the submitter and

the Grants Chair.

Processed Confirmation

District Designated Funds (DDF)

District 6980

September 12, 2015

DDF Tracking Form

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District Designated Funds (DDF)

District 6980

September 12, 2015

DDF Tracking Form

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District Designated Funds (DDF)

District 6980

September 12, 2015

DDF Tracking Form Explained

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Your club number

District Designated Funds (DDF)

District 6980

September 12, 2015

DDF Tracking Form Explained

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Your club’s Annual Program Fund (APF) contribution year

District Designated Funds (DDF)

District 6980

September 12, 2015

DDF Tracking Form Explained

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Your club’s contribution amount to the Annual Program Fund (APF)

District Designated Funds (DDF)

District 6980

September 12, 2015

DDF Tracking Form Explained

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Rotary year for this DDF allocation report

District Designated Funds (DDF)

District 6980

September 12, 2015

DDF Tracking Form Explained

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Club’s allocated DDF for the designated Rotary year(APF Giving Total x .40 = Allocated)

District Designated Funds (DDF)

District 6980

September 12, 2015

DDF Tracking Form Explained

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Club’s current available DDF(Allocated – any DDF transfers (Grants, Polio Plus etc.))

(As of the “Last Update Date)

District Designated Funds (DDF)

District 6980

September 12, 2015

DDF Tracking Form Explained

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Date of last DDF Tracking Form update

District Designated Funds (DDF)

District 6980

September 12, 2015

DDF Tracking Form Explained

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Tracking for individual clubs

District Designated Funds (DDF)

District 6980

September 12, 2015

DDF

Questions??

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District Designated Funds (DDF)

District 6980

September 12, 2015

More Information on DDF

Bob Shydo

82scrambler@cfl.rr.com

407.497.8111

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District Designated Funds (DDF)

District 6980

September 12, 2015 — 29 —

District Designated Funds (DDF)

District 6980

September 12, 2015

New Operational Funding Model

A small portion of Endowment Fund spendable earnings provide some funding for operating expenses.

Beginning 1 July 2015, additional sources of funds will be used as needed to pay for the Foundation’s operating expenses.

Five percent of contributions to the Annual Fund will be earmarked for operating expenses or to build the operating reserve to three times annual operating expenses.

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District Designated Funds (DDF)

District 6980

September 12, 2015

New Operational Funding Model (cont.)

Five percent of global grant cash contributions will be used to help cover the costs associated with these gifts.

Occasionally, the Foundation receives a large donation (over $500,000) from a corporation or foundation. Up to 10 percent of these gifts will be used to cover our operating expenses.

“This diversifies the Foundation’s sources of funding, making it less reliant on any one source.”

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District Designated Funds (DDF)

District 6980

September 12, 2015 — 32 —