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District 7570 Rotary Foundation Grant Management Seminar Page 1 District 7570 Rotary Foundation Grant Management Seminar Vision for the Future Transform.

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Presentation on theme: "District 7570 Rotary Foundation Grant Management Seminar Page 1 District 7570 Rotary Foundation Grant Management Seminar Vision for the Future Transform."— Presentation transcript:

1 District 7570 Rotary Foundation Grant Management Seminar Page 1 District 7570 Rotary Foundation Grant Management Seminar Vision for the Future Transform Lives

2 District 7570 Rotary Foundation Grant Management Seminar Page 2 Agenda Overview of Future Vision Plan Management of a Foundation Grant Stewardship & sustainability requirements Club Qualification Implementing the club Memorandum of Understanding Grant Projects

3 District 7570 Rotary Foundation Grant Management Seminar Page 3 New Vision Enables Rotarians to Support Foundation Mission to: Advance world understanding, goodwill, and peace through –the improvement of health, –the support of education and –the alleviation of poverty

4 District 7570 Rotary Foundation Grant Management Seminar Page 4 SIMPLIFY programs and processes FOCUS service efforts SUPPORT local and global efforts LOCAL decision making and flexibility INCREASE Club Ownership ENHANCE Rotary’s public image IMPROVE sustainability INCREASE metrics to measure results Future Vision Plan Priorities

5 District 7570 Rotary Foundation Grant Management Seminar Page 5 Six Grant Areas of Focus Water Disease and Maternal & Prevention Sanitation Child Health & Treatment

6 District 7570 Rotary Foundation Grant Management Seminar Page 6 Goodwill Basic Education and Peace and Literacy Economic & Community Development Six Grant Areas of Focus

7 District 7570 Rotary Foundation Grant Management Seminar Page 7 THEOLDGRANTMODEL

8 District 7570 Rotary Foundation Grant Management Seminar Page 8  PolioPlus  Humanitarian Grants  District Grants  Global Grants  Packaged Grants  Vocational Training & Educational Grants  Scholars  Peace Fellows  Vocational Training Teams (VTT) New Model: Only Three Grant Types

9 District 7570 Rotary Foundation Grant Management Seminar Page 9 Bigger Budgets  Minimum match by foundation $15,000  Minimum project budget is $30,000 Align with one of the six areas of focus Align with one of the six areas of focus Longer-term Impact of grant Longer-term Impact of grant Grant managed by Rotary Foundation Grant managed by Rotary Foundation Global Grants are New!

10 District 7570 Rotary Foundation Grant Management Seminar Page 10 Global Grants are BIG! Fund Large-scale International Projects Respond to need identified locally Designed so the community can help itself after the Rotary work is done Apply online at Rotary website Active Rotary Involvement Support Graduate-Level International Study

11 District 7570 Rotary Foundation Grant Management Seminar Page 11 Will Fund:  Local or International Projects  Humanitarian, Educational & Travel  Disaster Recovery & Other Grant Match may average $3,000 Grants Managed by Our District Maximum District match is $10,000 District Grants are New!

12 District 7570 Rotary Foundation Grant Management Seminar Page 12 District Grants are Flexible! Simple, flexible, innovative Educational & humanitarian projects Align with Rotary Foundation mission Smaller budgets & local decisions Local decision making, less red tape No Match from Rotary Foundation

13 District 7570 Rotary Foundation Grant Management Seminar Page 13 Examples of Grant Activity District Grants Global Grants International travel for local doctor to volunteer. International travel for local doctor to volunteer. Scholarship for student to attend local university. Scholarship for student to attend local university. Donation of art supplies to assist local youth. Donation of art supplies to assist local youth. Mixed profession vocational training teams Mixed profession vocational training teams Dictionary project in Jamaica and Virginia Dictionary project in Jamaica and Virginia Other Examples ? Other Examples ? International safe drinking water, sanitation, and hygiene education International safe drinking water, sanitation, and hygiene education Sponsorship of student to Study Abroad. Sponsorship of student to Study Abroad. International malaria project International malaria project Single vocation Rotary Vocational Training Team sent abroad Single vocation Rotary Vocational Training Team sent abroad Other Examples ? Other Examples ?

14 District 7570 Rotary Foundation Grant Management Seminar Page 14 Predesigned Large Projects Predesigned Large Projects Educational & Humanitarian Projects Educational & Humanitarian Projects Comprehensive in Scope Comprehensive in Scope Sustainable Programs Sustainable Programs Funded by Strategic Partner & Rotary Funded by Strategic Partner & Rotary Implemented by Rotarians Implemented by Rotarians Initial Partners include Mercy Ships,Initial Partners include Mercy Ships, Oikocredit, UNESCO – Institute for Water Education and Aga Khan University Packaged Grants are New!

15 District 7570 Rotary Foundation Grant Management Seminar Page 15 PolioPlus PolioPlus Rotary International Peace Centers Rotary International Peace Centers Priority on “Doing Good in World” Priority on “Doing Good in World” “Hands-on” Rotary Projects “Hands-on” Rotary Projects Partnerships with Other Rotarians Partnerships with Other Rotarians Trust, Friendships & Relationships Trust, Friendships & Relationships Future Vision Plan Grants What’s NOT Changed?

16 District 7570 Rotary Foundation Grant Management Seminar Page 16 New! Club Qualification Attend grant training Sign memo of understanding Be good steward Show results Be current on all reports

17 District 7570 Rotary Foundation Grant Management Seminar Page 17 Terms of Qualification Club Must Qualify Annually Entire club is responsible Disclose potential conflicts of interest Follow Foundation Terms and Conditions Cooperate with all audits Grant Reporting Attend this training annually

18 District 7570 Rotary Foundation Grant Management Seminar Page 18 Rules are Changing Grant game has changed Check out new terms guiding Global Grants More flexible on projects Key factor: areas of focus A “reasonable test” is applied to many ideas

19 District 7570 Rotary Foundation Grant Management Seminar Page 19 Funding The Rotary Foundation invests our Annual Fund Contributions for three years before the funds are used for grants Annual Fund Gifts are returned in for our District Designated Funds.

20 District 7570 Rotary Foundation Grant Management Seminar Page 20 D7570 Distributable Funds 2013–14 Rotary Year $446,480 $446,480 50% SHARE 50% 50% SHARE 50% District Designated Fund TRF World Fund District Designated Fund TRF World Fund $223,240 $223,240 $223,240 $223,240 Annual Fund Contributions in

21 District 7570 Rotary Foundation Grant Management Seminar Page 21 D7570 Distributable Funds 2013–14 Rotary Year $446,480 $446,480 50% SHARE 50% 50% SHARE 50% District Designated Funds TRF World Fund District Designated Funds TRF World Fund $223,240 $223,240 $223,240 $223,240 50% (max.) Optional 50% (min.) 50% (max.) Optional 50% (min.) $98,620 $13,000 $111,620 $98,620 $13,000 $111,620 District Grants GSE Global Grants Match from TRF Matches 100% of District $ 50% of Club $ Annual Fund Contributions in

22 District 7570 Rotary Foundation Grant Management Seminar Page 22 Creating a Project Requires teamwork, goodwill, and better friendships

23 District 7570 Rotary Foundation Grant Management Seminar Page 23 Needs Assessment  Talk to Everyone. Get ideas and buy-in across community leaders  Trust local knowledge & ways of working  Choose a project that is based on the community’s need over the long-term  Assess your club’s resources and availability and its potential partners to meet the need

24 District 7570 Rotary Foundation Grant Management Seminar Page 24 Project Planning Form a six-person grant team Assign roles Determine primary contacts Set measurable and sustainable goals Create a budget Create an implementation plan Have a contingency plan Identify cooperating organization to help

25 District 7570 Rotary Foundation Grant Management Seminar Page 25 Setting Specific Goals Measurable Sustainable Qualitative (descriptive) Quantitative (numeric) Gather baseline data Decide how to measure

26 District 7570 Rotary Foundation Grant Management Seminar Page 26 Successful Grant Projects Use implementation plan Lasts Long After Money is Gone Evaluate results of grants Tell story of good and bad Talk all the time to Rotary partners via cell phone, , texting, calling cards, & Skype

27 District 7570 Rotary Foundation Grant Management Seminar Page 27 Principles of Sustainability Project impact after funding is expended Economic, cultural, social & resource Optimal use of local resources Respect natural resources Reach the most beneficiaries New methods in professional fields Prepare professionals to increase impact Use input and skills of grassroots groups

28 District 7570 Rotary Foundation Grant Management Seminar Page 28 Plans Needed for Grant Topic Communications plan Financial management plan Record keeping plan Needs Assessment Plan Measurable Results Questions What are the benefits of creating these plans? What are the implementation steps? Who will be responsible? What will you do if something goes wrong?

29 District 7570 Rotary Foundation Grant Management Seminar Page 29 Break

30 District 7570 Rotary Foundation Grant Management Seminar Page 30 Global Grants Ensuring Achievable, Sustainable, and Measurable Results

31 District 7570 Rotary Foundation Grant Management Seminar Page Creating a Budget Realistic & Usable Competitive bidding Reasonable prices Disclose conflicts of interest Need More Clubs to Fund Project Now

32 District 7570 Rotary Foundation Grant Management Seminar Page 32 Partners  Supported by strong partnerships  Search for Rotarians who have identified a need in their local communities  Team of Host & International Rotarians  Host Rotarians should be invested  Good communication between the host and international partners is key

33 District 7570 Rotary Foundation Grant Management Seminar Page 33 Stewardship Stewardship is the responsible management and oversight of grant funds, including: Rotarian supervision of project Following standard business practices Reporting of irregularities to TRF Implementing projects as approved Financial records review Timely submission of reports

34 District 7570 Rotary Foundation Grant Management Seminar Page Grant Management Ensures that projects has proper financial control Adhere to superior technical standards Meet the needs of the beneficiaries Fulfill their objectives Safeguard funds

35 District 7570 Rotary Foundation Grant Management Seminar Page 35 Financing Guidelines Club generated contributions must come from or be raised by Rotarians Funds cannot be raised from beneficiaries in exchange for receiving the grant Funds cannot come from other grants Contributions should be credited to donor

36 District 7570 Rotary Foundation Grant Management Seminar Page 36 Applying for a Global Grant Bring patience, understanding, and cup of coffee

37 District 7570 Rotary Foundation Grant Management Seminar Page 37 Global Grant First Steps Create Account at

38 District 7570 Rotary Foundation Grant Management Seminar Page 38 Applying for Global Grants First Step is to submit grant proposal through Rotary member access Next step is to submit grant application through Rotary member access Must meet goals of area(s) of focus Must be sustainable Must involve two or more Rotary Clubs District must confirm club is qualified

39 District 7570 Rotary Foundation Grant Management Seminar Page 39 Global Grant Funding 1.Contributions from Various Clubs $10,000 2.District Match ($1:$1) max. $20,000$10,000 3.Rotary Foundation Match Match of Club Funds ($.50:$1)$ 5,000 Match of District Funds ($1:$1)$10,000 US $ Total Funding $ 35,000

40 District 7570 Rotary Foundation Grant Management Seminar Page 40 Project Implementation “You can do it, now!”

41 District 7570 Rotary Foundation Grant Management Seminar Page Do Good Job & Evaluate It Talk with partners Manage finances Follow the plan Achieve “our” goals Ask for receipts and keep record Evaluate during project and improve Celebrate and promote successes

42 District 7570 Rotary Foundation Grant Management Seminar Page Financial Management Plan Dedicated Bank account for funds Distribute funds Carefully Use checks/bank cards to track funds Detailed ledger Follow local laws

43 District 7570 Rotary Foundation Grant Management Seminar Page 43 Grant Reports !?! Grant is not done until reports are accepted by the Foundation. Reports are due 12 months after payment Final report due within 2 months of end of project

44 District 7570 Rotary Foundation Grant Management Seminar Page 44 Global Grant Reports Content How both Rotary Clubs were involved Type of activity: humanitarian project, scholar, vocational training team Evaluation of project goals and how funds met the goals of the area(s) of focus How funds were spent Number of beneficiaries and how they benefited

45 District 7570 Rotary Foundation Grant Management Seminar Page 45 Resources District Foundation Committee District Grants Team - Future Vision Pages Future Vision Plan Newsletter District Governor Rotary Foundation Staff Regional Rotary Foundation Coordinator Ask a Neighboring Club or District

46 District 7570 Rotary Foundation Grant Management Seminar Page 46 Handouts Look on our district web site for links to handouts. 1.Club Memorandum of Understanding 2.Global Grants Guidelines 3.District Grants Guidelines 4.District Foundation Committee 5.Future Vision Grants Terms & Conditions 6.Application for District Grant 7.Future Vision Grant Management Manual 8.Today’s PowerPoint on district web site. Thank You for All You do for Rotary and the World!


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