1. Presentation #3 Global Grants
Rotary International District 9630 Inc

2. Global Grants . Area of focus . Community need
. Community participation
. Strengthen knowledge, skills, resources
. Long-term benefit
. Measurable results
. US$30,000 minimum budget
Global grants fund large-scale projects and activities that
− Align with an area of focus
− Respond to a need the benefiting community has identified
− Include the active participation of the benefiting community
− Strengthen local knowledge, skills, and resources
− Are designed to enable the benefiting community to address its own needs after the Rotary club or district has concluded its work
− Have measurable results
− Have active Rotarian participation
The minimum grant award is US$15,000 (for a total budget of at least $30,000). The DDF allocation is matched 100 percent, and cash is matched at 50 percent from World Fund. Global grants are sponsored by a host club in the project country and another club outside the project country.

3. Areas of Focus Peace and conflict prevention/resolution
Disease prevention and treatment
Water and sanitation
Maternal and child health
Basic education and literacy
Global grants must support at least one of the six areas of focus, which reflect critical humanitarian issues and needs that Rotarians are addressing worldwide:
− Peace and conflict prevention/resolution
− Disease prevention and treatment
− Water and sanitation
− Maternal and child health
− Basic education and literacy
− Economic and community development
Economic and community development

4. Sustainable Projects . Community fit . Materials/Technology . Funding
. Knowledge
. Motivation
. Evaluation
Global grant funding is an investment in long-lasting change. Sustainable projects can take many forms but all display the following characteristics:
Community fit: Sustainable projects are well planned, involve the collaboration of multiple project participants, and complement the needs and values of beneficiaries.
Materials/technology: Sustainable projects employ durable materials that are accessible, ready to use, and environmentally sound.
Funding: Sustainable projects ensure that a reliable source of funding exists to continue project outcomes after the grant is complete.
Knowledge: Sustainable projects increase capacity by helping communities acquire new skills, knowledge, and behaviors.
Motivation: Sustainable projects provide tangible incentives for community ownership of project activities and outcomes.
Evaluation: Sustainable projects are designed to ensure clear and measurable outcomes.
Global grants should incorporate practices from each of the characteristics above. If not provided with grant funds, sponsors should demonstrate how these sustainability practices are being met through existing community services.

5. Measurable Outcomes . Put a plan in place before implementation
. Establish baseline data
. Determine quantitative and qualitative measures
When designing your project, create a plan to measure outcomes. Your plan should incorporate baseline data, a timeline, and methods for measuring your achievements. For example, if a city has an infant mortality rate of 15 percent, your goal might be to reduce the rate to less than 10 percent in four years, and you would measure your project’s success by reviewing the city’s public health statistics.

6. Member Access
Rotarians can submit global grant applications, review grant status, and submit reports online through Member Access.

7. Global Grant First Steps
Speaking points:
Apply for a grant through Rotary’s online application system at
To start a grant application, complete the First Steps by hitting the start button. It will give you general information about grant activity and best practices. After navigating through the first steps, you will be able to start your grant application.
Any open global grant applications that have not yet been approved will show up in the Application(s) section. If a grant has been approved and is still open, it will be in Open Grant(s) section. Any grants that have been completed will be in the Closed Grant(s) section.
The Attention Needed section provides alerts if any action is needed on an existing grant.

8. Application Speaking points:
Before starting your application, the primary project contacts from each of the partner clubs must already be designated. And a grant title must be decided upon. This information is required in order to proceed with the application.
Applications must include a detailed project implementation plan and budget.
If you have questions about the application, contact Rotary staff through a messaging function within the grant application system. This will help you ensure that your application is complete before submitting it.
Depending on the project’s budget and complexity, there may be multiple steps to the grant review process.
Once the grant is approved, the primary contacts from the partner clubs will receive formal notification. The club president or district Rotary Foundation chair must authorize the legal agreement to implement the grant.
Discussion question:
What steps should you take before starting the application process? What elements of your project should already be decided or completed?

9. Global Grant Financing
Minimum budget for a global grant is US$30,000 ($15,000 Grant from World Fund)
DDF matched 100% with World Fund (eg $15,000 DDF matched with $15,000 from World Fund)
Rotarian and non-Rotarian cash contributions matched 50% with World Fund (eg $10,000 cash is matched with $5,000 from World Fund)
Speaking points:
The minimum total budget for a global grant project is US$30,000.
Clubs and districts can contribute to the financing of a global grant using:
District Designated Fund (matched dollar for dollar by the Foundation’s World Fund)
Rotarian cash contributions (outright gifts from Rotarians or funds from Rotarian-led fundraisers; matched 50 cents to the dollar by the Foundation)
Non-Rotarian cash contributions (donations from other organizations, businesses, or people; matched 50 cents to the dollar by the Foundation)

10. Global Grant Financing Example
$10,000
SPONSOR DISTRICT 9630 DDF
WORLD FUND MATCHES DDF $ FOR $
$2,500
HOST OR OTHER DISTRICT DDF
$2,500
WORLD FUND MATCHES DDF $ FOR $
$4,000
SPONSOR ROTARY CLUB CASH $
$2,000
WORLD FUND MATCHES $1 FOR $2
$1,000
HOST OR OTHER ROTARY CLUBS’ CASH $
$500
WORLD FUND MATCHES $1 FOR $2
$32,500
TOTAL GLOBAL GRANT
Speaking points:
The minimum total budget for a global grant project is US$30,000. This can be made up in numerous ways.
Clubs and districts can contribute to the financing of a global grant using:
D9630 District Designated Fund (matched dollar for dollar by the Foundation’s World Fund)
Other Rotary Districts may contribute some of their DDF (matched dollar for dollar by the Foundation’s World Fund)
Rotarian/Club cash contributions - outright gifts from Rotarians or funds from Rotarian-led fundraisers (matched 50 cents to the dollar by the Foundation)
Non-Rotarian cash contributions - donations from other organizations, businesses, or people; matched 50 cents to the dollar by the Foundation)
In this example, D9630 contribute $10,000 DDF, earning a $10,000 match from the World Fund.
Other Districts contribute $2,500 of their DDF, earning a further $2,500 from the World Fund.
The Sponsor Rotary Club contributes $4,000 which is matched to the level of 50 cents in the dollar, an amount of $2,000.
Other Rotary Clubs contribute a further $1,000, being matched by the World Fund with $500.
The World Fund has matched a total of $15,000 which is the minimum amount it is able to provide.
The total Project is now valued at $32,500.

11. Financing Guidelines
International sponsors provide at least 30% of total sponsor funding
Funds cannot be raised from beneficiaries or cooperating organizations in exchange for a grant
Funds cannot come from other grants
Contributions credited to donor
Speaking points:
International sponsors of humanitarian projects are required to provide at least 30 percent of the total sponsor funding.
Rotarians cannot collect funds from beneficiaries or cooperating organizations in exchange for receiving the grant.
Contributions cannot come from other Rotary grant projects.
Cash contributions should always be credited to the individuals who gave the funds. Rotarians cannot collect funds from individuals and claim the donation as their own, unless they have received explicit permission from the donors to do so.
Discussion questions:
How do you raise cash contributions for projects?
How do you motivate donors to give more?
In order to maintain the highest sound quality possible, all but our panelists and myself will be muted during the webinar. We encourage you to submit questions or comments to our panelists and to RI staff members by using the question pod on your attendee control panel (in the upper right corner of your computer screen).
You can also use the question pod if you’re having technical difficulties. Simply describe the problems you are having in the Questions box in your control panel, and an RI staff member will assist you right away.
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12. Conflict of Interest
Exists when a Rotarian benefits financially or personally from a grant
Benefit can be direct to a Rotarian or indirect to an associate of the Rotarian
Speaking points:
A conflict of interest exists when a Rotarian may benefit financially or personally from grant activities.
The benefit can be either direct (the Rotarian benefits) or indirect (an associate of the Rotarian benefits).
Financial benefits could include receiving grant funds for being a project manager or receiving grant funds as a vendor for the project.
Personal benefits could include receiving a promotion, getting business referrals, or gaining publicity or improved social standing.
Associates can include family members, friends, other Rotarians, personal acquaintances, colleagues, and business partners.
Rotarians have a reputation for professional integrity. Addressing and preventing conflict of interest helps preserve this reputation for the club, district, and The Rotary Foundation.
When Rotarians freely disclose any direct or indirect association with the grant project, they help ensure fair process and transparency in the use of Foundation funds.
Rotarians must disclose any conflicts of interest on the grant application. If Rotarians aren’t sure whether a particular situation is a conflict of interest, they should talk with their grant officers.
An actual or perceived conflict of interest does not necessarily disqualify a Rotarian from participation in a Rotary grant. Eligibility for participation will be determined case by case upon disclosure of the conflict of interest.
Discussion questions:
What are some examples of conflict of interest?
Why should clubs be concerned about conflicts of interest?

13. Implementation Communication Financial management plan Record keeping
Following original plan
Speaking points:
Communication is crucial to a successful implementation. You should communicate regularly with:
Partners and community members about the progress of the grant
Scholars about the progress of their studies
Both partner clubs and districts to report on how funds are being spent
The Rotary Foundation, according to the reporting requirements of the grant terms and conditions
The club must implement a financial management plan for grant funds, including a separate bank account, a plan to transfer the custody of the account if necessary, a plan to disburse funds, and any requirements related to local laws.
Detailed grant records simplify reporting on the use of grant funds, responding to inquiries, and increasing the transparency of how grant funds are managed.
For global grants, follow the Rotary-approved grant plan. Any changes to the scope or budget of your project requires Rotary’s approval.
Discussion question:
How can a club best keep track of its project’s implementation?

14. Evaluation Communication Financial management plan Record keeping
Following original plan
Speaking points:
Conducting an evaluation helps a club determine the success of a project and identify any areas of improvement for the future.
Conducting an evaluation will assist clubs with their reporting requirements.
Use lessons learned to replicate successes and adjust for challenges in the next project.
Use the goals set during the planning stage to evaluate the success of a project or activity.
The data and evaluation method and frequency should be set during the planning stage.
Project evaluation happens during implementation through completion and beyond.
Promoting project and activity successes, both within your club and with the public, gets others involved and interested in participating in Rotary, and it’s a great way to let donors know how funds were spent.
Discussion questions:
What are some ways your club can evaluate a project’s success?
Has anyone conducted a grant evaluation? If yes, what did your club learn from it?
What did your club do with the information from the evaluation?
How did your club share the success with Rotarians in your club and district as well as to your community?

15. Global Grant Reporting
. Progress report 12 months after funds received
. Every 12 months until project is complete
. Final report submitted within 2 months of project completion
Project sponsors are responsible for submitting grant progress reports within 12 months and every 12 months thereafter until the project is complete. Final reports need to be submitted within two months of the close of the grant. Unused funds will be returned to the Foundation and credited to the World Fund. New grant applications cannot be accepted if either grant sponsor has overdue reports.

16. District Guidelines
There is no time limit on applications for DDF (District Designated Funds), but the earlier the better for availability of funds.
Availability of DDF will be applied as the District Foundation Committee deem fair
Funds may be rolled over from one year to another
District Guidelines :-
. No specific time frame is in place for Global Grant Funding
. Application to District for available DDF is open
. The earlier the application is submitted, the more likely it will be successful

17. Example
Vocational training team travels from U.S. to Uganda to provide pediatric heart surgeries and train local health professionals.
Example global grants and the areas of focus they support:
Humanitarian project and vocational training team (disease prevention and treatment): A vocational training team from the United States travels to Uganda to provide pediatric heart surgeries and to train local health professionals.

18. Example
Student from New Zealand receives scholarship to pursue advanced master’s degree in public international law (specialization in peace, justice, and development) at Leiden University in the Netherlands.
Example global grants and the areas of focus they support:
Scholarship (peace and conflict prevention/resolution): A student from New Zealand pursues a master’s degree in international law, with a specialty in peace, justice, and development, at Leiden University Law School in the Netherlands.

19. Example
Equipment and materials to supply a pediatric center and establish a training program on public health and nutrition in Togo.
Example global grants and the areas of focus they support:
Humanitarian project (maternal and child health): Equipment and materials are provided to supply a pediatric center in Togo and to establish a training program in public health and nutrition there.

20. Example
Villages in Guatemala receive clean water, latrines, and vegetable gardens. Vocational training team from Japan educates villagers about disease transmission, improved waste disposal, sustainable gardening, and nutrition.
Example global grants and the areas of focus they support:
Humanitarian project and vocational training team (water and sanitation; disease prevention and treatment): Access to a clean, reliable water supply is constructed for three Mayan villages in Guatemala. Latrines are built and vegetable gardens established. A vocational training team from Canada educates villagers about disease transmission and risks, improved waste-disposal practices, sustainable planting and gardening methods, and nutrition.

21. Questions? www.rotary.org District Rotary Foundation Chairman
Greg Killoran –
Grants Sub Committee Chairman
Martti Kankkunen-
Questions about global grants? Contact your District Rotary Foundation Chairman, Greg Killoran, or Grants Sub Committee Chairman, Martti Kankkunen

22. THANK YOU