1. HP101 Humanitarian Grants Program of The Rotary Foundation

2. Learning Objectives Humanitarian grant standards Grant types Appropriate use of funds Reporting Business cycle Role of district leadership Stewardship

3. Rotarian participation Rotary networks Humanitarian needs Stewardship Humanitarian Grant Standards

4. District Simplified Grants Administered by district leadership DDF (maximum 20% of new DDF) Local or international projects District is sole sponsor

5. Support travel of qualified Rotarians and spouses Direct service or project planning Eligibility based on –Defined community need –Skills and experience of traveler(s) –Lack of skills and experience locally Flat grant award Volunteer Service Grants

6. Matching Grants Matched funds for humanitarian endeavors –1:1 match for DDF –.5:1 match for cash Local and international sponsors Matching Grants (US$5,000 - $25,000) Competitive Matching Grants (US$25,001 - $150,000)

7. 3-H Grants Long-term, self-help benefits Integrative approach Rotarian and beneficiary participation 2-4 years Previous Matching Grant partnership 10% minimum contribution

8. Disaster Recovery Master account formed Sub-accounts created for disasters Committees appointed to oversee use of funds Program focused on disaster recovery not disaster relief

9. Construction/renovation Purchase of land or buildings Salaries of cooperating organization employees Plumbing/electrification Post-secondary education International travel (except Volunteer Service and 3-H Grants) Inappropriate Use of Funds

10. Establishment of foundation or trust Personal benefit Duplication of TRF or Rotary program Reimbursement of existing project Excessive support of beneficiary Inauguration parties or meetings Inappropriate Use of Funds

11. Reporting Progress reports are due at least every twelve months for the life of the project Final report is due within two months of the project’s completion

12. Report Content Project accomplishments Rotarian involvement Statement of income and expense Bank statement Information on the beneficiary

13. Business Cycle 1 July – 31 MarchSubmit DSG Requests and MG applications 1 August – 15 MayApplications / requests approved Rolling BasisVolunteer Service Grant applications accepted

14. Business Cycle (3-H) 1 July – 31 MarchProposals for 3-H funding and needs assessments accepted. Eligible proposals will receive an application form to be completed. 1 AugustCompleted application deadline 1 NovemberFinal deadline for sponsors to respond to all TRF staff and technical reviewer inquiries December – FebruaryOn-site project evaluations selected and conducted MayFunding decisions announced

15. District Leadership District Grants Subcommittee: Serve as grants experts Certify applications for completeness Authorize district-sponsored grant applications

16. District Leadership District Rotary Foundation Committee: Authorize DDF Submit District Simplified Grant requests Maintain DDF records District Governor: Jointly authorize DDF with DRFC (begins 1 July 08)

17. Stewardship The trustees rely on the integrity of the clubs and Rotarians engaged in project implementation to ensure that funds are used effectively for the purpose for which they were given.

18. Stewardship Treating TRF funds as a sacred trust Competent and thorough supervision of the project Standard business practice Reporting irregularity to TRF Implementing projects as approved Financial review of projects Timely and complete reporting

19. Keys to Success Project meets real needs of receiving community Rotarian, club, district, and community support (host and international) Proper fiscal oversight Effective partnerships and communication Project plan with goals and anticipated outcomes

20. Questions?