Rotary District 5950 Grant Management Seminar April 9, 2016 Grant Writing “301” Refresher

What you Know & …

Objectives Deepen your grant preparation knowledge Share RI & District 5950 updates Practice & respond to questions Qualify Your Club!

Harvest the Knowledge The Rotary Foundation & How it Works

The Rotary Foundation (TRF) Money Flow

TRF … Reminder Every Rotarian Ever Year TRF Major Donors Paul Harris Society

The Picture Global District DDF available for $ 160,095 $ 160,095 + DDF Global not used in PY 85, (-) DDF granted during (76,900) (160,095) DDF remaining as of Feb. 2016$ 168,

The new picture DDF TRF Allocation from $325,624 50% Global Grants 162,812 50% District Grants 162,812

How 5950 Clubs Qualify … District & Global Grants At least one club member attends a GMS annually Club files Club MOU with District 5950  [Memorandum of Understanding] Club President must register Club Goals Club must be current on all reporting requirements

GLOBAL Grant Project Essentials Needs Assessment Collaboration Sustainability Training

Areas of Focus

Global Grants Large International >$35,000 total 10,000One or more 5950 Clubs 10,000 District 5950 Match 100 Host Club Minimum 10,000 TRF Match of District (100%) 5,050 TRF Match of Clubs (50%) 35,150

Global Grants Process 1.Contact Global Grants Chair, Todd Bollig Connect with assigned Grant Mentor 3.Follow timelines and due dates 4.Identify Host Rotary Club 5.Conduct Needs Assessment with the project Community Leaders and Host Club Rotarians

Global Grants Process cont’d 6.Look for Collaboration possibilities 7.Establish Sustainability 8.Start online application DO NOT AUTHORIZE until approved by DO NOT START project until approved by TRF

Global … POST TRF Approval 1.Receive TRF legal documents with approval letter 2.Set up Separate Bank Account 3.Collect Club Contributions into Account 4.NEW: 5% Fee if cash sent to TRF 5.TRF will wire World Fund match and DDF 6.Implement project; retain all receipts 7.File interim or final reports with TRF

Global Grants Summary 7 Projects24 different Clubs $115,882 Club Funds$ 1,334,481 Total Leverage 11.5 times / without special donor 8.6 times [$330,746 less] Global Funds $168,000 remains Maximum $12,000 DDF per project

DSITRICT Grant Project Essentials Rotary Project with Rotary Recognition Complete by June 30 of Rotary year Rotarian Sweat Equity

District Grant – One Club $ 3,000Outright District Grant 1,000Club Contribution 2,000 2:1 District Match $ 6,000 Total project NOTE: Minimum club contribution = $500

District Grant – Collaboration $ 3,000Outright District Grant 1,000 Club A Contribution 1,500 Club B Contribution 500 Club C Contribution 6,000 2:1 District Match (max with 3 Clubs) $ 12,000 Total project NOTE: Minimum club contribution = $500

District Grant Process 1.Club goals must be entered online to qualify 2.Mentor assigned for each application 3.Applications due 1 st each month; Committee meets monthly 4.Reports due within 30 days of completion

District Grant Process cont’d. 5.May sponsor one local & one small international through October 2016 Committee meeting 6.June meeting, approval; project may start prior to July 1 7.Consider international pilot project; no host Rotary club 8.Construction qualifies.

District Grants Summary 22 projects approved as of January 19, ▫ 9 small international projects ▫13 local projects ▫11 single club projects ▫11 multiple club collaborations ▫Co-Sponsorship Polio Survivors Conference, October 2015 ▫$10,000 available for ShelterBox match until April 1

District Grants Local projects$76,406 Small (<$35K) Int’l projects $76,406 Governor’s Local Project$10,000 TOTAL$162,812

What “GLOBAL” grant ideas? Percolating Looking for suggestions Projects you’d like to sponsor Partnerships you’d like to develop ▫ Host ▫ Non Rotary organization ▫ Collaborating clubs

What “DISTRICT” grant ideas? Percolating Looking for suggestions Projects you’d like to sponsor Partnerships you’d like to develop ▫ Collaborating clubs ▫ International (small) ▫ Local

Let’s Work! Work inor Develop Present

Global Application Attachments Memorandum of Understanding (MOU) Curriculum for Training Proforma Invoices – Estimated Expenses

Qualification Reminders At least one club member attends a GMS annually Club files Club MOU with District 5950  [Memorandum of Understanding] Club President must register Club Goals online Club must be current on all reporting requirements

Resources Don Stiles, Programs & Grants Todd Bollig, Global Grants Carol MacDonald, District Grants, Take Action/Apply for Grantswww.Rotary.org Service & Grants & TRF / Servicewww.Rotary5950.org Programs & Grants / Grant Resources / Grant Management Seminars

How did we do? Deepen your grant preparation knowledge? Know RI & District 5950 updates? Enough practice & any questions? Your club is Qualified! (almost!)