Matching Grants

Address humanitarian conditions that benefit a community in need Direct Rotarian involvement Match at least two countries (host and international) 1:1 match for DDF and 0.5:1 match for cash contributions

Matching Grant Types Matching Grants –Award US$ 5,000 - $25,000 Competitive Matching Grants –Award US$ 25,001 - $150,000

Competitive Grants Community needs assessment Publicity and spending plan Annual independent financial review

Policies and Guidelines Adherence to Terms and Conditions of Matching Grant Award Must be humanitarian project Project must benefit a community in need

Communicate with partners for life of project Establish committees (3 members) to oversee project Plan and implement project jointly Visit project site Submit reports to TRF Ensure proper stewardship of funds Rotarian Involvement

Application Procedure 1 July – 31 MarchApplications accepted 1 August – 15 MayApplications approved 1 August & 1 January Competitive Matching Grant application deadline

Reporting Requirements Progress reports at least every twelve months for the life of the grant Final report due within two months of completion Primary report responsibility noted in application

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

Role of District Leadership District Rotary Foundation Committee Chair –Allocate DDF District Grants Subcommittee Chair –Review and certify applications prior to submission to TRF –Authorize district sponsored grants

Questions?

How to Complete a Matching Grant Application

Learning Objectives Overview of the MG process Preparing to complete an application Completing application, step-by-step Helpful hints

Application received, acknowledged Application reviewed Grant approved Agreement form, contributions, payee information returned to TRF Overview of Process

Payment issued Reports submitted Final report reviewed File closed

Read Matching Grant application and The Guide to Matching Grants Identify international partner Conduct community needs assessment Preparations

Design eligible project to meet need Prepare budget Request support from your district Rotary Foundation committee chair and district grants subcommittee chair Preparations

Applications received 1 July - 31 March Applications approved 1 Aug - 15 May Application Deadlines

Project Description Who, what, where, when and how Continuity of project after the grant Detailed description of Rotarian activities

Host & International Partners Club or district project Provide all contact information Contacts must be in good standing with RI All contacts must be in sponsoring club

Project Budget Itemize expenditures Supplier names must be provided Invoices not required, but may be requested Indicate exchange rate

Project Financing Financing must equal budget Calculate in US$ Indicate cash or DDF DRFC chair must authorize use of DDF

Project Planning All questions must be answered Equipment cannot be owned by Rotarians or Rotary clubs Customs clearance must be arranged

Competitive Grants Grant requests from US$25,001-$150,000 –Community Needs Assessment

Authorizations Authorizations signed by current year officers Club-sponsored vs. district- sponsored All signatures must be submitted with the application (otherwise application will be returned)

Cooperating Organizations Cooperating Organization vs. beneficiary Letter of participation from Cooperating Org Letter of endorsement from host partner

Final Report Both sponsors are responsible for reports –Should include input from both sponsors Club / district handling grant funds should take the lead in reporting

DGSC Review District grants subcommittee must confirm that the application is complete Host or international partner Does not guarantee Trustee approval

Completion Checklist Helpful to ensure that the application is accurate and complete

Helpful Hints Stay current on grant reporting Pay RI Membership dues on time Communicate with your co-sponsors Complete all sections of the application Keep copies of all documents

Resources Matching Grant Terms and Conditions The Guide to Matching Grants [144] Website: TRF Staff

Questions?