District 5810 Grant Qualification John D. Moser District Grant Chair The Rotary Club of Frisco

The Rotary Foundation We are responsible leaders Responsible leadership means being both efficient and trustworthy with our donations. We’re committed to making the most out of every dollar we receive — that’s why we use nearly 90% of our funding for program expenses in an industry where the average is only 65%.

The Rotary Foundation

What we do with our donations – Each year, gifts to the Rotary Foundation fund thousands of projects around the globe. Here are a few examples from 2011–12: – $102.8 million spent on fighting polio in areas including India, which is now polio-freefighting polio – $2 million raised by Korean Rotary members to build a maternal and child health complex in Tanzania, serving an area of more than a million people – $40,000 spent to provide safe drinking water, sanitation and facilities, and training in India

The Rotary Foundation

District Grants Clubs may support a broad range of activities with their district grant funds. Examples of potential district-grant activities include: Local or international service projects as well as service travel or disaster recovery efforts recovery Vocational training teams: – No partnership or international requirements – No restrictions on team size or length of training – Teams travel to either conduct or receive training Scholarships: – No restrictions on the level (secondary, university, or graduate), length, location (local or international), or area of study – No restrictions on the dollar amount for the scholarships

District Grants Examples of District Grant Projects… back packs/back to school projects, a new refrigerator for a food pantry, computers and library improvements at poorly funded schools, a new (used) forklift for a large Books for the World project, improvements to local parks, literacy supplies for prison release programs, high school and college scholarships, support for a medical equipment repair school in Haiti. Additionally, several clubs have joined to make a larger, sometimes international project - which avoids the paperwork, size and sustainability requirements of a Global Grant.

District Grants Attendance at a District Conducted Qualification Session if mandatory for Club Qualification To be eligible for a District Grant in 2014/2015, a Club must closed all previous year Grants. Clubs must be up-to-date on RI and District Dues as well as the IRS 990. Per Capita contributions to The Rotary Foundation will be considered in the award of Grant funds.

District Grants Important for Qualifications Club – Memorandum of Understanding Club Management - Qualification – Due Dates – Funding – Archives – Forms (Available on the District Web Site) Club MOU Grant Request Form Final Report

District Grants Club Memorandum of Understanding (MOU) Annual Agreement – Mandatory to obtain Grant – Outlines Leadership Responsibilities Financial Management Document Retention Report on Use of Grant Funds Authorization & Agreement MOU must be renewed annually

District Grants Leadership Responsibilities – Planning Current Club Management must work closely with incoming President and President-Elect to plan Grant activity for 2014/2015. Partner with other Clubs and/or organizations to increase the scope of your project.

District Grants Leadership Responsibilities – Qualification Club must have at least one person attend a District Conducted Qualification Session to qualify the Club to obtain Grant(s). (Did you sign in???) Qualification is obtained only via District training. Clubs must requalify annually. Clubs must be qualified annually by attending a District Qualification session.

District Grants Due Dates – Requests for District Grants are due by the second Tuesday in June because... – Our District must submit a spending plan to RI for approval (July 1). – Grant acknowledgement will occur in mid-July – Final Report due immediately upon completion of Grant activities.

More About Due Dates… – District Grant projects must be completed in the Rotary year for which it is approved. – All receipts must be dated in the current RI year. – Final reports must be received by the district before May 1. (Must include a signed final grant form, receipts and pictures) District Grants

Funding – Funds available in = $76,967 Minimum Grant Request is $1,000 Maximum Grant Request is $4,000 One Grant Request per Club (unless…) – Clubs are urged to work together or with outside sources to fund Grants. – Club Per Capita contributions are a part of the funding decision. – Grant Funds awarded to Club upon submission of the Grant’s Final Report.

District Grants Funding RI YearDist. TTLGrants – 2014/2015$153,934$76,967 – 2015/2016$180,638$90,319 – 2016/2017 (so far)$ 70,904$35,452

District Grants Archives – Clubs must archive all Grant documentation for a minimum of five (5) years Include documents s Receipts Bank Records Pictures

District Grants – Forms Club MOU Grant Request Form Final Report All forms are available from the District 5810 web site (

District Grants Report on Use of Grant Funds – Clubs must report abuse or misuse of Grant Funds to the District Foundation Chair or District Governor.

District Grants Authorization & Agreement – Memorandum of Understanding signed by » 2014/2015 Club President » 2014/2015 Club President-Elect – MOU is valid only from July 1, 2014 through June 30, 2015.

District Grants Proposed Grant Fund Allocation – Grant Funds Available: $76, – District Per Capita Funds: $ Clubs whose Per Capita average > $ go into group A. Clubs whose Per Capita Average < $ go into group B. Group A clubs eligible for 75% of Grant Funds Group B clubs eligible for remaining 25%.

District Grants District Foundation Organization – District 5810 Foundation Chair: Glen Rowe District 5810 Grants Committee ( ) – Chair: John Moser – Owen Devlin – Happy Franklin – Sanjeev Khanna – Erin Mudie – Tom Franklin District 5810 Grants Committee ( ) – Chair: Owen Devlin – If you would like to help with Global or District Grants, please contact Glen Rowe, John Moser or Owen Devlin