1. Presidents, Projects, and TRF The Rotary Foundation PETS – Rotary District 6360 March 14, 2014

2. TITLE | 2 Goals of this session What we’ll cover:  Brief review of TRF 101 from PETS I  Finding and funding a project for your club  Tools needed to apply for a grant from TRF

3. TITLE | 3 What is The Rotary Foundation?

4. TITLE | 4 The Rotary Foundation is … … the charitable arm of Rotary International. … OUR charity, as Rotarians. … rated as one of the top charities in the world.

5. TITLE | 5 To enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty Mission Statement:

6. TITLE | 6 2010 2011  Funds from Annual Fund available to districts 3 years after they are contributed - through SHARE  Contributions to the Annual Fund made in 2011-12 will be available in 2014-15  Contributions made in 2013-14 available in 2016-17 2015 2016 2012 2013 2014 2016 2017 2011 2012 2014 2015

7. TITLE | 7 Earnings used for administrative costs 2014-15 Up to ½ to District Grants At least ½ to Global Grants 2011-12 2012-13 $ $200,000 $50,000 $100,000 2013-14 SHARE Fund Example:

8. TITLE | 8 So your club wants to do a project …

9. TITLE | 9 Global Grants Packaged Grants District Grants

10. TITLE | 10 Global Grants

11. TITLE | 11  Long-term projects  Larger grant awards Think: “Global” Global Grants

12. TITLE | 12  International Rotary partner required  World Fund match: minimum match = $15,000  Therefore, $30,000 minimum budget  Community need and participation  Sustainable, measurable outcomes  Long-term benefits  Alignment with area(s) of focus  No application deadline  Apply directly online: www.rotary.orgwww.rotary.org Global Grants

13. TITLE | 13 Peace and conflict prevention/resolution Disease prevention and treatment Water and sanitation Maternal and child health Basic education and literacy Economic and community development

14. TITLE | 14 Packaged Grants

15. TITLE | 15  Strategic Partners  Expertise in Areas of Focus  Global scope of work  Encourages involvement by smaller clubs  Funded by World Fund and Strategic Partner  Predesigned projects  Apply online at www.rotary.orgwww.rotary.org Packaged Grants

16. TITLE | 16 Strategic Partners for Packaged Grants

17. TITLE | 17 District Grants

18. TITLE | 18  Single block grant awarded annually  Smaller activities and projects  Local or international activities  Active Rotarian participation  Adhere to stewardship guidelines  Activities align with TRF’s Mission Statement

19. TITLE | 19 To enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty Mission Statement:

20. TITLE | 20  Grants process open to all clubs  Grants are matching: your club puts in at least as much as the amount of the grant you receive  Grant funds will be disbursed after project is completed and all reporting has been accepted. ***

21. TITLE | 21 Some recent projects in our District … Bike safety helmets Backpacks with school supplies Picnic grove Summer food boxes HIV/AIDS test kits Food backpacks Supplies for at-risk students Veterans Memorial park lighting Outdoor basketball court Wooden playground Boardwalk

22. TITLE | 22 More recent projects … Orphanage laundry equipment Shoes, boots, coats Clean water gravity flow system Classroom furniture Park equipment Reading program for elementary students Medal of Honor monument Infant mortality awareness Elementary school mentoring program Senior scholarships Renovations for emergency overnight shelter

23. TITLE | 23 District vs. Global Grants

24. TITLE | 24 Funding District GrantsGlobal Grants District applies for a block grant, up to 50% of DDF, and distributes smaller amounts to clubs for projects. Clubs and Districts apply for a minimum World Fund award of $15,000, for a total project budget of at least $30,000. No World Fund match.World Fund match of 1:1 for DDF, and 0.5:1 for cash. Awarded to District by the TRF. District distributes funds to clubs. Awarded by TRF.

25. TITLE | 25 Partner District GrantsGlobal Grants No partner required, can be local or international, District and Club must be qualified. International Rotary partner and host partner, both must be qualified.

26. TITLE | 26 Scope or Vision District GrantsGlobal Grants Must be related to TRF’s mission. Must align with at least one of the six areas of focus. Short-term, one-time, smaller in scope. Long-term, sustainable, measurable.

27. TITLE | 27 Activity Type District GrantsGlobal Grants Educational, vocational, or humanitarian.

28. TITLE | 28 Planning District GrantsGlobal Grants Shorter planning time.Longer planning process.

29. TITLE | 29 Involvement District GrantsGlobal Grants Active Rotarian participation.

30. TITLE | 30 Amount given in 2011-12 $131,160.62 DDF District GrantsGlobal Grants PolioPlus Peace Centers World Fund Packaged Grants Strategic Partners

31. TITLE | 31 Amount given in 2011-12 $131,160.62 DDF $65,580.31 District GrantsGlobal Grants PolioPlus Peace Centers World Fund Packaged Grants Strategic Partners

32. TITLE | 32 Amount given in 2011-12 $131,160.62 DDF $65,580.31 District GrantsGlobal Grants PolioPlus Peace Centers World Fund $65,580.31 Packaged Grants Strategic Partners

33. TITLE | 33 Amount given in 2011-12 $131,160.62 DDF $65,580.31 District Grants $32,790.15 Global Grants PolioPlus Peace Centers World Fund $65,580.31 Packaged Grants Strategic Partners

34. TITLE | 34 Amount given in 2011-12 $131,160.62 DDF $65,580.31 District Grants $32,790.15 Global Grants $32,790.15 PolioPlus Peace Centers World Fund $65,580.31 Packaged Grants Strategic Partners

35. TITLE | 35 In 2011-12, contributions = $131,160.62

36. TITLE | 36 In 2011-12, contributions = $131,160.62 $65,580.31 to World Fund, $65,580.31 to District

37. TITLE | 37 In 2011-12, contributions = $131,160.62 $65,580.31 to World Fund, $65,580.31 to District District-controlled $$$ are split as follows:

38. TITLE | 38 In 2011-12, contributions = $131,160.62 $65,580.31 to World Fund, $65,580.31 to District District-controlled $$$ are split as follows: Global Fund: 50% = $32,790.15

39. TITLE | 39 In 2011-12, contributions = $131,160.62 $65,580.31 to World Fund, $65,580.31 to District District-controlled $$$ are split as follows: Global Fund: 50% = $32,790.15 Can be used for: * Global Matching Grants * World Peace Scholars * Global Scholars * Vocational Training Teams * Polio

40. TITLE | 40 In 2011-12, contributions = $131,160.62 $65,580.31 to World Fund, $65,580.31 to District District-controlled $$$ are split as follows: Global Fund: 50% = $32,790.15 District Fund: 50% = $32,790.15 Can be used for: * Global Matching Grants * World Peace Scholars * Global Scholars * Vocational Training Teams * Polio

41. TITLE | 41 In 2011-12, contributions = $131,160.62 $65,580.31 to World Fund, $65,580.31 to District District-controlled $$$ are split as follows: Global Fund: 50% = $32,790.15 District Fund: 50% = $32,790.15 Can be used for: * Global Matching Grants * Club projects * World Peace Scholars * Local contingency fund * Global Scholars * Scholarships * Vocational Training Teams * Polio

42. TITLE | 42 District 6360 TRF Committee Structure District Governor Terry Allen Lakeshore District Governor Terry Allen Lakeshore Committee Chair Teresa Brandell Delta-Waverly Committee Chair Teresa Brandell Delta-Waverly Grants Subcommittee ** Vacant *** Grants Subcommittee ** Vacant *** Polio Plus Subcommittee Ed Foster Charlotte Polio Plus Subcommittee Ed Foster Charlotte Fundraising Subcommittee Harold Mondol Lansing Dewitt Sunrise Fundraising Subcommittee Harold Mondol Lansing Dewitt Sunrise Stewardship Subcommittee Jim Temple Berrien Springs-Eau Claire Stewardship Subcommittee Jim Temple Berrien Springs-Eau Claire

43. TITLE | 43 Please rank the following possibilities for spending priorities for our District’s use of its District Designated Funds from The Rotary Foundation for the 2014-2015 Rotary Year. Place a number by each choice, using “1” for the highest priority and “7” for the lowest priority. Please use each number only once. _____ Club projects _____ Polio Plus _____ District-wide scholarship(s) _____ Global Grants _____ Vocational Training Teams _____ Rotary Peace Centers _____ Local contingency fund Turn in completed form at PETS March 13-15 in Kalamazoo.

44. TITLE | 44 2012 Governors-elect Training Seminar | 8

45. TITLE | 45 Matching: Making money go farther $38,500 Cash: $11,000 DDF Match: $11,000 World Fund Match: $11,000 on DDF World Fund Match: $5,500 on Cash

46. TITLE | 46 Getting my club ready to apply for a grant

47. TITLE | 47 Getting my club ready to apply for a grant Action Plan – Here’s what to do:  Plan a project.  Club must become qualified.  Agree to implement club Memorandum of Understanding (MOU).  Submit application for District Grant by May 31, 2014. Submit application for Global Grant when ready.  After application is submitted:  Wait for final approval!  Complete project.  Submit reports.

48. TITLE | 48 Getting my club ready to apply for a grant Plan a project:  Conduct a needs assessment in the community  Assess your club’s resources, including potential partners  Set goals – measurable and sustainable  Establish a realistic budget with competitive bidding  Disclose potential conflicts of interest  Create an implementation plan  Have a contingency plan

49. TITLE | 49 Getting my club ready to apply for a grant Get qualified: what it means  Ensures that clubs have appropriate financial and stewardship controls in place to manage grant funds  Entire club is responsible  Potential conflicts of interest are disclosed  Agree to TRF Terms and Conditions for grants  Club will cooperate with all audits  Grant funds will be properly used  Grant reporting will be done properly  Potential for disqualification is understood

50. TITLE | 50 Getting my club ready to apply for a grant About qualification:  Qualification process open to all clubs.  Club agrees to implement MOU.  At least 2 club members must attend GMS.  Reports and dues payments must be current.  Qualification good for one year.  Club President and PE for 2014-15 must sign off.

51. TITLE | 51 Getting my club ready to apply for a grant Some requirements of the MOU:  Written Financial Management Plan for your club  Separate bank account required for Global Grant (but not for District Grant).  Document retention plan  Reporting requirements

52. TITLE | 52 Getting my club ready to apply for a grant MOU steps to take now:  What MOU requirements does my club already implement?  What requirements does my club need to implement?  What type of club members would be good choices to help implement the club MOU?  Designate a club member to take the lead on qualification.

53. TITLE | 53 Getting my club ready to apply for a grant Attend a Grant Management Seminar Required before receiving a grant. Two members from each club must attend. Register on DaCdb. Upcoming GMS:  Wednesday, April 2, 2014 in Lansing, 5:30 p.m. to 8:30 p.m..  Saturday, May 3, 2014 in Oshtemo, 9 a.m. to noon.  Friday afternoon, May 16, 2014, as part of the District Conference.

54. TITLE | 54 Submitting a grant application Global Grant:  Begin application process at any time – no deadline.  Entire process is online at www.rotary.org www.rotary.org  The initial part of the application process insures you have all the necessary pieces in place.

55. TITLE | 55 Submitting a grant application District Grant:  Grant mentor/advisor will work with your club through the process.  Application is an online process through DaCdb.  Application worksheet will be available to help make sure you have all the needed information.  Application deadline: May 31, 2014.

56. TITLE | 56 After application is submitted: Global Grant:  All communication from TRF will be through the www.rotary.org website. www.rotary.org  Receive grant funds.  Work on project.  Complete reports, as required. All reporting is done online.

57. TITLE | 57 After application is submitted: District Grant:  Wait for approvals of grant.  Preliminary in June.  Final approval from TRF in July.  Once final approval received, work on your project!  Complete all reports.  Receive grant funds.

58. TITLE | 58 Thank you for your Time, Dedication, and Commitment Questions?