1. Rotary Foundation Grants The Rotary Foundation Bette Miller March 28, 2015

2. TITLE | 2 Why A New Grant Model? …… This Will Be Year 3 for D7040  Reasons the Trustees Introduced Changes…  Areas for Improvement  Focus  Accountability  Sustainability  Efficiency  Actions for Improved Performance  Six areas of Focus  Strict reporting, accounting & financial management guidelines  Needs Assessments to ensure Beneficiaries buy-in/ownership  Increased District Responsibility - Grants Management Seminars  Fewer Grant options available – District & Global only  Online application

3. TITLE | 3 Areas of Focus  Peace & Conflict Prevention/Resolution  Disease Prevention & Treatment  Water & Sanitation  Maternal & Child Health  Basic Education & Literacy  Economic & Community Development

4. TITLE | 4 1. Rotary Foundation District Grants District Simplified District Matching Approval and Oversight by the District Committee 2. Rotary Foundation Global Grants Approval and Oversight by The Rotary Foundation Two Kinds of Grants Two Kinds of Grants - More Efficient & Simplified

5. TITLE | 5 Club Qualification Requirements Attend a grant management seminar President, President-elect, Treasurer plus Foundation Chair or International Chair – other members are also welcome Submit signed club MOU & District Addendum Reporting is current and Club is in good standing with RI

6. TITLE | 6 District Simplified Grants Local or International Projects Humanitarian, Educational, Travel, Disaster Recovery No International Partner Required DDF Match (total available to be determined) $0.50 : $1 up to $2500 (you spend first, then reimbursed by District) No World Fund or TRF matching District Grants

7. TITLE | 7 District Grants District Matching Grants – International project – Requires Rotary Partner – Grant limit $10,000 ($1 for $1 by District) (you receive your money before you start the project) – NO World Fund Match (Note: Simplified and Matching Grants can support projects in other District Communities i.e. US club and Iqaluit)

8. TITLE | 8 Timeline (All District Grants) March 1, 2015 – Call for applications for 2015-2016 April 30, 2015 – Application Deadline for 2015-2016 May 30, 2015 – Deadline for current year (2014-2015) project reports due June 15, 2015 – Initial Award (applications make a spending plan) June 30, 2015 – TRF Deadline for receipt of 2014-2015 District Final Reports to TRF from District. July 15, 2015 – District submits Grant request and spending plan to TRF for 2015-2016 projects After July 31, 2015 – Spending Plan accepted and final award

9. TITLE | 9 Global Grants Long-term projects Sustainable outcomes as determined by TRF Larger grant awards aligned with Areas of Focus World Fund match in addition to DDF

10. TITLE | 10 Developing an Eligible Global Grant Assess needs Choose areas of focus Select goals Determine sustainability Complete your proposal & submit to DRFC Submit your application (after approval from District Rotary Foundation Chair (DRFC))

11. TITLE | 11 All Projects Should Be Sustainable Projects These projects/programs give a community the skills and knowledge to maintain project outcomes for the long term, after grant funds have been expended.

12. TITLE | 12 Qualities of Sustainable Projects Community fit/Needs assessment Materials/Technology available Funding Knowledge – expands knowledge Motivation/Commitment – partners & recipients Increases capacity Evaluation

13. TITLE | 13 Minimum Grant ………………....$15,000 Minimum Project Budget …...$30,000 Minimum Project Budget …...$30,000 Six Areas of Focus Six Areas of Focus International partner (D7040 club) must provide at least 30% of funding International partner (D7040 club) must provide at least 30% of funding International & Host Rotary Partners International & Host Rotary Partners World Fund Match:World Fund Match: $1 : $1 District Funds (DDF)* $1 : $1 District Funds (DDF)* $0.50 : $1 Club Generated Funds $0.50 : $1 Club Generated Funds * Up to specified maximum, i.e. $15,000 – may vary each year Global Grants

14. TITLE | 14 The Changes to The Foundation Funding Formula 5% of Annual Fund contributions will be used to cover operating expenses shortfall and fully fund the operating reserve. 5% of Annual Fund contributions will be used to cover operating expenses shortfall and fully fund the operating reserve. Additional 5% for club cash contributions for Global Grants to offset cost of processing cash i.e. exchange rates, etc. Additional 5% for club cash contributions for Global Grants to offset cost of processing cash i.e. exchange rates, etc. This begins July 1, 2015 This begins July 1, 2015

15. TITLE | 15 Financing Guidelines for Grants Contributions raised by Rotarians Funds cannot be raised from beneficiaries in exchange for a grant Funds cannot come from other grants Contributions credited to donor Rotarians must avoid conflict of interest

16. TITLE | 16 Implementation & Evaluation Ongoing process Communication! Follows original plan & goals Adheres to Club and District Addendum MOU Financial management plan Recordkeeping & Reporting Recognizes successes and lessons learned Measurable outcomes

17. TITLE | 17 Questions ?? Contact: DRFC Chair, Bette Miller bette.miller@rotary7040.com PDG Bonnie Black bonnie.black@rotary7040.com