our foundation grants slide 1 rotary foundation district grants rotary foundation global grants...

OUR FOUNDATION GRANTS

Slide 1

Rotary FoundationDistrict Grants

Rotary FoundationGlobal Grants

PACKAGED GRANTS

Benefactor$1,000 pledge

BeneficiariesRotarians, Clubs, Districts, International partners,

Scholars, Communities, Children

Saves and Changes Lives

Endowment FundContribution Retained

interest only used

Global Grants50%

(general)

Funding for Local Project

Funding for International Projects (Matching Grants)

Vocational Teams

Scholarships

Disaster Relieve

Funding travel for planning and volunteers

District Sponsored 1. Vocational Teams ($15K)2. Scholarships (15K)

International Service (matching grants)

Club Sponsored1. Vocational Teams2. Scholarships

Donations to 1. Polio Eradication2. Rotary Peace Centers

Income

Annual FundHeld for 3 years

Prior to use

District GrantsDDF

(SHARE) 50% 3rd year Annual

Fund total contributions

Annual FundDisbursements

Rotary FoundationDistributions

Bequest Society

$10,000 pledge

Major Donor $10,000 cash

Arch Klumph Society$250,000

Sustaining Paul Harris

$100 per year

EREYEvery Rotarian

Every Year$100

Paul Harris Fellow$1000

Paul Harris Society

$1000 annually

$ Support $Individual Rotarians, Clubs, Districts, Corporate Matching Gifts,

Other Foundations, Trusts, Insurance, Estate Plans, and friends who believe in the mission of the Rotary Foundation

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Restricted FundPolioPlus, Donor Advised Fund,

MemorialsDiaster Recovery

BeneficiariesRotarians, Clubs, Districts, International partners,

Scholars, Communities, Children

Saves and Changes Lives

Rotary Foundation District Grants

Slide 4

Individuals

Rotary-affiliated entities

Cooperative Organizations/NGOs

Qualified District

Impact

Local and global communities

Disburse funds

Block Grant DDF

TRF

Mission related

Qualified District

Submits Request Rotary Clubs

Rotary Foundation District Grants

• Simple, flexible, innovative• Educational and humanitarian projects and activities

consistent with mission• Smaller activities and projects• Local decision making with broader guidelines

Slide 5

Funding AttributesDistrict Grants• Initiated by districts• Block grant• District administers• General TRF guidelines• Creativity and accountability• Local and DDF funding only• Up to 50% DDF - No min. or max. monetary limits

Slide 6

Rotary Foundation Global Grants

Slide 7

Impact

Global communities

TRF

Areas of Focus

Global Grant

Award Club or District Developed Grant

World Fund match to DDF/cash

Award Packaged Grant

World Fund

Qualified Club or District

Qualified Club or District

Submits Proposal

Rotary Foundation Global Grants

• Long-term projects• Rotarian participation• Larger grant awards• Sustainable outcomes• International partnerships required

for club- and district-developed grants

Slide 8

Funding AttributesGlobal Grants• Initiated by qualified club and/or district• DDF, World Fund, cash flow through,

PF earnings, named gifts• Larger awards (min. US$15,000) and

project costs• World Fund match of DDF, cash, and DAF• Streamlined stewardship and accountability

Slide 9

Funding Model

Slide 10

ANNUAL PROGRAMS FUND

SHARE

District Grants

50% (max)

District Designated Fund

50% 50%

World Fund

50% (min)

Global Grants(World Fund match to DDF and cash)

Other (Cash, DAF, Permanent Fund)

District Controlled Trustees Controlled

SHARE at WorkExample: Funding $32,900 Pure Water Project in Zimbabwe

Other Rotary Clubs $2,000

Sponsoring District - DDF $8,000

Hosting District- DDF $1,000

Individuals & Other orgs $1,000

$1,000x 0.5

$8,000x 1.0

Partner Districts - DDF $5,000 $10,000x 1.0

$1,000x 1.0

$500X .5

$3,000= $3,900

$16,000= $19,900

$10,000= $29,900

$2,000= $31,900

$1500= $33,400

Funding Source

Originating Rotary Club

US$

$600

Global RF Match

$300x 0.5

Sub-Total

$900=

Total

$900

RESULTS: Commitment + $600 + Planning + Partners = Pure Water $33,400

PACKAGED GRANTS

* Predesigned projects developed by Foundation and its strategic partners. * Involve one of the Six Areas of Focus * Partners offer financial support, technical expertise, or advocacy * Partners : Aga Khan University –nursing – Mercy Ships Vocational

and Medical – UNESCO-IHI Water and Sanitation

• World understanding

• Goodwill

• Peace

Our Mission

CLUB QUALIFICATIONS

• ATTEND GRANT MANAGEMENT SEMINAR

• READ AND AGREE TO A CLUB MEMORANDUM OF UNDERSTANDING

• AGREE TO DISTRICT QUALIFICATION TERMS

WHERE TO FIND PARTNERS

• ProjectLINK• Rotarian Action Groups• RI Conventions• Matchinggrants.org/global• LinkedIn• Project fairs• Personal travel• District Leaders promote when at conventions,

etc

COMMUNITY ASSESSMENT

PRINCIPLES TO KEEP IN MIND - TALK WITH A BROAD SECTION OF THE COMMUNITY

- IDENTIFY PASSIONATE NEEDS

- GET LOCAL BUY-IN

- THINK LONG TERM

SUSTAINABLE PROJECTS

• Community Needs and Strengths• Materials and Technology• Funding• Knowledge• Motivation• Monitoring and Evaluation

STEWARDSHIP

THE KEY TO OUR FOUNDATION’S SUCCESS

RECOGNIZED WORLDWIDE FOR INTERGRTY – WE OUT PERFORM MOST CHARITIES –EXCEED INDUSTRY STANDARTS – GOVERNANCE, EFFECTIVENESS, FINANCES,FUNDRAISING, PRIVACY POLICY.

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