the rotary foundation and your club: the future is here!
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District Rotary Foundation SeminarDistrict Rotary Foundation Seminar
The Rotary Foundationand your club:
the future is here!
District 6360PETS
March 15, 2013
District Rotary Foundation SeminarDistrict Rotary Foundation Seminar
Goals of session:
• Brief review of TRF 101 from PETS I• Begin to understand TRF’s new grant model:
Future Vision• Have the tools needed to apply for a grant
from TRF
District Rotary Foundation Seminar
Review of TRF 101
The Rotary Foundation is the charitable arm of Rotary International. It is OUR charity, and one of the top rated charities in the world.
District Rotary Foundation SeminarDistrict Rotary Foundation Seminar
Contributions
SHARE System
Contributions
Spendable Earnings
Annual Fund
PermanentFund
PolioPlus Fund
District Rotary Foundation SeminarDistrict Rotary Foundation Seminar
20092010
Funds from Annual Fund available to districts 3 years after they are contributed - through SHARE
Contributions to the Annual Fund made in 2010-11 available in 2012-13
Contributions made in 2012-13 available in 2015-16
20142015
20112012
20122013
20152016
20102011
20132014
District Rotary Foundation Seminar
Earnings used for Earnings used for administrative costsadministrative costs
2013-1450% to World Fund50% to World FundMatching GrantsPackaged GrantsPeace FellowsPolio+
50% to District50% to District
Up to ½ to District Grants
At least½ to Global Grants
2010-11 2011-12
$$200,000
$50,000$50,000
$100,000 $100,000
Future Vision Grant Distribution ExampleANNUAL PROGRAMS GIVING -- SHARE
2012-13
6
District Rotary Foundation Seminar
District Rotary Foundation SeminarDistrict Rotary Foundation Seminar
So your club wants to do a project …
District Rotary Foundation Seminar
What resources are available for your club from TRF?
Many resources under the Future Vision Plan – TRF’s new, simplified grant model!
District Rotary Foundation Seminar
District Rotary Foundation SeminarDistrict Rotary Foundation Seminar
New Grant Model:
• Global grants• District grants• Packaged
grants
District Rotary Foundation SeminarDistrict Rotary Foundation Seminar
Global Grants
District Rotary Foundation SeminarDistrict Rotary Foundation Seminar
Global Grants
• Long-term projects• Larger grant awards
Think: “Global”
District Rotary Foundation SeminarDistrict Rotary Foundation Seminar
•International Rotary partner required•World Fund match: minimum match of $15,000•Therefore, $30,000 minimum budget•Community need and participation •Sustainable, measurable outcome•Long-term benefit •Apply directly online: rotary.org•Must align with one of Rotary’s six areas of focus
District Rotary Foundation SeminarDistrict Rotary Foundation Seminar
• Peace and conflict prevention/resolution
• Disease prevention and treatment
• Water and sanitation
• Maternal and child health
• Basic education and literacy
• Economic and community development
District Rotary Foundation SeminarDistrict Rotary Foundation Seminar
District Grants
District Rotary Foundation SeminarDistrict Rotary Foundation Seminar
• Single block grant awarded annually for club and district projects
• Local or international activities• Include active Rotarian participation• Adhere to stewardship guidelines• Activities align with TRF’s mission
District Rotary Foundation SeminarDistrict Rotary Foundation Seminar
To enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education,
and the alleviation of poverty
District Rotary Foundation Seminar
District Grants
• District Community Grants: for local projects by your club
• District International Grants: for international projects by your club
District Rotary Foundation Seminar
• Open to all clubs.• Grants are matching: your club puts in at
least as much as the grant you receive.• Grant funds will be disbursed after
project is completed and all reporting has been accepted. *
• Club must be qualified to receive a grant.
District Rotary Foundation SeminarDistrict Rotary Foundation Seminar
District vs. Global Grants:a comparison
District Rotary Foundation Seminar
District vs. Global GrantsDistrict Grants• Funding:
– District applies for a block grant, up to 50% of DDF, and distributes smaller amounts to clubs for projects.
– No World Fund match.– Awarded to District by the
TRF. District distributes funds to clubs.
Global Grants• Funding:
– Clubs and Districts apply for a minimum World Fund award of $15,000, for a total project budget of at least $30,000.
– World Fund match of 1:1 for DDF, and 0.5:1 for cash.
– Awarded by TRF.
District Rotary Foundation Seminar
District vs. Global GrantsDistrict Grants• Partner:
– No partner required, can be local or international, District and Club must be qualified.
• Scope or Vision:– Must be related to TRF’s
mission.– Short-term, one-time, smaller
in scope.
Global Grants• Partner:
– International Rotary partner and host partner, both must be qualified.
• Scope or Vision:– Must align with at least one
of the six areas of focus.– Long-term, sustainable,
measurable.
District Rotary Foundation Seminar
District vs. Global GrantsDistrict Grants• Activity Type:
– Educational, vocational, or humanitarian.
• Planning:– Shorter planning time.
• Involvement:– Active Rotarian participation.
Global Grants• Activity Type:
– Educational, vocational, or humanitarian.
• Planning:– Longer planning process.
• Involvement:– Active Rotarian participation.
District Rotary Foundation SeminarDistrict Rotary Foundation Seminar
Strategic Partners and Packaged Grants
District Rotary Foundation SeminarDistrict Rotary Foundation Seminar
Packaged Grants• Strategic Partners• For Clubs and Districts• Large, comprehensive,
sustainable projects• Rotarians focus on
implementation• No cost to clubs: funded entirely
by the World Fund and the strategic partners
• Apply for these online: rotary.org
District Rotary Foundation SeminarDistrict Rotary Foundation Seminar
Strategic Partners
District Rotary Foundation SeminarDistrict Rotary Foundation Seminar
Any questions?
District Rotary Foundation SeminarDistrict Rotary Foundation Seminar
The Rotary Foundationand your club:
the future is here!
District Rotary Foundation Seminar
What type of project can my club do to qualify for a grant?
District Rotary Foundation SeminarDistrict Rotary Foundation Seminar
What some clubs have done …• Lansing: Clean water gravity flow system• Middleville: Food backpacks• Cereal City Sunrise: Food backpacks• Delta-Waverly: Food backpacks• St. Joe/Benton Harbor: Classroom furniture• St. Joe/Benton Harbor: School supplies• Kalamazoo: Park equipment
District Rotary Foundation SeminarDistrict Rotary Foundation Seminar
What some clubs have done …• Portage: Community school project• Reading: Outdoor basketball court• Lakeshore: Wooden boardwalk• Lansing: Washer and dryer, orphanage• Lansing/DeWitt: Backpack school supplies• St. Joe/Benton Harbor: Literacy education• Union City: Shoes, boots, coats
District Rotary Foundation SeminarDistrict Rotary Foundation Seminar
Getting my club ready to apply for a grant
District Rotary Foundation SeminarDistrict Rotary Foundation Seminar
Getting my club ready to apply for a grant
• Plan a project
District Rotary Foundation Seminar
Steps in Creating a Project
District Rotary Foundation Seminar
Needs Assessment
Talk with members of the communityAssess your club’s resources and
availability and its potential partners to meet the need
Choose a project that is based on the community’s need
District Rotary Foundation Seminar
Project Planning
Form a three-person grant committeeAssign rolesSet measurable and sustainable goalsCreate a budgetCreate an implementation planHave a contingency plan
District Rotary Foundation Seminar
Successful Grant ProjectsMeet real community needsHave frequent partner communicationHave implementation plan with
measurable goals and outcomesAre sustainable projects that continue after
grant funds have been expendedPractice proper stewardship of grant funds
District Rotary Foundation Seminar
Principles of SustainabilityProject impact after funding is expendedEconomic, cultural, social & resourceOptimal use of local resourcesRespect natural resourcesReach the most beneficiariesNew methods in professional fieldsPrepare professionals to increase impactUse input and skills of grassroots groups
District Rotary Foundation Seminar
Creating a Budget
RealisticCompetitive biddingReasonable pricesDisclose potential or real conflicts of
interest
District Rotary Foundation Seminar
What else should we consider when planning a project?
District Rotary Foundation Seminar
Your club should consider:• Topic• Communications plan
• Discussion Questions• What are the benefits of
creating this plan?• What are the
implementation steps?• Who will be responsible? • What will you do if
something goes wrong?
District Rotary Foundation Seminar
Your club should consider:• Topic• Communications plan• Financial
management plan
• Discussion Questions• What are the benefits of
creating this plan?• What are the
implementation steps?• Who will be responsible? • What will you do if
something goes wrong?
District Rotary Foundation Seminar
Your club should consider:• Topic• Communications plan• Financial
management plan• Record keeping plan
• Discussion Questions• What are the benefits of
creating this plan?• What are the
implementation steps?• Who will be responsible? • What will you do if
something goes wrong?
District Rotary Foundation SeminarDistrict Rotary Foundation Seminar
Funding
District Rotary Foundation SeminarDistrict Rotary Foundation Seminar
Getting my club ready to apply for a grant
• Plan a project• Club must become qualified
District Rotary Foundation SeminarDistrict Rotary Foundation Seminar
Club Qualification
District Rotary Foundation Seminar
• Process open to all clubs.• Ensures that clubs have the appropriate financial and
stewardship controls in place to manage grants funds.• Club agrees to implement MOU.• At least 2 club members must attend a Grant Management
Seminar (GMS).• Not delinquent with reporting, payment of dues.• Qualification good for one year• Club President and PE for 2013-14 must sign off.
District Rotary Foundation Seminar
Terms of Qualification• Entire club is responsible.• Disclose potential conflicts of interest• TRF Terms and Conditions• Cooperate with all audits• Proper use of grant funds• Grant Reporting• Potential Disqualification
District Rotary Foundation SeminarDistrict Rotary Foundation Seminar
Club Qualification Checklist
What MOU requirements does your club already implement?
What requirements does your club need to implement?
What type of club members would be good choices to help implement the club MOU?
District Rotary Foundation Seminar
Maintaining QualificationFollow the terms of the club MOUFully implement stewardship and grant
management practices to prevent misuse of funds
Appoint a club member/committee to manage club qualification
Comply with Grant Reporting requirements
District Rotary Foundation SeminarDistrict Rotary Foundation Seminar
Getting my club ready to apply for a grant
• Plan a project• Club must become qualified• Attend Grant Management Seminar
District Rotary Foundation SeminarDistrict Rotary Foundation Seminar
Grant Management Seminar
• Required before receiving a grant.• Two members from club must attend.
** Wednesday, April 3, 2013 in Lansing, 5:30 p.m. to 8:30 p.m.
** Saturday, May 4, 2013 in Oshtemo, 9 a.m. to 12 noon.
District Rotary Foundation Seminar
StewardshipStewardship is the responsible management and oversight of grant funds, including: Rotarian supervision of projectFollowing standard business practicesReporting of irregularities to TRFImplementing projects as approvedFinancial records reviewTimely submission of reports
District Rotary Foundation SeminarDistrict Rotary Foundation Seminar
Getting my club ready to apply for a grant
• Plan a project• Club must become qualified• Attend Grant Management Seminar• Agree to implement Club MOU
District Rotary Foundation SeminarDistrict Rotary Foundation Seminar
Club Memorandum of Understanding
• Required before receiving a grant.• Club President (2013-14) and PE (2013-14)
must sign.• Ensures that club has the appropriate financial
and stewardship controls in place to manage grant funds.
District Rotary Foundation SeminarDistrict Rotary Foundation Seminar
Getting my club ready to apply for a grant
• Plan a project• Club must become qualified• Attend Grant Management Seminar• Agree to implement Club MOU• Submit Grant application by May 31, 2013
District Rotary Foundation Seminar
How do I apply for a grant?
District Rotary Foundation SeminarDistrict Rotary Foundation Seminar
Applying for a District Grant: Timeline
• Two people from club attend GMS.• Sign and implement Club MOU.• Application deadline: May 31, 2013.• District Grant Committee will write Spending
Plan.• Preliminary notification will be given to club as to
whether its project is included in the Spending Plan.
District Rotary Foundation SeminarDistrict Rotary Foundation Seminar
Applying for a District Grant: Timeline
• Spending Plan submitted to TRF.• TRF approves (hopefully!) our spending plan.• Club receives final approval that its grant has
been approved.• Club proceeds with its project, completes it, and
submits final report.• Once final reports are approved, grant funds will
be disbursed.
Please rank the following possibilities for spending priorities for our District’s use of its District Designated Funds from The Rotary Foundation for the 2013-2014 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 14-16 in Kalamazoo.
District Rotary Foundation SeminarDistrict Rotary Foundation Seminar
• In 2010-11, contributions = $152,424
District Rotary Foundation SeminarDistrict Rotary Foundation Seminar
• In 2010-11, contributions = $152,424• $76,212 to World Fund and $76,212 to District
District Rotary Foundation SeminarDistrict Rotary Foundation Seminar
• In 2010-11, contributions = $152,424• $76,212 to World Fund and $76,212 to District• District-controlled funds split as follows:
District Rotary Foundation SeminarDistrict Rotary Foundation Seminar
• In 2010-11, contributions = $152,424• $76,212 to World Fund and $76,212 to District• District-controlled funds split as follows:
Global Fund: 50% = $38,106Can be used for:Global matching grantsWorld Peace ScholarsGlobal ScholarsVocational Training TeamsPolio
District Rotary Foundation SeminarDistrict Rotary Foundation Seminar
• In 2010-11, contributions = $152,424• $76,212 to World Fund and $76,212 to District• District-controlled funds split as follows:
Global Fund: 50% = $38,106 District Fund: 50% = $38,106Can be used for: Can be used for:Global Matching Grants Club projects (community and
international)World Peace Scholars Local contingency fundGlobal Scholars ScholarshipsVocational Training Teams Vocational Training TeamsPolio Polio
District Rotary Foundation Seminar
Earnings used for Earnings used for administrative costsadministrative costs
2013-1450% to World Fund50% to World FundMatching GrantsPackaged GrantsPeace FellowsPolio+
50% to District50% to District
Up to ½ to District Grants
At least½ to Global Grants
2010-11 2011-12
$$152,424
$38,106$38,106
$76,212 $76,212
Future Vision Grant Distribution ExampleANNUAL PROGRAMS GIVING -- SHARE
2012-13
District Rotary Foundation Seminar
Completing a District Grant application
District Rotary Foundation Seminar
Project Implementation
District Rotary Foundation Seminar
Successful Project Implementation
CommunicationFinancial managementRecord keepingFollowing original plan
District Rotary Foundation Seminar
Evaluation
Ongoing during project implementation and after completion
Based on goals set for the projectAssists with reporting requirementsUse findings to improve future projects
and identify successes you can promote
District Rotary Foundation SeminarDistrict Rotary Foundation Seminar
Grant Reports !
District Rotary Foundation Seminar
New grant model:The future is here!
Go forth and serve!
District Rotary Foundation SeminarDistrict Rotary Foundation Seminar
Any questions?
District Rotary Foundation Seminar
Thank You for all You do for Rotary!
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