district grants management seminar page 1 district grants management seminar vision for the future...
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District Grants Management Seminar Page 1
District Grants Management Seminar
Vision for the Future Transform Lives
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Agenda• Overview of Future Vision Plan• Management of a Foundation Grant• Stewardship & sustainability requirements• Club Qualification• Signing the club MOU• Grant Projects• Getting Started
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Dreaming Big
We can’t accomplish everything
that we dream,
but we only can accomplish things that we dare to dream.
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Secret of Our Success is:
We Are Changing Lives
Old Way of Doing
Matching Grants
is Done
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Five Concepts of Rotary Grants
• Compassion• Passion• Story• Friendships• Team
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Encourage & Lift Up Our Clubs
• Strengthen, encourage, and lift up• Don’t keep our success a secret• Paperwork has changed• Grants team will Help you achieve goal• Grants applications are online• Still keep copy in Word and Excel, too.
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First Steps Are Easy
• Write one-paragraph summary• Write one-page summary• Find a picture that “tells the story”• Send email to district grants team• Ask for help and advice at idea stage• Talk to us on district grants team about
your ideas and dreams
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Introductions and Dreams
• Why are you here?• What do you want to learn?• What are your dreams?• Is the project at home or overseas?• Stop me and ask a lot of questions…• Want our time to be interactive…
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Time to Lead is Now
• You can lead• Inspire people• Give to the Annual Fund• Partner with other districts and clubs• Mentor and encourage• Other districts are looking for us for
leadership
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D7570 Leading the World
• One of Best in the entire World of Rotary• We Can Get it Done!• Recognized for Leadership• You are Leading Best Clubs• We are Trusted, Respected and Known• We Have Best Talent and Results• Right Here, Right Now in VA & TN
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Six Grant Areas of Focus
Water Disease and Maternal & Prevention Sanitation Child Health & Treatment
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Goodwill Basic Educationand Peace and Literacy
Economic & Community
Development
Six Grant Areas of Focus
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Key Partners on a Global GrantKey Partners on a Global Grant Host Club – In Country Club International Lead Club – Our Club Funding Clubs in our area or district Rotary Foundation Country Coordinator Partnering Rotarians around US or world Governmental Organizations Charitable Organizations Churches and other Faith Based Groups
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Why Bother With a Host Club?Why Bother With a Host Club? It is their hometown and home country. Know the needs of their community like we
do in America It is a requirement of Rotary Foundation It makes sense Takes time to build friendships and
goodwill with host Rotarians Be willing to find win-win project.
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We Know Story…
Ensuring Achievable,Sustainable, andMeasurable ResultsBe Good Stewards
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Key Jobs on Global Grant TeamKey Jobs on Global Grant Team Project Lead Grant Writer Guru Champion Liaison(s) to Host Club & Foundation Reporter It is possible to do it all, but easier to
share work.
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Rotary Foundation is Growing
• $813.7 Million in Total Assets• $110.1 Million Given to Annual Fund• $77.9 Million for all Grants• $102.8 Million for End Polio Program• $185.7 Million in Program Awards
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D7570 Annual Fund GivingGiving Six-Year Average $433,508 to Annual Fund
$113.18 per capita in giving versus $111 for US
'06-'07 '07-'08 '08-'09 '09-'10 '10-'11 '11-'12$380,000
$390,000
$400,000
$410,000
$420,000
$430,000
$440,000
$450,000
$460,000
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FundingThe Rotary Foundation invests our Annual Fund Contributions for three years before the funds are used for grants.
2010-2011 Annual Fund Gifts
are returned in 2013-2014 for our District
Designated Funds.
$446,480 50% SHARE 50%
District Designated Funds TRF World Fund $223,240 $223,240
D7570 2013-14 DDF Funds
Annual Fund Gifts in 2010-2011
$446,480 50% SHARE 50%
District Designated Funds TRF World Fund $223,240 $223,240
34% 19% 5% 42% (min.)
$80,142 $44,648 $13,000 $100,000District Polio GSE Global Match from TRF Grants Plus Team Grants
Matches 100% of District $ 50% of Club $
D7570 2013-14 DDF Funds
Annual Fund Gifts in 2010-2011
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1. End Polio Now
2. Humanitarian District Grants Global Grants Packaged Grants
3. Educational Scholarships Peace Fellowships Vocational Training Teams
Three Types of Grants
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Global Grant Funding
1. Contributions from Various Clubs $10,000
2. District Match ($1:$1) max. $20,000$10,000
3. Rotary Foundation Match Match of Club Funds ($.50:$1) $
5,000 Match of District Funds ($1:$1)
$10,000
US $
Total Funding $ 35,000
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• Bigger Budgets
Minimum match by foundation $15,000
Minimum project budget is $30,000
• Align with one of the six areas of focus
• Longer-term Impact of grant
• Grant managed by Rotary Foundation
Global Grants are New!
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Global Grants are BIG!
• Fund Large-scale International Projects• Respond to need identified locally • Designed so the community can help itself
after the Rotary work is done• Apply online at Rotary website• Active Rotary Involvement• Support Graduate-Level International
Study
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Global Grants at Member Access at www.rotary.org
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Global Grants at Member Access at www.rotary.org
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District Grants will fund: Local or International Projects Humanitarian, Educational & Travel Disaster Recovery & Other
• Grant Match may average $3,000• Grants Managed by Our District• Maximum District match is $7,500
District Grants are Changed!
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District Grants are Flexible!
• Simple, flexible, innovative• Educational & humanitarian projects• Align with Rotary Foundation mission• Smaller budgets & local decisions• Local decision making, less red tape• No Match from Rotary Foundation
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Area Clubs Team on Grants
• We Had Three Area Global Grants for South Africa, Bangladesh & South Sudan
• Adding an area “Collaborative Grant” for District Grants in 2013-2014– Team of Four (4) Clubs– Award of $7,500 for “Area” Project– Local Project Preferred
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District Grants Next Year
• Application is Online at rotary7570.org• Rough Draft by President Elect Training• Deadline is April 15th
• Want Every Area Represented with Grants this Year
• Short and Easy Application Form
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Online District Grants www.rotary7570.org/district/grants
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Examples of Grant ActivityDistrict Grants Global Grants
International travel for local doctor to volunteer.
Scholarship for student to attend local university.
Donation of art supplies to assist local youth.
Mixed profession vocational training teams
Dictionary project in Jamaica and Virginia
Other Examples ?
International safe drinking water, sanitation, and hygiene education
Sponsorship of student to Study Abroad.
International malaria projectSingle vocation Rotary
Vocational Training Team sent abroad
Other Examples ?
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Does it have a sign?
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What Can We do with Rotarians?
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Do You See a District Grant?
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• Predesigned Large Projects• Educational & Humanitarian Projects• Comprehensive in Scope• Sustainable Programs• Funded by Strategic Partner & Rotary• Implemented by Rotarians• Initial Partners include Mercy Ships,
Oikocredit, UNESCO – Institute for Water Education and Aga Khan University
Packaged Grants are New!
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Great Add-on for Global Grant
• Packaged Grants ideal for small clubs who want to contribute their time and some money
• Good way to expand a global grant with economic stimulation with micro-credit loans by experienced partner
• We’ll need to study potential uses over next year.
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New!Club Qualification
• Attend grant training• Sign MOU• Be good steward• Show results• Be current on all reports• Only needed on Global Grants
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Terms of Qualification
• Club Must Qualify Annually • Entire club is responsible• Disclose potential conflicts of interest• Follow Foundation Terms and Conditions• Cooperate with all audits• Grant Reporting• Attend this training annually
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Rules are Changing• Grant game has changed • Check out new terms
guiding Global Grants• More flexible on projects• Key factor: areas of focus• A “reasonable test” is
applied to many ideas
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Creating a Project
Requires compassion, passion, telling a story, friendships and a team
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Needs Assessment
Talk to Everyone. Get ideas and buy-in across community leaders
Trust local knowledge & ways of workingChoose a project that is based on the
community’s need over the long-termAssess your club’s resources and
availability and its potential partners to meet the need
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Project PlanningForm a six-person grant teamAssign roles Determine primary contactsSet measurable and sustainable goalsCreate a budgetCreate an implementation planHave a contingency plan Identify cooperating organization to help
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Setting Specific Goals
• Measurable• Sustainable• Qualitative (descriptive)• Quantitative (numeric)• Gather baseline data• Decide how to measure
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Successful Grant ProjectsUse implementation planLasts long after money is goneEvaluate results of grants Tell story of good and badTalk all the time to Rotary
partners via cell phone, email, texting, calling cards, & Skype
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Principles of Sustainability
Project 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
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Plans Needed for Grant
Topic• Communications plan• Financial
management plan• Record keeping plan• Needs Assessment
Plan• Measurable Results
Questions• What are the benefits of
creating these plans?• What are the
implementation steps?• Who will be responsible? • What will you do if
something goes wrong?
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Food for your
thoughts
Questions?
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Creating a Budget
• Realistic & Usable• Competitive bidding• Reasonable prices• Disclose conflicts of interest• Need More Clubs to Fund Project Now
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Partners
Supported by strong partnershipsSearch for Rotarians who have identified a
need in their local communitiesTeam of Host & International Rotarians
Host Rotarians should be invested
Good communication between the host and international partners is key
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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
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Grant Management• Ensures that projects has proper financial
control• Adhere to superior technical standards• Meet the needs of the
beneficiaries• Fulfill their objectives • Safeguard funds
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Financing Guidelines
Club generated contributions must come from or be raised by Rotarians
Funds cannot be raised from beneficiaries in exchange for receiving the grant
Funds cannot come from other grantsContributions should be credited to donor
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Applying for a Global Grant
Bring patience, understanding, and
cup of coffee
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Global Grant First Steps
Create Account at www.rotary.org
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Applying for Global Grants• First Step is to submit grant proposal
through Rotary member access• Next step is to submit grant application
through Rotary member access• Must meet goals of area(s) of focus • Must be sustainable• Must involve two or more Rotary Clubs • District must confirm club is qualified
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Project Implementation
“You can do it, now!”
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Do Good Job & Evaluate It
• Talk with partners• Manage finances• Follow the plan• Achieve “our” goals• Ask for receipts and keep record• Evaluate during project and improve• Celebrate and promote successes
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Financial Management Plan
• Dedicated Bank account for funds• Distribute funds Carefully• Use checks/bank cards to track funds• Detailed ledger• Follow local laws
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Grant Reports !?!
• Grant is not done until reports are accepted by the Foundation.
• Reports are due 12 months after payment
• Final report due within 2 months of end of project
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Global Grant Reports Content• How both Rotary Clubs were involved• Type of activity: humanitarian project,
scholar, vocational training team• Evaluation of project goals and how funds
met the goals of the area(s) of focus• How funds were spent• Number of beneficiaries and how they
benefited
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Resources• District Foundation Committee• District Grants Team• www.rotary.org - Future Vision Pages• Future Vision Plan Newsletter• District Governor• Rotary Foundation Staff• Regional Rotary Foundation Coordinator• Ask a Neighboring Club or District
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HandoutsLook on our district web site for links to handouts.1. Club Memorandum of Understanding2. Global Grants Guidelines3. District Grants Guidelines4. District Foundation Committee5. Future Vision Grants Terms & Conditions6. Application for District Grant7. Future Vision Grant Management Manual8. Today’s PowerPoint on district web site.Thank You for All You do for Rotary and the World!