july 2011district 1130 rotary foundation seminar district 1130 rotary foundation grant management...

July 2011 District 1130 Rotary Foundation Seminar

District 1130Rotary Foundation

Grant Management Seminar

21st July 2011


Welcome

What do you want to hear?

What do we have to tell you?


What do you want to hear?


What do we have to tell you?

• Background • The Rotary Foundation Funding model • Stewardship (good practice)• Global Grants• District Grants


Rotary Foundation Motto & Mission

Doing Good in the World

To enable Rotarians to advance world understanding, goodwill, and peace through

the improvement of health, the support of education, and the alleviation

of poverty


Our Rotary Foundation Is Unique

• The Rotary Foundation is your Foundation

• Addresses the greatest needs

• World reach greater than the United Nations

• We can go where politicians and religious groups cannot


Foundation Funding


Foundation Funding

Contributions

SHARE System

Contributions

Earnings


The SHARE System

• Divides Annual Programs Fund into – District Designated Fund (DDF)– World Fund

• Transforms contributions into grants and more

• Allows clubs to determine how district contributions are spent


Annual Programs Fund Contributions

At the end of Rotary year, Annual Programs Fund contributions split evenly:

• 50% to the World Fund

• 50% credited to the district’s DDF


Two Funds

• District Designated Fund– District controlled – Used by Rotarians

in the district– Spent on

Foundation grants and programs

• World Fund– Trustees control– Used by Rotarians

worldwide– Spent on

Foundation grants and programs


SHARE System

$100,000 Annual

Programs Fund

2008-09 2009-10 2010-11 2011-12

Funds raised and invested

Funds usedFunds invested

Funds invested

$50,000 DDF &

$50,000 World Fund


US$100,000District Designated Fund

$25,000 or less to the

district grant

Any amount to club and/or

district developed

global grants

50% Maximum

Remaining Balance

Carry forward & transfers

For Pilot Districts in 2011-12


SHARE System

Unused DDF rolls forward to the next year;

districts notified in August

2012-132008-09 2009-10 2010-11 2011-12

Unused DDF is calculated; districts notified in May

Funds Raised

Funds Spent


• District governor• District governor-elect• District Rotary Foundation committee chair• District Rotary Foundation subcommittee chairs

Decisions• Allocate maximum 50% DDF to District Grants• Use DDF to support Club initiated Global Grants

Who is involved in planning?


Any Questions?


Rotary Foundation Global Grants


Global Grants

• Long-term projects

• Sustainable

• Support the areas of focus

• Larger grant awards

• World Fund match

• Host and international sponsors


Host and International sponsors

• Host sponsor– based in country of activity

• International sponsor– Based outside country of activity

• NB– Global Scholarship

• Host Sponsor support in country of study• International Sponsor provide funding


Areas of Focus

• Peace and conflict prevention/resolution

• Disease prevention and treatment

• Water and sanitation

• Maternal and child health

• Basic education and literacy

• Economic and community development


Larger Grant Awards

• Minimum Global Grant $15,000

• DDF attracts 100% grant

• Club contribution attracts 50%

• District 1130 will match up to 100% of Club contribution• Effectively minimum value for Club project is $35,000


Sustainable

• Project impact continues after funding is used

• Multiple levels of sustainability

• Use of local resources

• Respect natural resources


Sustainable

• Reach the most beneficiaries

• Introduce new methods in professional fields

• Prepare professionals to increase impact

• Use input and skills of grassroots groups


Measurable Outcomes

• Put a plan in place before implementation

• Establish baseline data

• Determine quantitative and qualitative measures


Member Access


Application Process

1. Club qualifies (note for Global Scholarship hosting)

2. Club submits club-developed global grant proposal online

3. TRF reviews proposal for initial approval

4. Club submits global grant application

5. District approves online

6. TRF reviews for final approval


Global Grant Reporting

• Progress report submitted 12 months after funds received

• Every 12 months until project is complete

• Final report submitted within 2 months of project completion


Packaged Grants

• Collaborations with non-Rotary strategic partners and Rotary-affiliated entities

• Support the areas of focus

• Can be scholarships, humanitarian projects, or vocational training


District Guidelines

• Talk to District Grant chairman– Check compliance with “focus”– Check project value– Check status of “partner district” – Consider availability of DDF


Questions?

[email protected]<<global grants coordinator contact information at the Foundation.>>


Rotary Foundation District Grants


District Grants

• Single “block” grant awarded annually– District must submit “spending plan

• Local or international activities

• Activities align with TRF mission

• Local decision making with broader guidelines

• Smaller activities and projects


District Grants

• Include active Rotarian participation

• Adhere to stewardship guidelines

• Demonstrate cultural sensitivity


Rotary Foundation Mission

To enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education,

and the alleviation of poverty


Planning Grant Applications

Whether you are considering a Global Grant application or District Grant application,

• forward planning is essential • timeline

The Future Vision procedures are

• proactive not reactive.


Timeline


District Grants Applications

2011-12• 8 x £2,000 = £16,000 ($24,000)

– Each “Area” to submit application(s) by end of September

• 1 x joint project with several (most) clubs» or

• Several individual smaller proposals

– District creates shortlist to form “Spending Plan”– District applies for Block Grant end of October– Monies available by Christmas


Questions?

[email protected]

<<district grants coordinator contact information at the Foundation>>


Stewardship


Stewardship

Stewardship is the responsible management and oversight of grant funds, which ensures that funds are used properly and benefit populations in need.


Stewardship Practices

• Have Rotarians supervise project

• Implement projects as approved

• Follow standard business practice

• Report irregularities

• Submit reports

• Retain documents


Stewardship Activities

• Report tracking

• Routine monitoring

• Random and targeted audits

• Cadre and specialized auditors

• Investigating allegations

• Stewardship seminars


Qualification

• Qualification provides clubs with financial and stewardship controls for meeting Foundation requirements and managing grant-funded activities.

• Under the new grant model, clubs will need to qualify before applying for global grants.


Qualification Requirements

• Attend the district grant management seminar

• Read, sign, and submit club MOU to the district


Club Memorandum of Understanding

• The club MOU is a binding agreement between the club and its district, outlining Foundation requirements.

• By signing the MOU, the club agrees to comply with the requirements.


Questions?

[email protected]


Supporting The Rotary Foundation

Annual Programs Fund

For Support Today

Permanent Fund

To Secure Tomorrow

PolioPlus Fund

End Polio Now


100% Member Participation

US$100 per capita




• Supports grants and programs through the SHARE system

• Contributions credited to donor’s club and applied to club’s per capita goal


Contributes at least US$100 every year to the Annual Programs Fund

Rotary FoundationSustaining Member

2009-2010


Rotarian who contributes US$1,000 or in whose name $1,000 is contributed

Paul Harris Fellow


Contributes US$1,000 each year to the Annual Programs Fund-SHARE, PolioPlus, or approved grants

Paul Harris Society Member


Benefactor

• A provision in estate plan to gift a minimum of US$1,000 to The Rotary Foundation

• An outright gift of $1,000 to Permanent Fund


Bequest Society

• A provision in an estate plan totaling US$10,000 or more to the Foundation

• Examples: living will, life insurance policy


Any Questions?


Create a Club action plan

Before we conclude can we share some

ideas as to what Clubs can plan to achieve

• 2011/12• 2012/13


Create a Club action plan

Before we conclude can we share some

ideas as to what Clubs can plan to achieve

• Contributions to TRF

• Global Grant

• District Grant


Thank you for your support!

july 2011district 1130 rotary foundation seminar district 1130 rotary foundation grant management...

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