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OUR FOUNDATION GRANTS Slide 1 Rotary Foundation District Grants Rotary Foundation Global Grants PACKAGED GRANTS

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Page 1: OUR FOUNDATION GRANTS Slide 1 Rotary Foundation District Grants Rotary Foundation Global Grants PACKAGED GRANTS

OUR FOUNDATION GRANTS

Slide 1

Rotary FoundationDistrict Grants

Rotary FoundationGlobal Grants

PACKAGED GRANTS

Page 2: OUR FOUNDATION GRANTS Slide 1 Rotary Foundation District Grants Rotary Foundation Global 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

Wvuillemot-0212

Restricted FundPolioPlus, Donor Advised Fund,

MemorialsDiaster Recovery

BeneficiariesRotarians, Clubs, Districts, International partners,

Scholars, Communities, Children

Saves and Changes Lives

Page 3: OUR FOUNDATION GRANTS Slide 1 Rotary Foundation District Grants Rotary Foundation Global Grants PACKAGED GRANTS
Page 4: OUR FOUNDATION GRANTS Slide 1 Rotary Foundation District Grants Rotary Foundation Global Grants PACKAGED GRANTS

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

Page 5: OUR FOUNDATION GRANTS Slide 1 Rotary Foundation District Grants Rotary Foundation Global Grants PACKAGED GRANTS

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

Page 6: OUR FOUNDATION GRANTS Slide 1 Rotary Foundation District Grants Rotary Foundation Global Grants PACKAGED GRANTS

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

Page 7: OUR FOUNDATION GRANTS Slide 1 Rotary Foundation District Grants Rotary Foundation Global Grants PACKAGED GRANTS

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

Page 8: OUR FOUNDATION GRANTS Slide 1 Rotary Foundation District Grants Rotary Foundation Global Grants PACKAGED GRANTS

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

Page 9: OUR FOUNDATION GRANTS Slide 1 Rotary Foundation District Grants Rotary Foundation Global Grants PACKAGED GRANTS

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

Page 10: OUR FOUNDATION GRANTS Slide 1 Rotary Foundation District Grants Rotary Foundation Global Grants PACKAGED GRANTS

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

Page 11: OUR FOUNDATION GRANTS Slide 1 Rotary Foundation District Grants Rotary Foundation Global Grants PACKAGED GRANTS

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

Page 12: OUR FOUNDATION GRANTS Slide 1 Rotary Foundation District Grants Rotary Foundation Global Grants PACKAGED GRANTS

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

Page 13: OUR FOUNDATION GRANTS Slide 1 Rotary Foundation District Grants Rotary Foundation Global Grants PACKAGED GRANTS

• World understanding

• Goodwill

• Peace

Our Mission

Page 14: OUR FOUNDATION GRANTS Slide 1 Rotary Foundation District Grants Rotary Foundation Global Grants PACKAGED GRANTS

CLUB QUALIFICATIONS

• ATTEND GRANT MANAGEMENT SEMINAR

• READ AND AGREE TO A CLUB MEMORANDUM OF UNDERSTANDING

• AGREE TO DISTRICT QUALIFICATION TERMS

Page 15: OUR FOUNDATION GRANTS Slide 1 Rotary Foundation District Grants Rotary Foundation Global Grants PACKAGED GRANTS

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

Page 16: OUR FOUNDATION GRANTS Slide 1 Rotary Foundation District Grants Rotary Foundation Global Grants PACKAGED GRANTS

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

Page 17: OUR FOUNDATION GRANTS Slide 1 Rotary Foundation District Grants Rotary Foundation Global Grants PACKAGED GRANTS

SUSTAINABLE PROJECTS

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

Page 18: OUR FOUNDATION GRANTS Slide 1 Rotary Foundation District Grants Rotary Foundation Global Grants PACKAGED GRANTS

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.

A+ AMERICAN INSTITUTE OF PHILANTHROPY4-STAR FROM CHARITY NAVIGATOR BETTER BUSINESS BUREAU