“We see a world where people unite

to take action to create lasting

change in our communities, across

the globe, and in ourselves”

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Rotary Foundation: Grants

Carolyn SchraderARRFC, Region 34

schrader407@gmail.com

Qualification

District Designated Funds

District Grants

Global Grants

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District and

Club Qualification

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District Qualification

Annual District Qualification

Memorandum of Understanding

Executed on line by DG, DGE and

DRFC

Financial management of Rotary

Funds

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District Qualification

Annual Financial Assessment

Reporting

Document Retention

Managing Club Qualification

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Club Qualification

Club MOU executed by President and PE

Latest Club IRS filings confirmation

Qualification Training

In good standing with RI and the District

• Dues paid

• No outstanding late Rotary Grant reports

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Club Qualification Terms

Renewed annually

Club spends funds as approved

Timely reporting

Document retention: includes all Grants

Disclose potential conflicts of interest

Cooperation with all audits

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District Designated Funds

(DDF)

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The Rotary Foundation

All Rotary Grants depend on contributions

made to the Annual Fund of the Rotary

Foundation (TRF)

Our support of TRF’s Annual fund is critical

Spending DDF is a Rotary Foundation Goal

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$100 to Annual Fund

$50 to World Fund (Global)

$5 for admin costs

$45 stays in World Fund

$50 to DDF

$50 Available to District

after 3 years

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Foundation Funding Model

Cash to Annual Fund

This is where DDF becomes confusing

Of the funds available to the District

after 3 years:

50% of current year amount* is available

for District Grants for the year*limit increased for 2 years

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DDF

Request from RI DDF based on spending

plan

DDF paid directly to District

District distributes funds to Clubs for

approved grants

Unspent District Grant DDF returned*

*not forfeited

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DDF for District Grants

Held in TRF Ledger Account

Available for

• Global Grants

• Donations to PolioPlus

• Donations to Rotary Peace Centers

• Donations to Global Grant Pooled Funds

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Remaining DDF

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District Grants

Service in your own community

District Grants

Rotary trusts the District to make effective use of their DDF

District is in control of the process

Determines permissible projects

Decides DDF allocation and limits

Sets timeframes and application requirements

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District Grants

Generally short -term projects

Alignment with Rotary’s mission

Must meet Rotary’s terms and conditions

Complete reporting required

Funds cannot be spent before grant is approved

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Conflict of Interest

Exists when a Rotarian benefits

financially or personally from a grant

Benefit can be direct (the Rotarian

benefits) or indirect (an associate of the

Rotarian benefits)

Both real and potential conflicts disclosed

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Bringing our talents together

and

Making a difference that lasts

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Global Grants

Global Grants

International projects

Partnership of 2 Qualified Clubs

Host Club in the project country

International Club from outside the country

Meets an Area of Focus requirement

Is sustainable and measurable

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Global Grants

§ International projects

§ Partnership of 2 Qualified Clubs

§ Host Club in the project country

§ International Club from outside the country

§ Meets an Area of Focus requirement

§ Is sustainable and measurable

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Areas of Focus

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Peace and Conflict Prevention/Resolution

Disease Prevention and Treatment

Water and Sanitation

Maternal and Child Health

Basic Education and Literacy

Economic and Community Development

Global Grants

Project must meet Area of Focus

requirements

RI Guidance

• Global Grant Template

• Terms and Conditions

• Areas of Focus Policy Statements

• Guidelines for Grant Funding

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Global Grant Guidelines

For each Area of Focus:

• Community assessment

• Required training

• Monitoring

• Governance

• Detailed Project Type requirements

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Community Needs Assessment

Required

Host Club should conduct assessment

International Rotarians can participate

May work with Cooperating Organization

Rotary provides guidelines for

assessments

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Community Needs Assessment

Required

Community identifies greatest needs

Collaborate to choose a doable project

Evaluate community resources and

integrate them in the project

Attach assessment results to application

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Global Grant Financing

District current match: 100% to $15,000

DDF matched 100% from TRF

Cash matched 50% from TRF

Including Non-Rotarian donations

Rotary welcomes other funding sources

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Participants The community and its involvement

Host Club in project country actively

involved

• Oversee project and likely manage funds

International Club: primary fundraiser

Cooperating Organization

Vendors26

Project Development

Define location and project dates

Community involvement

Partner selection critical

Clear understanding of roles

MOU with Host Club and other parties

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Project Development

Step by step implementation plan

Disclosed potential conflicts of interest

Training to be provided

Well researched budget

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Creating a Budget

Work with host Rotary Club to get bids

Competitive bidding

Balance cost and quality

Will need pro formas for large expenditures

Budget must meet funding

Record serial numbers for large items

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Rotary Budget Limits

10% contingency

10% for project manager

10% for measurement

$1,000 for project signage

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Measuring Success

Define specific targets related to Area of

Focus

Determine measurement and timeframe

Identify who will collect information

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Sustainability

Community buy-in is essential:

Listen to their needs

Confirm the project fits their culture

Integrate them into the implementation

Make optimal use of local resources

Increase capacity in assets or knowledge

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Setting Up Grant Account

RI prefers Grant Account in project country

Need strong argument for keeping funds in

the US

International Club can still be involved in

overseeing payments

Account must be separate and under Club

control

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Global Grant Application

RI application Online—rolling deadline

DG and DRFC authorize DDF and DRFC

confirms Club is qualified: grant is submitted

RI Advisor identifies required changes or

additional information

Applications go through double review at RI

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Global Grant Application

Once Grant is approved:

RI notifies sponsors when grant is approved

DDF is accessed upon approval

Grant sponsors advise supporting clubs that

cash contributions should be paid

RI will pay grant when all cash is collected

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Pay TRF or Grant Account?

Cash payments made to TRF:

• 5% administrative charge

• Donor gets Paul Harris points; takes more time

Cash payments direct to Grant Account:

• No processing fee

• No Paul Harris points

• Likely wire fees/ currency charges

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More to Come

Finances

Recordkeeping

Reporting

Other resources

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Grants Publicity Tell your story

Thank you

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