THE ROTARY FOUNDATION

D5000 AssemblyMarch / April 2013

TRF is OUR Foundation

The Rotary Foundation

Rotarian Donors

LocalProjects

For Rotarians …. By Rotarians

GlobalProjects

Annual Program Fund

Permanent Fund

PolioPlus Fund

Two Types of Grants

District Grants• Formerly “District Simplified Grants”• Primarily for local projects

Global Grants• Formerly “Matching Grants”• Requires Rotarians (Clubs or Districts) in two different

countries– “Host Club” ……………… Club in the area of the project– “International Club” ……. Club not in direct area of the

project

Grant Basics

District Grants• Active involvement by

Rotarians• Benefit a community in need• Benefit a community as a

whole and not an individual

Global Grants• Active involvement by

Rotarians from both clubs• Both clubs responsible• Each side … committee of 3

Rotarians • Address a humanitarian

condition• Benefit a community as a

whole and not an individual

Cannot simply donate money to another organization

What Can and Can’t be Done

Allowed

• Micro-credit project• Short-term rent of buildings

• Construction of infrastructure

• Purchase equipment

• Short-term/contracted labor• Maternal & prenatal health &

education• Administrative expenses

directly related to a project

Not Allowed

• Establishment of a Foundation• Purchase of land/building or

house rent• Construction/renovation of

structure for individuals• Plumbing/electrification inside

buildings• Salaries for individuals of another

organization• Purchase of birth control devices• Admin expenses for another

organization

Finding Local Projects

• Community Needs Assessment• Partnering with local charities• Club members

TIP: Pick a date and assign a club member to find the project (e.g. follow the spirit of “Rotarians at Work” Day)

Recent Local Project Examples

• Backpacks for schoolchildren• Robotics Program support• Tutoring projects• Rescue Tubes• Holiday shopping programs

NOTE: 2013-2014 will allow substantially more funding than before and permit more meaningful projects. What are your plans?

Finding Global Projects• Find good partner clubs

– District Governor connections– International Convention– Previous projects

• Matchinggrants.org• Grant Resource Leaders (GRLs)

TIP 1: Don’t “push” a project onto a Host Club … honestly assess their motivation to oversee the effort

TIP 2: D5000 will match Club cash 2:1 in 2013-2014 … gives 5.5 x leverage!!

Recent Global Project Examples

• Purchase & install Dialysis machine (Bangkok)• Install water piping to houses in remote areas (Egypt)• Support vocational training center (Philippines)• Single mothers/children medical treatment (Romania)• Install respirator in hospital (Thailand)

NOTE: 2013-2014 requires projects to be > $30,000 so partnering with other clubs practically mandatory

Conducting a Grant

• Determine a need … local or international• Determine project leaders• Develop a budget and timeline for execution

– District Grants … applications due by May before Year– Global Grants … applications due by March 31 of Year

• Apply for funds– District Grant … 2-page form– Global Grant … on-line application

• Once funded … execute project– Must be a good steward of funds!!

• Submit Completion Report

New District Grant Requirements

• Must use separate bank account for funds– Single bank account for multiple grants OK– Cannot co-mingle funds

• Requires Financial Management plan to be in place– Succession plan for accounts

New Global Grant Requirements

• Global Grants must meet one of six Areas of Focus– Peace & Conflict Resolution - Disease Prevention &

Treatment– Water & Sanitation - Maternal & Child Health– Basic Education & Literacy - Economic & Community

Development

• Include active participation of benefiting community• Results must be measurable• Results must be sustainable

Basic Grants Timeline

• Not a big change ….

Funding Your Projects

Project

Cash from Club

Cash from Other Donors & Organizations

District Designated Funds (DDF)

Matching Funds from TRF

(Global Grants only)

Beneficiaries

What is DDF?

D5000 Rotarian gives $1,000

to TRF(does not mark

“SHARE”)

World Fund

$1,000

Rotary Projects

What is DDF?

D5000 Rotarian gives $1,000

to TRF(marks “SHARE”)

World Fund

DDF(D5000 controls)

$500

$500

D5000-directedRotary Projects

Rotary Projects

How Does My Club Get DDF?

• D5000 receives ~$180,000 of DDF annually• Method of allocating to Clubs spelled out in “Policies

& Procedures” Manual• FIRST … District-level Projects and Target

Areas• SECOND … Remainder to Humanitarian Grants

Approximate Amount– Global Scholarships $15,000– Vocational Training Team $15,000– Contributions to PolioPlus/RCIS $20,000– Humanitarian Grants (Club-directed) $130,000

$180,000

How Does My Club Get DDF?

• 20% of DDF allocated to Clubs as “No-Match” Funds– Does not require club to contribute cash– Can be used toward Global OR District Grants (Big

Change!!)– Amount based on average of last three years of giving

• Remainder of DDF is “Matched” Funds– D5000 will match Club cash pledges 2:1 – Can be used toward Global OR District Grants

Approximate Amount

DDF for Humanitarian Grants $130,000“No-Match” Funds …………………………...$36,000

“Matched” Funds …………………………….$94,000

D5000 DDF Summary$180,000

$15,000

Global Scholarship

$15,000

Vocational Training Team

$20,000

PolioPlusRCIS

$130,000

Humanitarian Grants

$36,000“No-Match”

$94,000“Matched Funds”

$ _______District Grants

$ _______Global Grants

(Max = $90,000)

TRF World Fund

Example – District Grant

• Club has $500 in “No-Match” DDF– Can conduct $500 District Grant project without adding cash

• But … if club pledges additional $500 …

“No-Match” DDF$500

Club Cash $500

“Matched” DDF (2:1) $1,000

Total $2,000

Example – Global Grant

• Club has $500 in “No-Match” DDF– Can contribute $500 to Global Grant project without cash– TRF will match 1:1 … total funds to project = $1,000

• But … if club pledges additional $500 …

“No-Match” DDF$500

Club Cash $500

“Matched” DDF (2:1) $1,000

“TRF Match (0.5:1 Cash / 1:1 DDF) $1,750

Total $3,750

Decisions, Decisions

• Previous system dictated split between Local and International projects– TRF limited total local projects to 20% of DDF– New limit is 50% of total DDF … tough to get there

• Global Grants receive TRF match– With 2:1 DDF match, minimum of 5.5:1 leverage!!– But … Projects must be larger (minimum of ~$30,000)

• Clubs must now choose how to split limited resources

So What’s Up with the Qualification?

• Previously … TRF controlled all projects– Reviewed all completion reports … including DSG– System began overwhelming limited TRF staff

• Now … Districts and Clubs control larger portion– District Grant completions now District responsibility– Clubs must qualify to appropriately handle larger amounts of

funds

Other Resources

• Rotary.org– Member Access … “Rotary Foundation Grants (2013-2014)”– “Members” … “Running a District” … “Future Vision Pilot”

• Grant Management Manual (TRF)• Future Vision Quick Reference Guide• D5000 Policies & Procedures Manual

Questions??