District 7020 Foundation Seminar Managing Scholarships and Grants

District 7020 Foundation Seminar

Managing Scholarships and Grants

Introductions

Scholarships Programmes of The Rotary Foundation

• 2012-13

– Ambassadorial Scholarship

– Rotary Peace Fellowships

• 2013 Onwards

– Scholarships (through Global Grants)

– Rotary Peace Fellowships

Ambassadorial Scholarships• Scholarships to students who:

– Study abroad– Ambassadors of good will– Improve international understanding

• Single year, $27,000 grant• Applications from District due Oct. 1• At least two years college• Language proficiency in host country• Not available to Rotarians

Rotary Peace Fellowships

• Two types:– Individuals pursuing Masters degree in

International Relations, Peace, Conflict Resolution, etc.

– Individuals pursuing professional development certificate in peace and conflict resolution

• Applications due July 1

• 50 Masters and 50 prof. dev. cert. per year

• Rotarians not eligible

Other Rotary Scholarship Program(Not The Rotary Foundation)

The Georgia Rotary Student Programwww.grsp.org

One Year at a Georgia University

For Students who have not previously studied in the United States

The Rotary FoundationHumanitarian Grants

• 2012-13

– Matching Grants

– District Simplified Grants

• 2013 Onwards

– Global Grants (includes scholarships)

– District Block Grants

Matching Grants

• Partnering between:

– Club(s) where project is done (host club)

– Host club District

– International Club(s) providing support

– Intl. Club(s) District(s)

– The Rotary Foundation

• More detail later

District Simplified Grant (DSG)

• Controlled within District

• Small, usually $1K - $5K

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

Matching Grants

How to leverage your money!!

Basics of an MG• Fund humanitarian projects• Club(s) where project located: Host• Club(s) giving additional funds:

International (must be a different “country”)

• Both Districts participate, as does TRF• Apply by March 31• TRF contribution: $5K (min) and $200K

Basics (cont.)

• Projects must be new, not in progress

• Only certain types of projects qualify

• Host club(s) must contribute min. of $100

• Hosts can only have 5 open at a time

• Strict reporting requirements

Financial Model

• Each host and intl. Club must contribute

• Each District may participate

• Dist. Contributions do not have to be same as Club contribution

• TRF matches Club amt. $.50 on the dollar

• TRF matches Dist. Amt. dollar for dollar

Finance ExampleEntity Contribution TRF Match Total

Host Club $2,000 $1,000

Intl. Club $2,000 $1,000

Host District $2,000 $2,000

Intl. District $2,000 $2,000

Total: $8,000 $6,000

Grand Total $14,000

The MG application

Using Guide to Matching Grant, we will step through the sections.

Project Description

• Who, what, where, when and how

• Continuity of project after the grant

• Detailed description of Rotarian activities

Host & International Partners

• Club or district project

• Provide all contact information

• Contacts must be in good standing with RI

• All contacts must be in sponsoring club

Project Budget

• Itemize expenditures

• Supplier names must be provided

• Invoices not required, but may be requested

• Indicate exchange rate

Project Financing

• Financing must equal budget

• Calculate in US$

• Indicate cash or DDF

• DRFC chair and DG must authorize use of DDF

Project Planning

• All questions must be answered

• Equipment cannot be owned by Rotarians or Rotary clubs

• Customs clearance must be arranged

Competitive Grants

• Grant requests from US$25,001-$200,000

– Community Needs Assessment

Authorizations

• Authorizations signed by current year officers

• Club-sponsored vs. district-sponsored

• All signatures must be submitted with the application (otherwise application will not be processed)

Cooperating Organizations

• Cooperating Organization vs. beneficiary

• Letter of participation from Cooperating Org

• Letter of endorsement from host partner

Final Report

• Both sponsors are responsible for reports

– Should include input from both sponsors

• Club / district handling grant funds should take the lead in reporting

DGSC Review

• District grants subcommittee must confirm that the application is complete

• Host or international partner

• Does not guarantee Trustee approval

Completion Checklist

• Helpful to ensure that the application is accurate and complete

Finding Partners

• IMPORTANT: Develop a relationship!

• Visits to other Clubs

• Visitors to your Club

• Friends & Relatives in other Clubs

• Dist. Conf. and RI Convention

• Caribbean Partnership

The Rotary FoundationThe Rotary Foundation

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