Presidents, Projects, and TRFThe Rotary FoundationPETS – Rotary District 6360March 14, 2014

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Goals of this session

What we’ll cover:

Brief review of TRF 101 from PETS I

Finding and funding a project for your club

Tools needed to apply for a grant from TRF

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What is The Rotary Foundation?

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The Rotary Foundation is …

… the charitable arm of Rotary International.

… OUR charity, as Rotarians.

… rated as one of the top charities in the world.

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

and the alleviation of poverty

Mission Statement:

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20102011

Funds from Annual Fund available to districts 3 years after they are contributed - through SHARE

Contributions to the Annual Fund made in 2011-12 will be available in 2014-15

Contributions made in 2013-14 available in 2016-17

20152016

20122013

20132014

20162017

20112012

20142015

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Earnings used for Earnings used for administrative administrative

costscosts

2014-15

Up to ½ to District

Grants

At least½ to Global

Grants

2011-12 2012-13

$$200,000

$50,000$50,000

$100,000 $100,000

2013-14

SHARE Fund Example:

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So your club wants to do a project …

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• Global Grants

• Packaged Grants

• District Grants

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Global Grants

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Long-term projects

Larger grant awards

Think: “Global”

Global Grants

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International Rotary partner required

World Fund match: minimum match = $15,000

Therefore, $30,000 minimum budget

Community need and participation

Sustainable, measurable outcomes

Long-term benefits

Alignment with area(s) of focus

No application deadline

Apply directly online: www.rotary.org

Global Grants

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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

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Packaged Grants

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Strategic Partners

Expertise in Areas of Focus

Global scope of work

Encourages involvement by smaller clubs

Funded by World Fund and Strategic Partner

Predesigned projects

Apply online at www.rotary.org

Packaged Grants

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Strategic Partners for Packaged Grants

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District Grants

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Single block grant awarded annuallySmaller activities and projectsLocal or international

activitiesActive Rotarian participationAdhere to stewardship guidelinesActivities align with TRF’s Mission

Statement

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

and the alleviation of poverty

Mission Statement:

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Grants process open to all clubsGrants are matching: your club puts

in at least as much as the amount of the grant you receive

Grant funds will be disbursed after project is completed and all reporting has been accepted. ***

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Some recent projects in our District … Bike safety helmets

Backpacks with school supplies

Picnic grove

Summer food boxes

HIV/AIDS test kits

Food backpacks

Supplies for at-risk students

Veterans Memorial park lighting

Outdoor basketball court

Wooden playground

Boardwalk

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More recent projects … Orphanage laundry equipment

Shoes, boots, coats

Clean water gravity flow system

Classroom furniture

Park equipment

Reading program for elementary students

Medal of Honor monument

Infant mortality awareness

Elementary school mentoring program

Senior scholarships

Renovations for emergency overnight shelter

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District vs. Global Grants

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Funding

District Grants Global Grants

District applies for a block grant, up to 50% of DDF, and distributes smaller amounts to clubs for projects.

Clubs and Districts apply for a minimum World Fund award of $15,000, for a total project budget of at least $30,000.

No World Fund match. World Fund match of 1:1 for DDF, and 0.5:1 for cash.

Awarded to District by the TRF. District distributes funds to clubs.

Awarded by TRF.

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Partner

District Grants Global GrantsNo partner required, can be local or international, District and Club must be qualified.

International Rotary partner and host partner, both must be qualified.

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Scope or Vision

District Grants Global GrantsMust be related to TRF’s mission.

Must align with at least one of the six areas of focus.

Short-term, one-time, smaller in scope.

Long-term, sustainable, measurable.

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Activity Type

District Grants Global GrantsEducational, vocational, or humanitarian.

Educational, vocational, or humanitarian.

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Planning

District Grants Global GrantsShorter planning time. Longer planning

process.

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Involvement

District Grants Global GrantsActive Rotarian participation.

Active Rotarian participation.

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• In 2011-12, contributions = $131,160.62

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• In 2011-12, contributions = $131,160.62• $65,580.31 to World Fund, $65,580.31 to District

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• In 2011-12, contributions = $131,160.62• $65,580.31 to World Fund, $65,580.31 to District

• District-controlled $$$ are split as follows:

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• In 2011-12, contributions = $131,160.62• $65,580.31 to World Fund, $65,580.31 to District

• District-controlled $$$ are split as follows:

Global Fund: 50% = $32,790.15

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• In 2011-12, contributions = $131,160.62• $65,580.31 to World Fund, $65,580.31 to District

• District-controlled $$$ are split as follows:

Global Fund: 50% = $32,790.15

Can be used for:

* Global Matching Grants

* World Peace Scholars

* Global Scholars

* Vocational Training Teams

* Polio

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• In 2011-12, contributions = $131,160.62• $65,580.31 to World Fund, $65,580.31 to District

• District-controlled $$$ are split as follows:

Global Fund: 50% = $32,790.15 District Fund: 50% = $32,790.15

Can be used for:

* Global Matching Grants

* World Peace Scholars

* Global Scholars

* Vocational Training Teams

* Polio

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• In 2011-12, contributions = $131,160.62• $65,580.31 to World Fund, $65,580.31 to District

• District-controlled $$$ are split as follows:

Global Fund: 50% = $32,790.15 District Fund: 50% = $32,790.15

Can be used for: Can be used for:

* Global Matching Grants * Club projects

* World Peace Scholars * Local contingency fund

* Global Scholars * Scholarships

* Vocational Training Teams * Vocational Training Teams

* Polio * Polio

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District 6360 TRF Committee Structure

District GovernorTerry AllenLakeshore

District GovernorTerry AllenLakeshore

Committee ChairTeresa BrandellDelta-Waverly

Committee ChairTeresa BrandellDelta-Waverly

GrantsSubcommittee** Vacant ***

GrantsSubcommittee** Vacant ***

Polio PlusSubcommitteeEd FosterCharlotte

Polio PlusSubcommitteeEd FosterCharlotte

FundraisingSubcommitteeHarold MondolLansing Dewitt Sunrise

FundraisingSubcommitteeHarold MondolLansing Dewitt Sunrise

StewardshipSubcommitteeJim TempleBerrien Springs-Eau Claire

StewardshipSubcommitteeJim TempleBerrien Springs-Eau Claire

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Please rank the following possibilities for spending priorities for our District’s use of its District Designated Funds from The Rotary Foundation for the 2014-2015 Rotary Year. Place a number by each choice, using “1” for the highest priority and “7” for the lowest priority. Please use each number only once.

_____ Club projects_____ Polio Plus_____ District-wide scholarship(s)_____ Global Grants_____ Vocational Training Teams_____ Rotary Peace Centers_____ Local contingency fund

Turn in completed form at PETS March 13-15 in Kalamazoo.

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Matching: Making money go farther

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Getting my club ready to apply for a grant

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Getting my club ready to apply for a grant

Action Plan – Here’s what to do:Plan a project.

Club must become qualified.

Agree to implement club Memorandum of Understanding (MOU).

Submit application for District Grant by May 31, 2014. Submit application for Global Grant when ready.

After application is submitted:

Wait for final approval!

Complete project.

Submit reports.

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Getting my club ready to apply for a grantPlan a project:

Conduct a needs assessment in the communityAssess your club’s resources, including potential partnersSet goals – measurable and sustainableEstablish a realistic budget with competitive biddingDisclose potential conflicts of interestCreate an implementation planHave a contingency plan

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Getting my club ready to apply for a grant

Get qualified: what it means

Ensures that clubs have appropriate financial and stewardship controls in place to manage grant funds

Entire club is responsiblePotential conflicts of interest are disclosedAgree to TRF Terms and Conditions for grantsClub will cooperate with all auditsGrant funds will be properly usedGrant reporting will be done properlyPotential for disqualification is understood

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Getting my club ready to apply for a grant

About qualification:Qualification process open to all clubs.Club agrees to implement MOU.At least 2 club members must attend GMS.Reports and dues payments must be

current.Qualification good for one year.Club President and PE for 2014-15 must

sign off.

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Getting my club ready to apply for a grant

Some requirements of the MOU:

Written Financial Management Plan for your club

Separate bank account required for Global Grant (but not for District Grant).

Document retention plan

Reporting requirements

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Getting my club ready to apply for a grant

MOU steps to take now:

What MOU requirements does my club already implement?

What requirements does my club need to implement?

What type of club members would be good choices to help implement the club MOU?

Designate a club member to take the lead on qualification.

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Getting my club ready to apply for a grantAttend a Grant Management SeminarRequired before receiving a grant.Two members from each club must attend.Register on DaCdb.

Upcoming GMS: Wednesday, April 2, 2014 in Lansing, 5:30 p.m. to 8:30 p.m.. Saturday, May 3, 2014 in Oshtemo, 9 a.m. to noon. Friday afternoon, May 16, 2014, as part of the District

Conference.

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Submitting a grant application

Global Grant:

Begin application process at any time – no deadline.

Entire process is online at www.rotary.org

The initial part of the application process insures you have all the necessary pieces in place.

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Submitting a grant application

District Grant:

Grant mentor/advisor will work with your club through the process.

Application is an online process through DaCdb.

Application worksheet will be available to help make sure you have all the needed information.

Application deadline: May 31, 2014.

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After application is submitted:

Global Grant:

All communication from TRF will be through the www.rotary.org website.

Receive grant funds.

Work on project.

Complete reports, as required. All reporting is done online.

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After application is submitted:

District Grant:

Wait for approvals of grant.Preliminary in June.Final approval from TRF in July.

Once final approval received, work on your project!

Complete all reports.

Receive grant funds.

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Thank you for your Time, Dedication, and Commitment

Questions?