Rotary Foundation GrantsThe Rotary Foundation

Bette MillerMarch 28, 2015

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Why A New Grant Model? …… This Will Be Year 3 for D7040

Reasons the Trustees Introduced Changes… Areas for Improvement

Focus

Accountability

Sustainability

Efficiency

Actions for Improved Performance Six areas of Focus

Strict reporting, accounting & financial management guidelines

Needs Assessments to ensure Beneficiaries buy-in/ownership

Increased District Responsibility - Grants Management Seminars

Fewer Grant options available – District & Global only

Online application

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Areas of Focus

Peace & Conflict Prevention/Resolution

Disease Prevention & Treatment

Water & Sanitation

Maternal & Child Health

Basic Education & Literacy

Economic & Community Development

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1. Rotary Foundation District Grants

District Simplified

District MatchingApproval and Oversight by the District CommitteeApproval and Oversight by the District Committee

2. Rotary Foundation Global Grants

Approval and Oversight by The Rotary FoundationApproval and Oversight by The Rotary Foundation

Two Kinds of Grants Two Kinds of Grants -

More Efficient & Simplified

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Club Qualification Requirements

• Attend a grant management seminar• President, President-elect, Treasurer

plus Foundation Chair or International Chair – other members are also welcome

• Submit signed club MOU & District Addendum

• Reporting is current and Club is in good standing with RI

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District Simplified GrantsLocal or International Projects

Humanitarian, Educational, Travel, Disaster Recovery

No International Partner RequiredDDF Match (total available to be determined)

$0.50 : $1 up to $2500 (you spend first, then

reimbursed by District)

No World Fund or TRF matching

District Grants

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District Grants

District Matching Grants– International project– Requires Rotary Partner– Grant limit $10,000 ($1 for $1 by District)

(you receive your money before you start the project)

– NO World Fund Match(Note: Simplified and Matching Grants can

support projects in other District Communities i.e. US club and Iqaluit)

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Timeline (All District Grants)

• March 1, 2015 – Call for applications for 2015-2016 • April 30, 2015 – Application Deadline for 2015-2016 • May 30, 2015 – Deadline for current year (2014-2015)

project reports due • June 15, 2015 – Initial Award (applications make a

spending plan) • June 30, 2015 – TRF Deadline for receipt of 2014-

2015 District Final Reports to TRF from District. • July 15, 2015 – District submits Grant request and

spending plan to TRF for 2015-2016 projects• After July 31, 2015 – Spending Plan accepted and final

award

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Global Grants

• Long-term projects• Sustainable outcomes as determined

by TRF• Larger grant awards aligned with

Areas of Focus• World Fund match in addition to DDF

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Developing an Eligible Global Grant

• Assess needs• Choose areas of focus• Select goals• Determine sustainability• Complete your proposal & submit to

DRFC• Submit your application (after approval

from District Rotary Foundation Chair (DRFC))

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All Projects Should Be Sustainable Projects

• These projects/programs give a community the skills and knowledge to maintain project outcomes for the long term, after grant funds have been expended.

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Qualities of Sustainable Projects

• Community fit/Needs assessment• Materials/Technology available• Funding• Knowledge – expands knowledge • Motivation/Commitment – partners &

recipients• Increases capacity • Evaluation

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Minimum Grant ………………....$15,000Minimum Grant ………………....$15,000• Minimum Project Budget …...$30,000Minimum Project Budget …...$30,000• Six Areas of FocusSix Areas of Focus• International partner International partner (D7040 club) (D7040 club) must must provide at least 30% of fundingprovide at least 30% of funding• InternationalInternational & & HostHost Rotary Partners Rotary Partners•World Fund Match:World Fund Match:

$1 : $1 District Funds (DDF)*$1 : $1 District Funds (DDF)* $0.50 : $1 Club Generated Funds$0.50 : $1 Club Generated Funds

* Up to specified maximum, i.e. $15,000 – may * Up to specified maximum, i.e. $15,000 – may vary each yearvary each year

Global Grants

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The Changes to The Foundation Funding Formula

• 5% of Annual Fund contributions will be 5% of Annual Fund contributions will be used to cover operating expenses shortfall used to cover operating expenses shortfall and fully fund the operating reserve.and fully fund the operating reserve.

• Additional 5% for club cash contributions Additional 5% for club cash contributions for Global Grants to offset cost of for Global Grants to offset cost of processing cash i.e. exchange rates, etc.processing cash i.e. exchange rates, etc.

• This begins July 1, 2015This begins July 1, 2015

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Financing Guidelines for Grants

• Contributions raised by Rotarians• Funds cannot be raised from

beneficiaries in exchange for a grant• Funds cannot come from other grants• Contributions credited to donor• Rotarians must avoid conflict of

interest

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Implementation & Evaluation

• Ongoing process• Communication! Communication!• Follows original plan & goals• Adheres to Club and District Addendum

MOU• Financial management plan• Recordkeeping & Reporting• Recognizes successes and lessons learned• Measurable outcomes

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Questions ??

Contact:Contact:DRFC Chair, Bette MillerDRFC Chair, Bette Millerbette.miller@rotary7040.combette.miller@rotary7040.comPDG Bonnie BlackPDG Bonnie Black bonnie.black@rotary7040.combonnie.black@rotary7040.com