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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??