Grants Overview RY 2011-12

D7610 Club Leadership Training Seminar May 14, 2011

Which Grant?

District Simplified Grant?

Matching Grant? 3-H Grant?

Which Grant?

District Simplified Grant Matching Grant How big is the project?

Who administers the grant?

Where will the project take place?

Is there a partner Rotary Club abroad?

How long will our project take to complete?

Do Grants Terms and Conditions apply? Who do I contact for more information?

Up to around $1,000 Our District 7610 Local or international Not required Must be at least $10,000 District 7610, with The Rotary Foundation Must take place outside of the internat’l partner Rotary Club Yes – need a host country partner abroad (you are the int’l partner) Can take more than a year Must be a project that can be finished in a year or less

Yes

; and must file report with D7610 Joe Akkara [email protected]

Yes

; and must file report every 12 months with TRF Jim Vollmer [email protected]

District Simplified Grants

• Administered by district leadership • DDF (maximum 20% of new DDF) • Local or international projects • District is sole sponsor

How much District Designated Funds (DDF) was available for District Simplified Grants this year?

• We had almost District Simplified Grant projects this Rotary Year $39k in DDF available for • Our District will have used all of this allocated amount – we had 35 Rotary Clubs participating from our District, involving 19 Projects, including three multi club Projects!

District Simplified Grants Tangier Island Medical Clinic

Rotarian’s Charity of Choice

6

Matching Grants

• Matched funds for humanitarian endeavors – 1:1 match for DDF – 0.5:1 match for cash • Local and international sponsors • Matching Grants (US$5,000 - $25,000) • Competitive Matching Grants (US$25,001 - $150,000)

How much District Designated Funds (DDF) was available for Matching Grants this year?

• We had $137,959 in DDF available for Matching Grant projects this Rotary Year ($96,740 for this RY + $41,219 from last RY). • Our District has used most of this allocated amount after 16 MG applications that were approved, involving 23 Rotary Clubs from our District alone!

Where will all this

$$$

go?

Our District 7610 DDF will eventually end up in

15 countries

around the world through Matching Grant Projects alone, not to mention

countless local communities in our own District

DSG Projects. through our • • • • • • • • • • • • For example: Londrina, Brazil Wum, Cameroon; Sunyani Central, Ghana; Pignon, Haiti; Kathmandu, Nepal; Turks and Caicos Islands; Joniskis, Lithuania; Rivne, Ukraine; Odessa, Ukraine; Smila, Ternipyl, and Bershad, Ukraine; USA (Virginia); and Luanshya, Zambia.

Matching Grants Charlottesville, Albemarle, Blue Ridge Rotary Clubs’ Wum, Cameroon Water Project

Rotarian’s Charity of Choice

10

Matching Grants McLean Rotary Club’s Guatemala Surgical Equipment

Rotarian’s Charity of Choice

11

D7610 Rotary Clubs

Albemarle Rotary Alexandria Rotary Ashburn Rotary Bailey’s Crossroads Rotary Blue Ridge Rotary Burke Rotary Charlottesville Rotary Dulles International Rotary Falls Church Rotary Fredericksburg Rotary Kilmarnock-Irvington-White Stone Rotary McLean Rotary North Stafford Rotary Northern Neck Rotary Lake Ridge Rotary Leesburg Rotary Rappahannock-Fredericksburg Rotary Reston Rotary Springfield Rotary Stafford Rotary West Springfield Rotary Woodbridge Rotary Vienna Rotary

Other Rotary Clubs

Bamenda-Cameroon Rotary Carshalton Rotary De Londria Norte Rotary East London Rotary East London Sunrise Rotary Joniskis Rotary Kathmandu North Rotary Korovohrad Rotary Kyiv Multinat’l Rotary Luanshya Rotary Nassau Sunrise Rotary Odessa Rotary Peoria North Rotary Puebla NM Rotary Queenstown Rotary Rocky Mount Rotary Rovidenciales Rotary St. Andrew North Rotary Sun City Rotary Sunyani Central Rotary Yeong Nam Rotary

Project Countries

Bahamas Brazil Cameroon Egypt Ghana Jamaica Lithuania Nepal South Africa Turks and Caicos Island Ukraine Ukraine USA Zambia

Matching Grants 2010-11

• D7610 – Sunyani, Ghana Water Supply Project II • Alexandria - Odessa, Ukraine Health Ctr Minivan • Alexandria - Joniskis, Lithuania, Playground • Alexandria – Alexandria, VA, Meals on Wheels • Alexandria - Pignon, Haiti, School Project • Ashburn - Ukraine Incubator Project • Ashburn - Ukraine Orphanage Project • Falls Church - Jamaican Polio Rehab Project • Falls Church - Brazil Equipment for Handicapped • Charlottesville - Cameroon Water Project, Phase III • Dulles - Zambia Water Project Phase II $25,000 6,000 3,795 3,390 11,358 3,450 6,227 5,000 1,750 16,500 10,000 (Cont’d next slide)

Rotarian’s Charity of Choice

13

Matching Grants 2010 11 (cont’d)

• Herndon - Pignon, Haiti, Water Project • Lake Ridge - Egypt Hospital Project • Leesburg - Nepal Orphanage Project • KIWI - Open Arms • Rappahannock - Bahamas Autism School • Rappahannock - South African Boys Homeless Shelter • Rappahannock - Turks and Caicos Islands Orphanage Project $10,138 3,700 5,435 4,250 1,325 600 3,000

Rotarian’s Charity of Choice

14

3-H Grants

• Long-term, self-help benefits • Integrative approach • Rotarian

and

participation beneficiary • 2-4 years • Previous Matching Grant partnership • 10% minimum contribution

How Does Timing Work Out?

District Simplified Grant Matching Grant When should we start planning for the project?

When should the Rotary Club submit final application to District?

President-Elect of Rotary Club should start thinking about it as July approaches.

It takes about a year to plan the project and get everything in place.

From 7/1 of new RY to 8/15. Plan to submit application to the District by May or June, so that the District may then submit the final signed application to TRF by 7/1 of the new RY.

1 – 2 months

Once submitted, when is approval notified?

Once approved, when is money sent?

1 – 2 months Fall of new RY

When should Report be filed

Interim Report by winter, and the Final Report by May 1 1 -2 months Every 12 months

Keys to Success

• Project meets real needs of receiving community • Project plan with goals and anticipated outcomes • Rotarian, club, district, and community support • Effective partnerships and communication • Proper fiscal oversight – STEWARDSHIP !!!

Rotarian participation and

Join Your Fellow Rotarians in Implementing a Humanitarian Grant Project • Develop a Project Idea – give yourself plenty of time • Find out what’s needed and how much funds you need • Find a partner here and broad • Call someone in the Grants team • Work out details of the project and fill out the application

Humanitarian Grants Terms and Conditions

Appropriate Use of Funds

• Humanitarian projects • Rotarian participation in projects • Development of Rotary networks • Spend consistently with TRF guidelines and approved application • Vigilant oversight

Inappropriate Use of Funds

• • • • • • Construction/renovation Purchase of land or buildings Salaries of cooperating organization employees Cooperating organization expenses Post-secondary education International travel (except VSG & 3-H)

Inappropriate Use of Funds

• • • • • • Establishment of foundation or trust Personal benefit Duplication of TRF or Rotary program Reimbursement of existing project Excessive support of beneficiary Inauguration parties or meetings

Stewardship

• • TRF funds - sacred trust Competent and thorough supervision • Standard business practice • Implementing projects as approved • Financial review of projects • Timely and complete reporting • Reporting irregularity to TRF

District Leadership

District Rotary Foundation Committee Chair: PDG Travis White (incoming – PDG Chuck Davidson) • Authorize DDF • Submit District Simplified Grant requests • Maintain DDF records District Governor: DG Ron Marion (incoming – DGE Jon Allan) • Jointly authorize DDF with DRFCC District Grants Subcommittee: Chair, Suyong Min • MG Chair Jim Vollmer, DSG Chair Joe Akkara • Certify applications for completeness • Authorize district-sponsored grant applications

Resources

www.rotary.org

http://www.rotary7610.org

/grants.htm

Questions???

District Simplified Grants? Joseph A. Akkara Tel. (703) 205-0577, [email protected]

Matching Grants? Jim Vollmer Tel (703) 964-6402, [email protected] Grants in General? Suyong Min Tel (703) 383-0563, [email protected]

District Simplified Grants (DSG)

The District Simplified Grant program supports service activities and humanitarian endeavors of your Club, including the International ones.

DSGs are funded solely by District Designated Funds, which are funds that result from your contributions to The Rotary Foundation's (TRF) Annual Programs Fund.

It is your contributions to the Annual Fund that make up the DSG funds possible.

Thank you for your continued support !!!

REQUIREMENTS

•

Project must be new Not a project that was funded by DSG earlier.

Not a project that your Club has done in the past, or has been doing annually.

It should be substantially different.

It could be new thrust area of a larger project.

If in doubt, please ask.

REQUIREMENTS (Coninued)

•

Active Participation by Rotarian Rotarians must be actively engaged in various phases of the project.

Planning, organizing, fundraising, publicity, execution, reporting and review.

Analysis: What went right and what went wrong.

The project must not be a simple pass-through, whereby grant funds are simply awarded to another organization.

REQUIREMENTS (Coninued)

•

Project must NOT fund the following:

Building of any structures. (houses, schools, work places, etc.), or any structures attached to such structures (hoses, plumbing, electricity lines, etc.) Administrative expenses of another organization.

Stipends of any kind.

International travel costs (plane tickets, train tickets, etc.).

Applications: 2010-11

• Eight International Projects with 17 clubs (5 in 2009-10) • Five Literacy Projects (9 in 2009-10) • Five Health related • Thirteen Community Projects (13 in 2009 10) • Six Multi-Club Projects- 2 to 12 Clubs per team (2 in 2009-10)

Applications: 2010-11 • Twenty two project (24 last year) • Forty five Clubs Participated (31 last year) • Requested from the DSG • Contribution by Clubs $60,535 ($45,048) $21,866 • Contribution by Others $13,107 • Total amount budgeted $95,508 • Total Projected expenses > $130,000 • DSG funds available $39,000

Final Report

• Narrative statement with project outcomes clearly defined.

• Information regarding the impact of the projects on the beneficiaries.

• Full description of Rotarian oversight, management and involvement in the project.

• Statement of income and expense (receipts/bank statements). • Detailed narrative describing the implementation of the projects and how experiences gained will inform/guide the district for the next Rotary year.

• Final Report should be signed by the Project coordinator and the Club President.

Final Report (cont.)

•

Financial Report

Currency Used: Exchange Rate: = 1 USD Income

Sources of Income Currency

1. DSG funds from the District = 2. Other funding (specify) =

Amount

xxxx.00

xxxx.00

3.

Total Project Income

=

Final Report (cont.)

•

Financial Report (Continued)

Currency Used: Exchange Rate: = 1 USD Expenditure (be specific and add lines as needed)

Budget Items Name of Supplier Currency Amount

1. 2. 3.

Total Project Expenditures

xxxx.00 xxxx.00

DSG Application 2011-12

(REQUIREMENTS)

• Application Deadline: August 15, 2011.

• Grant maximum $1000.00 per Club.

• Clubs are required to match a minimum of $100.00, even if the requested amount is less than $1000.00.

•Clubs may submit Team projects, but the grant maximum and club match requirements apply for each club.

DEADLINES 2011-2012

•

Submit on or before Aug. 15, 2011

•

Progress Report: Jan, 1, 2012

•

Final Report: May 1, 201

MG Handouts

D7610 Club Leadership Training Seminar May 14, 2011

Humanitarian Grants Terms and Conditions

MG Application Project Description

MG Application Host & Int’l Partner Rotary Club Contact Information

MG Application Project Budget

MG Application Project Financing

MG Application Project Planning

MG Application Authorizations

MG Application More signatures!

Guide to Matching Grants