Transcript Foundation Seminar

The Rotary Foundation
and your club:
the future is here!
District 6360
PETS
March 15, 2013
District Rotary Foundation Seminar
Goals of session:
• Brief review of TRF 101 from PETS I
• Begin to understand TRF’s new grant model:
Future Vision
• Have the tools needed to apply for a grant
from TRF
District Rotary Foundation Seminar
Review of TRF 101
The Rotary Foundation is the charitable arm
of Rotary International. It is OUR charity, and
one of the top rated charities in the world.
District Rotary Foundation Seminar
Annual
Fund
Contributions
Permanent
Fund
Contributions
SHARE
System
Spendable
Earnings
PolioPlus
Fund
District Rotary Foundation Seminar
2009
2010
2010
2011
2011
2012
2012
2013
2013
2014
2014
2015
2015
2016

Funds from Annual Fund available to districts 3 years after they
are contributed - through SHARE

Contributions to the Annual Fund made in 2010-11 available in
2012-13

Contributions made in 2012-13 available in 2015-16
District Rotary Foundation Seminar
Future Vision Grant Distribution Example
ANNUAL PROGRAMS GIVING -- SHARE
$200,000
$
Earnings used for
administrative costs
2010-11
2011-12
2012-13
2013-14
$100,000
50% to World Fund
50% to District
$50,000
Up to
½ to District
Grants
$100,000
$50,000
Matching Grants
Packaged Grants
Peace Fellows
Polio+
At least
½ to Global
Grants
District Rotary Foundation Seminar
6
District Rotary Foundation Seminar
So your club wants to do a
project …
District Rotary Foundation Seminar
What resources are available for
your club from TRF?
Many resources under the Future Vision
Plan – TRF’s new, simplified grant model!
District Rotary Foundation Seminar
District Rotary Foundation Seminar
New Grant Model:
• Global grants
• District grants
• Packaged
grants
District Rotary Foundation Seminar
Global Grants
District Rotary Foundation Seminar
Global Grants
• Long-term projects
• Larger grant awards
Think: “Global”
District Rotary Foundation Seminar
•International Rotary partner required
•World Fund match: minimum match of $15,000
•Therefore, $30,000 minimum budget
•Community need and participation
•Sustainable, measurable outcome
•Long-term benefit
•Apply directly online: rotary.org
•Must align with one of Rotary’s six areas of focus
District Rotary Foundation Seminar
• Peace and conflict prevention/resolution
• Disease prevention and treatment
• Water and sanitation
• Maternal and child health
• Basic education and literacy
• Economic and community development
District Rotary Foundation Seminar
District Grants
District Rotary Foundation Seminar
• Single block grant awarded annually for club and
district projects
• Local or international activities
• Include active Rotarian participation
• Adhere to stewardship guidelines
• Activities align with TRF’s mission
District Rotary Foundation Seminar
To enable Rotarians to advance
world understanding, goodwill, and
peace through the improvement of
health, the support of education,
and the alleviation of poverty
District Rotary Foundation Seminar
District Grants
• District Community Grants: for local
projects by your club
• District International Grants: for
international projects by your club
District Rotary Foundation Seminar
• Open to all clubs.
• Grants are matching: your club puts in at
least as much as the grant you receive.
• Grant funds will be disbursed after
project is completed and all reporting has
been accepted. *
• Club must be qualified to receive a grant.
District Rotary Foundation Seminar
District vs. Global Grants:
a comparison
District Rotary Foundation Seminar
District vs. Global Grants
District Grants
Global Grants
• Funding:
• Funding:
– District applies for a block
grant, up to 50% of DDF, and
distributes smaller amounts
to clubs for projects.
– No World Fund match.
– Awarded to District by the
TRF. District distributes funds
to clubs.
– Clubs and Districts apply for a
minimum World Fund award
of $15,000, for a total project
budget of at least $30,000.
– World Fund match of 1:1 for
DDF, and 0.5:1 for cash.
– Awarded by TRF.
District Rotary Foundation Seminar
District vs. Global Grants
District Grants
Global Grants
• Partner:
• Partner:
– No partner required, can be
local or international, District
and Club must be qualified.
• Scope or Vision:
– Must be related to TRF’s
mission.
– Short-term, one-time, smaller
in scope.
– International Rotary partner
and host partner, both must
be qualified.
• Scope or Vision:
– Must align with at least one
of the six areas of focus.
– Long-term, sustainable,
measurable.
District Rotary Foundation Seminar
District vs. Global Grants
District Grants
Global Grants
• Activity Type:
• Activity Type:
– Educational, vocational, or
humanitarian.
• Planning:
– Shorter planning time.
• Involvement:
– Active Rotarian participation.
– Educational, vocational, or
humanitarian.
• Planning:
– Longer planning process.
• Involvement:
– Active Rotarian participation.
District Rotary Foundation Seminar
Strategic Partners and
Packaged Grants
District Rotary Foundation Seminar
Packaged Grants
• Strategic Partners
• For Clubs and Districts
• Large, comprehensive,
sustainable projects
• Rotarians focus on
implementation
• No cost to clubs: funded entirely
by the World Fund and the
strategic partners
• Apply for these online:
rotary.org
District Rotary Foundation Seminar
Strategic Partners
District Rotary Foundation Seminar
Any questions?
District Rotary Foundation Seminar
The Rotary Foundation
and your club:
the future is here!
District Rotary Foundation Seminar
What type of project can my club
do to qualify for a grant?
District Rotary Foundation Seminar
What some clubs have done …
•
•
•
•
•
•
•
Lansing: Clean water gravity flow system
Middleville: Food backpacks
Cereal City Sunrise: Food backpacks
Delta-Waverly: Food backpacks
St. Joe/Benton Harbor: Classroom furniture
St. Joe/Benton Harbor: School supplies
Kalamazoo: Park equipment
District Rotary Foundation Seminar
What some clubs have done …
•
•
•
•
•
•
•
Portage: Community school project
Reading: Outdoor basketball court
Lakeshore: Wooden boardwalk
Lansing: Washer and dryer, orphanage
Lansing/DeWitt: Backpack school supplies
St. Joe/Benton Harbor: Literacy education
Union City: Shoes, boots, coats
District Rotary Foundation Seminar
Getting my club ready to apply
for a grant
District Rotary Foundation Seminar
Getting my club ready to apply
for a grant
• Plan a project
District Rotary Foundation Seminar
Steps in Creating a
Project
District Rotary Foundation Seminar
Needs Assessment
Talk with members of the community
Assess your club’s resources and
availability and its potential partners to
meet the need
Choose a project that is based on the
community’s need
District Rotary Foundation Seminar
Project Planning
Form a three-person grant committee
Assign roles
Set measurable and sustainable goals
Create a budget
Create an implementation plan
Have a contingency plan
District Rotary Foundation Seminar
Successful Grant Projects
Meet real community needs
Have frequent partner communication
Have implementation plan with
measurable goals and outcomes
Are sustainable projects that continue after
grant funds have been expended
Practice proper stewardship of grant funds
District Rotary Foundation Seminar
Principles of Sustainability
Project impact after funding is expended
Economic, cultural, social & resource
Optimal use of local resources
Respect natural resources
Reach the most beneficiaries
New methods in professional fields
Prepare professionals to increase impact
Use input and skills of grassroots groups
District Rotary Foundation Seminar
Creating a Budget
Realistic
Competitive bidding
Reasonable prices
Disclose potential or real conflicts of
interest
District Rotary Foundation Seminar
What else should we consider
when planning a project?
District Rotary Foundation Seminar
Your club should consider:
• Topic
• Communications plan
• Discussion Questions
• What are the benefits of
creating this plan?
• What are the
implementation steps?
• Who will be responsible?
• What will you do if
something goes wrong?
District Rotary Foundation Seminar
Your club should consider:
• Topic
• Communications plan
• Financial
management plan
• Discussion Questions
• What are the benefits of
creating this plan?
• What are the
implementation steps?
• Who will be responsible?
• What will you do if
something goes wrong?
District Rotary Foundation Seminar
Your club should consider:
• Topic
• Communications plan
• Financial
management plan
• Record keeping plan
• Discussion Questions
• What are the benefits of
creating this plan?
• What are the
implementation steps?
• Who will be responsible?
• What will you do if
something goes wrong?
District Rotary Foundation Seminar
Funding
District Rotary Foundation Seminar
Getting my club ready to apply
for a grant
• Plan a project
• Club must become qualified
District Rotary Foundation Seminar
Club Qualification
District Rotary Foundation Seminar
• Process open to all clubs.
• Ensures that clubs have the appropriate financial
and stewardship controls in place to manage
grants funds.
• Club agrees to implement MOU.
• At least 2 club members must attend a Grant
Management Seminar (GMS).
• Not delinquent with reporting, payment of dues.
• Qualification good for one year
• Club President and PE for 2013-14 must sign off.
District Rotary Foundation Seminar
Terms of Qualification
•
•
•
•
•
•
•
Entire club is responsible.
Disclose potential conflicts of interest
TRF Terms and Conditions
Cooperate with all audits
Proper use of grant funds
Grant Reporting
Potential Disqualification
District Rotary Foundation Seminar
Club Qualification Checklist
What MOU requirements does your club
already implement?
What requirements does your club need to
implement?
What type of club members would be good
choices to help implement the club MOU?
District Rotary Foundation Seminar
Maintaining Qualification
Follow the terms of the club MOU
Fully implement stewardship and grant
management practices to prevent misuse
of funds
Appoint a club member/committee to
manage club qualification
Comply with Grant Reporting requirements
District Rotary Foundation Seminar
Getting my club ready to apply
for a grant
• Plan a project
• Club must become qualified
• Attend Grant Management Seminar
District Rotary Foundation Seminar
Grant Management Seminar
• Required before receiving a grant.
• Two members from club must attend.
** Wednesday, April 3, 2013 in Lansing, 5:30
p.m. to 8:30 p.m.
** Saturday, May 4, 2013 in Oshtemo, 9 a.m. to
12 noon.
District Rotary Foundation Seminar
Stewardship
Stewardship is the responsible management
and oversight of grant funds, including:
Rotarian supervision of project
Following standard business practices
Reporting of irregularities to TRF
Implementing projects as approved
Financial records review
Timely submission of reports
District Rotary Foundation Seminar
Getting my club ready to apply
for a grant
•
•
•
•
Plan a project
Club must become qualified
Attend Grant Management Seminar
Agree to implement Club MOU
District Rotary Foundation Seminar
Club Memorandum of
Understanding
• Required before receiving a grant.
• Club President (2013-14) and PE (2013-14)
must sign.
• Ensures that club has the appropriate financial
and stewardship controls in place to manage
grant funds.
District Rotary Foundation Seminar
Getting my club ready to apply
for a grant
•
•
•
•
•
Plan a project
Club must become qualified
Attend Grant Management Seminar
Agree to implement Club MOU
Submit Grant application by May 31, 2013
District Rotary Foundation Seminar
How do I apply for a grant?
District Rotary Foundation Seminar
Applying for a District Grant:
Timeline
•
•
•
•
Two people from club attend GMS.
Sign and implement Club MOU.
Application deadline: May 31, 2013.
District Grant Committee will write Spending
Plan.
• Preliminary notification will be given to club as to
whether its project is included in the Spending
Plan.
District Rotary Foundation Seminar
Applying for a District Grant:
Timeline
• Spending Plan submitted to TRF.
• TRF approves (hopefully!) our spending plan.
• Club receives final approval that its grant has
been approved.
• Club proceeds with its project, completes it, and
submits final report.
• Once final reports are approved, grant funds will
be disbursed.
District Rotary Foundation Seminar
Please rank the following possibilities for spending priorities for our District’s use of
its District Designated Funds from The Rotary Foundation for the 2013-2014 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 14-16 in Kalamazoo.
• In 2010-11, contributions = $152,424
District Rotary Foundation Seminar
• In 2010-11, contributions = $152,424
• $76,212 to World Fund and $76,212 to District
District Rotary Foundation Seminar
• In 2010-11, contributions = $152,424
• $76,212 to World Fund and $76,212 to District
• District-controlled funds split as follows:
District Rotary Foundation Seminar
• In 2010-11, contributions = $152,424
• $76,212 to World Fund and $76,212 to District
• District-controlled funds split as follows:
Global Fund: 50% = $38,106
Can be used for:
Global matching grants
World Peace Scholars
Global Scholars
Vocational Training Teams
Polio
District Rotary Foundation Seminar
• In 2010-11, contributions = $152,424
• $76,212 to World Fund and $76,212 to District
• District-controlled funds split as follows:
Global Fund: 50% = $38,106
District Fund: 50% = $38,106
Can be used for:
Can be used for:
Global Matching Grants
Club projects (community and
international)
World Peace Scholars
Local contingency fund
Global Scholars
Scholarships
Vocational Training Teams
Vocational Training Teams
Polio
Polio
District Rotary Foundation Seminar
Future Vision Grant Distribution Example
ANNUAL PROGRAMS GIVING -- SHARE
$152,424
$
Earnings used for
administrative costs
2010-11
2011-12
2012-13
2013-14
$76,212
50% to World Fund
50% to District
$38,106
Up to
½ to District
Grants
$76,212
$38,106
Matching Grants
Packaged Grants
Peace Fellows
Polio+
At least
½ to Global
Grants
District Rotary Foundation Seminar
Completing a
District Grant
application
District Rotary Foundation Seminar
Project
Implementation
District Rotary Foundation Seminar
Successful Project Implementation
Communication
Financial management
Record keeping
Following original plan
District Rotary Foundation Seminar
Evaluation
Ongoing during project implementation
and after completion
Based on goals set for the project
Assists with reporting requirements
Use findings to improve future projects
and identify successes you can promote
District Rotary Foundation Seminar
Grant Reports !
District Rotary Foundation Seminar
New grant model:
The future is here!
Go forth and
serve!
District Rotary Foundation Seminar
Any questions?
District Rotary Foundation Seminar
Thank You for all You do for
Rotary!
District Rotary Foundation Seminar