Transcript Rotary District 7570 Grants Chair

District Grants Management
Seminar
Vision for the Future
Transform Lives
District Grants Management Seminar
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Agenda
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Overview of Future Vision Plan
Management of a Foundation Grant
Stewardship & sustainability requirements
Club Qualification
Signing the club MOU
Grant Projects
Getting Started
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Dreaming Big
We can’t accomplish everything
that we dream,
but we only can accomplish
things that we dare to dream.
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Secret of Our Success is:
We Are Changing Lives
Old Way of Doing
Matching Grants
is Done
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Five Concepts of Rotary Grants
• Compassion
• Passion
• Story
• Friendships
• Team
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Encourage & Lift Up Our Clubs
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Strengthen, encourage, and lift up
Don’t keep our success a secret
Paperwork has changed
Grants team will Help you achieve goal
Grants applications are online
Still keep copy in Word and Excel, too.
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First Steps Are Easy
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Write one-paragraph summary
Write one-page summary
Find a picture that “tells the story”
Send email to district grants team
Ask for help and advice at idea stage
Talk to us on district grants team about
your ideas and dreams
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Introductions and Dreams
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Why are you here?
What do you want to learn?
What are your dreams?
Is the project at home or overseas?
Stop me and ask a lot of questions…
Want our time to be interactive…
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Time to Lead is Now
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You can lead
Inspire people
Give to the Annual Fund
Partner with other districts and clubs
Mentor and encourage
Other districts are looking for us for
leadership
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D7570 Leading the World
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One of Best in the entire World of Rotary
We Can Get it Done!
Recognized for Leadership
You are Leading Best Clubs
We are Trusted, Respected and Known
We Have Best Talent and Results
Right Here, Right Now in VA & TN
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Six Grant Areas of Focus
Water
and
Sanitation
Disease
Maternal & Prevention
Child Health & Treatment
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Six Grant Areas of Focus
Goodwill Basic Education Economic &
Community
and Peace and Literacy
Development
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Key Partners on a Global Grant
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Host Club – In Country Club
International Lead Club – Our Club
Funding Clubs in our area or district
Rotary Foundation Country Coordinator
Partnering Rotarians around US or world
Governmental Organizations
Charitable Organizations
Churches and other Faith Based Groups
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Why Bother With a Host Club?
 It is their hometown and home country.
 Know the needs of their community like we
do in America
 It is a requirement of Rotary Foundation
 It makes sense
 Takes time to build friendships and
goodwill with host Rotarians
 Be willing to find win-win project.
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We Know Story…
Ensuring Achievable,
Sustainable, and
Measurable Results
Be Good Stewards
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Key Jobs on Global Grant Team
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Project Lead
Grant Writer
Guru
Champion
Liaison(s) to Host Club & Foundation
Reporter
It is possible to do it all, but easier to
share work.
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Rotary Foundation is Growing
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$813.7 Million in Total Assets
$110.1 Million Given to Annual Fund
$77.9 Million for all Grants
$102.8 Million for End Polio Program
$185.7 Million in Program Awards
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D7570 Annual Fund Giving
Giving Six-Year Average $433,508 to Annual Fund
$113.18 per capita in giving versus $111 for US
$460,000
$450,000
$440,000
$430,000
$420,000
$410,000
$400,000
$390,000
$380,000
'06-'07
'07-'08
'08-'09
'09-'10
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'10-'11
'11-'12
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Funding
The Rotary Foundation invests
our Annual Fund Contributions
for three years before the
funds are used for grants.
2010-2011 Annual Fund Gifts
are returned in
2013-2014 for our District
Designated Funds.
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D7570 2013-14 DDF Funds
Annual Fund Gifts in 2010-2011
$446,480
50%
SHARE
District Designated Funds
$223,240
50%
TRF World Fund
$223,240
D7570 2013-14 DDF Funds
Annual Fund Gifts in 2010-2011
$446,480
50%
SHARE
District Designated Funds
$223,240
34%
19%
5%
42% (min.)
$80,142 $44,648 $13,000 $100,000
District Polio
GSE
Global
Grants Plus
Team
Grants
50%
TRF World Fund
$223,240
Matches
100% of District $
50% of Club
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Match from TRF
Three Types of Grants
1. End Polio Now
2. Humanitarian
 District Grants
 Global Grants
 Packaged Grants
3. Educational
 Scholarships
 Peace Fellowships
 Vocational Training Teams
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Global Grant Funding
US $
1. Contributions from Various Clubs
2. District Match ($1:$1) max. $20,000
3. Rotary Foundation Match
 Match of Club Funds ($.50:$1)
 Match of District Funds ($1:$1)
$10,000
$10,000
Total Funding
$ 35,000
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$ 5,000
$10,000
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Global Grants are New!
• Bigger Budgets
 Minimum match by foundation $15,000
 Minimum project budget is
$30,000
• Align with one of the six areas of focus
• Longer-term Impact of grant
• Grant managed by Rotary Foundation
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Global Grants are BIG!
• Fund Large-scale International Projects
• Respond to need identified locally
• Designed so the community can help itself
after the Rotary work is done
• Apply online at Rotary website
• Active Rotary Involvement
• Support Graduate-Level International
Study
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Global Grants at Member
Access at www.rotary.org
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Global Grants at Member
Access at www.rotary.org
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District Grants are Changed!
District Grants will fund:
 Local or International Projects
 Humanitarian, Educational & Travel
 Disaster Recovery & Other
• Grant Match may average $3,000
• Grants Managed by Our District
• Maximum District match is $7,500
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District Grants are Flexible!
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Simple, flexible, innovative
Educational & humanitarian projects
Align with Rotary Foundation mission
Smaller budgets & local decisions
Local decision making, less red tape
No Match from Rotary Foundation
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Area Clubs Team on Grants
• We Had Three Area Global Grants for
South Africa, Bangladesh & South Sudan
• Adding an area “Collaborative Grant” for
District Grants in 2013-2014
– Team of Four (4) Clubs
– Award of $7,500 for “Area” Project
– Local Project Preferred
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District Grants Next Year
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Application is Online at rotary7570.org
Rough Draft by President Elect Training
Deadline is April 15th
Want Every Area Represented with
Grants this Year
• Short and Easy Application Form
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Online District Grants
www.rotary7570.org/district/grants
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Examples of Grant Activity
District Grants
 International travel for
local doctor to volunteer.
 Scholarship for student to
attend local university.
 Donation of art supplies to
assist local youth.
 Mixed profession
vocational training teams
 Dictionary project in
Jamaica and Virginia
Other Examples ?
Global Grants
 International safe drinking
water, sanitation, and
hygiene education
 Sponsorship of student to
Study Abroad.
 International malaria project
 Single vocation Rotary
Vocational Training Team
sent abroad
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Other Examples ?
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Does it have a sign?
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What Can We do with Rotarians?
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Do You See a District Grant?
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Packaged Grants are New!
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Predesigned Large Projects
Educational & Humanitarian Projects
Comprehensive in Scope
Sustainable Programs
Funded by Strategic Partner & Rotary
Implemented by Rotarians
Initial Partners include Mercy Ships,
Oikocredit, UNESCO – Institute for Water
Education and Aga Khan University
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Great Add-on for Global Grant
• Packaged Grants ideal for small clubs who
want to contribute their time and some
money
• Good way to expand a global grant with
economic stimulation with micro-credit
loans by experienced partner
• We’ll need to study potential uses over
next year.
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New!
Club Qualification
• Attend grant training
• Sign MOU
• Be good steward
• Show results
• Be current on all reports
• Only needed on Global Grants
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Terms of Qualification
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Club Must Qualify Annually
Entire club is responsible
Disclose potential conflicts of interest
Follow Foundation Terms and Conditions
Cooperate with all audits
Grant Reporting
Attend this training annually
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Rules are Changing
• Grant game has changed
• Check out new terms
guiding Global Grants
• More flexible on projects
• Key factor: areas of focus
• A “reasonable test” is
applied to many ideas
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Creating a Project
Requires compassion, passion, telling a
story, friendships and a team
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Needs Assessment
Talk to Everyone. Get ideas and buy-in
across community leaders
Trust local knowledge & ways of working
Choose a project that is based on the
community’s need over the long-term
Assess your club’s resources and
availability and its potential partners to
meet the need
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Project Planning
Form a six-person grant team
Assign roles
 Determine primary contacts
Set measurable and sustainable goals
Create a budget
Create an implementation plan
Have a contingency plan
 Identify cooperating organization to help
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Setting Specific Goals
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Measurable
Sustainable
Qualitative (descriptive)
Quantitative (numeric)
Gather baseline data
Decide how to measure
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Successful Grant Projects
Use implementation plan
Lasts long after money is gone
Evaluate results of grants
 Tell story of good and bad
Talk all the time to Rotary
partners via cell phone,
email, texting, calling cards,
& Skype
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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
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Plans Needed for Grant
Topic
• Communications plan
• Financial
management plan
• Record keeping plan
• Needs Assessment
Plan
• Measurable Results
Questions
• What are the benefits of
creating these plans?
• What are the
implementation steps?
• Who will be responsible?
• What will you do if
something goes wrong?
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Food for
your
thoughts
Questions?
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Creating a Budget
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Realistic & Usable
Competitive bidding
Reasonable prices
Disclose conflicts of interest
Need More Clubs to Fund Project Now
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Partners
Supported by strong partnerships
Search for Rotarians who have identified a
need in their local communities
Team of Host & International Rotarians
Host Rotarians should be invested
Good communication between the host
and international partners is key
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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
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Grant Management
• Ensures that projects has proper financial
control
• Adhere to superior technical standards
• Meet the needs of the
beneficiaries
• Fulfill their objectives
• Safeguard funds
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Financing Guidelines
Club generated contributions must come
from or be raised by Rotarians
Funds cannot be raised from beneficiaries
in exchange for receiving the grant
Funds cannot come from other grants
Contributions should be credited to donor
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Applying for a
Global Grant
Bring patience,
understanding, and
cup of coffee
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Global Grant First Steps
Create Account at www.rotary.org
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Applying for Global Grants
• First Step is to submit grant proposal
through Rotary member access
• Next step is to submit grant application
through Rotary member access
• Must meet goals of area(s) of focus
• Must be sustainable
• Must involve two or more Rotary Clubs
• District must confirm club is qualified
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Project
Implementation
“You can do it, now!”
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Do Good Job & Evaluate It
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Talk with partners
Manage finances
Follow the plan
Achieve “our” goals
Ask for receipts and keep record
Evaluate during project and improve
Celebrate and promote successes
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Financial Management Plan
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Dedicated Bank account for funds
Distribute funds Carefully
Use checks/bank cards to track funds
Detailed ledger
Follow local laws
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Grant Reports !?!
• Grant is not done until
reports are accepted
by the Foundation.
• Reports are due 12
months after payment
• Final report due within
2 months of end of
project
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Global Grant Reports Content
• How both Rotary Clubs were involved
• Type of activity: humanitarian project,
scholar, vocational training team
• Evaluation of project goals and how funds
met the goals of the area(s) of focus
• How funds were spent
• Number of beneficiaries and how they
benefited
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Resources
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District Foundation Committee
District Grants Team
www.rotary.org - Future Vision Pages
Future Vision Plan Newsletter
District Governor
Rotary Foundation Staff
Regional Rotary Foundation Coordinator
Ask a Neighboring Club or District
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Handouts
Look on our district web site for links to handouts.
1. Club Memorandum of Understanding
2. Global Grants Guidelines
3. District Grants Guidelines
4. District Foundation Committee
5. Future Vision Grants Terms & Conditions
6. Application for District Grant
7. Future Vision Grant Management Manual
8. Today’s PowerPoint on district web site.
Thank You for All You do for Rotary and the World!
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