January 31, 2015 Welcome to District 7750 Mid-Year Assembly.
1 District 7750 Grants Training November 9, 2013.
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Transcript of 1 District 7750 Grants Training November 9, 2013.
District 7750 Grants Training
November 9, 2013
TRF Mission and Motto
Doing Good in the World
… to enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education,
and the alleviation of poverty.
COL Endorsed April 2007
Foundation Training Nov 2013 Slide 2
Areas of Focus
Goodwill and Peace
•1. Peace & Conflict Resolution/Prevention
Health
•2. Disease Prevention & Treatment
•3. Water & Sanitation
•4. Maternal & Child Health
Education
•5. Basic Education & Literacy
Alleviation of Poverty
•6. Economic & Community Development
Foundation Training Nov 2013 Slide 3
Foundation Training Nov 2013 Slide 4
District GrantsGlobal GrantsPackaged Grants
Grant Types
Foundation Training Nov 2013 Slide 5
Rotary Foundation District Grants
• Simple, flexible, innovative
• Educational and humanitarian projects and activities consistent with mission
• Smaller activities and projects
• Local decision making with broader guidelines
• Basically what was formerly known as a District Simplified Grant
• Submitted electronically via application on District website www.rotary7750.org/grants
Foundation Training Nov 2013 Slide 6
Rotary Foundation Global Grants
• Long-term projects
• Areas of focus
• Rotarian participation
• Larger grant awards
• Sustainable outcomes
• International partnerships required for club- and district-developed grants
• Minimum of $15,000 in matching funds
• Submitted electronically via RI website
Foundation Training Nov 2013 Slide 7
Rotary Foundation Packaged Grants
• Rotary Foundation develops packaged grants with strategic partners
• The World Fund and the strategic partners provide 100% of the funding
• Rotarians implement the grant project
Foundation Training Nov 2013 Slide 8
ANNUAL PROGRAMS FUND
SHARE
District Grants
50% (max)
District Designated
Fund
50% 50%
World Fund
50% (min)
Global Grants(World Fund match to DDF and cash)
Funding Model
Other (Cash, DAF, Permanent
Fund)
District Controlled Trustees Controlled
Foundation Training Nov 2013 Slide 9
Qualification
• Clubs and districts must be qualified to receive Rotary Foundation funds
• Ensures proper legal, financial, and stewardship controls of grants
• Qualification process is simple
• Goal for every club in the district is to become qualified
Foundation Training Nov 2013 Slide 10
Qualification Requirements
• Attendance at grant management seminars
• Agreement with club MOU
• Submission of signed club MOU
• No overdue reports from previous projects
Foundation Training Nov 2013 Slide 11
District Grant Eligibility Requirements
• Club must: – Be qualified
– Meet submission date deadline of April 30, 2014
– Match dollar for dollar grant money
– Meet minimum per capita giving levels to the Foundation.
Foundation Training Nov 2013 Slide 12
District Grant Eligibility Giving Levels
Giving Level Grant Eligibility
$25 - $49 $1,000
$50 - $99 $2,500
$100 or higher $5,000
Top 5 giving clubs Up to $5,000
more
Foundation Training Nov 2013 Slide 13
2014-2015 Rotary Year Schedule
• November 9, 2013 – District Grant Management Training
• January 25, 2014 – Global Grant Management Training
• February 1, 2014 – District releases advertisement for District Grant applications
• April 30, 2014 – Deadline for District Grant applications from Clubs to District
• June 2, 2014 – Grant awards published by District
• August 1, 2014 – Targeted distribution of District Awards
• March 31, 2015 – Deadline for completion of District Grants and filing of final reports
Foundation Training Nov 2013 Slide 14
Leveraging
Clubs are encouraged to work together in securing grant funding in order to:
• implement larger grant projects• fund the minimum amount• ensure long-term and sustainable impact
Foundation Training Nov 2013 Slide 15
Rotary 7750 Charities
• Rotary 7750 Charities
• Serves the district and its clubs as a 501 (c) (3) vehicle
• Fund raising tax considerations
Foundation Training Nov 2013 Slide 16
Foundation Training Nov 2013 Slide 17
WHAT ARE YOUR QUESTIONS?
Foundation Training Nov 2013 Slide 18
Back-ups
Foundation Training Nov 2013 Slide 19
Program Structure
Global Grants(Within Areas of Focus)
• Global Grants (for larger international projects)
• Global Grant Scholarships
• Vocational Training Teams
District Grants(Outside Areas of Focus)
• Grants for University Teachers
• Ambassadorial Scholarships (cultural, multi-year, academic year)
• Group Study Exchange
• Regional Scholar Seminar Grants
• District Simplified Grants
• Smaller International Grants
• Disaster Recovery
• Volunteer Service Grants
Foundation Training Nov 2013 Slide 20
Examples of Activity
District Grants — Mission-related
• Exchange of mixed profession vocational training teams with another district (traditional GSE)
• International travel for local doctor to volunteer at a clinic
• Scholarship for student to attend local or international university (traditional scholar)
• Donating art supplies to assist youth after-school program
• Send ShelterBox containers in response to natural disaster in another district
Foundation Training Nov 2013 Slide 21
Rotary Foundation Global Grants
Areas of Focus-related
• International safe drinking water, sanitation, and hygiene education project
• Send scholar abroad to enroll in water engineering degree program
• International malaria project to distribute bed nets and malaria treatments and provide malaria prevention educ.
• Send vocational training team abroad to participate in workshop and learn teaching methods to address adult illiteracy
Foundation Training Nov 2013 Slide 22
Funding Attributes
Global Grants• Initiated by qualified club and/or district
• DDF, World Fund, cash flow through, PF earnings, named gifts
• Larger awards (min. from TRF = US$15,000) and project costs (min. project budget = US$30,000
• World Fund match of DDF, cash, and DAF
• Streamlined stewardship and accountability