TITLEDistrict 5470 Rotary Foundation SeminarDistrict GrantsChris Unfug May 3, 2014

District Grants

What are district grants?

District grants fund smaller, short-term activities that address needs in both your local community and communities worldwide. Each district gets to choose which activities it will fund with these grants.

You can use district grants to fund a variety of activities which will be determined by the District Grant Committee, including:

• Humanitarian projects, disaster recovery efforts, scholarships for any level, length of time, location, or area of study

• Districts must be qualified before they can administer district grants.

District Grants

1. All District Grant requests for initial consideration need to be submitted to the District 5470 District Grant chair by June 15, 2014.• A second offering is likely in October

2.Must support the MISSION of TRF: “The mission of The Rotary Foundation (TRF) is to enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty.”

3. No minimum budget

4. Short term impact- can be local or international

5. Can support scholars for any level of study locally or internationally- this will be a committee decision.

6. Active Rotarian involvement

7. Adheres to grant terms and conditions. Club is financially responsible to see project is completed or money will have to be returned to RI

District Grants

• Include active Rotarian participation• Adhere to stewardship guidelines• Demonstrate cultural sensitivity• Activities align with Foundation’s mission

District Grants: Certification

• All Clubs must be certified annually by attending an in-person district provided training

• The club president and president elect (or club officer) must sign an MOU, send to GG chair 

• District and Clubs must have a financial plan. • All documents supporting grants must be retained• All cash receipts must be kept for 5 years• The District must have a financial review of all accounts annually• At this time, club certification cannot be done on line

District Grants

• There is no minimum award amount for a District grant, regardless of activity type.

• The District Fund award amount for 2014-2015 will be $4,500 per club. If the budget allows, the District will attempt to match dollar for dollar the clubs contribution.

• Grants for multiple club projects: *• 2 Clubs add $1,000 to individual Club Maximum• 3 Clubs add $2,000 to individual Club Maximum

District Grants: Examples

• $10,000 for solar lights on the Reservation• $2,500 to support immunization program• $6,000 to provide medical equipment in Costa Rica• $6,000 to “Raising a Reader” education program• $2,500 Kids health fair• $3,800 for School security system• $2,000 Imagination Library (promote young readers)• Potential International Grants with successful past experience

*These grant amounts represent the club and District contributions combined.

District Grants: Lessons Learned

• Grants can be accepted during the Rotary year.• Funding for the District account timing.• Timing for expenses to be eligible for matching funds.

– No match for expenditures before RI approval of District spending plan.

• Training needs to be consistent across the District• Need a bigger committee and better communication.• Better use of the District website.• Applications need to be editable files (Word docs.)

District Grants: Proposal Form

District Grant funds received from the District Other funding: (specify) Other funding: (specify)

Rotary District 5470 – District Grant Proposal Form

Rotary Year 2013-14 and 2014-15 ______________________________________________________________________________________

Sponsoring Rotary Club:

Other Rotary clubs involved in the project:

Project Title:

Project Date: Briefly describe the project. What will be done and who are the beneficiaries?

Give an example of how Rotarians will participate and how Rotary might receive recognition (PR):

Financial Report

Income Amount

Expenditures (please be specific project costs)

Total Project Income

Total Project Expenditures

Please submit copies of all receipts/invoices to support the project costs Project Contact Name, e-Mail, Phone: Address to send approved funds to: Signed By:____________________________

R eturn w ith supporting receipts to Chris Unfug, email: cunfug1408@msn.com

District Grants: Final Report

District Grant funds received from the District Other funding: (specify) Other funding: (specify)

Rotary District 5470 – District Grant Final Report Form

Rotary Year 2013/2014 Sponsoring Rotary Club:

Other Rotary clubs involved in the project:

Project Title:

Project Date:

Briefly describe the project. What was done and who were the beneficiaries? Give an example of how Rotarians participated (Photos of events are appreciated):

Financial Report

Income Amount

Expenditures (please be specific project costs)

Total Project Income

Total Project Expenditures Please submit copies of all receipts/invoices to support the project costs

Project Contact Name, Email, Phone: Signed by: _______________________________________

R eturn w ith supporting receipts to Chris Unfug, email: cunfug1408@msn.com

District Grants: Committee

Chris Unfug (Chair) RC of Grand Junction

Judith Jamison Pikes Peak RC

Kathy Herzog RC of Grand Junction

Hank Hayes Durango Daybreak

Cliff Anson RC of Grand Junction

Russell Helm RC of Florence

Dawn Block RC of La Junta

District Grants: Questions?

District Grant Chair: Chris Unfug

970-261-0224

cunfug1408@msn.com