Www.RotaryFoundation6970.org 1 District 6970 Rotary Foundation.

www.RotaryFoundation6970.org

1

District 6970 Rotary Foundation


The Rotary Foundation

How to Do Good with The Rotary Foundation

2


Rotary Foundation Fund Flow

3

Total Giving $400,000District Grant Global Fund DDF World Fund

$100,000 $100,000 $200,000

Projects < $30,000 Projects > $30,000 Projects > $30,000

Local or international

International Only Match for International

Projects

Local Decision TRF Decision TRF Decision


Rotary Foundation Grants

• Global grants

• District grants

• Packaged grants

4


5

Areas of Focus

Peace and conflict prevention/resolution

Disease prevention and treatment

Water and sanitation

Maternal and child health

Basic education and literacy

Economic and community development


6

Successful Grant Projects

• Real community needs

• Agreed upon, measurable goals

• Frequent partner communication

• Implementation plan prior to application


7

Successful Grant Projects

• Sustainable

• Proper stewardship of funds

• Measure results

• Proper reporting and record keeping


8

Qualification Requirements

• Attend a grant management seminar

• Agree to club memorandum of understanding

• Submit signed MOU to district

• No more than three open grants of any type


9

District Grants / Calendar

• Application Date – April 30• Maximum 50% match• Application Review – June 15• District Grant Spending Plan – July 15• Spending Plan Approval by TRF – July 31**• Award final decisions – July 31**

** Date approximate


10

District Grants / Tips

• No duplicate project year to year• Can not begin project until approved• Plan your project for next year NOW• Project completion by March of award year• Multiple club involvement• Project report and receipts• How paid


11

District Grants / Award Process

• Share Committee• DG, DGE, DGN• DRFC• District Grants Chair• 3 Highest per capita giving clubs• 2 highest total giving clubs

• Application Scoring Guide


12

District Grants / Scoring

Factor Points Factor PointsAreas of Focus Addressed Life of project impact None 0 One year 1 One 3 3-5 years 3 Two or more 5 5+ years 5

# served annually Strength of sustainability One 1 Little 0 Modest (<50) 2 Moderate 3 Moderate (50-250) 4 Strong 5 Significant (> 250) 6


13


# Partner Clubs Involved None 0 One 3

Two or more 5


14


Factor Points Factor Points

$ request as % Total Project Club Support of Foundation 41-50% 1 Low <$50 per capita APF 1

31-40% 2 Modest $50-$99 2

21-30% 3 Moderate $100-$150 4

<21% 4 Significant >$150 6

$ per total served Measurable impact Low $ per 6 Modest 2

Moderate $ per 4 Moderate 4

High $ per 2 Significant 6


15

Implementation

• Communication

• Focus on goal(s)

• Financial management plan

• Recordkeeping


16

Document Retention

• Document retention worksheet

• Financial management plan worksheet

• Transferring custody of a bank account and records

• Provide access

• Retain for a minimum of five years


17

Global Grants• Humanitarian Work • Vocational Training Team (VTT)• Scholars

• Address One of Six Areas of Focus• Must show local community buy in• Must show sustainability!!• Measurable objectives• (> $30,000)


18

Scholar Grants

• Post-graduate work

• Can be for more than one year

• Must show how education will further mission of TRF within one of Focus Areas


19

Vocational Training Team Grants

• Have a mission, often skill or knowledge transfer

• Can have more than one Rotarian

• Does not require 30 days• More than one trip allowed• Can be linked to Humanitarian

Grant


20

Global Grant Financing

• DDF matched 100%

• Cash contributions matched 50%

DDF= District Designated Funds


21

Thank you

Www.RotaryFoundation6970.org 1 District 6970 Rotary Foundation.

Documents

Transcript of Www.RotaryFoundation6970.org 1 District 6970 Rotary Foundation.