THE ROTARY FOUNDATION
D5000 Assembly
March / April 2013
TRF is OUR Foundation
Annual Program Fund
Rotarian
Donors
Local
Projects
Permanent Fund
PolioPlus Fund
The Rotary
Foundation
For Rotarians …. By Rotarians
Global
Projects
Two Types of Grants
District Grants
• Formerly “District Simplified Grants”
• Primarily for local projects
Global Grants
• Formerly “Matching Grants”
• Requires Rotarians (Clubs or Districts) in two different
countries
– “Host Club” ……………… Club in the area of the project
– “International Club” ……. Club not in direct area of the project
Grant Basics
District Grants
Global Grants
• Active involvement by
Rotarians
• Benefit a community in need
• Benefit a community as a
whole and not an individual
• Active involvement by
Rotarians from both clubs
• Both clubs responsible
• Each side … committee of 3
Rotarians
• Address a humanitarian
condition
• Benefit a community as a
whole and not an individual
Cannot simply donate money to another organization
What Can and Can’t be Done
Allowed
Not Allowed
•
•
Micro-credit project
Short-term rent of buildings
•
•
•
Construction of infrastructure
•
•
Purchase equipment
•
•
•
•
Short-term/contracted labor
Maternal & prenatal health &
education
Administrative expenses
directly related to a project
•
•
•
Establishment of a Foundation
Purchase of land/building or
house rent
Construction/renovation of
structure for individuals
Plumbing/electrification inside
buildings
Salaries for individuals of another
organization
Purchase of birth control devices
Admin expenses for another
organization
Finding Local Projects
• Community Needs Assessment
• Partnering with local charities
• Club members
TIP: Pick a date and assign a club member to find the
project (e.g. follow the spirit of “Rotarians at
Work” Day)
Recent Local Project Examples
•
•
•
•
•
Backpacks for schoolchildren
Robotics Program support
Tutoring projects
Rescue Tubes
Holiday shopping programs
NOTE: 2013-2014 will allow substantially more funding
than before and permit more meaningful
projects. What are your plans?
Finding Global Projects
• Find good partner clubs
– District Governor connections
– International Convention
– Previous projects
• Matchinggrants.org
• Grant Resource Leaders (GRLs)
TIP 1:
TIP 2:
Don’t “push” a project onto a Host Club …
honestly assess their motivation to oversee the
effort
D5000 will match Club cash 2:1 in 2013-2014 …
gives 5.5 x leverage!!
Recent Global Project Examples
•
•
•
•
•
Purchase & install Dialysis machine (Bangkok)
Install water piping to houses in remote areas (Egypt)
Support vocational training center (Philippines)
Single mothers/children medical treatment (Romania)
Install respirator in hospital (Thailand)
NOTE: 2013-2014 requires projects to be > $30,000 so
partnering with other clubs practically
mandatory
Conducting a Grant
• Determine a need … local or international
• Determine project leaders
• Develop a budget and timeline for execution
– District Grants … applications due by May before Year
– Global Grants … applications due by March 31 of Year
• Apply for funds
– District Grant … 2-page form
– Global Grant … on-line application
• Once funded … execute project
– Must be a good steward of funds!!
• Submit Completion Report
New District Grant Requirements
• Must use separate bank account for funds
– Single bank account for multiple grants OK
– Cannot co-mingle funds
• Requires Financial Management plan to be in place
– Succession plan for accounts
New Global Grant Requirements
• Global Grants must meet one of six Areas of Focus
– Peace & Conflict Resolution
– Water & Sanitation
– Basic Education & Literacy
- Disease Prevention & Treatment
- Maternal & Child Health
- Economic & Community Development
• Include active participation of benefiting community
• Results must be measurable
• Results must be sustainable
Basic Grants Timeline
• Not a big change ….
Funding Your Projects
Cash
from Club
Cash
from Other Donors
& Organizations
District
Designated
Funds (DDF)
Project
Beneficiaries
Matching Funds
from TRF
(Global Grants only)
What is DDF?
D5000 Rotarian
gives $1,000
to TRF
(does not mark
“SHARE”)
World Fund
$1,000
Rotary
Projects
What is DDF?
$500
World Fund
Rotary
Projects
D5000 Rotarian
gives $1,000
to TRF
(marks “SHARE”)
$500
DDF
(D5000 controls)
D5000-directed
Rotary
Projects
How Does My Club Get DDF?
• D5000 receives ~$180,000 of DDF annually
• Method of allocating to Clubs spelled out in “Policies
& Procedures” Manual
• FIRST …
District-level Projects and Target Areas
• SECOND … Remainder to Humanitarian Grants
–
–
–
–
Approximate Amount
Global Scholarships
$15,000
Vocational Training Team
$15,000
Contributions to PolioPlus/RCIS
$20,000
Humanitarian Grants (Club-directed) $130,000
$180,000
How Does My Club Get DDF?
• 20% of DDF allocated to Clubs as “No-Match” Funds
– Does not require club to contribute cash
– Can be used toward Global OR District Grants (Big Change!!)
– Amount based on average of last three years of giving
• Remainder of DDF is “Matched” Funds
– D5000 will match Club cash pledges 2:1
– Can be used toward Global OR District Grants
Approximate Amount
DDF for Humanitarian Grants
$130,000
“No-Match” Funds …………………………... $36,000
“Matched” Funds ……………………………. $94,000
D5000 DDF Summary
$180,000
$15,000
$15,000
$20,000
$130,000
Global
Scholarship
Vocational
Training Team
PolioPlus
RCIS
Humanitarian Grants
TRF
World Fund
$36,000
$94,000
“No-Match”
“Matched Funds”
$ _______
$ _______
Global Grants
District Grants
(Max = $90,000)
Example – District Grant
• Club has $500 in “No-Match” DDF
– Can conduct $500 District Grant project without adding cash
• But … if club pledges additional $500 …
“No-Match” DDF
Club Cash
“Matched” DDF (2:1)
Total
$500
$500
$1,000
$2,000
Example – Global Grant
• Club has $500 in “No-Match” DDF
– Can contribute $500 to Global Grant project without cash
– TRF will match 1:1 … total funds to project = $1,000
• But … if club pledges additional $500 …
“No-Match” DDF
Club Cash
“Matched” DDF (2:1)
“TRF Match (0.5:1 Cash / 1:1 DDF)
Total
$500
$500
$1,000
$1,750
$3,750
Decisions, Decisions
• Previous system dictated split between Local and
International projects
– TRF limited total local projects to 20% of DDF
– New limit is 50% of total DDF … tough to get there
• Global Grants receive TRF match
– With 2:1 DDF match, minimum of 5.5:1 leverage!!
– But … Projects must be larger (minimum of ~$30,000)
• Clubs must now choose how to split limited
resources
So What’s Up with the
Qualification?
• Previously … TRF controlled all projects
– Reviewed all completion reports … including DSG
– System began overwhelming limited TRF staff
• Now … Districts and Clubs control larger portion
– District Grant completions now District responsibility
– Clubs must qualify to appropriately handle larger amounts of
funds
Other Resources
• Rotary.org
– Member Access … “Rotary Foundation Grants (2013-2014)”
– “Members” … “Running a District” … “Future Vision Pilot”
• Grant Management Manual (TRF)
• Future Vision Quick Reference Guide
• D5000 Policies & Procedures Manual
Questions??