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Club Qualification Guidelines
Types of Grants
Planning a Global Grant Project
Applying for a Grant
Implementing, Monitoring & Evaluating a
Grant Project
Reporting
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To be eligible to apply for a grant and complete qualification
process, a club must:
 Read and agree to the club memorandum of understanding and
submit a copy signed by the club president and president-elect
to the district. The MOU is an agreement between a club and
its district explaining the minimum Foundation requirements
for managing grants. Your club’s policies and local laws may
exceed these requirements. To maintain qualified status, a club
must abide by the terms of the club MOU (appendix B), and the
grant terms and conditions.
 Have the president-elect or a designated club representative
attend a grant management seminar
 Agree to any additional district qualification guidelines.
 Clubs must be qualified by their district each Rotary year in
order to apply for global or packaged grants.
Questions? Contact your district Rotary Foundation committee.
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District Designated Fund, matched 100 percent by The
Rotary Foundation
Rotarian and non-cash contributions matched 50
percent (minimum award: US$15,000)
Non-Rotarian cash contributions cannot come from a
cooperating organization or a beneficiary of the
project)
Rotarians cannot collect funds from beneficiaries in
exchange for receiving the grant or as part of the
Rotarian raised cash contribution for match.
Sponsors can request that beneficiaries contribute a
nominal amount to a community account to encourage
buy-in, but collected funds should be used to provide
additional services/ensure sustainability
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fund short-term projects and activities, either
local or international, that support the
Foundation’s mission.
Each district administers and distributes the
funds and sets its own procedures, policies and
additional requirements.
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Global grants fund large-scale projects and
activities that:
• Align with an area of focus
• Respond to a need the benefiting community has
identified
• Include the active participation of the benefiting
community
• Are designed to enable the community to help
itself after the Rotary club or district has concluded
its work (Sustainable)
• Have measurable results
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Peace and conflict prevention/resolution
Disease prevention and treatment
Water and sanitation
Maternal and child health
Basic education and literacy
Economic and community development
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Humanitarian projects
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address community needs by providing sustainable,
measurable outcomes in the benefiting community.
Vocational training
builds skills within a community by offering local
training or by supporting groups of professionals
traveling abroad for rigorous study on their profession
 teach local professionals about a particular field. This
type of training may be most effective in conjunction with
a humanitarian project.
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Scholarships
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fund study by graduate students whose career goals
support an area of focus.
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Predesigned by RI and strategic partners and
fully funded by the World Fund and the strategic
partner
Fund activities similar to global grant activities
and can include scholarships, humanitarian
projects, and vocational training
Project framework/details completed, so
Rotarians can focus talents and energies on
project
See more at
http://www.rotary.org/en/grants/grantsbasics/explore-grants/packagedgrants#sthash.cHdEOXfc.dpuf
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Packaged grant roles may include:
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Assessing community needs and
identifying those who could benefit from a
project
Selecting and mentoring scholars
Assembling teams of professionals for peerbased training
Providing technical expertise or direct
service
Promoting and publicizing activities
Monitoring and evaluating the project
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Health educators training & nursing scholarships
Aga Khan University and The Rotary Foundation
offer two packaged grants in Kenya, Tanzania, and
Uganda: the first provides training to health
educators and the second offers scholarships to
nursing and midwifery students at the university’s
East Africa campuses.
Developing local entrepreneurs packaged grant
with strategic partner Oikocredit. Rotarians
collaborate with microfinance institutions in their
own communities to develop programs that help
increase the impact of microcredit lending.
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Vocational training and medical service
packaged grant with Mercy Ships helps assemble
vocational training teams of medical professionals to
work aboard the state-of-the-art hospital ship Africa
Mercy, to deliver free, world-class health care, capacity
building, and sustainable development to those
without access in the developing world.
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Water and sanitation scholarships provides
scholarships for graduate students at UNESCO-IHE
Institute for Water Education in Delft, The
Netherlands. The institution is the largest postgraduate
water education institution in the world and aims to
tackle the world’s water and sanitation crisis.
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Partners: Global grants require both a host partner
and an international partner.
Where to Find Partners
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ProjectLINK
• Rotarian Action Group related to an area of
focus
• RI Convention
• Matchinggrants.org/global
• LinkedIn
• Project fair
• Personal travel
• District leaders (who can promote your project
at international meetings)
Use RI’s new online project tools that enable you to
find partners, share project information and seek
funding, volunteers, or donated goods.
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District Grant
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Supports the mission of The Rotary Foundation
No minimum budget
Short-term impact
Can support scholars pursuing any level of study
Active Rotarian involvement
Global Grant
Supports an area of focus
Minimum budget of US$30,000
Long-term, sustainable impact and measurable outcomes
Can support scholars pursuing graduate-level study
internationally
 Active Rotarian involvement
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Appoint a Project Committee
Identify Community Needs/Assessment
Consult with Technical Experts
Identify Measurable Outcomes
Develop Sustainable Solutions
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Done by host district
collect information about resources as well as
needs, whether and how issues are being
addressed, and what actions will most likely
improve the community
Consider factors such as Rotarian technical
expertise, location of the project site, required
time commitment, and financial resources.
Refer to Community Assessment Tools (605C) for
ideas on gathering information.
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Clubs should have a financial management plan in
place before receiving grant funds to ensure proper
oversight and consistent administration of the funds
promote transparency, and reduce unintentional
errors and the opportunity for misuse of funds.
Financial management plan should include
measures to:
• Disburse grant funds properly during project
implementation
 • Maintain complete and thorough financial records
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Manage a club-controlled bank account
Remember, if funds are misused, the club is
responsible for rectifying the situation.
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All grant correspondence including email
Beneficiary documentation
Community assessment agreements
Vendor documentation including Quotes for materials
Financial documentation including receipts, invoices
and bank statements
Inventory list and photos
Information collected from clubs for district grants
including funding requests or applications
Reports
Other information required by the district
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Read Grants manual and understand requirements
Find grant applications at ww.rotary.org/grants
Determine what kind(s) of grant(s) you want to apply
for
Find a partner
Develop a strong plan (documented, sustainable,
measurable outcomes, focus area centric)
Complete and submit application
Monitor and participate
Keep reporting up to date and accurate
CC DG, Foundation and grants subcommittee chair
on all grant correspondence with RI