Grants Management Seminar – 26 March 2011 Future Vision Plan Update, Nov 2008 Grants Management Seminar – 26 March 2011 Mentor Training – 27 February 2010 Grants Management Seminar It is my pleasure to present an update on the Future Vision Plan of The Rotary Foundation. The Trustees have taken significant steps in reviewing the current programs and operations of our Foundation and envisioning its potential in our second century of service. We will be celebrating our 100th anniversary of the Foundation in the next decade, and we continually strive to improve our Foundation—making it stronger, more prominent, and more accessible. The new grant structure of the new Future Vision Plan attempts to optimize contributions to our Foundation so that clubs and districts can maximize the use of funds for greater impact, greater flexibility, and greater sustainability in their work. The Foundation has listened to Rotarians’ concerns and formulated this strategy based on this feedback. The new grant structure attempts to optimize contributions to our Foundation so that clubs and districts can maximize the use of funds for greater impact, flexibility, and sustainability in their work. Global Grants

Grants Management Seminar – 26 March 2011 Future Vision Plan Update, Nov 2008 Grants Management Seminar – 26 March 2011 Mentor Training – 27 February 2010 Grants Management Seminar Overview It is my pleasure to present an update on the Future Vision Plan of The Rotary Foundation. The Trustees have taken significant steps in reviewing the current programs and operations of our Foundation and envisioning its potential in our second century of service. We will be celebrating our 100th anniversary of the Foundation in the next decade, and we continually strive to improve our Foundation—making it stronger, more prominent, and more accessible. The new grant structure of the new Future Vision Plan attempts to optimize contributions to our Foundation so that clubs and districts can maximize the use of funds for greater impact, greater flexibility, and greater sustainability in their work. The Foundation has listened to Rotarians’ concerns and formulated this strategy based on this feedback. The new grant structure attempts to optimize contributions to our Foundation so that clubs and districts can maximize the use of funds for greater impact, flexibility, and sustainability in their work. Global Grants

District Organization District Rotary Foundation Chair (DRFC) Pam Russell District Grants Subcommittee Chair (DGSC) Philippe Lamoise District Global Grants Chair John Fistere District District Grants Chair Marge Cole District Fundraising Chair Steve Brown District PolioPlus Chair Richard Coutts Foundation Mentors Overview

Agenda Overview Philippe Lamoise District Grants Marge Cole Website Demo Philippe Lamoise Break Global Grants John Fistere Overview

Future Vision Plan Update, Nov 2008 Concepts We won’t explain “why” anymore Focus on the Grant Process We will teach you, but not do it for you 2 ways to do grants Common sense Follow the money Overview

Future Vision Plan Update, Nov 2008 Raising Funds The way to raise funds has not changed How much comes back to the District as DDF has not changed DDF allocation history 2004-05 2005-06 2006-07 2007-08 2008-09 2009-10 2010-11 2011-12 DDF $229,000 $130,000 $210,000 $200,000 $282,000 $302,000 $255,000 $225,000 Carry Over $89,000 $92,000 $34,000 $68,000 $71,000 $144,000 $0 Total $318,000 $222,000 $244,000 $268,000 $353,000 $446,000 $399,000 (numbers may not be 100% accurate) Overview

Future Vision Plan Update, Nov 2008 Spending Funds District Grants The money is sent to the District The District decides how to spend it Local application process and reporting Global Grants The money stays at TRF The District approves the use of the DDF 2 application processes (and reporting) At the District level to approve the DDF allocation At TRF to approve the Global Grant Overview

Quick Comparison District Grants Global Grants Application process with the District Can be local No partner required Can be in a non-pilot district Max $3,000 DDF No TRF match No Paul Harris credit No TRF qualification required Smaller projects Application process with The Rotary Foundation Must be international Partner is required Must be with a pilot district Max $10,000 DDF TRF match Paul Harris credit Clubs must qualify Bigger projects Overview

Mentor Training, February 27, 2010 Future Vision Plan Update, Nov 2008 Mentor Training, February 27, 2010 Grants Management Seminar – 20 March 2010 Club Qualification It is my pleasure to present an update on the Future Vision Plan of The Rotary Foundation. The Trustees have taken significant steps in reviewing the current programs and operations of our Foundation and envisioning its potential in our second century of service. We will be celebrating our 100th anniversary of the Foundation in the next decade, and we continually strive to improve our Foundation—making it stronger, more prominent, and more accessible. The new grant structure of the new Future Vision Plan attempts to optimize contributions to our Foundation so that clubs and districts can maximize the use of funds for greater impact, greater flexibility, and greater sustainability in their work. The Foundation has listened to Rotarians’ concerns and formulated this strategy based on this feedback. The new grant structure attempts to optimize contributions to our Foundation so that clubs and districts can maximize the use of funds for greater impact, flexibility, and sustainability in their work. Club Qualification

Why have Qualification? Future Vision Plan Update, Nov 2008 Why have Qualification? Provides Clubs with information on Rotary grant procedures Good project management practices Financial stewardship requirements Club Qualification

Club Qualification Requirements Future Vision Plan Update, Nov 2008 Club Qualification Requirements Attendance by at least two Club member at the District’s Grant Management Seminar, Saturday, March 26, 2011. Memorandum of Understanding read, understood, and signed by Club President President-elect Club must be current on all grant reporting. Club must be current on District dues. Club must be current on RI dues. Club Qualification

Memorandum of Understanding Future Vision Plan Update, Nov 2008 Memorandum of Understanding Two pages, covering: Terms of Qualification Club Leadership Responsibilities for Qualification Financial Management Document Retention Report on Use of Grant Funds Method for Reporting and Resolving Misuse of Grant Funds Club Qualification

Which Clubs should qualify? Future Vision Plan Update, Nov 2008 Which Clubs should qualify? A Club that that plans to be a Primary Club for a Global Grant A Club that wants to be ready to do a Global Grant just in case Club Qualification

Grants Management Seminar – 26 March 2011 Future Vision Plan Update, Nov 2008 Grants Management Seminar – 26 March 2011 Mentor Training – 27 February 2010 Grants Management Seminar It is my pleasure to present an update on the Future Vision Plan of The Rotary Foundation. The Trustees have taken significant steps in reviewing the current programs and operations of our Foundation and envisioning its potential in our second century of service. We will be celebrating our 100th anniversary of the Foundation in the next decade, and we continually strive to improve our Foundation—making it stronger, more prominent, and more accessible. The new grant structure of the new Future Vision Plan attempts to optimize contributions to our Foundation so that clubs and districts can maximize the use of funds for greater impact, greater flexibility, and greater sustainability in their work. The Foundation has listened to Rotarians’ concerns and formulated this strategy based on this feedback. The new grant structure attempts to optimize contributions to our Foundation so that clubs and districts can maximize the use of funds for greater impact, flexibility, and sustainability in their work. Global Grants

Grants Management Seminar – 26 March 2011 Future Vision Plan Update, Nov 2008 Grants Management Seminar – 26 March 2011 Mentor Training – 27 February 2010 District Grants It is my pleasure to present an update on the Future Vision Plan of The Rotary Foundation. The Trustees have taken significant steps in reviewing the current programs and operations of our Foundation and envisioning its potential in our second century of service. We will be celebrating our 100th anniversary of the Foundation in the next decade, and we continually strive to improve our Foundation—making it stronger, more prominent, and more accessible. The new grant structure of the new Future Vision Plan attempts to optimize contributions to our Foundation so that clubs and districts can maximize the use of funds for greater impact, greater flexibility, and greater sustainability in their work. The Foundation has listened to Rotarians’ concerns and formulated this strategy based on this feedback. The new grant structure attempts to optimize contributions to our Foundation so that clubs and districts can maximize the use of funds for greater impact, flexibility, and sustainability in their work. Global Grants

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 District administers General TRF guidelines Creativity and accountability Local and DDF funding only—no TRF match Preference given to grants done with international clubs (non-Pilot Districts) Preference given to projects that meet 1 of the 6 focus areas District Grants

Sharpen Focus The Foundation will focus support in six areas based on its mission statement: • Peace and Conflict Resolution • Disease Prevention and Treatment • Water and Sanitation • Maternal and Child Health • Basic Education and Literacy • Economic and Community Development District Grants

Examples of District Grants Future Vision Plan Update, Nov 2008 Examples of District Grants Fund volunteer travel Donate literacy supplies Send a ShelterBox to a disaster area District Grants

Future Vision Plan Update, Nov 2008 Funding Guidelines 2011-12 District Funding (DDF) Available: Up to $3000/per club—must be matched by Club donations Minimum project size: $6000.00 No TRF match Applications must be completed on Matching Grants website: http://www.MatchingGrants.org/district/ Clubs must be up-to-date on District & RI dues Clubs may work together on a joint project—each club must submit an application and a Final Report If the project does not take the entire amount—the remainder must be returned to the District account All paperwork (receipts, photos, project descriptions) are due by May 31, 2012 with the Final Report online District Grants

District Grant Timeline 2011-12 Sept. 1: District Grant Applications due online Sept. 1-30: Review of District Grants Oct.1: District Grant Awards announced Oct. 31: District Grants funds released to Clubs Nov. 2011-March 2012: Projects Completed May 31, 2012: Final Reports due online for review and approval by District Grants Chair District Grants

Grants Management Seminar – 26 March 2011 Future Vision Plan Update, Nov 2008 Grants Management Seminar – 26 March 2011 Mentor Training – 27 February 2010 District Grants It is my pleasure to present an update on the Future Vision Plan of The Rotary Foundation. The Trustees have taken significant steps in reviewing the current programs and operations of our Foundation and envisioning its potential in our second century of service. We will be celebrating our 100th anniversary of the Foundation in the next decade, and we continually strive to improve our Foundation—making it stronger, more prominent, and more accessible. The new grant structure of the new Future Vision Plan attempts to optimize contributions to our Foundation so that clubs and districts can maximize the use of funds for greater impact, greater flexibility, and greater sustainability in their work. The Foundation has listened to Rotarians’ concerns and formulated this strategy based on this feedback. The new grant structure attempts to optimize contributions to our Foundation so that clubs and districts can maximize the use of funds for greater impact, flexibility, and sustainability in their work. Global Grants

Grants Management Seminar – 26 March 2011 Future Vision Plan Update, Nov 2008 Grants Management Seminar – 26 March 2011 Mentor Training – 27 February 2010 District Grants Website Demo It is my pleasure to present an update on the Future Vision Plan of The Rotary Foundation. The Trustees have taken significant steps in reviewing the current programs and operations of our Foundation and envisioning its potential in our second century of service. We will be celebrating our 100th anniversary of the Foundation in the next decade, and we continually strive to improve our Foundation—making it stronger, more prominent, and more accessible. The new grant structure of the new Future Vision Plan attempts to optimize contributions to our Foundation so that clubs and districts can maximize the use of funds for greater impact, greater flexibility, and greater sustainability in their work. The Foundation has listened to Rotarians’ concerns and formulated this strategy based on this feedback. The new grant structure attempts to optimize contributions to our Foundation so that clubs and districts can maximize the use of funds for greater impact, flexibility, and sustainability in their work. Global Grants

Grants Management Seminar – 26 March 2011 Future Vision Plan Update, Nov 2008 Grants Management Seminar – 26 March 2011 Mentor Training – 27 February 2010 District Grants Q&A It is my pleasure to present an update on the Future Vision Plan of The Rotary Foundation. The Trustees have taken significant steps in reviewing the current programs and operations of our Foundation and envisioning its potential in our second century of service. We will be celebrating our 100th anniversary of the Foundation in the next decade, and we continually strive to improve our Foundation—making it stronger, more prominent, and more accessible. The new grant structure of the new Future Vision Plan attempts to optimize contributions to our Foundation so that clubs and districts can maximize the use of funds for greater impact, greater flexibility, and greater sustainability in their work. The Foundation has listened to Rotarians’ concerns and formulated this strategy based on this feedback. The new grant structure attempts to optimize contributions to our Foundation so that clubs and districts can maximize the use of funds for greater impact, flexibility, and sustainability in their work. Global Grants

Grants Management Seminar – 26 March 2011 Future Vision Plan Update, Nov 2008 Grants Management Seminar – 26 March 2011 Mentor Training – 27 February 2010 Global Grants It is my pleasure to present an update on the Future Vision Plan of The Rotary Foundation. The Trustees have taken significant steps in reviewing the current programs and operations of our Foundation and envisioning its potential in our second century of service. We will be celebrating our 100th anniversary of the Foundation in the next decade, and we continually strive to improve our Foundation—making it stronger, more prominent, and more accessible. The new grant structure of the new Future Vision Plan attempts to optimize contributions to our Foundation so that clubs and districts can maximize the use of funds for greater impact, greater flexibility, and greater sustainability in their work. The Foundation has listened to Rotarians’ concerns and formulated this strategy based on this feedback. The new grant structure attempts to optimize contributions to our Foundation so that clubs and districts can maximize the use of funds for greater impact, flexibility, and sustainability in their work. Global Grants

Global Grants - Outline Future Vision Plan Update, Nov 2008 Global Grants - Outline The Global Grant Overview Finding a Project Funding Examples Creating a Proposal Creating an Application Project Management Timeline for 2011-2012 projects Support, Resources and References Questions Global Grants

Future Vision Plan Update, Nov 2008 What is a Global Grant? A project carried out by two Rotary clubs in different countries that meet The Rotary Foundation’s and District 5340’s rules. Project funding comes from Club and individual donations Matched by District Designated Funds (DDF) Matched by The Rotary Foundation (TRF) Global Grants

Future Vision Plan Update, Nov 2008 Types of Global Grants Humanitarian May include microcredit Vocational Training Teams Single specialty Adopt-A-Village Global Scholar Global Grants

TRF Global Grant Requirements Future Vision Plan Update, Nov 2008 TRF Global Grant Requirements Requires two Qualified Sponsor Clubs in two Qualified Future Vision Pilot Project Districts in different countries. Must support Rotary’s Mission Statement Global Grants

The Rotary Foundation Mission Statement Future Vision Plan Update, Nov 2008 The Rotary Foundation Mission Statement The mission of The Rotary Foundation 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. Global Grants

TRF Global Grant Requirements Future Vision Plan Update, Nov 2008 TRF Global Grant Requirements Requires two Qualified Sponsor Clubs in two Qualified Future Vision Pilot Project Districts in different countries. Must support Rotary’s Mission Statement Must deal with at least one of the Foundation’s six Areas of Focus. Global Grants

Rotary Foundation Areas of Focus Future Vision Plan Update, Nov 2008 Rotary Foundation 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 Global Grants

TRF Global Grant Requirements Future Vision Plan Update, Nov 2008 TRF Global Grant Requirements Requires two Qualified Sponsor Clubs in two Qualified Future Vision Pilot Project Districts in different countries. Must support Rotary’s Mission Statement Must deal with at least one of the Foundation’s six Areas of Focus. The Rotary Foundation match must be at least $15,000 and not more than $200,000. (Contributions from the Host Club are not required.) Global Grants

Future Vision Plan Update, Nov 2008 District 5340 rules for 2011-2012 Club cash will be matched by DDF on a 1:1 basis up to $10,000 per Club for approved projects. Clubs may be a Sponsor Club for more than one Global Grant. Clubs can partner to create larger projects. If more DDF is requested than is available to the District, an evaluation and selection of projects will be made, based on merit and on the Clubs’ last 3 years of Annual Program Fund giving. Projects will be evaluated in July, October, 2010 and January, April 2012 as long as there is DDF available. Global Grants

Future Vision Plan Update, Nov 2008 Project Documents Proposal Application Project Bank Account Info Progress Reports Final Report Special application forms and reports for VTTs, Scholars, and Microcredit projects Global Grants

Future Vision Plan Update, Nov 2008 Project Documents Proposal Application Project Bank Account Info Progress Reports Final Report Special application forms and reports for VTTs, Scholars, and Microcredit projects Global Grants

Global Grants – The Process in a Nutshell Future Vision Plan Update, Nov 2008 Identify and plan the project. On the District 5340 Global Grants Website: Create a New Project. Submit a Proposal. When DDF is approved by the District 5340 Rotary Foundation Committee, On the RI website via Member Access: Submit the Proposal. When approved by TRF, Submit an Application. When approved by TRF, Submit Project Bank Account Information. Collect the pledged money, send it to RI. RI transfers the funds to the project account The Clubs execute the Project. Submit timely Progress and Final Reports. Global Grants

Global Grants – The Process in a Nutshell Future Vision Plan Update, Nov 2008 Identify and plan the project. On the District 5340 Global Grants Website: Create a New Project. Submit a Proposal. When DDF is approved by the District 5340 Rotary Foundation Committee, On the RI website via Member Access: Submit the Proposal. When approved by TRF, Submit an Application. When approved by TRF, Submit Project Bank Account Information. Collect the pledged money, send it to RI. RI transfers the funds to the project account The Clubs execute the Project. Submit timely Progress and Final Reports. Details are available online in “How to do a Global Grant” Global Grants

Creating or Finding a Project Future Vision Plan Update, Nov 2008 Creating or Finding a Project The best projects build on existing relationships and past successful projects. Find new partners and projects on www.matchinggrants.org/global. Before committing to a new partnership, correspond with several candidate Host Clubs and compare the timeliness and quality of their responses. Global Grants

Future Vision Plan Update, Nov 2008 “Friends of District . . .” District Coordinator 3000, India (Tamil Nadu) Dee Doe Dee@kingsroadinc.com 4400, Ecuador David Ballesteros david.ballesteros@sdsu.edu 9200, Kenya and Uganda Philippe Lamoise philippe@lamoise.net 9270, South Africa Marty Rosenstein shamartr@hotmail.com Global Grants

Future Vision Plan Update, Nov 2008 Global Grant Funding Cash provided by Clubs and Individuals District Designated Funds (DDF) Matches Club cash up to $10,000 per club DDF from non-Future Vision districts allowed. RI Match Cash is matched at 50% DDF is matched at 100% RI match must be at least $15,000 Cash from non-Rotary or non-Future Vision sources can be used, but it is not matched. Global Grants

Project Funding: A Basic Grant Future Vision Plan Update, Nov 2008 Project Funding: A Basic Grant Club Name (or District) District Cash DDF Total Host Sponsor Club  4400   International Sponsor Club 5340 $10,000 $20,000 Club Cash and Total DDF : TRF match % 50% 100% TRF match : $5,000 $15,000 District 5340 DDF: Total Project Funding: $35,000 Global Grants

Future Vision Plan Update, Nov 2008 A Multi-club Grant Club Name (or District) District Cash DDF Total Host Sponsor Club  2430  $2,000 $4,000 $6.000 International Sponsor Club 5340 $8,000 Another D-5340 Club $2,000   Club Cash and Total DDF : $12,000 $14,000 $26,000 TRF match % 50% 100% TRF match : $6,000 $20,000 District 5340 DDF: $10,000 Total Project Funding: $46,000 Global Grants

A Multi-district Grant Future Vision Plan Update, Nov 2008 A Multi-district Grant Club Name (or District) District Cash DDF Total Host Sponsor Club  2430  $2,000 $4,000 $6.000 International Sponsor Club 5340 $8,000 Another D-5340 Club $3,000 $6,000 Connecticut District Club 7980 $2,000   Club Cash and Total DDF : $11,000 $15,000 $26,000 TRF match % 50% 100% TRF match : $5,500 $20,500 District 5340 DDF: $7,000 Total Project Funding: $46,500 Global Grants

Project Funding: Another example Future Vision Plan Update, Nov 2008 Project Funding: Another example Club Name (or District) District Cash DDF Total Host Sponsor Club  4400  $500   $500 International Sponsor Club 5340 $2,000 $4,000 Another D-5340 $8,000 Local Supporting NGO --- $20,000 Club Cash and Total DDF : $26,500 $6,000 $32,500 TRF match % 50% 100% TRF match : $13,250 $19,250 District 5340 DDF: Total Project Funding: $51,750 Global Grants

Project Funding: Another example - fixed Future Vision Plan Update, Nov 2008 Project Funding: Another example - fixed Club Name (or District) District Cash DDF Total Host Sponsor Club  4400  $500   $500 International Sponsor Club 5340 $2,000 $4,000 Another D-5340 $8,000 Local Supporting NGO --- $20,000 Club Cash and Total DDF : $6,500 $6,000 $32,500 TRF match % 50% 100% TRF match : $3,250 $9,250 District 5340 DDF: Total Project Funding: $41,750 Global Grants

Project Funding: Another example - doable Future Vision Plan Update, Nov 2008 Project Funding: Another example - doable Club Name (or District) District Cash DDF Total Host Sponsor Club  4400  $500   $500 International Sponsor Club 5340 $2,000 $4,000 Another D-5340 $8,000 Local Supporting NGO --- $20,000 Connecticut District Club 7980 Club Cash and Total DDF : $10,500 $10,000 $40,500 TRF match % 50% 100% TRF match : $5,250 $15,250 District 5340 DDF: $6,000 Total Project Funding: $55,750 Global Grants

Future Vision Plan Update, Nov 2008 The Proposal The Proposal is to sell the project concept and shows the investigation and analysis that was done: What are the specific needs? (Assessment results) Does the community want it? Will the community be involved in project execution? What are the expected outcomes? Will it be sustainable? The purpose is to show that the project is a good one, with sustainable measurable results. Also, the Proposal is the basis for selecting the projects to receive a DDF allocation. Global Grants

Future Vision Plan Update, Nov 2008 Creating the Proposal Study the Proposal and Application Checklist Study the Proposal questions. Decide whether you or the Host Club Primary Contact should write the first draft. Analyze the project thoroughly and objectively to develop accurate answers. Answer the questions directly and concisely. At the Proposal stage, a detailed budget and funding plan is not required. Get someone else to review the Proposal. Global Grants

Key Proposal Questions Future Vision Plan Update, Nov 2008 Key Proposal Questions 4. Community needs 6. How will the project meet those needs? 8. How will the benefitting community be involved? 9. Does the community want the project? 10. What Area(s) of Focus are addressed? 11. How does the project address Area(s) of Focus? 12. Immediate and long-term outcomes 13. Sustainability Global Grants

Project Evaluation for DDF Allocation Future Vision Plan Update, Nov 2008 Project Evaluation for DDF Allocation Global Grants

Future Vision Plan Update, Nov 2008 Proposal Proposal approved for DDF by the District 5340 Foundation Committee. Enter the Proposal via RI Member Access. Proposal approved by TRF. On to the Application! Global Grants

Future Vision Plan Update, Nov 2008 The Application The Application is to show that the project is well-planned and will be executed successfully. The project must not include an assessment phase. This should have been done to prepare the Proposal. Global Grants

The Application – Two Parts Future Vision Plan Update, Nov 2008 The Application – Two Parts Common Information Three person committee Budget summary Signatures Humanitarian Information Project Summary Rotarian Participation Cooperating Organization Project Planning Sustainability and Measurability Global Grants

Future Vision Plan Update, Nov 2008 Application Application Approved On to Project Bank Account info! Global Grants

Future Vision Plan Update, Nov 2008 Project Bank Account An account dedicated to the project must be set up. Two signatories are required, who must go the project via member access and confirm their assignment. Account may be set up and managed by either the Host Club or the International Club. Global Grants

Future Vision Plan Update, Nov 2008 Collecting Pledges Pledges may be sent by Clubs and Individuals directly to RI/TRF with proper form. But then the Primary Contact has a hard time tracking pledge status. Recommendation: Collect all the International pledges and send them to RI with a Multiple Donor Form. Global Grants

Future Vision Plan Update, Nov 2008 Project Management It’s difficult when you are not the performing organization. Get a clear understanding and agreement in advance with the Host Club on their responsibilities. Encourage the Host Club to use the document storage feature of matchinggrants.org/global and the mailing list feature for project communications. Show that you are interested and need information back here frequently for informal reports. Keep in touch. A visit to the project site is a great way to keep in touch. Follow up on due dates in advance. Stay current on reporting. Global Grants

Global Grants Project Reporting Future Vision Plan Update, Nov 2008 Global Grants Project Reporting A Progress Report is due 12 months after TRF funds are disbursed, and every 12 months thereafter. The Final Report is due two months after completion of project and includes bank statements for all expenses. Bank statements for all expenses are required for both Progress and Final Reports. Reports are submitted online through RI Member Access, completing the appropriate forms. There are special reports for VTTs, Global Scholars, and Microcredit projects. Global Grants

Using the District 5340 Global Grants Website Future Vision Plan Update, Nov 2008 Using the District 5340 Global Grants Website The District 5340 Global Grants website allows you to: Submit a Proposal. Request a District 5340 DDF allocation. Request cash pledges and DDF support for the project. Permanently store the Proposal, Application, project reports, significant emails, photos, invoices, receipts, & other relevant documents. Report project status in the History Log Designate who has access to your project. Customize your project mailing list. Send emails to everyone on your project mailing list. Global Grants

Global Grants Timeline 2011-2012 Future Vision Plan Update, Nov 2008 Global Grants Timeline 2011-2012 Global Grant Proposals can be entered into the system now. Evaluation for DDF will occur in July, October, 2011 and January, April 2012 as long as there is DDF available. From DDF approval to RI Application acceptance: six months. From RI acceptance to completion of fund raising: six months. An overdue project may lose its DDF allocation. Progress Report due every 12 months. Final Report due two months after project completion. Global Grants

Resources www.rotary5340.org Future Vision Plan Update, Nov 2008 Resources www.rotary5340.org Click on Rotary Foundation. Under Foundation News Center there are many links, including: “How to do a Global Grant” Global Grants

Future Vision Plan Update, Nov 2008 How to do a Global Grant Global Grants

Resources www.rotary5340.org Future Vision Plan Update, Nov 2008 Resources www.rotary5340.org Click on Rotary Foundation. Under Foundation News Center there are many links, including: “How to do a Global Grant” “Future Vision FAQs” “Links to Future Vision Information” Global Grants

Future Vision Plan Update, Nov 2008 Global Grants

Resources www.rotary5340.org Future Vision Plan Update, Nov 2008 Resources www.rotary5340.org Click on Rotary Foundation. Under Foundation News Center there are many links, including: “How to do a Global Grant” “Future Vision FAQs” “Links to Future Vision Information” Past presentations on Future Vision and Global Grants and many other references. Global Grants

Global Grants Personal Support Future Vision Plan Update, Nov 2008 Global Grants Personal Support District Rotary Foundation Chair (DRFC) Pam Russell District Grants Subcommittee Chair Philippe Lamoise District Global Grants Chair John Fistere Foundation Mentors Assistant Governors Club International Chairs Club Foundation Chairs Global Grants

Grants Management Seminar – 26 March 2011 Future Vision Plan Update, Nov 2008 Grants Management Seminar – 26 March 2011 Mentor Training – 27 February 2010 Global Grants It is my pleasure to present an update on the Future Vision Plan of The Rotary Foundation. The Trustees have taken significant steps in reviewing the current programs and operations of our Foundation and envisioning its potential in our second century of service. We will be celebrating our 100th anniversary of the Foundation in the next decade, and we continually strive to improve our Foundation—making it stronger, more prominent, and more accessible. The new grant structure of the new Future Vision Plan attempts to optimize contributions to our Foundation so that clubs and districts can maximize the use of funds for greater impact, greater flexibility, and greater sustainability in their work. The Foundation has listened to Rotarians’ concerns and formulated this strategy based on this feedback. The new grant structure attempts to optimize contributions to our Foundation so that clubs and districts can maximize the use of funds for greater impact, flexibility, and sustainability in their work. Global Grants

Grants Management Seminar – 26 March 2011 Future Vision Plan Update, Nov 2008 Grants Management Seminar – 26 March 2011 Mentor Training – 27 February 2010 Global Grants Website Demo It is my pleasure to present an update on the Future Vision Plan of The Rotary Foundation. The Trustees have taken significant steps in reviewing the current programs and operations of our Foundation and envisioning its potential in our second century of service. We will be celebrating our 100th anniversary of the Foundation in the next decade, and we continually strive to improve our Foundation—making it stronger, more prominent, and more accessible. The new grant structure of the new Future Vision Plan attempts to optimize contributions to our Foundation so that clubs and districts can maximize the use of funds for greater impact, greater flexibility, and greater sustainability in their work. The Foundation has listened to Rotarians’ concerns and formulated this strategy based on this feedback. The new grant structure attempts to optimize contributions to our Foundation so that clubs and districts can maximize the use of funds for greater impact, flexibility, and sustainability in their work. Global Grants

Grants Management Seminar – 26 March 2011 Future Vision Plan Update, Nov 2008 Grants Management Seminar – 26 March 2011 Mentor Training – 27 February 2010 Global Grants Q&A It is my pleasure to present an update on the Future Vision Plan of The Rotary Foundation. The Trustees have taken significant steps in reviewing the current programs and operations of our Foundation and envisioning its potential in our second century of service. We will be celebrating our 100th anniversary of the Foundation in the next decade, and we continually strive to improve our Foundation—making it stronger, more prominent, and more accessible. The new grant structure of the new Future Vision Plan attempts to optimize contributions to our Foundation so that clubs and districts can maximize the use of funds for greater impact, greater flexibility, and greater sustainability in their work. The Foundation has listened to Rotarians’ concerns and formulated this strategy based on this feedback. The new grant structure attempts to optimize contributions to our Foundation so that clubs and districts can maximize the use of funds for greater impact, flexibility, and sustainability in their work. Global Grants

Future Vision Plan Update, Nov 2008 Global Grants