District Rotary Foundation Seminar The Rotary Foundation and your club: the future is here! District 6360 PETS March 15, 2013

District Rotary Foundation Seminar Goals of session: Brief review of TRF 101 from PETS I Begin to understand TRF’s new grant model: Future Vision Have the tools needed to apply for a grant from TRF

District Rotary Foundation Seminar Review of TRF 101 The Rotary Foundation is the charitable arm of Rotary International. It is OUR charity, and one of the top rated charities in the world.

District Rotary Foundation Seminar Contributions SHARE System SHARE System Contributions Spendable Earnings Annual Fund Annual Fund Permanent Fund Permanent Fund PolioPlus Fund

District Rotary Foundation Seminar  Funds from Annual Fund available to districts 3 years after they are contributed - through SHARE  Contributions to the Annual Fund made in available in  Contributions made in available in

District Rotary Foundation Seminar Earnings used for administrative costs % to World Fund Matching Grants Packaged Grants Peace Fellows Polio+ 50% to District Up to ½ to District Grants At least ½ to Global Grants $ $200,000 $50,000 $100,000 Future Vision Grant Distribution Example ANNUAL PROGRAMS GIVING -- SHARE

District Rotary Foundation Seminar

So your club wants to do a project …

District Rotary Foundation Seminar What resources are available for your club from TRF? Many resources under the Future Vision Plan – TRF’s new, simplified grant model!

District Rotary Foundation Seminar

New Grant Model: Global grants District grants Packaged grants

District Rotary Foundation Seminar Global Grants

District Rotary Foundation Seminar Global Grants Long-term projects Larger grant awards Think: “Global”

District Rotary Foundation Seminar International Rotary partner required World Fund match: minimum match of $15,000 Therefore, $30,000 minimum budget Community need and participation Sustainable, measurable outcome Long-term benefit Apply directly online: rotary.org Must align with one of Rotary’s six areas of focus

District Rotary Foundation Seminar Peace and conflict prevention/resolution Disease prevention and treatment Water and sanitation Maternal and child health Basic education and literacy Economic and community development

District Rotary Foundation Seminar District Grants

District Rotary Foundation Seminar Single block grant awarded annually for club and district projects Local or international activities Include active Rotarian participation Adhere to stewardship guidelines Activities align with TRF’s mission

District Rotary Foundation Seminar To enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty

District Rotary Foundation Seminar District Grants District Community Grants: for local projects by your club District International Grants: for international projects by your club

District Rotary Foundation Seminar Open to all clubs. Grants are matching: your club puts in at least as much as the grant you receive. Grant funds will be disbursed after project is completed and all reporting has been accepted. * Club must be qualified to receive a grant.

District Rotary Foundation Seminar District vs. Global Grants: a comparison

District Rotary Foundation Seminar District vs. Global Grants District Grants Funding: – District applies for a block grant, up to 50% of DDF, and distributes smaller amounts to clubs for projects. – No World Fund match. – Awarded to District by the TRF. District distributes funds to clubs. Global Grants Funding: – Clubs and Districts apply for a minimum World Fund award of $15,000, for a total project budget of at least $30,000. – World Fund match of 1:1 for DDF, and 0.5:1 for cash. – Awarded by TRF.

District Rotary Foundation Seminar District vs. Global Grants District Grants Partner: – No partner required, can be local or international, District and Club must be qualified. Scope or Vision: – Must be related to TRF’s mission. – Short-term, one-time, smaller in scope. Global Grants Partner: – International Rotary partner and host partner, both must be qualified. Scope or Vision: – Must align with at least one of the six areas of focus. – Long-term, sustainable, measurable.

District Rotary Foundation Seminar District vs. Global Grants District Grants Activity Type: – Educational, vocational, or humanitarian. Planning: – Shorter planning time. Involvement: – Active Rotarian participation. Global Grants Activity Type: – Educational, vocational, or humanitarian. Planning: – Longer planning process. Involvement: – Active Rotarian participation.

District Rotary Foundation Seminar Strategic Partners and Packaged Grants

District Rotary Foundation Seminar Packaged Grants Strategic Partners For Clubs and Districts Large, comprehensive, sustainable projects Rotarians focus on implementation No cost to clubs: funded entirely by the World Fund and the strategic partners Apply for these online: rotary.org

District Rotary Foundation Seminar Strategic Partners

District Rotary Foundation Seminar Any questions?

District Rotary Foundation Seminar The Rotary Foundation and your club: the future is here!

District Rotary Foundation Seminar What type of project can my club do to qualify for a grant?

District Rotary Foundation Seminar What some clubs have done … Lansing: Clean water gravity flow system Middleville: Food backpacks Cereal City Sunrise: Food backpacks Delta-Waverly: Food backpacks St. Joe/Benton Harbor: Classroom furniture St. Joe/Benton Harbor: School supplies Kalamazoo: Park equipment

District Rotary Foundation Seminar What some clubs have done … Portage: Community school project Reading: Outdoor basketball court Lakeshore: Wooden boardwalk Lansing: Washer and dryer, orphanage Lansing/DeWitt: Backpack school supplies St. Joe/Benton Harbor: Literacy education Union City: Shoes, boots, coats

District Rotary Foundation Seminar Getting my club ready to apply for a grant

District Rotary Foundation Seminar Getting my club ready to apply for a grant Plan a project

District Rotary Foundation Seminar Steps in Creating a Project

District Rotary Foundation Seminar Needs Assessment  Talk with members of the community  Assess your club’s resources and availability and its potential partners to meet the need  Choose a project that is based on the community’s need

District Rotary Foundation Seminar Project Planning Form a three-person grant committee Assign roles Set measurable and sustainable goals Create a budget Create an implementation plan Have a contingency plan

District Rotary Foundation Seminar Successful Grant Projects Meet real community needs Have frequent partner communication Have implementation plan with measurable goals and outcomes Are sustainable projects that continue after grant funds have been expended Practice proper stewardship of grant funds

District Rotary Foundation Seminar Principles of Sustainability Project impact after funding is expended Economic, cultural, social & resource Optimal use of local resources Respect natural resources Reach the most beneficiaries New methods in professional fields Prepare professionals to increase impact Use input and skills of grassroots groups

District Rotary Foundation Seminar Creating a Budget  Realistic  Competitive bidding  Reasonable prices  Disclose potential or real conflicts of interest

District Rotary Foundation Seminar What else should we consider when planning a project?

District Rotary Foundation Seminar Your club should consider: Topic Communications plan Discussion Questions What are the benefits of creating this plan? What are the implementation steps? Who will be responsible? What will you do if something goes wrong?

District Rotary Foundation Seminar Your club should consider: Topic Communications plan Financial management plan Discussion Questions What are the benefits of creating this plan? What are the implementation steps? Who will be responsible? What will you do if something goes wrong?

District Rotary Foundation Seminar Your club should consider: Topic Communications plan Financial management plan Record keeping plan Discussion Questions What are the benefits of creating this plan? What are the implementation steps? Who will be responsible? What will you do if something goes wrong?

District Rotary Foundation Seminar Funding

District Rotary Foundation Seminar Getting my club ready to apply for a grant Plan a project Club must become qualified

District Rotary Foundation Seminar Club Qualification

District Rotary Foundation Seminar Process open to all clubs. Ensures that clubs have the appropriate financial and stewardship controls in place to manage grants funds. Club agrees to implement MOU. At least 2 club members must attend a Grant Management Seminar (GMS). Not delinquent with reporting, payment of dues. Qualification good for one year Club President and PE for must sign off.

District Rotary Foundation Seminar Terms of Qualification Entire club is responsible. Disclose potential conflicts of interest TRF Terms and Conditions Cooperate with all audits Proper use of grant funds Grant Reporting Potential Disqualification

District Rotary Foundation Seminar Club Qualification Checklist  What MOU requirements does your club already implement?  What requirements does your club need to implement?  What type of club members would be good choices to help implement the club MOU?

District Rotary Foundation Seminar Maintaining Qualification Follow the terms of the club MOU Fully implement stewardship and grant management practices to prevent misuse of funds Appoint a club member/committee to manage club qualification Comply with Grant Reporting requirements

District Rotary Foundation Seminar Getting my club ready to apply for a grant Plan a project Club must become qualified Attend Grant Management Seminar

District Rotary Foundation Seminar Grant Management Seminar Required before receiving a grant. Two members from club must attend. ** Wednesday, April 3, 2013 in Lansing, 5:30 p.m. to 8:30 p.m. ** Saturday, May 4, 2013 in Oshtemo, 9 a.m. to 12 noon.

District Rotary Foundation Seminar Stewardship Stewardship is the responsible management and oversight of grant funds, including: Rotarian supervision of project Following standard business practices Reporting of irregularities to TRF Implementing projects as approved Financial records review Timely submission of reports

District Rotary Foundation Seminar Getting my club ready to apply for a grant Plan a project Club must become qualified Attend Grant Management Seminar Agree to implement Club MOU

District Rotary Foundation Seminar Club Memorandum of Understanding Required before receiving a grant. Club President ( ) and PE ( ) must sign. Ensures that club has the appropriate financial and stewardship controls in place to manage grant funds.

District Rotary Foundation Seminar Getting my club ready to apply for a grant Plan a project Club must become qualified Attend Grant Management Seminar Agree to implement Club MOU Submit Grant application by May 31, 2013

District Rotary Foundation Seminar How do I apply for a grant?

District Rotary Foundation Seminar Applying for a District Grant: Timeline Two people from club attend GMS. Sign and implement Club MOU. Application deadline: May 31, District Grant Committee will write Spending Plan. Preliminary notification will be given to club as to whether its project is included in the Spending Plan.

District Rotary Foundation Seminar Applying for a District Grant: Timeline Spending Plan submitted to TRF. TRF approves (hopefully!) our spending plan. Club receives final approval that its grant has been approved. Club proceeds with its project, completes it, and submits final report. Once final reports are approved, grant funds will be disbursed.

Please rank the following possibilities for spending priorities for our District’s use of its District Designated Funds from The Rotary Foundation for the Rotary Year. Place a number by each choice, using “1” for the highest priority and “7” for the lowest priority. Please use each number only once. _____ Club projects _____ Polio Plus _____ District-wide scholarship(s) _____ Global Grants _____ Vocational Training Teams _____ Rotary Peace Centers _____ Local contingency fund Turn in completed form at PETS March in Kalamazoo.

District Rotary Foundation Seminar In , contributions = $152,424

District Rotary Foundation Seminar In , contributions = $152,424 $76,212 to World Fund and $76,212 to District

District Rotary Foundation Seminar In , contributions = $152,424 $76,212 to World Fund and $76,212 to District District-controlled funds split as follows:

District Rotary Foundation Seminar In , contributions = $152,424 $76,212 to World Fund and $76,212 to District District-controlled funds split as follows: Global Fund: 50% = $38,106 Can be used for: Global matching grants World Peace Scholars Global Scholars Vocational Training Teams Polio

District Rotary Foundation Seminar In , contributions = $152,424 $76,212 to World Fund and $76,212 to District District-controlled funds split as follows: Global Fund: 50% = $38,106 District Fund: 50% = $38,106Can be used for: Global Matching GrantsClub projects (community and international) World Peace ScholarsLocal contingency fund Global ScholarsScholarshipsVocational Training Teams Polio

District Rotary Foundation Seminar Earnings used for administrative costs % to World Fund Matching Grants Packaged Grants Peace Fellows Polio+ 50% to District Up to ½ to District Grants At least ½ to Global Grants $ $152,424 $38,106 $76,212 Future Vision Grant Distribution Example ANNUAL PROGRAMS GIVING -- SHARE

District Rotary Foundation Seminar Completing a District Grant application

District Rotary Foundation Seminar Project Implementation

District Rotary Foundation Seminar Successful Project Implementation Communication Financial management Record keeping Following original plan

District Rotary Foundation Seminar Evaluation  Ongoing during project implementation and after completion  Based on goals set for the project  Assists with reporting requirements  Use findings to improve future projects and identify successes you can promote

District Rotary Foundation Seminar Grant Reports !

District Rotary Foundation Seminar New grant model: The future is here! Go forth and serve!

District Rotary Foundation Seminar Any questions?

District Rotary Foundation Seminar Thank You for all You do for Rotary!