1 District 7750 Grants Training November 9, 2013

2 TRF Mission and Motto Doing Good in the World … to enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty. COL Endorsed April 2007 Foundation Training Nov 2013Slide 2

3 Areas of Focus Goodwill and Peace 1. Peace & Conflict Resolution/Prevention Health 2. Disease Prevention & Treatment 3. Water & Sanitation 4. Maternal & Child Health Education 5. Basic Education & Literacy Alleviation of Poverty 6. Economic & Community Development Foundation Training Nov 2013Slide 3

4 Foundation Training Nov 2013Slide 4 District Grants Global Grants Packaged Grants Grant Types

5 Foundation Training Nov 2013Slide 5 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 Basically what was formerly known as a District Simplified Grant Submitted electronically via application on District website

6 Foundation Training Nov 2013Slide 6 Rotary Foundation Global Grants Long-term projects Areas of focus Rotarian participation Larger grant awards Sustainable outcomes International partnerships required for club- and district-developed grants Minimum of $15,000 in matching funds Submitted electronically via RI website

7 Foundation Training Nov 2013Slide 7 Rotary Foundation Packaged Grants Rotary Foundation develops packaged grants with strategic partners The World Fund and the strategic partners provide 100% of the funding Rotarians implement the grant project

8 Foundation Training Nov 2013Slide 8 ANNUAL PROGRAMS FUND SHARE District Grants 50% (max) District Designated Fund 50% World Fund 50% (min) Global Grants (World Fund match to DDF and cash) Funding Model Other (Cash, DAF, Permanent Fund) District Controlled Trustees Controlled

9 Foundation Training Nov 2013Slide 9 Qualification Clubs and districts must be qualified to receive Rotary Foundation funds Ensures proper legal, financial, and stewardship controls of grants Qualification process is simple Goal for every club in the district is to become qualified

10 Foundation Training Nov 2013Slide 10 Qualification Requirements Attendance at grant management seminars Agreement with club MOU Submission of signed club MOU No overdue reports from previous projects

11 Foundation Training Nov 2013Slide 11 District Grant Eligibility Requirements Club must: – Be qualified – Meet submission date deadline of April 30, 2014 – Match dollar for dollar grant money – Meet minimum per capita giving levels to the Foundation.

12 Foundation Training Nov 2013Slide 12 District Grant Eligibility Giving Levels Giving LevelGrant Eligibility $25 - $49$1,000 $50 - $99$2,500 $100 or higher$5,000 Top 5 giving clubsUp to $5,000 more

13 Foundation Training Nov 2013Slide Rotary Year Schedule November 9, 2013 – District Grant Management Training January 25, 2014 – Global Grant Management Training February 1, 2014 – District releases advertisement for District Grant applications April 30, 2014 – Deadline for District Grant applications from Clubs to District June 2, 2014 – Grant awards published by District August 1, 2014 – Targeted distribution of District Awards March 31, 2015 – Deadline for completion of District Grants and filing of final reports

14 Foundation Training Nov 2013Slide 14 Leveraging Clubs are encouraged to work together in securing grant funding in order to: implement larger grant projects fund the minimum amount ensure long-term and sustainable impact

15 Foundation Training Nov 2013Slide 15 Rotary 7750 Charities Serves the district and its clubs as a 501 (c) (3) vehicle Fund raising tax considerations

16 Foundation Training Nov 2013Slide 16

17 Foundation Training Nov 2013Slide 17 WHAT ARE YOUR QUESTIONS?

18 Foundation Training Nov 2013Slide 18 Back-ups

19 Foundation Training Nov 2013Slide 19 Program Structure Global Grants (Within Areas of Focus) Global Grants (for larger international projects) Global Grant Scholarships Vocational Training Teams District Grants (Outside Areas of Focus) Grants for University Teachers Ambassadorial Scholarships (cultural, multi-year, academic year) Group Study Exchange Regional Scholar Seminar Grants District Simplified Grants Smaller International Grants Disaster Recovery Volunteer Service Grants

20 Foundation Training Nov 2013Slide 20 Examples of Activity District Grants — Mission-related Exchange of mixed profession vocational training teams with another district (traditional GSE) International travel for local doctor to volunteer at a clinic Scholarship for student to attend local or international university (traditional scholar) Donating art supplies to assist youth after-school program Send ShelterBox containers in response to natural disaster in another district

21 Foundation Training Nov 2013Slide 21 Rotary Foundation Global Grants Areas of Focus-related International safe drinking water, sanitation, and hygiene education project Send scholar abroad to enroll in water engineering degree program International malaria project to distribute bed nets and malaria treatments and provide malaria prevention educ. Send vocational training team abroad to participate in workshop and learn teaching methods to address adult illiteracy

22 Foundation Training Nov 2013Slide 22 Funding Attributes Global Grants Initiated by qualified club and/or district DDF, World Fund, cash flow through, PF earnings, named gifts Larger awards (min. from TRF = US$15,000) and project costs (min. project budget = US$30,000 World Fund match of DDF, cash, and DAF Streamlined stewardship and accountability