1 Global GrantsSlide 1 Mentor Training – 27 February 2010 District 7610 Foundation Seminar

2 The Rotary Foundation Mission Advance world understanding, goodwill, and peace through the –improvement of health, –support of education and –alleviation of poverty Slide 2Overview

3 4,500 4,000 3,500 3,000 2,500 2,000 1,500 1, Number of Grants Awarded 4,160 Comparative Analysis Habitat For Humanity $100 M $100,000 1,000 Conrad Hilton $100 M $500,000 MacArthur Foundation $260 M $520, Lions International $38.5 M $72,000 The Rotary Foundation $100 M Annual Budget: Average Award: 535 $12,

4 Concepts Simplify Foundation programs and processes consistent with TRF mission Focus Rotarian service efforts to increase global impact Two ways to do grants Increase sense of ownership & stewardship for district & club Sustainability – Areas of focus Enhance Rotary’s public image OverviewSlide 4

5 Areas of Focus Peace and Conflict Resolution/Prevention Disease Prevention and Treatment Water and Sanitation Maternal and Child Health Basic Education and Literacy Economic and Community Development Slide 5Overview

6 What’s New? Current Model Future Vision Six Focus Areas Programs –Matching Grants –District Simplified Grants –Ambassadorial Scholars –Group Study Exchange –Disaster Relief –Alumni –Rotary Peace Centers Changes Six Focus Areas More Emphasis Programs: Bigger, Bolder –Global & Packaged $30,000+ Grants –District Grants More $-up to 50% –Scholars $30,000 –Vocational TT $30,000+ –Disaster Relief no change –Alumni no change –Rotary Peace Centers no change Slide 6overview

7 District Grants Global Grants Packaged Grants New Grant Model Slide 7Overview

8 District Grants Single annual “block” grant Educational & Humanitarian projects/ activities consistent with mission Club Spending Plan required Simple, flexible, innovative with smaller activities & projects Fund Local or international Local decision making with broader guidelines Can include local or international projects and scholarships &/or GSE Tied to Six Areas of Focus Slide 8Overview

9 Global Grants Slide 9Overview

10 Scholarships District Grants –No match by TRF –No restrictions on the location, length of study, area of study or level (undergraduate or graduate) –District determines criteria, process & award amount Global Grants –TRF - must be minimum of $30,000 –Field of study must be within the 6 areas of focus –Graduate level; one to four years; must study abroad –Possibly bundled with a humanitarian project with a total of scholarship & project of $30,000 –Peace Scholarships funded by TRF OverviewSlide 10

11 Vocational Training Teams District Grants –No match by TRF –Old “Group Study Exchange” Concept Global Grants –TRF match – must meet $30,000 minimum –Need to provide or receive training –Field of training must be within 6 areas of focus –Possibly bundled with a humanitarian project and or a scholarship –Minimum of 1 Rotarian and 3 non-Rotarians but there is no maximum team size –Additional Rotarians may participate OverviewSlide 11

12 Quick Comparison District Grants Application process with the District Can be international or community (local) Partnerships encouraged No TRF match No Paul Harris credit Clubs must qualify Smaller projects Global Grants Application process with The Rotary Foundation Must be international Partner required Min $15,000 to qualify TRF match Paul Harris credit Clubs must qualify Bigger projects OverviewSlide 12

13 Global GrantsSlide 13 Mentor Training – 27 February 2010 How does the Money Flow?

14 Spending Funds OverviewSlide 14 District Grants –Funds sent to the District –District decides how to spend dollars –Local application process and reporting Global Grants –Funds stay at TRF –District approves use of the DDF –2 step application process-with prior District approval –TRF to approve the Global grant

15 D7610 Foundation Donation Flow $ $435,544 in – DG Ron Marion $217,772 $ DG Jon Allan DG Steve Cook DG Juanita Cawley % to World Fund 50% to District Designated Fund $217,772 At least ½ to Global Grants $ $108,886 Up to ½ to District Grants (No TRF Match) Matches 1:1 DDF $ and 50% of cash $ Slide 15Overview

16 Current Rotary Foundation – District Total Giving $435,544 >> for DSGDistrict DDFTotal District DDFWorld Fund $43,500$174,272$217,772 Club ProjectsScholarsMatching Grants Add’l GSEGSE District GrantDistrict Global Fund DDF World Fund Up to $108,886$108,886 or more$217,772 Projects < $30,000Projects $15,000 min GSEVTT $15,000 min ScholarsScholars $15,000 min Future Vision Rotary Foundation – District Total Giving $435,544 >> for Spending Funds Slide 16Overview

17 District Spending of DDF District Grants –District Scholars - TBD –$ per grant based on District criteria Partnerships encouraged Community projects International projects Sustainable Global Grants –District-sponsored projects (up to $15,000 DDF) –TRF $ per club per project (1:2 match) –DDF $ per club project (TBD per grant) –Outbound Scholars - 2 OverviewSlide 17

18 Preparing for Align activities with areas of focus Plan for grant management workshop attendance & qualification Use webinars & resource materials Remain up-to-date on emerging requirements Appoint club TRF Committee Develop Spending Plan working with district Implement Future Vision – July 2013 Slide 18Overview

19 Training Plan Subscribe to monthly FV e-newsletter Read “Transition to Future Vision: Preparing Your Club for Rotary Foundation Grants in 2013” Review grant information in general training manuals on All training manuals fully integrated Training provided during following meetings: -Foundation Seminar, September 8, Grant Management Workshops -District Team Training, March 23, Club Leadership Training Seminar (a.k.a. District Assembly), May 18, 2013 Slide 19Overview

20 Grant Management Workshop Schedules October 6 – Piedmont Area – Martin & Horn General contractors, Charlottesville October 20 – Middle Peninsular/No Neck Area Rappahannock CC, Glenns, VA November 10 – Northern Tier NOVA Area – Hilton Washington Dulles Hilton, Herndon December 1 – Central & Southern NOVA Area Goodwin House, Bailey’s Crossroads December 15 – Fredericksburg/Stafford/Prince William Area – location TBA Slide 20Overview

21 Grant Workshop Goals & Objectives Understand Club Qualification & MOU Understand types & how to apply for all grants Understand Grants spending plan Know Tools to Create an Effective Application in Focus Areas Understand Appropriate Use of Funds & Record Keeping Learn How to Choose a Level of Involvement Manage the Matching Grants Process Understand Proper and Timely Reporting Slide 21Overview

22 Timeline to Future Vision Phase I: July thru December 2012 –“Create Awareness and Take Action” –Educate/Train/Qualify the Clubs –Form the District Rotary Foundation Committee Phase II: January - June 2013 –Club input to District Spending Plan Deadline March 15, 2013 –District Spending Plan Deadline May 15, 2013 –Qualified clubs begin Global Grant process after January, 2013 July 2013 >>> Future Vision is NOW Slide 22Overview

23 Keys to Success Motivation to accept change Importance of Six Areas of Focus Need to support TRF Mission Grants workshop requirement District & TRF MOU requirements Processes & grants handled on-line Treasurer & separate fund to handle grant dollars at the District level OverviewSlide 23

24 Questions? Questions Slide 24Overview