1. Rotary District 6960 Grant Management Seminar
Doing Good in the World!

2. District Rotary Foundation Chair PDG Pete Doragh Rotary Club of Fort Myers - South
(239)

3. A Quick Review of the Rotary Foundation Grant Models
Annual Program Fund Share Model
3 Years, 50% DDF, 50% World Fund (less 5% cost escrow)
Money For Local Projects
50% of DDF (cash) available for District Grants
Simplified Grant Processing
Online processing Global and District Grants
Global Grants are Large Projects – Sustainable
$125K Maximum Global Grant Match Increased to $200K
$30K Minimum Project Size ($15K global grant minimum)
50% of DDF (credits) available to partner with Clubs
Significant Club and District Responsibility
Stewardship and Record Keeping

4. In Real Terms….
District Grants are used for your community based projects (min budget $1K)
Global Grants are funds those used for your international projects (min budget $30K)
The District will have about $110,000 for District Grants and $110,000 for Global Grants assistance in

5. Club Qualification Attend the District Grant Management Seminar
Submit a signed MOU (Memorandum of Understanding) to the District Chair - Me
Prior Grants Completed or Current
Club is in Good Standing with RI and the District, RI and District dues current and timely
Annual Programs Fund contribution to The Rotary Foundation for at a minimum of $ per capita.
President Elect or Club Representative attended 2016 PETS – or was excused by and received training approved by the Governor.

6. rotaryfoundation6960.org Club Memorandum of Understanding
To participate in Global Grants, the must agree to implement the financial and stewardship requirements in this MOU.
Same thing for District Grants, plus retention of required documents (Application and Final Report w/receipts)
Every Club should get this done by June 1

7. Areas of Focus – For Global Grants
Peace and conflict prevention/resolution
Disease prevention and treatment
Water and sanitation
Maternal and child health
Basic education and literacy
Economic and community development

8. Global Grant Sustainability!
Will the project continue to serve community long after Rotary has walked away?
This is serious and will not be overlooked

9. District Grants Chair Richard Kirschner Rotary Club of Naples

10. District Grants Clubs Should Apply by June 1, 2016.
Club applications drive the District Spending Plan
Clubs May Apply For Up To $5, in DDF Match, but requests cannot exceed 50% of the per project budget.
Dictionary Project as currently accepted does not apply against the club limit or qualification requirements.
$ minimum grant request.
Total District Grants funding cannot exceed 50% of the club’s (club members) giving to the APF 2015/16.

11. Approval of District Grants
District Grants (SHARE) Committee
District TRF Chair
District Grants Chair (non-voting)
Governor Corps (DG, DGE, DGN)
Representatives from the top two giving clubs, and the top three per capita giving clubs, to the Annual Programs Fund.
Total 10 members, 9 voting

12. Approval of District Grants Per Batch
Priority One Dictionary Projects, as currently accepted, will be approved prior to any other application provided the application is received by June 1, 2016, provided the club has current MOU on file with the District.
Priority Two Eligible project requests jointly made by multiple clubs. Maximum of $2,500 per participating club, or the lesser of club maximum, if applicable.
Priority Three Eligible non-literacy projects up to the remaining amount of club cap.
Priority Four All other eligible project requests as determined by the SHARE committee.

13. Criteria That May Be Used
Has the Club met the qualification criteria?
If applications exceed available funds:
The Grant Committee will decide what to do and may apply criteria not otherwise used
Does the project fit into one of the six areas of focus?
Is the project sustainable?

14. rotaryfoundation6960.org
COMPLETE RULES AND PROCEDURES FOR DISTRICT GRANTS AND CLUB QUALIFICATION
Online application for a District Grant
Final Report

15. Global Grants Chair Jeff Fusco Rotary Club of Fort Myers South
Phone

16. Global Grants Global Grants can be applied for on an ongoing basis.
In order to qualify for a Global Grant, a project must have a minimum budget of $30,000.00
The District will match club donation to TRF Annual Programs Fund dollar for dollar, up to $15, while DDF Credits last.

17. Grant Funding Example Funding the minimum project of $30K
Club(s) contribute $15K to TRF Annual Programs Fund
District contributes $15,000 / TRF matches $15,000 = $30K
Total Budget of $30K reached
For a non-District DDF funded project, Club funds matched 50 cents on the dollar, so minimum project is affect is $45,000

18. rotary.org/my rotary Online Application for Global Grant
Online Progress Reports for Global Grant
Online Final Report for Global Grant
Get Jeff involved in the process early on
Ditto TRF staff

19. Getting Approval for DDF
Complete the online application
Save the DRAFT grant and to the Global Grants Chair, Jeff . Jeff will review the application to confirm its eligibility and offer suggestions for improvement. He will also confirm that DDF is available for this project on a “hold” basis.
After receiving confirmation of DDF from Jeff, the application can be completed and appropriately submitted

20. What You Need to Know About The Global Grant Application
Under the Authorization Tab there is a check box to signify the grant application is complete. Do not check that until you are sure because the application cannot be edited after.
Checking that box automatically notifies the District that there is a grant application waiting to be authorized.

21. Summary
District Grant Tools are available at: A link has been added to our main website to access this area.
Global Grant Tools are available at: My Rotary, Rotary Foundation Grants.
Goal setting and club management tools are available at: My Rotary, Rotary Club Central.

22. Grants and The Governor’s Award
File a Club MOU with the District – 50 points
Foundation Chair attends District Foundation Seminar in June – 250 points
Timely apply for a District Grant – 125 points
Timely provide the District with a Final Report on all District Grants – 125 points
Participate in a Joint Global Grant – 500 points
Take “Lead” on a Global Grant – 500 points
Timely file reports on Global Grants – 125 points
TRF Goals on Rotary Club Central by 7/31 – 250 points