1. District Grant Seminar

2. Rotary Foundation Grants
“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”
Grants – Global and District

3. 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

4. Mary Beth Seiser – District Rotary Foundation Chair (DRFC)
6270 Grant Team Members:
Team Members are:
Mary Beth Seiser – District Rotary Foundation Chair (DRFC)
Tom Meiklejohn – District Grant Subcommittee Chair
John Hein – Global Grant Subcommittee Chair
Tamie Koop – Past District Governor PDG
Gary Ross – Stewardship Chair

5. Grant Session Objectives
Know qualification requirements
Develop a plan for project management
Create measurable goals
Identify best practices
Write a successful grant application
Determine funding needs
Document retention
Reporting and Evaluation required

6. Qualification Requirements
Support of Annual Fund - $25 per capita (‘16-’17) and $50 per capita (‘17-’18)
Maximum request - $3000
Two club members must attend a District Grant Seminar each year
Club Rotarians must be actively involved in the project
* what funds cannot be used for…

7. Project Management Plan
Ensures that projects:
Meet the needs of the beneficiaries
Address an area of Rotary Foundation Focus
Have appropriate financial control
Utilize paperless technology
Fulfill project objectives
Should be sustainable

8. Project Management Plan
Club responsibility:
Committee
Responsible for funds granted
Avoid conflicts of interest
Cooperate with audit / review
Use funds as granted – stewardship
Timely reporting – including final report

9. Project Management Plan
Establish a Club 3-person grant committee
Committee member roles & responsibilities
Determine funding sources
Develop a realistic budget
Implementation plan with goals & measures
Document retention plan
Contingency plan – urged / back up plan

10. Create Measurable Goals
Identified community need, based on an assessment
Secures partners, keeping partners informed
Implemented plan is developed with a realistic budget
Measurable and sustainable
Proper stewardship of funds
Sharing project successes, best practices and use as a “story” about your Rotary Club.

11. Identify Best Practices
Stewardship is responsible project management including:
Rotarian supervision
Oversight of funds – expenses, receipts
Reporting irregularities
Financial records review
Timely report submission – by Wed May 15, 2019

12. Identify Best Practices
Teaching/mentoring/coaching/giving a community the skills and knowledge to maintain project outcomes for the long term, after grant funds have been expended.
Sustainability example --
“Give a person a fish, they eat for a day. Teach a person how to fish, they eat for a lifetime.”

13. Write a successful Grant Application
Define WHO are the recipients
Including a simple BUDGET
electronic signatures are accepted
HOW MANY ROTARIANS are actively involved in this project and what exactly will they do?
Add app pics!

14. Write a successful Grant Application

15. Write a successful Grant Application
Used to fund small, short-term activities addressing local or global needs
Meets the mission of the Rotary Foundation
Meets an identified need (doc not req)
District application form due Fri June 1st
District submits an on-line block grant application to the Rotary Foundation
Funds distributed to clubs – 50 % upon RI approval, 50 % on club final completion report

16. Determine Funding Needs
Other Rotary Clubs
Other community based organizations
NGO’s non-governmental organizations
Check > Rotary Showcase- Service Projects
Showcase – adding project information in this site
Idea exchange
Grants

17. Sample Showcase- rotary6270.org
Area of Focus
Budget
Local / Global Project?
Funding Method
Description of
Sustainability
Outcome
Impact

18. Document Retention Bank account, separate line in accounting
Track expenses and incomes
Need paper trail, -- receipts, card statements, checks, invoices, electronic
Accounting -- distribution of funds
Keep hard copies as well as electronic copies

19. Evaluation & Reporting
Did grant accomplish desired outcome?
Did grant meet goals?
Is the project sustainable?
Are there other things that still need to be accomplished? (Identify & action plan)
What was successful?
What needs improvement?
Reports completed and receipts provided

20. How much does the District have to distribute?
Clubs / Rotarians donate to “The Rotary Foundation”
During the 3 years the donations are held by TRF , interest on the contributions fund The Rotary Foundation operations
At the end of three years donation contributions are “shared” between the District and the Rotary WorldFund
50% is awarded to 6270 as District Designated Funds, and
50% goes to The Rotary Foundation World Fund to provide matching funds for Global Grants

21. How much does the District have to distribute?
DDF for $ 112,870
District Grants
Global Grants
Scholarship
Vocational Training Team
Governor Discretionary Funds (usually a Polio Plus contribution)

22. Resources -- where to find or get help
Handouts from this session
District website
info & form found under site pages>grants
District administrator Dana Kohlmeyer
Rotary website
District individuals:
Mary Beth Seiser
Tom Meiklejohn
John Hein
Gary Ross

23. Wrap-Up Leaving this session – your take-aways:
basic knowledge of what a District Grant is
understand grant requirements
importance of needs assessment, sustainability, stewardship and reporting aspects
sharing with home club and partners
evaluation of the project

24. Questions Thank you! Wrap-Up To do:
Add handouts: old generic app, resources slide, needs assessment packet, areas of focus slide
Slide #16 add showcase helps to enter data
Add flare to each slide
Questions
Thank you!