1. District 6440 Rotary Foundation Grant Management Seminar for 2018-19

2. Regional Success Seminar 6-23-12 Future Vision
IT’S ALL ABOUT…

3. Grants Committee
Supports club’s efforts to engage in humanitarian projects locally and globally
Manages the District Designated Funds (DDF)
Administers the District Grants process
Facilitates Global Grants
Provides assistance with understanding TRF and district policies
Consults as needed to facilitate all facets of the project life cycle

4. Grants Committee –

5. Grants Committee –
Chair PDG Ellen Young Lake Forest-Lake Bluff
District Grants Mary Bak Glenview Sunrise
Scholarships Jim Bradley Wheeling

6. Grant Policies and District Designated Funds (DDF)
Sarah Oliver
District Foundation Chair Wilmette Harbor Rotary Club

7. Grant Policy Changes
Key Requirements for Clubs to Receive Matching Funds (DDF) for District and/or Global Grants in
Clubs must be current on all grant reports (District and Global Grants)
Clubs must have entered the following goals into Rotary Club Central:
Foundation – Annual Fund – SHARE
Foundation – End Polio Now
Membership

8. Grant Policy Changes
Instead of a domestic or international District Grant, clubs may elect to contribute an amount as high as their club’s maximum District Grant DDF match to End Polio Now. That contribution will be matched by District 6440 DDF 1:1
Sponsors of Global Grants may apply for a special community needs assessment District Grant to fund that activity. Requests will be evaluated by the Grants Committee.

9. Annual Fund Giving “Give More to Finance More Projects”
Everything starts with Annual Fund – SHARE Giving
50% of the Annual Fund – SHARE Giving is provided as DDF match to the District three years later
Our Total District level Annual Fund – SHARE Giving is on a downward slope
We need more in DDF match funds to have more projects
“Give More to Finance More Projects”

10. DDF Match Policy
The total requested DDF match may not exceed 50% of a club’s contribution to the Annual Fund - SHARE of The Rotary Foundation from three years ago (e.g., grants are based on contributions to Annual Fund – SHARE)

11. DDF Match Policy DDF Match : Club Cash = 1:1
Maximum DDF per Global Grant Project/year - $25,000

12. The impact of matching …
Without considering restrictions …
Club cash: $ (28.6%)
District match: $1.00
Foundation match: $1.50
Total Rotary Foundation match: $ (71.4%)
Total Project Budget $ (100%)
ONE CLUB DOLLAR HAS TURNED INTO
THREE DOLLARS AND FIFTY CENTS
OF PROJECT FUNDING!

13. Power of Matching Total Project Budget $70,000
Club Cash $20,000
DDF Match (D-6440) $20,000
TRF Match (cash) $10,000
TRF Match (DDF) $20,000
Total TRF Funds for Matches $50,000
Project Budget times club cash (for D-6440)
TRF match amount $50,000 (70%+ of the total budget)
“TRF plays a significant role in financing the project”

14. Eligible DDF Match
50% of your Club’s contribution to The Rotary Foundation Annual Fund for
is equal to
Your maximum Eligible DDF match for Global Grants in less the DDF match applied to a District Grant

15. Funding Components of 2013-14 Approved Global Grants
Budget
__________________
TRF Funding
TRF Funding = DDF + TRF Match

16. DDF Eligibility List
Provides information about unused “Eligible” DDF for each club after taking into account Commitments made for District Grants and/or Global Grants – Posted on website
DDF Eligibility List sent to club leaders and GMS participants on February 11

17. Your game plan?
Refer to the DDF Eligibility list to identify your club’s eligibility amount for
Allocate the total DDF eligibility between a District Grant and/or Global Grants
Apply for a District Grant no later than June 11, 2018
Please coordinate the budget allocation process between your various Committees

18. Grants Committee Chair – 2018-19 Lake Forest-Lake Bluff Rotary Club
Resources
Ellen Young
Grants Committee Chair –
Lake Forest-Lake Bluff Rotary Club

19. Resources myrotary.org
Guide to Global Grants
How to Use the Grant Center
Learning Center
Rotary Support Center
Grants staff
The following resources are available to assist you as you complete your global grant application:
Guide to Global Grants
A handout that walks you through the steps of using the online system to apply for a global grant
Rotary’s Learning Center
Rotary Support Center
Grants staff

20. Resources rotary6440.org TRF- Club Memo of Understanding
District 6440 Rotary Foundation Grant Policies
District Designated Funds (DDF) Resource File
District Grants - Frequently Asked Questions (FAQs)
Global Grant Application Form - Word format
Global Grant Funding Tutorial Video

21. Sustainability

22. Grant Communications Telling the Story
Marianna Zeidler
Communications Coordinator
Lincolnshire

23. Renée Reiling Regional Grants Officer The Rotary Foundation
Club Qualification
Renée Reiling
Regional Grants Officer
The Rotary Foundation

24. Club Qualification
Agree to implement the club qualification MOU – Read, Understand, and Abide by it
Send at least one club member to a Grant Management Seminar held by the district, but ideal to have more than one knowledgeable person per club
Complete additional District requirements
Up-to-date on grant reports
Key goals entered in Rotary Club Central
To learn more go to rotary6440.org:
Clubs that want to apply for global grants must also be qualified. Districts are responsible for qualifying their clubs each year. To become qualified, your president and president-elect must:
Agree to implement the club qualification MOU
Send at least one club member to a grant management seminar held by your district
Complete any additional steps that your district requires
Your club must qualify each year if you plan to apply for global grants.

25. International Scholarships
Global Grant Scholarships
and Rotary Peace Fellowships
Jim Bradley Scholarships Chair – Wheeling Rotary Club
Basically I will review three area of study:
Jill Brickman, our Peace Fellows Chair had another important commitment so I will be filling in for her today on Peace Fellow information.
Global Grants Scholarships
Peace Fellowships
Three month Professional Development Certificate Program
15 to 24 month Master Program

26. Global Grant Scholarships Overview
$30,000 Minimum
Graduate level - one to four years of study in one of six areas of focus
Sponsoring club in District 6440; host club overseas in country of study
New strict filing deadline of June 30
GLOBAL GRANT SCHOLARSHIP
This is a $30,000 minimum Graduate Level Scholarship Grant-100% paid by The Rotary Foundation. The provides for one to four years of study
Your Club would Sponsor the Grad Student and there would have to be a foreign host club responsible for the Grad Student.
In order to qualify all necessary form and information must be received by RI by June 30

27. 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
These are the GLOBAL GRANTS Areas of Focus. Therefore the Master’s Certificate would have to be awarded in one of these area of study. As you can see, they are broad areas of Humanitarian studies.

28. Global Grant Scholar Requirements
Lives in District 6440
Undergraduate degree
Completed community service
Academic & professional achievements
Demonstrated leadership ability in career and volunteer work
Foreign institution acceptance
Club sponsorship & foreign host club
What are the Scholar’s requirements?
Student must reside within District 6440 boundaries
Student must have completed an undergrad degree
have done some community service
Have shown academic and professional achievements
Leadership ability in career and volunteer work
Be accepted for studies in the Foreign University
As I mentioned on one of the prior overheads both District 6440 Club and Foreign Host Club Sponsorship

29. Peace Fellowships Overview
Each year, Rotary selects up to 100 professionals from around the world, 50 for each of the two programs
Funded by the Foundation
Three-month Professional Development Certificate Program in Bangkok,Thailand OR
15 to 24 months master’s degree programs at one of five Rotary Peace Centers for Studies in Peace and Conflict Resolution
Refer qualified candidates to the District 6440 Peace Fellow Chair
PEACE FELLOWSHIPS- THREE MONTH PROFESSIONAL DEVELOPMENT CERTIFICATE TWO YEAR MASTER’S DEGREE If you are working with District or Global Scholarship
Grants most likely the Peace Scholarship will be talked about. If interest is shown from a qualified person refer the interested person to the District 6440 Peace Scholarship Program Chair.

30. Peace Fellow Requirements
Undergraduate degree
Strong academic background
Proficiency in English, second language strongly recommended
Excellent leadership skills and practical experience
Thorough professional and academic achievements and/or community service, demonstrated commitment to international understanding and peace
Peace Fellow Requirements: What does a qualified individual look like?
P A U S E
As you can see Rotary is looking for the best of the best to make sure our money is being invested wisely.

31. 3-Month Peace Fellow Certificate Program
Location - Chulalongkorn University, Bangkok, Thailand
Requirements
Five years full-time work experience
Current full-time employment in mid to upper-level position
Commitment to peace building
Demonstrated leadership ability in academic & professional achievements
LAUREN MARKHAM STORY
3-MONTH PEACE FELLOW CERTIFICATE PROGRAM
Only available at one University in Bangkok Thailand
Requirements:
Five Years full-time work experience
Mid to Upper Level - Full time employment
Commitment to Peace building
Have demonstrated leadership in academic and professional achievements

32. Peace and Conflict Resolution 15 to 24 Months Master’s Degree
Locations
Duke University & University of North Carolina
International Christian University
University of Bradford
University of Queensland
Uppsala University
LINDA LOW STORY
Two-Year Masters Degree in Peace and Conflict Resolution
Locations are at 6 different Universities- Five different locations
North Carolina
Austrialia
England
Japan
St Lucia (Eastern Caribbean island nation)
Sweden

33. Peace and Conflict Resolution 15 to 24 Months Master’s Degree
Requirements
Three years of relevant paid or unpaid work experience
Commitment to international understanding
Demonstrated leadership ability in academic and professional achievements
Requirements
1. 3 years work experience
2. MOST IMPORTANT- COMMITMENT TO INTERNATIONAL UNDERSTANDING
3. Leadership ability

34. Global Grant Sponsor Club Responsibilities
Applications on District website
Accept Applications
Screen candidates
Review written materials
Interview candidates
Orient candidates to Rotary
Invite candidates to club meetings
Refer candidates to Global Scholarship Chair
This is a unique opportunity Rotary is offering with these scholarships. The District is looking for exceptional individuals to be awarded these scholarships. As was shown in an earlier overhead the Global Grant scholarships support scholarships for graduate students studying abroad in one of the six areas of forcus. The Global Grant budget must total a least US $30,000. TRF is asking our help in choosing the candidates therefore, with that comes the responsibility of selecting outstanding applicants. Find a qualified Global Scholarship Candidate. Let’s work together on a Scholarship. Club size makes no difference. You small clubs hang on to your DDF. Let’s find a scholar and put a project together where he is going to school.

35. Global Grant Scholarship Sponsor Club Responsibilities
Liaison with Rotary
Approve payments
Final report to district and Rotary Foundation
TRF is dependent on the Club who recommends the candidate to follow up on their chosen Scholar. It is your responsibility to follow through and conclude the final report upon completion of the scholarship. AND I REMIND YOU THE FOUNDATION IS GOING TO BE TOUGH ON FILING DEADLINES, THEY WILL HAVE A LOT OF BUCKS RIDING ON YOU AND YOUR CANDIDATE.

36. Contacts Global Grant Scholarships Peace Fellows Jim Bradley
Peace Fellows
Jill Brickman
OK FELLOW ROTARIANS LET’S MAKE IT HAPPEN!

37. Questions?

38. Internet Login Connect to Harper Network: Harper_Public No password
Go to
Click on Member Area and login

39. Mary Bak District Grants Chair, 2018-19 Glenview Sunrise Rotary Club

40. District 6440 District Grant Basics
April 12, 2014 District 6440

41. PLAN: Know the Basics District Grants are Administered by 6440
They can be used anywhere in the World
You can submit one District Grant request
You must be authorized to apply
The whole idea of District Grants is to allow each Club an opportunity to do smaller projects with less adminstrivia than larger Global Grants. These grants have tremendous flexibility and can be used for local or international projects across a wide range.
Want to do a Shelter Box, can do!
Want to fund a scholarship, can do!
Want to plant a garden to benefit a local homeless shelter, can do!
Want to promote reading projects in your local schools, can do!
You can partner with other clubs or not.
Because these grants are administered by our District, you get faster results. We expect to have funds approved by TRF in late July and available for distribution in August.
While this year, District Grants do not have a sustainability requirement, they do need to align with Rotary’s Mission and if $2500 or more with the Focus Areas of The Rotary Foundation.
If the District has enough money we will fully fund your club grant request. If not, you will receive a pro-rata match based on the amount available.

42. Grant Writing Process
PLAN
APPLY
FOLLOW-UP
ASK FOR HELP

43. PLAN: Are You Authorized to Apply?
Did you Attend a Grant Management Seminar?
Did the Club submit its Memorandum of Understanding? Due March 1, 2018
Has your club president-elect entered your club’s Membership, Foundation- Annual Fund-SHARE and EPN Goals for into Rotary Club Central?
Has your club filed its Individual Project Report for your District Grant?
When you click on the District Grant Application do you get a live screen?
If you are sitting here now and and stay until the end of the session, sign out, then Check off the first dot point.
If you don’t know the answer to this, ask your President Elect or us and we’ll let you know. If they have not filed their MOU, get a copy of it today!!!
One note, the District will allow Clubs to have the President Elect and either the President Nominee or Club Secretary sign the MOU. This needs to happen by March 1, 2018, so do it today!!!
New this year: Enter your Membership, Foundation (Annual Fund-Share, and EPN) goals into Rotary Club Central, and file your Individual Project Reports for your District Grant.

44. PLAN: The Money
Your Club’s total District Matching dollars for both District and Global Grants may not exceed 50% of the club’s contribution to the Annual Fund - SHARE of The Rotary Foundation from three years ago (e.g., grants are based on contributions to Annual Fund – SHARE)
New this year, you have been provided with information about what the District will match for District and Global Grants, based on your Clubs’ Annual Fund-Share contribution in
No designated funds count such as Paul Harris
If you ask for more than you contributed, we will knock the amount down.—DON’T MENTION IN PRESENTATION

45. District Match Calculation for a District Grant
Based on Club’s SHARE contribution in
50% of the SHARE contribution is available to the District for DDF
50% of the District DDF is available for District Grants
Max. District Grant per D6440 policy is $3200, minimum is $500
Handout provided to you that shows the exact amount of funds available for District Grant match.

46. Matching Grant Example
Algonquin- no SHARE contributions in = no matching grant eligibility
Antioch-($4200) SHARE contribution in , $2100 or 50% of the SHARE contribution is generated for DDF to the District;, District policy that 50% of that DDF or $1050 is eligible for District Grant matching on a 1:1 match to club cash. Club’s maximum District grant match is $1050
Arlington Heights-Here, the District Grant match is limited to a maximum of $3200
Arlington Heights Sunset- no match will be less than $500, per District policy
Partner with other clubs to increase the scope of your project!

47. Can be either Local or International Need a hands-on component unless:
PLAN: Guidelines
Can be either Local or International
Need a hands-on component unless:
International in scope
Scholarship
Supports Rotary sanctioned organization
Fits The Rotary Foundation Mission
Wow, can this be more flexible? Other than restrictions determined by The Rotary Foundation, you have creative license. Keep your receipts, fill out your completion report and that’s it! New, The Rotary Foundation now allows you to use District Grant money for RYLA

48. PLAN: Pick your Topic
What you see on the screen is a representation of all of the grants we funded this year. Scholarships, food pantries, coats, and kids featured heavily in the grants. We have local grants and international grants. There were an amazing number of wonderful grants that supported our local communities and the larger world.
When you are thinking about what to do for this year, think about some of the things you have done in the past and also ask other clubs what they have done. There is a wealth of knowledge in this room and throughout the District. And to access it, all you have to do is ask.

49. Click on District and Global Grants under Foundation.
APPLY: Where to go
Go to
Click on District and Global Grants under Foundation.

50. APPLY: Where to go Click on the
FILE OR UPDATE APPLICATION FOR DISTRICT GRANTS
You will be asked to login to District 6440-user name and password that you use for your club and Rotary International

51. APPLY Submit a Grant Request
Click on : Submit a Grant Request

52. APPLY: Submit Project Details
On the Details tab, top left corner, Fill out the basic information about your grant
Project Name
Project Year ( )
Sponsoring Club: Your Club
Contact: Your Name (NOTE everyone that is authorized to submit grants will be on the drop down list)
Country
State
Zip
City
Description: A short description of what you are doing for your grant; one sentence. Your headline for your grant
Estimated Budget: This is the total budgeted amount, not just the amount you are requesting from the District
Whoever is listed as contact will get all the on this project through club runner
When you have filled everything out, click Submit

53. Be Sure to Complete the Application
More than Half of the Grants Submitted are Incomplete!!!!
Application Tab Not Completed
Budget Tab Not Completed
No Contact Information Provided
This is a key step in the application process and one of the most frequent initial errors from last year. The heading on the application page warns you, but a number of clubs didn’t follow the direction. If you don’t follow this step and complete your application, you’ll get a note from us. If you still don’t complete this required information, your application will be rejected.
I know this path isn’t intuitive and requires multiple clicking on several menus, but this is ClubRunner! The site works if you follow the guidance provided and does give the District great administrative support. It may not be as streamlined as we wish, but, read the headings and follow the steps!!

54. APPLY: Find Your Grant-View Club Grants
Completing the Details sheet does NOT complete the application. After you have saved the Detail sheet, click on VIEW Club Grants in the top Left corner. Once that opens, find your grant that you just entered. Click OPEN, and then Click on the Application tab.
In the future, you can amend your grant application by clicking on View Club Grants, then finding your grant, opening it, and amending the tab that you choose.

55. APPLY: Complete Application
You do not need to fill out sustainability.
Now you will fill out the application. There are multiple sections and all must be filled out with one exception for the grant to be considered completed
General Description
Community Assessment & Impact
Sustainability- do not need to fill out
Cooperating Organizations
Implementation Plan
Click on the arrow next to the section name to get more information.

56. APPLY: General Description
1) Describe the project and the problem or need it will address. 
2) How long will it take to complete the project?
3) Are there Partnering Rotary Clubs involved with this project?  If so, please list.
EDIT to enter your anwswers and SAVE BEFORE MOVING TO THE NEXT TAB!

57. APPLY: Community Assessment & Impact
Please describe the following:
1) Who is the benefiting community and how it was selected?
2) What is the expected impact of the project when it is completed?

58. APPLY: Cooperating Organizations
If there are organizations other than Partnering Rotary Clubs involved in your project, please provide the following information:
1) Identify the Cooperating Organizations
2) What is the role of the Cooperating Organization (ie funding, implementation assistance, etc.)

59. APPLY: Implementation Plan
1.  Describe specific activities of the sponsoring Rotary Club and any Rotary Club partners in implementing the project:
What will Your Club's members do.  If there are Partnering Rotary Clubs, what will their members do?  (This Hands-on component is required for all District Grant projects unless: a) the project is international,  b) the Grant is being used to fund scholarships, or c) the Grant is being used to fund a Rotary Approved Organization (ie ShelterBox).
2.  For International District Grant Projects, please describe how funds will be under Rotary Club control at all times.
3.  District Grant Funds Distribution Information:  Payment will be made by check.  Please provide the following information:
Payee Name (the Club or the Club Foundation, funds must be under Rotary Control)
Address, including the name of an individual addressee, of where to send the check NO PO BOXES, please
4.  Club Contact for the District Grant:  Please provide the following information:
Name of person most familiar with the grant request
That person's phone number 
That person's  address.

60. APPLY: Complete Budget
Now that you have completed the Application portion of the grant, you can go to the Budget section
Add your budget items
One line for each item all your project financing/income
Eg: supplies vs paper, pens, markers, etc

61. APPLY: Complete Budget
This includes the money from your club, partnering clubs, and the money you are requesting from the district.
THIS IS WHERE WE SEE HOW MUCH YOU ARE REQUESTING FROM THE DISTRICT
What you are planning to spend must not exceed what you are bringing in
Separate lines for each category, but not each item

62. APPLY: Complete Budget
Expenses and Revenues must be equal

63. APPLY: Review All Information
Under the Project Description tab, you can review all the information you have compiled including the project detail, project application, and budget. You can even print it out so you have a copy for your records.
This is the best place to go to review your entire application to ensure that everything is there and you are not missing any information. IF you are missing, something, go back to that section and fill it in.
THERE IS NO FORMAL SUBMIT BUTTON SO ONCE YOU HAVE VERIFIED EVERYTHING IS THERE, YOU ARE DONE
You will receive s letting you know when your grant is approved.

64. GRANTS DUE JUNE 11, 2018

65. CONGRATULATIONS
If you have followed all of these steps, then you have successfully completed your grant application!!!!
Make sure it is done by June 11, DIFFERENT THAN LAST YEAR. NOT JUNE 30!
Go sit down and have a glass of wine and some chocolate. You deserve it!

66. FOLLOW-UP: Sharing News & Information
s are automatically generated to the person who submitted the report. The person submitting the report is responsible for forwarding s to anyone else who needs to know. The system will provide you s at each stage of the process. Some, like one requesting additional information, will require you to make changes to your application. The will include the details of the request, but you can also see it in The Activity Log of your grant.
If you fail to make those changes or provide the information requested, it is likely your grant application will be rejected.
To check on the progress of your District Grant Application, go to the District 6440 Website, go to the District Grants section, click on the “View All Grants” tab and click on your grant. If you click on the “Activity Log” tab you will see the series of communications relating to your District Grant application.

67. FOLLOW-UP: Individual Project Report
Some of you have already completed you projects. If you have, return to your grant for that year and click on it to submit your Individual Project Report. This is a required report for all District Grant Projects. If you don’t complete the report, you will not be eligible to receive additional grants. If you don’t compete it within two years, we will ask you to return the money. So, complete this report as soon as your project is complete. It is important that you keep receipts and accounting of the funds for District Grant projects for 5 years!!! If you are asked for these details and don’t have them, we’ll want our money back.

68. ASK FOR HELP www.rotary6440.org
FIRST GO HERE
If you forget anything or want to learn more, you can go the grants page for more information
On the left are resources for global and district grants including this powerpoint
TRF- Club Memo of Understanding
District 6440 Rotary Foundation Grant Policies
District Designated Funds (DDF) Resource File
District Grants - Quick Reference Guide
District Grants - Frequently Asked Questions (FAQs)
Global Grant Application Form - Word format
Global Grant Funding Tutorial Video
RESOURCES HERE

69. ASK FOR HELP Donna Gulley, District Grants Chair, 2017-18
Northbrook Rotary
Mary Bak
District Grants Chair,
Glenview Sunrise Rotary

70. Questions?