1. Global Grants In Depth – Fredericksburg, VA
District 7610 Training
Global Grants In Depth – Fredericksburg, VA
September 16, 2017
This presentation will provide: an overview of:
An overview of Global Grants
The Six Area of Focus
D7610 Qualifications
Review Ten Ways That You Can Improve Your Global Grant Application

2. Agenda for Global Grant ‘In Depth’
Why use the Global Grant?
Financing Using the The Rotary Foundation is powerful Leverage the resources available!
Three ‘Basic’ Ways to fund a $30,000 Global Grant
Cycle of Funds; Annual DDF
7610 Advanced Financing (Using More DDF in exchange for Annual Shares Contribution)
Global Grant Calculator
Host Club Necessities
Due Diligence
7610 GG Resources
Global grants support large international activities with sustainable, measurable outcomes in Rotary’s areas of focus.
A key feature of global grants is partnership, between the district or club where the activity is carried out and a district or club in another country.
Both sponsors must be qualified before they can submit an application.
The minimum budget for a global grant activity is $30,000.
The Foundation’s World Fund provides a minimum of $15,000 and maximum of $200,000.
Clubs and districts contribute District Designated Funds (DDF) and/or cash contributions that the World Fund matches.
DDF is matched at 100% and cash is matched at 50%.

3. Why use the Global Grant system?
Leverage Financial Resources from The Rotary Foundation (TRF)
Solve humanitarian problems; both domestic and overseas
Involve your Rotary Club, Local District, Overseas Club, Overseas Districts, & TRF
Create a beneficial program that has a long-term sustainable impact
These projects can save lives, give people healthier lives, and improve their local economies
Global grants support large international activities with sustainable, measurable outcomes in Rotary’s areas of focus.
A key feature of global grants is partnership, between the district or club where the activity is carried out and a district or club in another country.
Both sponsors must be qualified before they can submit an application.
The minimum budget for a global grant activity is $30,000.
The Foundation’s World Fund provides a minimum of $15,000 and maximum of $200,000.
Clubs and districts contribute District Designated Funds (DDF) and/or cash contributions that the World Fund matches.
DDF is matched at 100% and cash is matched at 50%.

4. Financing Your Global Grant
There is no ‘right’ way to fund your global grant
Talk to your club, your District, your Host (overseas) Club, & your Host (overseas) District to find availability of funds
Band together with other Rotary Clubs to form alliances and further leverage funds
Next we’ll look at three different examples illustrating how to finance a $30,000 global grant
Global grants support large international activities with sustainable, measurable outcomes in Rotary’s areas of focus.
A key feature of global grants is partnership, between the district or club where the activity is carried out and a district or club in another country.
Both sponsors must be qualified before they can submit an application.
The minimum budget for a global grant activity is $30,000.
The Foundation’s World Fund provides a minimum of $15,000 and maximum of $200,000.
Clubs and districts contribute District Designated Funds (DDF) and/or cash contributions that the World Fund matches.
DDF is matched at 100% and cash is matched at 50%.

5. 3 Ways to Fund a $30,000 Project: #1
Future Vision Grants Management Workshop-Fall 2012
3 Ways to Fund a $30,000 Project: #1 NO
OVERSEAS CONTRIBUTION
Contribution RI
Total
Your Club:
10,000
5,000
15,000
Your District:
7,500
Total Grant:
30,000
These examples demonstrate how various humanitarian and educational activities may be carried out using District Grants and Global Grants. You can see from the examples that districts will have great flexibility in selecting the activities they choose to administer through District Grants. As Global Grants are larger and more complex, clubs and districts will have greater support from Foundation staff in developing and administering these projects and activities.
HIGHLIGHT A FEW EXAMPLES…
Global Grants

6. 3 Ways to Fund a $30,000 Project: #2
Future Vision Grants Management Workshop-Fall 2012
3 Ways to Fund a $30,000 Project: #2
SMALL OVERSEAS CONTRIBUTION
Contribution RI
Total
Overseas Club:
100 50
150
Overseas District:
1,000
2,000
Your Club:
8,000
4,000
12,000
Your District:
7,925
15,850
Total Grant:
30,000
These examples demonstrate how various humanitarian and educational activities may be carried out using District Grants and Global Grants. You can see from the examples that districts will have great flexibility in selecting the activities they choose to administer through District Grants. As Global Grants are larger and more complex, clubs and districts will have greater support from Foundation staff in developing and administering these projects and activities.
HIGHLIGHT A FEW EXAMPLES…
Global Grants

7. 3 Ways to Fund a $30,000 Project: #3
Future Vision Grants Management Workshop-Fall 2012
3 Ways to Fund a $30,000 Project: #3
LARGE OVERSEAS CONTRIBUTION
Contribution RI
Total
Overseas Club:
1,000
500
1,500
Overseas District:
5,000
10,000
Your Club:
4,000
2,000
6,000
Your District:
6,250
12,500
Total Grant:
30,000
These examples demonstrate how various humanitarian and educational activities may be carried out using District Grants and Global Grants. You can see from the examples that districts will have great flexibility in selecting the activities they choose to administer through District Grants. As Global Grants are larger and more complex, clubs and districts will have greater support from Foundation staff in developing and administering these projects and activities.
HIGHLIGHT A FEW EXAMPLES…
Global Grants

8. 3 Ways ‘Basic Ways’ to Fund a $30,000 Project
Future Vision Grants Management Workshop-Fall 2012
3 Ways ‘Basic Ways’ to Fund a $30,000 Project NO
OVERSEAS CONTRIBUTION
Contribution RI
Total
Your Club:
10,000
5,000
15,000
Your District:
7,500
Total Grant:
30,000
SMALL OVERSEAS CONTRIBUTION
Overseas Club:
100 50
150
Overseas District:
1,000
2,000
8,000
4,000
12,000
7,925
15,850
LARGE OVERSEAS CONTRIBUTION
500
1,500
6,000
6,250
12,500
These examples demonstrate how various humanitarian and educational activities may be carried out using District Grants and Global Grants. You can see from the examples that districts will have great flexibility in selecting the activities they choose to administer through District Grants. As Global Grants are larger and more complex, clubs and districts will have greater support from Foundation staff in developing and administering these projects and activities.
HIGHLIGHT A FEW EXAMPLES…
Global Grants

9. Global Grants – How the Money Flows
Extra Annual Shares from Global Funds
Paul Harris Society
7610 Annual Shares
to The Rotary Foundation
$500,000
2014/15 Rotary Year
Every Rotarian, Every Year (EREY)
Sustaining Members
50% Returned to 7610 in 3 Years
$250,000 to the District Designated Fund (DDF)
2017/18 Rotary Year
District Grants
$125,000
Global Grants
$125,000
This is today’s discussion.

10. The Power of DDF Financing
Using Club Financing Only:
$20,000 Club(s) Cash Contribution (must add 5%/ $1,000 admin)
$10,000 TRF Match (50% Match)
$30,000 Total Budget
Positives: Won’t Depend on District for DDF
Negatives: 50% TRF Match, Admin Fee, Takes Longer to Process
Using DDF Financing:
$15,000 DDF (Exch. for 50% or 7.5K to Annual Shares TRF)
$15,000 TRF Match (100% Match)
Positives: No Admin Fee, Quicker to Process, Funds Annual Shares, which in return comes back in 3 years (more DDF)
Negatives: Limited DDF Each Year; coordinate with Club Presidents, still have to raise $
Global grants support large international activities with sustainable, measurable outcomes in Rotary’s areas of focus.
A key feature of global grants is partnership, between the district or club where the activity is carried out and a district or club in another country.
Both sponsors must be qualified before they can submit an application.
The minimum budget for a global grant activity is $30,000.
The Foundation’s World Fund provides a minimum of $15,000 and maximum of $200,000.
Clubs and districts contribute District Designated Funds (DDF) and/or cash contributions that the World Fund matches.
DDF is matched at 100% and cash is matched at 50%.

11. Future Vision Grants Management Workshop-Fall 2012
Host Club Necessities
Club experience in grant writing
Discuss Host Club with The Rotary Foundation (TRF)
Are they willing to vouch for local contractors?
Club communication (via phone, , and /or Skype are essential)
Do they understand permits/ legal constraints?
Communicate with Host District
Patricia Velkoff: Are responses timely and complete? Are they willing to vouch for contractors and other cooperationg organizations? Do they understand permits and legal constraints? Are they willing to provide before and after time-stamped photos?

12. Future Vision Grants Management Workshop-Fall 2012
Due Diligence
Review Host Club’s past grant experience
Open up dialogue with contractors
Consider traveling to the project location
Establish metrics to measure progress/successes
Request feedback from all parties involved
Make an MOU for all parties responsible
Patricia Velkoff: Anticipate problems and how you will handle them. Ask hard questions: when would you recommend firing a contractor? What Club challenges would lead you to not work with a Host Club again?

13. Global Grant Calculator
Global grants support large international activities with sustainable, measurable outcomes in Rotary’s areas of focus.
A key feature of global grants is partnership, between the district or club where the activity is carried out and a district or club in another country.
Both sponsors must be qualified before they can submit an application.
The minimum budget for a global grant activity is $30,000.
The Foundation’s World Fund provides a minimum of $15,000 and maximum of $200,000.
Clubs and districts contribute District Designated Funds (DDF) and/or cash contributions that the World Fund matches.
DDF is matched at 100% and cash is matched at 50%.

14. Global Grant Resources - RI
A Guide to Global Grants (PDF)
Areas of Focus Policy Statements (PDF)
Cooperating Organization Memorandum of Understanding (DOC)
Global Grant Application Supplement for Microcredit Projects (DOC)
Global Grant Application Template (DOC)
Global Grant Calculator (XLS)
Global Grant Monitoring and Evaluation Plan Supplement (PDF)
Global Grant Report Supplement for Microcredit Projects (DOC)
Global Grant Scholarships Supplement (PDF)
How to use the Grant Center (PDF)
Lifecycle of a Project
Six Steps to Sustainability (PDF)
Terms and Conditions for Rotary Foundation District Grants and Global Grants (PDF)
Training Plan for Global Grants (DOC)
Vocational Training Team Itinerary (DOC)
Web-based Tools:
Start your grant application
Take a course in the Learning Center
Rotary Grants: Building a Global Grant
Orientation for Scholars and Vocational Training Teams
Discussion groups
Find your Rotary grant officer (PDF)
RESOURCES
The following resources are available to assist you as you complete your global grant application:
Grant Management Manual
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

15. Global Grant Resources – District 7610
District Points of Contact
Andrew Wade
Bob Jansen
Jim Church
Bill Krist
Renee Reiling
RESOURCES
The following resources are available to assist you as you complete your global grant application:
Grant Management Manual
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

16. All questions are good questions
Questions and Answers
All questions are good questions
RESOURCES
The following resources are available to assist you as you complete your global grant application:
Grant Management Manual
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