1. D5890 Foundation Seminar Sept 8, 2007

2. Humanitarian Grants Program 2007-08
Matching Grants support international service projects involving Rotary clubs or districts in two or more countries. $5,000-$25,000 AND $25,001 - $150,000
Volunteer Service Grants subsidize travel for humanitarian service in Rotary countries. $3,000 - $6,000. Minimum stay at site – 5 days.
District Simplified Grants support short-term humanitarian projects that benefit OUR community. Applications for DSG funds are due DEC. 15, The amount granted by TRF to the District depends on the annual contributions from the Rotarians of D5890, three years prior.
Health, Hunger, and Humanity Grants (3-H) fund long-term, self-help, and grassroots development projects. $150,000 plus.

3. Matching Grants
To assist Rotary clubs and districts in carrying out humanitarian projects
Basic Matching Grants:
US $5,000 - $25,000
Applications from Jul 1 – Mar 31
Competitive Matching Grants:
US $25,001 - $150,000
Applications due by Aug 1 for Oct/Nov Trustee meeting or Jan 1 for Mar/Apr Trustee meeting
The Rotary Foundation matches from World Fund
$0.50 match for every $1 cash contribution
$1 match for every $1 from District Designated Funds

4. Cash
DDF
Total
Enter Cash contributions
5,400
14,500
19,900
Enter DDF contributions
TRF Award
2,700
17,200
Budget
[1:2]
[1:1]
37,100

5. DSG – District Simplified Grants
District Simplified Grants are a tool for Rotary districts to support short-term, humanitarian projects that benefit the community. Districts can request up to 20 percent of District Designated Funds (DDF) for a grant to support multiple projects locally or internationally.

6. District Simplified Grants
To support service projects in the
local community
One grant per year per district from TRF
The district administers the grant to local area clubs
For local or international use
Reports due two weeks after project is finished
Applications due Dec 31, 2007
Can be individual club projects or for clubs to combine their efforts to complete a large project and involve co-operating organizations. E.g. East End Montessori School and playground with St. Luke's Charities $25,000 DSG became a $100,000 project
Overview of District Simplified Grants

7. Clubs interested in receiving DSG funds must contact their district leadership.
Funds are only made available to the district. And the district grant committee administers funds for club projects

8. The Importance of Reporting DSG’s
Delays from clubs result in delays of the next grant. i.e. Suzi’s DSG funds were not received from TRF until May 2007 because the DSG from Charlie’s year was late.
DSG funds for Jeff won’t be released until an interim report for Suzi’s DSG is accepted by TRF. (in process)
DSG for Rhonda won’t be received until Suzi’s DSG is closed, and 50% of Jeff’s DSG is spend and an interim report is accepted by TRF.

9. Volunteer Service Grants (VSG) Eligibility for travelers is based on
A defined community need;
A need that can be met by the experience and skills of the Rotarians/team; and
An understanding that the skills and experience are not available in the community.
4) Must be at the site for a minimum of 5 days. Amount $3000-$6000.
3–H Grants -Health, Hunger, and Humanity
1) Awarded to fund large international long-term, self help, and grassroots development projects that use an integrative approach to address humanitarian needs.
Individuals traveling on their own must be Rotarians. A small teams (up to 5) may be Rotarians and qualified spouses

10. Getting Started FINDING INTERNATIONAL PARTNERS THROUGH:
GSE Teams
Friendship Exchanges
Youth Exchange
Rotary Scholars.
$100 required from host club (club receiving the $$)
3 Contacts from host and sponsoring clubs
READ the application and fill it out COMPLETELY
Terms and Conditions

11. Eligibility Guidelines
Grant funds must not be used for:
Establishment of foundation or trust
Personal benefit
Construction or renovation of any structure in which individuals live, work, or engage in any gainful activity.
Reimbursement of existing project
Excessive support of beneficiary
Inauguration parties or meetings
Salaries for individuals working for another organization
For a more complete list visit:
Grant funds may not be used for the additional following items:
Establishment of a foundation, permanent trust, or interest-bearing account
Personal benefit of a Rotarian or family member of a Rotarian
Projects that duplicate a TRF or RI program
Projects already undertaken and in progress, an existing project, activities primarily sponsored by a non-Rotary organization, or projects that are already completed
Excessive support of any one beneficiary
Inauguration parties or meetings

12. Effective Communication
Know project partners
Understanding government situation, natural disasters, political or religious unrest
Anticipate cultural misunderstandings
Discuss problems openly and freely
Communicate in a timely manner
Practice patience and good humor
Communication is the foundation of any successful partnership. What are the keys to success for effective communication?
Know your project partners
A partnership should be established before an application is submitted. Your international sponsor is a partner in the project. EXAMPLES: RUSSIAN GOVERNMENT POLICY OF WITHHOLDING 30%., NATURAL DISASTERS – CAN CREATE DIFFICICULTY IN COMPELTING THE PROJECT, RELIGIOUS OR POLICIAL UNREST – MAOIST INSURGENTS IN NEPAL.
Anticipate cultural misunderstandings
Understand that international partnership may include cultural misunderstandings. Be ready to try different ways of communicating your message
Discuss problems openly and freely
With this, make sure that you communicate your problems as well as your successes. The intent of international partnership is to foster support and understanding. Your partner may have a solution.
Communicate in a timely manner
Partners expect to be treated as equals. Even though they are often not able to be in country, they greatly appreciate timely communication.
Practice patience and good humor
Humor and Rotarian empathy helps the process

13. Common Mistakes Authorizations and signatures
District grants subcommittee
Club presidents signature
Not defining “Active Rotarian Participation:
Don’t send your application directly to TRF – must go through District Grant Committee (that’s me and my gang)
DRFC signature if DDF involved (D’Lisa Simmons)
Not reading or paying attention to what TRF sends to you after they receive it. i.e. signing terms and conditions and the Payee information forms.
Bank Statements with closing reports
Timeliness: July 1 to March 31
Review Eligibility Guidelines – what’s allowed
Legible. NOT HAND WRITTEN if at all possible
downloadable in a WORD document from
Don’t wait until March to start. Start NOW!

14. Process Timeline Identify and design your project
COMPLETE application – now to March 31
TRF Assigns a GRANT NUMBER and include:
Terms and Agreement Form – All conditions must be meet within six months of approval or it will be withdrawn.
Promotional Guide (to send to newspapers, etc)
PH Recognition Form
Sponsor Contribution Chart (banking information)
Reporting requirements and forms
Allow 4-5 weeks for TRF for funding
Interim reports every 12 months
Final report within two months of completion.
(refer to hand out)

15. When TRF Reports Are Due
Progress reports are due every twelve months for the life of the project. (after funding)
Final report is due within two months of the project’s completion.
All reports MUST include copies of bank statements and receipts.
Please note that the first report is due twelve months after the paid date of the grant. Subsequent reports are due at least every twelve months from the date when the previous report was received at TRF. The final report is due within two months of the project’s completion.

16. KEY INGREDIENT FOR ALL GRANTS:
REPORTING
DO WE GET REPORTING?
What’s the consequences of NOT REPORTING?

18. DOOMSDAY !
Clubs or districts that have sponsored grants and have NOT reported on the use of grant funds for 21 months or more will be posted on the RI website. ANY club that has overdue reports will be ineligible to participate in Humanitarian Grants. (EVEN ONE!)
If 30 months or more have passed, TRF will recommend to the RI Board of Directors, TERMINATION of the appropriate sponsoring clubs.
Districts and their clubs that are less than 70% current on two consecutive semi-annual reports will be suspended from participation in the Humanitarian Grants program.
New Grants will not be accepted until reporting is current and correct.

20. QUESTIONS? TRF Call Center: 1-866-9ROTARY (that’s 1-866-976-8279)
staffed by experienced Foundation personnel
Cecile Schutter
West U Rotary Club
fax