1. GRANT MANAGEMENT WORKSHOP
DISTRICT GRANTS

2. What is The Rotary Foundation?
The Rotary Foundation exists to empower Rotarians to channel their passion and realize their vision for a better world, together. We all get to be a part of that vision.

3. Key Outcomes Qualify to receive District Grant funds
Review Grant requirements
Identify resources from the District and RI

4. Club Qualification – Club Member Training
District Grant Management Course Outline
Understand Grant requirements
Comply with Grant stewardship controls
Adhere to Rotary’s humanitarian and educational principles.
Safeguard donor funds.

5. Where do District and Global Grants Funds come from?
The Rotary Foundation
Where do District and Global Grants Funds come from?

6. Annual Fund Giving (2016-17 Contributions)
$518,484
DDF:
$259,242
World Fund:
$259,242
Global Grant:
$129,621
District Grant:
$129,621

7. Funding – Per Capita Giving - CHANGE
Club Contribution
District Match
Under $100
$5,000
up to $2,500
Over $100
$2,500

8. District Grant Timeline - CHANGE
July 1 – Round 1, Clubs Submit applications online opens in DACdb December 1 – Round 2, Clubs may apply for second grant. February 1 – Round 3 (if funds available) As soon as Clubs are notified of grant approval they may start a project

9. Club Qualification Club must be ”good standing”
Current on dues to RI and District
Current on all District and Global grant reports
Current on all IRS reporting
A club member must attend this training

10. Club Qualification - MOU
Current Memorandum of Understanding
Renew every Rotary year
Submitted before applying for a grant
Agreement to comply with proper legal, financial and stewardship controls of grant funds.

11. Stewardship - Conflicts of Interest
Your club must avoid actual or the appearance of any conflict of interest: Funds can be used for any qualifying purpose other than to directly benefit a Rotarian, an employee of a club, district, or RI, or a direct relative of a Rotarian or an employee.
“A conflict of interest is a relationship among individuals through which an individual involved in a program grant or award causes benefit, or could be perceived to cause benefit, for such individual or such individual’s family, personal acquaintances, business colleagues, business interests, or an organization in which such individual is a trustee, director, or officer.”
All conflicts of interest must be disclosed, even if nothing happened
• If an outside observer can reasonably conclude there MIGHT be a conflict of interest, this should be accounted for
• Disclose the problem and the resolution
• Get approval from an outside party (District Leaders)
For example a small club wishes to buy computers for the local school – and they will work with the students on a project – but they wish to buy them from a member of the club who has a computer store and will give them a discount. One way around this is to get other bids so it can be shown that the Rotarian is actually the best way to go.

12. Stewardship - Documents
Clubs must document and report on expenditure of all grant funds and retain records as outlined in MOU.
Final Report are due within 30 days of completion date specified on application.
The District must report on DDF expenditures for the district by the end of the fiscal year.

13. Stewardship – Grant Modifications
Changing the scope of the approved project
  Approval is required BEFORE changing the scope of the approved project and funds are expended.

14. Stewardship – Final Audit- CHANGE
Modification of the financial plan Refunds to the District are required only if the under-expenditure results in a club expense that is less than the District match, if the activity of the grant is clearly incomplete, or if the grant is modified in such a way as to not comply with RI requirements:
 Refunds  to the District are require only if the under-expenditure results in a club expense that is less than the District match, if the activity of the grant is clearly incomplete, or if the grant is modified in such a way as to not comply with the following RI requirements:  
A.Bring benefits to at least 6 people
B.Short-term in nature, local or international
C.Active participation by Rotarians
D.Promote awareness of Rotary

15. District Grants
What qualifies for a 5100 District Grant?

16. District Grants

17. Projects Eligible for Funding
Bring benefits to at least 6 people
Short-term in nature, local or international
Active participation by Rotarians
Promote awareness of Rotary

18. What does “active Rotarian participation” mean?
Workshop Exercise
What does “active Rotarian participation” mean?

19. Projects not Eligible for Funding
Supporting fundraising events or activities
Operating or administrative expenses of another organization.
Unrestricted cash donations to another entity.
Public relations activities.

20. Sample District 5100 Grants
Dictionary Grants
Scholarship programs in Central America
After-school programs
Food Bank
Holiday parties for low income and homeless
Park Improvements

21. Help Resources on the District Website District Grant Committee:
Christine Huot (application)
Frank Appel (reports)
Susan Winterbourne

22. District 5100 Website

23. Click on Grant Programs from Dropdown

24. Grants Programs Page

25. Applying for a Grant
All District Grants application are on-line via DACdb.

26. Questions?
Remember to have your club get credit for your completing this training, and qualify for District Grants you must With Name, club and date training completed.

27. Thank You for all YOU do for Rotary and The Rotary Foundation
Rotarians Rock!
Thank You for all YOU do for Rotary and The Rotary Foundation