1. Rotary District 5950 Grant Management Seminar February 26, 2015 Refresher

2. Housekeeping

3. What you Know & What you Need

4. Objectives Deepen grant preparation knowledge Share RI grant updates Respond to questions Qualify Your Club!

5. DG Tim’s Welcome Tim Murphy Rotary Club of Edina Rotary District 5950 District Governor Elect

6. Introductions Name Club Grant Experience Year on the coin!

7. Harvest the Knowledge Global Grants TRF District Grants

8. TRF … Fund Buckets Annual Fund Permanent Fund Every Rotarian Every Year Paul Harris Major Donors Benefactors Bequest

9. Programs … District Designated Funds (DDF) Minimum 50% to Global Grants Remainder District Grants Scholarships Vocational Training Teams

10. Programs … Tomorrow Peace Fellows Polio Plus

11. 2014-15 DDF Allocation TRF Allocation from 2011-12 $ 293,346 50% Global Grants 146,673 50% District Grants 146,673

12. How Clubs Qualify … District & Global Grants At least one club member attends a GMS annually Club files MOU with District 5950 Club must be current on all reporting requirements

13. Grant Project Essentials

14. Global Grants Large International > $35,000 total 10,000 One or more 5950 Clubs 10,000 District 5950 Match 100 Host Club Minimum 10,000 TRF Match of District (100%) 5,050 TRF Match of Clubs (50%) 35,150

15. Global Grants Process 1.Contact Global Grants Chair, Todd Bollig 2.Connect with assigned Grant Mentor 3.Follow timelines and due dates 4.Identify Host Rotary Club 5.Conduct Needs Assessment with the project Community Leaders and Host Club Rotarians

16. Global Grants Process 6. Look for Collaboration possibilities 7. Determine Sustainability 8. Start online Application Draft – DO NOT AUTHORIZE until approved by District 5950 9. DO NOT start project until TRF Approves

17. Global … Post TRF Approval 1.Receive TRF legal documents with an approval letter 2.Set up Separate Bank Account 3.Collect Club Contributions into Account 4.NEW: 5% Fee if cash sent to TRF 5.TRF will wire World Fund match and DDF 6.Implement project; retain all receipts 7.File interim or final reports with TRF

18. 2014-15 Global Grants 10 Projects involving 21 different Clubs $188,190 Club Funds; $638,175 Total Leveraging 3.4 times About $17,000 in Global Funds remain plus $88,000 Carryover = $105,000 Maximum $10,000 DDF per project

19. District Grant Qualifiers $500 minimum contribution per participating club $2,000 outright grant PLUS $1,000 maximum 1:1 match, single club project OR $5,000 maximum 1:1 match, if (5) or more clubs collaborate Single club project, maximum district funds $3,000 Multiple club project, maximum district funds $7,000.

20. District Grants $146,673 available in 2014-2015 Allocated as follows: $10,000 ShelterBox matching grant $10,000 District Governor directed project $63,337 Local $63,336 Small (less than $35K) international $146,673

21. District Grants 23 projects approved as of February 16, 2015. ▫ 6 small international projects ▫ 17 local projects ▫ 11 single club projects ▫ 12 multiple club collaborations $30,000 (approx.) remains fiscal 2014-2015 Deadlines to apply March 1, April 1 & May 1

22. Qualification Reminder … District & Global Grants At least one club member attends a GMS annually Club files MOU with District 5950 Club must be current on all reporting requirements

23. Available Funds 2015-2016 DDF available from 2012-13:$ 320,190 Probable Allocation 2015-16: Global Grants 160,095 District and Small Int’l Grants 160,095

24. Pick up Dinner

25. My Rotary What do you need?

26. Application Essentials Rotary Project Rotarian Involvement … Host Club critical Cooperating Organization vs. Vendor Strong Measurement and Sustainability

27. Application Attachments Memorandum of Understanding (MOU) Curriculum for Training Proforma Invoices – Estimated Expenses

28. What “grant” ideas? Ideas that are percolating Projects you’d like to sponsor Partners you’d like to develop ▫ Host ▫ Non Rotary organization ▫ Collaborating clubs

29. Your Commitment

30. Resources Don Stiles, Programs & Grants Stiles.Don@gmail.comStiles.Don@gmail.com Todd Bollig, Global Grants toddb60@hotmail.comtoddb60@hotmail.com Carol Parrish, District Grants cjparrish1029@msn.comcjparrish1029@msn.com Rotary.org Take Action/Apply for Grants Rotary5950.org/Club Resources/Grant Mgmt Resources

31. Did you get what you needed?