1. District Grants Management Seminar Page 1 District Grants Management Seminar Vision for the Future Transform Lives

2. District Grants Management Seminar Page 2 Agenda Overview of Future Vision Plan Management of a Foundation Grant Stewardship & sustainability requirements Club Qualification Signing the club MOU Grant Projects Getting Started

3. District Grants Management Seminar Page 3 Dreaming Big We can’t accomplish everything that we dream, but we only can accomplish things that we dare to dream.

4. District Grants Management Seminar Page 4 Secret of Our Success is: We Are Changing Lives Old Way of Doing Matching Grants is Done

5. District Grants Management Seminar Page 5 Five Concepts of Rotary Grants Compassion Passion Story Friendships Team

6. District Grants Management Seminar Page 6 Encourage & Lift Up Our Clubs Strengthen, encourage, and lift up Don’t keep our success a secret Paperwork has changed Grants team will Help you achieve goal Grants applications are online Still keep copy in Word and Excel, too.

7. District Grants Management Seminar Page 7 First Steps Are Easy Write one-paragraph summary Write one-page summary Find a picture that “tells the story” Send email to district grants team Ask for help and advice at idea stage Talk to us on district grants team about your ideas and dreams

8. District Grants Management Seminar Page 8 Introductions and Dreams Why are you here? What do you want to learn? What are your dreams? Is the project at home or overseas? Stop me and ask a lot of questions… Want our time to be interactive…

9. District Grants Management Seminar Page 9 Time to Lead is Now You can lead Inspire people Give to the Annual Fund Partner with other districts and clubs Mentor and encourage Other districts are looking for us for leadership

10. District Grants Management Seminar Page 10 D7570 Leading the World One of Best in the entire World of Rotary We Can Get it Done! Recognized for Leadership You are Leading Best Clubs We are Trusted, Respected and Known We Have Best Talent and Results Right Here, Right Now in VA & TN

11. District Grants Management Seminar Page 11 Six Grant Areas of Focus Water Disease and Maternal & Prevention Sanitation Child Health & Treatment

12. District Grants Management Seminar Page 12 Goodwill Basic Education and Peace and Literacy Economic & Community Development Six Grant Areas of Focus

13. District Grants Management Seminar Page 13 Key Partners on a Global Grant  Host Club – In Country Club  International Lead Club – Our Club  Funding Clubs in our area or district  Rotary Foundation Country Coordinator  Partnering Rotarians around US or world  Governmental Organizations  Charitable Organizations  Churches and other Faith Based Groups

14. District Grants Management Seminar Page 14 Why Bother With a Host Club?  It is their hometown and home country.  Know the needs of their community like we do in America  It is a requirement of Rotary Foundation  It makes sense  Takes time to build friendships and goodwill with host Rotarians  Be willing to find win-win project.

15. District Grants Management Seminar Page 15 We Know Story… Ensuring Achievable, Sustainable, and Measurable Results Be Good Stewards

16. District Grants Management Seminar Page 16 Key Jobs on Global Grant Team  Project Lead  Grant Writer  Guru  Champion  Liaison(s) to Host Club & Foundation  Reporter  It is possible to do it all, but easier to share work.

17. District Grants Management Seminar Page 17 Rotary Foundation is Growing $813.7 Million in Total Assets $110.1 Million Given to Annual Fund $77.9 Million for all Grants $102.8 Million for End Polio Program $185.7 Million in Program Awards

18. District Grants Management Seminar Page 18 D7570 Annual Fund Giving Giving Six-Year Average $433,508 to Annual Fund $113.18 per capita in giving versus $111 for US

19. District Grants Management Seminar Page 19 Funding The Rotary Foundation invests our Annual Fund Contributions for three years before the funds are used for grants. 2010-2011Annual Fund Gifts are returned in 2013-2014for our District Designated Funds.

20. $446,480 $446,480 50% SHARE 50% 50% SHARE 50% District Designated Funds TRF World Fund $223,240 $223,240 D7570 2013-14 DDF Funds Annual Fund Gifts in 2010-2011

21. $446,480 $446,480 50% SHARE 50% 50% SHARE 50% District Designated Funds TRF World Fund $223,240 $223,240 34% 19% 5% 42% (min.) $80,142 $44,648 $13,000 $100,000 District Polio GSE Global Match from TRF Grants Plus Team Grants Matches 100% of District $ 50% of Club $ D7570 2013-14 DDF Funds Annual Fund Gifts in 2010-2011

22. District Grants Management Seminar Page 22 1.End Polio Now 2.Humanitarian  District Grants  Global Grants  Packaged Grants 3.Educational  Scholarships  Peace Fellowships  Vocational Training Teams Three Types of Grants

23. District Grants Management Seminar Page 23 Global Grant Funding 1.Contributions from Various Clubs $10,000 2.District Match ($1:$1) max. $20,000$10,000 3.Rotary Foundation Match Match of Club Funds ($.50:$1)$ 5,000 Match of District Funds ($1:$1)$10,000 US $ Total Funding $ 35,000

24. District Grants Management Seminar Page 24 Bigger Budgets  Minimum match by foundation $15,000  Minimum project budget is $30,000 Align with one of the six areas of focus Align with one of the six areas of focus Longer-term Impact of grant Longer-term Impact of grant Grant managed by Rotary Foundation Grant managed by Rotary Foundation Global Grants are New!

25. District Grants Management Seminar Page 25 Global Grants are BIG! Fund Large-scale International Projects Respond to need identified locally Designed so the community can help itself after the Rotary work is done Apply online at Rotary website Active Rotary Involvement Support Graduate-Level International Study

26. District Grants Management Seminar Page 26 Global Grants at Member Access at www.rotary.org

27. District Grants Management Seminar Page 27 Global Grants at Member Access at www.rotary.org

28. District Grants Management Seminar Page 28 District Grants will fund:  Local or International Projects  Humanitarian, Educational & Travel  Disaster Recovery & Other Grant Match may average $3,000 Grants Managed by Our District Maximum District match is $7,500 District Grants are Changed!

29. District Grants Management Seminar Page 29 District Grants are Flexible! Simple, flexible, innovative Educational & humanitarian projects Align with Rotary Foundation mission Smaller budgets & local decisions Local decision making, less red tape No Match from Rotary Foundation

30. District Grants Management Seminar Page 30 Area Clubs Team on Grants We Had Three Area Global Grants for South Africa, Bangladesh & South Sudan Adding an area “Collaborative Grant” for District Grants in 2013-2014 –Team of Four (4) Clubs –Award of $7,500 for “Area” Project –Local Project Preferred

31. District Grants Management Seminar Page 31 District Grants Next Year Application is Online at rotary7570.org Rough Draft by President Elect Training Deadline is April 15 th Want Every Area Represented with Grants this Year Short and Easy Application Form

32. District Grants Management Seminar Page 32 Online District Grants www.rotary7570.org/district/grants

33. District Grants Management Seminar Page 33 Examples of Grant Activity District Grants Global Grants International travel for local doctor to volunteer. International travel for local doctor to volunteer. Scholarship for student to attend local university. Scholarship for student to attend local university. Donation of art supplies to assist local youth. Donation of art supplies to assist local youth. Mixed profession vocational training teams Mixed profession vocational training teams Dictionary project in Jamaica and Virginia Dictionary project in Jamaica and Virginia Other Examples ? Other Examples ? International safe drinking water, sanitation, and hygiene education International safe drinking water, sanitation, and hygiene education Sponsorship of student to Study Abroad. Sponsorship of student to Study Abroad. International malaria project International malaria project Single vocation Rotary Vocational Training Team sent abroad Single vocation Rotary Vocational Training Team sent abroad Other Examples ? Other Examples ?

34. District Grants Management Seminar Page 34 Does it have a sign?

35. District Grants Management Seminar Page 35 What Can We do with Rotarians?

36. District Grants Management Seminar Page 36 Do You See a District Grant?

37. District Grants Management Seminar Page 37 Predesigned Large Projects Predesigned Large Projects Educational & Humanitarian Projects Educational & Humanitarian Projects Comprehensive in Scope Comprehensive in Scope Sustainable Programs Sustainable Programs Funded by Strategic Partner & Rotary Funded by Strategic Partner & Rotary Implemented by Rotarians Implemented by Rotarians Initial Partners include Mercy Ships,Initial Partners include Mercy Ships, Oikocredit, UNESCO – Institute for Water Education and Aga Khan University Packaged Grants are New!

38. District Grants Management Seminar Page 38 Great Add-on for Global Grant Packaged Grants ideal for small clubs who want to contribute their time and some money Good way to expand a global grant with economic stimulation with micro-credit loans by experienced partner We’ll need to study potential uses over next year.

39. District Grants Management Seminar Page 39 New! Club Qualification Attend grant training Sign MOU Be good steward Show results Be current on all reports Only needed on Global Grants

40. District Grants Management Seminar Page 40 Terms of Qualification Club Must Qualify Annually Entire club is responsible Disclose potential conflicts of interest Follow Foundation Terms and Conditions Cooperate with all audits Grant Reporting Attend this training annually

41. District Grants Management Seminar Page 41 Rules are Changing Grant game has changed Check out new terms guiding Global Grants More flexible on projects Key factor: areas of focus A “reasonable test” is applied to many ideas

42. District Grants Management Seminar Page 42 Creating a Project Requires compassion, passion, telling a story, friendships and a team

43. District Grants Management Seminar Page 43 Needs Assessment  Talk to Everyone. Get ideas and buy-in across community leaders  Trust local knowledge & ways of working  Choose a project that is based on the community’s need over the long-term  Assess your club’s resources and availability and its potential partners to meet the need

44. District Grants Management Seminar Page 44 Project Planning Form a six-person grant team Assign roles Determine primary contacts Set measurable and sustainable goals Create a budget Create an implementation plan Have a contingency plan Identify cooperating organization to help

45. District Grants Management Seminar Page 45 Setting Specific Goals Measurable Sustainable Qualitative (descriptive) Quantitative (numeric) Gather baseline data Decide how to measure

46. District Grants Management Seminar Page 46 Successful Grant Projects Use implementation plan Lasts long after money is gone Evaluate results of grants Tell story of good and bad Talk all the time to Rotary partners via cell phone, email, texting, calling cards, & Skype

47. District Grants Management Seminar Page 47 Principles of Sustainability Project impact after funding is expended Economic, cultural, social & resource Optimal use of local resources Respect natural resources Reach the most beneficiaries New methods in professional fields Prepare professionals to increase impact Use input and skills of grassroots groups

48. District Grants Management Seminar Page 48 Plans Needed for Grant Topic Communications plan Financial management plan Record keeping plan Needs Assessment Plan Measurable Results Questions What are the benefits of creating these plans? What are the implementation steps? Who will be responsible? What will you do if something goes wrong?

49. District Grants Management Seminar Page 49 Food for your thoughts Questions?

50. District Grants Management Seminar Page 50 50 Creating a Budget Realistic & Usable Competitive bidding Reasonable prices Disclose conflicts of interest Need More Clubs to Fund Project Now

51. District Grants Management Seminar Page 51 Partners  Supported by strong partnerships  Search for Rotarians who have identified a need in their local communities  Team of Host & International Rotarians  Host Rotarians should be invested  Good communication between the host and international partners is key

52. District Grants Management Seminar Page 52 Stewardship Stewardship is the responsible management and oversight of grant funds, including: Rotarian supervision of project Following standard business practices Reporting of irregularities to TRF Implementing projects as approved Financial records review Timely submission of reports

53. District Grants Management Seminar Page 53 53 Grant Management Ensures that projects has proper financial control Adhere to superior technical standards Meet the needs of the beneficiaries Fulfill their objectives Safeguard funds

54. District Grants Management Seminar Page 54 Financing Guidelines Club generated contributions must come from or be raised by Rotarians Funds cannot be raised from beneficiaries in exchange for receiving the grant Funds cannot come from other grants Contributions should be credited to donor

55. District Grants Management Seminar Page 55 Applying for a Global Grant Bring patience, understanding, and cup of coffee

56. District Grants Management Seminar Page 56 Global Grant First Steps Create Account at www.rotary.org

57. District Grants Management Seminar Page 57 Applying for Global Grants First Step is to submit grant proposal through Rotary member access Next step is to submit grant application through Rotary member access Must meet goals of area(s) of focus Must be sustainable Must involve two or more Rotary Clubs District must confirm club is qualified

58. District Grants Management Seminar Page 58 Project Implementation “You can do it, now!”

59. District Grants Management Seminar Page 59 59 Do Good Job & Evaluate It Talk with partners Manage finances Follow the plan Achieve “our” goals Ask for receipts and keep record Evaluate during project and improve Celebrate and promote successes

60. District Grants Management Seminar Page 60 60 Financial Management Plan Dedicated Bank account for funds Distribute funds Carefully Use checks/bank cards to track funds Detailed ledger Follow local laws

61. District Grants Management Seminar Page 61 Grant Reports !?! Grant is not done until reports are accepted by the Foundation. Reports are due 12 months after payment Final report due within 2 months of end of project

62. District Grants Management Seminar Page 62 Global Grant Reports Content How both Rotary Clubs were involved Type of activity: humanitarian project, scholar, vocational training team Evaluation of project goals and how funds met the goals of the area(s) of focus How funds were spent Number of beneficiaries and how they benefited

63. District Grants Management Seminar Page 63 Resources District Foundation Committee District Grants Team www.rotary.org - Future Vision Pages Future Vision Plan Newsletter District Governor Rotary Foundation Staff Regional Rotary Foundation Coordinator Ask a Neighboring Club or District

64. District Grants Management Seminar Page 64 Handouts Look on our district web site for links to handouts. 1.Club Memorandum of Understanding 2.Global Grants Guidelines 3.District Grants Guidelines 4.District Foundation Committee 5.Future Vision Grants Terms & Conditions 6.Application for District Grant 7.Future Vision Grant Management Manual 8.Today’s PowerPoint on district web site. Thank You for All You do for Rotary and the World!