District Rotary Foundation Grants Workshop. District Rotary Foundation Workshop

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1 District Rotary Foundation Grants Workshop

2 Foundation Funding Contributions Annual Fund Permanent Fund PolioPlus Fund Contributions SHARE System Spendable Earnings

3 SHARE System Funds Raised Funds Spent Unused DDF is calculated; districts notified in May Unused DDF rolls forward to the next year; districts notified in August

4 District Grants

5 District Grants Can be local or overseas projects Sustainable Support the areas of focus Be submitted in accordance with the District Grants Terms & Conditions

6 Qualification Qualification provides clubs with financial and stewardship controls for meeting District and Foundation requirements and managing grant-funded activities Clubs need to qualify before applying for district grants

7 Club Memorandum of Understanding The club MOU is a binding agreement between the club and its district, outlining Foundation requirements. By signing the MOU, the club agrees to comply with the requirements. MOU MOU Worksheet

8 The Rotary Foundation Terms & Conditions of District Grants Read the Terms & Conditions for District Grants to make sure you fully understand the requirements Terms & Conditions

9 Qualification Requirements Helpful to attend a grant management workshop Read, sign, and submit club MOU to the district Helps if club has contributed to the Foundation on a regular basis

10 Areas of Focus Peace and conflict prevention/resolution Disease prevention and treatment Water and sanitation Maternal and child health Basic education and literacy Economic and community development

11 Resources

12

13

14 Global Grants

15 Global Grants Long-term projects Sustainable Support the areas of focus Larger grant awards World Fund match Host and international sponsors

16 Sustainable Project impact continues after funding is used Multiple levels of sustainability Use of local resources Respect natural resources

17 Stewardship and Qualification

18 Stewardship Stewardship is the responsible management and oversight of grant funds, which ensures that funds are used properly and benefit populations in need.

19 Stewardship Practices Have Rotarians supervise project Implement projects as approved Follow standard business practice Report irregularities Submit reports Retain documents

20 Stewardship Activities Report tracking Routine monitoring Random and targeted audits Investigating allegations Stewardship Workshops Qualification

21 Qualification Qualification provides clubs with financial and stewardship controls for meeting Foundation requirements and managing grant-funded activities. Clubs need to qualify before applying for global and packaged grants.

22 Qualification Requirements Must attend a grant management workshop Read, sign, and submit club MOU to the district

23 Grant Management Workshops Grant Management Workshops are held on a one to one basis for each club when they are planning to commence a Global Grant project

24 Club Memorandum of Understanding The club MOU is a binding agreement between the club and its district, outlining Foundation requirements. By signing the MOU, the club agrees to comply with the requirements. MOU MOU Worksheet

25 The Rotary Foundation Terms & Conditions of Global Grants Read the Terms & Conditions for Global Grants to make sure you fully understand the requirements Terms & Conditions

26 Application Process 1. Club qualifies 2. Club submits club-developed global grant proposal online 3. TRF reviews proposal for initial approval 4. Club submits global grant application 5. District approves online 6. TRF reviews for final approval

27 Member Access

28 Grant Application Tool

29 Global Grant Reporting Progress report submitted 12 months after funds received Every 12 months until project is complete Final report submitted within 2 months of project completion

30 Questions?

This presentation will provide an overview of global grants and present ten ways that you can improve your global grant application.

This presentation will provide an overview of global grants and present ten ways that you can improve your global grant application. This presentation will provide an overview of global grants and present ten ways that you can improve your global grant application. 1 Global grants support large international activities with sustainable,

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