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Presidents, Projects, and TRF The Rotary Foundation PETS – Rotary District 6360 March 14, 2014

Presidents, Projects, and TRF The Rotary Foundation PETS – Rotary District 6360 March 14, 2014. Goals of this session. What we ’ ll cover: Brief review of TRF 101 from PETS I Finding and funding a project for your club Tools needed to apply for a grant from TRF.

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Presidents, Projects, and TRF The Rotary Foundation PETS – Rotary District 6360 March 14, 2014

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  1. Presidents, Projects, and TRF The Rotary Foundation PETS – Rotary District 6360 March 14, 2014

  2. Goals of this session What we’ll cover: • Brief review of TRF 101 from PETS I • Finding and funding a project for your club • Tools needed to apply for a grant from TRF

  3. What is The Rotary Foundation?

  4. The Rotary Foundation is … … the charitable arm of Rotary International. … OUR charity, as Rotarians. … rated as one of the top charities in the world.

  5. Mission Statement: To enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty

  6. Annual Fund-SHARE 3-Year Cycle 2010 2011 2011 2012 2012 2013 2013 2014 2015 2016 2016 2017 2014 2015 • Funds from Annual Fund available to districts 3 years after they are contributed - through SHARE • Contributions to the Annual Fund made in 2011-12 will be available in 2014-15 • Contributions made in 2013-14 available in 2016-17

  7. $200,000 $ Earnings used for administrative costs 2011-12 2012-13 2014-15 $100,000 $100,000 50% to District 50% to World Fund Matching Grants Packaged Grants Peace Fellows Polio+ $50,000 $50,000 Up to ½ to District Grants At least ½ to Global Grants SHARE Fund Example: 2013-14

  8. So your club wants to do a project …

  9. Many resources are available for your club: • Global Grants • Packaged Grants • District Grants

  10. Global Grants

  11. Global Grants • Long-term projects • Larger grant awards Think: “Global”

  12. Global Grants • International Rotary partner required • World Fund match: minimum match = $15,000 • Therefore, $30,000 minimum budget • Community need and participation • Sustainable, measurable outcomes • Long-term benefits • Alignment with area(s) of focus • No application deadline • Apply directly online: www.rotary.org

  13. Peace and conflict prevention/resolution Disease prevention and treatment Water and sanitation Maternal and child health Basic education and literacy Economic and community development TRF’s Areas of Focus

  14. Packaged Grants

  15. Packaged Grants • Strategic Partners • Expertise in Areas of Focus • Global scope of work • Encourages involvement by smaller clubs • Funded by World Fund and Strategic Partner • Predesigned projects • Apply online at www.rotary.org

  16. Strategic Partners for Packaged Grants

  17. District Grants

  18. District Grants: Community & International • Single block grant awarded annually • Smaller activities and projects • Local or international activities • Active Rotarian participation • Adhere to stewardship guidelines • Activities align with TRF’s Mission Statement

  19. Mission Statement: To enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty

  20. District Grants: Community & International • Grants process open to all clubs • Grants are matching: your club puts in at least as much as the amount of the grant you receive • Grant funds will be disbursed after project is completed and all reporting has been accepted. ***

  21. Some recent projects in our District … • Supplies for at-risk students • Veterans Memorial park lighting • Outdoor basketball court • Wooden playground • Boardwalk • Bike safety helmets • Backpacks with school supplies • Picnic grove • Summer food boxes • HIV/AIDS test kits • Food backpacks

  22. More recent projects … • Medal of Honor monument • Infant mortality awareness • Elementary school mentoring program • Senior scholarships • Renovations for emergency overnight shelter • Orphanage laundry equipment • Shoes, boots, coats • Clean water gravity flow system • Classroom furniture • Park equipment • Reading program for elementary students

  23. District vs. Global Grants

  24. Funding

  25. Partner

  26. Scope or Vision

  27. Activity Type

  28. Planning

  29. Involvement

  30. District 6360 SHARE Funds for 2014-2015

  31. District 6360 SHARE Funds for 2014-2015

  32. District 6360 SHARE Funds for 2014-2015

  33. District 6360 SHARE Funds for 2014-2015

  34. District 6360 SHARE Funds for 2014-2015

  35. District 6360 Grant Funds for 2014-2015 • In 2011-12, contributions = $131,160.62

  36. District 6360 Grant Funds for 2014-2015 • In 2011-12, contributions = $131,160.62 • $65,580.31 to World Fund, $65,580.31 to District

  37. District 6360 Grant Funds for 2014-2015 • In 2011-12, contributions = $131,160.62 • $65,580.31 to World Fund, $65,580.31 to District • District-controlled $$$ are split as follows:

  38. District 6360 Grant Funds for 2014-2015 • In 2011-12, contributions = $131,160.62 • $65,580.31 to World Fund, $65,580.31 to District • District-controlled $$$ are split as follows: Global Fund: 50% = $32,790.15

  39. District 6360 Grant Funds for 2014-2015 • In 2011-12, contributions = $131,160.62 • $65,580.31 to World Fund, $65,580.31 to District • District-controlled $$$ are split as follows: Global Fund: 50% = $32,790.15 Can be used for: * Global Matching Grants * World Peace Scholars * Global Scholars * Vocational Training Teams * Polio

  40. District 6360 Grant Funds for 2014-2015 • In 2011-12, contributions = $131,160.62 • $65,580.31 to World Fund, $65,580.31 to District • District-controlled $$$ are split as follows: Global Fund: 50% = $32,790.15District Fund: 50% = $32,790.15 Can be used for: * Global Matching Grants * World Peace Scholars * Global Scholars * Vocational Training Teams * Polio

  41. District 6360 Grant Funds for 2014-2015 • In 2011-12, contributions = $131,160.62 • $65,580.31 to World Fund, $65,580.31 to District • District-controlled $$$ are split as follows: Global Fund: 50% = $32,790.15District Fund: 50% = $32,790.15 Can be used for:Can be used for: * Global Matching Grants * Club projects * World Peace Scholars * Local contingency fund * Global Scholars * Scholarships * Vocational Training Teams * Vocational Training Teams * Polio * Polio

  42. District 6360 TRF Committee Structure District Governor Terry Allen Lakeshore Committee Chair Teresa Brandell Delta-Waverly Grants Subcommittee ** Vacant *** Polio Plus Subcommittee Ed Foster Charlotte Stewardship Subcommittee Jim Temple Berrien Springs-Eau Claire Fundraising Subcommittee Harold Mondol Lansing Dewitt Sunrise

  43. Please rank the following possibilities for spending priorities for our District’s use of its District Designated Funds from The Rotary Foundation for the 2014-2015 Rotary Year. Place a number by each choice, using “1” for the highest priority and “7” for the lowest priority. Please use each number only once. _____ Club projects _____ Polio Plus _____ District-wide scholarship(s) _____ Global Grants _____ Vocational Training Teams _____ Rotary Peace Centers _____ Local contingency fund Turn in completed form at PETS March 13-15 in Kalamazoo. District Spending Priorities

  44. 2012 Governors-elect Training Seminar | 8 Three Three years ago, District 1234 contributed $100 to the Annual Fund-SHARE. In addition, the District has $20 in Endowment Fund-SHARE spendable earnings.

  45. Matching: Making money go farther

  46. Getting my club ready to apply for a grant

  47. Getting my club ready to apply for a grant Action Plan – Here’s what to do: • Plan a project. • Club must become qualified. • Agree to implement club Memorandum of Understanding (MOU). • Submit application for District Grant by May 31, 2014. Submit application for Global Grant when ready. • After application is submitted: • Wait for final approval! • Complete project. • Submit reports.

  48. Getting my club ready to apply for a grant Plan a project: • Conduct a needs assessment in the community • Assess your club’s resources, including potential partners • Set goals – measurable and sustainable • Establish a realistic budget with competitive bidding • Disclose potential conflicts of interest • Create an implementation plan • Have a contingency plan

  49. Getting my club ready to apply for a grant Get qualified: what it means • Ensures that clubs have appropriate financial and stewardship controls in place to manage grant funds • Entire club is responsible • Potential conflicts of interest are disclosed • Agree to TRF Terms and Conditions for grants • Club will cooperate with all audits • Grant funds will be properly used • Grant reporting will be done properly • Potential for disqualification is understood

  50. Getting my club ready to apply for a grant About qualification: • Qualification process open to all clubs. • Club agrees to implement MOU. • At least 2 club members must attend GMS. • Reports and dues payments must be current. • Qualification good for one year. • Club President and PE for 2014-15 must sign off.

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