Mastering Global Grants: Rotary Training Event, September 16, 2017 in Fredericksburg, VA

1. District 7610 Training Global Grants Basics– Fredericksburg, VA September 16, 2017

2. Agenda for Global Grant Basics • Getting Started with a Global Grant • Qualifying Your Club • Areas of Focus • Eligible Activities • Building a Sustainable Project • Basic Logistics for Writing a Global Grant • Partnership Roles • How the Money Flows • Resources • Questions and Answers

3. Getting Started with a Global Grant • RI requires your project must: • Have a long-term, sustainable impact • Include activities that clearly fit into one of Rotary’s areas of focus • Invest at least $30,000 within a community • Address an important need identified by the community itself • Strengthen the community’s capacity to meet its own needs

4. Getting Started with a Global Grant • RI requires your club to: • Apply for a grant through Rotary.org • Actively involve the benefiting community in the project • Partner with a club in another country • Qualify your club for global grants every year • Act as a primary sponsor of no more than 10 active global grants at a time • Develop a project plan that includes a budget and a financial management plan • Measure progress toward the outcome • Stay up to date in reporting for all active grants

5. Qualifying Your Club The Steps: • Attend a Grant Management Seminar • Complete the Club Memorandum of Understanding (MOU) • Agree to District Qualification Requirements (MOU Addendum) Qualification is an Annual Requirement

6. Areas of Focus • Promoting Peace • Fighting Disease • Providing Clean Water, Sanitation, & Hygiene • Saving Mothers and Children • Supporting Education • Growing Local Economies

7. Eligible Activities • Humanitarian projects provide sustainable, measurable outcomes needs. • Vocational training builds skills within a community through targeted educational programs or by supporting teams of professionals who travel abroad to build their own capacity or the capacity of the community they visit. • Scholarships  fund international graduate-level study by people within an area of focus. Read the Global Grant Scholarships Supplement for more information.

8. Building A Sustainable Project • Community Needs Assessment – Local sponsors to find out what the ultimate beneficiaries need and involve community partners • Material/Technology– Use local vendors for work being done and for replacement parts • Funding- Confirm funding for operations and maintenance (after GG Complete) • Knowledge – Provide training, education, and community outreach to make sure beneficiaries have ‘buy in’ • Motivation – Identify local leaders within community to see the project for local ownership • Monitor & Evaluation – Clear and concise measurable project objectives and methods to establish data (significant change in three years)

9. Basic Logistics for Writing a Global Grant • Community Needs Assessment (Local or Intl.) • Build a coalition (Fellow Rotarians and Fellow Rotary Clubs) • Find a reliable Host Club (Intl. Partner if Intl. Grant) • Make sure your project is sustainable and has measurable goals • www.rotary.org/myrotary/en/take-action/apply-grants/global-grants

10. Basic Logistics for Writing a Global Grant • Coordinate Project and Financing with these sources: • Your home Rotary Club • Your District 7610 and Other U.S. Districts • Any Partner Rotary Club(s) here or abroad • Rotary District of Host Club • Cooperating Organizations • Start and deliver Global Grant within a Year

11. Partnership Roles

12. Global Grants – How the Money Flows Extra Annual Shares from Global Funds Paul Harris Society 7610 Annual Shares to The Rotary Foundation $500,000 2014/15 Rotary Year Every Rotarian, Every Year (EREY) Sustaining Members 50% Returned to 7610 in 3 Years $250,000 to the District Designated Fund (DDF) 2017/18 Rotary Year District Grants $125,000 Global Grants $125,000 This is today’s discussion.

13. Global Grant Resources - RI www.rotary.org/myrotary/grants A Guide to Global Grants (PDF) Areas of Focus Policy Statements (PDF) Cooperating Organization Memorandum of Understanding (DOC) Global Grant Application Supplement for Microcredit Projects (DOC) Global Grant Application Template (DOC) Global Grant Calculator (XLS) Global Grant Monitoring and Evaluation Plan Supplement (PDF) Global Grant Report Supplement for Microcredit Projects (DOC) Global Grant Scholarships Supplement (PDF) How to use the Grant Center (PDF) Lifecycle of a Project Six Steps to Sustainability (PDF) Terms and Conditions for Rotary Foundation District Grants and Global Grants (PDF) Training Plan for Global Grants (DOC) Vocational Training Team Itinerary (DOC) • Web-based Tools: • Start your grant application • Take a course in the Learning Center • Rotary Grants: Building a Global Grant • Orientation for Scholars and Vocational Training Teams • Discussion groups • Find your Rotary grant officer (PDF)

14. Global Grant Resources – District 7610 • andrewdwade@gmail.com Andrew Wade • bjansen@jansenland.com Bob Jansen • jameswchurch@aol.com Jim Church • wkkrist@aol.com Bill Krist • Renee.reiling@rotary.org Renee Reiling District Points of Contact

15. Questions and Answers All questions are good questions Follow-on Seminars Today: 1:00-2:00 Showcase of Global Grants, Main Conference Room 2:10-3:10 Global Grants in Depth, Room 217