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Humanitarian Grants Program of The Rotary Foundation

Humanitarian Grants Program of The Rotary Foundation. Learning Objectives . Humanitarian grant standards Appropriate use of funds Grant types Business cycle Reporting Role of district leadership Stewardship. Humanitarian Grant Standards. Rotarian participation Rotary networks

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Humanitarian Grants Program of The Rotary Foundation

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  1. Humanitarian Grants Programof The Rotary Foundation

  2. Learning Objectives • Humanitarian grant standards • Appropriate use of funds • Grant types • Business cycle • Reporting • Role of district leadership • Stewardship

  3. Humanitarian Grant Standards • Rotarian participation • Rotary networks • Humanitarian needs • Stewardship

  4. Appropriate Use of Funds • Humanitarian projects • Rotarian participation in projects • Development of Rotary networks • Spend consistently with TRF guidelines and approved application • Oversight of grant funds

  5. Inappropriate Use of Funds • Construction/renovation • Purchase of land or buildings • Land mine removal • Purchase and distribution of birth control • Salaries of individuals working for another organization • Cooperating organization expenses • Post-secondary education

  6. Inappropriate Use of Funds • International travel (except Volunteer Service and 3-H Grants) • Establishment of a foundation or trust • Personal benefit • Reimbursement of an existing project • Cash donations • Inauguration or fundraising parties

  7. Grant Types • Matching Grants (MG) • Health, Hunger, and Humanity (3-H) Grants • District Simplified Grants (DSG) • Volunteer Service Grants (VSG)

  8. Matching Grants (MG) • Matched funds for humanitarian endeavors • 1:1 (100%) match for DDF • .5:1 (50%) match for cash • Local and international sponsors • Matching Grants (US$5,000 - $25,000) • Competitive Matching Grants (US$25,001 - $150,000)

  9. 3-H Grants • Long-term, self-help benefits • Rotarian and beneficiary participation • Previous Matching Grant partnership • 2-4 years • 10% minimum contribution • 3-H Grants (US$100,000 - $300,000)

  10. District Simplified Grants (DSG) • Utilize a portion of the district’s DDF • 20% of new DDF • 1 grant per district per Rotary year • Administered by District leadership • Humanitarian Endeavors • Local community • International service • Direct Rotarian involvement

  11. DSG - Policies and Guidelines • Adherence to standard grant policies • Used only for eligible items/activities • Respect wishes of receiving community

  12. DSG - Rotarian Involvement • Community needs assessment • Project committee • Project implementation • Meet with community leaders, suppliers, and beneficiaries • Project promotion

  13. DSG - District Responsibilities • Submit DSG request to TRF • Receive and distribute grant funds • Ensure expenditures are consistent with TRF policies • Submit cumulative reports to TRF

  14. DSG - Individual Project Report • Detailed description of project • Narrative statement about beneficiaries • Description of Rotarian involvement • Itemized list of expenditures • Submit individual project reports to the district and not to TRF

  15. Volunteer Service Grants (VSG) • International travel (individual or group) • Direct service • Planning projects • Host and international partners • Minimum stay: 5 days • Maximum stay: 60 days

  16. Volunteer Service Grants (VSG) • Qualified Rotarians and spouses • Demonstrated eligibility • Flat grant award • Application received three months prior to anticipated departure

  17. Business Cycle

  18. Business Cycle (3-H)

  19. Reporting • Progress reports are due at least every twelve months for the life of the project • Final report is due within two months of the project’s completion

  20. Overdue Grant Reporting • Goal of 100% compliance • Regular reminders • Posting of overdue clubs on RI web site • Termination of overdue clubs • Suspension of low-reporting districts

  21. District Leadership District Rotary Foundation Committee Chair (DRFC): • Authorizes DDF • Maintains DDF records • Submits District Simplified Grant requests

  22. District Leadership District Grants Subcommittee Chair (DGSC): • Certifies applications for completeness • Authorizes district-sponsored grant applications

  23. District Leadership District Governor (DG): • Authorizes DDF beginning 1 July 2008

  24. Stewardship • Implement projects as approved • Treat TRF funds as a sacred trust • Competent and thorough supervision of the project • Timely and complete reporting • Reporting irregularity to TRF

  25. Stewardship • Open separate bank account • Maintain accounting records • Keep receipts for at least five years • ALL expenditures must be within TRF guidelines

  26. Keys to Success • Project meets real needs of receiving community • Rotarian, club, district, and community support (host and international) • Proper oversight of grant funds • Effective partnerships and communication • Project plan with goals and anticipated outcomes

  27. Resources • Terms and Conditions • Rotary website: www.rotary.org • Email: contact.center@rotary.org • District Leadership • Humanitarian Programs Staff

  28. Questions?

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