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Rotary Foundation Humanitarian Grants Program

Learn about humanitarian grant standards, types of grants, appropriate use of funds, reporting, and the role of district leadership in this informative program. Improve your understanding of stewardship and the keys to successful grant management.

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Rotary Foundation Humanitarian Grants Program

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  1. HP101 Humanitarian Grants Program of The Rotary Foundation

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

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

  4. District Simplified Grants • Administered by district leadership • DDF (maximum 20% of new DDF) • Local or international projects • District is sole sponsor

  5. Volunteer Service Grants • Support travel of qualified Rotarians and spouses • Direct service or project planning • Eligibility based on • Defined community need • Skills and experience of traveler(s) • Lack of skills and experience locally • Flat grant award

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

  7. 3-H Grants • Long-term, self-help benefits • Integrative approach • Rotarian and beneficiary participation • 2-4 years • Previous Matching Grant partnership • 10% minimum contribution

  8. Disaster Recovery • Master account formed • Sub-accounts created for disasters • Committees appointed to oversee use of funds • Program focused on disaster recovery not disaster relief

  9. Inappropriate Use of Funds • Construction/renovation • Purchase of land or buildings • Salaries of cooperating organization employees • Plumbing/electrification • Post-secondary education • International travel (except Volunteer Service and 3-H Grants)

  10. Inappropriate Use of Funds • Establishment of foundation or trust • Personal benefit • Duplication of TRF or Rotary program • Reimbursement of existing project • Excessive support of beneficiary • Inauguration parties or meetings

  11. 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

  12. Report Content • Project accomplishments • Rotarian involvement • Statement of income and expense • Bank statement • Information on the beneficiary

  13. Business Cycle

  14. Business Cycle (3-H)

  15. District Leadership District Grants Subcommittee: • Serve as grants experts • Certify applications for completeness • Authorize district-sponsored grant applications

  16. District Leadership District Rotary Foundation Committee: • Authorize DDF • Submit District Simplified Grant requests • Maintain DDF records District Governor: • Jointly authorize DDF with DRFC (begins 1 July 08)

  17. Stewardship The trustees rely on the integrity of the clubs and Rotarians engaged in project implementation to ensure that funds are used effectively for the purpose for which they were given.

  18. Stewardship • Treating TRF funds as a sacred trust • Competent and thorough supervision of the project • Standard business practice • Reporting irregularity to TRF • Implementing projects as approved • Financial review of projects • Timely and complete reporting

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

  20. Questions?

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