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T HE R OTARY F OUNDATION of Rotary International

T HE R OTARY F OUNDATION of Rotary International. eLearning Humanitarian Programs. exit. Foundation eLearning 2005. The Rotary Foundation of Rotary International. Main Menu. Press Esc any time to exit the course. 1. 2. Matching Grants. District Simplified Grants. 3.

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T HE R OTARY F OUNDATION of Rotary International

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  1. THE ROTARY FOUNDATIONof Rotary International eLearning Humanitarian Programs exit Foundation eLearning 2005 The Rotary Foundation of Rotary International

  2. Main Menu Press Esc any time to exit the course 1 2 Matching Grants District Simplified Grants 3 Individual Grants 4 5 3-H Grants Stewardship

  3. Matching Grants To assist Rotary clubs and districts in carrying out humanitarian World Community Service projects in cooperation with Rotarians in another country Matching Grants on the web

  4. Matching Grants • $0.50 matching for every $1 cash contribution • $1 match for every $1 of DDF (SHARE) contribution • Maximum grant award: $150,000 Match funded through the World Fund

  5. Matching Grants • Minor Matching Grants • $0 to $2,000 • Major Matching Grants • $2,001 to $25,000 • Competitive Major Matching Grants • $25,001 to $150,000 Three Types of Grants

  6. July March 1 31 Matching Grants Minor Matching Grants & Major Matching Grants(non-competitive) Accepted: Application Schedule through

  7. Matching Grants Deadlines Deadlines for Competitive Matching Grants $25,001 - $150,00

  8. Matching Grants • Projects must involve active Rotarian participation • Grants must address a humanitarian need • All grants must adhere to the Terms and Conditions of Matching Grants Awards • Reports due every 6 months General Guidelines

  9. Matching Grants Rotary Clubs and district are required to: • Communicate with co-sponsors for life of project • Establish committees to oversee project • Plan project jointly • Establish expectations of all participating clubs and districts Guidelines: Minor MatchingGrants

  10. Matching Grants Rotary Clubs and district are required tofollow the activities outlined in Minor Matching Grants and: • Host club: • Visit project site • Provide regular updates • International club: • Share information and/or site visits Guidelines: Major MatchingGrants (up to $25,000)

  11. Matching Grants Rotary Clubs and district are required tofollow the activities outlined in Major Matching Grants and: • Perform a community needs assessment • Project sustainability plan • Demonstrate community involvement and ownership Guidelines: Major Competitive Matching Grants (up to $150,000) test Test your Humanitarian Programs IQ

  12. Matching Grants TEST The Rotary Foundation will match every $1 cash contribution with what amount? (Click the correct button) $1 $2 Depends on SHARE contribution 3 years earlier $0.5 1

  13. Matching Grants TEST How often are reports due for a matching grant? (Click the correct button) Every 6 weeks Once a year Every 6 months On the 15th of every month the grant is open 2

  14. Matching Grants TEST Rotary clubs and districts are required to establish a committee of how many Rotarians to oversee a project? (Click the correct button) 2 3 5 Depends on grant amount 3

  15. That’s correct! Now click here for the next question. next 1

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  17. That’s correct! Now click here to continue with the course. next 3

  18. District Simplified Grants To support service projects in the local community or internationally DSG on the web

  19. District Simplified Grants • Use a maximum of 20% of district’s DDF • One grant per year per district • Direct Rotarian involvement required • Reporting must be up-to-date (every 6 months) • Requests accepted 1 July – 31 March in Rotary Year prior to implementation of projects

  20. District Simplified Grants District Designated Fund DDF is 50% of total Annual Program Funds raised by a district three years earlier. The other 50% goes to the World Fund where it is mainly used for Rotary’s match in Matching Grants, Individual Grants and to send Group Study Exchange teams. DDF available for District Simplified Grants represents 20% of the districts Annual Program Fund giving three years earlier.

  21. District Simplified Grants Rotarian Involvement by: • Assessment of community needs and development of a project plan • Establishment of a committee of at least 3 Rotarians for project oversight • Oversight of funds • Involvement in the implementation of projects • Provision of evidence of community involvement • Organization of meetings with local service providers and officials • Promotion of project in the local media

  22. District Simplified Grants • For grants over $25,000, payment will be made in installments based upon a spending plan. • Districts must provide progress reports delineating the expenditures of funds before additional installments will be made. Important Criteria test Test your DSG IQ

  23. District Simplified Grants TEST How many District Simplified Grants is a district allowed to apply for per year? (Click the correct button) 2 Depends on available DDF 1 10 1

  24. District Simplified Grants TEST Which statement is not an aspect of Rotarian involvement required for DSG participation: (Click the correct button) Assessment of community needs and development of a project plan Involvement in the implementation of projects Promotion of project in the local media Linking of personal bank account to project account 2

  25. District Simplified Grants TEST If the District Simplified Grant is more than $25,000, payment will be made… (Click the correct button) in installments based upon a spending plan in one lump sum in thousand-dollar increments based on submission of receipts When the project is complete and all receipts are submitted to TRF 3

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  28. Individual Grants To subsidize the airfare and travel-related expenses of Rotarians who volunteer their services to directly support humanitarian endeavors or plan projects in another country Individual Grants on the web

  29. Individual Grants • Funded by the World Fund • Grant supports: • Rotarians and their spouses • Rotaractors • Qualified Foundation Alumni who have the skills to provide direct service. • $6,000 maximum per group (2-5 Rotarians) • $5,000 maximum per individual • Minimum: 5 days on site • Maximum: 60 days on site

  30. Individual Grants • Economy class airfare • Minimal daily living expenses, food and accommodations • Travel-related expenses (e.g. visa, travel vaccinations, insurance, etc.) • Project-related expenses Eligible Budget Items Include:

  31. Individual Grants • Applications should be received by TRF four months before anticipated departure • Application must be approved at least two months before scheduled departure • Applications accepted on a rolling basis Application Process test Test your IndividualGrants IQ

  32. Individual Grants TEST Individual Grants support the travel of: (Click the correct button) Rotary Center Peace Scholars Group Study Exchange Team Leaders Rotarians, their spouses, Rotaractors, and qualified TRF Alumni District Governors-elect to GETS and the International Convention 1

  33. Individual Grants TEST Which of the below expenses is not covered by Individual Grants: (Click the correct button) Economy class airfare Gifts for host families Minimum daily living expenses Travel vaccinations 2

  34. Individual Grants TEST Individual Grants applications should be submitted to TRF by? (Click the correct button) 1 October 4 months before anticipated departure 6 months before anticipated departure 3 weeks before anticipated departure 3

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  37. 3-H Grants HEALTH HUNGER HUMANITY Funds long-term, self-help, grassroots development projects that are too large for one club or district to implement on its own 3-H on the web

  38. 3-H Grants Requirements • Host and sponsor clubs must have successfully served as primary sponsors of a Matching Grant project within 5 years of submitting application. • Sponsors must be current on any previous 3-H or Matching Grants awards • Sponsors must provide a minimum of10% of the 3-H award amount

  39. 3-H Grants Requirements • Projects must address humanitarian needs by using multiple program components such as: • Training • Community Participation • Rotary Community Corps • Capital assets • Technical expertise In other words… Click here

  40. 3-H Grants 3-H Grants should be used to address a multiple issues, for example: • Not only: • Medical equipment • But for: • Medical equipment • Training on equipment • Public health education • Public relations campaign on Rotary’s involvement

  41. 3-H Grants 3-H Important Dates 1 July – 31 March 1 August • Proposals accepted at TRF • Qualified proposals will receive an application to be completed by the sponsor • Applications for consideration at the April Trustee meeting must be received by 1 August 1 November • Deadline for sponsors to complete application requirements test Test your 3-H IQ

  42. 3-H TEST The 3-H Grants program is designed to: (Click the correct button) Fund disaster relief projects Fund long-term, self-help grassroots development projects Pay Rotarian travel expenses while on a Matching Grants site visit Fund water projects 1

  43. 3-H TEST 3-H Grants sponsor must contribute a minimum of how much towards the project : 5 % 10% 20% 50% 2

  44. 3-H TEST What is the deadline for submitting 3-H proposals? 1 October 31 March 15 January Accepted on a rolling basis 3

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  47. 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

  48. Stewardship • Treat TRF funds as a sacred trust • Maintain competent and thorough supervision of a project • Comply with standard business practices • Report any irregularities to TRF How to comply with TRF’s Stewardship requirements

  49. Stewardship • Implement projects as approved by TRF • Ensure financial review of projects • Maintain timely and complete reporting How to comply with TRF’s Stewardship requirements Click here to see Trustee Standards on the Web

  50. Stewardship What does it accomplish? • Celebrates successes • Demonstrates good use of TRF funds • Shows transparency • Fulfills government requirements • Highlights lessons learned • Earns future support Reporting

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