The Rotary Foundation and your club: the future is here!

1. The Rotary Foundationand your club:the future is here! District 6360 PETS March 15, 2013

2. Goals of session: • Brief review of TRF 101 from PETS I • Begin to understand TRF’s new grant model: Future Vision • Have the tools needed to apply for a grant from TRF

3. The Rotary Foundation is the charitable arm of Rotary International. It is OUR charity, and one of the top rated charities in the world. Review of TRF 101

4. Foundation Funding Annual Fund Contributions SHARE System Contributions Permanent Fund Spendable Earnings PolioPlus Fund

5. AF-SHARE 3-Year Cycle 2009 2010 2010 2011 2011 2012 2012 2013 2014 2015 2015 2016 2013 2014 • Funds from Annual Fund available to districts 3 years after they are contributed - through SHARE • Contributions to the Annual Fund made in 2010-11 available in 2012-13 • Contributions made in 2012-13 available in 2015-16

6. $200,000 $ Earnings used for administrative costs 2010-11 2011-12 2013-14 $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 Future Vision Grant Distribution Example ANNUAL PROGRAMS GIVING -- SHARE 2012-13

8. So your club wants to do a project …

9. Many resources under the Future Vision Plan – TRF’s new, simplified grant model! What resources are available for your club from TRF?

11. New Grant Model: • Global grants • District grants • Packaged grants

12. Global Grants

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

14. Global Grants • International Rotary partner required • World Fund match: minimum match of $15,000 • Therefore, $30,000 minimum budget • Community need and participation • Sustainable, measurable outcome • Long-term benefit • Apply directly online: rotary.org • Must align with one of Rotary’s six areas of focus

15. Areas of Focus • Peace and conflict prevention/resolution • Disease prevention and treatment • Water and sanitation • Maternal and child health • Basic education and literacy • Economic and community development

16. District Grants

17. District Grants • Single block grant awarded annually for club and district projects • Local or international activities • Include active Rotarian participation • Adhere to stewardship guidelines • Activities align with TRF’s mission

18. TRF 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

19. District Community Grants: for local projects by your club District International Grants: for international projects by your club District Grants

20. Open to all clubs. Grants are matching: your club puts in at least as much as the grant you receive. Grant funds will be disbursed after project is completed and all reporting has been accepted. * Club must be qualified to receive a grant. District Grant guidelines

21. District vs. Global Grants:a comparison

22. District vs. Global Grants District Grants Global Grants Funding: Clubs and Districts apply for a minimum World Fund award of $15,000, for a total project budget of at least $30,000. World Fund match of 1:1 for DDF, and 0.5:1 for cash. Awarded by TRF. • Funding: • District applies for a block grant, up to 50% of DDF, and distributes smaller amounts to clubs for projects. • No World Fund match. • Awarded to District by the TRF. District distributes funds to clubs.

23. District vs. Global Grants District Grants Global Grants Partner: International Rotary partner and host partner, both must be qualified. Scope or Vision: Must align with at least one of the six areas of focus. Long-term, sustainable, measurable. • Partner: • No partner required, can be local or international, District and Club must be qualified. • Scope or Vision: • Must be related to TRF’s mission. • Short-term, one-time, smaller in scope.

24. District vs. Global Grants District Grants Global Grants Activity Type: Educational, vocational, or humanitarian. Planning: Longer planning process. Involvement: Active Rotarian participation. • Activity Type: • Educational, vocational, or humanitarian. • Planning: • Shorter planning time. • Involvement: • Active Rotarian participation.

25. Strategic Partners and Packaged Grants

26. Packaged Grants • Strategic Partners • For Clubs and Districts • Large, comprehensive, sustainable projects • Rotarians focus on implementation • No cost to clubs: funded entirely by the World Fund and the strategic partners • Apply for these online: rotary.org

27. Strategic Partners

28. Any questions?

29. The Rotary Foundationand your club:the future is here!

30. What type of project can my club do to qualify for a grant?

31. What some clubs have done … • Lansing: Clean water gravity flow system • Middleville: Food backpacks • Cereal City Sunrise: Food backpacks • Delta-Waverly: Food backpacks • St. Joe/Benton Harbor: Classroom furniture • St. Joe/Benton Harbor: School supplies • Kalamazoo: Park equipment

32. What some clubs have done … • Portage: Community school project • Reading: Outdoor basketball court • Lakeshore: Wooden boardwalk • Lansing: Washer and dryer, orphanage • Lansing/DeWitt: Backpack school supplies • St. Joe/Benton Harbor: Literacy education • Union City: Shoes, boots, coats

33. Getting my club ready to apply for a grant

34. Plan a project Getting my club ready to apply for a grant

35. Steps in Creating a Project

36. Needs Assessment Talk with members of the community Assess your club’s resources and availability and its potential partners to meet the need Choose a project that is based on the community’s need

37. Project Planning Form a three-person grant committee Assign roles Set measurable and sustainable goals Create a budget Create an implementation plan Have a contingency plan

38. Successful Grant Projects Meet real community needs Have frequent partner communication Have implementation plan with measurable goals and outcomes Are sustainable projects that continue after grant funds have been expended Practice proper stewardship of grant funds

39. Principles of Sustainability Project impact after funding is expended Economic, cultural, social & resource Optimal use of local resources Respect natural resources Reach the most beneficiaries New methods in professional fields Prepare professionals to increase impact Use input and skills of grassroots groups

40. Creating a Budget Realistic Competitive bidding Reasonable prices Disclose potential or real conflicts of interest

41. What else should we consider when planning a project?

42. Your club should consider: Topic Communications plan Discussion Questions What are the benefits of creating this plan? What are the implementation steps? Who will be responsible? What will you do if something goes wrong?

43. Your club should consider: Topic Communications plan Financial management plan Discussion Questions What are the benefits of creating this plan? What are the implementation steps? Who will be responsible? What will you do if something goes wrong?

44. Your club should consider: Topic Communications plan Financial management plan Record keeping plan Discussion Questions What are the benefits of creating this plan? What are the implementation steps? Who will be responsible? What will you do if something goes wrong?

45. Funding

46. Plan a project • Club must become qualified Getting my club ready to apply for a grant

47. Club Qualification

48. Process open to all clubs. Ensures that clubs have the appropriate financial and stewardship controls in place to manage grants funds. Club agrees to implement MOU. At least 2 club members must attend a Grant Management Seminar (GMS). Not delinquent with reporting, payment of dues. Qualification good for one year Club President and PE for 2013-14 must sign off. Club Qualification

49. Terms of Qualification Entire club is responsible. Disclose potential conflicts of interest TRF Terms and Conditions Cooperate with all audits Proper use of grant funds Grant Reporting Potential Disqualification

50. Club Qualification Checklist • What MOU requirements does your club already implement? • What requirements does your club need to implement? • What type of club members would be good choices to help implement the club MOU?