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The Rotary Foundation

The Rotary Foundation. WELCOME! District 5300 Assembly Humanitarian Grants - Training Module. 2007 District Assembly. The Rotary Foundation of Rotary International. Today’s Discussion Areas. International Matching Grants (MG) District Simplified Grants (DSG)

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The Rotary Foundation

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  1. The Rotary Foundation

  2. WELCOME!District 5300 Assembly Humanitarian Grants - Training Module 2007 District Assembly The Rotary Foundation of Rotary International

  3. Today’s Discussion Areas • International Matching Grants (MG) • District Simplified Grants (DSG) • 3-H (Health, Hunger, and Humanity) Grants • Voluntary Service Grants • District 5300 Youth Foundation Grants

  4. Contributions to TRF • Annual Program Fund Donations • Donations held 3 years • interest used to pay administrative costs • After 3 years: • 50% used for Rotary Foundation World Fund: • pay for grants, GSE, matching grants, scholarships, etc. • 50% returned to the District • called District Designated Funds or DDF • to support Foundation programs (e.g. matching grants)

  5. How our District Plans to Spend our DDF in 2008-09 & 2009-10 2008-092009-10 (Hernandez) (Novotny) • Ambassadorial Scholars $115,000 $120,000 • Peace Scholar program 10,000 - • GSE Team Costs 6,500 1,000 • District Simplified Grants 25,000 35,000 • Matching Grants 90,00090,000 • Total DDF Allocation $246,500 $246,000

  6. Matching Grants:What They Are • Grants that address humanitarian needs: • Health, hunger, literacy, water. • Grants that build Rotary networks: • Require a partnership between two Clubs or Districts in different countries.

  7. Matching Grants: Examples of Projects • Helping communities to develop their economies • Creating sources of water • Providing medical care and equipment • Aiding the disabled • Delivery educational programs: • Literacy • Vocational • Occupational)

  8. Matching Grants Guidelines • Involve active Rotarian participation. • Address humanitarian need. • Include: • clear and concise budget • explanation of the problem • invoices to support expenditures. • Eligible expenditures (no bricks or mortar projects)

  9. Matching Grant Funding Guidelines for International Projects • The Rotary Foundation (TRF) will match: • US $0.50 for every US $1 contribution from a Rotary Club • US $1 match for every US $1 DDF contribution from the District • Minimum TRF grant award: • US $5,000 • usually implies an $11,700 project. • Maximum TRF grant award: • US $150,000 • usually implies a $350,000 project.

  10. The Matching Process for a MG – Simple Example District Club $4,000 $4,000 50% 100% $2,000 $4,000 Total: $14,000 (x3.5)

  11. The Matching Process for a MG – Complex Example • Club A $3,000 new cash • District A $3,000 DDF • Club B $1,500 new cash • District B $ 500 DDF • TRF $1,500 (matches 50% Club A) • TRF $3,000 (matches 100% District A) • TRF $ 750 (matches 50% Club B) • TRF $ 500(matches 100% District B) • Total $13,750

  12. International Grant Projects – District 5300 Procedures http://www.matchinggrants.org • Use this site to: • Select or post a project project • Pledge financial support to a project • Coordinate the preparation and submission of the matching grant application • Solicit pledges (worldwide)

  13. Matching Grants The Steps - #1 • Select a project (or add one to the Website). • Identify funding: • Pledge your Club’s support • Invite other Clubs to pledge • Determine District financial support: • Call the District matching grant coordinator (George Newton) for DDF funding • Complete and submit the grant application.

  14. Matching Grants The Steps - #2 • A complete grant application includes: • grant application • deposits of funds from the Clubs • pro-forma invoices (if needed) of costs • Submit to District Grant Chair for review and approval. • District then submits to The Rotary Foundation.

  15. Matching Grants The Steps - #3 • The Rotary Foundation: • assigns a Matching Grant # • informs you of decision. • If project is funded: • TRF releases funds to the foreign Club • Foreign Club completes project • Club submits final report to TRF. • It is possible to start and finish an international grant project in twelve months.

  16. Our Clubs have used MG’s for … • School equipment for India (multiple clubs) • Books and computers for college in Uganda (multiple clubs) • Clean water project in Mexico (multiple clubs) • Clean water project in Pakistan (multiple clubs) • Equipment for an orphanage in Mexico (El Monte) • Wheelchairs for Bangladesh (Glendora) • Literacy project in South Africa (two grants underway by multiple clubs) • Clean water project in Ghana (multiple clubs) • Bus for orphans in Botswana (multiple clubs) • Surgical table for hospital in India (multiple clubs) • Rain water gathering project in Uganda (Pomona) • Equipment for a school in Mexicali (Rancho Cucamonga) • Clean water project for the Philippines (Rancho del Chino) • Medical equipment for eye surgery (multiple clubs)

  17. District Simplified Grants • District Simplified Grants (DSG’s): • Funded out of District Designated Funds (one per club per year) • Help fund local and international humanitarian grants (priority given to local projects) • Range of DSG award to Club - $500 to $1,500 • Handled by District (application on District website) • Project budget of at least $1,500 • Provides a 50 cent match per Club dollar: • $1,500 project = Minimum $500 DSG and $1,000 Club • $4,500 project = Maximum $1,500 DSG and $3,000 Club • Project budget can be > $4,500, but DSG will only fund $1,500

  18. Our Clubs have used DSG’s for … • Athletic equipment (Montebello) • Solar panels for an orphanage in Tijuana (Arcadia) • Computers for Red Cross (Victorville) • Teacher mini-grants (Green Valley Henderson) • Clothing for children (Rancho del Chino) • Swim lessons for youth at the YMCA (Monrovia) • Shoes and socks for children (West Covina Sunrise) • Computer equipment for school in India (Las Vegas Southwest) • Search and rescue equipment (Sierra Madre) • Purchase of part of a Police dog (Pomona) • Music equipment for school (Mesquite Sunrise) • Clothing for the needy (Las Vegas) • Drug campaign against meth (multiple Las Vegas Clubs)

  19. 3-H Grants – What are They? • Health, Hunger, and Humanity (3-H) Grants: • Fund long-term, self-help, and grassroots development projects. • Involve Rotary clubs and Districts in at least two different countries. • Have a significant number of Rotarians actively participating in the project. • On an approved 3-H Grant, $30,000 contributed from Clubs / Districts will be matched 10:1 or $300,000 for a total of $330,000!

  20. 3-H Grants Guidelines • Clubs must have a history of collaboration: • Successful grant during prior five years. • Projects must be: • Long-term, self-help, grassroots development • Self-sustaining (after funds are spent). • Sponsors must: • be current on previous grants • provide minimum of 10% of award.

  21. Voluntary Service Grants (VSG) • Funds for international travel to: • plan a matching grant project, or • provide direct service to a project. • Requirements: • Must be an active Rotarian • Minimum stay is 10 days at project site • Grant amounts: • $3,000 for an individual • $6,000 for a team of up to 5 members

  22. District Website The District website has explanations and links for the various grant programs: • International Matching Grants, • 3-H Grants, • Voluntary Service Grants , • District Simplified Grants, and • District 5300 Grant

  23. Foundation Speakers for a Club Meeting • Overview of the Foundation and how it works • Visiting GSE teams speaking about their country/culture • Our GSE teams talking about their experiences • Past and current Ambassadorial Scholars • World Peace Scholars • District 5300 Rotarians who have participated in polio national immunization days (NIDs) in Africa and India • Clean water projects • Using Foundation grants to carry out projects

  24. The End

  25. Rotary Foundation Facts • Polio Plus: • Project to eradicate Polio • Over 500 million children vaccinated annually • Over $600 million given by Rotarians • We are ever so close to eradicating polio! • Humanitarian Grants: • Local and international impact • We impact/improve the live of millions of people annually • Ambassadorial and Peace Scholars: • We havethe largest non-governmental scholarship program in the world. • Group Study Exchange (GSE) Program: • we have over 400 GSE teams traveling to learn about vocations and cultures of other countries.

  26. Rotary Foundation Finances (in millions) as of 6 / 30 / 06

  27. TRF Mission Statement The mission of The Rotary Foundation is to support the efforts of Rotary International in the achievement of world understanding and peace through local, national, and international humanitarian, educational, and cultural programs. Only with the financial support of Rotarians can this mission be accomplished.

  28. Role of the Club Foundation Chair • Help achieve club/president goals • Educate club members about the Foundation’s goals and programs. • Encourage participation: • in the programs • financially

  29. District 5300 Giving Summary 2006-07 Contribution totals for District 5300 • District 5300*:2,741 Rotarians • Annual Program Fund (APF):$200/person/year • Giving: • Unrestricted (APF-SHARE):$547,098 • Restricted (polio, disasters, matching grants):$106,514 • Permanent Fund: $56,555 • Total Contributions: $710,167

  30. Matching Grants A Funding Example • The Rotary Clubs of Las Vegas, Victorville, and San Marino each commit $2,000 or $6,000 in total for a matching grant for potable water in Tanzania for a village of 10,000 inhabitants. • District 5300 uses $6,000 in DDF to match the Clubs’ total. • The Rotary Foundation uses the World Fund to match the District 100% ($6,000) and the Clubs 50% ($3,000). • Total funding for the project = $6,000 + $6,000 + $6,000 + $3,000 or $21,000! • $1 at the Club level becomes $3.50 when it reaches Peru.

  31. 3-H Grants

  32. District 5300 Foundation Grants • District 5300 Foundation grants: • $5,000 available annually • Primary emphasis is Youth Service • Up to $1,000 per Club or project • Guidelines: • One page application (District website) • Requires budget and final report

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