ROTARY GRANTS

1. ROTARY GRANTS

2. ROTARY GRANTS • District grants • Global grants

3. GLOBAL GRANT VS. DISTRICT GRANT Global Grant District Grant Cost $30,000 minimum No maximum or minimum Funding World Fund, DDF, Cash DDF, Club Cash Application Online District Application Area of Focus One of six areas of Focus No area of Focus requirement Partnership Host and International Clubs No partnership required Sustainability Required Not required Measurability Required Not required Scholarships Graduate & Post-Graduate No study level requirement

4. DISTRICT GRANTS • Small-scale, short-term • Local or international activities • Alignment with the Foundation’s mission • Single grant awarded annually

5. DISTRICT GRANTS

6. GLOBAL GRANTS • Large, long-term projects • Sustainable, measurable outcomes • Alignment with a Rotary area of focus • International partnership • World Fund match

7. 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

9. GLOBAL GRANT: HUMANITARIAN PROJECT Saving Lives with Hemodialysis Machines to rural areas within Thailand …A gift of Vision with a Rotary Eye Hospital in New Delhi

10. GLOBAL GRANT: VOCATIONAL TRAINING TEAM A VTT Rotaplast Project in Iasi Romania

11. GLOBAL GRANT: SCHOLARSHIP • Global Scholar ARIEL STENEK • With the assistance of Rotary, Ariel received her Masters in International Relations in Paris. She is now employed in Honolulu, by a non-profit Indo-Pacific THINK TANK, which has been in business for 44 years and is a research institute on Foreign Policy.

12. STEWARDSHIP AND QUALIFICATION

13. STEWARDSHIP Stewardship is the responsible management and oversight of grant funds, which ensures that funds are used properly and benefit the populations in need.

14. STEWARDSHIP PRACTICES • Supervise projects • Implement projects as approved • Report irregularities • Submit reports • Retain documents

15. Foundation Grant Financial Requirements • Disbursement Requirements: • Do not disburse funds until your grant application is approved • Maintain separate grant bank accounts • Two (2) signatures required for disbursements. • Invoices and proof of payment required for all disbursements. • Proof of Expenditures: • Promptly deliver receipts for all expenditures to the Club Treasurer. • If there is a difference between the receipt and invoice amounts, prove documentation to the Treasurer • Retain account records in physical form and electronic form for five (5) years from the date of Approval of the Final Report.

16. Foundation Grant Financial Requirements (cont.) • Monthly Reconciliation: • The District Grant Account and each Global Grant Account will be reconciled on a monthly basis by the Club Treasurer and a report of this shall be made to the Club President and President-elect - Clubs will only be required to maintain a Global Grant Account if they are responsible for management of the funds. This is usually the role of the International partner.

17. District Audit of Grant Records If your club is selected to be audited, the following documents will be requested for the review by a member of the audit committee: 1.  The grant report showing the revenues and disbursements for the project 2.  Bank statements 3.  Cancelled checks 4.  Bank signature cards 5.  Check registers 6.  Invoices and receipts to support disbursements 7.  Bank reconciliations

18. District Audit of Grant Records (cont.) If your club is selected to be audited, the following documents will be requested for the review by a member of the audit committee: 8.  List of physical assets acquired for the grant projects, if any 9.  Report to district of misuse of funds, if any  The review is limited only to the transactions regarding the grant, and does not include the other operations and bank accounts of the club.

19. STEWARDSHIP ACTIVITIES The Foundation manages grant funds through: • Report tracking • Routine monitoring • Investigating allegations • Stewardship seminars • Qualification

20. DISTRICT QUALIFICATION • Complete the qualification process online annually • Agree to implement the memorandum of understanding (MOU) • Conduct grant management seminars for clubs

21. CLUB QUALIFICATION • Agree to implement the club memorandum of understanding (MOU) • Attend a grant management seminar • Complete any other district requirements

22. TAKE ACTION – DISTRICT GRANTS • Complete Club Qualification • Complete Final Reports on current District Grants • Talk with your President Elect and Incoming Board about possible projects – both local and international • Discuss funding required and how to obtain • Be ready to submit District Grant Application July 1 – August 1st. • Ensure two members attend Fall Grant Management Seminar to be ready for next year

23. TAKE ACTION – GLOBAL GRANTS • Talk with your district Rotary Foundation Grant committee chair or Global Grant chair about a future project. • Work with your district international service committee chair or your district Rotary Foundation committee chair to improve the quality, impact, and sustainability of your global grant projects. • Read the Guide to Global Grants • Review the Community Assessment Tools • Start with the Global Grant Template / Do not submit! Read the Guide to Global Grants

24. RESOURCES • DRFC Chair Laura Steelquist laura@himed.cc • DRFC Vice Chair Mark Harbison markaharbison@gmail.com • Global Grants Chair James Ham james.ham@gmail.com • District Grants Chair Gloria King glory.king@aol.com • International Service Murray Visser visserrm@hotmail.com • Scholarship Chair Alan Kusunoki aakusunoki@aol.com

25. Questions? • Thank you for your time and service!