District Grants Management Seminar

1. District Grants Management Seminar Vision for the Future Transform Lives

2. Overview of Future Vision Plan Management of a Foundation Grant Stewardship & sustainability requirements Club Qualification Signing the club MOU Grant Projects Getting Started Agenda

3. Dreaming Big We can’t accomplish everything that we dream, but we only can accomplish things that we dare to dream.

4. Secret of Our Success is: We Are Changing Lives Old Way of Doing Matching Grants is Done

5. Five Concepts of Rotary Grants • Compassion • Passion • Story • Friendships • Team

6. Encourage & Lift Up Our Clubs • Strengthen, encourage, and lift up • Don’t keep our success a secret • Paperwork has changed • Grants team will Help you achieve goal • Grants applications are online • Still keep copy in Word and Excel, too.

7. First Steps Are Easy • Write one-paragraph summary • Write one-page summary • Find a picture that “tells the story” • Send email to district grants team • Ask for help and advice at idea stage • Talk to us on district grants team about your ideas and dreams

8. Introductions and Dreams • Why are you here? • What do you want to learn? • What are your dreams? • Is the project at home or overseas? • Stop me and ask a lot of questions… • Want our time to be interactive…

9. Time to Lead is Now • You can lead • Inspire people • Give to the Annual Fund • Partner with other districts and clubs • Mentor and encourage • Other districts are looking for us for leadership

10. D7570 Leading the World • One of Best in the entire World of Rotary • We Can Get it Done! • Recognized for Leadership • You are Leading Best Clubs • We are Trusted, Respected and Known • We Have Best Talent and Results • Right Here, Right Now in VA & TN

11. Six Grant Areas of Focus Water Disease and Maternal & Prevention Sanitation Child Health & Treatment

12. Six Grant Areas of Focus Goodwill Basic Educationand Peace and Literacy Economic & Community Development

13. Key Partners on a Global Grant • Host Club – In Country Club • International Lead Club – Our Club • Funding Clubs in our area or district • Rotary Foundation Country Coordinator • Partnering Rotarians around US or world • Governmental Organizations • Charitable Organizations • Churches and other Faith Based Groups

14. Why Bother With a Host Club? • It is their hometown and home country. • Know the needs of their community like we do in America • It is a requirement of Rotary Foundation • It makes sense • Takes time to build friendships and goodwill with host Rotarians • Be willing to find win-win project.

15. We Know Story… Ensuring Achievable, Sustainable, and Measurable Results Be Good Stewards

16. Key Jobs on Global Grant Team • Project Lead • Grant Writer • Guru • Champion • Liaison(s) to Host Club & Foundation • Reporter • It is possible to do it all, but easier to share work.

17. Rotary Foundation is Growing • $813.7 Million in Total Assets • $110.1 Million Given to Annual Fund • $77.9 Million for all Grants • $102.8 Million for End Polio Program • $185.7 Million in Program Awards

18. D7570 Annual Fund GivingGiving Six-Year Average $433,508 to Annual Fund $113.18 per capita in giving versus $111 for US

19. Funding The Rotary Foundation invests our Annual Fund Contributions for three years before the funds are used for grants. 2010-2011 Annual Fund Gifts are returned in 2013-2014 for our District Designated Funds.

20. D7570 2013-14 DDF Funds $446,480 50% SHARE 50% District Designated FundsTRF World Fund $223,240 $223,240 Annual Fund Gifts in 2010-2011

21. D7570 2013-14 DDF Funds $446,480 50% SHARE 50% District Designated FundsTRF World Fund $223,240 $223,240 34% 19%5% 42% (min.) $80,142 $44,648$13,000 $100,000 District PolioGSE Global Match from TRFGrants PlusTeam Grants Annual Fund Gifts in 2010-2011 Matches 100% of District $ 50% of Club $

22. Three Types of Grants • End Polio Now • Humanitarian • District Grants • Global Grants • Packaged Grants • Educational • Scholarships • Peace Fellowships • Vocational Training Teams

23. Global Grant Funding US $ • Contributions from Various Clubs $10,000 • District Match ($1:$1) max. $20,000 $10,000 • Rotary Foundation Match • Match of Club Funds ($.50:$1) $ 5,000 • Match of District Funds ($1:$1) $10,000 Total Funding $ 35,000

24. Global Grants are New! • Bigger Budgets • Minimum match by foundation $15,000 • Minimum project budget is $30,000 • Align with one of the six areas of focus • Longer-term Impact of grant • Grant managed by Rotary Foundation

25. Global Grants are BIG! • Fund Large-scale International Projects • Respond to need identified locally • Designed so the community can help itself after the Rotary work is done • Apply online at Rotary website • Active Rotary Involvement • Support Graduate-Level International Study

26. Global Grants at Member Access at www.rotary.org

27. Global Grants at Member Access at www.rotary.org

28. District Grants are Changed! • District Grants will fund: • Local or International Projects • Humanitarian, Educational & Travel • Disaster Recovery & Other • Grant Match may average $3,000 • Grants Managed by Our District • Maximum District match is $7,500

29. District Grants are Flexible! • Simple, flexible, innovative • Educational & humanitarian projects • Align with Rotary Foundation mission • Smaller budgets & local decisions • Local decision making, less red tape • No Match from Rotary Foundation

30. Area Clubs Team on Grants • We Had Three Area Global Grants for South Africa, Bangladesh & South Sudan • Adding an area “Collaborative Grant” for District Grants in 2013-2014 • Team of Four (4) Clubs • Award of $7,500 for “Area” Project • Local Project Preferred

31. District Grants Next Year • Application is Online at rotary7570.org • Rough Draft by President Elect Training • Deadline is April 15th • Want Every Area Represented with Grants this Year • Short and Easy Application Form

32. Online District Grants www.rotary7570.org/district/grants

33. Examples of Grant Activity District Grants Global Grants • International travel for local doctor to volunteer. • Scholarship for student to attend local university. • Donation of art supplies to assist local youth. • Mixed profession vocational training teams • Dictionary project in Jamaica and Virginia • Other Examples ? • International safe drinking water, sanitation, and hygiene education • Sponsorship ofstudent to Study Abroad. • International malaria project • Single vocation Rotary Vocational Training Team sent abroad Other Examples ?

34. Does it have a sign?

35. What Can We do with Rotarians?

36. Do You See a District Grant?

37. Packaged Grants are New! • Predesigned Large Projects • Educational & Humanitarian Projects • Comprehensive in Scope • Sustainable Programs • Funded by Strategic Partner & Rotary • Implemented by Rotarians • Initial Partners include Mercy Ships, Oikocredit, UNESCO – Institute for Water Education and Aga Khan University

38. Great Add-on for Global Grant • Packaged Grants ideal for small clubs who want to contribute their time and some money • Good way to expand a global grant with economic stimulation with micro-credit loans by experienced partner • We’ll need to study potential uses over next year.

39. New! Club Qualification • Attend grant training • Sign MOU • Be good steward • Show results • Be current on all reports • Only needed on Global Grants

40. Club Must Qualify Annually Entire club is responsible Disclose potential conflicts of interest Follow Foundation Terms and Conditions Cooperate with all audits Grant Reporting Attend this training annually Terms of Qualification

41. Grant game has changed Check out new terms guiding Global Grants More flexible on projects Key factor: areas of focus A “reasonable test” is applied to many ideas Rules are Changing

42. Creating a Project Requires compassion, passion, telling a story, friendships and a team

43. Talk to Everyone. Get ideas and buy-in across community leaders Trust local knowledge & ways of working Choose a project that is based on the community’s need over the long-term Assess your club’s resources and availability and its potential partners to meet the need Needs Assessment

44. Form a six-person grant team Assign roles Determine primary contacts Set measurable and sustainable goals Create a budget Create an implementation plan Have a contingency plan Identify cooperating organization to help Project Planning

45. Setting Specific Goals • Measurable • Sustainable • Qualitative (descriptive) • Quantitative (numeric) • Gather baseline data • Decide how to measure

46. Use implementation plan Lasts long after money is gone Evaluate results of grants Tell story of good and bad Talk all the time to Rotary partners via cell phone, email, texting, calling cards, & Skype Successful Grant Projects

47. 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 Principles of Sustainability

48. Topic Communications plan Financial management plan Record keeping plan Needs Assessment Plan Measurable Results Questions What are the benefits of creating these plans? What are the implementation steps? Who will be responsible? What will you do if something goes wrong? Plans Needed for Grant

49. Food for your thoughts Questions?

50. Creating a Budget • Realistic & Usable • Competitive bidding • Reasonable prices • Disclose conflicts of interest • Need More Clubs to Fund Project Now