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The Rotary Foundation 2013 Our Next Century of Service

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  1. The Rotary Foundation 2013Our Next Century of Service D5030 Grants Management Seminar Nov 17, 2012

  2. Upcoming District Event District 5030 Holiday Party 6:00PM to 8:00PM Saturday, December 15, 2012 Rainier Club

  3. Global Peace Forums Berlin, Germany -- Peace Without Borders November 30 - December 2, 2012 Honolulu, Hawaii, USA -- The Green Path to Peace January 25 – 27, 2013 Hiroshima, Japan -- Peace Begins with You May 17-18, 2013

  4. Celebrate the Year at District Conference • Bringing together: • - Peace through Service • - To Russia with Love: • GSE/Hands on Project • Celebrate an Epic year • Special Club Pricing TODAY

  5. Rotary Foundation Global Grants

  6. Rotary Foundation District Grants

  7. The Rotary Foundation Participation AND Engagement

  8. The Rotary Foundation 2013Our Next Century of Service D5030 Grants Management Seminar Nov 17, 2012

  9. 1917

  10. 2012

  11. Over 12,000 Rotarians surveyed What has worked well? What’s not working so well?

  12. Key Issues #1: 1965 – 1995 10,000 Matching Grants 1996 - 2004 10,000 Matching Grants 2005 - 2009 10,000 Matching Grants

  13. Key Issues #2: Rotarian projects good but often not sustainable #3: Rotarians lacked flexibility to mix / match between programs (scholarships/ exchanges / grants)

  14. Areas of Focus • Peace & Conflict resolution • Disease prevention and treatment • Water and sanitation • Maternal and child health • Basic education and literacy • Economics and community development

  15. Annual Fund $ In Polio Plus Permanent Fund • GSE • Ambassadorial Scholars • Scholarship for Univ. Teachers • District Simplified Grants • Individual Grants • Matching Grants • 3H Grants • Blane Immunization Grants Polio Plus Peace Scholars $ Out

  16. Annual Fund $ In Polio Plus Permanent Fund Polio Plus Peace Scholars Global Grants District Grants $ Out

  17. New Grant Model • District Grants (< $30K) District Administers • Global Grants ($30K - $200K) TRF Administers • Sustainable • 6 Areas of focus

  18. 2010 – 2011 2011 – 2012 2012 – 2013 2013 – 2014 Go Live Testthe Model

  19. Learning ObjectivesYou will learn today: • How TRF Global grants and District matching grants will allow D5030 to design and implement projects • How to enroll your club to qualify for these grants

  20. Learning ObjectivesContinued: 3) How to write a successful grant application • How to provide the required level of stewardship and reporting • The Six Areas of Focus & Sustainability

  21. New Grant Model Rotary Foundation Global Grants Rotary Foundation District Grants

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

  23. Global Grants • Long-term projects • Larger grant awards • Sustainable outcomes • Alignment with areas of focus • World Fund match • Two options: (1) club- and district-developed and (2) packaged • Scholarships & Voc. Training

  24. District Grants Overview • Best ever opportunity for community projects • International projects too • Up to $30,000 total project

  25. District Grants Overview • District can double your Club’s contributions • Adding partners can triple their contributions • Increases impact for all partners • Up to 2 years to implement projects

  26. District Grants Overview • Burien/White Center’s $14,000 • They invest $2,500 • 4 partner clubs contribute a total of $3,000 • District matches with $8,500 • Stay tuned to learn how

  27. Developing A Project • Needs assessment • Project size parameters • Role(s) of Rotarians • Other necessary partners.

  28. Needs Assessment • Define the need or problem to be addressed • Consult with affected community/beneficiaries and partner organization(s) re potential solutions • Determine feasibility of proposed solution • Identify how success will be measured http://www.rotary.org/en/serviceandfellowship/startaproject/Assessments/Pages/ridefault.aspx

  29. $ Grant Parameters • District Grants up to $5,000 • District Grants $5,001 - $15,000 • Global Grants $15,000 - $200,000

  30. District Grants under $5,001 • Within Rotary’s mission • Examples: • Renovating/repairing structures • School or cooking supplies/equipment • Project reconnaissance/development trip (no partner required) • Scholarships

  31. District Grants $5,001 - $15,000 • Address at least 1 “Focus Area” • Sustainable • Host country Rotary partner (if international)

  32. Global Grants $15,000 - $200,000 • Minimum total project budget = $35,000+ • R.I. match $15,000 - $100,000 • R.I. match over $100,000 “competitive”

  33. Global Grants $15,000 - $200,000 • Requirements: • Address 1 or more “Focus Areas” • Use 2-step Global Grant proposal & application • Partner with host country Rotary Club partner • Emphasis on sustainability • Monitor & evaluate impacts

  34. Role(s) for Rotarians • Participate in project design • Provide financial support & fiduciary oversight • Participate in implementation • Monitor, evaluate & report project results

  35. Finding Partners • Local NGOs & service organizations • Rotarian connections through other clubs, travel & previous project relationships • District information or ProjectLINK on R.I. website • Check out partner (contact.center@rotary.org)

  36. District Grants – A Great Offer • Have you wanted more District $? • Have you felt limited by the DSG 1 yr implementation limit? • Have you considered partnerships with other D5030 Rotary Clubs?

  37. District Grants – A Great Offer 2 • Projects up to $30,000 total budget • District Grants up to $15,000 • Up to 2 years for implementation

  38. 100% Match Requirements • More than 50% of members donate to TRF (last two years) • At least $100/member average donation (last two years) Otherwise, only 50% match

  39. New: District Partnership Incentive • Each partner club’s contribution can earn an incentive match, up to $1,000 • Limit: $1,000/club & $3,000 total • Unique to District 5030

  40. How Partnership Incentive Works • Burien/White Center H4H $14,000 Project District 1:1 matchIncentive Lead Club $2,500 $2,500 Partner 1 $1,500 1,500 $1,000 Partner 2 1,000 1,000 1,000 Partner 3 750 750 750 Partner 4 250 250 250 TOTAL $5,500$5.500$3,000

  41. New Proposal Form Due May 1

  42. Example

  43. District Grants Timeline • May 1 -- District Proposal Deadline • June 15 – Notifications of Approval to Clubs • July 15 – August 15 – Applications Due Applications will be reviewed and funded on a rolling calendar basis

  44. Grant Examples – Community Projects • District 5030 Club Contribution $1,000 District Grant (1:1) 1,000 PROJECT TOTAL $2,000 • District Lead Club $1,000 District Partner Clubs (2 @ $250) 500 District Partnership Incentive (@$250) 500 District Grant (1:1) 1,500 PROJECT TOTAL $3,500

  45. District Grant Examples – Int’l Projects 1 • District Lead Club $4,500 District Grant 4,500 Host Int’l Club (Mumbai) 1,000 Mumbai District Match 1,000 PROJECT TOTAL $11,000 • District Lead Club $4,500 District Partner Club 3,000 Host Int’l Club (Mumbai) 1,000 District Partnership Incentive 1,000 District Grant (1:1) 7,500 Mumbai District Match 1,000 PROJECT TOTAL $18,000

  46. District Grant or Global Grant? • District Lead Club $4,500 District Partner Clubs (2) 6,000 Host Int’l Club (Mumbai, India) 1,000 District Partnership Incentive 2,000 (Up to$1,000/club) District Grant (1:1) 10,500 MumbaiDistrict Grant 1,000 PROJECT TOTAL $24,000 (still < $35,000) • District Lead Club $4,500 District Partner Club (2) 6,000 Host Club (Mumbai, India) 1,000 District 5030 Match 10,500 Mumbai District Grant (1:1) 1,000 World Fund District Match (1:1) 11,500 World Fund Club Match (0.5:1) 5,750 PROJECT TOTAL $ 40,250 (now >$35,000)

  47. $35,000 Global Grant D5030 $1:$1 match D5030 Lead Club $5,000 $5,000 Partner Club 1 2,000 2,000 Partner Club 2 1,000 1,000 Partner Club 3 1,000 1,000 Partner Club 4 500 500 Partner Club 5 250 250 Partner Club 6 250 250 SUBTOTAL $10,000 $10,000 TRF World Fund Match 5,000 10,000 SUBTOTAL $15,000$20,000 TOTAL PROJECT BUDGET$35,000

  48. Prosperity Rings: India D5030 Match D5030 Lead Club – Bellevue $5,000 $5,000 Partner Club 1 5,000 5,000 Partner Club 2 4,000 4,000 Partner Club 3 1,000 1,000 Partner Club 4 1,000 1,000 Partner Club 5 500 250 (50%) Partner Club 6 500 250 “ SUBTOTAL $17,000 $16,500 TRF World Fund Match 8,500 16,500 SUBTOTAL $25,500$33,000 TOTAL PROJECT BUDGET$58,500

  49. District Grants Timeline • May 1 -- District Proposal Deadline • June 15 – Notifications of Approval to Clubs • July 15 – August 15 – Applications Due Applications will be reviewed and funded on a rolling calendar basis

  50. Preferred Project Criteria • Projects requesting up to a $5,000 district grant • Aligned with focus area(s) • Sustainable • Potential membership enhancement • Public image enhancement