district 5810 grant qualification 2014 - 2015
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District 5810 Grant Qualification 2014 - 2015. John D. Moser District Grant Chair The Rotary Club of Frisco. The Rotary Foundation. We are responsible leaders - PowerPoint PPT PresentationTRANSCRIPT
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District 5810 Grant Qualification
2014 - 2015John D. Moser
District Grant ChairThe Rotary Club of Frisco
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The Rotary Foundation
We are responsible leadersResponsible leadership means being both efficient and trustworthy with our donations. We’re committed to making the most out of every dollar we receive — that’s why we use nearly 90% of our funding for program expenses in an industry where the average is only 65%.
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The Rotary Foundation
This commitment has earned us some of the highest ratings among the charity evaluators:
Charity Navigator (4 stars)
American Institute of Philanthropy (A+)
BBB Wise Giving Alliance (meets standards)
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The Rotary Foundation
• What we do with our donations– Each year, gifts to the Rotary Foundation fund thousands
of projects around the globe. Here are a few examples from 2011–12:
– $102.8 million spent on fighting polio in areas including India, which is now polio-free
– $2 million raised by Korean Rotary members to build a maternal and child health complex in Tanzania, serving an area of more than a million people
– $40,000 spent to provide safe drinking water, sanitation and facilities, and training in India
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The Rotary Foundation
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District Grants• Clubs may support a broad range of activities with their district grant
funds. Examples of potential district-grant activities include: • Local or international service projects as well as service travel or disaster
recovery efforts • Vocational training teams:
– No partnership or international requirements – No restrictions on team size or length of training – Teams travel to either conduct or receive training
• Scholarships: – No restrictions on the level (secondary, university, or graduate),
length, location (local or international), or area of study – No restrictions on the dollar amount for the scholarships
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District Grants
• Examples of District Grant Projects…• back packs/back to school projects, • a new refrigerator for a food pantry, • computers and library improvements at poorly funded schools, • a new (used) forklift for a large Books for the World project,• improvements to local parks, • literacy supplies for prison release programs, • high school and college scholarships, • support for a medical equipment repair school in Haiti.
Additionally, several clubs have joined to make a larger, sometimes international project - which avoids the paperwork, size and sustainability requirements of a Global Grant.
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District Grants
• Attendance at a District Conducted Qualification Session if mandatory for Club Qualification
• To be eligible for a District Grant in 2014/2015, a Club must closed all previous year Grants.
• Clubs must be up-to-date on RI and District Dues as well as the IRS 990.
• Per Capita contributions to The Rotary Foundation will be considered in the award of Grant funds.
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District Grants
• Important for 2014-2015 Qualifications• Club – Memorandum of Understanding• Club Management - Qualification
– Due Dates– Funding– Archives– Forms (Available on the District Web Site)
• Club MOU• Grant Request Form• Final Report
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District Grants
• Club Memorandum of Understanding (MOU) Annual Agreement– Mandatory to obtain Grant– Outlines
• Leadership Responsibilities• Financial Management• Document Retention• Report on Use of Grant Funds• Authorization & Agreement
• MOU must be renewed annually
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District Grants
• Leadership Responsibilities– Planning
• Current Club Management must work closely with incoming President and President-Elect to plan Grant activity for 2014/2015.
• Partner with other Clubs and/or organizations to increase the scope of your project.
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District Grants
• Leadership Responsibilities– Qualification
• Club must have at least one person attend a District Conducted Qualification Session to qualify the Club to obtain Grant(s). (Did you sign in???)
• Qualification is obtained only via District training.• Clubs must requalify annually.• Clubs must be qualified annually by attending a
District Qualification session.
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District Grants
• Due Dates– Requests for District Grants are due by the second
Tuesday in June because... – Our District must submit a spending plan to RI for
approval (July 1).– Grant acknowledgement will occur in mid-July– Final Report due immediately upon completion of
Grant activities.
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• More About Due Dates…– District Grant projects must be completed in the
Rotary year for which it is approved.– All receipts must be dated in the current RI year. – Final reports must be received by the district
before May 1. (Must include a signed final grant form, receipts and pictures)
District Grants
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District Grants• Funding
– Funds available in 2014- 2015 = $76,967• Minimum Grant Request is $1,000• Maximum Grant Request is $4,000• One Grant Request per Club (unless…)
– Clubs are urged to work together or with outside sources to fund Grants.
– Club Per Capita contributions are a part of the funding decision.
– Grant Funds awarded to Club upon submission of the Grant’s Final Report.
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District Grants
• Funding RI Year Dist. TTL Grants– 2014/2015 $153,934 $76,967– 2015/2016 $180,638 $90,319– 2016/2017 (so far) $ 70,904 $35,452
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District Grants
• Archives– Clubs must archive all Grant documentation for a
minimum of five (5) years• Include documents• Emails• Receipts• Bank Records• Pictures
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District Grants
– Forms • Club MOU• Grant Request Form• Final Report• All forms are available from the District
5810 web site (www.rotary5810.org)
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District Grants
• Report on Use of Grant Funds– Clubs must report abuse or misuse of Grant Funds
to the District Foundation Chair or District Governor.
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District Grants
• Authorization & Agreement– Memorandum of Understanding signed by
» 2014/2015 Club President » 2014/2015 Club President-Elect
– MOU is valid only from July 1, 2014 through June 30, 2015.
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District Grants
• Proposed Grant Fund Allocation– 2014-2015 Grant Funds Available: $76,967.03– 2012-2013 District Per Capita Funds: $128.75
• Clubs whose Per Capita average > $128.75 go into group A.
• Clubs whose Per Capita Average < $128.75 go into group B.
• Group A clubs eligible for 75% of Grant Funds• Group B clubs eligible for remaining 25%.
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District Grants• District Foundation Organization
– District 5810 Foundation Chair: Glen Rowe• District 5810 Grants Committee (2013-2014)
– Chair: John Moser– Owen Devlin– Happy Franklin– Sanjeev Khanna– Erin Mudie– Tom Franklin
• District 5810 Grants Committee (2014-2015) – Chair: Owen Devlin
– If you would like to help with Global or District Grants, please contact Glen Rowe, John Moser or Owen Devlin
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