district 7020 foundation seminar managing scholarships and grants
TRANSCRIPT
District 7020 Foundation Seminar
Managing Scholarships and Grants
Introductions
Scholarships Programmes of The Rotary Foundation
• 2012-13
– Ambassadorial Scholarship
– Rotary Peace Fellowships
• 2013 Onwards
– Scholarships (through Global Grants)
– Rotary Peace Fellowships
Ambassadorial Scholarships• Scholarships to students who:
– Study abroad– Ambassadors of good will– Improve international understanding
• Single year, $27,000 grant• Applications from District due Oct. 1• At least two years college• Language proficiency in host country• Not available to Rotarians
Rotary Peace Fellowships
• Two types:– Individuals pursuing Masters degree in
International Relations, Peace, Conflict Resolution, etc.
– Individuals pursuing professional development certificate in peace and conflict resolution
• Applications due July 1
• 50 Masters and 50 prof. dev. cert. per year
• Rotarians not eligible
Other Rotary Scholarship Program(Not The Rotary Foundation)
The Georgia Rotary Student Programwww.grsp.org
One Year at a Georgia University
For Students who have not previously studied in the United States
The Rotary FoundationHumanitarian Grants
• 2012-13
– Matching Grants
– District Simplified Grants
• 2013 Onwards
– Global Grants (includes scholarships)
– District Block Grants
Matching Grants
• Partnering between:
– Club(s) where project is done (host club)
– Host club District
– International Club(s) providing support
– Intl. Club(s) District(s)
– The Rotary Foundation
• More detail later
District Simplified Grant (DSG)
• Controlled within District
• Small, usually $1K - $5K
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
Matching Grants
How to leverage your money!!
Basics of an MG• Fund humanitarian projects• Club(s) where project located: Host• Club(s) giving additional funds:
International (must be a different “country”)
• Both Districts participate, as does TRF• Apply by March 31• TRF contribution: $5K (min) and $200K
Basics (cont.)
• Projects must be new, not in progress
• Only certain types of projects qualify
• Host club(s) must contribute min. of $100
• Hosts can only have 5 open at a time
• Strict reporting requirements
Financial Model
• Each host and intl. Club must contribute
• Each District may participate
• Dist. Contributions do not have to be same as Club contribution
• TRF matches Club amt. $.50 on the dollar
• TRF matches Dist. Amt. dollar for dollar
Finance ExampleEntity Contribution TRF Match Total
Host Club $2,000 $1,000
Intl. Club $2,000 $1,000
Host District $2,000 $2,000
Intl. District $2,000 $2,000
Total: $8,000 $6,000
Grand Total $14,000
The MG application
Using Guide to Matching Grant, we will step through the sections.
Project Description
• Who, what, where, when and how
• Continuity of project after the grant
• Detailed description of Rotarian activities
Host & International Partners
• Club or district project
• Provide all contact information
• Contacts must be in good standing with RI
• All contacts must be in sponsoring club
Project Budget
• Itemize expenditures
• Supplier names must be provided
• Invoices not required, but may be requested
• Indicate exchange rate
Project Financing
• Financing must equal budget
• Calculate in US$
• Indicate cash or DDF
• DRFC chair and DG must authorize use of DDF
Project Planning
• All questions must be answered
• Equipment cannot be owned by Rotarians or Rotary clubs
• Customs clearance must be arranged
Competitive Grants
• Grant requests from US$25,001-$200,000
– Community Needs Assessment
Authorizations
• Authorizations signed by current year officers
• Club-sponsored vs. district-sponsored
• All signatures must be submitted with the application (otherwise application will not be processed)
Cooperating Organizations
• Cooperating Organization vs. beneficiary
• Letter of participation from Cooperating Org
• Letter of endorsement from host partner
Final Report
• Both sponsors are responsible for reports
– Should include input from both sponsors
• Club / district handling grant funds should take the lead in reporting
DGSC Review
• District grants subcommittee must confirm that the application is complete
• Host or international partner
• Does not guarantee Trustee approval
Completion Checklist
• Helpful to ensure that the application is accurate and complete
Finding Partners
• IMPORTANT: Develop a relationship!
• Visits to other Clubs
• Visitors to your Club
• Friends & Relatives in other Clubs
• Dist. Conf. and RI Convention
• Caribbean Partnership
The Rotary FoundationThe Rotary Foundation
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