Grants Overview RY 2010-11D7610 Foundation Seminar

August 21, 2010

District Simplified Grant?

Matching Grant?

3-H Grant?

Which Grant?

Which Grant? District Simplified Grant Matching Grant

How big is the project? Up to around $1,500 Must be at least $10,000

Who administers the grant? Our District 7610 District 7610, with The Rotary Foundation

Where will the project take place?

May allow for local, as well as abroad

Must take place outside of U.S.

Is there a partner Rotary Club abroad?

Not required Yes – need a host country partner abroad (you are the int’l partner)

How long will our project take to complete?

Must be a project that can be finished in a year or less

Can take more than a year

Do Grants Terms and Conditions apply?

Yes; and must file report with D7610

Yes; and must file report every 12 months with TRF

Who do I contact for more information?

Joe Akkara Jim Vollmer

District Simplified Grants

• Administered by district leadership

• DDF (maximum 20% of new DDF)

• Local or international projects

• District is sole sponsor

Matching Grants

• Matched funds for humanitarian endeavors– 1:1 match for DDF– .5:1 match for cash

• Local and international sponsors

• Matching Grants (US$5,000 - $25,000)

• Competitive Matching Grants (US$25,001 - $150,000)

3-H Grants

• Long-term, self-help benefits• Integrative approach• Rotarian and beneficiary

participation • 2-4 years• Previous Matching Grant

partnership• 10% minimum contribution

How Does Timing Work Out? District Simplified Grant Matching Grant

When should we start planning for the project?

President-Elect of Rotary Club should start thinking about it in spring of new RY.

It takes about a year to plan the project and get everything in place.

When should the Rotary Club submit final application to District?

From 7/1 of new RY to 8/1. Plan to submit application to the District by May or June, so that the District may then submit the final signed application to TRF by 7/1 of the new RY.

Once submitted, when is approval notified?

1 – 2 months 1 – 2 months

Once approved, when is money sent?

Fall of new RY 1 -2 months

When should Report be filed

Interim Report and the Final Report by May 1 of new RY

Every 12 months

Business Cycle (3-H)

1 July – 31 March Submit 3-H proposals

1 August Submit 3-H Grant application

1 November Finalize 3-H Grant application

December – February Site visits conducted

April Funding decision

How much District Designated Funds (DDF) was available for

Matching Grants this year?

• We had $137,959 in DDF available for Matching Grant projects this Rotary Year

($96,740 for this RY + $41,219 from last RY).

• Our District will have used most of this allocated amount after submitting 14 MG applications, involving 17 Rotary Clubs from our District alone!

How much District Designated Funds (DDF) was available for

District Simplified Grants this year?

• We had $39,203 in DDF available for District Simplified Grant projects this Rotary Year

• Our District will have used all of this allocated amount – we received 24 DSG applications, involving 45 Rotary Clubs from our District!

Where will all this $$$ go?

For example: • Londrina, Brazil• Wum, Cameroon;• Sunyani Central, Ghana;• Pignon, Haiti;• Kathmandu, Nepal;• Turks and Caicos Islands;• Joniskis, Lithuania;• Rivne, Ukraine;• Odessa, Ukraine;• Smila, Ternipyl, and Bershad, Ukraine;• USA (Virginia); and • Luanshya, Zambia.

Our District 7610 DDF will eventually end up in 10 countries around the world through Matching Grant Projects alone, not to mention countless local communities in our own District through our DSG Projects.

Keys to Success

• Project meets real needs of receiving community• Project plan with goals and anticipated outcomes • Rotarian, club, district, and community support• Effective partnerships and communication• Proper fiscal oversight – Rotarian participation and

STEWARDSHIP!!!

• Humanitarian projects

• Rotarian participation in projects

• Development of Rotary networks

• Spend consistently with TRF guidelines and approved application

• Vigilant oversight

Appropriate Use of Funds

• Construction/renovation

• Purchase of land or buildings

• Salaries of cooperating organization employees

• Cooperating organization expenses

• Post-secondary education

• International travel (except VSG & 3-H)

Inappropriate Use of Funds

• Establishment of foundation or trust

• Personal benefit

• Duplication of TRF or Rotary program

• Reimbursement of existing project

• Excessive support of beneficiary

• Inauguration parties or meetings

Inappropriate Use of Funds

Stewardship

• TRF funds - sacred trust

• Competent and thorough supervision

• Standard business practice

• Implementing projects as approved

• Financial review of projects

• Timely and complete reporting

• Reporting irregularity to TRF

District Leadership

District Rotary Foundation Committee Chair: PDG Travis White• Authorize DDF• Submit District Simplified Grant requests• Maintain DDF records

District Governor: DG Ron Marion• Jointly authorize DDF with DRFCC

District Grants Subcommittee: Chair, Suyong Min• MG Chair Jim Vollmer, DSG Chair Joe Akkara• Certify applications for completeness• Authorize district-sponsored grant applications

District Simplified Grants? Joseph A. AkkaraTel. (703) 205-0577, jaakara@aol.com

Matching Grants? Jim VollmerTel (703) 964-6402, james_vollmer_jv@yahoo.com

Grants in General? Suyong MinTel (703) 383-0563, suyongmin@aol.com

Questions???

www.rotary.org

Click on Service and Fellowship, and then Humanitarian Grants

http://www.rotary7610.org/grants.htm

Resources

Join Your Fellow Rotarians in Implementing a Humanitarian Grant

Project• Develop a Project Idea –

give yourself plenty of time• Find out what’s needed and

how much funds you need • Find a partner here and

broad• Call someone the Grants

team• Work out details of the

project and fill out the application