FOUNDATION GRANTS

Grants Seminar

Club Qualification Guidelines Types of Grants Planning a Global Grant Project Applying for a Grant Implementing, Monitoring &

Evaluating a Grant Project Reporting

Club Qualification To be eligible to apply for a grant and complete

qualification process, a club must: Read and agree to the club memorandum of

understanding and submit a copy signed by the club president and president-elect to the district. The MOU is an agreement between a club and its district explaining the minimum Foundation requirements for managing grants. Your club’s policies and local laws may exceed these requirements. To maintain qualified status, a club must abide by the terms of the club MOU (appendix B), and the grant terms and conditions.

Have the president-elect or a designated club representative attend a grant management seminar

Agree to any additional district qualification guidelines. Clubs must be qualified by their district each Rotary

year in order to apply for global or packaged grants. Questions? Contact your district Rotary Foundation

committee.

Funding Basics District Designated Fund, matched 100 percent

by The Rotary Foundation Rotarian and non-cash contributions matched 50

percent (minimum award: US$15,000) Non-Rotarian cash contributions cannot come

from a cooperating organization or a beneficiary of the project)

Rotarians cannot collect funds from beneficiaries in exchange for receiving the grant or as part of the Rotarian raised cash contribution for match.

Sponsors can request that beneficiaries contribute a nominal amount to a community account to encourage buy-in, but collected funds should be used to provide additional services/ensure sustainability

District Grants

fund short-term projects and activities, either local or international, that support the Foundation’s mission.

Each district administers and distributes the funds and sets its own procedures, policies and additional requirements.

Global Grants

Global grants fund large-scale projects and activities that:

• Align with an area of focus • Respond to a need the benefiting

community has identified • Include the active participation of the

benefiting community • Are designed to enable the community to

help itself after the Rotary club or district has concluded its work (Sustainable)

• Have measurable results

Global Grant Focus Areas

Peace and conflict prevention/resolution Disease prevention and treatment Water and sanitation Maternal and child health Basic education and literacy Economic and community development

Global Grant Options

Humanitarian projects address community needs by providing sustainable,

measurable outcomes in the benefiting community. Vocational training

builds skills within a community by offering local training or by supporting groups of professionals traveling abroad for rigorous study on their profession

teach local professionals about a particular field. This type of training may be most effective in conjunction with a humanitarian project.

Scholarships fund study by graduate students whose career

goals support an area of focus.

Packaged Grants Predesigned by RI and strategic partners and

fully funded by the World Fund and the strategic partner

Fund activities similar to global grant activities and can include scholarships, humanitarian projects, and vocational training

Project framework/details completed, so Rotarians can focus talents and energies on project

See more at http://www.rotary.org/en/grants/grants-basics/explore-grants/packaged-grants#sthash.cHdEOXfc.dpuf

Packaged Grants Packaged grant roles may

include: Assessing community needs and

identifying those who could benefit from a project

Selecting and mentoring scholars Assembling teams of professionals for

peer-based training Providing technical expertise or direct

servicePromoting and publicizing activities Monitoring and evaluating the project

Types of Packaged Grants

Health educators training & nursing scholarships Aga Khan University and The Rotary Foundation offer two packaged grants in Kenya, Tanzania, and Uganda: the first provides training to health educators and the second offers scholarships to nursing and midwifery students at the university’s East Africa campuses.

Developing local entrepreneurs packaged grant with strategic partner Oikocredit. Rotarians collaborate with microfinance institutions in their own communities to develop programs that help increase the impact of microcredit lending.

Types of Packaged Grants

Vocational training and medical service packaged grant with Mercy Ships helps assemble vocational training teams of medical professionals to work aboard the state-of-the-art hospital ship Africa Mercy, to deliver free, world-class health care, capacity building, and sustainable development to those without access in the developing world.

Water and sanitation scholarships provides scholarships for graduate students at UNESCO-IHE Institute for Water Education in Delft, The Netherlands. The institution is the largest postgraduate water education institution in the world and aims to tackle the world’s water and sanitation crisis.

Planning a Global Grant Project Partners: Global grants require both a host

partner and an international partner. Where to Find Partners

ProjectLINK • Rotarian Action Group related to an area of

focus • RI Convention • Matchinggrants.org/global • LinkedIn • Project fair • Personal travel • District leaders (who can promote your

project at international meetings) Use RI’s new online project tools that enable you to

find partners, share project information and seek funding, volunteers, or donated goods.

Comparison

District Grant Supports the mission of The Rotary Foundation No minimum budget Short-term impact Can support scholars pursuing any level of study Active Rotarian involvement

Global Grant Supports an area of focus Minimum budget of US$30,000 Long-term, sustainable impact and measurable outcomes Can support scholars pursuing graduate-level study

internationally Active Rotarian involvement

Project Plan

Appoint a Project CommitteeIdentify Community Needs/AssessmentConsult with Technical ExpertsIdentify Measurable OutcomesDevelop Sustainable Solutions

Community Assessment

Done by host district collect information about resources as well

as needs, whether and how issues are being addressed, and what actions will most likely improve the community

Consider factors such as Rotarian technical expertise, location of the project site, required time commitment, and financial resources.

Refer to Community Assessment Tools (605C) for ideas on gathering information.

Financial Management Plan

Clubs should have a financial management plan in place before receiving grant funds to ensure proper oversight and consistent administration of the funds promote transparency, and reduce unintentional errors and the opportunity for misuse of funds.

Financial management plan should include measures to: • Disburse grant funds properly during project

implementation • Maintain complete and thorough financial records

Manage a club-controlled bank account Remember, if funds are misused, the club is

responsible for rectifying the situation.

Documents needed for global, packaged, and district grants

All grant correspondence including email Beneficiary documentation Community assessment agreements Vendor documentation including Quotes for materials Financial documentation including receipts, invoices

and bank statements Inventory list and photos Information collected from clubs for district grants

including funding requests or applications Reports Other information required by the district

Grant First Steps

Read Grants manual and understand requirements Find grant applications at ww.rotary.org/grants Determine what kind(s) of grant(s) you want to apply

for Find a partner Develop a strong plan (documented, sustainable,

measurable outcomes, focus area centric) Complete and submit application Monitor and participate Keep reporting up to date and accurate CC DG, Foundation and grants subcommittee chair on

all grant correspondence with RI

QUESTIONS/DISCUSSION