1Global Grants Slide 1

Mentor Training – 27 February 2010District 7610 Foundation Seminar

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The Rotary Foundation Mission

Advance world understanding, goodwill, and peace through the

– improvement of health,

– support of education and

– alleviation of poverty

Slide 2Overview

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4,500

4,000

3,500

3,000

2,500

2,000

1,500

1,000

500

0

Num

ber

of G

rant

s A

war

ded

4,160

Comparative Analysis

Habitat For Humanity

$100 M

$100,000

1,000

Conrad Hilton

$100 M

$500,000

MacArthur Foundation

$260 M

$520,000

500

Lions International

$38.5 M

$72,000

The Rotary Foundation

$100 MAnnual Budget:

Average Award:

535

$12,500

180

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Concepts• Simplify Foundation programs and

processes consistent with TRF mission

• Focus Rotarian service efforts

to increase global impact

• Two ways to do grants

• Increase sense of ownership & stewardship for district & club

• Sustainability – Areas of focus

• Enhance Rotary’s public image

Overview Slide 4

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Areas of Focus

Peace and Conflict Resolution/Prevention

• Disease Prevention and Treatment

• Water and Sanitation

• Maternal and Child Health

• Basic Education and Literacy

• Economic and Community Development

Slide 5Overview

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What’s New? Current Model

Future Vision

• Six Focus Areas

• Programs– Matching Grants

– District Simplified Grants

– Ambassadorial Scholars

– Group Study Exchange

– Disaster Relief

– Alumni

– Rotary Peace Centers

Slide 6overview

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• District Grants

• Global Grants

• Packaged Grants

New Grant Model

Slide 7Overview

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District Grants• Single annual “block” grant

• Educational & Humanitarian projects/activities consistent with mission

• Club Spending Plan required

• Simple, flexible, innovative with smaller activities & projects

• Fund Local or international

• Local decision making with broader guidelines

• Can include local or international projects and scholarships &/or GSE

• Tied to Six Areas of Focus

Slide 8Overview

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Global Grants

Slide 9Overview

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Scholarships2013-2014

• District Grants– No match by TRF– No restrictions on the location,

length of study, area of study or level (undergraduate or graduate)

– District determines criteria, process & award amount

• Global Grants– TRF - must be minimum of $30,000– Field of study must be within the 6 areas of focus– Graduate level; one to four years; must study abroad– Possibly bundled with a humanitarian project with a total of

scholarship & project of $30,000– Peace Scholarships funded by TRF

Overview Slide 10

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Vocational Training Teams 2013-2014

• District Grants– No match by TRF– Old “Group Study Exchange”

Concept

• Global Grants– TRF match – must meet $30,000 minimum– Need to provide or receive training– Field of training must be within 6 areas of focus– Possibly bundled with a humanitarian project and

or a scholarship– Minimum of 1 Rotarian and 3 non-Rotarians but

there is no maximum team size– Additional Rotarians may participate

Overview Slide 11

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Quick Comparison

District Grants• Application process with

the District

• Can be international or community (local)

• Partnerships encouraged

• No TRF match

• No Paul Harris credit

• Clubs must qualify

• Smaller projects

Global Grants• Application process with

The Rotary Foundation

• Must be international

• Partner required

• Min $15,000 to qualify

• TRF match

• Paul Harris credit

• Clubs must qualify

• Bigger projects

Overview Slide 12

13Global Grants Slide 13

Mentor Training – 27 February 2010How does the Money Flow?

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Spending Funds

Overview Slide 14

• District Grants– Funds sent to the District– District decides how to spend

dollars– Local application process and

reporting

• Global Grants– Funds stay at TRF– District approves use of the DDF– 2 step application process-with prior

District approval – TRF to approve the Global grant

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D7610 Foundation Donation Flow

$

$435,544 in 2010-11 – DG Ron Marion

$217,772

$DG Jon Allan 2011-12

DG Steve Cook 2012-13

DG Juanita Cawley 2013-14

50% to World Fund

50% to District Designated Fund

$217,772

At least ½ to Global Grants

$108.886$108,886

Up to ½ to District Grants(No TRF Match)

Matches 1:1 DDF $and 50% of cash $

Slide 15Overview

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Current Rotary Foundation – District 76102010-11Total Giving $435,544 >> for 2013-14

DSG District DDF Total District DDF World Fund

$43,500 $174,272 $217,772 $217,772

Club Projects Scholars Matching Grants Matching Grants

Matching Grants Add’l GSE GSE

District Grant District Global Fund DDF

World Fund

Up to $108,886 $108,886 or more $217,772

Projects < $30,000 Projects $15,000 min Projects $15,000 min

GSE VTT $15,000 min VTT $15,000 min

Scholars Scholars $15,000 min Scholars $15,000 min

Future Vision Rotary Foundation – District 76102010-11Total Giving $435,544 >> for 2013-14

Spending Funds

Slide 16Overview

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District Spending of DDF2013-2014

• District Grants– District Scholars - TBD– $ per grant based on District criteria

• Partnerships encouraged• Community projects• International projects• Sustainable

• Global Grants– District-sponsored projects (up to $15,000 DDF) – TRF $ per club per project (1:2 match)– DDF $ per club project (TBD per grant)– Outbound Scholars - 2

Overview Slide 17

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Preparing for 2013-14

• Align activities with areas of focus

• Plan for grant management workshop attendance & qualification

• Use webinars & resource materials

• Remain up-to-date on emerging requirements

• Appoint club 2013-14 TRF Committee

• Develop Spending Plan working with district

• Implement Future Vision – July 2013

Slide 18Overview

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Training Plan 2012-13• Subscribe to monthly FV e-newsletter

• Read “Transition to Future Vision: Preparing Your Club for Rotary Foundation Grants in 2013”

• Review grant information in general training manuals on www.rotary.org

• All training manuals fully integrated

• Training provided during following meetings:

- Foundation Seminar, September 8, 2012

- Grant Management Workshops

- District Team Training, March 23, 2013

- Club Leadership Training Seminar (a.k.a. District Assembly), May 18, 2013

Slide 19Overview

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Grant Management Workshop Schedules

• October 6 – Piedmont Area – Martin & Horn General contractors, Charlottesville

• October 20 – Middle Peninsular/No Neck Area Rappahannock CC, Glenns, VA

• November 10 – Northern Tier NOVA Area – Hilton Washington Dulles Hilton, Herndon

• December 1 – Central & Southern NOVA Area Goodwin House, Bailey’s Crossroads

• December 15 – Fredericksburg/Stafford/Prince William Area – location TBA

Slide 20Overview

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Grant Workshop Goals & Objectives

• Understand Club Qualification & MOU

• Understand types & how to apply for all grants

• Understand Grants spending plan

• Know Tools to Create an Effective Application in Focus Areas

• Understand Appropriate Use of Funds & Record Keeping

• Learn How to Choose a Level of Involvement

• Manage the Matching Grants Process

• Understand Proper and Timely Reporting Slide 21Overview

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Timeline to Future Vision

• Phase I: July thru December 2012– “Create Awareness and Take Action”

– Educate/Train/Qualify the Clubs

– Form the District Rotary Foundation Committee

• Phase II: January - June 2013– Club input to District Spending Plan Deadline

March 15, 2013

– District Spending Plan Deadline May 15, 2013

– Qualified clubs begin Global Grant process after January, 2013

• July 2013 >>> Future Vision is NOW Slide 22Overview

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Keys to Success• Motivation to accept change

• Importance of Six Areas of Focus

• Need to support TRF Mission

• Grants workshop requirement

• District & TRF MOU requirements

• Processes & grants handled on-line

• Treasurer & separate fund to handle grant dollars at the District level

Overview Slide 23

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Questions?

Questions

Slide 24Overview