Rotary District 5950 Grant Management SeminarFebruary 26, 2015

Refresher

Housekeeping

What you Know & What you Need

Objectives

•Deepen grant preparation knowledge

•Share RI grant updates

•Respond to questions

Qualify Your Club!

DG Tim’s Welcome

Tim Murphy Rotary Club of EdinaRotary District 5950 District Governor Elect

Introductions•Name

•Club

•Grant Experience

•Year on the coin!

Harvest the Knowledge

Global Grants

TRF

District Grants

TRF … Fund Buckets

Annual Fund

Permanent Fund

Every Rotarian Every YearPaul Harris

Major Donors

Benefactors Bequest

Programs … District Designated Funds (DDF)

•Minimum 50% to Global Grants

•Remainder District Grants

•Scholarships

•Vocational Training Teams

Programs … Tomorrow

•Peace Fellows

•Polio Plus

2014-15 DDF Allocation

TRF Allocation from 2011-12 $ 293,346

50% Global Grants 146,673

50% District Grants 146,673

How Clubs Qualify … District & Global Grants

• At least one club member attends a GMS annually

• Club files MOU with District 5950

• Club must be current on all reporting requirements

Grant Project Essentials

Global Grants Large International > $35,000 total

10,000 One or more 5950 Clubs

10,000 District 5950 Match

100 Host Club Minimum

10,000 TRF Match of District (100%)

5,050 TRF Match of Clubs (50%)

35,150

Global Grants Process1. Contact Global Grants Chair, Todd Bollig

2. Connect with assigned Grant Mentor

3. Follow timelines and due dates

4. Identify Host Rotary Club

5. Conduct Needs Assessment with the project Community Leaders and Host Club Rotarians

Global Grants Process

6. Look for Collaboration possibilities

7. Determine Sustainability

8. Start online Application Draft – DO NOT AUTHORIZE until approved by District 5950

9. DO NOT start project until TRF Approves

Global … Post TRF Approval

1. Receive TRF legal documents with an approval letter

2. Set up Separate Bank Account

3. Collect Club Contributions into Account

4. NEW: 5% Fee if cash sent to TRF

5. TRF will wire World Fund match and DDF

6. Implement project; retain all receipts

7. File interim or final reports with TRF

2014-15 Global Grants•10 Projects involving 21 different Clubs

• $188,190 Club Funds; $638,175 Total

• Leveraging 3.4 times

• About $17,000 in Global Funds remain plus $88,000 Carryover = $105,000

• Maximum $10,000 DDF per project

District Grant Qualifiers

$500 minimum contribution per participating club

• $2,000 outright grant PLUS

• $1,000 maximum 1:1 match, single club project OR

• $5,000 maximum 1:1 match, if (5) or more clubs collaborate

• Single club project, maximum district funds $3,000

• Multiple club project, maximum district funds $7,000.

District Grants

$146,673 available in 2014-2015

Allocated as follows:

$10,000 ShelterBox matching grant

$10,000 District Governor directed project

$63,337 Local

$63,336 Small (less than $35K) international

$146,673

District Grants

•23 projects approved as of February 16, 2015.

▫6 small international projects

▫17 local projects

▫11 single club projects

▫12 multiple club collaborations

•$30,000 (approx.) remains fiscal 2014-2015

•Deadlines to apply March 1, April 1 & May 1

Qualification Reminder … District & Global Grants

• At least one club member attends a GMS annually

• Club files MOU with District 5950

• Club must be current on all reporting requirements

Available Funds 2015-2016

DDF available from 2012-13:$ 320,190

Probable Allocation 2015-16:

Global Grants 160,095 District and Small Int’l Grants 160,095

Pick up Dinner

My Rotary

What do you need?

Application Essentials

•Rotary Project

•Rotarian Involvement … Host Club critical

•Cooperating Organization vs. Vendor

•Strong Measurement and Sustainability

Application Attachments

•Memorandum of Understanding (MOU)

•Curriculum for Training

•Proforma Invoices – Estimated Expenses

What “grant” ideas?

• Ideas that are percolating

•Projects you’d like to sponsor

•Partners you’d like to develop▫Host ▫Non Rotary organization▫Collaborating clubs

Your Commitment

Resources

•Don Stiles, Programs & Grants

Stiles.Don@gmail.com

•Todd Bollig, Global Grants

toddb60@hotmail.com

•Carol Parrish, District Grants

cjparrish1029@msn.com

• Rotary.org Take Action/Apply for Grants

•Rotary5950.org/Club Resources/Grant Mgmt

Resources

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