Rotary District 5950 Grant Management Seminar · 6. Each Club may be the primary sponsor for (1)...

Rotary District 5950

Grant Management SeminarRotary Grant RefresherFiscal year 2020-2021

Housekeeping

Know?

Virtual Meeting Best Practices

What do you

Know?

Pre-Session Feedback

• Review TRF & District 5950 requirements

• Discuss Changes

• Practice writing and evaluating

Qualify Your Club!

Objectives

DGE Tom’s Welcome

Tom Gump

Rotary Club of Edina Morningside

Rotary District 5950

District Governor Elect

Introductions

•Name

•Club

•How many GMS have you attended?

•ONE word to describe how you feel

Problem / Solution Ice Breaker

•What is the biggest problem with grant writing?

OR

•What sticking points have you encountered with grant writing?

• What is your solution for the problem?

Harvest the Knowledge

The Knowledge

•XXX•

Grant Definitions

Distinguish the Foundations

Your Club

Foundation

The Rotary

Foundation

(TRF)

Rotary 5950

Foundation

TRF … How funds accumulate

Paul

Harris

Society

How Does Our Foundation Work?

MONEY

IS DONATED

TO TRF

INTEREST FUNDS

TRF OPERATIONS 50% TO

WORLD FUND

50% TO

DISTRICT DDF

.5:1 MATCH

CLUB

FUNDS

1:1 MATCH

DDF

50% TO

GLOBAL

GRANTS

50% TO

DISTRICT

GRANTS

3 years pass

TRF Allocation (Total) $395,000

50% Global Grants 197,500

50% District Grants 197,500

Available DDF 2020-2021

How 5950 Clubs Qualify

• At least one club member attends a GMS annually

• Club files Club MOU + Addendum with District 5950

• [Memorandum of Understanding]

• Club President must register at least Club TRF Annual

Fund Goal online

• Club must be current on all reporting requirements

Grant Writing Qualifications

Grant Definitions

District: Small

International Grants

Vocational Training Teams (VTT)

(Was Group Study Exchange)

Global Scholars

TITLE | 19

DISTRICT Grant Essentials

DISTRICT Grant Project Essentials

DISTRICT Grant – Single Club

NOTE: Minimum club contribution = $500

Maximum District Contribution: $4,000

$ 2,000 Outright District Grant

1,000 Club A Contribution

2,000 2:1 District Match (max with 1 Club)

$ 5,000 Total Project

Single Club Formula

$ 2,000 Outright District Grant

1,000 Club A Contribution

1,500 Club B Contribution

500 Club C Contribution

1,000 Club D Contribution

8,000 2:1 District Match (max with 4 Clubs)

$ 14,000 Total Project

NOTE: Min club $500, Max District contribution $10,000

DISTRICT Grant – Collaborating Clubs

Multiple Club Formula

Ready to Get Started?1. Contact District Grants Chair

Fred Semmer

fred.semmer@gmail.com

858-525-2947

2. Mentor assigned for each application

READ ENTIRE APPLICATION AND REQUEST A MENTOR FOR COACHING

BEFORE DRAFTING YOUR GRANT!

3. Each Club may be the primary sponsor for (1) one grant:

Local OR Non-Rotary Partner OR Small International through October 2020

4. NEW Rotary project; not part of an operational budget

5. Non-Rotary Partner: donor cannot be the benefiting organization

The Steps

6. Each Club may be the primary sponsor for (1) one grant:

Local OR Non-Rotary Partner OR Small International through October 2020

7. NEW Rotary project; not part of an operational budget

8. Non-Rotary Partner: donor cannot be the benefiting organization

9. Applications and all required documentation due 1st each month until all funds used

10. June meeting, approval; project may start prior to July 1

Funding available later in the summer when TRF transfers funds.

11. Construction Qualifies

12. Vocational Training Teams (VTT) on grant application is:

-- “N/A” if this is not a VTT application; Generally VTTs are small international.

13. Reports due within 30 days of completion or by June 30th

DISTRICT Grant Process

The Steps (continued)

2019-20 DISTRICT Grants Summary

• 29 projects involving 46 different Clubs

• 20 local projects

• 9 small international projects

• 11 single Club projects

• 18 multiple Club collaborations

• $ 118,226 Club Funds → $ 406,272 Total

• Leverage 3.4 times

2019-20 DISTRICT Grants Summary

2018- 2019 DISTRICT Grants

Local vs. Small International

Local projects $ 124,134

Small (<$30K) Int’l projects 78,000

Governor’s Projects 10,000

TOTAL $ 212,134

GLOBAL Grant Essentials

GLOBAL Grant Essentials

Collaboration Sustainability

Needs

assessment

Training

Areas of Focus

Global Grant – Single Club

NOTE: Minimum club contribution = $10,000

Maximum District Contribution: $20,000

$ 10,000 One 5950 Club

10,000 District 5950 Match (1 to 1)

5,000 TRF Club Match (0.5 to 1)

10,000 TRF District Match ( 1 to 1)

$ 35,000 Total Project

How it Works: Single Club

Global Grant – Collaborating Clubs

NOTE: Minimum club contribution = $10,000

Maximum District Contribution: $30,000

$ 10,000 2 (or more!) 5950 Clubs

20,000 District 5950 Match ( 2 to 1)

5,000 TRF Club Match (0.5 to 1)

20,000 TRF District Match (1 to 1)

$ 55,000 Total Project

How it Works: Multiple Clubs

Ready to Get Started?1.Contact Global Grants Chair

Steve Johnson

steve.johnson@ix.netcom.com or 612-987-6688

2. Connect with assigned Grant Mentor

3. Start online application

Do not "LOCK "or "AUTHORIZE" until 5950 approval

4. DO NOT START project until approved by TRF

Ready to Get Started?

Global … AFTER TRF Approval1. Receive TRF approval letter

2. Set up Separate Bank Account

3. Collect Club Contributions into Account

4. 5% Fee only if cash sent to TRF (or India)

5. TRF will wire World Fund match and DDF

6. Implement project; retain all receipts

7. File progress or final reports with TRF

AFTER TRF Approval …

2019-20 Global Grants Summary

• 4 Projects involving 12 different 5950 Clubs

• $ 31,773 Club Funds → $ 476,406 Total

• Leverage 15 times

• 3 Projects involving District collaborations using

$ 25,000 of DDF → $ 2,004,196

• Global Funds $175,000 (est.) remaining through

June 30

2019-2020 Summary

How do I find International Host Partner Clubs?

• Relationships with clubs in the International Rotary Community

• www.rotary.org Club Finder

• Attend District Training events/Rotary International Convention/other club meetings

• Assistant Governors

• Collaborations with other Clubs/Districts

• District 5950 Project list

• Rotary Youth Exchange Students

How do I Find International Host Partner Clubs?

Delivering Value to Club Members

• Share your learning

• Encourage global travel

• Club engagement in

projects

How to Source Project Ideas

• www.rotary.org Rotary Showcase

https://map.rotary.org/en/project/pages/project_showcase.aspx

• District Training Events (GMS!)

• Collaborations with other Clubs/Districts

• www.Rotary5950.org Grants / District Local and Small Int’l.

https://portal.clubrunner.ca/50084/sitepage/district-local-small-

international-grants

Scroll to Prior Grants – Ideas & Collaboration

Grant Ideas

• Generate Project ideas

▪ Particular “topic”

▪ Specific country

• Partnerships you’d like to develop

▪ Host

▪ Non-Rotary organization

▪ Collaborating clubs

Grant Ideas

• District Ideas

▪ XXX

• Global Ideas

▪ XXX

Let’s Work!

Work in Pairs or Small Groups

Questions?

Present!

• Club goals entered Rotary Club Central

• Rotary project and Rotary recognition

• Sweat Equity

• Complete by June 30, 2021

Application Essentials DISTRICT

Application Essentials GLOBAL

• Rotary Project

• Rotarian Involvement … Host Club

critical

• Cooperating Organization vs. Vendor

• Strong Measurement and Sustainability

Application Attachments GLOBAL

• Community Assessment Results

• Memorandum of Understanding (MOU)

• Curriculum for Training

• Proforma Invoices – Estimated Expenses

How 5950 Clubs Qualify

• At least one club member attends a GMS annually

• Club files Club MOU + Addendum with District 5950

• [Memorandum of Understanding]

• Club President must register at least Club TRF Annual Fund Goal

online

• Club must be current on all reporting requirements

Grant Writing Qualifications

Rotary Websites

Rotary.org

• RI and TRF Worldwide

– Showcase

– Learning Resource Center

– Global Application

– Personal Profile

– Club Goals

Club Runner

• Clubs and District detail

– Grants

– Calendar

– Club Support/Club

President Toolkit

• Member login same for

club & district website

Questions? Contact Alexa : Alexa@rotary5950.org

Resources – beginning July 1, 2019 5950 Leaders

• District Rotary Foundation Chair (DRFC) Carol MacDonald carol@rotary5950.org

• Programs Mary Kurth kurthpm@msn.com

• Global Grants Steve Johnson steve.johnson@ix.netcom.com

• District Grants Fred Semmer fred.semmer@gmail.com

Website Resources

• Global Grants: www.Rotary.org / Take Action / Apply for Grants

• District Grants: www.Rotary5950.org / Grants / Grant Management Seminars/

District (or Global)

Resources – beginning July 1, 2020

How did we do?

• TRF & District 5950 requirements?

• 2020-2021 Changes?

• Practical application?

Qualify Your Club!

Tell us how it went!