Rotary District 5950 Grant Management Seminar

Rotary District 5950

Grant Management SeminarRotary Grant Writing “101”Fiscal year 2021-2022

Housekeeping

▪ Minimize noise distraction, mute

▪ We love to see you! Rename/add Club Name

▪ Raise hand to offer comment / ask question

▪ Say name when you speak

▪ Offer Feedback

Virtual Meeting Best Practices

• Share TRF & District 5950 requirements

• Equip you with grant writing skills

• Practice … explore questions about process

Qualify Your Club!

Objectives

DGE Marianna’s Welcome

Marianna Khauv

Rotary Club of Monticello

Rotary District 5950

District Governor Elect

Introductions

•Name

•Club

•Grant Experience

•ONE word to describe how you feel

Harvest the Knowledge

The Knowledge

•TRF

•District

•Global

Grant Definitions

Distinguish the Foundations

Your Club

Foundation

The Rotary

Foundation

(TRF)

Rotary 5950

Foundation

TRF … How funds accumulate

Paul

Harris

SocietyMajor Donor

How Does The Rotary Foundation Work?

MONEY

IS DONATED

TO TRF

INTEREST FUNDS

TRF OPERATIONS

50% TO

WORLD FUND

50% TO

DISTRICT DDF

.8:1 MATCH

DDF

50% TO

GLOBAL

GRANTS

50% TO

DISTRICT

GRANTS

3 years pass

TRF Allocation (Total) $367,000

50% Global Grants 183,500

50% District Grants 183,500

Available DDF 2021-2022

Grant Definitions

District: Small

International Grants

Vocational Training Teams (VTT)

Global Scholars

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

DISTRICT Grant Essentials

DISTRICT Grant Project Essentials

Requirements

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: Minimum club $500,

Maximum District contribution $10,000

Multiple Club Formula

Ready to Get Started?1. Contact District Grants Chair

Fred Semmer

fred.semmer@gmail.com

858-525-2947

2. Chair will assign you a mentor, But!!!!!

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 November 2021

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

5. Complete application with budget, pro-forma receipts, non-profit partner MOU, and

President Signatures

The Steps

6. Applications and required documentation due on the 1st of each month to be

considered/reviewed during the next District Grants Committee meeting

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

Funding available later in the summer when TRF transfers funds.

8. Projects can only start after approval; District Funds will be wired to applicant’s club after

approval and up to applicant to request contributions from partnering clubs

9. Applicants are responsible for implementing and monitoring their project and for

communicating updates to mentor in a timely manner.

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

DISTRICT Grant Process

The Steps (continued)

DISTRICT Grant Process

Implemented Grant

2019-20 DISTRICT Grants Summary

• 27 projects involving 36 different Clubs

• 12 local projects

• 15 small international projects

• 6 single Club projects

• 21 multiple Club collaborations

• $129,849 Club Funds → $ 441,837 Total

• Leverage 3.4 times

2020-21 DISTRICT Grants Summary

2018- 2019 DISTRICT Grants

Local vs. Small International 2020-2021

Local projects $ 116,833

Small (<$30K) Int’l projects 95,300

Governor’s Projects 10,000

TOTAL $ 222,133

• Club goals entered

• Rotary project and Rotary recognition

• Sweat Equity

• Complete by June 30, 2022

Application Essentials DISTRICT

GLOBAL Grant Essentials

GLOBAL Grant Essentials

Collaboration Sustainability

Needs

assessmentTraining

Areas of Focus

Seven Areas of Focus

Global Grant – Single Club

NOTE: Minimum club contribution: $7,500

Maximum District Contribution: $20,000

$ 7,500 One 5950 Club

15,000 District 5950 Match (2 to 1)

12,000 TRF District Match ( .8 to 1)

$ 34,500 Club & DDF Match

$ 20,000 Encouragement Grant **

$ 54,000 Project Total

How it Works: Single Club

** Encouragement Grant: first 7 GLOBAL grants submitted 2021-2022

Global Grant – Collaborating Clubs

NOTE: Minimum club contribution: $7,500

Maximum District Contribution: $30,000

$ 7,500 2 (or more!) 5950 Clubs

22,500 District 5950 Match (3 to 1)

18,000 TRF District Match (.8 to 1)

$ 48,000 Club + DDF Match

$ 20,000 Encouragement Grant **

$ 58,000 Project Total

How it Works: Multiple Clubs

**Encouragement Grant: first 7 GLOBAL grants submitted 2021-2022

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

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

through November 2021

Ready to Get Started?

Global … AFTER TRF Approval1. Receive TRF approval letter

2. Collect Club Contributions into Account

3. 5% Fee only if cash sent to TRF (or India)

4. TRF will wire World Fund match and DDF

5. Implement project; retain all receipts

6. File progress or final reports with TRF

AFTER TRF Approval …

2020-21 Global Grants Summary

Global Grant Summary

• 8 projects involving 12 clubs

• $106,580 Club Funds → $733,626 Total

• Leverage 7 times

• Global Funds 2020-2021 depleted

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

Delivering Value to Club Members

• Share your learning

• Encourage global travel

• Club engagement in

projects

Grant Ideas

• District Grant Ideas

▪ Medical Help w/Covid-19

▪ Youth Drop-in Shelter

▪ Park equipment

• District: Small International Grant Ideas

▪ Water Pumps in India

▪ Days for Girls Project

• Global Grant Ideas

▪ Covid PPE Minnesota

▪ Dental Equipment in Tanzania

▪ Prenatal Education for Young Women

District: Small

International Grants

Choose your Grant focus!

Breakout Rooms

Questions?

Review!

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

Questions? Contact Alexa : Alexa@rotary5950.org

Member login same for club & district site

May or may not be for RI site

How do I find International Host Partner Clubs?

• Relationships with clubs in the International Rotary Community / RI Club Finder

• Rotary Showcase https://map.rotary.org/showcase

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

• Assistant Governors

• Collaborations with other Clubs/Districts

• District 5950 Project list www.Rotary5950.org – Grants

• Rotary Youth Exchange Students

Find International Host Partner / Source Project Ideas

Resources – beginning July 1, 2019 5950 Leaders

• DRFC Sharon Bloodworth sharon@whiteoakswealth.com

District Rotary Foundation Chair

• 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, 2021

Tell us how we delivered!

TRF & District Requirements?

Grant writing skills?

Practical application?

Final Questions?