Humanitarian Grants Programof The Rotary Foundation

Learning Objectives

• Humanitarian grant standards• Grant types• Appropriate use of funds• Reporting• Business cycle• Role of district leadership• Stewardship

• Rotarian participation

• Rotary networks

• Humanitarian needs

• Stewardship

Humanitarian Grant Standards

District Simplified Grants

• Administered by district leadership

• DDF (maximum 20% of new DDF)

• Local or international projects

• District is sole sponsor

Matching Grants

• Matched funds for humanitarian endeavors– 1:1 match for DDF– .5:1 match for cash

• Local and international sponsors• Matching Grants (US$5,000 - $25,000)• Competitive Matching Grants

(US$25,001 - $150,000)

3-H Grants

• Long-term, self-help benefits• Integrative approach• Rotarian and beneficiary

participation • 2-4 years• Previous Matching Grant

partnership• 10% minimum contribution

Volunteer Service Grants

• Support travel of qualified Rotarians and spouses

• Direct service or project planning

• Eligibility based on– Defined community need– Skills and experience of traveler(s)– Lack of skills and experience locally

• Flat grant award

Disaster Recovery

• Master account formed

• Sub-accounts created for disasters

• Committees appointed to oversee use of funds

• Program focused on disaster recovery not disaster relief

• Humanitarian projects

• Rotarian participation in projects

• Development of Rotary networks

• Spend consistently with TRF guidelines and approved application

• Vigilant oversight

Appropriate Use of Funds

• Construction/renovation

• Purchase of land or buildings

• Salaries of cooperating organization employees

• Cooperating organization expenses

• Post-secondary education

• International travel (except VSG & 3-H)

Inappropriate Use of Funds

• Establishment of foundation or trust

• Personal benefit

• Duplication of TRF or Rotary program

• Reimbursement of existing project

• Excessive support of beneficiary

• Inauguration parties or meetings

Inappropriate Use of Funds

Reporting

• Progress reports are due at least every twelve months for the life of the project

• Final report is due within two months of the project’s completion

Report Content

• Project accomplishments

• Rotarian involvement

• Statement of income and expense

• Bank statement

• Information on the beneficiary

Business Cycle

1 July – 31 March Submit DSG Requests and MG applications

1 August – 15 May

Applications / requests approved

Rolling Basis Volunteer Service Grant applications accepted

Business Cycle (3-H)

1 July – 31 March Submit 3-H proposals

1 August Submit 3-H Grant application

1 November Finalize 3-H Grant application

December – February Site visits conducted

April Funding decision

District Leadership

District Grants Subcommittee:

• Serve as grants experts

• Certify applications for completeness

• Authorize district-sponsored grant applications

District Leadership

District Rotary Foundation Committee Chair:

• Authorize DDF• Submit District Simplified Grant requests• Maintain DDF records

District Governor:• Jointly authorize DDF with DRFCC

Stewardship

The trustees rely on the integrity of the clubs and Rotarians engaged in project implementation to ensure that funds are used effectively for the purpose for which they were given.

Stewardship

• Treating TRF funds as a sacred trust

• Competent and thorough supervision of the project

• Standard business practice

• Reporting irregularity to TRF

Stewardship

• Implementing projects as approved

• Financial review of projects

• Timely and complete reporting

Keys to Success

• Project meets real needs of receiving community

• Rotarian, club, district, and community support (host and international)

• Proper fiscal oversight • Effective partnerships and communication• Project plan with goals and anticipated

outcomes

Resources

• District Rotary Foundation committee

• District grants subcommittee

• www.rotary.org

• TRF staff

Questions?