Humanitarian Grants Program

of The Rotary Foundation

Learning Objectives

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

Humanitarian Grant Standards

• Rotarian participation• Rotary networks• Humanitarian needs• Stewardship

Appropriate Use of Funds

• Humanitarian projects• Rotarian participation in projects• Development of Rotary networks• Spend consistently with TRF

guidelines and approved application• Oversight of grant funds

Inappropriate Use of Funds

• Construction/renovation• Purchase of land or buildings• Land mine removal• Purchase and distribution of birth

control• Salaries of individuals working for

another organization• Cooperating organization expenses• Post-secondary education

Inappropriate Use of Funds

• International travel (except Volunteer Service and 3-H Grants)

• Establishment of a foundation or trust

• Personal benefit• Reimbursement of an existing project• Cash donations• Inauguration or fundraising parties

Grant Types

• Matching Grants (MG)• Health, Hunger, and Humanity

(3-H) Grants• District Simplified Grants (DSG)• Volunteer Service Grants (VSG)

Matching Grants (MG)

• Matched funds for humanitarian endeavors– 1:1 (100%) match for DDF– .5:1 (50%) 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• Rotarian and beneficiary participation • Previous Matching Grant partnership• 2-4 years• 10% minimum contribution• 3-H Grants (US$100,000 - $300,000)

District Simplified Grants (DSG)

• Utilize a portion of the district’s DDF– 20% of new DDF– 1 grant per district per Rotary year– Administered by District leadership

• Humanitarian Endeavors– Local community– International service

• Direct Rotarian involvement

DSG - Policies and Guidelines

• Adherence to standard grant policies

• Used only for eligible items/activities

• Respect wishes of receiving community

DSG - Rotarian Involvement

• Community needs assessment

• Project committee

• Project implementation

• Meet with community leaders, suppliers, and beneficiaries

• Project promotion

DSG - District Responsibilities

• Submit DSG request to TRF• Receive and distribute grant funds• Ensure expenditures are consistent

with TRF policies• Submit cumulative reports to TRF

DSG - Individual Project Report

• Detailed description of project• Narrative statement about

beneficiaries• Description of Rotarian

involvement• Itemized list of expenditures• Submit individual project reports

to the district and not to TRF

Volunteer Service Grants (VSG)

• International travel (individual or group)– Direct service– Planning projects

• Host and international partners• Minimum stay: 5 days • Maximum stay: 60 days

Volunteer Service Grants (VSG)

•Qualified Rotarians and spouses•Demonstrated eligibility•Flat grant award•Application received three

months prior to anticipated departure

Business Cycle

1 July – 31 March

Submit DSG Requests and MG applications

1 August – 15 May

Applications / requests approved

Year Round 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

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

Overdue Grant Reporting

• Goal of 100% compliance– Regular reminders– Posting of overdue clubs on RI web

site– Termination of overdue clubs– Suspension of low-reporting

districts

District Leadership

District Rotary Foundation Committee Chair (DRFC):

• Authorizes DDF• Maintains DDF records• Submits District Simplified Grant

requests

District Leadership

District Grants Subcommittee Chair (DGSC):

• Certifies applications for completeness

• Authorizes district-sponsored grant applications

District Leadership

District Governor (DG):• Authorizes DDF beginning 1 July

2008

Stewardship

• Implement projects as approved• Treat TRF funds as a sacred trust• Competent and thorough

supervision of the project• Timely and complete reporting• Reporting irregularity to TRF

• Open separate bank account• Maintain accounting records• Keep receipts for at least five

years• ALL expenditures must be within

TRF guidelines

Stewardship

Keys to Success

• Project meets real needs of receiving community

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

• Proper oversight of grant funds • Effective partnerships and

communication• Project plan with goals and anticipated

outcomes

Resources

•Terms and Conditions

•Rotary website: www.rotary.org

•Email: contact.center@rotary.org

•District Leadership

•Humanitarian Programs Staff

Questions?