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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
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
[email protected] 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 : [email protected]
Resources – beginning July 1, 2019 5950 Leaders
• District Rotary Foundation Chair (DRFC) Carol MacDonald [email protected]
• Programs Mary Kurth [email protected]
• Global Grants Steve Johnson [email protected]
• District Grants Fred Semmer [email protected]
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!
