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: [email protected]
•District Leadership
•Humanitarian Programs Staff
Questions?
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