THE ROTARY FOUNDATION of Rotary International

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THE ROTARY FOUNDATIONof Rotary International

• Humanitarian Grants Programs

Foundation eLearning 2005
The Rotary Foundation of Rotary International
The Rotary Foundation of Rotary International
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Matching Grants
To assist Rotary clubs and districts in carrying
out humanitarian service projects in cooperation
with Rotarians in another country
The Rotary Foundation of Rotary International
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Matching Grants
Match funded through the World Fund

• US 0.50 matching for every US 1 cash
  contribution
• US 1 match for every US 1 of DDF (SHARE)
  contribution
• Minimum grant award US 5,000
• Maximum grant award US 150,000

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Matching Grants
Two Grant Types

• Matching Grants
• US 5,000 to 25,000
• Competitive Matching Grants
• 25,001 to 150,000

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Matching Grants
Business Cycle
Applications Received
through
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Matching Grants Deadlines
Deadlines for Competitive Matching Grants 25,001
- 150,000
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Matching Grants
General Guidelines

• Projects must involve active Rotarian
  participation
• Grants must address a humanitarian need
• All grants must adhere to the Terms and
  Conditions of Matching Grants Award

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Matching Grants
Guidelines Matching Grants

• Rotary clubs and district are required to
• Communicate with co-sponsors for life of project
• Establish committee of 3 individuals (host and
  international partner) to oversee project
• Plan project jointly

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Matching Grants
Guidelines Competitive Matching Grants (US
25,001-150,000)

• Rotary clubs and district are required to follow
  the activities outlined in Matching Grants and
• Perform a community needs assessment
• Provide a project sustainability plan
• Demonstrate community involvement and ownership

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District Simplified Grants
To support service projects in the local
community or internationally
The Rotary Foundation of Rotary International
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District Simplified Grants

• Use a maximum of 20 of districts DDF
• One grant per year per district
• Direct Rotarian involvement required
• Reporting must be up-to-date
• Requests accepted 1 July 31 March in Rotary
  Year prior to implementation of projects

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District Simplified Grants
District Designated Fund DDF is 50 of total
Annual Program Funds raised by a district three
years earlier. The other 50 goes to the World
Fund where it is mainly used for Rotarys match
in Matching Grants, Volunteer Service Grants and
to send Group Study Exchange teams.
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District Simplified Grants

• Rotarian Involvement by
• Assessment of community needs and development of
  a project plan
• Establishment of a committee of at least 3
  Rotarians for project oversight
• Oversight of funds
• Involvement in the implementation of projects
• Provision of evidence of community involvement
• Organization of meetings with local service
  providers and officials
• Promotion of project in the local media

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District Simplified Grants
Important Criteria

• Grants over 25,000 payment made in installments
  based on spending plan
• Districts to provide progress reports delineating
  expenditures before additional installments are
  made
• Districts may have maximum of two paid open
  grants at a time. One grant must have expended at
  least 50 of funds

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3-H Grants
HEALTH
HUNGER
HUMANITY
Funds long-term, self-help, grassroots
development projects that use an integrative
approach to problem solving
The Rotary Foundation of Rotary International
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3-H Grants
Requirements

• Host and sponsor clubs must have successfully
  served as primary sponsors of a Matching Grant
  project within 5 years of submitting application
• Sponsors must be current on any previous 3-H or
  Matching Grants project reports
• Sponsors must provide a minimum of10 of the 3-H
  award amount

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3-H Grants
Requirements Integrative Approach

• Projects must address humanitarian needs by using
  multiple program components such as
• Training
• Community participation
• Rotary Community Corps
• Capital assets
• Technical expertise

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3-H Grants
3-H Grants should be used to address multiple
issues

• Not only
• Medical equipment

• But for
• Medical equipment
• Training on equipment
• Public health education
• Public relations campaign on Rotarys
  involvement

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3-H Grants
3-H Important Dates
1 July 31 March
1 August

• Proposals accepted at TRF
• Qualified proposals will receive an
  application to be completed by the sponsor

• Applications for consideration at the April
  Trustee meeting must be received by 1 August

1 November

• Deadline for sponsors to complete application
  requirements

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Volunteer Service Grants
To support Rotarian travel for international
humanitarian service
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Volunteer Service Grants
Overview

• Formerly Individual Grants
• Flat grant US3,000 for an individual or 6,000
  for a team of up to five members
• Excess funds may be used for project related
  costs
• Minimum stay for direct service grants is 10 days
  at the project site.

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Volunteer Service Grants
Eligibility

• There must be a defined community need
• The need can be met by the experience and skills
  of the Rotarians/team
• The skills and experience are not available in
  the community
• Only active Rotarians and spouses qualified to
  serve are eligible to travel

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Volunteer Service Grants
Applications

• Applications should be received three months
  prior to departure and be complete for approval
  two months prior to departure.
• Applications will be accepted starting 1 July
  2006 for travel starting 1 October 2006.
  Individual Grant applications will not be
  accepted.
• Applications available at www.rotary.org.

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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
The Rotary Foundation of Rotary International
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Stewardship
How to comply with TRFs Stewardship requirements

• Treat TRF funds as a sacred trust
• Maintain competent and thorough supervision of a
  project
• Comply with standard business practices
• Report any irregularities to TRF

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Stewardship
How to comply with TRFs Stewardship requirements

• Implement projects as approved by TRF
• Ensure financial review of projects
• Maintain timely and complete reporting

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Stewardship
Reporting

• What does it accomplish?
• Celebrates successes
• Demonstrates good use of TRF funds
• Shows transparency
• Fulfills government requirements
• Highlights lessons learned
• Earns future support

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Stewardship
Reporting

• When are reports due?
• Every twelve months for the life of the project
• Within two months of the projects completion

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THE ROTARY FOUNDATIONof Rotary International

• Questions?
• Humanitarian Grants Programs

Foundation eLearning 2005
The Rotary Foundation of Rotary International
The Rotary Foundation of Rotary International