THE ROTARY FOUNDATION of Rotary International

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THE ROTARY FOUNDATIONof Rotary International

• eLearning
• Humanitarian Programs

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Foundation eLearning 2005
The Rotary Foundation of Rotary International
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Main Menu
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Matching Grants
District Simplified Grants
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Individual Grants
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Stewardship
3-H Grants
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Matching Grants
To assist Rotary clubs and districts in carrying
out humanitarian World Community Service projects
in cooperation with Rotarians in another country
Matching Grants on the web
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Matching Grants
Match funded through the World Fund

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

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Matching Grants
Three Types of Grants

• Minor Matching Grants
• 0 to 2,000
• Major Matching Grants
• 2,001 to 25,000
• Competitive Major Matching Grants
• 25,001 to 150,000

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Matching Grants
Application Schedule

• Minor Matching Grants
• Major Matching Grants (non-competitive)
• Accepted

through
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Matching Grants Deadlines
Deadlines for Competitive Matching Grants 25,001
- 150,00
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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 Awards
• Reports due every 6 months

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Matching Grants
Guidelines Minor Matching Grants

• Rotary Clubs and district are required to
• Communicate with co-sponsors for life of project
• Establish committees to oversee project
• Plan project jointly
• Establish expectations of all participating clubs
  and districts

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Matching Grants
Guidelines Major Matching Grants (up to 25,000)

• Rotary Clubs and district are required to follow
  the activities outlined in Minor Matching Grants
  and
• Host club
• Visit project site
• Provide regular updates
• International club
• Share information and/or site visits

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Matching Grants
Guidelines Major Competitive Matching Grants (up
to 150,000)

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

Test your Humanitarian Programs IQ
test
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Matching Grants TEST
The Rotary Foundation will match every 1 cash
contribution with what amount?
(Click the correct button)
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2
Depends on SHARE contribution 3 years earlier
0.5
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Matching Grants TEST
How often are reports due for a matching grant?
(Click the correct button)
Every 6 weeks
Once a year
Every 6 months
On the 15th of every month the grant is open
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Matching Grants TEST
Rotary clubs and districts are required to
establish a committee of how many Rotarians to
oversee a project?
(Click the correct button)
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3
5
Depends on grant amount
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District Simplified Grants
To support service projects in the local
community or internationally
DSG on the web
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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 (every 6 months)
• 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, Individual Grants and to send
Group Study Exchange teams. DDF available for
District Simplified Grants represents 20 of the
districts Annual Program Fund giving three years
earlier.
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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

• For grants over 25,000, payment will be made in
  installments based upon a spending plan.
• Districts must provide progress reports
  delineating the expenditures of funds before
  additional installments will be made.

test
Test your DSG IQ
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District Simplified Grants TEST
How many District Simplified Grants is a district
allowed to apply for per year?
(Click the correct button)
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Depends on available DDF
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10
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District Simplified Grants TEST
Which statement is not an aspect of Rotarian
involvement required for DSG participation
(Click the correct button)
Assessment of community needs and development of
a project plan
Involvement in the implementation of projects
Promotion of project in the local media
Linking of personal bank account to project
account
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District Simplified Grants TEST
If the District Simplified Grant is more than
25,000, payment will be made
(Click the correct button)
in installments based upon a spending plan
in one lump sum
in thousand-dollar increments based on submission
of receipts
When the project is complete and all receipts are
submitted to TRF
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Individual Grants
To subsidize the airfare and travel-related
expenses of Rotarians who volunteer their
services to directly support humanitarian
endeavors or plan projects in another country
Individual Grants on the web
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Individual Grants

• Funded by the World Fund
• Grant supports
• Rotarians and their spouses
• Rotaractors
• Qualified Foundation Alumni who have the skills
  to provide direct service.

• 6,000 maximum per group (2-5 Rotarians)
• 5,000 maximum per individual
• Minimum 5 days on site
• Maximum 60 days on site

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Individual Grants
Eligible Budget Items Include

• Economy class airfare
• Minimal daily living expenses, food and
  accommodations
• Travel-related expenses (e.g. visa, travel
  vaccinations, insurance, etc.)
• Project-related expenses

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Individual Grants
Application Process

• Applications should be received by TRF four
  months before anticipated departure
• Application must be approved at least two months
  before scheduled departure
• Applications accepted on a rolling basis

Test your IndividualGrants IQ
test
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Individual Grants TEST
Individual Grants support the travel of
(Click the correct button)
Rotary Center Peace Scholars
Group Study Exchange Team Leaders
Rotarians, their spouses, Rotaractors, and
qualified TRF Alumni
District Governors-elect to GETS and the
International Convention
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Individual Grants TEST
Which of the below expenses is not covered by
Individual Grants
(Click the correct button)
Economy class airfare
Gifts for host families
Minimum daily living expenses
Travel vaccinations
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Individual Grants TEST
Individual Grants applications should be
submitted to TRF by?
(Click the correct button)
1 October
4 months before anticipated departure
6 months before anticipated departure
3 weeks before anticipated departure
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3-H Grants
HEALTH
HUNGER
HUMANITY
Funds long-term, self-help, grassroots
development projects that are too large for one
club or district to implement on its own
3-H on the web
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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 awards
• Sponsors must provide a minimum of10 of the 3-H
  award amount

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3-H Grants
Requirements

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

In other words
Click here
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3-H Grants
3-H Grants should be used to address a multiple
issues, for example

• 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

test
Test your 3-H IQ
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3-H TEST
The 3-H Grants program is designed to
(Click the correct button)
Fund disaster relief projects
Fund long-term, self-help grassroots development
projects
Pay Rotarian travel expenses while on a Matching
Grants site visit
Fund water projects
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3-H TEST
3-H Grants sponsor must contribute a minimum of
how much towards the project
5
10
20
50
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3-H TEST
What is the deadline for submitting 3-H proposals?
1 October
31 March
15 January
Accepted on a rolling basis
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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
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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

Click here to see Trustee Standards on the Web
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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 six months for the life of the project
• Within two months of the projects completion

test
Test your Stewardship IQ
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Stewardship TEST
Stewardship in Humanitarian programs refers to
(Click the correct button)
The DRFC Chairs allocation of SHARE funds
The strict oversight of project funds
The regulated use of synthetic fertilizers used
on farm lands funded by TRF
Relationships between clubs of neighboring
countries
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Stewardship TEST
Which of the following statements is true about
Stewardship of TRF funds
a) Funds should be treated as a sacred trust
b) Project managers must maintain thorough
supervision of the project
c) Projects should be implemented as approved
by the Trustees
d) All of the above
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a
b
c
d
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Stewardship TEST
What is the purpose of Reporting?
a) To celebrate successes
b) To demonstrate good use of TRF funds
c) To show transparency
d) All of the above
3
a
b
c
d
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Finished?
Have you completed all four tests?
yes
no
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CONGRATULATIONS!
You have completed the Humanitarian Programs exams
Please send an email to to verify completion.
In the subject line write I know Humanitarian
Programs
trfelearning_at_rotaryintl.org
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