Humanitarian Grants Program of The Rotary Foundation

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Humanitarian Grants Programof The Rotary
Foundation
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Learning Objectives

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

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Humanitarian Grant Standards

• Rotarian participation
• Rotary networks
• Humanitarian needs
• Stewardship

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District Simplified Grants

• Administered by district leadership
• DDF (maximum 20 of new DDF)
• Local or international projects
• District is sole sponsor

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Matching Grants

• Matched funds for humanitarian
  endeavors
• 11 match for DDF
• .51 match for cash
• Local and international sponsors
• Matching Grants (US5,000 - 25,000)
• Competitive Matching Grants (US25,001 -
  150,000)

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3-H Grants

• Long-term, self-help benefits
• Integrative approach
• Rotarian and beneficiary participation
• 2-4 years
• Previous Matching Grant partnership
• 10 minimum contribution

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Volunteer Service Grants

• Support travel of qualified Rotarians and spouses
• Direct service or project planning
• Eligibility based on
• Defined community need
• Skills and experience of traveler(s)
• Lack of skills and experience locally
• Flat grant award

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Disaster Recovery

• Master account formed
• Sub-accounts created for disasters
• Committees appointed to oversee use of funds
• Program focused on disaster recovery not disaster
  relief

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Appropriate Use of Funds

• Humanitarian projects
• Rotarian participation in projects
• Development of Rotary networks
• Spend consistently with TRF guidelines and
  approved application
• Vigilant oversight

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Inappropriate Use of Funds

• Construction/renovation
• Purchase of land or buildings
• Salaries of cooperating organization employees
• Cooperating organization expenses
• Post-secondary education
• International travel (except VSG 3-H)

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Inappropriate Use of Funds

• Establishment of foundation or trust
• Personal benefit
• Duplication of TRF or Rotary program
• Reimbursement of existing project
• Excessive support of beneficiary
• Inauguration parties or meetings

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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
  projects completion

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Report Content

• Project accomplishments
• Rotarian involvement
• Statement of income and expense
• Bank statement
• Information on the beneficiary

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Business Cycle
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Business Cycle (3-H)
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District Leadership

• District Grants Subcommittee
• Serve as grants experts
• Certify applications for completeness
• Authorize district-sponsored grant applications

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District Leadership

• District Rotary Foundation Committee Chair
• Authorize DDF
• Submit District Simplified Grant requests
• Maintain DDF records
• District Governor
• Jointly authorize DDF with DRFCC

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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

• Treating TRF funds as a sacred trust
• Competent and thorough supervision of the project
• Standard business practice
• Reporting irregularity to TRF

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Stewardship

• Implementing projects as approved
• Financial review of projects
• Timely and complete reporting

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Keys to Success

• Project meets real needs of receiving community
• Rotarian, club, district, and community support
  (host and international)
• Proper fiscal oversight
• Effective partnerships and communication
• Project plan with goals and anticipated outcomes

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Resources

• District Rotary Foundation committee
• District grants subcommittee
• www.rotary.org
• TRF staff

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Questions?