District 1130 Rotary Foundation Seminar and Grant Management

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District 1130 Rotary Foundation
SeminarandGrant Management

• 26th November 2010

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Rotary Foundation Motto Mission

• Doing Good in the World
• To enable Rotarians to advance world
  understanding, goodwill, and peace through the
  improvement of health, the support of education,
  and the alleviation of poverty

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D1130 Achievements

• Scholarships
• 30 Clubs have provided support to incoming
  Ambassadorial Scholars over recent years (many
  every year)
• Scholars have made approaching 200 presentations
  to Clubs every year enhancing International
  Understanding
• Potential Ambassadorial Scholars outbound put
  forward by Clubs
• Potential Peace Scholars put forward by many
  Clubs
• Rotarian Alumni D1130 DGN Eve Conway

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D1130

• Scholarships The Future
• Incoming
• Ambassadorial Scholars
• Number reducing year on year
• 2010/11 21 2011/12 15
• Global Scholars
• Number increasing year on year
• 2010/11 4 2011/12 10
• D1130 has to endorse each Global application

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D1130

• Scholarships The Future
• Outgoing
• Ambassadorial Scholars
• Limited funding from District Grants subject to
  competition from other proposals
• Otherwise flexibility on area of study
• Global Scholars
• Opportunity to submit one District sponsored
  Global Scholar using 15,000 DDF and 100 Global
  Grant match
• Study in a Future Vision District in specified
  subject area
• Applications submitted spring 2011 to study
  autumn 2011
• Final decision by TRF relating to compliance with
  TRF rules

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D1130 Achievements

• Group Study Exchange
• Recent Exchanges
• Boston, Melbourne, India, S. Carolina Bulgaria
  Pittsburg Mexico
• Team Leaders and participants
• Crystal Palace Norwood Paddington St Pancras
  Putney PutneyGreenford
• Chingford, Battersea Park, Hanwell Northfields
  Tooting, Ealing Golders Green Pall Mall
  Chigwell Epping Paddington
• Nominations (leaders and members)
• Edgware Stanmore Redbridge Barnet Epping,
  Canary Wharf, Northwick Park
• Golders Green Tooting Hanwell Northfields,
  Chingford Battersea Park Islington Highgate
  MH Barnet Paddington Kensington Westminster
  West
• Clubs hosting and organising events around London
• Approx 50 of Clubs have made practical
  contributions

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D1130

• The Future Vocational Training Teams (VTTs)
• Partner with another Future Vision District
• After transitional year 2010/11 (but funding
  penalty)
• Meet Future Vision emphases
• Fund with DDF and Global Grant

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D1130 Achievements

• District Simplified Grants
• (10 of SHARE)
• Selection of recent projects
• Books to Kenya (RC ST Marylebone)
• International Dictionaries 4 Life (RC Tower
  Hamlets)
• Dictionaries for Primary schools (Wandsworth
  Group of Rotary Clubs)
• Environmental Project with London Wildlife Trust
  (RC Islington, H MH)
• Straw bale building project (RC Finchley)
• Annual Christmas Concert for the Elderly and
  Disabled (RC Chelsea)

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D1130 Achievements

• Matching Grants
• Selection of recent projects
• Project Leaders
• Water project in Ecuador (RC Barkingside)
• Village project in Kenya (RC Brixton)
• Ultrasound equipment in Pakistan (RC Epping)
• Mobility Aids in India (RC London)
• Dental equipment in India (RC Redbridge)
• Rotary Jaipur Limb in Nigeria (RC Greenford)
• Project Contributors
• Hospital equipment in Rumania (RC London)
• Water wells and toilets in Morocco (RC Greenwich)
• Repairs to sport facilities in New Orleans (RC
  Bermondsey)
• Medical equipment in Israel - Save a Childs Heart
  (RC Mill Hill)

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Rotary Foundation Grants

• Future Vision pilot districts

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Rotary Foundation Grants

• Relate to Foundations mission
• Include active Rotarian participation
• Adhere to stewardship guidelines
• Demonstrate cultural sensitivity

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Grant Types

• District grants
• Global grants
• Club and/or District developed
• Packaged

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Areas of Focus

• Peace and Conflict Resolution/Prevention
• Disease Prevention and Treatment
• Water and Sanitation
• Maternal and Child Health
• Basic Education and Literacy
• Economic and Community Development

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District Grants

• Local decision making with broader guidelines
• Single TRF grant awarded annually to District to
  manage
• Smaller activities and projects
• Fund both local or international activities
• Simple, flexible, innovative
• Activities consistent with the mission

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Global Grants

• Long-term projects
• Sustainable outcomes
• Support the areas of focus
• Larger grant awards
• Minimum project value 30,000
• Provide World Fund match

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Sustainable Outcomes

• Project impact after funding is expended
• Economic, cultural, social, and resource
• Optimal use of local resources
• Respect natural resources
• Reach the most beneficiaries
• New methods in professional fields
• Prepare professionals to increase impact
• Use input and skills of grassroots groups

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Foundation Funding

• ALL Contributions (Gifts) The 3 Buckets
• The SHARE System Programmed Mgmt.
• District Designated Fund Cash4Programs
• Programs Cash Shared
• Rollovers etc.

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Foundation Funding
Contributions
SHARE System
Contributions
Earnings
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SHARE System
Funds invested
Funds invested
50,000 DDF50,000 World Fund
100,000 Annual Programs Fund
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2010-11
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D1130 2010-11

• Global Grant Support
• 25,000
• Rolled over
• Approx 40,000
• Available
• 65,000

• District Grant
• 25 SHARE
• 25,000
• Commitments
• VTT 15,000
• Available
• 10,000

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Stewardship and Qualification
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Stewardship

• Project supervision by Rotarians
• Implementing club MOU
• Standard business practice
• Irregularities reported
• Projects implemented as approved
• Financial records review
• Submitting reports

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Club Memorandum of Understanding

• The club MOU is a binding agreement between the
  club and its District, outlining requirements to
  ensure properly implemented activities and
  managed funds.
• By signing MOU, the club agrees to comply with
  the requirements.

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Grant Management

• Ensures that Rotarians
• Administer proper financial controls and adhere
  to superior technical standards
• Meet the needs of the project/activity
  beneficiaries, fulfill objectives, and safeguard
  donors funds

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Qualification Requirements

• Attend the district grant management seminar
• Read, sign, and submit club MOU to the district

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District Grant Applications

• Paper based application system to DRFC
• Projects to meet need (focus areas) and
  demonstrate Rotarians Involvement
• If applications exceed available monies Club
  contribution record will be a consideration
• Awarding clubs district grant funds
• Clubs to complete the district reporting
  requirements for the Foundation

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(No Transcript)
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District Grant Applications
15,000.00 1 x 15,000 To support VTT with non-pilot
5,000.00 2 x 2,500 Grants for Club initiatives (? One scholar)
4,000.00 5 x 800 Grants for Club projects in line with District criteria
370.13 1 x 370 To support incoming Global Scholars activities in D1130
24,370.13

• Application Timetable
• being finalised
• Anticipate February 2011
• Thereafter October and February

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Global Grant Application Process (1)

• Club qualifies.
• Club discusses potential project with DRFC
• Is international partner District Future Vision
• Area of focus
• Size of project
• Financial contributions (other clubs/districts)
• Prepare and submit summary of proposal to DRFC to
  confirm District support

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Global Grant Application Process (2)

1. Club submits global grant proposal, online,
   through members access
2. TRF reviews proposal for initial approval.
3. Club submits global grant application.
4. District approves online.
5. TRF reviews for final approval.

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Global Grant Reporting

• Progress report submitted 12 months after funds
  received
• Every 12 months until project is complete
• Final report submitted within two months of
  project completion

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Example Scenario 1

• Proposal to purchase diesel van for African
  village to take produce to market. Supply from SA
  at cost of 35,000
• Suitable /not suitable
• Type of Grant to be considered

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Example Scenario 1 -response

• Proposal to purchase diesel van for African
  village to take produce to market. Supply from SA
  at cost of 35,000
• not suitable
• ? Sustainability fuel, maintenance
• No evidence of Rotary involvelment
• Type of Grant to be considered
• N/a

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Example Scenario 2

• Rotary Club seeking support to assist after
  school club in deprived area with basic sports
  equipment. Budget 750, Rotarians to be on
  organising committee and to provide rota of
  supervisors to assist school staff
• Suitable /not suitable
• Type of Grant to be considered

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Example Scenario 2 - response

• Rotary Club seeking support to assist after
  school club in deprived area with basic sports
  equipment. Budget 750, Rotarians to be on
  organising committee and to provide rota of
  supervisors to assist school staff
• Suitable
• Rotarian involvement,
• community need
• Equipment will be available for large number of
  children for several years
• Type of Grant to be considered
• District Grant 375 (approx 500)
• Club contribution 375

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Example Scenario 3

• Rotary Club working with Rotary Club in South
  America to facilitate clean up of local river
  thereby reducing risk of waterborne diseases.
  Labour being provided by local villagers but need
  funds to purchase local products to create
  rubbish collection points (ie not thrown in
  river), toilet blocks and support educational
  programme budget 60,000
• Suitable /not suitable
• Type of Grant to be considered

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Example Scenario 3 - response

• Rotary Club working with Rotary Club in South
  America to facilitate clean up of local river
  thereby reducing risk of waterborne diseases.
  Labour being provided by local villagers but need
  funds to purchase local products to create
  rubbish collection points (ie not thrown in
  river), toilet blocks and support educational
  programme budget 45,000
• Suitable
• Global Grant (assuming future vision)
• D1130 Club(s) contribution 12,000 6000
• D Club contribution 1,000 500
• D1130 DDF 12,000 12,000
• D DDF 1,000 1,000

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Fundraising and Recognition

• ALL Contributions (Gifts)
• - Rotarians and non-Rotarians friends, family,
  organisations etc
• Foundation Recognition Points
• - Major Donors, Fellowships etc
• Donor Society Memberships
• - Arch C Klumph, Paul Harris, Bequest, etc

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The Rotary FoundationUnique

• The Rotary Foundation is your Charity
• Addresses the greatest needs worldwide
• World reach greater than the United Nations
• We can go where politicians and religious groups
  cannot
• Ensures Transparency and Accountability

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Annual Giving
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Contributes at least US100 every year to the
Annual Programs Fund
Rotary FoundationSustaining Member
2009-2010
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Giving

• ANNUAL PROGRAMS Fund
• Sustaining Members, Major donors etc
• PERMANENT Fund
• Benefactors, Bequest Society Members etc
• RESTRICTED Funds
• Polio Plus, World Fund Programs etc

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Thank you for your support!