rotary district 5950 grant management seminar
TRANSCRIPT
Rotary District 5950
Grant Management SeminarRotary Grant Writing “101”Fiscal year 2021-2022
Housekeeping
▪ Minimize noise distraction, mute
▪ We love to see you! Rename/add Club Name
▪ Raise hand to offer comment / ask question
▪ Say name when you speak
▪ Offer Feedback
Virtual Meeting Best Practices
• Share TRF & District 5950 requirements
• Equip you with grant writing skills
• Practice … explore questions about process
Qualify Your Club!
Objectives
DGE Marianna’s Welcome
Marianna Khauv
Rotary Club of Monticello
Rotary District 5950
District Governor Elect
Introductions
•Name
•Club
•Grant Experience
•ONE word to describe how you feel
Harvest the Knowledge
The Knowledge
•TRF
•District
•Global
Grant Definitions
Distinguish the Foundations
Your Club
Foundation
The Rotary
Foundation
(TRF)
Rotary 5950
Foundation
TRF … How funds accumulate
Paul
Harris
SocietyMajor Donor
How Does The Rotary Foundation Work?
MONEY
IS DONATED
TO TRF
INTEREST FUNDS
TRF OPERATIONS
50% TO
WORLD FUND
50% TO
DISTRICT DDF
.8:1 MATCH
DDF
50% TO
GLOBAL
GRANTS
50% TO
DISTRICT
GRANTS
3 years pass
TRF Allocation (Total) $367,000
50% Global Grants 183,500
50% District Grants 183,500
Available DDF 2021-2022
Grant Definitions
District: Small
International Grants
Vocational Training Teams (VTT)
Global Scholars
How 5950 Clubs Qualify
• At least one club member attends a GMS annually
• Club files Club MOU + Addendum with District 5950
• [Memorandum of Understanding]
• Club President must register at least Club TRF Annual Fund Goal online
• Club must be current on all reporting requirements
Grant Writing Qualifications
DISTRICT Grant Essentials
DISTRICT Grant Project Essentials
Requirements
DISTRICT Grant – Single Club
NOTE: Minimum club contribution = $500
Maximum District Contribution: $4,000
$ 2,000 Outright District Grant
1,000 Club A Contribution
2,000 2:1 District Match (max with 1 Club)
$ 5,000 Total Project
Single Club Formula
$ 2,000 Outright District Grant
1,000 Club A Contribution
1,500 Club B Contribution
500 Club C Contribution
1,000 Club D Contribution
8,000 2:1 District Match (max with 4 Clubs)
$ 14,000 Total Project
NOTE: Minimum club $500,
Maximum District contribution $10,000
Multiple Club Formula
Ready to Get Started?1. Contact District Grants Chair
Fred Semmer
858-525-2947
2. Chair will assign you a mentor, But!!!!!
READ ENTIRE APPLICATION AND REQUEST A MENTOR FOR COACHING
BEFORE DRAFTING YOUR GRANT!
3. Each Club may be the primary sponsor for (1) one grant:
Local OR Non-Rotary Partner OR Small International through November 2021
4. NEW Rotary project; not part of an operational budget
5. Complete application with budget, pro-forma receipts, non-profit partner MOU, and
President Signatures
The Steps
6. Applications and required documentation due on the 1st of each month to be
considered/reviewed during the next District Grants Committee meeting
7. June meeting approval; project may start prior to July 1
Funding available later in the summer when TRF transfers funds.
8. Projects can only start after approval; District Funds will be wired to applicant’s club after
approval and up to applicant to request contributions from partnering clubs
9. Applicants are responsible for implementing and monitoring their project and for
communicating updates to mentor in a timely manner.
10. Final Reports due within 30 days of completion or by June 30th
DISTRICT Grant Process
The Steps (continued)
DISTRICT Grant Process
Implemented Grant
2019-20 DISTRICT Grants Summary
• 27 projects involving 36 different Clubs
• 12 local projects
• 15 small international projects
• 6 single Club projects
• 21 multiple Club collaborations
• $129,849 Club Funds → $ 441,837 Total
• Leverage 3.4 times
2020-21 DISTRICT Grants Summary
2018- 2019 DISTRICT Grants
Local vs. Small International 2020-2021
Local projects $ 116,833
Small (<$30K) Int’l projects 95,300
Governor’s Projects 10,000
TOTAL $ 222,133
• Club goals entered
• Rotary project and Rotary recognition
• Sweat Equity
• Complete by June 30, 2022
Application Essentials DISTRICT
GLOBAL Grant Essentials
GLOBAL Grant Essentials
Collaboration Sustainability
Needs
assessmentTraining
Areas of Focus
Seven Areas of Focus
Global Grant – Single Club
NOTE: Minimum club contribution: $7,500
Maximum District Contribution: $20,000
$ 7,500 One 5950 Club
15,000 District 5950 Match (2 to 1)
12,000 TRF District Match ( .8 to 1)
$ 34,500 Club & DDF Match
$ 20,000 Encouragement Grant **
$ 54,000 Project Total
How it Works: Single Club
** Encouragement Grant: first 7 GLOBAL grants submitted 2021-2022
Global Grant – Collaborating Clubs
NOTE: Minimum club contribution: $7,500
Maximum District Contribution: $30,000
$ 7,500 2 (or more!) 5950 Clubs
22,500 District 5950 Match (3 to 1)
18,000 TRF District Match (.8 to 1)
$ 48,000 Club + DDF Match
$ 20,000 Encouragement Grant **
$ 58,000 Project Total
How it Works: Multiple Clubs
**Encouragement Grant: first 7 GLOBAL grants submitted 2021-2022
Ready to Get Started?
1. Contact Global Grants Chair, Steve Johnson
[email protected] or 612-987-6688
2. Connect with assigned Grant Mentor
3. Start online application
Do not "LOCK "or "AUTHORIZE" until 5950 approval
4. DO NOT START project until approved by TRF
5. Each Club may be the primary sponsor for (1) one grant:
through November 2021
Ready to Get Started?
Global … AFTER TRF Approval1. Receive TRF approval letter
2. Collect Club Contributions into Account
3. 5% Fee only if cash sent to TRF (or India)
4. TRF will wire World Fund match and DDF
5. Implement project; retain all receipts
6. File progress or final reports with TRF
AFTER TRF Approval …
2020-21 Global Grants Summary
Global Grant Summary
• 8 projects involving 12 clubs
• $106,580 Club Funds → $733,626 Total
• Leverage 7 times
• Global Funds 2020-2021 depleted
Application Essentials GLOBAL
• Rotary Project
• Rotarian Involvement … Host Club critical
• Cooperating Organization vs. Vendor
• Strong Measurement and Sustainability
Application Attachments GLOBAL
• Community Assessment Results
• Memorandum of Understanding (MOU)
• Curriculum for Training
• Proforma Invoices – Estimated Expenses
Delivering Value to Club Members
• Share your learning
• Encourage global travel
• Club engagement in
projects
Grant Ideas
• District Grant Ideas
▪ Medical Help w/Covid-19
▪ Youth Drop-in Shelter
▪ Park equipment
• District: Small International Grant Ideas
▪ Water Pumps in India
▪ Days for Girls Project
• Global Grant Ideas
▪ Covid PPE Minnesota
▪ Dental Equipment in Tanzania
▪ Prenatal Education for Young Women
District: Small
International Grants
Choose your Grant focus!
Breakout Rooms
Questions?
Review!
How 5950 Clubs Qualify
• At least one club member attends a GMS annually
• Club files Club MOU + Addendum with District 5950
• [Memorandum of Understanding]
• Club President must register at least Club TRF Annual Fund Goal online
• Club must be current on all reporting requirements
Grant Writing Qualifications
Rotary Websites
Rotary.org
• RI and TRF Worldwide
– Showcase
– Learning Resource Center
– Global Application
– Personal Profile
– Club Goals
Club Runner
• Clubs and District detail
– Grants
– Calendar
– Club Support/Club
President Toolkit
Questions? Contact Alexa : [email protected]
Member login same for club & district site
May or may not be for RI site
How do I find International Host Partner Clubs?
• Relationships with clubs in the International Rotary Community / RI Club Finder
• Rotary Showcase https://map.rotary.org/showcase
• Attend District Training events/Rotary International Convention/other club meetings
• Assistant Governors
• Collaborations with other Clubs/Districts
• District 5950 Project list www.Rotary5950.org – Grants
• Rotary Youth Exchange Students
Find International Host Partner / Source Project Ideas
Resources – beginning July 1, 2019 5950 Leaders
• DRFC Sharon Bloodworth [email protected]
District Rotary Foundation Chair
• Programs Mary Kurth [email protected]
• Global Grants Steve Johnson [email protected]
• District Grants Fred Semmer [email protected]
Website Resources
• Global Grants: www.Rotary.org / Take Action / Apply for Grants
• District Grants: www.Rotary5950.org / Grants / Grant Management Seminars/ District (or Global)
Resources – beginning July 1, 2021
Tell us how we delivered!
TRF & District Requirements?
Grant writing skills?
Practical application?
Final Questions?