the rotary foundation money flow where does the money go?
TRANSCRIPT
The Rotary Foundation Money Flow
Where does the money go?
Contributions TRFHumanitarian
Programs
The Rotary Foundation Money Flow
RotarianContributions
The Rotary Foundation Money Flow
RotarianContributions
TRFHumanitarian
Programs
The Rotary Foundation Money Flow
RotarianContributions
TRFHumanitarian
Programs
The Rotary Foundation Money Flow
Polio figures year-to-date are:
15 April 2015
15 March 2014
Total in 2014
Globally 22 61 359
- in endemic countries
22 52 340
- in non-endemic countries
0 9 19
RotarianContributions
TRFHumanitarian
Programs
The Rotary Foundation Money Flow
World Polio Day
The United Nations has declared the 24th October each year to be World Polio Day. We will be promoting this day to clubs and asking them to
commit to a fundraising project to celebrate.
RotarianContributions
TRFHumanitarian
Programs
InvestmentEarnings
The Rotary Foundation Money Flow
RotarianContributions
TRFHumanitarian
ProgramsInvested 3 years
The Rotary Foundation Money Flow
Incomepays
Operating Costs
RotarianContributions
TRFHumanitarian
Programs
DDF(District
DesignatedFund)
“Share”System
WorldFund
The Rotary Foundation Money Flow
50%
50%
D9790
The Rotary World
RotarianContributions
TRFHumanitarian
Programs
DDF(District
DesignatedFund)
“Share”system
WorldFund
The Rotary Foundation Money Flow
50%
50%
District Grants
Global Grants
50%
50%
RotarianContributions
TRFHumanitarian
Programs
The Rotary Foundation Money Flow
DISTRICT GRANTS - Local $1,000 to $2,500
- International $1,000 to $8,000
• Learner Driver Assistance Program
• Safe drinking water in northern Thailand
• Assistance with excursion costs for low income families
• Investigate the viability of a project in East Timor
• Conduct a feasibility study into a mental health project in Ghana
• Purchase of additional equipment for a Mens Shed
• VTT exchange with D9970 in New Zealand
Global Grants
RotarianContributions
TRFHumanitarian
Programs“Share”system
InvestmentEarnings
WorldFund
The Rotary Foundation Money Flow
District Grants
2014
GRANT MANAGEMENT SEMINARDISTRICT 9790
2014
• Understand how to manage a Rotary grant
• Learn stewardship expectations• Prepare clubs to implement the
MOU• Qualify clubs to receive grant
funds
PURPOSE
2014
• More decision-making power at the club and district levels
• Two types: global grants, district grants,
• Simplified leadership structures• Flexible DDF and scholarships• Vocational training teams
OVERVIEW OF ROTARY GRANTS
2014
Ensures that projects• Have proper financial controls• Adhere to technical standards• Meet the needs of
beneficiaries• Fulfil their objectives • Safeguard funds
GRANT MANAGEMENT
2014
SESSION 1
DESIGNING A PROJECT
2014
• Identify best practices for designing a project
• Develop a plan to implement your project
• Understand how to create measurable goals
LEARNING OBJECTIVES
2014
• Meet community needs• Are sustainable
• Involve a partner• Have an implementation
plan• Maintain proper stewardship
of funds ( Financial Management Plan)
SUCCESSFUL GRANT PROJECTS
2014
• Base projects on communities’ needs
• Determine whatresources your club and potential partners have
• Talk to the community
NEEDS ASSESSMENT
2014
Conducting Community Assessments Selecting a ProjectMaking a Plan Working with Partners Funding a Project Managing a Project Evaluating Success Project Checklist
Communities in Action and Community Assessment Tools
2014
• Rotary Convention• Project fairs• LinkedIn• Facebook• Rotary events• www.matchinggrants.org/global• www.rotary.org
PARTNERS
2014
# Title Country Location District Club Amount Status
G-938
Happy Schools District 3212
India District 3212. Tamilnadu
3212 Rajapalayam $64,516 Need $21,678
G-937
Sanitation & Clean Water
India Dhira 3070 Batala $37,000 Need $8,000
G-936
Job Trainings(Unmarried Moms)
Korea Seoul 3640 Seoul-ROTC $50,000 Need $16,000
G-935
Evolucion del conocimiento TIC
Colombia Medellin 4271 Medellín-El Poblado $42,000 Need $19,000
G-934
Unidade De Coleta De Sangue
Brazil ItapoÁ 4650 Itapoá $132,500 Need $30,000
G-933
Fighting with Cardiac Diseases
Bangladesh Dhaka 3281 Dhaka Midtown $99,350 Need $27,900
G-932
Powering Sustainable Peace Stu
Burundi Ngozi 5440 Fort Collins $35,000 Need $23,334
G-931
Mosquitoes Fly Away
India Anakapalli 3020 Anakapalle $35,000 Need $23,334
G-930
eEducation Blind Students
India Pune 3131 Pune-Shivajinagar $30,000 Need $7,334
G-929
Forlift for Algarve Food Bank
Portugal Algarve 1960 E-Club of Porches International
$30,000 Need $1,000
G-928
Blindness Prevention Equipment
India Mumbai 3140 Bombay North West-Malad
$150,000 Need $95,000
Rotary Global Grants
2014
• Form a three-person grant committee
• Assign roles• Make an implementation plan• Establish a budget• Have a contingency plan• Have a document retention plan
PROJECT PLANNING
2014
• Realistic• Competitive bidding• Reasonable prices• Disclose conflicts of
interest
CREATING A BUDGET
2014
• Measurable• Sustainable• Qualitative• Quantitative• Gather baseline data• Determine method of
measurement
SETTING GOALS
2014
• Identify best practices for designing a project
• Develop a plan to implement your project
• Understand how to create measurable goals
LEARNING OBJECTIVES
2014
SESSION 2
APPLYING FOR AND IMPLEMENTING A GRANT
2014
• Ability to write a successful grant application
• Understand grant financing• Discuss the importance of
evaluation
LEARNING OBJECTIVES
2014
• District grants• Global grants
ROTARY FOUNDATION GRANTS
2014
• Online application process• Meet goals of area of focus • Be sustainable• Involve Rotary clubs in two districts• Minimum total budget of US$30,000• District confirms club is qualified
APPLYING FOR GLOBAL GRANTS
2014
Peace and conflict
prevention/resolution
Disease prevention and treatment
Water and sanitation
Maternal and child health
Basic education and literacy
Economic and community
development
AREAS OF FOCUS
2014
Giving a community the skills and knowledge to maintain project outcomes for the long term, after grant funds have been expended.
SUSTAINABLE PROJECTS
2014
GLOBAL GRANT FIRST STEPS
2014
APPLICATION
2014
• Minimum budget for a global grant is US$30,000
• DDF matched 100% with World Fund
• Rotarian and non-Rotarian cash contributions matched 50% with World Fund
GLOBAL GRANT FINANCING
2014
• International sponsors provide at least 30% of total sponsor funding
• Funds cannot be raised from beneficiaries or cooperating organizations in exchange for a grant
• Funds cannot come from other grants
• Contributions credited to donor
FINANCING GUIDELINES
2014
• Exists when a Rotarian benefits financially or personally from a grant
• Benefit can be direct to a Rotarian or indirect to an associate of the Rotarian
CONFLICT OF INTEREST
2014
• Communication• Financial
management plan
• Record keeping• Following
original plan
IMPLEMENTATION
2014
• Assists with reporting
• Improves future projects
• Is based on goals • Is ongoing• Identifies successes
EVALUATION
2014
• Ability to write a successful grant application
• Understand grant financing• Discuss the importance of
evaluation
LEARNING OBJECTIVES
2014
SESSION 3
OVERSIGHT AND REPORTING
2014
• Identify best practices for managing funds and record keeping
• Identify which documents need to be retained
• Understand reporting requirements
LEARNING OBJECTIVES
2014
Stewardship is the responsible management and oversight of grant funds, including:
• Reporting any irregularities• Rotarian supervision • Financial records review• Oversight of funds• Timely submission of reports
STEWARDSHIP
2014
• Bank account for funds• Distributing funds• Use cheques or credit cards
to track funds• Detailed ledger
FINANCIAL MANAGEMENT PLAN
2014
• Provide access to documents for transparency
• Retain for a minimum of five years
• Make copies
DOCUMENT RETENTION
2014
REPORTING REQUIREMENTS
Reporting:
• Verifies grants were managed properly
• Provides valuable data for your club, partners, and Rotary
2014
• A Guide to District Grants
Section: Reporting and Payment
DISTRICT GRANT REPORTS
2014
Timeline for reporting:• Progress reports within 12 months of first payment• Every 12 months through the term of the grant• Final report within two months of completion
GLOBAL GRANT REPORTS
2014
Your global grant report should include:• How partners were involved• Type of activity• Evaluation of project goals • How area of focus goals were met• How funds were spent• Number of beneficiaries and how they benefited
GLOBAL GRANT REPORTS
2014
• Identify best practices for managing funds and record keeping
• Identify which documents need to be retained
• Understand reporting requirements
LEARNING OBJECTIVES
2014
SESSION 4
QUALIFICATION
2014
• Understand qualification requirements
• Understand how to manage your club’s qualification process
LEARNING OBJECTIVES
2014
• Attend a grant management seminar
• Submit signed club MOU
• A Guide to District Grants
QUALIFICATION REQUIREMENTS
2014
• Valid for one year• Club responsible for grant funds• Disclose conflicts of interest• Cooperate with all audits• Use grant funds properly• Implement the club MOU
TERMS OF QUALIFICATION
2014
• Follow terms of club MOU• Appoint a club member or
committee to manage club qualification
• Fully implement stewardship practices to prevent misuse of funds
MAINTAINING QUALIFICATION
2014
• Understand qualification requirements
• Understand how to manage your club’s qualification process
LEARNING OBJECTIVES
2014
District GrantsClosing Date
10th July 2015
9790
HOW TO GIVE TO THE ROTARY FOUNDATION
Where does the money come from?
HOW TO GIVE TO THE ROTARY FOUNDATION
• Club giving
• Personal giving✴ Every Rotarian Every Year ✴ Random giving✴ Paul Harris Society
HOW TO GIVE TO THE ROTARY FOUNDATION
Club giving
Your club may choose to contribute to TRF
Your club may choose to recognise the service of a club member by making a contribution to TRF
That contribution may be US$1,000 which qualifies for Paul Harris Fellow Recognition
HOW TO GIVE TO THE ROTARY FOUNDATION
Personal Giving:Every Rotarian Every YearEREY encourages Rotarians to make a
personal contribution to TRF every year
TRF suggests a donation of US$100 per year(A$10 per month)
Credit card or direct debit
Everybody knows somebody
HOW TO GIVE TO THE ROTARY FOUNDATION
Personal Giving:Random GivingEverybody celebrates special occasions during their lifetime
Birthdays: - Children, Grandchildren,
Partner, Parent- 18, 21, 30, 40, 50, 60, 70, 80,
90 yearsWedding AnniversariesChristmasGraduations
HOW TO GIVE TO THE ROTARY FOUNDATION
Personal Giving:Paul Harris SocietyNot Paul Harris “Secret” Society
Rotarians and supporters who commit to donating US$1,000 per year
Meet once a year to celebrate the works of TRF
Everybody knows somebody
HOW TO GIVE TO THE ROTARY FOUNDATION
Where does the money come from?
We all know of the needs that exist in third world countries
The programs of TRF cannot proceed without funds
It is not TRF that needs your money
It is the needy of the world
Please give to The Rotary Foundation
2014
Thank you!
