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District 5450 Foundation/Grants Seminar Club Qualification: 2015-16 September 20, 2014

District 5450 Foundation/Grants Seminar Club Qualification: 2015-16 September 20, 2014. Welcome Peter Ewing District Governor 2014-15. The Rotary Foundation Ann Tull District Rotary Foundation Chair. District Foundation Committee. Polio Eradication.

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District 5450 Foundation/Grants Seminar Club Qualification: 2015-16 September 20, 2014

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  1. District 5450Foundation/Grants SeminarClub Qualification: 2015-16September 20, 2014 .

  2. WelcomePeter EwingDistrict Governor 2014-15 .

  3. The Rotary FoundationAnn TullDistrict Rotary Foundation Chair .

  4. District Foundation Committee

  5. Polio Eradication • 2 for 1 match from Melinda and Bill Gates Foundation • So your donation will be tripled

  6. Rotary License PlatesEnd Polio Now Signing the petition does not mean a commitment to purchase a license plate 18 Clubs in our District have not signed November is the deadline for the project

  7. Polio 2014 Update • Endemic Countries • Afghanistan • Pakistan • Nigeria • Other Countries • Cameroon • Equatorial Guinea • Ethiopia • Iraq • Somalia • Syria

  8. Foundation Alumni 5K run/walk for End Polio Now held during Zone Institute Raised ~$7000

  9. Foundation Alumni Members • Former Ambassadorial Scholars • Former World Peace Fellow • Former Group Study Exchange Team Members

  10. World Peace Fellowship • 2-year graduate study at one of 8 Peace and Conflict Centers • 3-month interactive certificate program on peace and conflict resolution in Chulalongkorn University in Bangkok

  11. Rotary Fundraising Dan Hershberger Fundraising Chair

  12. Fundraising Annual Giving Points Paul Harris Society Endowment Fund

  13. Rotary Direct https://www.rotary.org/en/document/10951 Web: Easiest and preferred method “Frequency” Handout: Rotary Direct Form Contribution Form: TRF Contribution Form (123) Phone: 1-866-976-8279

  14. Training for 2015-16 Club Qualification Carolyn SchraderDistrict Grants Subcommittee Chair .

  15. Training for 2015-16 Club Qualification • Grants • District Grants • Global Grants • Humanitarian Projects • Scholarships • Club Qualification .

  16. Foundation Funding Model Presented by Carolyn Schrader

  17. Current Foundation Funding For Operating Expenses Model: Investment income for first 3 years after contributions received is used to fund expenses Since 2009, operating expenses paid from World Fund Time to develop a new model

  18. New Foundation funding For Operating Expenses • Effective July 1, 2015 • Administrative Charges on cash contributions: • 5% on contributions to Annual Fund • 5% on pass-throughs for Global Grants • 10% or less on certain corporate gifts • Not PolioPlus or Endowments

  19. Foundation Funding Model Cash from Rotarian

  20. Foundation Funding Model Club Payment to Global Grant • Contributions direct to Grant Project Account do not incur Admin Charge, but • No Paul Harris credit • Likely wire and currency fees $100

  21. Impact • Cash contributions require additional 5% payment • Both Club and Rotarian contributions • Paul Harris points awarded on full contribution • Full contribution deductible to donor • Payment direct to grant project account not subject to charge

  22. Sources of the Rotary Match • Annual Fund Contributions from D5450 • 50% returned to D5450 in 3 years (DDF) • 45% to the TRF World Fund • District Grants use DDF (up to 50%) • Global Grants use: • Remaining DDF, and • TRF Funds from Rotarians worldwide

  23. Rotary District 5450Ambassadorial Scholarships Adams Price Scholarship Committee

  24. Scholarship Program Background NOW • New program of DISTRICT • Global Grant • 2013 was inaugural year THEN Oldest program of TRF (1947) 40,000 scholars from 150 nations 75++ scholars from D5450

  25. What Does Scholarship Cover? $30,000 to be used to defray costs associated with: Round-trip transportation Tuition Room and board Educational supplies

  26. Areas of Focus – Global Grants • Candidates must have a past, present AND future in: • Promoting Peace • Fighting Disease • Providing Clean Water • Maternal and Child Health • Supporting Education • Growing Local Economies • Architecture & related (Temple Buell)

  27. Other Key Requirements Will use to study abroad Graduate level Funds spent during Rotary year Work, school or residence in District 5450 NOT Rotarian, or within 2 generations in past 3 years Rotary Host in study region Reporting requirements same as other Global Grants

  28. Process & Timing Spring 2014 Clubs Begin Recruitment Fall 2014 Pre Qualification Form Fall 2014 Full Application Winter 2014 Interviews Winter 2014 University Acceptance & Global Grant Application Winter 2014 Global Grant Award Spring 2015 Pre Departure Training

  29. 1 1. 2 3 4

  30. What Can You Do? DISTRICT • Outreach • Social Media • Interviews • Orientation • Grant Administration CLUB Identify & sponsor scholar candidates Publicize Become the Program Chair for your club

  31. District 5450 Global Grants Presented by Carolyn Schrader

  32. District 5450 Global Grants Sustainable Rotary projects that benefit underserved groups of people

  33. Global Grants • Partnership of Qualified Clubs • Both Clubs must be qualified • Project in one of 6 Areas of Focus • Needs Assessment • Sustainable and measureable

  34. DDF for Global Grants • $10,000 maximum DDF for each Club • Maximum per project: $10,000 if one Club; $12,500 if two Clubs, and $15,000 for three or more Clubs

  35. Global Grant Financing • DDF matched 100% from TRF • Cash matched 50% from TRF • Non-Rotarians also matched by TRF • Up to a 3 ½ to 1 match • Minimum project: $35,000

  36. Areas of Focus Peace and Conflict Prevention/Resolution Disease Prevention and Treatment Water and Sanitation Maternal and Child Health Basic Education and Literacy Economic and Community Development

  37. Key Steps for a Global Grant • Community Assessment • Host Rotary Club • Collaborate to develop the project • Budget and timeline • Find funding • Pre-application to District • Apply on line

  38. Needs Assessment • Host Club should conduct assessment • Choose a project that is doable and eligible for Rotary funds • Evaluate community resources and integrate them in the project • Include the community in the planning

  39. Conflict of Interest • Exists when a Rotarian benefits financially or personally from a grant • Benefit can be direct (the Rotarian benefits) or indirect (an associate of the Rotarian benefits)

  40. Project Planning • Form a three-person grant committee • Assign responsibilities • Develop an implementation plan • Create a budget • Establish a document retention plan • Disclose potential conflicts of interest

  41. Setting Goals • Measurable • Sustainable • Qualitative (descriptive) • Quantitative (numeric) • Identify baseline data source

  42. Sustainability Sustainable projects have continued impact after the funds are spent. They: • Meet community needs • Develop community ownership of the project to create long-term change • Make optimal use of local resources • Increase capacity in assets and knowledge

  43. Sustainability Questions • What do you need and how can we help you? • What is necessary to meet the need? • What can you do? • How can we help you? • How can we make it last? • New skills? • Ways to generate income to support the project • Other resources?

  44. Creating a Budget • Realistic • Competitive bidding • Can include 10% for project management • Can have 10% contingency • Up to $500 for project signage

  45. District 5450 Review Process • Pre-Application to District for review first • Assistance in the planning/concept stage • Work jointly with District Grant Advisor to meet TRF requirements • Pre-Application form and Grant Advisor contacts on the District 5450 website

  46. Applying for Global Grants • Online application • Rolling deadline • Project Rotarians must be identified • Clubs must be qualified for submission • Minimum budget of US $35,000

  47. Global Grant Application • Identify community needs • Reference community assessment • Describe activities and outcomes • Connect project to an area of focus • Show how Rotarians will be involved

  48. Global Grant Application • Detailed plan and budget • Do not show DDF until District approves amount of DDF • How activity is sustainable • How outcomes will be measured • Evaluation reporting to be provided

  49. Finances and Recordkeeping • Separate Club Bank account for each grant • Receipts for all expenditures • Detailed ledger • Five year retention; can be electronic • Accessible to Club members • District will provide on-line storage

  50. Global Grant Reports • On line reporting • Progress reports • First due within 12 months of payment • Prudent to accelerate first report • Document progress to date • Show spending for receipted expenses • All reports require 4 authorizations

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