Future Vision Plan Update Rotary Foundation Grants and Sustainability.
OUR FOUNDATION GRANTS Slide 1 Rotary Foundation District Grants Rotary Foundation Global Grants...
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Transcript of OUR FOUNDATION GRANTS Slide 1 Rotary Foundation District Grants Rotary Foundation Global Grants...
OUR FOUNDATION GRANTS
Slide 1
Rotary FoundationDistrict Grants
Rotary FoundationGlobal Grants
PACKAGED GRANTS
Benefactor$1,000 pledge
BeneficiariesRotarians, Clubs, Districts, International partners,
Scholars, Communities, Children
Saves and Changes Lives
Endowment FundContribution Retained
interest only used
Global Grants50%
(general)
Funding for Local Project
Funding for International Projects (Matching Grants)
Vocational Teams
Scholarships
Disaster Relieve
Funding travel for planning and volunteers
District Sponsored 1. Vocational Teams ($15K)2. Scholarships (15K)
International Service (matching grants)
Club Sponsored1. Vocational Teams2. Scholarships
Donations to 1. Polio Eradication2. Rotary Peace Centers
Income
Annual FundHeld for 3 years
Prior to use
District GrantsDDF
(SHARE) 50% 3rd year Annual
Fund total contributions
Annual FundDisbursements
Rotary FoundationDistributions
Bequest Society
$10,000 pledge
Major Donor $10,000 cash
Arch Klumph Society$250,000
Sustaining Paul Harris
$100 per year
EREYEvery Rotarian
Every Year$100
Paul Harris Fellow$1000
Paul Harris Society
$1000 annually
$ Support $Individual Rotarians, Clubs, Districts, Corporate Matching Gifts,
Other Foundations, Trusts, Insurance, Estate Plans, and friends who believe in the mission of the Rotary Foundation
Wvuillemot-0212
Restricted FundPolioPlus, Donor Advised Fund,
MemorialsDiaster Recovery
BeneficiariesRotarians, Clubs, Districts, International partners,
Scholars, Communities, Children
Saves and Changes Lives
Rotary Foundation District Grants
Slide 4
Individuals
Rotary-affiliated entities
Cooperative Organizations/NGOs
Qualified District
Impact
Local and global communities
Disburse funds
Block Grant DDF
TRF
Mission related
Qualified District
Submits Request Rotary Clubs
Rotary Foundation District Grants
• Simple, flexible, innovative• Educational and humanitarian projects and activities
consistent with mission• Smaller activities and projects• Local decision making with broader guidelines
Slide 5
Funding AttributesDistrict Grants• Initiated by districts• Block grant• District administers• General TRF guidelines• Creativity and accountability• Local and DDF funding only• Up to 50% DDF - No min. or max. monetary limits
Slide 6
Rotary Foundation Global Grants
Slide 7
Impact
Global communities
TRF
Areas of Focus
Global Grant
Award Club or District Developed Grant
World Fund match to DDF/cash
Award Packaged Grant
World Fund
Qualified Club or District
Qualified Club or District
Submits Proposal
Rotary Foundation Global Grants
• Long-term projects• Rotarian participation• Larger grant awards• Sustainable outcomes• International partnerships required
for club- and district-developed grants
Slide 8
Funding AttributesGlobal Grants• Initiated by qualified club and/or district• DDF, World Fund, cash flow through,
PF earnings, named gifts• Larger awards (min. US$15,000) and
project costs• World Fund match of DDF, cash, and DAF• Streamlined stewardship and accountability
Slide 9
Funding Model
Slide 10
ANNUAL PROGRAMS FUND
SHARE
District Grants
50% (max)
District Designated Fund
50% 50%
World Fund
50% (min)
Global Grants(World Fund match to DDF and cash)
Other (Cash, DAF, Permanent Fund)
District Controlled Trustees Controlled
SHARE at WorkExample: Funding $32,900 Pure Water Project in Zimbabwe
Other Rotary Clubs $2,000
Sponsoring District - DDF $8,000
Hosting District- DDF $1,000
Individuals & Other orgs $1,000
$1,000x 0.5
$8,000x 1.0
Partner Districts - DDF $5,000 $10,000x 1.0
$1,000x 1.0
$500X .5
$3,000= $3,900
$16,000= $19,900
$10,000= $29,900
$2,000= $31,900
$1500= $33,400
Funding Source
Originating Rotary Club
US$
$600
Global RF Match
$300x 0.5
Sub-Total
$900=
Total
$900
RESULTS: Commitment + $600 + Planning + Partners = Pure Water $33,400
PACKAGED GRANTS
* Predesigned projects developed by Foundation and its strategic partners. * Involve one of the Six Areas of Focus * Partners offer financial support, technical expertise, or advocacy * Partners : Aga Khan University –nursing – Mercy Ships Vocational
and Medical – UNESCO-IHI Water and Sanitation
• World understanding
• Goodwill
• Peace
Our Mission
CLUB QUALIFICATIONS
• ATTEND GRANT MANAGEMENT SEMINAR
• READ AND AGREE TO A CLUB MEMORANDUM OF UNDERSTANDING
• AGREE TO DISTRICT QUALIFICATION TERMS
WHERE TO FIND PARTNERS
• ProjectLINK• Rotarian Action Groups• RI Conventions• Matchinggrants.org/global• LinkedIn• Project fairs• Personal travel• District Leaders promote when at conventions,
etc
COMMUNITY ASSESSMENT
PRINCIPLES TO KEEP IN MIND - TALK WITH A BROAD SECTION OF THE COMMUNITY
- IDENTIFY PASSIONATE NEEDS
- GET LOCAL BUY-IN
- THINK LONG TERM
SUSTAINABLE PROJECTS
• Community Needs and Strengths• Materials and Technology• Funding• Knowledge• Motivation• Monitoring and Evaluation
STEWARDSHIP
THE KEY TO OUR FOUNDATION’S SUCCESS
RECOGNIZED WORLDWIDE FOR INTERGRTY – WE OUT PERFORM MOST CHARITIES –EXCEED INDUSTRY STANDARTS – GOVERNANCE, EFFECTIVENESS, FINANCES,FUNDRAISING, PRIVACY POLICY.
A+ AMERICAN INSTITUTE OF PHILANTHROPY4-STAR FROM CHARITY NAVIGATOR BETTER BUSINESS BUREAU