Foundation Seminar 2012 What is The Rotary Foundation? Founded in 1917, The Rotary Foundation’s...

Foundation Seminar 2012Foundation Seminar 2012

What is The Rotary What is The Rotary Foundation?Foundation?Founded in 1917, The Rotary Foundation’s mission is to enable Rotarians to advance world understanding, goodwill and peace, through the improvement of health, the support of education and the alleviation of poverty.

The Foundation is a not-for-profit corporation supported solely by voluntary contributions from Rotarians and friends of the Foundation who share its vision of a better world.


The Rotary Foundation The Rotary Foundation

Rotarian volunteers work locally, regionally, and internationally through The Rotary Foundation to fulfill its mission by applying for grants to fund humanitarian projects and activities, scholarships and vocational training teams.


What is the Future Vision What is the Future Vision Plan?Plan?

The Future Vision Plan reflects the desires of Rotarians worldwide to give the Foundation a more sustainable and visible impact in the world.


Rotary Foundation Global Rotary Foundation Global GrantsGrantsGlobal grants fund projects and activities that are related to the goals of TRF's areas of focus, all must be sustainable, and measurable.

Each global grant is sponsored by a club or district in the host country (host sponsor) and a club or district in the sending country (international sponsor).


Rotary Foundation Global Rotary Foundation Global GrantsGrants

•Compulsory Requirements for Global Grants–Both host & sponsor MUST be qualified

•Each must provide MOU signed by President & President Elect to Grants Chair.•Both must attend their appropriate District Grant Management Seminar.•Grant must have own bank account (s).


Global grants must address at lease one of the six areas of focus, which are based upon the principle ideas of The Rotary Foundation mission statement:

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 FocusAreas of Focus


Rotary Foundation Global Rotary Foundation Global GrantsGrantsGlobal Grants minimum match by TRF is

US$15,000.Hence minimum Global Grant Budget is

US$30,001Max match is US$200,000

TRF matches Club & Rotarian Money ?TRF matches District Designated Funds (DDF)?

Grant website automatically calculates and balances budget against financial sources.(must balance)


Global Grants undertaken Global Grants undertaken to-date either at clubs or to-date either at clubs or district level.district level.

District Sponsored– Thailand –English as a Second Language.

• Teacher training program.• Host prepared proposal, application & reports.• Minimum input by us.• 3 months from proposal to final report

Club Sponsored– Philippines – Water & Sanitation.

• Provision of drinking water in 50 plus schools• Originally one grant but split into to by host.• Running over 2 years, final report just submitted.• Audited by stewardship dept of TRF

Rotary Foundation Global Rotary Foundation Global GrantsGrants

Case Studies.Rotary Club of Gawler Light

Pres Elect Rob Eley


Lessons Learnt -1.Lessons Learnt -1.

• Must have reliable host.• Must do a community needs assessment, and

take photographic evidence where available.• Must prepare a evaluation plan.

– (there is a tool kit for this with the measurable goals TRF is looking for)

• Don’t split the grant to avoid mandatory requirements, e.g. Cadre review prior to approval

• Get quotations for budget items (min of 3).• TRF does want reasonably detailed budget with

suppliers named, (“various”is unacceptable)



• Don’t change grant activities without approval from TRF coordinator.– E.g. Wilserv II changed drilling 10 deep wells at

Principal’s request to plumbing into community reticulation system 500 meters away. Caught out by audit. (6% variance per item)

• Must build in sustainability.• Training program• Memorandum of understanding with recipients• Wilserv II -53 MOU’s must be sent to TRF.

• Time line TRF allows 6 months for each stage (you can request extensions)


Lessons Learnt-3.Lessons Learnt-3.

• All work is done online.• Club president MUST have internet capability as

they need to authorize application and reports.• Get copy of a completed Global Grant including

stages– Proposal– Application (several parts)

– Report (20 questions)

– USE cut and paste.• The more you put in the application the better.• TRF will ask for further information.


Lessons Learnt-4.Lessons Learnt-4.• Funding sources:

– DDF - matched 100% (1:1).– Rotary Club money -matched 50% (50c in $).– Rotarian money – matched 50%– Rotary controlled trusts e.g. Dreaming Foundation –matched 50%.– Contributions from other organizations, e.g. Meals on wheels -

NOT matched. (Funds would need to come from Rotary entity – club or Rotarian).

• Supportive documentation can be uploaded as file to website.• Each grant must have specific bank account.

– Grant can be split between host and international sponsors (2 accounts).– No additional $ to be added to account. (Draw down on account).



• The Host MUST be involved from the START.– ACTIVE INVOLVEMENT.– Our “failed” grants

• Afar in Ethiopia• Educational kits for AIDS orphans in Nairobi.• (project came from Australian sources)

• If something goes wrong with the Grant then the consequences are:

• For club sponsored/hosted grant…….club cannot apply for further grants until issue resolved.

• District sponsored/hosted grant…….district & all clubs within the district cannot apply for further grants until issue resolved.

• Both parties are penalized. (refund $)


What is sustainability?What is sustainability?

The Rotary Foundation defines sustainability as the capacity for maintaining long-term outcomes to serve the ongoing need of a community after grant funds have been expended.


What is new?What is new?

• Applications now allow 2 persons to travel to host project provided skills are not available within hosts country.

• Grant proposals can include Humanitarian project, Scholarships, & Vocational Training Team in the one grant.– Dialysis equipment & ultra sound equipment.– VTT outgoing / incoming for training purposes.– Post graduate study in medicine at University.– (Must have teams & scholar selected before submitting

application as details are required).

• New format web pages for 2013-14


ReportingReporting

Submitting timely reports is required and essential to evaluating the success of your project.

Progress reports are due within 12 months of the first issued payment and every 12 months thereafter. A final report is due within two months of completion of the project.

Foundation Seminar 2012 What is The Rotary Foundation? Founded in 1917, The Rotary Foundation’s...

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