Matching Grants
Matching Grants
• Address humanitarian conditions that benefit a community in need
• Direct Rotarian involvement• Match at least two countries
(host and international)• 1:1 match for DDF and 0.5:1
match for cash contributions
Matching Grant Types
• Matching Grants– Award US$ 5,000 - $25,000
• Competitive Matching Grants– Award US$ 25,001 - $150,000
Competitive Grants
• Community needs assessment• Publicity and spending plan• Annual independent financial
review
Policies and Guidelines
• Adherence to Terms and Conditions of Matching Grant Award
• Must be humanitarian project• Project must benefit a
community in need
• Communicate with partners for life of project
• Establish committees (3 members) to oversee project
• Plan and implement project jointly• Visit project site• Submit reports to TRF• Ensure proper stewardship of funds
Rotarian Involvement
Application Procedure
1 July – 31 March Applications accepted
1 August – 15 May Applications approved
1 August & 1 January
Competitive Matching Grant application deadline
Reporting Requirements
• Progress reports at least every twelve months for the life of the grant
• Final report due within two months of completion
• Primary report responsibility noted in application
Report Content
• Project accomplishments • Rotarian involvement• Information on the beneficiary• Statement of income and expense• Bank statement• Certifying Signature
Role of District Leadership
• District Rotary Foundation Committee Chair– Allocate DDF
• District Grants Subcommittee Chair– Review and certify applications prior
to submission to TRF– Authorize district sponsored grants
Questions?
How to Complete a Matching Grant
Application
Learning Objectives
• Overview of the MG process
• Preparing to complete an application
• Completing application, step-by-step
• Helpful hints
• Application received, acknowledged
• Application reviewed
• Grant approved
• Agreement form, contributions, payee information returned to TRF
Overview of Process
Overview of Process
• Payment issued
• Reports submitted
• Final report reviewed
• File closed
• Read Matching Grant application and The Guide to Matching Grants
• Identify international partner
• Conduct community needs assessment
Preparations
• Design eligible project to meet need
• Prepare budget
• Request support from your district Rotary Foundation committee chair and district grants subcommittee chair
Preparations
• Applications received 1 July - 31 March
• Applications approved 1 Aug - 15 May
Application Deadlines
Project Description
• Who, what, where, when and how
• Continuity of project after the grant
• Detailed description of Rotarian activities
Host & International Partners
• Club or district project
• Provide all contact information
• Contacts must be in good standing with RI
• All contacts must be in sponsoring club
Project Budget
• Itemize expenditures
• Supplier names must be provided
• Invoices not required, but may be requested
• Indicate exchange rate
Project Financing
• Financing must equal budget
• Calculate in US$
• Indicate cash or DDF
• DRFC chair must authorize use of DDF
Project Planning
• All questions must be answered
• Equipment cannot be owned by Rotarians or Rotary clubs
• Customs clearance must be arranged
Competitive Grants
• Grant requests from US$25,001-$150,000
– Community Needs Assessment
Authorizations
• Authorizations signed by current year officers
• Club-sponsored vs. district-sponsored
• All signatures must be submitted with the application (otherwise application will be returned)
Cooperating Organizations
• Cooperating Organization vs. beneficiary
• Letter of participation from Cooperating Org
• Letter of endorsement from host partner
Final Report
• Both sponsors are responsible for reports– Should include input
from both sponsors
• Club / district handling grant funds should take the lead in reporting
DGSC Review
• District grants subcommittee must confirm that the application is complete
• Host or international partner
• Does not guarantee Trustee approval
Completion Checklist
• Helpful to ensure that the application is accurate and complete
Helpful Hints
• Stay current on grant reporting
• Pay RI Membership dues on time
• Communicate with your co-sponsors
• Complete all sections of the application
• Keep copies of all documents
Resources
• Matching Grant Terms and Conditions
• The Guide to Matching Grants [144]
• Website: www.rotary.org
• TRF Staff
• E-mail: [email protected]
Questions?
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