Successful Grantmaking Strategies
Learn how to make grants easy and successful with valuable tips and examples for district and global grants, major changes in policies, handling Paul Harris donations, eligibility requirements, available funds, application process, and grant awarding procedures.
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Presentation Transcript
MAKING GRANTS EASY AND SUCCESSFUL Walt Schafer, Chair Grants Committee District 5160
PURPOSE AT END OF THIS SESSION, YOU WILL KNOW BASICS OF DISTRICT GRANTS GLOBAL GRANTS TIPS AND EXAMPLES
ROTARY DISTRICT 5160 DDF AND GRANT P0LICY 2020-2021 www.rotary5160.org Click on Foundation, then Grants
MAJOR CHANGES IN 2020- 2021 POLICY DOCUMENT FUNDS AVILABLE FOR FOR GG COMMUNITY NEEDS ASSESSMENT GG APPLICANTS AND PROJECT COMMITTEE MEMBERS MUST COMPLETE TRF ONLINE GRANT MANAGEMENT TRAINING
WHAT HAPPENS TO PAUL HARRIS DONATIONS? GOES TO THE ROTARY FOUNDATION ANNUAL FUND (RI) 1/2 USED BY TRF FOR PROJECTS 1/2 FROM 3 YEARS BEFORE (PLUS ENDOWMENT EARNINGS) RETURNED TO DISTRICT 5160 1/2 FOR GLOBAL GRANT MATCHES 1/2 FOR DISTRICT GRANT MATCHES Global Grant District Designated Funds (GG DDF) District Grant District Designated Funds (DG DDF)
TO BE ELIGIBLE TO APPLY FOR A GRANT AT LEAST ONE CLUB MEMBER MUST HAVE ATTENDED THIS FOUNDATION DAY JANUARY 25, 2020 SORRY, NO EXCEPTIONS
DISTRICT GRANTS LOCAL PROJECTS INTERNATIONAL PROJECTS PROJECT FAIRS GG COMMUNITY ASSESSMENTS
FUNDS FOR DISTRICT GRANTS TOTAL AVAILABLE 2020-2021 $185,679 (EST.) DDF UP TO $10,000 SINGLE CLUB DDF UP TO $15,000 TWO OR MORE CLUBS ($500 MINIMUM FROM SECOND CLUB) FOR EVERY $1.00 DDF REQUESTED, MUST BE $0.50 FROM CLUB(S)
HOW ARE DISTRICT GRANTS AWARDED? ONLINE APPLICATION FROM CLUB DRAFT SUBMISSION FINAL SUBMISSION GRANT REVIEW PANEL GRANT APPROVAL COMMITTEE TRF APPROVAL
HOW DO I APPLY FOR A DISTRICT GRANT? At rotary5160.org, click on More, then Foundation, then Grants Click on Apply for a Grant Log in to DACdb Click on District Click on District Grants icon Click on Club Grants View Click on New Club Request-Click Here to Create Grant
TIMELINE ONLINE APPLICATION OPENS FOR DRAFTING March 1, 2020 DRAFT SUBMISSION May 1-31, 2020 FEEDBACK FROM GRANT REVIEW PANEL BY EARLY JUNE FINAL SUBMISSION June 1-30, 2020 GRANT REVIEW PANEL AND GRANT APPROVAL COMMITTEE MEET July 12, 2020 TRF APPROVES BLOCK GRANT TO DISTRICT CLUBS NOTIFIED @ August-September
DISTRICT GRANT EVALUATION CRITERIA--I TRF TERMS AND CONDITIONS MET BY CLUB AT LEAST ONE CLUB MEMBER ATTENDED FOUNDATION DAY: JANUARY 25, 2020 POTENTIAL CONFLICT OF INTEREST NOTED CLUB S MOU SUBMITTED REVIEWED TRF GRANT MANAGEMENT MANUAL APPLICATION APPROVED BY CLUB
DISTRICT GRANT EVALUATION CRITERIA--II COMPLETENESS VALUE TO COMMUNITY FEASIBILITY SUSTAINABILITY COMMUNITY SUPPORT FUNDING SOURCES
PROJECT FAIRS DISTRICT GRANT FUNDS ARE AVAILABLE FOR TRAVEL TO FOREIGN PROJECT FAIRS WESTERN HEMISPHERE: $2000 ELSEWHERE: $2500 SAME ONLINE APPLICATION, SIMPLIFIED
LIST OF DISTRICT GRANTS 2018-2019 (16) 2019-2020 (20) Rotary5160.org Click on Foundation, then Stewardship
WHAT MAKES A GOOD DISTRICT GRANTAPPLICATION Walnut Creek Sunrise, 2018-2019--Red Devils Restoration Important need, for high-risk student population Creative approach to meeting need This approach builds on relationship and facilities already present Good cooperation with other community organizations-- Police Department and Police Activity League Sustainability statement persuasive Involvement of Rotarians in project implementation and fundraising
WHAT MAKES A GOOD DISTRICT GRANTAPPLICATION Alamo, 2018-2019, Choice in Aging--Alzheimers/Dementia Support Detailed statement of need Persuasive case for value of this project in meeting need Multi-club, strong evidence of inter-club collaboration Detailed list of expense items Step-by-step project plan clearly laid out Clear timeline Sustainability beyond project well thought out
TIPS Start Your Club s 2020-2021 Planning SOON! (Club Support?) Answer Application Questions Completely And Clearly Respond To All Questions About Draft From Grant Review Panel ASK FOR HELP
GLOBAL GRANTS FUNDING SOURCES CLUB(S) DISTRICT DESIGNATED FUNDS ROTARY FOUNDATION
HOW MATCHING WORKS DISTRICT MATCHES CLUB CONTRIBUTIONS FOR EVERY $1.00 FROM CLUB(S), DISTRICT MATCHES WITH $2.00 DDF = $3.00 TRF MATCHES CLUB AND DISTRICT FOR EVERY $1.00 FROM CLUB(S), TRF MATCHES WITH $.50 = $ .50 $2.OO DISTRICT S DDF, TRF MATCHES WITH $2.00 = $2.00 SO IF CLUB(S) CONTRIBUTE(S) $1.00, THAT $1.00 BECOMES $5.50
GLOBAL GRANTS CURRENTLY AVAILABLE FROM DISTRICT (DDF) $265,012 (EST.) UP TO $20,000 DDF FIRST CLUB $5,000 EACH ADDITIONAL CLUB ($500 MINIMUM) UP TO $40,000 TOTAL DDF ROLLING, FIRST-COME, FIRST-SERVED
HOW TO APPLY FOR GLOBAL GRANT-1? PRELIMINARY STEPS BE SURE YOU HAVE YOUR CLUB S SUPPORT SEEK OTHER CLUB PARTNERS BE SURE YOU HAVE ESTABLISHED HOST CLUB PARTNERSHIP READ TRF s A GUIDE TO GLOBAL GRANTS APPLICANT AND PROJECT COMMITTEE MUST HAVE COMPLETED TRF S ONLINE GRANT MANAGEMENT TRAINING COURSE
HOW TO APPLY FOR GLOBAL GRANT-2 TWO STEPS TO APPLY 1. SUBMIT GLOBAL GRANT DDF REQUEST FORM AT ROTARY5160.ORG CLICK ON FOUNDATION, THEN GRANTS, CLICK HERE FOR GLOBAL GRANT PROCESS CLICK: Global Grant Request Form Located HERE 2. APPLY TO TRF Once DDF Request Is Approved, Go To Rotary.Org: My Rotary, The Rotary Foundation, Global Grants. Follow Instructions.
GLOBAL GRANT DDF EVALUATION CRITERIA-I AT LEAST ONE CLUB MEMBER ATTENDED FOUNDATION DAY: JANUARY 25, 2020 CLUB M.O.U. SUBMITTED TO DISTRICT APPLICATION APPROVED BY CLUB S B.O.D. GLOBAL GRANT REQUEST FORM SIGNED BY INTERNATIONAL CLUB PROJECT LEAD 2019-2020 CLUB PRESIDENT 2020-2021 CLUB PRESIDENT
GLOBAL GRANT DDF EVALUATION CRITERIA-II COMPLETENESS VALUE TO COMMUNITY FEASIBILITY BROAD ROTARY SUPPORT
11 TIPS FOR SUCCESSFFUL INTERNATIONAL PROJECTS Broad support from club members Local solutions Sustainable At least one committed Rotarian from lead clubs Know rules and procedures of The Rotary Foundation Strong partnerships between lead clubs from both countries Patience, hard work , perseverance Multiple clubs See link to video on these tips at home page: Multi-year RotaryForNorthernTanzania.org Share Rotarians expertise Engage host communities
ADDITIONAL INFORMATION or QUESTIONS ---Walt Schafer District 5160 Grants Committee Chair walt5160@yahoo.com ---Rene Duddy District 5160 Grant Manager & Tech Consultant reneduddy@yahoo.com ---Sheila Hurst District 5160 International Service Committee Chair sheilahurst@mac.com
THIS PRESENTATION AVAILABLE SOON AT ROTARY5160.ORG/FOUNDATIO N
