Rotary Foundation Grants Mark Harbison RI Foundation Vice

Rotary Foundation Grants Mark Harbison, RI Foundation Vice Chair markaharbison@gmail. com District Foundation Seminar 2017 -2018

WHY ARE WE HERE? THE NEW NONPROFIT MODEL § The social sector is exploding—up 57% in 10 years § The emerging “for benefit” sector is redefining the nonprofit model § A clear focus, accountability, and proven impact are the new gold standard § Stand-out nonprofits blend social missions with business practices

ENTERPRISING MINDS CONNECTING FOR GOOD—OUR STRENGTHS § Multidisciplinary perspective allows us to see challenges in ways others can’t § The ability to apply best-in business thinking to social issues. § The passion and perseverance necessary for lasting change. § The collective impact of our global community — 1. 2 million members and 35, 000+ Clubs

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2016 -17 GRANT STATISTICS—FOLLOW THE MONEY. . District grants Approved World Fund Total Funding 494 N/A $27, 084, 971 Global 1, 260 $35, 151, 566 $84, 470, 988 Global Area of focus Number grants. Grant type Number of grants Global Grant 972 Basic Education 174 Scholar/VTT 1 Disease Prevention 426 Global Grant/VTT 52 Economic/Communi 191 ty Global Grant/Scholar 197 Maternal and Child 89 VTT/Scholar Peace and Conflict 81 38 WASH 299

GLOBAL GRANT APPROVALS – A COMPARISON 1400 1200 800 2013 -2014 600 2014 -2015 -2016 -2017 400 200 Month Fe ne Ju ay M ril Ap ch ar M br ua ry ry nu a Ja be r ec D ov N em be r em ob er ct m pt e Se O be r t gu s Au ly 0 Ju Number of Global Grants 1000

BEST-IN-BUSINESS PRACTICES--STEWARDSHIP Stewardship—best-in-business management and oversight of grant funds, including: § § § Standard business practices Rotarian supervision Financial records review Oversight of grant funds Reporting of irregularities Timely submission of reports

DISTRICT 5000 CLUB QUALIFICATION REQUIREMENTS § At least 2 members attend Grants Qualification Seminar or online training § President for 2018 -19 and President Elect—Proxy may attend seminar § President and President Elect Complete Club Qualification Documents § Provide most recent Federal and State tax returns § Provide proof of dedicated District Grant account § Must be current with all Rotary Foundation and District 5000 grant reporting

CLUB QUALIFICATION DOCUMENTS § Rotary Foundation Club Memorandum of Understanding (MOU)—Global Grants § District 5000 Addendum to the Club MOU— extends MOU requirements to District Grants § District 5000 Club Financial Management Plan—meets Foundation MOU and District 5000 requirements

THE ROTARY FOUNDATION MEMORANDUM OF UNDERSTANDING (MOU) Club Qualification for Global Grants § Club Officers Responsibilities § Financial Management Plan § Dedicated Bank Account Requirements § Report on Use of Grant Funds § Document Retention § Reporting Misuse of Grant Funds

THE DISTRICT 5000 ADDENDUM TO THE FOUNDATION MOU Club Qualification for District Grants § Extends Foundation MOU requirements to District Grants § Adopts the District 5000 Financial Management Plan § Simplifies Bank Account Requirements—One Club District Grant Account—Global Grants require account for each Grant.

THE DISTRICT 5000 FINANCIAL PLAN District Grant Bank Account: § To support District Grant projects, the Club will maintain a dedicated bank account (“District Grants Account”). § Any District Grants funds received will be immediately deposited into the District Grants Account and disbursed only to fund approved District Grants. § For District Grant projects in which the Club is contributing cash to the project, the Club will transfer the contributed cash to the District Grant account and subsequently pay project-related expenses from the District Grants account.

THE DISTRICT 5000 FINANCIAL PLAN—Bank Accounts Naming Club Grants Accounts § The Rotary Club of _____TRF District Grants Account § The Rotary Club of __________TRF Global Grant #_______ Account § The Rotary Club of _____TRF Global Grant VTT#_______ Account § The Rotary Club of _____ TRF Global Scholar Grant #_______ Account

THE DISTRICT 5000 FINANCIAL PLAN—Document Retention § Establish & maintain recordkeeping system to preserve important documents - both physically & electronically § Documents must include: § Bank information, statements, canceled checks, check register § Copy of signed Club MOU, MOU Addendum, and Financial Management Plan § District and Global Grant Applications and Final Reports with invoices, receipts, and canceled checks § Electronic Inventory of physical assets § Documents must be kept for 7 years or longer

THE DISTRICT 5000 FINANCIAL PLAN—Document Retention • Audits • A minimum of 15% of club district grants for the previous year will be audited by September 1 of the current year. • All Global Grants in which D 5000 or one of its clubs is the host partner will be audited. • Failure to respond to auditors will result in loss of grant privileges for current year.

Click Links to the District Foundation Seminar. Links to the Documents you need.

THE ROTARY FOUNDATION SHARE SYSTEM Annual Fund Contribution s Endowment Fund Polio. Plus Fund Con trib utio ns ble a d n Spe nings Ear SHARE System World Fund 50% DDF 50% Rotary Grants and Activities: Doing Good in the World

THE ROTARY FOUNDATION SHARE PROCESS

ROTARY GRANTS • Global grants • District grants

GLOBAL GRANTS VS. DISTRICT GRANTS Global grant District grant Cost $30, 000 min. No max. or min. Funding World Fund, DDF, cash Application Online Managed by district Area of focus No area of focus requirement Project aligns with area(s) of focus Partnership Host and international partnership No partnership required Sustainabili Required ty Not required Measurabili Required ty Not required Scholarshi ps No study level requirement Graduate and postgraduate

DISTRICT GRANTS • Small-scale, short-term • Local or international activities • Aligned with the Foundation’s mission—no Areas of Focus requirement • Single grant awarded annually to District 5000 • 50% of DDF allocated to District Grants in District 5000 • Allocation to Clubs based on average of most recent 3 years of Club Foundation giving

GLOBAL GRANTS • • Large, long-term projects Sustainable, measurable outcomes Must align with areas of focus International partnership $30, 000 minimum budget World Fund match Administered by Rotary Foundation Online application and Reporting

APPLY FOR A GRANT

GENERAL RESOURCES

RESOURCES FOR FINDING PROJECTS AND PARTNERS • • Rotarian Action Groups Rotary Ideas Rotary Discussion Groups Rotary Fellowships Project Fairs PETS International Conventions Avenues of Service Committees

PROJECT ENHANCEMENT PROGRAM Assists Rotarians in creating more sustainable, higher-quality global grants by • Improving project design and implementation • Strengthening mobilization efforts • Leveraging local Rotarian expertise in global grants • Creating and strengthening Rotarianled coalitions

SUSTAINABILITY Sustainability means different things to different organizations. For Rotary, sustainability means providing long-term solutions to community needs that the beneficiaries can maintain after grant funding ends. § Start with the COMMUNITY § Encourage LOCAL OWNERSHIP § Provide TRAINING § Buy LOCAL § Find LOCAL FINANCING § Measure SUCCESS

NUTS AND BOLTS Don’t fill these in

TELL US ABOUT YOUR PROJECT

ITEMIZE YOUR BUDGET: HILO BUYS AN ATR FOR THE LIFEGUARDS

HILO BAY BUYS ATR FOR LIFEGUARDS All DDF and Matching should be entered on Line 1 Total Project Financing must equal Budget

NOW ALL THE NUMBERS ARE THERE

Updates

SCHOLARSHIPS DEADLINE • 30 June deadline for scholars beginning their studies in August, September or October • 90 days in advance for everyone else

CONSTRUCTING LOW COST SHELTERS AND SIMPLE SCHOOLS • Three year pilot began 1 January • Clubs and districts may use global grants to build low-cost shelters and simple schools • Construction must be a part of a comprehensive project related to an area of focus • Guidelines and application appendixes available on My Rotary

Other Rotary Foundation Trustee Updates § Approved a 2 -year strategic partnership pilot project with the Institute for Economics and Peace—Steve Killelea § Approved a 1 -year strategic partnership pilot with the International Agency for the Prevention of Blindness (IAPB)—the Rotary Action Group for Blindness Prevention § Authorized the General Secretary to develop a service partnership with Habitat for Humanity International to assist in the design and implementation of Global Grants supporting lowcost shelters