District 5810 Grant Qualification

2014 - 2015John D. Moser

District Grant ChairThe Rotary Club of Frisco

The Rotary Foundation

We are responsible leadersResponsible leadership means being both efficient and trustworthy with our donations. We’re committed to making the most out of every dollar we receive — that’s why we use nearly 90% of our funding for program expenses in an industry where the average is only 65%.

The Rotary Foundation

This commitment has earned us some of the highest ratings among the charity evaluators:

Charity Navigator (4 stars)

American Institute of Philanthropy (A+)

BBB Wise Giving Alliance (meets standards)

The Rotary Foundation

• What we do with our donations– Each year, gifts to the Rotary Foundation fund thousands

of projects around the globe. Here are a few examples from 2011–12:

– $102.8 million spent on fighting polio in areas including India, which is now polio-free

– $2 million raised by Korean Rotary members to build a maternal and child health complex in Tanzania, serving an area of more than a million people

– $40,000 spent to provide safe drinking water, sanitation and facilities, and training in India

The Rotary Foundation

District Grants• Clubs may support a broad range of activities with their district grant

funds. Examples of potential district-grant activities include: • Local or international service projects as well as service travel or disaster

recovery efforts • Vocational training teams:

– No partnership or international requirements – No restrictions on team size or length of training – Teams travel to either conduct or receive training

• Scholarships: – No restrictions on the level (secondary, university, or graduate),

length, location (local or international), or area of study – No restrictions on the dollar amount for the scholarships

District Grants

• Examples of District Grant Projects…• back packs/back to school projects, • a new refrigerator for a food pantry, • computers and library improvements at poorly funded schools, • a new (used) forklift for a large Books for the World project,• improvements to local parks, • literacy supplies for prison release programs, • high school and college scholarships, • support for a medical equipment repair school in Haiti.

Additionally, several clubs have joined to make a larger, sometimes international project - which avoids the paperwork, size and sustainability requirements of a Global Grant.

District Grants

• Attendance at a District Conducted Qualification Session if mandatory for Club Qualification

• To be eligible for a District Grant in 2014/2015, a Club must closed all previous year Grants.

• Clubs must be up-to-date on RI and District Dues as well as the IRS 990.

• Per Capita contributions to The Rotary Foundation will be considered in the award of Grant funds.

District Grants

• Important for 2014-2015 Qualifications• Club – Memorandum of Understanding• Club Management - Qualification

– Due Dates– Funding– Archives– Forms (Available on the District Web Site)

• Club MOU• Grant Request Form• Final Report

District Grants

• Club Memorandum of Understanding (MOU) Annual Agreement– Mandatory to obtain Grant– Outlines

• Leadership Responsibilities• Financial Management• Document Retention• Report on Use of Grant Funds• Authorization & Agreement

• MOU must be renewed annually

District Grants

• Leadership Responsibilities– Planning

• Current Club Management must work closely with incoming President and President-Elect to plan Grant activity for 2014/2015.

• Partner with other Clubs and/or organizations to increase the scope of your project.

District Grants

• Leadership Responsibilities– Qualification

• Club must have at least one person attend a District Conducted Qualification Session to qualify the Club to obtain Grant(s). (Did you sign in???)

• Qualification is obtained only via District training.• Clubs must requalify annually.• Clubs must be qualified annually by attending a

District Qualification session.

District Grants

• Due Dates– Requests for District Grants are due by the second

Tuesday in June because... – Our District must submit a spending plan to RI for

approval (July 1).– Grant acknowledgement will occur in mid-July– Final Report due immediately upon completion of

Grant activities.

• More About Due Dates…– District Grant projects must be completed in the

Rotary year for which it is approved.– All receipts must be dated in the current RI year. – Final reports must be received by the district

before May 1. (Must include a signed final grant form, receipts and pictures)

District Grants

District Grants• Funding

– Funds available in 2014- 2015 = $76,967• Minimum Grant Request is $1,000• Maximum Grant Request is $4,000• One Grant Request per Club (unless…)

– Clubs are urged to work together or with outside sources to fund Grants.

– Club Per Capita contributions are a part of the funding decision.

– Grant Funds awarded to Club upon submission of the Grant’s Final Report.

District Grants

• Funding RI Year Dist. TTL Grants– 2014/2015 $153,934 $76,967– 2015/2016 $180,638 $90,319– 2016/2017 (so far) $ 70,904 $35,452

District Grants

• Archives– Clubs must archive all Grant documentation for a

minimum of five (5) years• Include documents• Emails• Receipts• Bank Records• Pictures

District Grants

– Forms • Club MOU• Grant Request Form• Final Report• All forms are available from the District

5810 web site (www.rotary5810.org)

District Grants

• Report on Use of Grant Funds– Clubs must report abuse or misuse of Grant Funds

to the District Foundation Chair or District Governor.

District Grants

• Authorization & Agreement– Memorandum of Understanding signed by

» 2014/2015 Club President » 2014/2015 Club President-Elect

– MOU is valid only from July 1, 2014 through June 30, 2015.

District Grants

• Proposed Grant Fund Allocation– 2014-2015 Grant Funds Available: $76,967.03– 2012-2013 District Per Capita Funds: $128.75

• Clubs whose Per Capita average > $128.75 go into group A.

• Clubs whose Per Capita Average < $128.75 go into group B.

• Group A clubs eligible for 75% of Grant Funds• Group B clubs eligible for remaining 25%.

District Grants• District Foundation Organization

– District 5810 Foundation Chair: Glen Rowe• District 5810 Grants Committee (2013-2014)

– Chair: John Moser– Owen Devlin– Happy Franklin– Sanjeev Khanna– Erin Mudie– Tom Franklin

• District 5810 Grants Committee (2014-2015) – Chair: Owen Devlin

– If you would like to help with Global or District Grants, please contact Glen Rowe, John Moser or Owen Devlin