MATCHING GRANTS&STEWARDSHIP
MATCHING GRANTS
MATCHING GRANTS Through Matching Grants, The Rotary  Foundation matches contributions raised for  international service p...
FIRST 4 STEPS A worthy project qualifying under the eligible  list as specified in the Application Form  141EN Proper Co...
PROJECT Passionate Responsive Obsessed Junoon Energetic Confident TrustworthyDistrict 3170 TRF Seminar - 4th Decemb...
FINDING PARTNERS
YOUR BEST BET     Your past partners are your best bet      to do another MG project  It is important to know your past ...
GLOBAL NETWORKING GROUPS    Rotary Fellowships are autonomous, international     groups of Rotarians, Rotarian spouses, a...
GSE TEAMS  Keep in touch with the GSE   Team Leader / member hosted   by you  Do not lose out on the outgoing   Team mem...
RI CONVENTIONS     Convention provides an      opportunity to network with      thousands of Rotarians      across the gl...
2011-12 PARTNERS  George Lewis – The WATERMAN has   been the BIGGEST SUPPORTER of Water   Projects in our District this y...
2011-12 PARTNERS  Alan Spinks  Rotary Club of Great   Yarmouth Haven, UK   D-1080  Visiting Rotarian on a   holidayDist...
2011-12 PARTNERS  PDG Leif Carlsson  Karlskrona, Sweden, D   2410  Past PartnerDistrict 3170 TRF Seminar - 4th December...
2011-12 PARTNERS  DG Mukesh Malhotra  RC Hounslow, UK, D 1140District 3170 TRF Seminar - 4th December 2011MATCHING GRANT...
2011-12 PARTNERS  Jason Piatt  RC Waynesboro, USA, D 7350  Past PartnerDistrict 3170 TRF Seminar - 4th December 2011MAT...
2011-12 PARTNERS  Antonio Amoruso  RC Krotone, D 3170  Past PartnerDistrict 3170 TRF Seminar - 4th December 2011MATCHIN...
2011-12 PARTNERS  Vittal Bhakta  RC   Leominster, USA,   D 7910District 3170 TRF Seminar - 4th December 2011MATCHING GRA...
2011-12 PARTNERS  DGN Gwenn Ramage  RC   Westhampton, USA   D-7260  Past PartnerDistrict 3170 TRF Seminar - 4th Decembe...
2011-12 PARTNERS  DGN Shirley Grace  RC Fresno, USA, D 5230  Past PartnerDistrict 3170 TRF Seminar - 4th December 2011M...
2011-12 PARTNERS  PDG Geri Appel  RC Wichita, USA,  DRFC - D 5690District 3170 TRF Seminar - 4th December 2011MATCHING ...
2011-12 PARTNERS  District 5890, USA  District 7930, USA  District 7640, USA  District 2290, Norway   These are locati...
PROJECT PLANNING &IMPLEMENTATION
KEYS TO SUCCESS Project meets real needs of  receiving community Rotarian, club, district, and  community support (host ...
EFFECTIVE COMMUNICATION Know   project partners Anticipate cultural misunderstandings Discuss problems openly and freel...
EFFECTIVE PARTNERSHIP Clearlydefined responsibilities Detailed plan of action Clear and open lines of communication Kn...
PROJECT COMMITTEE Oversees  and implements project Reports to board of sponsoring clubs Comprised of at least three mem...
COMMITTEE MEMBERS Committed Experts Accessible Respected Responsive Multi-lingual Net-savvyDistrict 3170 TRF Semina...
FUNDRAISING
APPROPRIATE FUNDRAISING Expectations:  Service Above Self  Beneficiaries should not   contribute funds to receive   assi...
APPROPRIATE FUNDRAISINGExpectations (continued): Funds should be used for intended purpose. Paul Harris Fellow recogniti...
DDF DDF is a better way to leverage TRF funding 2011-12 DDF has been distributed as per  SHARE of 2008-09 to ALL CLUBS t...
SPENDING TRF FUNDS
APPROPRIATE USE OF TRF FUNDS Humanitarian projects Rotarian participation in projects Development of Rotary networks S...
ELIGIBILITY GUIDELINESGrant funds must not be used for: Construction/renovation Purchase of land or buildings Salaries...
ELIGIBILITY GUIDELINESGrant funds must not be used for: Establishment of foundation or trust Personal benefit Duplicati...
ACCOUNTING
FINANCIAL RECORDS Demonstrates that funds were used  effectively and efficiently Meets the conditions of the grant award...
ACCOUNTS   Separate Bank account should be    established for each grant   Payments should be made by cheques    only. N...
REPORTING
REPORTING  Celebrates successes  Communicates accomplishments to   TRF  Demonstrates good use of funds  Provides trans...
REPORTING DEADLINES Progress reports are due at least every  twelve months for the life of the project Final report is d...
REPORT CONTENT Project accomplishments Rotarian involvement Information on the beneficiary Statement of income and exp...
STEWARDSHIP
WHAT IS STEWARDSHIP ? Treating TRF funds as a sacred trust Competent and thorough supervision of the  project Standard ...
STEWARDSHIP Financial review of projects independently  and annually Timely and complete reporting (usually 31st  May or...
STEWARDSHIP The trustees rely on the integrity of the  clubs and Rotarians engaged in project  implementation to ensure t...
STEWARDSHIP As stewards of The Rotary Foundation, the  trustees are responsible to the donors to  demonstrate that donati...
ROLE OF DISTRICT LEADERSHIP   Facilitate and encourage Rotarians to fulfill:     Stewardship  responsibilities     Repo...
3170 REPORTING STATUS   District 3170 was 47% up-to-date (16/34)    with reporting requirements for grants    sponsored b...
TARGET 100% UP-TO-DATE As on today 4th December we have reached  97% up-to-date status. All efforts are being put to get...
THINK OF THE FUTURE
WHY FUTURE VISION?   Preparing for The Rotary Foundation    centennial   Immense growth   Relevance in philanthropic wo...
AREAS OF FOCUS     Peace and conflict prevention/resolution     Disease prevention and treatment     Water and sanitation ...
WHAT WILL HAPPEN ?   Long-term projects   Larger grant awards   Sustainable outcomes   Alignment with areas of focus  ...
ARE WE READY ?      We need to incorporate elements of       sustainability and measurability into project       design, ...
19 MONTHS STILL TO GO…   Prepare   Refine   Adapt   Know   Ask   Share   HopeDistrict 3170 TRF Seminar - 4th Decemb...
IF YOUR CLUB RAISES   $20,000 FOR APF NOW EXPECT $40,000 BACK FORTHE COMMUNITY IN 2014-15
THANK YOU
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Matching Grants & Stewardship

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Presentation for District 3170 - TRF Seminar - 4th December 2011

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Matching Grants & Stewardship

  1. 1. MATCHING GRANTS&STEWARDSHIP
  2. 2. MATCHING GRANTS
  3. 3. MATCHING GRANTS Through Matching Grants, The Rotary Foundation matches contributions raised for international service projects by Rotary clubs and districts in two or more countries. The Foundation provides a 1:1 match for (DDF)/SHARE contributions and a 0.5:1 match for cash contribution. Grant awards range from $5,000 to $200,000. (Competitive above $25000)District 3170 TRF Seminar - 4th December 2011MATCHING GRANTS & STEWARDSHIP – DGSC PRAKASH SARASWAT
  4. 4. FIRST 4 STEPS A worthy project qualifying under the eligible list as specified in the Application Form 141EN Proper Community Need assessment and planning AN INTERNATIONAL PARTNER Submission of the duly completed Application to TRFDistrict 3170 TRF Seminar - 4th December 2011MATCHING GRANTS & STEWARDSHIP – DGSC PRAKASH SARASWAT
  5. 5. PROJECT Passionate Responsive Obsessed Junoon Energetic Confident TrustworthyDistrict 3170 TRF Seminar - 4th December 2011MATCHING GRANTS & STEWARDSHIP – DGSC PRAKASH SARASWAT
  6. 6. FINDING PARTNERS
  7. 7. YOUR BEST BET  Your past partners are your best bet to do another MG project  It is important to know your past partners and maintain communication with the Primary Contact and Current leadership even if you are not planning a project in the near future  Fellowship is the first step to Service ! thDistrict 3170 TRF Seminar - 4 December 2011MATCHING GRANTS & STEWARDSHIP – DGSC PRAKASH SARASWAT
  8. 8. GLOBAL NETWORKING GROUPS  Rotary Fellowships are autonomous, international groups of Rotarians, Rotarian spouses, and Rotaractors who join together to:  Share a common interest in worthwhile recreational activities (sports, hobbies, etc.)  Further their vocational development through acquaintance with others of the same profession  Make new friends around the world  Explore new opportunities for service  Have fun and enhance their Rotary experienceDistrict 3170 TRF Seminar - 4th December 2011MATCHING GRANTS & STEWARDSHIP – DGSC PRAKASH SARASWAT
  9. 9. GSE TEAMS  Keep in touch with the GSE Team Leader / member hosted by you  Do not lose out on the outgoing Team members, get them into Rotary if they not yet joined  Keep the Friendship going… projects will automatically comeDistrict 3170 TRF Seminar - 4th December 2011MATCHING GRANTS & STEWARDSHIP – DGSC PRAKASH SARASWAT
  10. 10. RI CONVENTIONS  Convention provides an opportunity to network with thousands of Rotarians across the globe  Plan your Convention trip with ample time for Networking  Join Global Networking groups now.. To enjoy IC12 more… thDistrict 3170 TRF Seminar - 4 December 2011MATCHING GRANTS & STEWARDSHIP – DGSC PRAKASH SARASWAT
  11. 11. 2011-12 PARTNERS  George Lewis – The WATERMAN has been the BIGGEST SUPPORTER of Water Projects in our District this year.  Rotary Club of Florence, D5110  Past PartnerDistrict 3170 TRF Seminar - 4th December 2011MATCHING GRANTS & STEWARDSHIP – DGSC PRAKASH SARASWAT
  12. 12. 2011-12 PARTNERS  Alan Spinks  Rotary Club of Great Yarmouth Haven, UK D-1080  Visiting Rotarian on a holidayDistrict 3170 TRF Seminar - 4th December 2011MATCHING GRANTS & STEWARDSHIP – DGSC PRAKASH SARASWAT
  13. 13. 2011-12 PARTNERS  PDG Leif Carlsson  Karlskrona, Sweden, D 2410  Past PartnerDistrict 3170 TRF Seminar - 4th December 2011MATCHING GRANTS & STEWARDSHIP – DGSC PRAKASH SARASWAT
  14. 14. 2011-12 PARTNERS  DG Mukesh Malhotra  RC Hounslow, UK, D 1140District 3170 TRF Seminar - 4th December 2011MATCHING GRANTS & STEWARDSHIP – DGSC PRAKASH SARASWAT
  15. 15. 2011-12 PARTNERS  Jason Piatt  RC Waynesboro, USA, D 7350  Past PartnerDistrict 3170 TRF Seminar - 4th December 2011MATCHING GRANTS & STEWARDSHIP – DGSC PRAKASH SARASWAT
  16. 16. 2011-12 PARTNERS  Antonio Amoruso  RC Krotone, D 3170  Past PartnerDistrict 3170 TRF Seminar - 4th December 2011MATCHING GRANTS & STEWARDSHIP – DGSC PRAKASH SARASWAT
  17. 17. 2011-12 PARTNERS  Vittal Bhakta  RC Leominster, USA, D 7910District 3170 TRF Seminar - 4th December 2011MATCHING GRANTS & STEWARDSHIP – DGSC PRAKASH SARASWAT
  18. 18. 2011-12 PARTNERS  DGN Gwenn Ramage  RC Westhampton, USA D-7260  Past PartnerDistrict 3170 TRF Seminar - 4th December 2011MATCHING GRANTS & STEWARDSHIP – DGSC PRAKASH SARASWAT
  19. 19. 2011-12 PARTNERS  DGN Shirley Grace  RC Fresno, USA, D 5230  Past PartnerDistrict 3170 TRF Seminar - 4th December 2011MATCHING GRANTS & STEWARDSHIP – DGSC PRAKASH SARASWAT
  20. 20. 2011-12 PARTNERS  PDG Geri Appel  RC Wichita, USA,  DRFC - D 5690District 3170 TRF Seminar - 4th December 2011MATCHING GRANTS & STEWARDSHIP – DGSC PRAKASH SARASWAT
  21. 21. 2011-12 PARTNERS  District 5890, USA  District 7930, USA  District 7640, USA  District 2290, Norway These are locations where our District E-Club members have promoted our projects and awaiting qualified projects.District 3170 TRF Seminar - 4th December 2011MATCHING GRANTS & STEWARDSHIP – DGSC PRAKASH SARASWAT
  22. 22. PROJECT PLANNING &IMPLEMENTATION
  23. 23. KEYS TO SUCCESS Project meets real needs of receiving community Rotarian, club, district, and community support (host and international) Proper fiscal oversight Strong partnerships Project plan with goals and anticipated outcomesDistrict 3170 TRF Seminar - 4th December 2011MATCHING GRANTS & STEWARDSHIP – DGSC PRAKASH SARASWAT
  24. 24. EFFECTIVE COMMUNICATION Know project partners Anticipate cultural misunderstandings Discuss problems openly and freely Communicate in a timely manner Practice patience and good humorDistrict 3170 TRF Seminar - 4th December 2011MATCHING GRANTS & STEWARDSHIP – DGSC PRAKASH SARASWAT
  25. 25. EFFECTIVE PARTNERSHIP Clearlydefined responsibilities Detailed plan of action Clear and open lines of communication Knowledgeable and motivated partners Mutual respectDistrict 3170 TRF Seminar - 4th December 2011MATCHING GRANTS & STEWARDSHIP – DGSC PRAKASH SARASWAT
  26. 26. PROJECT COMMITTEE Oversees and implements project Reports to board of sponsoring clubs Comprised of at least three members President may be part of the 3, but not mandatoryDistrict 3170 TRF Seminar - 4th December 2011MATCHING GRANTS & STEWARDSHIP – DGSC PRAKASH SARASWAT
  27. 27. COMMITTEE MEMBERS Committed Experts Accessible Respected Responsive Multi-lingual Net-savvyDistrict 3170 TRF Seminar - 4th December 2011MATCHING GRANTS & STEWARDSHIP – DGSC PRAKASH SARASWAT
  28. 28. FUNDRAISING
  29. 29. APPROPRIATE FUNDRAISING Expectations:  Service Above Self  Beneficiaries should not contribute funds to receive assistance.  Club must keep accurate, detailed records of donations.District 3170 TRF Seminar - 4th December 2011MATCHING GRANTS & STEWARDSHIP – DGSC PRAKASH SARASWAT
  30. 30. APPROPRIATE FUNDRAISINGExpectations (continued): Funds should be used for intended purpose. Paul Harris Fellow recognition should be obtained only by:  contributing US$1,000 to TRF  receiving the voluntary recognition of another entity’s US$1,000 contributionDistrict 3170 TRF Seminar - 4th December 2011MATCHING GRANTS & STEWARDSHIP – DGSC PRAKASH SARASWAT
  31. 31. DDF DDF is a better way to leverage TRF funding 2011-12 DDF has been distributed as per SHARE of 2008-09 to ALL CLUBS that asked for DDF for their projects Every Club even without past giving has been allocated $500 ~ $1000 The last DDF request that could get an allocation came on 28th NovemberDistrict 3170 TRF Seminar - 4th December 2011MATCHING GRANTS & STEWARDSHIP – DGSC PRAKASH SARASWAT
  32. 32. SPENDING TRF FUNDS
  33. 33. APPROPRIATE USE OF TRF FUNDS Humanitarian projects Rotarian participation in projects Development of Rotary networks Spend consistently with TRF guidelines and approved application Vigilant oversightDistrict 3170 TRF Seminar - 4th December 2011MATCHING GRANTS & STEWARDSHIP – DGSC PRAKASH SARASWAT
  34. 34. ELIGIBILITY GUIDELINESGrant funds must not be used for: Construction/renovation Purchase of land or buildings Salaries Cooperating organization expenses Post-secondary education International travel (except Volunteer Service and 3-H Grants)District 3170 TRF Seminar - 4th December 2011MATCHING GRANTS & STEWARDSHIP – DGSC PRAKASH SARASWAT
  35. 35. ELIGIBILITY GUIDELINESGrant funds must not be used for: Establishment of foundation or trust Personal benefit Duplication of TRF or Rotary program Reimbursement of existing project Excessive support of beneficiary Inauguration parties or meetingsDistrict 3170 TRF Seminar - 4th December 2011MATCHING GRANTS & STEWARDSHIP – DGSC PRAKASH SARASWAT
  36. 36. ACCOUNTING
  37. 37. FINANCIAL RECORDS Demonstrates that funds were used effectively and efficiently Meets the conditions of the grant award Meets all legal requirements Embodies trust and opens the door for future projectsDistrict 3170 TRF Seminar - 4th December 2011MATCHING GRANTS & STEWARDSHIP – DGSC PRAKASH SARASWAT
  38. 38. ACCOUNTS  Separate Bank account should be established for each grant  Payments should be made by cheques only. No cash payments permitted.  Project account name should be such that it is easily identifiable with the club and projectDistrict 3170 TRF Seminar - 4th December 2011MATCHING GRANTS & STEWARDSHIP – DGSC PRAKASH SARASWAT
  39. 39. REPORTING
  40. 40. REPORTING  Celebrates successes  Communicates accomplishments to TRF  Demonstrates good use of funds  Provides transparency  Meets government requirements  Offers lessons learnedDistrict 3170 TRF Seminar - 4th December 2011MATCHING GRANTS & STEWARDSHIP – DGSC PRAKASH SARASWAT
  41. 41. REPORTING DEADLINES Progress reports are due at least every twelve months for the life of the project Final report is due within two months of the project’s completion Typically reports as on 31st March to be sent before 31st May each yearDistrict 3170 TRF Seminar - 4th December 2011MATCHING GRANTS & STEWARDSHIP – DGSC PRAKASH SARASWAT
  42. 42. REPORT CONTENT Project accomplishments Rotarian involvement Information on the beneficiary Statement of income and expenses Bank statementDistrict 3170 TRF Seminar - 4th December 2011MATCHING GRANTS & STEWARDSHIP – DGSC PRAKASH SARASWAT
  43. 43. STEWARDSHIP
  44. 44. WHAT IS STEWARDSHIP ? Treating TRF funds as a sacred trust Competent and thorough supervision of the project Standard business practice Reporting irregularity to TRF Implementing projects as approvedDistrict 3170 TRF Seminar - 4th December 2011MATCHING GRANTS & STEWARDSHIP – DGSC PRAKASH SARASWAT
  45. 45. STEWARDSHIP Financial review of projects independently and annually Timely and complete reporting (usually 31st May or 2 months of project completion) 4-Way Test is your guide when confused Ethical standards as in the Declaration of Rotarians in Businesses and ProfessionsDistrict 3170 TRF Seminar - 4th December 2011MATCHING GRANTS & STEWARDSHIP – DGSC PRAKASH SARASWAT
  46. 46. STEWARDSHIP The trustees rely on the integrity of the clubs and Rotarians engaged in project implementation to ensure that funds are used effectively for the purpose for which they were given. An essential component of stewardship is the preparation and submission of timely and accurate grant reports.District 3170 TRF Seminar - 4th December 2011MATCHING GRANTS & STEWARDSHIP – DGSC PRAKASH SARASWAT
  47. 47. STEWARDSHIP As stewards of The Rotary Foundation, the trustees are responsible to the donors to demonstrate that donations were used appropriately. A donor who understands that funds were used in an appropriate and responsible manner is more likely to give to the Foundation again to support projects.District 3170 TRF Seminar - 4th December 2011MATCHING GRANTS & STEWARDSHIP – DGSC PRAKASH SARASWAT
  48. 48. ROLE OF DISTRICT LEADERSHIP Facilitate and encourage Rotarians to fulfill:  Stewardship responsibilities  Reporting responsibilities  Partnership obligations  Legal obligations to TRF and local Government Report misuse and suspected misuse of funds to TRF Prevent inappropriate use of fundsDistrict 3170 TRF Seminar - 4th December 2011MATCHING GRANTS & STEWARDSHIP – DGSC PRAKASH SARASWAT
  49. 49. 3170 REPORTING STATUS District 3170 was 47% up-to-date (16/34) with reporting requirements for grants sponsored by the district and its clubs as of the July 2011 analysis. District 3170 was 88% up-to-date (28/32) with reporting requirements for grants sponsored by the district and its clubs as of the October 2011 analysis.District 3170 TRF Seminar - 4th December 2011MATCHING GRANTS & STEWARDSHIP – DGSC PRAKASH SARASWAT
  50. 50. TARGET 100% UP-TO-DATE As on today 4th December we have reached 97% up-to-date status. All efforts are being put to get us 100% up-to- date by 31st December 2011. This is due to the support from both Past DGSC’s Rtn. S.N. Agrawal (2009-10) and Rtn. Durgesh Haritay (2010-11) that we have come so close to the 100%District 3170 TRF Seminar - 4th December 2011MATCHING GRANTS & STEWARDSHIP – DGSC PRAKASH SARASWAT
  51. 51. THINK OF THE FUTURE
  52. 52. WHY FUTURE VISION?  Preparing for The Rotary Foundation centennial  Immense growth  Relevance in philanthropic world  Evolving organization  Rotarian feedback  Sustainability, significance, simplificatio nDistrict 3170 TRF Seminar - 4th December 2011MATCHING GRANTS & STEWARDSHIP – DGSC PRAKASH SARASWAT
  53. 53. AREAS OF FOCUS Peace and conflict prevention/resolution Disease prevention and treatment Water and sanitation Maternal and child health Basic education and literacy Economic and community developmentDistrict 3170 TRF Seminar - 4th December 2011MATCHING GRANTS & STEWARDSHIP – DGSC PRAKASH SARASWAT
  54. 54. WHAT WILL HAPPEN ?  Long-term projects  Larger grant awards  Sustainable outcomes  Alignment with areas of focus  World Fund match  Two options: club- and district-developed and packagedDistrict 3170 TRF Seminar - 4th December 2011MATCHING GRANTS & STEWARDSHIP – DGSC PRAKASH SARASWAT
  55. 55. ARE WE READY ?  We need to incorporate elements of sustainability and measurability into project design, align projects with the areas of focus, and look for opportunities for clubs to work together on larger grants with a minimum US$30,000 ~ US$45,000 project budget.  Less than10% of the Clubs of our District could win the confidence of Partners for doing BIG projects. thDistrict 3170 TRF Seminar - 4 December 2011MATCHING GRANTS & STEWARDSHIP – DGSC PRAKASH SARASWAT
  56. 56. 19 MONTHS STILL TO GO…  Prepare  Refine  Adapt  Know  Ask  Share  HopeDistrict 3170 TRF Seminar - 4th December 2011MATCHING GRANTS & STEWARDSHIP – DGSC PRAKASH SARASWAT
  57. 57. IF YOUR CLUB RAISES $20,000 FOR APF NOW EXPECT $40,000 BACK FORTHE COMMUNITY IN 2014-15
  58. 58. THANK YOU

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