Review the process for planning a grant, applying for a grant and implementing a grant.
Mandatory attendance if your club has submitted a District Grant application or plans on submitting a Global Grant application for the 2016-2017 Rotary year.
Credit risk refers to the risk of a counterparty defaulting on their obligations. It is defined as the possibility that a borrower may fail to meet their obligations in accordance with the agreed terms. There are several components of credit risk, including the amount of the loan, quality of the loan, default risk, exposure risk, and recovery risk. Credit risk management is important for banks due to new financial transactions, decreasing government support, and regulatory capital requirements. Banks traditionally evaluated credit risk using the 5 C's of credit analysis and now also utilize internal credit rating systems.
Watch full video on YouTube -
https://youtu.be/f3VgVOgAUoE
Credit management is the process of granting credit , setting the term its granted on, recovering this credit when its due and ensuring compliance with company credit policy.
The difference in the rate of interest that a bank charges on the amount lent and the rate it pays to the depositors is technically called spread or interest rate spread.
This spread bank has to use to meet all its overheads and interest on deposit but also provide for NPA.
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1. The document discusses various strategies for fundraising in the voluntary sector, including direct marketing techniques like direct mailers, telemarketing, face-to-face solicitation, and online solicitation.
2. It also covers corporate giving in India, highlighting major corporate foundations and causes they support in areas like microfinance, education, health, and community development.
3. Successful high visibility fundraising events in India are also summarized, like the Standard Chartered Mumbai Marathon and CRY Telethon, which have raised millions of dollars.
Partnerships: Rotary’s Opportunity to Enhance and Diversify Resources and Imp...Rotary International
Partnering with other organizations, from community
groups to government agencies, strengthens us and increases
our ability to serve. Learn about Rotary’s four categories of partners: strategic, resource (corporate and Foundation
funding), service, and project, as well as important updates
for each partnership type.
Every Rotarian is an ambassador of Rotary's values and mission. However, the Rotary clubs must continue strengthen Rotary's public image as world's largest voluntary service organisation committed to peace and better understanding in the world through humanitarian service projects. This requires telling your story and sharing it with the community and other stakeholders on regular basis using various communication tools, like website, club bulletin, etc. At the same time the story must be shared with the media, to win better understanding as well as engage them to reach out to the needy. For further information or clarification, you can contact seejaysingh@gmail.com
The document provides information on the roles and responsibilities of district committee chairs in Rotary. It outlines that chairs should understand their role in supporting clubs and work with the district team. They are responsible for promoting district goals, strengthening clubs, and sharing information. Chairs are part of the district leadership team and should collaborate with other members to develop and implement goals for the year.
Rotaract is a Rotary-sponsored club for young adults aged 18 to 30 that focuses on leadership development, professional development, and community service projects. The first Rotaract club was founded in 1968 at the University of North Carolina. There are now over 7,088 Rotaract clubs in over 150 countries worldwide. Rotaract clubs participate in community service projects to improve lives locally and internationally. They also engage in professional development activities and leadership training to prepare members for careers and community leadership roles.
This document provides information about non-banking financial companies (NBFCs) in India. It defines NBFCs as non-banking institutions that conduct lending, acquisition, and leasing activities but do not accept demand deposits. NBFCs are divided into categories including asset finance companies, investment companies, and loan companies. Key differences between NBFCs and banks are that NBFCs cannot accept demand deposits or issue checks. The Reserve Bank of India regulates NBFCs and places restrictions on their acceptance of public deposits.
Credit risk refers to the risk of a counterparty defaulting on their obligations. It is defined as the possibility that a borrower may fail to meet their obligations in accordance with the agreed terms. There are several components of credit risk, including the amount of the loan, quality of the loan, default risk, exposure risk, and recovery risk. Credit risk management is important for banks due to new financial transactions, decreasing government support, and regulatory capital requirements. Banks traditionally evaluated credit risk using the 5 C's of credit analysis and now also utilize internal credit rating systems.
Watch full video on YouTube -
https://youtu.be/f3VgVOgAUoE
Credit management is the process of granting credit , setting the term its granted on, recovering this credit when its due and ensuring compliance with company credit policy.
The difference in the rate of interest that a bank charges on the amount lent and the rate it pays to the depositors is technically called spread or interest rate spread.
This spread bank has to use to meet all its overheads and interest on deposit but also provide for NPA.
Thank You For Watching
Subscribe to DevTech Finance
1. The document discusses various strategies for fundraising in the voluntary sector, including direct marketing techniques like direct mailers, telemarketing, face-to-face solicitation, and online solicitation.
2. It also covers corporate giving in India, highlighting major corporate foundations and causes they support in areas like microfinance, education, health, and community development.
3. Successful high visibility fundraising events in India are also summarized, like the Standard Chartered Mumbai Marathon and CRY Telethon, which have raised millions of dollars.
Partnerships: Rotary’s Opportunity to Enhance and Diversify Resources and Imp...Rotary International
Partnering with other organizations, from community
groups to government agencies, strengthens us and increases
our ability to serve. Learn about Rotary’s four categories of partners: strategic, resource (corporate and Foundation
funding), service, and project, as well as important updates
for each partnership type.
Every Rotarian is an ambassador of Rotary's values and mission. However, the Rotary clubs must continue strengthen Rotary's public image as world's largest voluntary service organisation committed to peace and better understanding in the world through humanitarian service projects. This requires telling your story and sharing it with the community and other stakeholders on regular basis using various communication tools, like website, club bulletin, etc. At the same time the story must be shared with the media, to win better understanding as well as engage them to reach out to the needy. For further information or clarification, you can contact seejaysingh@gmail.com
The document provides information on the roles and responsibilities of district committee chairs in Rotary. It outlines that chairs should understand their role in supporting clubs and work with the district team. They are responsible for promoting district goals, strengthening clubs, and sharing information. Chairs are part of the district leadership team and should collaborate with other members to develop and implement goals for the year.
Rotaract is a Rotary-sponsored club for young adults aged 18 to 30 that focuses on leadership development, professional development, and community service projects. The first Rotaract club was founded in 1968 at the University of North Carolina. There are now over 7,088 Rotaract clubs in over 150 countries worldwide. Rotaract clubs participate in community service projects to improve lives locally and internationally. They also engage in professional development activities and leadership training to prepare members for careers and community leadership roles.
This document provides information about non-banking financial companies (NBFCs) in India. It defines NBFCs as non-banking institutions that conduct lending, acquisition, and leasing activities but do not accept demand deposits. NBFCs are divided into categories including asset finance companies, investment companies, and loan companies. Key differences between NBFCs and banks are that NBFCs cannot accept demand deposits or issue checks. The Reserve Bank of India regulates NBFCs and places restrictions on their acceptance of public deposits.
This document provides guidance for assistant governors on supporting and assisting Rotary clubs. It outlines the responsibilities of assistant governors in coaching clubs, ensuring they meet minimum standards, helping clubs that are struggling, preparing clubs for the governor's visit, and concluding the Rotary year by celebrating accomplishments and discussing goals. Key responsibilities include being a resource for clubs, encouraging innovation, intervening if clubs need help, assisting with governor visits, and providing feedback to clubs and incoming governors.
The document discusses various types of bonds as investments, including their purposes, characteristics, and suitability for different investors. It covers corporate bonds, government bonds, municipal bonds, and factors to consider when deciding whether to buy or sell a bond such as its ratings, yield, and market value compared to current interest rates.
The document outlines the key principles that banks follow when developing their credit policies. It discusses the importance of safety, liquidity, profitability, and risk diversification. It also describes the components that are typically included in a bank's credit policy such as lending guidelines, targeted portfolio mixes, risk ratings, loan pricing, and collateral requirements. The credit policy is developed by the bank's Credit Policy Committee and must comply with regulatory requirements set by the Reserve Bank of India.
This document provides guidance on developing an effective public relations plan for a Rotary club. It outlines a 7-step process: 1) form a PR committee, 2) evaluate current PR efforts, 3) build a PR campaign with goals and target audiences, 4) include a call to action, 5) secure funding and resources, 6) use various PR tactics and tools, and 7) develop a PR calendar. The benefits of an effective PR plan are enhancing the club's image, gaining support, attracting members, and correcting misconceptions. Resources mentioned include the Club PR manual, PR newsletter, Rotary's brand and media centers, and voice and visual identity guidelines.
The document outlines the 5 main steps in the mortgage process: 1) pre-approval to determine a buyer's price range, 2) shopping for a home, 3) submitting a mortgage application including documents on income, assets, credit, and the property, 4) removing subjects from the offer, and 5) the legal process of signing documents. It then provides details on qualifying for a mortgage, the different types of mortgages available, associated costs of buying a home, and the role of a mortgage consultant in helping navigate the process.
Fixed Income securities- Analysis and Valuation. Very useful for CFA and FRM level 1 preparation candidates. For a more detailed understanding, you can watch the webinar video on this topic. The link for the webinar video on this topic is https://www.youtube.com/watch?v=r9j6Bu3aUNI
Michael Burry discovers that the US housing market is on the verge of collapse in the early 2000s due to risky subprime mortgages being bundled into bonds. He buys credit default swaps to bet that the mortgage-backed securities will fail. Others like Greg Lippmann, Steve Eisman of FrontPoint Partners, and Charles Ledley and Jamie Mai of Cornwall Capital also buy swaps. In 2007, the housing bubble bursts as subprime mortgages default, causing major financial firms to collapse until the US government intervenes with a bailout.
Understand the role & responsibilities as your Club’s Secretary. Learn the various tools used to maintain membership records, maintain club officer records, access membership reports, and record attendance. Learn step by step instructions on finding your club’s electronic invoice and how to pay electronically. Review the common challenges your club may face and the resources to solve them.
Presenting this set of slides with name - Banking Powerpoint Presentation Slides. This PPT deck displays fourtyfour slides with in depth research. Our topic oriented Banking Powerpoint Presentation Slides presentation deck is a helpful tool to plan, prepare, document and analyse the topic with a clear approach. We provide a ready to use deck with all sorts of relevant topics subtopics templates, charts and graphs, overviews, analysis templates. Outline all the important aspects without any hassle. It showcases of all kind of editable templates infographs for an inclusive and comprehensive Banking Powerpoint Presentation Slides presentation. Professionals, managers, individual and team involved in any company organization from any field can use them as per requirement.
This document discusses various types of risks faced by banks, including credit risk, market risk, operational risk, liquidity risk, and reputation risk. It provides definitions of different risk types such as credit risk, concentration risk, and interest rate risk. The document also covers topics like the importance of credit risk management, factors to consider in credit risk analysis, and modern approaches to assessing and managing credit risk in the banking industry.
This document discusses key concepts in bank management including:
- The features of a bank balance sheet including assets like loans and securities, and liabilities like deposits and capital.
- How banks attempt to maximize profits through asset and liability management, managing liquidity, credit risk, and interest rate risk.
- Off-balance sheet activities allow banks to generate fee income but also expose them to additional risks if not properly controlled.
Entrepreneurial power and Socio-Economic policies shown by Mr. Yunus. His step to change the cycle of poverty is extremely successful. A micro-created system changed the way lending for poor.
Explore how you can deepen engagement and build membership through Rotarian Action Groups (RAGs) and Rotary Fellowships. Our panel will discuss how RAGs and fellowships support projects, build networks, and provide leadership opportunities. We will also demonstrate how you can use My Rotary and social media to network with Rotarians worldwide who have similar interests and vocations.
Peer-to-peer (P2P) lending allows individuals to borrow and lend money without an intermediary financial institution. It removes middlemen but involves more time, effort, and risk than traditional lending. Borrowers benefit from lower interest rates than banks, while lenders earn returns higher than traditional investments. P2P platforms generate revenue through transaction, servicing, and management fees charged to borrowers and lenders. However, the lack of regulations and clarity in India has hindered the growth of P2P lending compared to other parts of the world.
1) The microfinance lending process involves several steps including an orientation for applicants, collecting and verifying application information, reviewing applications in a credit committee meeting, processing approved loans, disbursing funds to borrowers, and collecting loan payments.
2) Key steps are conducting credit checks of applicants, presenting application materials to a credit committee for approval, preparing loan documentation if approved, signing documents and collecting the first payment from borrowers, and ongoing collection of subsequent loan payments.
3) Regular collection of loan payments is managed through issuing pre-numbered payment receipts to agents who collect and batch payments for accounting and updating of borrower accounts.
This document provides an essential guide for non-profit organizations on fundraising. It outlines goals and strategies for fundraising, including defining goals for sustainability, operational costs and infrastructure. It discusses understanding fundraising needs for either project-based, annual or ongoing needs, as well as in-kind needs. Some key facts presented include that there are over 31 lakh registered NGOs in India, with 1 NGO for every 600 people, and over 20,000 crores available annually in CSR funds. Effective fundraising methods include making good presentations with simple structure and bullet points, as well as good proposals with an executive summary, program details, budget and leadership information.
The document discusses enhancing Rotary's brand and public image through various strategies. It covers working with the media to tell Rotary's story, campaigns like Humanity in Motion and This Close, and resources available for public relations efforts including grants, creative materials, and human resources from Rotary International. The panelists are public image coordinators from Rotary clubs in Taiwan and Canada who will discuss working with the media and Rotary's branding.
This document outlines a presentation for grant management software. It discusses the problems nonprofits face using manual processes like spreadsheets for grants. It then covers the components of an end-to-end grant management solution including pre-award opportunities search, post-award competitive bidding, fund tracking, sub-recipient management, project tracking, and reporting. Recent legislation is driving demand for automated, compliant solutions to improve transparency.
Maintain your club’s essential club records using DACdb club management software. The session will review key elements used to run your club’s administrative operations including how to setup a committee structure. Included during the session will be a review of the advance administrative options including club dues, accounting and RI data integration.
This document provides guidance for assistant governors on supporting and assisting Rotary clubs. It outlines the responsibilities of assistant governors in coaching clubs, ensuring they meet minimum standards, helping clubs that are struggling, preparing clubs for the governor's visit, and concluding the Rotary year by celebrating accomplishments and discussing goals. Key responsibilities include being a resource for clubs, encouraging innovation, intervening if clubs need help, assisting with governor visits, and providing feedback to clubs and incoming governors.
The document discusses various types of bonds as investments, including their purposes, characteristics, and suitability for different investors. It covers corporate bonds, government bonds, municipal bonds, and factors to consider when deciding whether to buy or sell a bond such as its ratings, yield, and market value compared to current interest rates.
The document outlines the key principles that banks follow when developing their credit policies. It discusses the importance of safety, liquidity, profitability, and risk diversification. It also describes the components that are typically included in a bank's credit policy such as lending guidelines, targeted portfolio mixes, risk ratings, loan pricing, and collateral requirements. The credit policy is developed by the bank's Credit Policy Committee and must comply with regulatory requirements set by the Reserve Bank of India.
This document provides guidance on developing an effective public relations plan for a Rotary club. It outlines a 7-step process: 1) form a PR committee, 2) evaluate current PR efforts, 3) build a PR campaign with goals and target audiences, 4) include a call to action, 5) secure funding and resources, 6) use various PR tactics and tools, and 7) develop a PR calendar. The benefits of an effective PR plan are enhancing the club's image, gaining support, attracting members, and correcting misconceptions. Resources mentioned include the Club PR manual, PR newsletter, Rotary's brand and media centers, and voice and visual identity guidelines.
The document outlines the 5 main steps in the mortgage process: 1) pre-approval to determine a buyer's price range, 2) shopping for a home, 3) submitting a mortgage application including documents on income, assets, credit, and the property, 4) removing subjects from the offer, and 5) the legal process of signing documents. It then provides details on qualifying for a mortgage, the different types of mortgages available, associated costs of buying a home, and the role of a mortgage consultant in helping navigate the process.
Fixed Income securities- Analysis and Valuation. Very useful for CFA and FRM level 1 preparation candidates. For a more detailed understanding, you can watch the webinar video on this topic. The link for the webinar video on this topic is https://www.youtube.com/watch?v=r9j6Bu3aUNI
Michael Burry discovers that the US housing market is on the verge of collapse in the early 2000s due to risky subprime mortgages being bundled into bonds. He buys credit default swaps to bet that the mortgage-backed securities will fail. Others like Greg Lippmann, Steve Eisman of FrontPoint Partners, and Charles Ledley and Jamie Mai of Cornwall Capital also buy swaps. In 2007, the housing bubble bursts as subprime mortgages default, causing major financial firms to collapse until the US government intervenes with a bailout.
Understand the role & responsibilities as your Club’s Secretary. Learn the various tools used to maintain membership records, maintain club officer records, access membership reports, and record attendance. Learn step by step instructions on finding your club’s electronic invoice and how to pay electronically. Review the common challenges your club may face and the resources to solve them.
Presenting this set of slides with name - Banking Powerpoint Presentation Slides. This PPT deck displays fourtyfour slides with in depth research. Our topic oriented Banking Powerpoint Presentation Slides presentation deck is a helpful tool to plan, prepare, document and analyse the topic with a clear approach. We provide a ready to use deck with all sorts of relevant topics subtopics templates, charts and graphs, overviews, analysis templates. Outline all the important aspects without any hassle. It showcases of all kind of editable templates infographs for an inclusive and comprehensive Banking Powerpoint Presentation Slides presentation. Professionals, managers, individual and team involved in any company organization from any field can use them as per requirement.
This document discusses various types of risks faced by banks, including credit risk, market risk, operational risk, liquidity risk, and reputation risk. It provides definitions of different risk types such as credit risk, concentration risk, and interest rate risk. The document also covers topics like the importance of credit risk management, factors to consider in credit risk analysis, and modern approaches to assessing and managing credit risk in the banking industry.
This document discusses key concepts in bank management including:
- The features of a bank balance sheet including assets like loans and securities, and liabilities like deposits and capital.
- How banks attempt to maximize profits through asset and liability management, managing liquidity, credit risk, and interest rate risk.
- Off-balance sheet activities allow banks to generate fee income but also expose them to additional risks if not properly controlled.
Entrepreneurial power and Socio-Economic policies shown by Mr. Yunus. His step to change the cycle of poverty is extremely successful. A micro-created system changed the way lending for poor.
Explore how you can deepen engagement and build membership through Rotarian Action Groups (RAGs) and Rotary Fellowships. Our panel will discuss how RAGs and fellowships support projects, build networks, and provide leadership opportunities. We will also demonstrate how you can use My Rotary and social media to network with Rotarians worldwide who have similar interests and vocations.
Peer-to-peer (P2P) lending allows individuals to borrow and lend money without an intermediary financial institution. It removes middlemen but involves more time, effort, and risk than traditional lending. Borrowers benefit from lower interest rates than banks, while lenders earn returns higher than traditional investments. P2P platforms generate revenue through transaction, servicing, and management fees charged to borrowers and lenders. However, the lack of regulations and clarity in India has hindered the growth of P2P lending compared to other parts of the world.
1) The microfinance lending process involves several steps including an orientation for applicants, collecting and verifying application information, reviewing applications in a credit committee meeting, processing approved loans, disbursing funds to borrowers, and collecting loan payments.
2) Key steps are conducting credit checks of applicants, presenting application materials to a credit committee for approval, preparing loan documentation if approved, signing documents and collecting the first payment from borrowers, and ongoing collection of subsequent loan payments.
3) Regular collection of loan payments is managed through issuing pre-numbered payment receipts to agents who collect and batch payments for accounting and updating of borrower accounts.
This document provides an essential guide for non-profit organizations on fundraising. It outlines goals and strategies for fundraising, including defining goals for sustainability, operational costs and infrastructure. It discusses understanding fundraising needs for either project-based, annual or ongoing needs, as well as in-kind needs. Some key facts presented include that there are over 31 lakh registered NGOs in India, with 1 NGO for every 600 people, and over 20,000 crores available annually in CSR funds. Effective fundraising methods include making good presentations with simple structure and bullet points, as well as good proposals with an executive summary, program details, budget and leadership information.
The document discusses enhancing Rotary's brand and public image through various strategies. It covers working with the media to tell Rotary's story, campaigns like Humanity in Motion and This Close, and resources available for public relations efforts including grants, creative materials, and human resources from Rotary International. The panelists are public image coordinators from Rotary clubs in Taiwan and Canada who will discuss working with the media and Rotary's branding.
This document outlines a presentation for grant management software. It discusses the problems nonprofits face using manual processes like spreadsheets for grants. It then covers the components of an end-to-end grant management solution including pre-award opportunities search, post-award competitive bidding, fund tracking, sub-recipient management, project tracking, and reporting. Recent legislation is driving demand for automated, compliant solutions to improve transparency.
Maintain your club’s essential club records using DACdb club management software. The session will review key elements used to run your club’s administrative operations including how to setup a committee structure. Included during the session will be a review of the advance administrative options including club dues, accounting and RI data integration.
This document provides tips for Rotary clubs to succeed on social media. It recommends using Facebook, Twitter, and Instagram to communicate club activities, encourage attendance, and attract potential members. Specific tips include determining your audience and strategy, posting photos that showcase your club positively, using hashtags, and tagging members to maximize exposure. The goal is to inform others of your club's service while also promoting fellowship and fun through your social media presence.
This document provides an overview of Rotary membership trends from the 1920s to present day. It discusses how each generation has become less civically engaged over time according to the "Bowling Alone" study. The document also notes that newer generations still want to volunteer but prefer shorter commitments and more flexibility. It emphasizes that clubs must adapt to changing needs by offering mentoring, engagement opportunities, and mixed online/in-person meetings. Survey results show satisfaction is highest when members feel welcomed, encouraged to participate, and that service is effective.
Re-invigorate your club with a New Generations program. Introduce Rotary to the next generation, reach their peers, parents and more...all potential Rotarians! Session also includes a discussion on transitioning Rotaractors into Rotary. Information you need to organize and build the infrastructure of your Next Generation committee including best practices for governance and operation. Session also includes a discussion on transitioning Rotaractors into Rotary.
Understand the role & responsibilities as your Club’s Treasurer. Understand critical deadlines for Rotary International dues, District dues and submission of annual IRS forms. Learn how to access your club’s electronic semi-annual dues invoice from RI and submit payment electronically.
Rotary Youth Exchange (RYE)
Each year high school students participate in the Rotary Youth Exchange program worldwide, learning a new language and experiencing a new culture, through the efforts and dedication of Rotary volunteers.
Come and out how your club can participate and make a difference in a young person’s life, your community, your district and the world.
This document provides resources for Rotary clubs and districts, including contact information for various coordinators, the Club and District Support team, and a membership officer. It also lists online tools available for Rotary clubs and asks the reader to name additional district resources, highlighting the district website and Rotary Club Central. The final section notes that in the last Rotary year, 92% of clubs reached a membership plateau of 15 or more and all clubs posted between 1 and 15 members, encouraging an even better performance this year.
The document announces upcoming Rotary Leadership Institute (RLI) leadership courses and events for District 6970. RLI offers four leadership courses - Parts I through III and a graduate course - that must be taken in order, focusing on individual Rotarians, Rotary clubs, and the Rotary journey. It provides the dates and locations for two upcoming RLI leadership schools on August 6, 2016 and February 18, 2017 in Flagler/Palm Coast and Orange Park, Florida respectively.
The document summarizes the Rotary Youth Exchange (RYE) program, which provides opportunities for high school students to spend an academic year studying abroad. It discusses the program's goals of international understanding and its operation by volunteer Rotarians. Details provided include current exchange countries and student numbers in Florida district 6970. The roles and commitments of host families, clubs, and counselors are outlined. Key upcoming dates are listed.
This program will outline the responsibilities for all Rotary Youth Exchange volunteers. Discussions
will review both Rotary International, as well as Department of State rules and regulations needed for a Rotary Club to host international students.
For those Rotary volunteer attendees, including Club level Youth Exchange Officer’s and Club Counselors, this session will meet necessary DOS and RI certification requirements.
This document provides guidance on essential grant management practices, including organizing files for each grant, reviewing terms and conditions, developing work plans, ensuring financial and compliance management systems, properly charging costs, and maintaining sound procurement processes. Key recommendations are to open a file for each grant, hold an initiation meeting to review responsibilities, refine work plans as needed, establish financial reporting and cost allocation systems, and develop procurement procedures that promote fairness and competition.
This document appears to be a game of Jeopardy about Rotaract clubs that was presented to educate Rotaractors. It includes categories of information and clues about starting a Rotaract club, club committees, governance topics, Rotaract handbooks and policies, and other important details. Players were asked questions and prompted to provide specific details or names as the answers. The game aimed to inform Rotaractors about key aspects of successfully operating a Rotaract club.
The document provides information about Rotary International Foundation teams and committees for District 6970 in 2015-16. It lists the chairs and members of the Foundation Team, Share Committee, Stewardship Audit Committee, and Scholarship Committee. It also includes the district's Foundation report, which provides data on fundraising goals and awards. Specifically, it highlights the district's annual giving, per capita giving, and top fundraising clubs. Additionally, it outlines plans and targets for fundraising to end polio in 2016-17.
This document discusses public image, social media, and brand image for Rotary District 6970. It emphasizes the importance of developing a strategic communications plan that promotes Rotary's values across multiple media platforms in a consistent manner. Key recommendations include forming a committee to oversee public relations efforts, creating rich online content to engage stakeholders, and following Rotary's branding guidelines to project a unified voice across social networks like Facebook, Twitter, LinkedIn, and more. Maintaining an active social media presence through regular updates is important to reinforce Rotary's brand awareness.
Este documento resume varios eventos recientes en la Universidad de Deusto. Celebra los 100 años de La Comercial y los 60 años de la ESTE con una serie de actividades. También da la bienvenida al nuevo curso académico 2016-2017 e introduce a los nuevos decanos de Ingeniería y Psicología y Educación. Además, informa sobre una conferencia reciente sobre migración internacional e integración social en Europa organizada por el proyecto INTEGRIM de la universidad. Finalmente, expresa solidaridad con profesores turcos represali
Top Things You Need to Know about Every Rotarian Every Year (EREY)Rotary International
The Rotary Foundation’s Annual Fund helps Rotarians do good in their communities and around the world. Learn more about the Foundation’s Annual Fund, why donors choose to support it, and hear tips from other Rotarians for strengthening giving in your club. Sign up today and reserve your spot to hear from Rotarian panelists and staff as they share their expertise and answer your questions!
This document provides information about grant management and global grants. It discusses that grants are funded through district designated funds and outlines the requirements for global grants, including having a minimum budget of $30,000 and involving an international partner. It also summarizes the application process, project planning, budgeting, implementation, funding, and evaluation aspects of global grants.
This document summarizes a Rotary membership panel discussion that took place on April 15, 2016. It provides an overview of global and regional Rotary membership trends, with South Asia representing around 12% of total Rotarians but only 6% of women Rotarians worldwide. Minimum standards for clubs are outlined. Two panelists, PDG Vijay Jalan and PDG Rajendra Rai, then discuss strategies for improving membership, focusing on the importance of membership, tracking club invoices, and a case study of membership growth in District 3190 through extension, internal growth targets, and reconnecting past members.
Global grants support large international activities with sustainable, measurable outcomes in Rotary’s areas of focus. Hear an overview of global grants and the importance of Rotarian involvement in monitoring and evaluation. Learn about scholarships and how you can sponsor or host global grant scholars. By the end of the session you’ll understand the components of a quality project and be prepared to start your global grant application.
Global grants support large international activities with
sustainable, measurable outcomes in Rotary’s areas of focus.
Hear an overview of global grants and the importance of
Rotarian involvement in monitoring and evaluation. Learn
about scholarships and how you can sponsor or host global
grant scholars. By the end of the session you’ll understand
the components of a quality project and be prepared to start
your global grant application.
This is the latest Rotary Grants Management Seminar designed for District 7730 in North Carolina. This training class has a module on District Grants management using the DACDB software. Walter Hughes is the author of most of the presentation in Rotary District 7570.
This document summarizes a workshop on Rotary grants. It provides learning objectives for each of the 4 sessions: 1) designing projects, 2) applying for and implementing grants, 3) oversight and reporting, and 4) qualification. The key points covered include identifying community needs, developing a project plan, writing successful grant applications, managing funds, retaining documents, reporting requirements, and maintaining club qualification for grants.
The document provides information about The Rotary Foundation grants including Global Grants and District Grants. It discusses the application process for both types of grants and outlines eligibility requirements, funding amounts, required partners, scope/vision, and examples to illustrate the differences between Global and District Grants. Key steps for clubs to take to apply for grants are also summarized, including planning projects, becoming qualified, attending grant management seminars, and submitting applications.
What are District Designated Funds (DDFs) and how
can they be used? The rules for using DDFs might seem
complicated, so we’ll help you understand how you can use
DDFs to pay for club or district projects, district grants, and
global grants. Learn what happens when DDFs are not spent
in a year, and how these rollover balances can be designated
to support areas such as the Rotary Peace Centers, PolioPlus,
or areas of focus.
Rotary - Global Grants Stewardship - Rtn Vijayakumar 3202.pptx45qyxcy2v5
This document discusses stewardship as it relates to Rotary Foundation global grants. It defines stewardship as using grant funds responsibly and implementing projects according to Rotary Foundation policy. Good stewardship is important to safeguard funds, maintain Rotary's reputation, and ensure projects have a positive impact. The document outlines best practices for grant management, financial controls, transparency, and accountability throughout the project lifecycle.
Is your club too small, or does it lack the funds to initiate and
participate in district and global projects? Clubs in District
7080 have participated in successful large projects for years
using two specific approaches. Learn how clubs work in
clusters and communities using minimal club investments
and how they sponsored a $459,500 project. Get step-by-step
instructions and tips for success that will inspire, excite, and
encourage you to begin your own successful joint projects.
Join us for a 45-minute webinar dedicated to helping you achieve your goals for The Rotary Foundation centennial. Hear from Centennial Celebration Committee Chair and Past Trustee Stephanie Urchick and staff on resources available to help you plan and talk about the centennial, strategies to help districts and clubs prepare for the centennial, and best practices for leveraging your expertise for centennial events.
The document outlines the requirements and process for Rotary clubs to earn a Presidential Citation from Rotary International. To qualify, clubs must achieve goals in areas like membership growth, sustainable service projects, and donations to The Rotary Foundation. Eligible clubs must be active and in good standing. The document provides instructions on using tools like Club Administration, Rotary Club Central, and Rotary Showcase to regularly report progress on goals throughout the year. It also previews the specific 2020-2021 citation goals and resources available to help clubs achieve them.
This document provides information about Rotary district grants and club qualification for grants. It explains that district leaders must complete an annual online qualification process and implement a District Qualification Memorandum of Understanding. Clubs must have a representative attend a grant management seminar, agree to the club MOU, and meet any additional district guidelines to qualify each year. The club MOU outlines financial management, bank account requirements, reporting on grant funds, document retention policies, and procedures for reporting misuse of funds. District grants support local and international activities aligned with Rotary's mission and can fund short-term projects with no minimum budget requirement.
Get inspired to lead your club to greatness in 2016-17.
Network with your class of incoming presidents, learn
from leaders who have been in your shoes, and hear about
initiatives to boost membership. Get inspiration from past
and current leaders and get motivated for the year ahead.
Guideline to Rotary Service Projects Committee.pptxSurendra Joshi
The document provides guidelines for Club Service Project committee chairs and members. It outlines the role and responsibilities of the committee which include developing committee goals to achieve club service project goals, conducting needs assessments, planning and evaluating projects, and leading fundraising efforts. It also discusses strategic planning, developing effective projects, district grants, global grants, and resources available from Rotary International and The Rotary Foundation to support service projects.
Rotarians are leaders. Yes.
However what are the specific roles of leaders of Rotary Clubs?
This is a presentation I gave to my club, Sunyani-Central on the subject.
The document outlines the requirements and process for Rotary clubs and districts to receive district grants from The Rotary Foundation. To qualify for a district grant, clubs must agree to the memorandum of understanding and send a member to a grant management seminar. Districts can use up to 50% of their designated district funds to receive one small-scale, short-term grant annually to fund local or international activities aligned with The Rotary Foundation's mission of advancing world understanding, goodwill, and peace. The document also details the application and stewardship requirements for district grants.
Working with data is a challenge for many organizations. Nonprofits in particular may need to collect and analyze sensitive, incomplete, and/or biased historical data about people. In this talk, Dr. Cori Faklaris of UNC Charlotte provides an overview of current AI capabilities and weaknesses to consider when integrating current AI technologies into the data workflow. The talk is organized around three takeaways: (1) For better or sometimes worse, AI provides you with “infinite interns.” (2) Give people permission & guardrails to learn what works with these “interns” and what doesn’t. (3) Create a roadmap for adding in more AI to assist nonprofit work, along with strategies for bias mitigation.
Food safety, prepare for the unexpected - So what can be done in order to be ready to address food safety, food Consumers, food producers and manufacturers, food transporters, food businesses, food retailers can ...
Jennifer Schaus and Associates hosts a complimentary webinar series on The FAR in 2024. Join the webinars on Wednesdays and Fridays at noon, eastern.
Recordings are on YouTube and the company website.
https://www.youtube.com/@jenniferschaus/videos
Preliminary findings _OECD field visits to ten regions in the TSI EU mining r...OECDregions
Preliminary findings from OECD field visits for the project: Enhancing EU Mining Regional Ecosystems to Support the Green Transition and Secure Mineral Raw Materials Supply.
This report explores the significance of border towns and spaces for strengthening responses to young people on the move. In particular it explores the linkages of young people to local service centres with the aim of further developing service, protection, and support strategies for migrant children in border areas across the region. The report is based on a small-scale fieldwork study in the border towns of Chipata and Katete in Zambia conducted in July 2023. Border towns and spaces provide a rich source of information about issues related to the informal or irregular movement of young people across borders, including smuggling and trafficking. They can help build a picture of the nature and scope of the type of movement young migrants undertake and also the forms of protection available to them. Border towns and spaces also provide a lens through which we can better understand the vulnerabilities of young people on the move and, critically, the strategies they use to navigate challenges and access support.
The findings in this report highlight some of the key factors shaping the experiences and vulnerabilities of young people on the move – particularly their proximity to border spaces and how this affects the risks that they face. The report describes strategies that young people on the move employ to remain below the radar of visibility to state and non-state actors due to fear of arrest, detention, and deportation while also trying to keep themselves safe and access support in border towns. These strategies of (in)visibility provide a way to protect themselves yet at the same time also heighten some of the risks young people face as their vulnerabilities are not always recognised by those who could offer support.
In this report we show that the realities and challenges of life and migration in this region and in Zambia need to be better understood for support to be strengthened and tuned to meet the specific needs of young people on the move. This includes understanding the role of state and non-state stakeholders, the impact of laws and policies and, critically, the experiences of the young people themselves. We provide recommendations for immediate action, recommendations for programming to support young people on the move in the two towns that would reduce risk for young people in this area, and recommendations for longer term policy advocacy.
2. 2016
• Qualification Process
• Designing a Successful Project
• Apply for & Implement a Grant
• Understand how to manage a Rotary
grant
• Oversight & Reporting
• Learn STEWARDSHIP expectations
PURPOSE
3. 2016
Grants are Funded With DDF
Annual
Fund
Invest
for 3
years –
use
growth
to pay
our
bills
World
Fund
DDF
45%
50%
Operating
Expenses
5% + Investment growth
Unspent $$$
6. 2016
• Attend a grant
management seminar
• READ club MOU and
Submit a signed copy to
us
QUALIFICATION REQUIREMENTS
7. 2016
• Valid for one year
• Club responsible for grant funds
• Disclose conflicts of interest
• Cooperate with all audits
• Use grant funds properly
• Implement the club MOU
• Current on all District and RI Dues
TERMS OF QUALIFICATION
8. 2016
• Follow terms of club MOU
• Appoint a club member or committee
to manage club qualification
• Fully implement stewardship
practices to prevent misuse of funds
MAINTAINING QUALIFICATION
10. 2016
• Meet community needs
• Have measurable outcomes
• May involve a partner
• Sustainable
• Have an implementation
plan
• Maintain proper stewardship
of funds
SUCCESSFUL GRANT PROJECTS
11. 2016
Peace and conflict prevention/resolution
Disease prevention and treatment
Water and sanitation
Maternal and child health
Basic education and literacy
Economic and community development
AREAS OF FOCUS
12. 2016
• Base projects on
communities’
needs
• Determine what
resources your
club and potential
partners have
• Talk to the community
NEEDS ASSESSMENT
13. 2016
• RI & District Conference
• Rotary Showcase / Facebook
• LinkedIn
• Project fairs
• Community events
• Other Rotary clubs
• Rotary Action Groups
• Local nonprofit organizations
GRANT IDEAS
14. 2016
• Form a three-person grant committee
• Assign roles
• Make an implementation plan
• Establish a budget
• Have a contingency plan
• Have a document retention plan
• Set measurable and sustainable goals
PROJECT PLANNING
16. 2016
A conflict of interest:
• Exists when a Rotarian benefits
financially or personally from a
grant
• Might directly or indirectly benefit
a Rotarian
• Must be disclosed
DISCLOSING CONFLICTS OF INTEREST
21. 2016
• Online application process
(currently utilizing District website,
Foundation website will be back up over
the summer.)
• Initial approval from District Share Committee
• Final approval from The Rotary
Foundation
APPLYING FOR DISTRICT GRANTS
22. 2016
• Meet all TRF Qualification requirements
• Grant request smaller than $30,000.00
• At least 50% funding from Club
Contributions.
• NO EXPENDITURE CAN HAPPEN
AHEAD OF TRF APPROVAL!!
• MUST be completed by April 1st 2017.
• No more than 3 open grants of any type.
DISTRICT GRANT REQUIREMENTS
23. 2016
• April 30 Deadline online applications
• Goal: June 30 Share Committee decisions
• Goal: July 1 District Spending Plan to TRF
• Goal: July 15-30 Final approval TRF
• Aug/Sep TRF Funds received at District
• April 1, 2017 Project complete/ Reports filed
DISTRICT GRANT TIMELINE 2016-2017
25. 2016
• All Grant Requirements discussed +
• If you want to include DDF in your
financial plan, involve the
DRFC and the DGC early!
• DDF is available on first
come first served basis.
QUALIFICATION REQUIREMENTS
FOR GLOBAL GRANTS
26. 2016
• Minimum total budget of US$30,000
• Involve Rotary clubs in at least two
districts in different countries
• Districts confirm clubs are qualified
• Approval of DDF from SHARE Committee
• Clubs are expected to contribute
toward project funding.
• Online application process @ rotary.org
APPLYING FOR GLOBAL GRANTS
27. 2016
Giving a community the skills and
knowledge to maintain project outcomes for
the long term, after grant funds have been
expended.
SUSTAINABLE PROJECTS
28. 2016
• Minimum budget for a global grant is
US$30,000
• DDF matched 100% with World Fund
• Rotarian and non-Rotarian cash
contributions matched
50% with World Fund
• International sponsors provide at least
30% of total sponsor funding
GLOBAL GRANT FINANCING
29. 2016
• Funds cannot be raised from beneficiaries
or cooperating organizations in exchange
for a grant
• Funds cannot come from other grants
• Contributions credited to donor when
routed through TRF
• 5% Fee on Cash Contributions directed to
TRF for the project
FINANCING GUIDELINES
30. 2016
$10,000 Club contribution= $35,000 available for Grant
CLUB(S) CONTRIBUTION $ 10,000
Note: Does not include the additional 5% TRF Administration Fee
DISTRICT 6970 MATCHES: $10,000
Assume District 6970 Matches 100% of Club’s contribution
THE WORLD FUND MATCHES:
CLUB CONTRIBUTION @ 50% $ 5,000
DISTRICT CONTRIBUTION @ 100% $10,000
TOTAL DOLLARS FOR PROJECT $ 35,000
GLOBAL GRANT FINANCING EXAMPLE
Rotary Math!
32. 2016
Ensures that projects
• Have proper financial controls
• Adhere to technical standards
• Meet the needs of
beneficiaries
• Fulfill their objectives
• Safeguard funds
GRANTS MANAGEMENT
33. 2016
Stewardship is the responsible management
and oversight of grant funds, including:
• Rotarian supervision
• Financial records review
• Oversight of funds
• Reporting any irregularities
• Timely submission of reports
STEWARDSHIP
34. 2016
• Bank account for funds or Quicken / Excel
spreadsheet itemizing income/expense
detailed ledger
• Distributing funds
• Use checks or bank cards
to track funds
• Keep all receipts: scan
them!
FINANCIAL MANAGEMENT PLAN
35. 2016
• Provide access to documents for
transparency
• Retain for a minimum of seven years
• Scan Copies
• Provide photos (3)
DOCUMENT RETENTION
36. 2016
• Report form is available
(provided with approval letter)
• Grant may be funded through %
“draws” – against expenditures up
to the total grant amount.
• Grant expenditures must be
as originally stated on
application.
• April 1, 2017– Deadline final
report
DISTRICT GRANT REPORTS
37. 2016
Timeline for reporting:
• Progress reports within 12 months of first
payment
• Every 12 months through the term of the
grant
• Final report within two
months of completion
GLOBAL GRANT REPORTS
Plus 5% of cash donations for Global Grants
Plus 10% of donations from business entities
Money left over in the World Fund goes to Endowment Fund
Speaking points:
Although this session will focus on applying for DISTRICT grants, the grant management practices discussed can be used for all grant types.
There are two types of Rotary grants available: district and global
District Grants – Less than $30,000; local or international, do not require an international partner, not required to be in an Area of Focus
Global Grants - $30,000 or more; International; requires an International partner, must be in an Area of Focus, must be sustainable
For a district grant, clubs apply to the district, following guidelines developed by the district and the Trustees of the Foundation.
For global grants, clubs apply to The Rotary Foundation, following guidelines developed by the Trustees of the Foundation AND THEY WILL BE DISCUSSED LATER IN SESSION 5.
Speaking points:
Clubs must qualify to receive Rotary Foundation district or global. The process ensures that clubs are aware of all Rotary requirements before receiving grant funds and provides clubs with the tools needed to complete these requirements and successfully manage their projects.
By attending this training, participants complete the first step toward qualification. One club members must attend this seminar annually and then share the information with fellow club members.
The second step is to have the club president and president-elect (2016-17 ) sign and submit the club MOU.
Discussion questions:
How will you communicate this information to your club members?
Speaking points:
Once a club successfully completes the qualification requirements, the club will receive qualified status for one Rotary year.
All club members understand that the club as an entity is responsible for the use of grant funds.
The club must disclose any conflicts of interest in compliance with the Conflict of Interest Policy as outlined in The Rotary Foundation Code of Policies.
The club must cooperate with any site visits, reviews, and audits.
Misuse of grant funds could result in suspension of the club’s qualification status.
Failure to implement the club MOU could result in a loss of qualified status.
Discussion questions:
How will you ensure that your club or district will comply with the MOU requirements?
If it appears funds have been misused, how will your club handle the situation?
Speaking points:
In order to maintain qualified status for one year, clubs must:
Abide by the terms of the MOU, the grant terms and conditions, and the Rotary International and Rotary Foundation codes of policies.
Appoint one or more club members to manage club qualification. A committee with staggered terms is recommended for increased transparency, oversight, and continuity.
Ensure that stewardship measures and proper grant management practices are implemented for all Rotary Foundation grants, to prevent the misuse of funds.
Discussion questions:
What MOU requirements has your club already implemented?
What requirements does your club need to implement?
Who in your club will you ask to help implement the club MOU?
Speaking points:
Beneficiaries are more likely to support and participate in a project that addresses the needs of a community.
Rotarians should partner with the community and organizations with technical expertise; however, projects must be managed by Rotarians.
Working together means more than financial participation; it also means using each partner’s expertise to implement the project or activity.
The implementation plan should include an achievable project timeline and should be shared with partners and beneficiaries.
By establishing a financial management plan before applying for grants, clubs ensure that they will have processes in place to manage funds before any money is received.
Speaking point:
Each area of focus has specific goals that should be used to refine projects that are developed to meet real community needs.
Speaking points:
Asking members of the community what they need and what strengths they bring to the project results in greater support and involvement, which leads to a more sustainable, lasting impact.
Once the needs are identified, your club should consider which can be addressed with the resources, skills, and availability of your club and its potential partners, including other Rotary clubs, districts, The Rotary Foundation, and non-Rotary organizations.
Continue involving the community during the selection of the project and its planning and implementation.
The Rotary publications Communities in Action and Community Assessment Tools offer information and resources for conducting a community needs assessment.
Discussion questions:
Has anyone been involved in conducting a community needs assessment? What was your experience?
What successes or challenges can you share?
Speaking points: WHERE TO FIND DISTRICT GRANT PARTNERS……
With partners, Rotary clubs are able to implement projects they could not do on their own.
Partners can include other clubs, districts, other local organizations and schools.
Both partners should be involved in all stages — from identifying the need to planning the project to implementing it and reporting on it.
Good communication helps keep all partners involved and allows them all to provide oversight.
Consider creating new partnerships and expanding Rotary networks.
Effective communication with project partners:
Establish how and how often you will be in contact to discuss the project.
Make sure everyone has correct information, such as email addresses for the club presidents and project committees for all partners.
Set up an alternate plan for communication, such as using a webinar, social media, or a teleconference.
Discussion questions:
What methods have you used to find project partners?
What communication strategies worked well for maintaining communication with project partners?
Speaking points:
Rotarians must manage all projects that receive funding from The Rotary Foundation.
Roles and responsibilities should be assigned to everyone on the committees.
Create a plan for managing funds and implementing the project.
Develop a budget that includes details and a timeline for the purchase and distribution of goods, training, and any other activities.
Consider your liability for the project, ensure that your club is protected, and have a contingency plan in case something goes wrong.
Set up a process for retaining documents related to the grant before funds are received. (Use matchinggrants.org to store documents.)
Discussion questions:
Who would you include on the three-person project committee?
What systems do you use to store grant records?
Does everyone on the committee have access to the records?
Speaking points:
A budget should be realistic and comprehensive to ensure adequate funding.
When choosing a supplier, Rotarians should use a competitive bidding process to ensure that they get the highest quality goods at the best prices.
Clubs should keep records of any submitted bids.
Clubs must disclose any potential or real conflicts of interest related to the budget.
Discussion question:
Has anyone been involved in a competitive bidding process?
Speaking points:
A conflict of interest exists when a Rotarian may benefit financially or personally from grant activities.
The benefit can be either direct (the Rotarian benefits) or indirect (an associate of the Rotarian benefits).
Financial benefits could include receiving grant funds for being a project manager or receiving grant funds as a vendor for the project.
Personal benefits could include receiving a promotion, getting business referrals, or gaining publicity or improved social standing.
Associates can include family members, friends, other Rotarians, personal acquaintances, colleagues, and business partners.
Rotarians have a reputation for professional integrity. Addressing and preventing conflict of interest helps preserve this reputation for the club, district, and The Rotary Foundation.
When Rotarians freely disclose any direct or indirect association with the grant project, they help ensure fair process and transparency in the use of Foundation funds.
Rotarians must disclose any conflicts of interest on the grant application. If Rotarians aren’t sure whether a particular situation is a conflict of interest, they should talk with their grant officers.
An actual or perceived conflict of interest does not necessarily disqualify a Rotarian from participation in a Rotary grant. Eligibility for participation will be determined case by case upon disclosure of the conflict of interest.
Discussion questions:
What are some examples of conflict of interest?
Why should clubs be concerned about conflicts of interest?
Speaking points:
A good place to start when defining a goal is to consider what change in behavior or knowledge you hope project participants will achieve.
Ensure that all project components directly support those goals.
Project goals should be measurable so you can quantify the impact of the project.
Both qualitative (descriptive) and quantitative (numeric) goals should be included.
Start by gathering baseline data from your needs assessment. (For example, a hospital delivering 1,000 babies per year has an infant mortality rate of 15 percent and a maternal mortality rate of 8 percent.)
Then set concrete project goals. (For example, within three years, the infant mortality rate will be reduced to 8 percent, and the maternal mortality rate to 4 percent.)
Determine how and when you will measure your results. (For example, create an annual report using hospital statistics.)
Discussion questions:
Describe a project or aspects of a project that directly link to a measurable goal.
Speaking points:
Communication is crucial to a successful implementation. You should communicate regularly with:
Partners and community members about the progress of the grant
The club must implement a financial management plan for grant funds, a plan to transfer the custody of the account if necessary.
Detailed grant records simplify reporting on the use of grant funds, responding to inquiries, and increasing the transparency of how grant funds are managed.
Discussion question:
How can a club best keep track of its project’s implementation? (Consider Rotary Club Central)
Speaking points:
Conducting an evaluation helps a club determine the success of a project and identify any areas of improvement for the future.
Conducting an evaluation will assist clubs with their reporting requirements.
Use lessons learned to replicate successes and adjust for challenges in the next project.
Use the goals set during the planning stage to evaluate the success of a project or activity.
The data and evaluation method and frequency should be set during the planning stage.
Project evaluation happens during implementation through completion and beyond.
Promoting project and activity successes, both within your club and with the public, gets others involved and interested in participating in Rotary, and it’s a great way to let donors know how funds were spent.
Discussion questions:
What are some ways your club can evaluate a project’s success?
Has anyone conducted a grant evaluation? If yes, what did your club learn from it?
What did your club do with the information from the evaluation?
How did your club share the success with Rotarians in your club and district as well as to your community?
Speaking points:
To be eligible to receive a district grant, a project or activity must
Met all Qualification requirements
Attended Grant Management Seminar
Signed MOU
Less than $30,000
50% funding minimum from Club Contributions
No funds spent on project until after TRF approval
Must be completed by April 1st 2016
Speaking points:
Clubs must qualify to receive Rotary Foundation global and packaged grant funds. The process ensures that clubs are aware of all Rotary requirements before receiving grant funds and provides clubs with the tools needed to complete these requirements and successfully manage their projects.
By attending this training, participants complete the first step toward qualification. One club member must attend this seminar annually and then share the information with fellow club members.
The second step is to have the club president and president-elect sign and submit the club MOU.
Discussion questions:
Has your district told you what the requirements are? Do you understand all of them?
How will you communicate this information to your club members?
Speaking points:
Rotary clubs (as well as districts) can apply to Rotary for a global grant.
Global grant requests can be submitted online at any time on www.rotary.org.
To be eligible to receive a global grant, a project or activity must
Support at least one area of focus and meet at least one of that area’s goals
Be sustainable
Involve Rotary clubs in two districts in two countries (one in the project country and one in another country)
Have a minimum total budget of US$30,000
The district must confirm that a club is qualified to receive a global grant.
Speaking points:
To be sustainable, a project or activity will continue to have an impact after the funds are expended.
A project must meet a community need that is consistent with the values and culture of the project’s beneficiaries.
Equipment and technology for a project should be purchased from local sources whenever possible. Spare parts for equipment should be available within the community. Community members should be involved in selecting the equipment and should be trained to maintain and repair it, and a local funding source should cover long-term operation, maintenance, and repair.
A project should strengthen beneficiaries’ knowledge and skills through education and training.
Project partners should collaborate with local organizations to supply expertise.
Project partners should identify individuals willing to assume leadership roles for sustaining project outcomes.
Clear and measurable project objectives should be developed and a method for collecting data established. Figures will, ideally, demonstrate change for at least three years.
Speaking points:
The minimum total budget for a global grant project is US$30,000.
Clubs and districts can contribute to the financing of a global grant using:
District Designated Fund (matched dollar for dollar by the Foundation’s World Fund)
Rotarian cash contributions (outright gifts from Rotarians or funds from Rotarian-led fundraisers; matched 50 cents to the dollar by the Foundation)
Non-Rotarian cash contributions (donations from other organizations, businesses, or people; matched 50 cents to the dollar by the Foundation)
Speaking points:
International sponsors of humanitarian projects are required to provide at least 30 percent of the total sponsor funding.
Rotarians cannot collect funds from beneficiaries or cooperating organizations in exchange for receiving the grant.
Contributions cannot come from other Rotary grant projects.
Cash contributions should always be credited to the individuals who gave the funds. Rotarians cannot collect funds from individuals and claim the donation as their own, unless they have received explicit permission from the donors to do so.
International sponsors of humanitarian projects are required to provide at least 30 percent of the total sponsor funding.
Discussion questions:
How do you raise cash contributions for projects?
How do you motivate donors to give more?
While District 6970 does not require a Club to contribute an equal match to apply for a Global Grant today, as our Global Grant process becomes more competitive this will likely mirror District Grants. This is JUST one example of how a Global Grant might look.
Speaking points:
Clubs must follow standard business practices for managing these funds.
It’s important to review financial records to confirm proper use of funds. Good stewardship is achieved by putting systems in place that create clubwide awareness of the use of funds. Widespread knowledge helps prevent mismanagement.
Any irregularities or misuse of grant funds should be reported immediately.
Submit timely, complete, and accurate reports to demonstrate good stewardship of funds to Rotary and all grant partners.
A club’s level of oversight, transparency, and accountability in managing Rotary grant funds affects donors’ confidence in giving to The Rotary Foundation and working with that club on future projects.
Speaking points:
Your club should have a club-controlled bank account used for grant funds. This will assist you with keeping accurate financial records. Have a plan in place to transfer custody of the club’s account in case a signatory is no longer able to perform his or her duties. This is a REQUIREMENT for Global Grants. For District Grants if you do not have a separate bank account a Quickbooks or Excel spreadsheet itemizing all income/expenses of the project must accompany bank statements and cancelled checks.
Once your club receives grant funds, it is important to have a plan for distributing and tracking funds.
Expenditures should be made using a traceable method such as a check or a bank card.
Keep track of transaction details.
Discussion questions:
What are the benefits of a financial management plan?
Who is responsible for your club’s financial management plan?
Speaking points:
All documents should be accessible to everyone in the club.
You have already scanned the documents and saved them electronically on matchinggrants.org
Give the Club the link to the grant on matchinggrants.org – publish it in the newsletter or on the Club’s website.
Documents must be retained for a minimum of five years.
Discussion questions:
What is your club’s system for document retention?
What types of documents need to be retained?
Speaking points:
Explain your district’s reporting requirements.
These requirements include:
Progress or Final reports must be submitted by April 1, 2016. Final Report is due within 2 months of project completion
Report form is available on the District Foundation website
On the report you must detail Rotarian involvement in the project and income and expenses.
The income may vary from the original estimate. The amount of the District Grant stays constant and the amount of the club’s contribution is the amount that you would adjust.
The expenses must equal the total income and be supported by invoices and receipts that you have uploaded on the grant page.
There can be no deviations in expenditures from the approved grant application. If changes might occur, these should be addressed with a call to DRFC and a request in writing for
a modification to the grant BEFORE those expenditures are made.
Speaking points:
Progress reports must be submitted within 12 months of receiving the first global grant payment and every 12 months afterward.
The final report must be submitted within two months of completing the project or activity.
Unused grant funds may be used for additional eligible and Foundation-approved expenses. Changes to a project must be approved by Rotary. Any unused funds returned to Rotary will be credited to the World Fund.