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.
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.
The document discusses various fundraising strategies and giving opportunities for Rotary's Annual Fund and Permanent Fund, including traditional and additional annual giving options, online and monthly giving programs, and term and permanent gifts that can be targeted to specific areas of focus, districts, or programs. It emphasizes that every Rotarian is key to fundraising success through leading by example, educating others, asking for contributions, and thanking donors.
Since the first contribution of $26.50, our Endowment
Fund has grown to more than $350 million in net assets
and $770 million in promises of future gifts. Learn how the
endowment continues to grow, how it is invested, how it
supports grants, and how we are working to strengthen its
impact over the Foundation’s second century of service.
Creating your personal legacy within the endowment
is covered in two complementary sessions: “Rotary’s
Tomorrow Depends on What We Do Today” and “Enhance
Your Rotary Legacy with U.S. Tax-Wise Gift Options.”
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.
The document provides information about campaigns and fundraising for Florida State University. It discusses the history of capital campaigns including "Investment in Learning" from 1991-1998 that raised $301 million, "FSU Connect" from 2000-2005 that raised $630 million, and the current "Raise the Torch" campaign from 2010-2018 with a billion dollar goal. It also provides financial details on support from different university organizations, endowment amounts, trends in charitable giving, and some of the largest donations to universities in 2013.
This webinar covered Rotary's polio eradication efforts. It discussed fundraising goals, advocacy activities, grant funding categories, the End Polio Now campaign, legacy planning, and Rotary's financial contribution. It outlined keys to fundraising success and monthly focuses for the third quarter. Performance indicators and the quarterly report were also reviewed. Districts were encouraged to give to polio eradication and provide feedback.
Intended for district leaders who are responsible for organizing
grant management seminars, this session will provide tips for
organizing and running a successful event in person or online.
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.
The document discusses various fundraising strategies and giving opportunities for Rotary's Annual Fund and Permanent Fund, including traditional and additional annual giving options, online and monthly giving programs, and term and permanent gifts that can be targeted to specific areas of focus, districts, or programs. It emphasizes that every Rotarian is key to fundraising success through leading by example, educating others, asking for contributions, and thanking donors.
Since the first contribution of $26.50, our Endowment
Fund has grown to more than $350 million in net assets
and $770 million in promises of future gifts. Learn how the
endowment continues to grow, how it is invested, how it
supports grants, and how we are working to strengthen its
impact over the Foundation’s second century of service.
Creating your personal legacy within the endowment
is covered in two complementary sessions: “Rotary’s
Tomorrow Depends on What We Do Today” and “Enhance
Your Rotary Legacy with U.S. Tax-Wise Gift Options.”
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.
The document provides information about campaigns and fundraising for Florida State University. It discusses the history of capital campaigns including "Investment in Learning" from 1991-1998 that raised $301 million, "FSU Connect" from 2000-2005 that raised $630 million, and the current "Raise the Torch" campaign from 2010-2018 with a billion dollar goal. It also provides financial details on support from different university organizations, endowment amounts, trends in charitable giving, and some of the largest donations to universities in 2013.
This webinar covered Rotary's polio eradication efforts. It discussed fundraising goals, advocacy activities, grant funding categories, the End Polio Now campaign, legacy planning, and Rotary's financial contribution. It outlined keys to fundraising success and monthly focuses for the third quarter. Performance indicators and the quarterly report were also reviewed. Districts were encouraged to give to polio eradication and provide feedback.
Intended for district leaders who are responsible for organizing
grant management seminars, this session will provide tips for
organizing and running a successful event in person or online.
Valley Gives Day Case Study Webinar 7.21.15RazooGiving
The document summarizes the Valley Gives crowdfunding campaign organized by the Community Foundation of Western Massachusetts over three years from 2012-2014. Some key points:
- Nonprofit and donor participation increased each year, with a 30% average growth in nonprofits and over 100% total growth in funds raised.
- Retention of nonprofits and donors was high, with over 90% of nonprofits and donors indicating they would participate again.
- Extensive training programs were developed each year and showed to correlate with fundraising success for participants.
- Matching grants were an effective way to increase donations, accounting for over a third of funds raised.
- The foundation saw the need to expand its
The Community Foundation for Greater Atlanta was founded in 1951 by Atlanta's four largest banks to serve as a permanent charitable resource for the metropolitan Atlanta region. It is now one of the largest community foundations in the country with over $700 million in assets across 1100 funds. The Foundation provides philanthropic services like donor advised funds and supports community initiatives and partnerships to address critical issues in the region. It aims to engage donors, strengthen the nonprofit sector, and advance the public good through grantmaking and other programs.
This document outlines strategies for Rotarian fundraisers to obtain major gifts for the Rotary Foundation's Endowment Fund. It introduces the speakers, who are experienced Rotarians and foundation leaders. They discuss identifying wealthy potential donors using Foundation reports and connections, cultivating donors by engaging them in club activities and special events, making asks for large gifts by connecting donors to meaningful causes, and stewarding donors by recognizing their contributions. The goal is to "take major gift strategies to the next level" and increase support for the Foundation's permanent endowment.
Reach Out To Africa (ROTA) is a Rotary International committee that works to enhance Rotary in Africa through service projects and partnerships with Rotary clubs and districts in other countries. Hear first-hand updates from volunteers from several regions and gain new perspective on establishing partnerships.
The Rotary Foundation Cadre of Technical AdvisersElizabeth Toms
Learn the important role that cadre members play in
advising grant applicants, ensuring proper stewardship
of Foundation funds, and promoting practices that lead to
stronger, more sustainable grant projects.
Stewardship: How The Rotary Foundation Works to Make the Most of Your Contrib...Rotary International
As a global organization operating in over 200 countries
and geographical areas and in 29 currencies, Rotary
takes stewardship of its funds very seriously. Learn how
The Rotary Foundation works to ensure that Rotarians’
donations reach project recipients efficiently to make
sustainable change.
AdNet - Nonprofit Research, Philanthropic Consulting, and Family Planning Rep...lpomara
January 22, 2014 AdNet Webinar: What tools, reports and summary frameworks are you using to report back to your donors? ur works consists of strategic planning sessions, family philanthropy retreats, end-of-year snapshots and nonprofit briefs … how do we most effectively report back to donors so that they fully experience the added value of our community knowledge and philanthropic expertise? Reports and strategy session summaries can take a lot of time and they can waver between the objective and the subjective. Some donors like it brief, like to dig into data, and clearly see a roadmap for progress. Other donors like to understand their values and motivations, understand their relationship to giving, see dynamic visuals, and involve family. If you are interested in learning how some other community foundations are structuring reports and creating consulting summaries, this is a webinar for you. [This webinar is an encore presentation from the 2013 AdNet Conference.] Adnet is the (www.adnetcf.org) premier professional organization for advancement professionals in the community foundation world.
The document provides an overview of The Rotary Foundation (TRF). It discusses the historical background and establishment of TRF. It outlines TRF's motto, mission, and administration compared to Rotary International. It describes TRF's programs, grants structure, qualification process, and areas of focus. It also discusses ways to support TRF through contributions, recognition levels, and fundraising events like Polio Days and the World's Greatest Meal to end polio.
This document discusses establishing and maintaining a successful Paul Harris Society. It provides an overview of the Paul Harris Society, which supports The Rotary Foundation by encouraging annual gifts of $1,000. Key aspects include appointing a Paul Harris Society Coordinator, promoting membership through materials like a brochure, utilizing Foundation support tools, and maintaining efforts like continual promotion, timely recognition, and annual reminders. The document encourages leveraging the Foundation's centennial year and using online donation options like Rotary Direct for recurring gifts. It aims to provide best practices for establishing and sustaining a strong Paul Harris Society.
08/31/2017 - District Governor Bill Biddleprofcyclist
1) The document outlines goals and plans for Rotary District 6780 for the 2017-2018 year, including raising funds for polio eradication, membership growth, leadership training, and local and international service projects.
2) Key goals include raising $100,000 for polio eradication efforts, adopting a research scientist, promoting satellite clubs and new members, providing leadership training, and supporting children, clean water, literacy, and disaster relief projects.
3) The district conference and participation in the international Rotary convention are highlighted as opportunities for fellowship and achieving the outlined goals.
How to Host a Million Dollar Dinner for the Rotary FoundationRotary International
The concept of a million-dollar dinner started in District
5110 (Oregon, USA) in 2004 and is spreading around the
world, bringing together people who commit to new gifts
of $10,000 or more. Are you ready to inspire your district
to take its Foundation fundraising to the next level? From
forming a committee and identifying prospective supporters
to event planning and promotion, you’ll learn how to produce
an unprecedented major gift campaign in your community.
Where do your Rotary dues go? Many of us are curious, so
let’s learn how paying your dues helps make it possible for
clubs, districts, and Rotary International to create lasting
change in our communities and the world.
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.
11/9/2017 - Gary Dills Rotary Foundationprofcyclist
This document provides information about Rotary Foundation giving clubs and recognition levels. It outlines three giving clubs - the 100% Foundation Giving Club, 100% EREY Club, and 100% Paul Harris Society Club. It also lists 16 Rotary clubs that have achieved 100% status for PHF Clubs. The document discusses ways to give including checks, cash, Rotary Direct, stock, and IRA distributions. It outlines levels of giving including becoming a Paul Harris Fellow and Major Donor. Recognition levels for Major Donors and bequests are provided. The document encourages gifts of any size and their impact. It describes opportunities for named funds, endowed global grants, endowed peace fellows, and contributions to ending polio.
Here are a few key points that compatibility with Rotary Peace Center objectives could entail:
- Alignment of the applicant's career goals, past experience, and proposed use of the fellowship with Rotary's focus on peacebuilding, conflict resolution, and international understanding.
- Potential to be an ambassador for Rotary and promote its ideals and programs after the fellowship.
- Likelihood that the applicant will take leadership roles in the peace and development field after completing the program.
- Fit between the applicant's interests/background and the specific focus/curriculum of the Rotary Peace Center they are applying to.
- Commitment to Rotary's values like promoting peace, fighting disease, providing clean water, sanitation
Presentation Given By Future Vision Committee Member Mark Daniel Maloney on Saturday 5 May, at the 2012 International Institute preconvention meeting in Bangkok.
The Rotary Foundation: Charitable arm of RotaryMichel Jazzar
The Rotary Foundation is a not-for-profit corporation that supports the efforts of Rotary International to achieve world understanding and peace through international humanitarian, educational, and cultural exchange programs. It is supported solely by voluntary contributions from Rotarians and friends of the Foundation who share its vision of a better world. Look at the foundation from a new angle. The foundation is seen differently in this updated presentation. How the foundation transforms gift to service?
The document provides tips for Rotary clubs to boost annual giving through effective storytelling. It discusses how storytelling can inspire donors by connecting them to how their donations enable grants that impact communities. Stories that highlight impactful grant projects and the people involved are most memorable. Sharing real stories from a club's district or global grants can increase donor retention and new donations. The document recommends collaborating with committees to research and share short, focused stories that showcase local impact and make a clear ask for support.
Best Practices To Strengthen Annual Fund GivingElizabeth Toms
Whether you’re a future club president, Rotary Foundation
committee chair, or just passionate about fundraising, this
session will teach you about the Annual Fund and how to
establish or promote a culture of philanthropy in your club.
We’ll discuss ways to encourage first-time donors and thank
and recognize people who give.
This document summarizes a 2013 Rotary International convention workshop on major gifts and Rotary's endowment. It discusses how individual contributions fund sustainable projects to address global needs. It outlines giving opportunities like outright gifts, pledges, and real estate. Panelists described endowed and term gifts to focus areas, and gift recognition levels for the Rotary Peace Centers and Arch C. Klumph Society. Bequest commitments and working with estate planners were also covered.
This document provides an overview and instructions for a nonprofit fundraising event called DoMore24. It discusses:
- The DoMore24 website and how nonprofits can create their own fundraising page.
- The registration process for nonprofits, including returning organizations logging back into their profiles.
- Tips for maximizing donations including setting fundraising goals, developing a donor strategy targeting different donor segments, recruiting fundraising ambassadors, and creating an outreach calendar.
- New features for the upcoming DoMore24 including advanced giving, hourly prizes, and updated leaderboards to increase friendly competition between organizations.
The document aims to help nonprofit representatives effectively utilize the DoMore24 platform and tools to drive donations on
During this webinar we will cover:
• How to encourage giving to Annual Fund, PolioPlus, and the Endowment Fund
• Setting goals for giving on Rotary Club Central
• Accessing & understanding information from key Foundation reports in My Rotary
Valley Gives Day Case Study Webinar 7.21.15RazooGiving
The document summarizes the Valley Gives crowdfunding campaign organized by the Community Foundation of Western Massachusetts over three years from 2012-2014. Some key points:
- Nonprofit and donor participation increased each year, with a 30% average growth in nonprofits and over 100% total growth in funds raised.
- Retention of nonprofits and donors was high, with over 90% of nonprofits and donors indicating they would participate again.
- Extensive training programs were developed each year and showed to correlate with fundraising success for participants.
- Matching grants were an effective way to increase donations, accounting for over a third of funds raised.
- The foundation saw the need to expand its
The Community Foundation for Greater Atlanta was founded in 1951 by Atlanta's four largest banks to serve as a permanent charitable resource for the metropolitan Atlanta region. It is now one of the largest community foundations in the country with over $700 million in assets across 1100 funds. The Foundation provides philanthropic services like donor advised funds and supports community initiatives and partnerships to address critical issues in the region. It aims to engage donors, strengthen the nonprofit sector, and advance the public good through grantmaking and other programs.
This document outlines strategies for Rotarian fundraisers to obtain major gifts for the Rotary Foundation's Endowment Fund. It introduces the speakers, who are experienced Rotarians and foundation leaders. They discuss identifying wealthy potential donors using Foundation reports and connections, cultivating donors by engaging them in club activities and special events, making asks for large gifts by connecting donors to meaningful causes, and stewarding donors by recognizing their contributions. The goal is to "take major gift strategies to the next level" and increase support for the Foundation's permanent endowment.
Reach Out To Africa (ROTA) is a Rotary International committee that works to enhance Rotary in Africa through service projects and partnerships with Rotary clubs and districts in other countries. Hear first-hand updates from volunteers from several regions and gain new perspective on establishing partnerships.
The Rotary Foundation Cadre of Technical AdvisersElizabeth Toms
Learn the important role that cadre members play in
advising grant applicants, ensuring proper stewardship
of Foundation funds, and promoting practices that lead to
stronger, more sustainable grant projects.
Stewardship: How The Rotary Foundation Works to Make the Most of Your Contrib...Rotary International
As a global organization operating in over 200 countries
and geographical areas and in 29 currencies, Rotary
takes stewardship of its funds very seriously. Learn how
The Rotary Foundation works to ensure that Rotarians’
donations reach project recipients efficiently to make
sustainable change.
AdNet - Nonprofit Research, Philanthropic Consulting, and Family Planning Rep...lpomara
January 22, 2014 AdNet Webinar: What tools, reports and summary frameworks are you using to report back to your donors? ur works consists of strategic planning sessions, family philanthropy retreats, end-of-year snapshots and nonprofit briefs … how do we most effectively report back to donors so that they fully experience the added value of our community knowledge and philanthropic expertise? Reports and strategy session summaries can take a lot of time and they can waver between the objective and the subjective. Some donors like it brief, like to dig into data, and clearly see a roadmap for progress. Other donors like to understand their values and motivations, understand their relationship to giving, see dynamic visuals, and involve family. If you are interested in learning how some other community foundations are structuring reports and creating consulting summaries, this is a webinar for you. [This webinar is an encore presentation from the 2013 AdNet Conference.] Adnet is the (www.adnetcf.org) premier professional organization for advancement professionals in the community foundation world.
The document provides an overview of The Rotary Foundation (TRF). It discusses the historical background and establishment of TRF. It outlines TRF's motto, mission, and administration compared to Rotary International. It describes TRF's programs, grants structure, qualification process, and areas of focus. It also discusses ways to support TRF through contributions, recognition levels, and fundraising events like Polio Days and the World's Greatest Meal to end polio.
This document discusses establishing and maintaining a successful Paul Harris Society. It provides an overview of the Paul Harris Society, which supports The Rotary Foundation by encouraging annual gifts of $1,000. Key aspects include appointing a Paul Harris Society Coordinator, promoting membership through materials like a brochure, utilizing Foundation support tools, and maintaining efforts like continual promotion, timely recognition, and annual reminders. The document encourages leveraging the Foundation's centennial year and using online donation options like Rotary Direct for recurring gifts. It aims to provide best practices for establishing and sustaining a strong Paul Harris Society.
08/31/2017 - District Governor Bill Biddleprofcyclist
1) The document outlines goals and plans for Rotary District 6780 for the 2017-2018 year, including raising funds for polio eradication, membership growth, leadership training, and local and international service projects.
2) Key goals include raising $100,000 for polio eradication efforts, adopting a research scientist, promoting satellite clubs and new members, providing leadership training, and supporting children, clean water, literacy, and disaster relief projects.
3) The district conference and participation in the international Rotary convention are highlighted as opportunities for fellowship and achieving the outlined goals.
How to Host a Million Dollar Dinner for the Rotary FoundationRotary International
The concept of a million-dollar dinner started in District
5110 (Oregon, USA) in 2004 and is spreading around the
world, bringing together people who commit to new gifts
of $10,000 or more. Are you ready to inspire your district
to take its Foundation fundraising to the next level? From
forming a committee and identifying prospective supporters
to event planning and promotion, you’ll learn how to produce
an unprecedented major gift campaign in your community.
Where do your Rotary dues go? Many of us are curious, so
let’s learn how paying your dues helps make it possible for
clubs, districts, and Rotary International to create lasting
change in our communities and the world.
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.
11/9/2017 - Gary Dills Rotary Foundationprofcyclist
This document provides information about Rotary Foundation giving clubs and recognition levels. It outlines three giving clubs - the 100% Foundation Giving Club, 100% EREY Club, and 100% Paul Harris Society Club. It also lists 16 Rotary clubs that have achieved 100% status for PHF Clubs. The document discusses ways to give including checks, cash, Rotary Direct, stock, and IRA distributions. It outlines levels of giving including becoming a Paul Harris Fellow and Major Donor. Recognition levels for Major Donors and bequests are provided. The document encourages gifts of any size and their impact. It describes opportunities for named funds, endowed global grants, endowed peace fellows, and contributions to ending polio.
Here are a few key points that compatibility with Rotary Peace Center objectives could entail:
- Alignment of the applicant's career goals, past experience, and proposed use of the fellowship with Rotary's focus on peacebuilding, conflict resolution, and international understanding.
- Potential to be an ambassador for Rotary and promote its ideals and programs after the fellowship.
- Likelihood that the applicant will take leadership roles in the peace and development field after completing the program.
- Fit between the applicant's interests/background and the specific focus/curriculum of the Rotary Peace Center they are applying to.
- Commitment to Rotary's values like promoting peace, fighting disease, providing clean water, sanitation
Presentation Given By Future Vision Committee Member Mark Daniel Maloney on Saturday 5 May, at the 2012 International Institute preconvention meeting in Bangkok.
The Rotary Foundation: Charitable arm of RotaryMichel Jazzar
The Rotary Foundation is a not-for-profit corporation that supports the efforts of Rotary International to achieve world understanding and peace through international humanitarian, educational, and cultural exchange programs. It is supported solely by voluntary contributions from Rotarians and friends of the Foundation who share its vision of a better world. Look at the foundation from a new angle. The foundation is seen differently in this updated presentation. How the foundation transforms gift to service?
The document provides tips for Rotary clubs to boost annual giving through effective storytelling. It discusses how storytelling can inspire donors by connecting them to how their donations enable grants that impact communities. Stories that highlight impactful grant projects and the people involved are most memorable. Sharing real stories from a club's district or global grants can increase donor retention and new donations. The document recommends collaborating with committees to research and share short, focused stories that showcase local impact and make a clear ask for support.
Best Practices To Strengthen Annual Fund GivingElizabeth Toms
Whether you’re a future club president, Rotary Foundation
committee chair, or just passionate about fundraising, this
session will teach you about the Annual Fund and how to
establish or promote a culture of philanthropy in your club.
We’ll discuss ways to encourage first-time donors and thank
and recognize people who give.
This document summarizes a 2013 Rotary International convention workshop on major gifts and Rotary's endowment. It discusses how individual contributions fund sustainable projects to address global needs. It outlines giving opportunities like outright gifts, pledges, and real estate. Panelists described endowed and term gifts to focus areas, and gift recognition levels for the Rotary Peace Centers and Arch C. Klumph Society. Bequest commitments and working with estate planners were also covered.
This document provides an overview and instructions for a nonprofit fundraising event called DoMore24. It discusses:
- The DoMore24 website and how nonprofits can create their own fundraising page.
- The registration process for nonprofits, including returning organizations logging back into their profiles.
- Tips for maximizing donations including setting fundraising goals, developing a donor strategy targeting different donor segments, recruiting fundraising ambassadors, and creating an outreach calendar.
- New features for the upcoming DoMore24 including advanced giving, hourly prizes, and updated leaderboards to increase friendly competition between organizations.
The document aims to help nonprofit representatives effectively utilize the DoMore24 platform and tools to drive donations on
During this webinar we will cover:
• How to encourage giving to Annual Fund, PolioPlus, and the Endowment Fund
• Setting goals for giving on Rotary Club Central
• Accessing & understanding information from key Foundation reports in My Rotary
The proposed project seeks $500 to develop a reading garden at Little Mill Middle School Media Center in Cumming, Georgia. The garden would be planted with native species appropriate for the site's red clay soil and drought conditions. It would serve educational purposes for the school's science classes and provide an outdoor space for reading, classes, and club activities. The project coordinator has gardening experience and will work with student clubs, teachers, and parents to develop and maintain the garden. It would cover ecological concepts and be used across the curriculum. Upon completion, the garden is intended to benefit the 852 students and 90 teachers at the school.
Attachments Are Where It’s At! - Best Practices in Grant AttachmentsBloomerang
https://bloomerang.co/webinars-events/
Grant reviewers often look at a grant budget before they ever read the beautiful words you took hours to write. Are your attachments helping you get the grant or making it easy for a funder to say “no?”
Join this webinar with Megan Ferry, Consultant, Nonprofit Navigators, to learn about standard grant attachments and what funders are looking for with each type, including specifics on budgets, audits, major funder lists, key personnel, and board lists.
This document summarizes a webinar about fundraising tips for microprojects on the GlobalGiving fundraising platform. It provides statistics on past fundraising through the site and outlines tips from two nonprofit organizations, City Year and Leadership Initiatives. These tips include personally engaging donors on social media, identifying advocates, making donations easy, showing impact, and frequent thanking of supporters. The webinar also reviewed upcoming campaigns and the process for organizations to receive donations, enter new projects, and edit existing projects on the site.
Giving Days & the Great Canadian Fundraising Landscape hjc
This week, hjc and Kimbia presents Giving Days & the Great Canadian Landscape webinar. Register for this webinar to learn:
- What is a Giving Day, and why your nonprofit should start now
- The state of the Canadian Fundraising landscape
- Real life case studies and how to benchmark yourselves
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.
2012 april international service 101 by ron kelemen stew martin v3d5100wcs
This document provides information to Rotary clubs on getting started with international service projects. It discusses:
1) The goal of having every club participate in at least one international activity or matching grant project each year to support one of Rotary's six areas of focus.
2) Examples of past district projects that have helped thousands of people worldwide.
3) The four ways clubs can fund projects, including direct donations, district simplified grants, matching grants, and foundations/corporations.
4) Steps clubs can take to develop international service projects, such as collaborating with other clubs, researching community needs, and attending district workshops for support and guidance.
With 17 weeks left until Giving Tuesday, the time to start planning your End of Year campaign is now. Our fundraising and user experience experts discuss tips, trends, and strategies to jump-start your End of Year planning.
The document summarizes the State Farm Youth Advisory Board (YAB). The YAB is a group of 30 youth from the US and Canada who manage a $5 million annual grant program. They review grant applications and make funding decisions. Grants of $25,000-$100,000 are awarded to organizations that focus on youth-led service learning projects related to driver safety, education, financial literacy, disaster preparedness, or the environment. Successful grants demonstrate youth involvement, address community needs, incorporate sustainability, and include plans for publicity and engagement with State Farm and the YAB.
A webinar from NARP
Event date: 05/29/2013 01:00 PM - 02:00 PM Eastern time zone
Speakers:
Mikki Anaya, Coordinator of the Southwest Rural Policy Network
Mikki has worked for over 15 years raising funds in her various capacities including as Executive Director of a not-for-profit organization and as the Production Manager for some of northern New Mexico's largest fundraising events. Through the years as the economy changed so has the fundraising landscape changed. Always interested in what is next and new in the fundraising arena, Mikki spends time studying various fundraising modalities and implementing practices learned.
This Webinar is provided by the National Consumer Law Center.
This document provides guidance on developing a donor strategy and outreach plan for a 24-hour giving campaign called "Do More 24". It discusses segmenting donors into groups like board members, top donors, mid-level donors, and prospects. For each segment, it recommends strategies like leveraging board leadership gifts, scheduling face-to-face donor meetings, and implementing an ambassador program. The document also provides a sample outreach calendar counting down to and following the giving day, with multiple reminder emails and social media updates. The goal is to engage each donor segment through personalized outreach and motivate them to participate in and help spread awareness of the campaign.
2012 April International Service 101 by Ron Kelemen and Stew Martind5100wcs
This document provides information to Rotary clubs on getting started with international service projects. It discusses:
1) The goal of having every club participate in at least one international activity or matching grant project each year to support one of Rotary's six areas of focus.
2) Examples of past projects showing the impact of providing clean water, education, health care and more to thousands of people.
3) The four ways clubs can fund projects, including direct donations, district simplified grants, matching grants, and partnering with other organizations.
4) Resources and guidelines available to help clubs properly plan, fund, execute and report on international service projects.
District Strategic Planning in Zones 30 and 31: A Process for Successful Mul...Rotary International
The document outlines a sample agenda and materials for a Rotary district strategic planning meeting. It includes sections on assessing the current district, identifying strengths and opportunities, developing key initiatives, and assigning champions to implement initiatives over the next 1-3 years. Sample materials include a district assessment checklist, brainstorming templates, and a summary of outcomes template to track initiatives, timelines, and responsibilities. The goal is to provide districts with an effective process for multi-year strategic planning.
NEPR had a successful year in 2012 with growth in individual donors, fundraising revenue, and underwriting revenue. Key accomplishments included hiring new staff, hosting community events, and partnering with local organizations on fundraising campaigns. The station also launched a new "Good Thinking" marketing campaign and audio archive called AudioFiles. Looking ahead, NEPR's goals for 2013 focus on growing the sustaining partner program, increasing major and planned giving, expanding social media presence, and continuing to improve marketing and communications across the region.
DIY Summit Peer-to-Peer Professional Forum ConferenceCharity Dynamics
The document summarizes a DIY summit that discusses strategies for do-it-yourself fundraising events. It notes that DIY events are expected to grow 20% on average and outlines strategic goals of donor engagement, revenue growth, and wider recruitment. It also discusses different DIY models, considerations for selecting a model, projecting revenue potential from different audiences, and key performance indicators to track for DIY programs.
The document provides information about Valley Gives, a fundraising campaign that raises money for nonprofits in the Pioneer Valley region. It discusses the goals of expanding philanthropy and helping organizations raise funds. Since 2012, Valley Gives has raised over $5.8 million from 24,000 donors for 559 nonprofits. The document then gives instructions for nonprofits to register and manage their organizational pages on the Valley Gives website. It provides tips for organizations to engage donors through stories, images, fundraising goals, and matching grants.
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.
Similar to Rotary Grants Management Seminar 2015 February (20)
Suzanne Lagerweij - Influence Without Power - Why Empathy is Your Best Friend...Suzanne Lagerweij
This is a workshop about communication and collaboration. We will experience how we can analyze the reasons for resistance to change (exercise 1) and practice how to improve our conversation style and be more in control and effective in the way we communicate (exercise 2).
This session will use Dave Gray’s Empathy Mapping, Argyris’ Ladder of Inference and The Four Rs from Agile Conversations (Squirrel and Fredrick).
Abstract:
Let’s talk about powerful conversations! We all know how to lead a constructive conversation, right? Then why is it so difficult to have those conversations with people at work, especially those in powerful positions that show resistance to change?
Learning to control and direct conversations takes understanding and practice.
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Come learn more on how to become a real influencer!
XP 2024 presentation: A New Look to Leadershipsamililja
Presentation slides from XP2024 conference, Bolzano IT. The slides describe a new view to leadership and combines it with anthro-complexity (aka cynefin).
This presentation by OECD, OECD Secretariat, was made during the discussion “Competition and Regulation in Professions and Occupations” held at the 77th meeting of the OECD Working Party No. 2 on Competition and Regulation on 10 June 2024. More papers and presentations on the topic can be found at oe.cd/crps.
This presentation was uploaded with the author’s consent.
This presentation, created by Syed Faiz ul Hassan, explores the profound influence of media on public perception and behavior. It delves into the evolution of media from oral traditions to modern digital and social media platforms. Key topics include the role of media in information propagation, socialization, crisis awareness, globalization, and education. The presentation also examines media influence through agenda setting, propaganda, and manipulative techniques used by advertisers and marketers. Furthermore, it highlights the impact of surveillance enabled by media technologies on personal behavior and preferences. Through this comprehensive overview, the presentation aims to shed light on how media shapes collective consciousness and public opinion.
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Carrer goals.pptx and their importance in real lifeartemacademy2
Career goals serve as a roadmap for individuals, guiding them toward achieving long-term professional aspirations and personal fulfillment. Establishing clear career goals enables professionals to focus their efforts on developing specific skills, gaining relevant experience, and making strategic decisions that align with their desired career trajectory. By setting both short-term and long-term objectives, individuals can systematically track their progress, make necessary adjustments, and stay motivated. Short-term goals often include acquiring new qualifications, mastering particular competencies, or securing a specific role, while long-term goals might encompass reaching executive positions, becoming industry experts, or launching entrepreneurial ventures.
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This presentation by Professor Alex Robson, Deputy Chair of Australia’s Productivity Commission, was made during the discussion “Competition and Regulation in Professions and Occupations” held at the 77th meeting of the OECD Working Party No. 2 on Competition and Regulation on 10 June 2024. More papers and presentations on the topic can be found at oe.cd/crps.
This presentation was uploaded with the author’s consent.
1. District Grants Management Seminar Page 1
Grants Management Seminar
District 7730
Innovative Ways to Transform Lives
2. District Grants Management Seminar Page 2
Five Concepts of Rotary Grants
to Change Lives
• Compassion
• Passion
• Story
• Friendships
• Team
3. District Grants Management Seminar Page 3
Six Grant Areas of Focus
Water Disease
and Maternal & Prevention
Sanitation Child Health & Treatment
4. District Grants Management Seminar Page 4
Goodwill Basic Education
and Peace and Literacy
Economic &
Community
Development
Six Grant Areas of Focus
5. District Grants Management Seminar Page 5
First Easy Steps on all Grants
• One sentence title for grant
• Write one-paragraph overview use in email
• Write one-page summary
• Find a picture that “tells the story”
• Use District Grants Team to:
– Ask for help at idea stage to final report
– Get “Fast Start” package
– Achieve goal to transform the world
6. $198,809
50% SHARE 50%
District Designated Funds TRF World Fund
$99,404* $99,404
D7730 District Designated Funds 2015-2016
Annual Fund Gifts in 2012-2013
*Can go up due to earnings from endowed fund share.
7. $198,809
50% SHARE 50%
District Designated Funds TRF World Fund
$99,404 $99,404
45%** 10% 5% 40%
$44,702 $9,702 $5,000 $40,000
District Polio Paul Global Match from TRF
Grants Plus Harris Grants
**(Includes contingency of $9,910.)
Matches
100% of District $
50% of Club $
D7730 District Designated Funds 2015-2016
Annual Fund Gifts in 2012-2013
8. District Grants Management Seminar Page 8
Rotary Foundation is
best charity in world
• Rotarians are the secret
• We make sure the money is well spent
on local and international projects
• Our overhead costs are low
• Rotary invests funds for 3 years
• Strong reputation
• Trust and goodwill are earned
9. District Grants Management Seminar Page 9
D7730 Foundation Team
Audit Committee
William Page
Bevin Wall
Jeannette Woodruff
Foundation
Advocates
Steve Hellersperk
Glenn Spradling
Beth Steelman
Gene Allen
Ike Eisenbarth
Steve Paes
Nancy Barbee
Polio Plus
Bill Walker
DG Dave Baggett
DRFC
Lee Dixon
District Grants
Dale Smith
Global Grants
Nancy Barbee
Scholarships
Magda Baggett
VTT/GSE
John Scibal
Treasurer
Will Rogers
Annual Giving
John Mohr
Major Gifts
Permanent Fund
Johnny Robertson
Paul Harris Society
Mark Lynch
Club Presidents and Club Foundation
Chairs
11. District Grants Management Seminar Page 11
• Budget is $34,791
• In 2015-2016 District Grants fund:
Local projects
International projects
Paul Harris Society grants
Contingency projects
District Grants
12. District Grants Management Seminar Page 12
District 7730 Grant Award tied
to Club Per Capita Giving
Per Capita Giving
$ 25 - $ 49
$ 50 - $ 99
$100 - $200
Over $200
District Grant Match
$ 750
$1,000
$2,000
$2,500
13. District Grants Management Seminar Page 13
Paul Harris Society Grant
• Encourages club to promote $1,000 gift to
Rotary Foundation by club member
• Need 1 new Paul Harris Society member
• $500 grant from District 7730
• No match required from club
• Goal is to give out 10 grants this year
• Can be used for any purpose
14. District Grants Management Seminar Page 14
Current District 7730 Projects
• Economic development – job training for
incoming jobs and mentoring
• Disease Prevention – hospice, pediatric play
equipment at hospital, football helmets,
veteran fly fishing, wastewater education
• Hunger – food pantries, school “back pack”
programs and planting beds
15. District Grants Management Seminar Page 15
Current District 7730 Projects
• Education & Literacy – reading programs for
kids & adults, Puerto Rico class rehabs, 4-way
test signs, dictionaries, media center, youth
exchange allowance and reading room books
• Community development – aquarium, paint,
soccer goals, landscaping, woodworking shop,
town park, Boy Scouts, furniture, walking trails
and poverty education
• Environment – Pelican rescue
16. District Grants Management Seminar Page 16
District Grants Next Year
• Apply at rotary7730.org. Sign into Dacdb
and select grants
• Rough draft due by PETS Training
• Deadline is June 1, 2015
• Want all clubs to apply
• Easy online two-page application form
• Goal to receive funds by August 2015
17. District Grants Management Seminar Page 17
• Civic organizations
• Churches & other faith based groups
• Rotary Clubs that are close to home
• Interest groups such as “Friends of River”
• Hands-on youth and adults in 20’s & 30’s
• City and County government
• Parks & Recreation department
• Use district grant as recruiting tool
Key Partners on a District Grant
18. District Grants Management Seminar Page 18
Designing District Grant
• Develop project name, start & end dates
• Create budget
• Describe project (300 words or less)
• Describe benefit to the community
• Describe the publicity plan
• Who are partners/cooperating
organizations?
19. District Grants Management Seminar Page 19
Research District Project Idea
• Ask District Grants team for feedback
• Find subject matter expert on playgrounds
• Contact several playground salespeople
• Visit playgrounds and learn what kids like
• What are the unknown costs?
• Does our club like this kind of project?
• Does it have a hands-on component?
20. District Grants Management Seminar Page 20
Potential Playground
Sale Price $ 9,488 Regular Price
Reg Price $15,938 $16,700
21. District Grants Management Seminar Page 21
Develop Grant Budget
$2,500 – District Match
$2,500 – Club match
$10,000 – Discounts, free labor & donations
$8,000 – Lions Club matching grant
$2,000 – Parks & Recreation Department
$4,000 – Church & private contributions
$28,000 – Value for Playground Built
22. District Grants Management Seminar Page 22
Start Early & Take Photos
• Start project with club match as soon as
district grant is approved with club funds
• Take photos of project and post them on:
– Club website, Email, Facebook & Twitter
– District and club newsletters
– Local newspaper and TV
– Don’t forget to include them on final report!
• Get the final report done quickly
23. District Grants Management Seminar Page 23
Get District Project Done!
• District can’t get next grant (‘15-’16) without
closing grant from this year (‘14-’15)
• Your Rotary Club can’t apply for next year’s
grant without final report done
• Scan or photograph and keep receipts
• Final report due two months after completion
• Need to finish project in 10 to 12 months
24. District Grants Management Seminar Page 24
Did you remember the sign?
Biggest reason for growth around world…
26. District Grants Management Seminar Page 26
Online District Grant
Management
Instructions to use
www.rotary7730.org
27. District Grants Management Seminar Page 27
Entering a Draft Grant
• The preparer of the grant must be a level 3 or higher to see the Grants tab. If the club member is not a level 3,
please change them to a level 3 to work on the grant
• Two club members need to sign off on the grant before it is submitted for approval. The club must be Grant
Certified. Both members must be a level 3 to access the grants tab. Again if the member is not a level 3
change them to a level 3 to work on the grant
• Log into the District Database
• Click on the Grant’s tab
• Click on the Club Grants
28. District Grants Management Seminar Page 28
Entering a Draft Grant
• Change Org Year if it does not display the correct Rotary Year
• Once the correct year is selected, click on New Grant
Request – Club’s Click Here to Create Grant
29. District Grants Management Seminar Page 29
Entering a Draft Grant
• There are three pages to complete on the New Grant Request,
– Details
– Contacts
– Application
• Details
– This page contains general information about the grant. Simply complete each field. Nothing
can be left blank. Give a brief description regarding the project. If there is more than one club
involved in the project, you will move those clubs over to the right side of the page
– IMPORTANT: The Title of the Grant is limited to 30 characters including spaces. The Country
is limited to 50 characters including spaces. The City is limited to 50 characters including
spaces.
30. District Grants Management Seminar Page 30
Entering a Draft Grant
• Contacts
– This is a list of the individuals in your club who are working on the grant and are responsible for collecting
receipts, money, closure etc.. Simply move the names from the left to the right side. Two names are
required. These individuals will also be the club signers of the grant.
• Application
– This is the application page. Each section must be completed and the
two boxes at the bottom need to be checked. Please make as detailed
as possible. The project objectives will automatically appear on the final
report so be very careful when entering this information and make it as
thorough as possible.
31. District Grants Management Seminar Page 31
Accepting terms & guidelines
• Check the two boxes on the bottom of the application
• Click on Save—your draft is now saved
• You will now see a new menu bar on the top
32. District Grants Management Seminar Page 32
Entering a Draft Grant
• A complete budget is required. This can be in any format, Excel, Word, or
PDF. The budget should include a list of the expenditures and any funds you will be receiving from other sources.
Include the name of the source and the amount you will be receiving. The expenditures should include an
itemized list of materials, quotes, anything that will back up your total budget entered on the details page. You can
then go back into the grant, select edit, select the document tab, click on add file or folder, use the browse to
select the file from your computer and save. Once your grant is approved, you will actually enter the funding you
receive along with all the expenses on the budget tab.
• From the menu click on the Documents tab.
• You can add documents by clicking on upload file or add a folder and then upload files in that folder
• Browse your computer for the file and click on add
33. District Grants Management Seminar Page 33
Saving a Draft Grant
• At this point, SAVE your grant. You can
never save too often!
• If you are unhappy with the grant, go back to the grant,
put a check mark in the box next to the grant and select
the delete button and start all over again.
• If you are happy with the grant, now you collect the club
signatures and submit the grant for approval.
34. District Grants Management Seminar Page 34
Signing & Submitting a Grant
• You and the members of your club are satisfied with the grant and you are now ready to submit it for approval.
• Once again, each club needs to have two signatures. The two individuals who prepared the grant will also be the
signers of the grant.
• Signer one will click on edit grant (the pencil)
• He/she will click on Club: Collect Club Signatures
• The following message will appear
• Then he/she will click OK. Then click on Club: Collect Club Signatures again. A new box will appear that says
“Sign Grant”
35. District Grants Management Seminar Page 35
Signing & Submitting a Grant
• Once they sign the grant the status bar will change to Club:Sign Grant Application. You can revert to draft at this
time if necessary and start all over again.:
• The second signer is now ready to sign the grant. They will not follow the same steps as above. Edit the grant,
click on Club:Sign Grant Application. The club signature box will appear again, but this time they will see the first
signer’s name and date on the box, then they will click on Sign.
•
• The second signer will now submit the grant for approval
• The status of your grant will now say “Submitted Grant for District Approval”
36. District Grants Management Seminar Page 36
Signing & Submitting a Grant
• The District will now review the grant. You can no longer make any
edits to the application. However, you can add additional
documents to the grant and add information to the expense tab.
You can also “revert back to draft” if you need to start all over.
• If the District requires more information you will receive a note from
the District Grant Chair. The grant will be changed back to a draft if
additional information is needed. You can then add the additional
information and resign the grant.
• If you need technical assistance, contact Lin Kelly at
lin@linkelly.com or by cell at 910-393-7154
37. District Grants Management Seminar Page 37
District Grant Handouts
• Report of district grants for current year
• Online grant application
• Past district grants are online at
www.rotary7730.org grants
• Questions?
38. District Grants Management Seminar Page 38
District Grant Final Report
Using www.rotary7730.org
Dacdb grants tab
39. District Grants Management Seminar Page 39
Completing the Final Report
• Go to the District Database
• Click on the Grants Tab
• Click on Club Grants
40. District Grants Management Seminar Page 40
Completing the Final Report
• Click on the edit button (pencil) of the grant you
wish to complete
• First, click on the budget tab and make sure all
of your expenses and income amounts match
the amounts you will submit to the District.
41. District Grants Management Seminar Page 41
Completing the Final Report
• Scan photos of the project, all receipts and
copies of any checks you may have received
and save them as jpg files and upload them to
the documents file. THIS IS MANDATORY. If
you need help with this contact Lin Kelly
42. District Grants Management Seminar Page 42
Completing the Final Report
• Click on the Final Report Report Tab
• Our District will only use the Final Report
43. District Grants Management Seminar Page 43
Completing the Final Report
• Complete items 2, 4, 5 and 6. Items 1 and 3 are
filled in automatically. You cannot leave any of
this information blank.
• Your photos and receipts will automatically
appear under the photo and receipt section if
you saved them under the documents as a jpg
file. If you need help with this please contact Lin
Kelly
44. District Grants Management Seminar Page 44
Completing the Final Report
• The Final Report must be completed by one of
the two individuals in the club who prepared the
grant request.
• When you are finished with the final report, click
on the “Save Final Report” to save your work.
• The two individuals who signed the grant
request will need to sign the “Final Report”.
45. District Grants Management Seminar Page 45
Completing the Final Report
• After you save the final report you are ready to
sign it. The first Club Signer will click on the edit
button, go to the Final Report and click on “Club
- Collect Final Signatures”
• Then click on “Club: Sign Final Report”
46. District Grants Management Seminar Page 46
Completing the Final Report
• A new box will appear, click on sign grant
47. District Grants Management Seminar Page 47
Completing the Final Report
• The second signer of the grant will now go to the
database and click on the pencil to edit the
grant. They will click on the “Club: Sign Final
Report” button
• The sign grant box will appear, they click on
“Sign Grant”
48. District Grants Management Seminar Page 48
Completing the Final Report
• The second signer will then click on “Submit
Final Report”
• The status of your grant will now be changed to
“Submitted final Report for District Approval”
49. District Grants Management Seminar Page 49
Completing the Final Report
• The 3 person audit committee will review
the final report. If the report is approved,
the District Governor and Foundation
Chair will close the grant and submit your
reimbursement check to your club.
52. District Grants Management Seminar Page 52
• Minimum project budget is $30,000.
• Partner with other clubs in other districts
• Must align with our six areas of focus
• Need long-term impact of project
• Grant managed by Rotary Foundation
• International in scope
• Partner with multiple civic organizations
Global Grants are BIGGER!
53. District Grants Management Seminar Page 53
• Rewarding and Challenging
• First way to get involved is to give money
• Next way is to volunteer to help with global
grant project from another club
• Requires teamwork from multiple clubs
• Grants team has a “Fast Start” Package
Global Grants
54. District Grants Management Seminar Page 54
• We no longer want to give
something with no value
• The community leaders
need to take lead with
ideas, time and money
• The community needs to
be able to say “We did it!”
not just Rotary did it.
Charity versus Empowerment
55. District Grants Management Seminar Page 55
Key Terms for Grants
• Host Partner Overseas Rotary Club
• International Partner Lead US Rotary Club
• Primary Contact Grant project leader
• Supplier/Contractor Business selling goods/services
• Project Budget Costs to get it done
• Project Financing Source of funding for budget
• Cooperating Organization Government/charitable groups
• Terms & Conditions Requirements for grant
• Authorizations Approvals needed for grant
56. District Grants Management Seminar Page 56
Takes time to build friendships and goodwill
with host Rotarians
It is their hometown and home country
Know the needs of their community like we
do in America
It is a requirement of Rotary Foundation to
have partnership between two Rotary Clubs
Americans don’t have all of the answers
Host Partner Rotary Club
Has Good Ideas!
57. District Grants Management Seminar Page 57
Grants Designed Jointly to
Fund Win-Win Projects
• Needs to be win-win project designed
jointly with the host club
• Respond to real needs identified locally
• Designed so the community can help itself
• Active Rotary Involvement & Partnerships
• Good communication is key
58. District Grants Management Seminar Page 58
Assess Long-term Needs
• Talk to Everyone. Get ideas and buy-in
across community leaders
• Trust local knowledge & ways of working
• Choose a project that is based on the
community’s need over the long-term
• Assess your club’s resources and
availability and its potential partners to
meet the need
59. District Grants Management Seminar Page 59
Community Assessment is Key
• Don’t skip this step
• Some information such as population can
be found from formal sources
• Short surveys can be used to ask
questions to strengthen grant
• Make asset inventory & map community
• Meet community and county leaders
• Understand seasonal impact to project
60. District Grants Management Seminar Page 60
Community Assessment Tools
• Asset inventory
• Survey
• Community mapping
• Daily activities schedule
• Seasonal calendar
• Community café
• Focus group and panel discussion
• See Rotary 605c Rotary assessment info
61. District Grants Management Seminar Page 61
Asset Inventory for Water Project
• Where are existing wells and boreholes?
• Do people fetch water from river or pond?
• How many people need to drink water?
• Can community fund repair?
• Is there a committee to maintain wells?
• Is community willing to lead the effort?
• Who are leaders in village and district level
who can lead effort?
62. District Grants Management Seminar Page 62
Funding Clubs in our area or district
Funding Clubs & Districts around world
Rotary Foundation country coordinator
Partner with US and international Rotarians
with expertise and knowledge
Governmental organizations
Charitable organizations
Churches and other faith based groups
Key Partners in Global Grant
63. District Grants Management Seminar Page 63
Project Planning
Form at least a six-person grant team
Assign roles
Determine primary contacts
Set measurable and sustainable goals
Create a budget
Create an implementation plan
Identify cooperating organization to help
64. District Grants Management Seminar Page 64
Teamwork is Essential
Key roles on Global Grant Project
Project Lead
Grant Writer or Rotary Primary Contact
Grant Champion
Guru
Treasurer
Liaison
Reporter (PR & social media)
Volunteer Coordinator
65. District Grants Management Seminar Page 65
Global Grant Funding
1. Contributions from Various Clubs $ 8,600
2. District Match ($1:$1) $ 8,600
3. Rotary Foundation Match
Match of Club Funds ($.50:$1) $ 4,300
Match of District Funds ($1:$1) $ 8,600
Total Funding $ 30,100
66. District Grants Management Seminar Page 66
Increasing Productivity
• Use “Fast Start” Tools in Dropbox
• Write grant application using Word template
• Develop budget in Excel template
• Read sample documents for inspiration
• Get all team members to use Dropbox to
• Increase collaboration and productivity
• Reduces duplication of effort
• Biggest benefit with larger teams
67. District Grants Management Seminar Page 67
Managing the Global Grant
• Make sure money is well spent
• Do what was promised
• Help the beneficiaries to achieve their goal
• Fulfill “team” objectives
• Build friendships
• Keep talking to team
• Keep your word
68. District Grants Management Seminar Page 68
Being a good steward
Stewardship is the responsible management
and oversight of grant funds, including:
• Rotarian supervision of project
• Following standard business practices
• Report financial problems to Rotary Foundation
• Implementing projects as approved
• Financial records review
• Timely submission of reports
69. District Grants Management Seminar Page 69
Handling the Contributions
• Get pledges for projects initially
• Send funds to Foundation quickly
• Give credit to actual donors and groups
• Rotary Foundation Transmittal Form can be
found under Reports in DACDB
• Credit card payments to grants can be
made https://www.rotary.org/myrotary under
Give to Foundation Approved Project
70. District Grants Management Seminar Page 70
Your Financial Commitments
• Don’t give money to governmental or other
non-profits organizations to manage
• Host & US clubs must work together
• Be good steward of grant funds
• Avoid for conflict of interest
• Be able to look donors in the eye at the end
• It is joint responsibility to help the most
people with the best use of the grant funds
71. District Grants Management Seminar Page 71
Principles of Sustainability
Local funding keeps going after grant
money is spent
Long term benefit from grant is key
Economic, cultural, social & resources
Optimal use of local resources
Impact as many people as possible
Training is valued to sustain efforts
Use input and skills of other groups
72. District Grants Management Seminar Page 72
72
Don’t Forget Training
• Training has become one of the most
important aspects of approving a grant
• Need to include funding for training
• Need training plan, schedule and sample
training material
• Look for partners to do training
• Skip training and may lose grant approval
73. District Grants Management Seminar Page 73
Applying for Global Grants
• First Step is to use Word & Excel
Templates
• Get feedback from Grants Team
• Next step is to submit grant application
through Rotary member access
• Must involve two or more Rotary Clubs
• District must confirm club is qualified
74. District Grants Management Seminar Page 74
Global Grant Website
• Hard to find online
• Use grants.rotary.org in browser
• Enter email address and password
• Click on Global Grant on left side of page
• Use the online training to get familiar with
global grants
• Be patient
75. District Grants Management Seminar Page 75
Global Grant Reports Content
• How both Rotary Clubs were involved
• Type of activity: humanitarian project,
scholar, vocational training team
• Evaluation of project goals and how funds
met the goals of the area(s) of focus
• How funds were spent
• Number of beneficiaries and how they
benefited
76. District Grants Management Seminar Page 76
Giving to Rotary Foundation
• Encourage Rotarians to give every year
• 1st Goal: Sustainer – give $100 per year
• 2nd Goal: Paul Harris Fellow – $1,000
• 3rd Goal: Paul Harris Sustainer $1,000/year
• Give to PolioPlus
• Give to Annual Fund – Share
• Send contributions at least every quarter
• Best charity in world because of Rotarians
77. District Grants Management Seminar Page 77
Online Global Grant
Management
Instructions to use
Grants.rotary.org
78. District Grants Management Seminar Page 78
Handouts
Look for the Dropbox web site for our handouts.
1. Club Memorandum of Understanding
2. Today’s PowerPoint on district web site.
3. Application for District Grant Grant
Management Manual
Thank You for All You do for Rotary and the World!