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 outlines plans by Opportunity International to enhance its donor experience and fundraising efforts through its Board of Governors program. It proposes more personalized donor treatment based on giving levels, streamlined communication, tailored impact reporting, and regional events to deepen donor engagement. The goal is to increase fundraising by growing and migrating donors to higher giving levels through a more personalized experience connected to client impact.
United Way York Region relies on community leadership and major individual donations to drive campaign growth. Donations of $1,000 or more are considered community leadership gifts, while $5,000 or more are major individual gifts. Strategies to boost community leadership campaigns include senior management support, targeted canvassing, and engagement opportunities. The Robert Kidd Challenge matches new and increased leadership donations to maximize impact. Leaders are motivated by tax benefits, recognition, and knowing their donation improves lives in the community.
Sue Egles provides an overview of the key steps for building a major gifts program, including defining major gifts, developing a case for support, identifying leadership and prospects, cultivating donors through relationship building, and soliciting major gifts. The presentation outlines fundamentals such as establishing fundraising infrastructure and treating each prospect as a mini-campaign. Success is defined as taking time to build relationships, having a strong reputation, doing research on prospects, involving the right people, and creating commitment through follow up.
Global grants support large international activities with
sustainable, measurable outcomes in Rotary’s areas of focus.
If you haven’t participated in a global grant project, this
session is for you. You’ll learn the basics of global grants and
understand how to get started.
Current Partner Workshop Presentation 2012GlobalGiving
This document provides an overview of a GlobalGiving partner workshop. It includes introductions from partner organizations about their work and fundraising. Statistics are presented on total donations to GlobalGiving and characteristics of donors. Partner organizations share their fundraising successes using GlobalGiving and strategies for donor attraction and engagement. Tips are provided for campaigns, communications with donors around holidays, and utilizing GlobalGiving tools and opportunities. The workshop aims to help partners maximize their fundraising on the GlobalGiving platform.
The document summarizes the annual meeting of a local Chamber of Commerce. It provides an overview of the Chamber's history, mission to support economic prosperity, and organizational structure. Key points include the Chamber's focus on communication, networking, business development and public policy. The summary also outlines the Chamber's board of directors and committees focused on finance, governance, programs, and community events.
Are you looking to expand your funding sources? This
session will help you find information on foundations that
might fund your club’s projects. You’ll also learn how to
outline measurable objectives and identify some critical
components of a successful grant proposal.
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 outlines plans by Opportunity International to enhance its donor experience and fundraising efforts through its Board of Governors program. It proposes more personalized donor treatment based on giving levels, streamlined communication, tailored impact reporting, and regional events to deepen donor engagement. The goal is to increase fundraising by growing and migrating donors to higher giving levels through a more personalized experience connected to client impact.
United Way York Region relies on community leadership and major individual donations to drive campaign growth. Donations of $1,000 or more are considered community leadership gifts, while $5,000 or more are major individual gifts. Strategies to boost community leadership campaigns include senior management support, targeted canvassing, and engagement opportunities. The Robert Kidd Challenge matches new and increased leadership donations to maximize impact. Leaders are motivated by tax benefits, recognition, and knowing their donation improves lives in the community.
Sue Egles provides an overview of the key steps for building a major gifts program, including defining major gifts, developing a case for support, identifying leadership and prospects, cultivating donors through relationship building, and soliciting major gifts. The presentation outlines fundamentals such as establishing fundraising infrastructure and treating each prospect as a mini-campaign. Success is defined as taking time to build relationships, having a strong reputation, doing research on prospects, involving the right people, and creating commitment through follow up.
Global grants support large international activities with
sustainable, measurable outcomes in Rotary’s areas of focus.
If you haven’t participated in a global grant project, this
session is for you. You’ll learn the basics of global grants and
understand how to get started.
Current Partner Workshop Presentation 2012GlobalGiving
This document provides an overview of a GlobalGiving partner workshop. It includes introductions from partner organizations about their work and fundraising. Statistics are presented on total donations to GlobalGiving and characteristics of donors. Partner organizations share their fundraising successes using GlobalGiving and strategies for donor attraction and engagement. Tips are provided for campaigns, communications with donors around holidays, and utilizing GlobalGiving tools and opportunities. The workshop aims to help partners maximize their fundraising on the GlobalGiving platform.
The document summarizes the annual meeting of a local Chamber of Commerce. It provides an overview of the Chamber's history, mission to support economic prosperity, and organizational structure. Key points include the Chamber's focus on communication, networking, business development and public policy. The summary also outlines the Chamber's board of directors and committees focused on finance, governance, programs, and community events.
Are you looking to expand your funding sources? This
session will help you find information on foundations that
might fund your club’s projects. You’ll also learn how to
outline measurable objectives and identify some critical
components of a successful grant proposal.
GuideStar Webinar (10/25/12) – Finding Funding with Foundation CenterGuideStar
Presenters: George Ford, Product Manager, Foundation Center; Leeanne G-Bowley, Manager of National Training, Foundation Center; Diana Hand, Senior Marketing Manager, GuideStar USA (moderator)
FPN2017 Philanthropic Families and Community Foundations - slidedeck revTony Macklin
The document discusses how philanthropic families and community foundations successfully partner. It provides reasons why families partner with community foundations, including for local insights, peer learning, community problem-solving, and fulfilling payout requirements. It also shares stories from the Gobioff Foundation, Celia Lipton Farris and Victor W. Farris Foundation, and Community Foundation of Tampa Bay on their partnerships. The summit aimed to provide strategies and tips for how families and foundations can collaborate effectively.
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.
This document provides guidance on developing an online fundraising strategy through the GlobalGiving platform. It outlines identifying networks and audiences, setting goals and a communication plan, and reevaluating efforts. GlobalGiving takes 15% of donations to provide tools, promotion and support to partner organizations. To join, organizations must complete a nomination form, due diligence process and raise $4,000 from 50 donors through an Open Challenge campaign.
Washington, DC GlobalGiving Partner Workshop slides 2015GlobalGiving
The document summarizes a GlobalGiving partner workshop that provided training and resources to help organizations improve their online fundraising strategies. The agenda covered setting SMART fundraising goals, cultivating fundraising advocates, attracting new donors through compelling project pages and microprojects, and retaining donors through thank you notes, project reports, and donor appreciation. Partners learned how to maximize engagement on GlobalGiving to advance their reward level and position themselves for corporate partnerships and referrals. The workshop aimed to help organizations strengthen their overall fundraising through effective use of GlobalGiving's tools and opportunities.
This document summarizes an online fundraising workshop held by GlobalGiving. The workshop covered building an online fundraising strategy, networking, and joining the GlobalGiving community. It provided tips on using social media and creating advocates to engage donors. The workshop also explained GlobalGiving's services including donor tools, fundraising campaigns, and corporate partnerships. Organizations were introduced to GlobalGiving's application process which involves nominating the organization, completing due diligence requirements, and raising $4,000 from 50 donors by posting a project.
Could your mission statement describe any of several other organizations that are similar to yours? Do you just haul it out once a year for your annual report and 990? If you’ve been around for many years, you’re clear about your nonprofit’s value to your community, your stakeholders and/or your cause, why bother to revisit your mission statement?
The answers to these questions can make the difference between sustainable success and failure in several ways. Organizations that have a page-long mission statements and think that any effort to review it would be just empty wordsmithing may want to join us for this webinar to see what a rigorously crafted mission statement can do for marketing, fundraising, stakeholder loyalty, strategy, and managing change.
Enter your mission statement in the 4th annual What’s Your Mission? Competition, at http://bit.ly.SyPmission
Takeaways:
Why your mission statement is so important.
Why it’s worth editing your mission statement–and how to do it.
What’s in a good mission statement, and what’s not.
How a good mission statement forms the basis for strategic decisions.
How to measure your performance against your mission statement, and why that’s valuable.
If you have some experience with global grants and a firm
grasp on the basics, this session is for you. Learn how to
take the next steps toward developing a quality global grant
project, including conducting needs assessments and
making sure your project aligns with the areas of focus goals.
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.
This document provides information about the Greater Hewitt Chamber of Commerce. It discusses that a chamber is an association of local businesses that promotes the business community. The Greater Hewitt Chamber strives to empower leaders, provide small business support, positively influence members, and create a community where people want to live and work. It also outlines the chamber's mission to promote prosperity among businesses and organizations in the Hewitt area. Finally, it provides details on membership opportunities, leadership roles, networking events, and ways for businesses to get involved and support the chamber.
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.
Screen, Train, Supervise,
and Appreciate Volunteers Well.
- Protect clients and agency reputation
- Set clear expectations up front
- Ongoing feedback and support
- Recognition that is meaningful
Recommendation #8
To keep volunteers engaged...
Provide Leadership Development
and Career Ladders for Volunteers.
- Train volunteers to train others
- Provide advancement opportunities
- Recognize leadership roles
Recommendation #9
To get more volunteers...
Use Social Media and Technology
to Cultivate Volunteers.
- Facebook, Twitter, LinkedIn, YouTube
- Online volunteer orientation
- Volunteer management software
- Mobile apps for volunteer scheduling
Recommend
Current Partner Workshop Presentation 2012GlobalGiving
This document summarizes a workshop held by GlobalGiving for their nonprofit partners. The workshop covered fundraising success stories from organizations using GlobalGiving. It provided tips on donor attraction and engagement, including using campaigns, matching funds, and new features. The document also reviewed GlobalGiving's donor demographics and top fundraising periods like holidays. Nonprofits were encouraged to utilize GlobalGiving's training resources and customize campaigns for maximum fundraising impact.
The document provides an overview of the Hewitt Chamber of Commerce, including its leadership, mission, 2015 accomplishments, and 2016 goals. In 2015, the Chamber promoted local businesses and tourism, supported the community through events and programs, and partnered with the city. Goals for 2016 include adding new signature events, developing mobile apps and resources, and focusing on business development and community partnerships.
Patrick Moriarty Grants Writing PresentationCPA Australia
The document provides guidance on writing successful grant applications, including developing a strategic plan to identify potential funding needs and sources, crafting a grant template with key organizational details, tailoring applications to the specific funder, and submitting applications with a clear problem statement, objectives, activities, budget, and timeline. It emphasizes the importance of understanding the funder's priorities and goals and demonstrating how the proposed project aligns with them.
Boston University Giving Day Case Study: How to Boost Annual Fund Participation Kimbia, Inc
On April 30, 2014 the Boston University community, including 300,000 alumni from around the globe, 30,000 students and 9,000 faculty and staff members, came together online and on campus for BU’s first Giving Day. By the end of this one-day event, the community had raised $1.1M for the BU Annual Fund from 3,126 donors from 46 U.S. states and over 25 additional countries.
Institutions large and small have raised hundreds of thousands, and even millions, of dollars during Giving Days. If you have considered organizing a Giving Day, but hesitated because you’ve never done one before or because you were concerned about the resources required to pull it off successfully, this webinar is for you. Phil DiMartino, Assistant Director of New Media Fundraising For Annual Giving, Hilary Shepard, Director of Annual Giving at Boston University,and Miriam Kagan, Senior Fundraising Principal at Kimbia, will walk you through Giving Day best practices and BU’s participation data by geography, segment (student, recent grads, faculty, staff, etc.), donor type (first-time, SYBUNTs, LYBUNTs, etc.), and channel to share how they:
- Planned for and marketed this key new component of their annual fundraising campaign
- Obtained matching funds of $250,000 from BU trustee Stephen Karp (CAS’63) and micro-challenge funds for school/college focus
- Implemented an Online Ambassador program to help spread the word
- Generated interest throughout the community across multiple channels with an emphasis on social media
- Enabled 15% of donations to be made by mobile devices
- Coordinated both campus and social media activities
- Analyzed their results to determine how to make their event even better next year
This exciting session explains an outcome-based RYLA curriculum and showcases how to elevate the experience with technology such as social media. Our RYLArians create a service-project business model, which other clubs can use worldwide. Take lessons from our RYLA Academy, and transform your RYLArians into changemakers.
This document provides steps to create an online fundraising strategy, including identifying your audience, setting goals, making a plan, and reevaluating. The key audiences identified are "soccer moms" and "young professionals". It emphasizes setting annual and quarterly goals, getting creative with tactics, and not oversaturating contacts. The final step is to establish benchmarks and measure results against goals for engagement and donations.
This document provides steps to create an online fundraising strategy, including identifying your audience, setting goals, making a plan, and reevaluating. The key audiences identified are "soccer moms" and "young professionals". It emphasizes setting annual and quarterly goals, getting creative with tactics, and not oversaturating contacts. The final step is to establish benchmarks and measure results against goals for engagement and donations.
Be in the know about Future Vision
Future Vision is the strategic plan that will lead The Rotary Foundation into the next century. By aligning projects and activities and giving Rotary clubs more control over grant money, Future Vision will strengthen the impact of the programs that clubs support.
The document provides information about Rotary Global Grants, which are large, long-term, sustainable projects with measurable outcomes that align with Rotary's areas of focus. Global grants require an international partnership and have a minimum budget of $30,000. They can support humanitarian projects, scholarships, and vocational training teams. The document outlines the six steps to apply for a global grant, which include conducting a community assessment, partnering with another club internationally, selecting an area of focus, developing the project plan, submitting the application at least 90 days before travel, and identifying resources for more information.
GuideStar Webinar (10/25/12) – Finding Funding with Foundation CenterGuideStar
Presenters: George Ford, Product Manager, Foundation Center; Leeanne G-Bowley, Manager of National Training, Foundation Center; Diana Hand, Senior Marketing Manager, GuideStar USA (moderator)
FPN2017 Philanthropic Families and Community Foundations - slidedeck revTony Macklin
The document discusses how philanthropic families and community foundations successfully partner. It provides reasons why families partner with community foundations, including for local insights, peer learning, community problem-solving, and fulfilling payout requirements. It also shares stories from the Gobioff Foundation, Celia Lipton Farris and Victor W. Farris Foundation, and Community Foundation of Tampa Bay on their partnerships. The summit aimed to provide strategies and tips for how families and foundations can collaborate effectively.
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.
This document provides guidance on developing an online fundraising strategy through the GlobalGiving platform. It outlines identifying networks and audiences, setting goals and a communication plan, and reevaluating efforts. GlobalGiving takes 15% of donations to provide tools, promotion and support to partner organizations. To join, organizations must complete a nomination form, due diligence process and raise $4,000 from 50 donors through an Open Challenge campaign.
Washington, DC GlobalGiving Partner Workshop slides 2015GlobalGiving
The document summarizes a GlobalGiving partner workshop that provided training and resources to help organizations improve their online fundraising strategies. The agenda covered setting SMART fundraising goals, cultivating fundraising advocates, attracting new donors through compelling project pages and microprojects, and retaining donors through thank you notes, project reports, and donor appreciation. Partners learned how to maximize engagement on GlobalGiving to advance their reward level and position themselves for corporate partnerships and referrals. The workshop aimed to help organizations strengthen their overall fundraising through effective use of GlobalGiving's tools and opportunities.
This document summarizes an online fundraising workshop held by GlobalGiving. The workshop covered building an online fundraising strategy, networking, and joining the GlobalGiving community. It provided tips on using social media and creating advocates to engage donors. The workshop also explained GlobalGiving's services including donor tools, fundraising campaigns, and corporate partnerships. Organizations were introduced to GlobalGiving's application process which involves nominating the organization, completing due diligence requirements, and raising $4,000 from 50 donors by posting a project.
Could your mission statement describe any of several other organizations that are similar to yours? Do you just haul it out once a year for your annual report and 990? If you’ve been around for many years, you’re clear about your nonprofit’s value to your community, your stakeholders and/or your cause, why bother to revisit your mission statement?
The answers to these questions can make the difference between sustainable success and failure in several ways. Organizations that have a page-long mission statements and think that any effort to review it would be just empty wordsmithing may want to join us for this webinar to see what a rigorously crafted mission statement can do for marketing, fundraising, stakeholder loyalty, strategy, and managing change.
Enter your mission statement in the 4th annual What’s Your Mission? Competition, at http://bit.ly.SyPmission
Takeaways:
Why your mission statement is so important.
Why it’s worth editing your mission statement–and how to do it.
What’s in a good mission statement, and what’s not.
How a good mission statement forms the basis for strategic decisions.
How to measure your performance against your mission statement, and why that’s valuable.
If you have some experience with global grants and a firm
grasp on the basics, this session is for you. Learn how to
take the next steps toward developing a quality global grant
project, including conducting needs assessments and
making sure your project aligns with the areas of focus goals.
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.
This document provides information about the Greater Hewitt Chamber of Commerce. It discusses that a chamber is an association of local businesses that promotes the business community. The Greater Hewitt Chamber strives to empower leaders, provide small business support, positively influence members, and create a community where people want to live and work. It also outlines the chamber's mission to promote prosperity among businesses and organizations in the Hewitt area. Finally, it provides details on membership opportunities, leadership roles, networking events, and ways for businesses to get involved and support the chamber.
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.
Screen, Train, Supervise,
and Appreciate Volunteers Well.
- Protect clients and agency reputation
- Set clear expectations up front
- Ongoing feedback and support
- Recognition that is meaningful
Recommendation #8
To keep volunteers engaged...
Provide Leadership Development
and Career Ladders for Volunteers.
- Train volunteers to train others
- Provide advancement opportunities
- Recognize leadership roles
Recommendation #9
To get more volunteers...
Use Social Media and Technology
to Cultivate Volunteers.
- Facebook, Twitter, LinkedIn, YouTube
- Online volunteer orientation
- Volunteer management software
- Mobile apps for volunteer scheduling
Recommend
Current Partner Workshop Presentation 2012GlobalGiving
This document summarizes a workshop held by GlobalGiving for their nonprofit partners. The workshop covered fundraising success stories from organizations using GlobalGiving. It provided tips on donor attraction and engagement, including using campaigns, matching funds, and new features. The document also reviewed GlobalGiving's donor demographics and top fundraising periods like holidays. Nonprofits were encouraged to utilize GlobalGiving's training resources and customize campaigns for maximum fundraising impact.
The document provides an overview of the Hewitt Chamber of Commerce, including its leadership, mission, 2015 accomplishments, and 2016 goals. In 2015, the Chamber promoted local businesses and tourism, supported the community through events and programs, and partnered with the city. Goals for 2016 include adding new signature events, developing mobile apps and resources, and focusing on business development and community partnerships.
Patrick Moriarty Grants Writing PresentationCPA Australia
The document provides guidance on writing successful grant applications, including developing a strategic plan to identify potential funding needs and sources, crafting a grant template with key organizational details, tailoring applications to the specific funder, and submitting applications with a clear problem statement, objectives, activities, budget, and timeline. It emphasizes the importance of understanding the funder's priorities and goals and demonstrating how the proposed project aligns with them.
Boston University Giving Day Case Study: How to Boost Annual Fund Participation Kimbia, Inc
On April 30, 2014 the Boston University community, including 300,000 alumni from around the globe, 30,000 students and 9,000 faculty and staff members, came together online and on campus for BU’s first Giving Day. By the end of this one-day event, the community had raised $1.1M for the BU Annual Fund from 3,126 donors from 46 U.S. states and over 25 additional countries.
Institutions large and small have raised hundreds of thousands, and even millions, of dollars during Giving Days. If you have considered organizing a Giving Day, but hesitated because you’ve never done one before or because you were concerned about the resources required to pull it off successfully, this webinar is for you. Phil DiMartino, Assistant Director of New Media Fundraising For Annual Giving, Hilary Shepard, Director of Annual Giving at Boston University,and Miriam Kagan, Senior Fundraising Principal at Kimbia, will walk you through Giving Day best practices and BU’s participation data by geography, segment (student, recent grads, faculty, staff, etc.), donor type (first-time, SYBUNTs, LYBUNTs, etc.), and channel to share how they:
- Planned for and marketed this key new component of their annual fundraising campaign
- Obtained matching funds of $250,000 from BU trustee Stephen Karp (CAS’63) and micro-challenge funds for school/college focus
- Implemented an Online Ambassador program to help spread the word
- Generated interest throughout the community across multiple channels with an emphasis on social media
- Enabled 15% of donations to be made by mobile devices
- Coordinated both campus and social media activities
- Analyzed their results to determine how to make their event even better next year
This exciting session explains an outcome-based RYLA curriculum and showcases how to elevate the experience with technology such as social media. Our RYLArians create a service-project business model, which other clubs can use worldwide. Take lessons from our RYLA Academy, and transform your RYLArians into changemakers.
This document provides steps to create an online fundraising strategy, including identifying your audience, setting goals, making a plan, and reevaluating. The key audiences identified are "soccer moms" and "young professionals". It emphasizes setting annual and quarterly goals, getting creative with tactics, and not oversaturating contacts. The final step is to establish benchmarks and measure results against goals for engagement and donations.
This document provides steps to create an online fundraising strategy, including identifying your audience, setting goals, making a plan, and reevaluating. The key audiences identified are "soccer moms" and "young professionals". It emphasizes setting annual and quarterly goals, getting creative with tactics, and not oversaturating contacts. The final step is to establish benchmarks and measure results against goals for engagement and donations.
Be in the know about Future Vision
Future Vision is the strategic plan that will lead The Rotary Foundation into the next century. By aligning projects and activities and giving Rotary clubs more control over grant money, Future Vision will strengthen the impact of the programs that clubs support.
The document provides information about Rotary Global Grants, which are large, long-term, sustainable projects with measurable outcomes that align with Rotary's areas of focus. Global grants require an international partnership and have a minimum budget of $30,000. They can support humanitarian projects, scholarships, and vocational training teams. The document outlines the six steps to apply for a global grant, which include conducting a community assessment, partnering with another club internationally, selecting an area of focus, developing the project plan, submitting the application at least 90 days before travel, and identifying resources for more information.
If you have some experience with global grants and a firm
grasp on the basics, this session is for you. Learn how to
take the next steps toward developing a quality global grant
project, including conducting needs assessments and
making sure your project aligns with the areas of focus goals.
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.
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.
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.
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.
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
Funding Streams for Your Conservation and Community WorkThe Long Run
The survey results from 23 Long Run members in 16 countries showed that the highest priority for external funding was community activities (40%), followed by conservation (37%) and culture (22%). Education and training were the top activities requiring funding for both conservation and community. The most common sources of funding were profits from commercial activities, visitor fees, and private entities/individuals. Members usually sought funding through known relationships with visitors, guests, and private philanthropy. The biggest challenges with funding were lack of time and dedicated fundraising managers. Recommendations provided included using a database to identify funding opportunities and understand requirements, as well as writing successful proposals by clearly aligning with funder priorities and demonstrating scalability and sustainability.
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.
Everyone should have access to clean water, but unfortunately, this is not the case. How can you identify opportunities for water cooperatives? We have a successful record of maximizing in-country products and stimulating local economies in our projects, and we can help you with your grants and training. Let's work together to create safe communities for all.
This document summarizes the work of a large UK community grant maker charity that has invested £297 million in 42,000 charities over 25 years. It discusses the types of charities and projects it funds, which focus on lasting changes that help disadvantaged people. It also outlines the support it provides applicants and grantees, such as guidance on demonstrating impact, fundraising assistance, and promoting grantees' work. A survey of over 650 past grantees found that most are pursuing additional funding sources and cutting costs, and need support with core costs, fundraising, and business planning.
Rotary hopes to enhance long-term relationships with Rotary Peace Fellows by encouraging partnerships on peacebuilding and conflict prevention projects, including those funded by Rotary global grants. Peace fellows can gain a better sense of how to partner with Rotary clubs and districts by understanding how grant projects are initiated and funded. The purpose is for peace fellows to learn about this topic from Rotary staff and other peace fellows.
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.
This document provides an overview of an Enactus meeting. It introduces several people including the program manager, faculty advisor, and speakers from the business advisory board. It summarizes current Enactus projects including Pale Vista, Financial Literacy, Healing Camp, and Transit into a New Culture. It also discusses future projects, human resources, operations, marketing, public relations, and current finances. The document aims to inform attendees about Enactus leadership, ongoing and planned projects, and organizational updates.
1. Rotary's programs develop leaders, provide funding for humanitarian projects, and make peace a priority. They benefit both club members and communities.
2. The Rotary Foundation gives over $100 million in grants annually, including $10.9 million for education/literacy, $35.6 million for disease prevention, and $10.5 million for economic development.
3. Global grants support large international projects and can fund humanitarian aid, scholarships, or vocational training teams. District grants fund local projects and activities like youth programs or disaster recovery.
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 Rotary Club of Luanshya drilled a deep water well and installed a durable hand pump to provide clean water for a school in Zambia that previously had only a polluted well. The project aims to expand to provide water, sanitation facilities and hygiene training to additional schools in the region. The Rotary Club of Booragoon is seeking support from other clubs in District 9465 to help fund a matching grant project that would drill wells, build toilets and train communities at 3 schools for $10,000 per school. Participating clubs would support the Rotary Foundation and international service while improving access to water and sanitation.
Similar to 2013 Rotary Matching Grant Writing Seminar (20)
1. District Grants Management Seminar Page 1
District Grants
Management Seminar
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
First Steps Are Easy
• Write one-paragraph summary
• Write one-page summary
• Find a picture that “tells the story”
• Ask for help and advice at idea stage
• Talk to us on district grants team about
your ideas and dreams
• Find Rotarian who has done similar work
4. District Grants Management Seminar Page 4
Grants Team Here to Help
• Grants team will help you achieve goal
• Assign a mentor to help your project
• We want your club to succeed
• We’ll celebrate success with you and
survive challenges together
• We’ll give you tools such as Word template
for writing first draft of grant
• You still have to do the work
5. District Grants Management Seminar Page 5
• In 2013-2014 District Grants will fund:
96% Local projects
4% International projects
• Budget is $80,142 up from $39,613
• Managed by our district
• Average grant award was $2,500
• Group Study Exchange was $13,000
District Grants up to $3,000
6. District Grants Management Seminar Page 6
Easy to Use District Grants
• Rotary Club Applies annually
• Less red tape
• Should be innovative & creative
• Local decisions
• Club matched by district funds
• Combine with major club project and
other civic groups to increase scope
7. District Grants Management Seminar Page 7
Make Major Impact Quickly
• Fastest way to complete a small local
or international project
• Find real need in community & fill it
– Ask community leaders what is needed
– Can we help children and families?
– Can we impact economy/jobs in positive way?
• Project should be original and creative
8. District Grants Management Seminar Page 8
District Projects This Year
• Economic development – jobs, mentoring,
help from domestic violence & homelessness
• Education & Literacy – reading programs,
desks for Costa Rica School, adult education
• Hunger –food pantries, meals, gardens and
composting and school “back pack” programs
• Community development – playgrounds,
walking trails, town revitalization, sewers, and
landscaping projects
9. District Grants Management Seminar Page 9
District Grants Next Year
• Application is online at rotary7570.org
• Rough draft by Presidents Elect Training
• Deadline is April 15th
• Want clubs in all areas to apply
• Two-page easy application form
• Goal to receive funds by August 2014
11. District Grants Management Seminar Page 11
• City and County government
• Parks & Recreation department
• Civic organizations
• Churches & other faith based groups
• Rotary Clubs that are close to home
• Interest groups such as friends of rivers
• Activists in 20’s & 30’s who want hands-on
projects
Key Partners on a District Grant
13. District Grants Management Seminar Page 13
Design 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?
15. District Grants Management Seminar Page 15
Potential Playground
Sale Price $ 9,488 Regular Price
Reg Price $15,938 $16,700
16. District Grants Management Seminar Page 16
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?
17. District Grants Management Seminar Page 17
Develop Grant Budget
$3,000 – District Match
$3,000 – Club match
$7,000 – Discount buying on sale
$5,000 – Lions Club matching grant
$1,000 – Parks & Recreation Department
$2,000 – Church & private contributions
$21,000 – Potential List Price for Playground
18. District Grants Management Seminar Page 18
Start Early & Take Photos
• Start project with club match as soon as
grant is approved
• 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
19. District Grants Management Seminar Page 19
Get District Project Done!
• Can’t get next grant without closing grant
from two years ago (2012-2013 projects)
• 50% of Project Reports are due May 2014
• 100% of Project Reports due May 2015
• Scan or photograph and keep receipts
• Final report due two months after completion
• Need your help to close your project to be
able to apply for next year’s grant
20. District Grants Management Seminar Page 20
• Minimum project budget is $30,000.
• Minimum match by foundation is $15,000
• Align with one of the six areas of focus
• Sustainable or longer-term Impact of grant
• Grant managed by Rotary Foundation
• International in scope
Global Grants are BIGGER!
21. District Grants Management Seminar Page 21
International Partner Club – our club
Host Partner Club – foreign Rotary Club
Funding Clubs in our area or district
Rotary Foundation country coordinator
Partner with US and international Rotarians
Governmental organizations
Charitable organizations
Churches and other faith based groups
Key Groups in Global Grant
22. District Grants Management Seminar Page 22
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
23. District Grants Management Seminar Page 23
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
It makes sense
Americans don’t have all of the answers
Takes time to build friendships and
goodwill with host Rotarians
Host Partner Rotary Club
Has Good Ideas!
24. District Grants Management Seminar Page 24
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
25. District Grants Management Seminar Page 25
A lot of money available …
• Few global grants submitted this year
• Other districts will want to join our
projects with lot of funding
• You can lead and inspire Rotarians
• Mentor and encourage new projects
• Be willing to ask for the money
26. District Grants Management Seminar Page 26
26
Grant Management
• Ensure proper financial controls
• Adhere to superior technical standards
• Meet the needs of the beneficiaries
• Fulfill “our” objectives
• Safeguard Rotary funds
• Do good in world
• Build friendships
27. District Grants Management Seminar Page 27
New!
Club Qualification
• Attend Grant Management Seminar
Training
• Sign Memo of Understanding
• Be good steward
• Show results
• Be current on all reports
• Only needed on Global Grants
28. District Grants Management Seminar Page 28
Needs Assessment
• 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
29. District Grants Management Seminar Page 29
Project Planning
Form a six-person grant team
Assign roles
Determine primary contacts
Set measurable and sustainable goals
Create a budget
Create an implementation plan
Have a contingency plan
Identify cooperating organization to help
30. District Grants Management Seminar Page 30
Successful Grant Projects
• Use implementation plan
• Lasts long after money is gone
• Evaluate results of grants
• Tell story of good and bad
• Talk all the time to Rotary
partners via cell phone,
email, texting, calling cards,
& Skype
31. District Grants Management Seminar Page 31
Principles of Sustainability
Project impact after funding is expended
Economic, cultural, social & resource
Optimal use of local resources
Respect natural resources
Reach the most beneficiaries
New methods in professional fields
Prepare professionals to increase impact
Use input and skills of grassroots groups
32. District Grants Management Seminar Page 32
32
Creating a Budget
• Realistic & Usable
• Competitive bidding
• Reasonable prices
• Disclose conflicts of interest
• Need More Clubs to Fund Project Now
33. District Grants Management Seminar Page 33
Stewardship
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
34. District Grants Management Seminar Page 34
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
35. District Grants Management Seminar Page 35
Global Grant Website
• Hard to find online
• Use www.grants.rotary.org or
https://grants.rotary.org/s_main.jsp?lang=1
• Use the online training to get familiar with
global grants
• Let’s take a look at www.rotary.org
• Use Firefox only as your browser
37. District Grants Management Seminar Page 37
37
Do Good Job & Evaluate It
• Talk with partners
• Manage finances
• Follow the plan
• Achieve “our” goals
• Ask for receipts and keep record
• Evaluate during project and improve
• Celebrate and promote successes
38. District Grants Management Seminar Page 38
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
39. District Grants Management Seminar Page 39
Handouts
Look on our district web site for links to handouts.
1. Club Memorandum of Understanding
2. Today’s PowerPoint on district web site.
3. Application for District Grant (being revised)
4. Grant Management Manual
Thank You for All You do for Rotary and the World!
Editor's Notes
As Rotarians, we must have compassion for the people we service. That compassion turns into a passion. In turn, we tell a story with passion and get people to help us who turn into friends. We build a team of friends with a common purpose and passion. As a result, Rotarians are changing lives.
Your first goal to get started is to be able to write one paragraph that clearly states what you want to accomplish with your humanitarian project. The one paragraph summary will be used in emails to club presidents and other leaders who may be potential donors to your project. The one paragraph summary is used to get the leaders to read the one-page summary that is usually in a Word or PDF document. It is helpful to have at one picture which tells the whole story. You can send the one paragraph summary and one page summary to the grants team. We will assign a mentor to your project which will be your main contact to get this work done.We don’t want you to do everything and then come to us for approval. We want to help when the project is at the idea stage. Talk to your grants team about what is possible. We will also encourage you to think about potential partners who can help you achieve the goal.
The Rotary grants team can mentor you and your club from the idea stage to the final report. We won’t do your work, but we hope to inspire and encourage you how to take the next step. We want to strengthen, encourage and lift up our Rotary Club in our district to do good in the world. We want you to tell the world what you want to do and how it can get done. We also want to celebrate the successes. The Rotary Foundation paperwork has changed. It is online, but we want you to start with the grants team first. We’ll give you a sample Word and Excel document to get started.
The District Grants will fund local or international projects grants with smaller budgets. The maximum size for a local district grant will continue to be $3,000. Educational, travel, disaster relief, scholarships and other projects can be funded by District Grants.The Districts Grants are under the control of our Rotary District. The District Grants will also fund our district GSE team and other projects. The most that a district grant can match is $10,000. District grants support the mission of the Rotary Foundation and may also target an area of focus. There are no minimum budgets for district grants. Our Rotary Clubs have applied for a $250 or $500 local district grant match in the past for dictionaries. District grants can provide scholarships to students attending colleges locally in the USA. District grants are simpler, but still adhere to the grant terms and conditions.
District grants are flexible, simple, and innovative. We have a lot less red tape with a district grant. The rules and funding is left primarily up to the district leadership. District grants support smaller projects and allows for more local decision making. The budget for a district grant is the combined contributions from the club and the district. The district grants will have different guidelines from global grants which will vary from each Rotary district. The key factor is that the Rotarians are still making the commitment to spend the money wisely.
District grants can have a major impact in your community. We are asking you to be original and creative. It is important to find the real need for the community. Ask the community leaders what is needed? Get feedback from community, schools and other civic organizations. Can we build pride in the community by improving a park or downtown area? Can we help children and families have a place to play and enjoy your community. Can we develop a project that impacts our economy or grow jobs in a positive way? Can we help people find better jobs? District grants can also prototype
The district grants are loosely tied to the six areas of focus. The district projects focused on economic development, community development, education and literacy and hunger. The projects tried to increase jobs in their community. They want to set up mentors to improve jobs and businesses. Several grants focused on victims of domestic violence and the homeless.Community development was a high priority for clubs this year. We are building playgrounds and walking trails. We are revitalizing our communities with new landscaping in our downtown areas and parks. We are even providing sanitation with new sewers.Education and literacy is always a big priority for our clubs. Rotarians are supporting reading programs and dictionaries. We are sending desks to Costa Rica and we are helping adults get their education.Our clubs have been focused on hunger during the recession. We are filling food pantries, providing meals, growing gardens and teaching composting. Several clubs support a elementary school back pack program that sends food home on the weekends.
I’ve noticed that Rotary is more visible around the world. The host clubs remember to install a sign. Are you doing projects that can have a sign when the work is done? Many clubs just give a check to a charity. It is more meaningful to fund a long-term project that will benefit your community for a long time.
The first step is to research potential playgrounds online. Gametime is a good vendor for playgrounds. It is useful to find potential playgrounds and to get a ballpark for what a reasonable playground would cost.
The district grant budget just needs $6,000 of details because that is the portion funded by Rotary, but it is really useful to explain that the $3,000 district match will grow into $21,000 worth of playground equipment.
The district grant is not finished until you complete the final report. In the future, the Rotary Foundation will allow us to have one active district at a time. That means that we can’t apply for the next district grant until the prior grant is done. We’ll need your final report by May 10, 2014 for this year’s projects. We need your help to get the final report done as soon as your are finished with the local project.
The Rotary Foundation is demanding that you create a project that is larger in scope than the projects in the past. Now, the Rotary Foundation wants the minimum match to be $15,000. The club and district contributions would need to be matched $.50 and $1, respectively. The grants will require more partnerships within our district and even outside of our district to raise enough money to qualify for a global grant. The global grants must meet one of the six areas of focus. The application for global grants will be under member access at the www.Rotary.org web site.
Global Grants fund large-scale international projects that respond to needs that turn into win-win projects. The project’s goals and objectives should be identified locally with a needs assessment. The community needs to be able to have the knowledge and skills and funds to maintain the project once the grant is done. The global grants will be applied online at the member access page of the www.rotary.org website. As usual, active Rotary involvement is a must. Global grants can also support international graduate-level international studies. Undergraduate scholarships will not be supported. In some cases, global grants will build on the work of previous global grants to make a significant and long-term impact on a community, region, or country. It is expected that Rotarians can develop measurable results that are easy to explain and report.Partnerships are much more important in the vision for the future of the Rotary Foundation. It will no longer be easy to fund a grant with just funds from one Rotary Club. It will require more partnerships of many Rotarians and non-profit organizations. You will need to find the strengths of each organization and take advantage of the strengths of each Rotarian and non-profit organization. Good communication is vital. Remember that Skype, texting to international cell phones, and calling cards may become your best ally in the effort to maintain communications. The host Rotarians in the host country must be invested in this project. It has to be “their project” or it will fail. Better yet, it needs to be “our project” and the three international Rotarians and the three Rotarians from the host club make a real working team.
This Global Grant Funding example shows where $8,600 was raised by various clubs in our district. Our district grants team recommended a $8,600 match in district designated funds. The Rotary Foundation provides a match of $4,300 for the club contributions and $8,600 match for the district match. The total match from the Rotary Foundation is $12,900. The total budget with combined club, district, and Rotary Foundation funds is $30,100.The district could also choose to match the club contributions at a smaller amount if the number of grants exceeded our ability to fund the grants. The would need to give enough to get the grant above the $30,000 threshold for a global grant. It is practical to assume that several clubs from other districts may joined us on this project and that district funds from that district may also be included in the project. The district may also use the cash exchange method to convert the club contributions into DDF which would allow the club contributions to be given to the Annual Fund. The cash exchange method does not change the total funding for the grant.
There is a lot of money available for humanitarian projects this year because the new grants process is intimidating to small districts.The reason why your club wants to fund a district or global grant is to make a difference in your home community and also around the world. I want you to think big to partner not only with clubs within your area, but with clubs in other districts in the US and around the world. Once you know the ropes, it is good to give back by mentoring and encouraging new clubs to get involved.Other clubs and districts look to District 7570 for leadership and guidance. In turn, they may be afraid to tackle the new global grant model and be willing to contribute to our projects.
Your Rotary Clubs must qualify to apply for Global Grants. The first step is attending this grants management seminar. The second step is signing the memo of understanding that explains the commitments the club is making to be a good steward of grant money and to focus on long-term projects. You will need to be a good steward of grant funds and show measurable results and be current on all grant reporting which is due twelve months after receiving the funds for a project.It is important for you to create an account and password for the member access page of the Rotary.org web site. The website only works well with Microsoft Internet Explorer browser. Do NOT use any other browser with the Rotary website. Click on the create account at the bottom of the member access page. The member access page can be found at the top right corner of the www.rotary.org home page. You will need a copy of the Rotary magazine with your mailing label. The mailing label will have your Rotary member number. You will also need to know your club name or number. You will also need a working email address. Everything that is done to apply for a grant is done online. This user information is different from the district web site. The club president and president-elect must sign a Memo of Understanding annually. The entire club is responsible to implement a grant responsibly. All Rotarians must disclose potential conflicts of interest and follow the terms and conditions laid out by the Rotary Foundation. The club promises to complete reporting annually and cooperate with an audit. The commitment is to be a good steward of grant funds. A representative of the club must attend this training annually.
The needs assessment is emphasized in the Future Vision plan. Many times, Rotarians had an idea from America and looked for a club overseas to do it. Now, the tables are turned. A needs assessment is required to find out what is needed to be done instead of what we want to do from the United States. The grant project team needs to talk to members of the community to assess what is needed. Next, your club is assessed to determine whether you can meet the need. The project needs to be focused around the need. Is your idea really wanted and needed in your target community? Use available local resources. It is better to hire a local engineer or contractor to extend the local knowledge and expertise and provide outside knowledge to expand their skills. It is important to understand the work to be done and how the work will be done. It is important to trust the local knowledge and use their ways of doing things instead of thinking that everything has to be done “our way.”
Future Vision puts more emphasis on project planning. Every grant must have three Rotarians from the host club and the international club for a global grant for a total of six people on a global grants team. Roles need to be assigned for the people on the grants team. The grants team must set measurable and sustainable goals BEFORE the project is done. The final report will need to compare those goals to what was actually accomplished. The grant should have a contingency plan when problems arise and things change. The budget needs to be created using actual bids and accurate cost estimates. The community needs to be helped to generate income that can be used to sustain the project long-term. How will the community take ownership of this project?You are going to be required to do a lot more project planning that was done in the past on a matching grant. Rotarians have a lot of talent, but it is always good to look for a cooperating organization which can help with tasks on the project. The cooperating organization may have knowledge and skills that complement the Rotary project team.
Sustainability is the new buzz word for global grants. In some way, district grants will be required to have a longer-term impact. The Rotary Foundation grants and projects from other non-profit organizations did not last. The money was spent, but the impact of the project only lasted a few years. The well broke down. The medical equipment needed a new part or the new librarian needed to be trained how to maintain the library. How will the community maintain the deliverables from the grant after the grant funds are spent? We want the longest impact possible for every grant. We also want to reach the most beneficiaries now and over the long-term because the benefits are long lasting.
Creating the budget is probably one of the most important steps in the planning process of writing the grant. The first step is to get competitive bids from at least three contractors or vendors. In some cases, you will get bids from contractors and non-profit organizations to drill a well or provide a service. It may make sense to use the highest bid in the budget so that the budget isn’t the most optimistic scenario. It is best to use an Excel spreadsheet to create a detailed budget, a summary budget, and a funding page. The detailed budget is usually for the project team’s benefit. It is at a low enough detail to understand how the budget is built. The summary budget brings the details up to a high enough level that it can be input in the Rotary Foundation data entry screens. The Rotary Foundation needs some detail, but not too much that it becomes a burden during the reporting process. The funding page shows the contributions from various Rotary Clubs and districts and the matching funds from the Rotary Foundation. The total funding and the total budget should match. The spreadsheet can have a verification that the two numbers match. Walter Hughes, Grants Chair of District 7570 can send you a sample spreadsheet.Conflicts of interest can sink a project. It is important that conflicts of interests are disclosed up front such as the conflict of interest that is caused when the brother-in-law of a Rotarian is selling a critical component for the grant. What happens when the brother-in-law’s product doesn’t work? Similar conflicts of interest can occur with governmental agencies or non-profit cooperating organization.Our projects are bigger now for Global Grants. We will need to partner with more clubs and districts to fund our projects now. We will no longer be able to have a grant that only works between just two Rotary Clubs. Building relationships and friendships that span Rotary Clubs is the new requirement of Global Grants.
It seems that we’ve spent a lot of time doing planning, organizing, and communicating without doing the “real work.” It is our hope that the planning and communicating with the partners of this project will pay off now that you can actually get the project done. You can do it! The hardest lesson to learn is that the way that it is done at home is not necessary the best way to do it in the community where the project is planned. Also, many of the Rotarians involved in the funding of the project now has to trust the Rotarians in the host country to oversee the actual work to be done.
We are able to do good in the world because Rotary has built a reputation for getting a job done right. You will need to constantly talk with the partners and make decisions that impact the success of your project. The finances need to be managed carefully. The plan that was created to get the grant approved needs to be followed during implementation. It will be a problem if the expenses don’t match up with the expenses outlined in the original budget. If the scope changes, ask for a waiver from the Rotary Foundation country coordinator for your project. Ask for receipts. The best motto is “No Receipt, No Money.” Evaluate the project as it goes along. Problems will arise. It is the team that is best able to handle the problems who are able to celebrate the victories along the way and then be able to say that “the job was well done.”
The progress report explains how all Rotary Clubs were involved. The report varies depending upon whether it is a humanitarian project, educational project, or a vocational training team. The expenses need to be summarized exactly the same way they were presented in the original budget. The measurable outcomes need to be in the final and progress reports. It is also good to have a summary version of this report which can be sent in email to the Rotarians involved in the project.
Our district will be providing most of these handouts to you in your training material. We will keep copies of a lot of this material at the district web site and also on the Future Vision pages of the Rotary web site. Thank you for coming and all that you do for Rotary and your humanitarian service.