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District Grants Management Seminar Page 1
District Grants
Management Seminar
Innovative Ways to Transform Lives
District Grants Management Seminar Page 2
Five Concepts of Rotary Grants
to Change Lives
• Compassion
• Passion
• Story
• ...
District Grants Management Seminar Page 3
First Steps Are Easy
• Write one-paragraph summary
• Write one-page summary
• Fi...
District Grants Management Seminar Page 4
Grants Team Here to Help
• Grants team will help you achieve goal
• Assign a men...
District Grants Management Seminar Page 5
• In 2013-2014 District Grants will fund:
 96% Local projects
 4% Internationa...
District Grants Management Seminar Page 6
Easy to Use District Grants
• Rotary Club Applies annually
• Less red tape
• Sho...
District Grants Management Seminar Page 7
Make Major Impact Quickly
• Fastest way to complete a small local
or internation...
District Grants Management Seminar Page 8
District Projects This Year
• Economic development – jobs, mentoring,
help from ...
District Grants Management Seminar Page 9
District Grants Next Year
• Application is online at rotary7570.org
• Rough draf...
District Grants Management Seminar Page 10
Can you see a District Grant?
District Grants Management Seminar Page 11
• City and County government
• Parks & Recreation department
• Civic organizati...
District Grants Management Seminar Page 12
Does it have a sign?
District Grants Management Seminar Page 13
Design District Grant
• Develop project name, start & end dates
• Create budget...
District Grants Management Seminar Page 14
Another Playground is $6,998
District Grants Management Seminar Page 15
Potential Playground
Sale Price $ 9,488 Regular Price
Reg Price $15,938 $16,700
District Grants Management Seminar Page 16
Research District Project Idea
• Ask District Grants team for feedback
• Find s...
District Grants Management Seminar Page 17
Develop Grant Budget
$3,000 – District Match
$3,000 – Club match
$7,000 – Disco...
District Grants Management Seminar Page 18
Start Early & Take Photos
• Start project with club match as soon as
grant is a...
District Grants Management Seminar Page 19
Get District Project Done!
• Can’t get next grant without closing grant
from tw...
District Grants Management Seminar Page 20
• Minimum project budget is $30,000.
• Minimum match by foundation is $15,000
•...
District Grants Management Seminar Page 21
 International Partner Club – our club
 Host Partner Club – foreign Rotary Cl...
District Grants Management Seminar Page 22
Grants Designed Jointly to
Fund Win-Win Projects
• Needs to be win-win project ...
District Grants Management Seminar Page 23
 It is their hometown and home country
 Know the needs of their community lik...
District Grants Management Seminar Page 24
Global Grant Funding
1. Contributions from Various Clubs $ 8,600
2. District Ma...
District Grants Management Seminar Page 25
A lot of money available …
• Few global grants submitted this year
• Other dist...
District Grants Management Seminar Page 26
26
Grant Management
• Ensure proper financial controls
• Adhere to superior tec...
District Grants Management Seminar Page 27
New!
Club Qualification
• Attend Grant Management Seminar
Training
• Sign Memo ...
District Grants Management Seminar Page 28
Needs Assessment
• Talk to Everyone. Get ideas and buy-in
across community lead...
District Grants Management Seminar Page 29
Project Planning
Form a six-person grant team
Assign roles
 Determine primar...
District Grants Management Seminar Page 30
Successful Grant Projects
• Use implementation plan
• Lasts long after money is...
District Grants Management Seminar Page 31
Principles of Sustainability
Project impact after funding is expended
Economi...
District Grants Management Seminar Page 32
32
Creating a Budget
• Realistic & Usable
• Competitive bidding
• Reasonable pr...
District Grants Management Seminar Page 33
Stewardship
Stewardship is the responsible management
and oversight of grant fu...
District Grants Management Seminar Page 34
Applying for Global Grants
• First Step is to use Word & Excel
Templates
• Get ...
District Grants Management Seminar Page 35
Global Grant Website
• Hard to find online
• Use www.grants.rotary.org or
https...
District Grants Management Seminar Page 36
Project
Implementation
“You can do it, now!”
District Grants Management Seminar Page 37
37
Do Good Job & Evaluate It
• Talk with partners
• Manage finances
• Follow th...
District Grants Management Seminar Page 38
Global Grant Reports Content
• How both Rotary Clubs were involved
• Type of ac...
District Grants Management Seminar Page 39
Handouts
Look on our district web site for links to handouts.
1. Club Memorandu...
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2013 Rotary Matching Grant Writing Seminar

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This class was taught in Roanoke, VA for District 7570 Rotarians interested in writing matching grants for local and international projects.

Published in: Self Improvement
  • Matching Grants are now Global Grants under the 6 AOF, humanitarian projects [eg MGs] following only TRF mission are implemented on District level as District Grants. So may be you have to add this note as first slide. I congratulate you on your work and many tips. Bravo.
    Michel P. Jazzar - Lebanon D. 2450, RRFC Assistant and RI Representative to United Nations-ESCWA
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2013 Rotary Matching Grant Writing Seminar

  1. 1. District Grants Management Seminar Page 1 District Grants Management Seminar Innovative Ways to Transform Lives
  2. 2. District Grants Management Seminar Page 2 Five Concepts of Rotary Grants to Change Lives • Compassion • Passion • Story • Friendships • Team
  3. 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. 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. 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. 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. 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. 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. 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
  10. 10. District Grants Management Seminar Page 10 Can you see a District Grant?
  11. 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
  12. 12. District Grants Management Seminar Page 12 Does it have a sign?
  13. 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?
  14. 14. District Grants Management Seminar Page 14 Another Playground is $6,998
  15. 15. District Grants Management Seminar Page 15 Potential Playground Sale Price $ 9,488 Regular Price Reg Price $15,938 $16,700
  16. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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
  36. 36. District Grants Management Seminar Page 36 Project Implementation “You can do it, now!”
  37. 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. 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. 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!

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