TRF GRANTS

The Rotary Foundation’s Grants programs follows the Foundation’s mission “To Do Good in the World“ as stated by its founding RI President Arch Klumpf in 1917 The Rotary Foundation provides three types of grants

Simple Explanation of TRF Grants

District Grants Global Grants

What they support Mission of The Rotary Foundation

Impact length

Minimum budget

Scholarship types available

Short - term

None

All levels of study, both local and international

Who administers them District

Where funding comes from District Designated Fund

Global Grants

Global grants support large international activities with sustainable, measurable outcomes in one or more of the six areas of focus.

Global grants must:

1. Be an international partnership between a Rotary Club or District in the country where the activity takes place and a Rotary Club or District outside of that country

2. Be sustainable and include plans for long-term success after the global grant funds have been pent

3. Include measurable goals that are demonstrated through progress reports

4. Align with one of our seven areas of focus

5. Respond to real community needs

6. Include active participation from both Rotarians and community members

7 Have a minimum budget of US$30,000

Seven areas of focus

Long - term

US$30,000

Graduate-level, International

The Rotary Foundation

DDF, World Fund, Annual Fund, donations to specific grants, endowment term gifts

Packaged Grants

Seven areas of focus

Long - term

US$20,000

Varies by opportunity

The Rotary Foundation

World Fund and strategic partners

8. Meet the eligibility requirements in the grants terms and conditions

How do Clubs Apply for a Global Grant?

The Rotary Foundation accepts global grant applications on a rolling basis throughout the year Before a District or Club can apply for a grant, it has be complete the qualification process. Once your Club is qualified, you can apply for a global grant through the online tool.

How are global Grants funded?

Global grants are funded with a combination of District Designated Funds or cash contributions and matching funds from The Rotary Foundation’s World Fund. The World Fund will match 100 percent of District Designated Funds and/or 50 percent of cash contributions. The minimum award amount from the World Fund is US$15,000, which means that the minimum project budget is $30,000 term gifts. Endowed gifts are invested in perpetuity with a portion of earnings spent on the intended program. Term gifts are spent in their entirely on the intended program over an agreed - to period of time

Packaged Grants

Packaged grants have been pre designed by Rotary and our strategic partners. The activities they fund are similar to those funded by global grants in many ways - they support our areas of focus and can include scholarships, humanitarian projects, and vocational training - but the work of designing the activity’s general framework has already been done

This allows Rotarians to focus their talents and energies on bringing the project to life. With a packaged grant, your role could include :

1. Assessing community needs and identifying those who could benefit from a project

2. Selecting and mentoring scholars

3. Assembling teams of professionals for peerbased training

4. Providing technical expertise or direct service

5. Promoting and publicizing activities.

6. Monitoring and evaluating the project.

How do Club’s apply for a packaged grant?

The Rotary Foundation accepts packaged grant applications on a rolling basis throughout the year Before a District or Club can apply, it must complete the qualification process.

What packaged grants are available?

Five types of packaged grants, described below, are currently available

1. Health educators training & nursing scholarships

2. Developing local entrepreneurs

3. Vocational training and medical service

4. Water and sanitation scholarships

5. How are packaged grants funded ?

Share And District Designated Fund

Through the SHARE system, contributions to The Rotary Foundation are transformed into grants that fund local and international humanitarian projects, scholarships, and activities, such as vocational training teams. As the end of every Rotary year, contributions directed to the Annual Fund - SHARE from all Rotary Clubs in the District are divided between the World Fund and the District Designated Fund or DDF At End of three years, District can use the DDF to pay for Foundation, Club and District projects that your Club and others in the District choose Districts may use up to half of their DDF to fund District grants. The remaining DDF may be used for Global grants or donated to Polio Plus, the Rotary Peace Centers, or another District.

World Fund

The World Fund provides the necessary funding for our highest priority activities around the globe. While 50% of SHARE - Designated contributions are applied to the World Fund. You can also direct your entire gift to the fund. The Foundation uses the money to pay for grant and program opportunities available to all Rotary Districts.

Ri Website And Club Central

RI Website: www.Rotary.org

Welcome to Rotary’s new website It is a faster, cleaner, stateof-the-art site The site has been organized around your needs, making it easier for you to find what you’re looking for and get your Rotary business done

What you can do with the RI website

• View and update your profile • View your giving history to the Rotary Foundation

• Update Club data (add a member, remove a member, edit the details of a member)

• View or pay Club invoice

• Get Club reports of contributions and recognitions (TRF)

• View or set or tract Club goals (Rotary Club Central)

• Download logos

• Make a donation

• Access officialdirectory

• Apply for or manage a Grant

• Browse projects on Rotary showcase

• Read news about Rotary

• Register for RI Convention

• Join a discussion group

Where to begin

• Create an account at www.Rotary org: MyRotary Rotary Club Central is a very effective way to set and track the Club goals, create strength in Club membership and planning, and assess the impact of their Club’s work in the community This powerful tool empowers Club and District leaders to monitor Club achievements in three key areas : Club and membership initiatives, service activities and support to the Rotary Foundation, Coupled with Rotary Showcase and Idea Platform, the online tools that help Clubs to find service ideas, new project partners, funding and to expand visibility of their projects through a broad array of social networks, Clubs can easily expand the impact and effectiveness of their members’ work.

Why Should Clubs Use Rotary Club Central

Its a one-stop. It provides access to all the data that was previously available from several reports.

It eliminates paper. It replaces paper forms for membership and Rotary Foundation goals, as well as the Planning guide for Effective Rotary Clubs.

It fosters continuity in leadership. Club leaders change annually, so by offering them the ability to see a history of goals and achievements, it creates consistency among leaders.

It enables Clubs to track their progress. Club leaders can determine whether the goals they’ve set are realistic and make changes if needed

It creates transparency All Club members are able to see Club goals.

It showcases the important work that Rotary Clubs do worldwide Until now, Rotary has not had a vehicle for providing information about the millions of service projects that Rotarians undertake With Rotary Club Central, Clubs can document the details of their projects, such as the number of volunteers and volunteer hours and a list of in-kind donations easily expand the impact and effectiveness of their members’ work.

How do I get to Rotary Club Central?

Go to www.Rotary org/Clubcentral

You need a My Rotary account to go to Rotary Club Central.

If you do not have an account, please go to www.Rotary.org/myRotary

Who can use Rotary Club Central?

All Rotarians can view the goals and achievements for their Club The current and incoming Club President, secretary, executive secretary, treasurer, Foundation Chair, and membership chair can add and edit the goals and achievements for their Club

CLUB PRESIDENT - ROLE AND RESPONSIBILITIES

The role of Club President is to lead your Club, ensuring it functions effectively

An effective Rotary Club is able to

• Sustain or increase its membership base

• Implement successful projects that address the needs of its community and communities in other countries.

• Support The Rotary Foundation through both program participation and financial contributions.

• Develop leaders capable of serving in Rotary beyond the Club level.

The elements of an effective Club can help Clubs increase their ability to meet their goals in each Avenue of Service Implementing successful service project affects Vocational, Community and International Service. Increased membership gives a Club a greater pool of Rotarians working in each avenue Supporting The Rotary Foundation affects both Community and International Service Streamlined processes, better communication, strategic planning and increased member involvement will improve Club Service With efficient operations in place, your Club can become more effective in achieving the Object of Rotary

Your responsibilities as Club President are summarized below and explained throughout the manual provided by RI (see chapter references in parentheses)

• Note : An asterisk (*) indicates a responsibility outlined in the Recommended Rotary Club Bylaws and Standard Rotary Club Constitution.

• Registering for Member Access at to obtain your Club’s administrative data from RI

• Ensuring that your secretary and treasurer has registered for Member Access in order to keep membership and Club data current.

• Implementing and continual evaluation your Club’s goals for your year in office, ensuring that all Club members are involved and informed

• Ensuring that each committee has defined goals

• Encouraging communication between Club and District committee chairs.

• Conducting periodic reviews of all committee activities, goals and expenditures

• Present at all meetings of the Club

• Ensuring that all meetings are carefully planned

• Communicating important information to Club members

• Providing regular fellowship opportunities form members

• Preparing for and encountering participation in Club and District meetings

• Planning for all monthly board meetings

• Ensuring the Club is represented at the District conference and other District meetings

• Promoting attendance at the annual RI Convention. Working with your Club and District leaders

• Developing, approving and monitoring the Club budget while working closely

• Working with District leadership to achieve Club and District goals

• Using information and resources from the District. RI Secretariat

• Preparing continuity in leadership and service projects

• Ensuring continuity in leadership and service projects

• Submitting an annual report to your Club on the Club’s status before leaving office

• Conferring with your successor before leaving office

• Arranging for a joint meeting of the incoming board of directors with the outgoing board

• Ensuring that a comprehensive training program is implemented by the Club and appointing a Club trainer(s) to carry out the training. If needed

• Ensuring that RI youth projection policies are followed

• Ensuring that Rotarians in your Club are familiar with the Statement of Conduct for Working with Youth

• Terminating or not admitting to membership any person who admits to, is convicted of or is otherwise found to have engaged in sexual abuse or harassment

• Prohibiting non-Rotarians who admit to are convicted of or otherwise found to have engaged in sexual abuse or harassment from working with youth in a Rotary context

• Supporting the volunteer selection, screening and training requirements outlined for the Youth Exchange program

• Planning for youth protection in all Club service activities that involve young people

• Use the Club President’s Monthly Checklist when planing your year as President and reviewing your responsibilities as President - elect and President

Club Secretary Role And Responsibilities

On 1 July 2021, you officially take office as Club secretary Your experience and workload will depend on your Club’s size and activity and your familiarity with Rotary and your new role. Your primary role as Club secretary is to help the Club function effectively.

As Club Secretary, you receive information from the board, Club committees, Club members, the District Governor, your Assistant Governor, Rotary International, and The Rotary Foundation of RI. It is important to monitor trends in Club activities to help identify the Club’s strengths and weaknesses and communicate this information to your fellow Club and District leaders for further action. To prepare for your role, consider questions such as:

• What is the process for tracking attendance, and what do attendance report indicate about Club member satisfaction?

• What is the secretary’s role with the Club Website or bulletin?

• How does the secretary traditionally work with the Club President?

• How are weekly meetings planned?

• What processes are in place for Club archive maintenance, correspondence, and minutes?

• What can the Club improve? • Begin to think critically about how this information can be used to benefit the Club

• Your responsibilities as Club secretary are summarized below and explained throughout the manual. As Club Secretary you are responsible for:

• Maintaining Membership records.

• Recording attendance at meetings, and reporting monthly attendance figures to the District Governor within 5 days of the last of meeting of every month

• Sending out notices of meetings of the Club, board, and committees

• Recording and maintaining minutes of Club, board, and committee meetings

• Making required reports to RI and your District

• Working with other Club Leaders.

• Performing any other duties that usually pertain to the office of secretary

To further prepare for your role, attend the secretary training sessions at PETS and District Assembly. Incoming Club Presidents, Secretaries, Treasurers, and Committee Chairs are expected to attend the District assembly, where you will meet fellow Club leaders from other Clubs in the District and District level Rotarians.

This annual training meeting brings together Club leaders to discuss their roles and responsibilities as well as goals for the upcoming year the planing Guide for Effective Rotary Clubs in the District and District- level Rotarians.

Club Treasurer Role And Responsibilities

On 1 July, you officially take office as Club Treasurer. Your experience and workload will depend on your Club’s size and activity and your familiarity with Rotary and your new responsibilities. Your responsibilities as Club treasurer include

• Managing funds

• Collecting and submitting dues and fees

• Reporting on the state of your Club’s finances

• Working with The Rotary Foundation

• Developing a budget

• Preparing Your successor

To prepare for your term, learn what will be expected of you by the Club’s board of directors and members, your District, and Rotary International. It is recommended that you assist the outgoing Club treasurer before taking office to better understand your role Ask questions such as :

• How are the bank accounts set up ?

• How do Club members pay dues?

• Does the Club have any outstanding debt?

• What is the budget for the coming year? How was it established?

• How are funds allotted for Club committees?

• What kind of accounting system is in place for bookkeeping? How are financial records kept?

• What paperwork needs to be filed with the Club board, District, RI, or local government (e.g., for changes to bylaws, taxes)?

To further prepare, attend the treasurer training sessions at District Assembly This meeting is a good place to network with Rotarians who could assist you during your term, including your assistant Governor and District finance committee members. Consult with incoming and outgoing treasurers in other Clubs to compare your responsibilities, reporting, requirements, and accounting procedures.