District Grant FAQ

2017-18 District Grants

Answers to District 5030 Questions

The following list of District Grant questions contains links (bold type) to resources that more fully explain the answers given here.

What has the New Grant Model changed?

Major changes:

– District Simplified Grants have been replaced with District Grants administered by District 5030.

– These District Grants can match club contributions up to $12,000 for community projects.

–  International project proposals can qualify for District Grants if they do not qualify for a Global Grant.

–  District Grants of over $5000 must meet sustainability requirements in at least one of the six Areas of Focus.

–  International projects seeking a District Grant over $5000 may be required to have a host country partner club in the project area.

– Deadline is September 15, 2015 for submitting a simple project proposal to the District.  The proposal form with instructions is here.

– Partnerships with other D5030 clubs are now encouraged through a financial incentive that can triple the match for a partner club up to $1000 per club and $3000 per project.

– A club must sign an MOU with the District to lead a project.

– To qualify for a 100% match for either a District Grant or a Global Grant, the average minimum contribution by club members to TRF over the two years preceding the grant must be at least $100 per member and come from at least 50% of the total membership.

Why should my club apply for a District Grant?

–  District 5030 is now able to offer these grants with more flexibility and funding to encourage new club projects that save and improve lives here and abroad.


What are the minimum qualifications to be a lead club applicant for a District Grant?

–  Applicant club must have signed an MOU with the District, trained at least two members on the New Grant Model, and be current with the District and TRF on dues and reports.


Are there minimum qualifications to be a partner club?

–  Not at this time.


Is the incentive match for a partner club only 50% if the club does not qualify for a 100% District match?

– No.  All partner incentives are 100% of the partner club’s project contribution up to $1000 per club and $3000 per project.


Does the partnership incentive apply to participating clubs from other Districts?

– No.  It only applies to District 5030 clubs.


 What is the role of a host country partner club and when is one required?

–  A host country partner club in the project area is preferred for all international projects.  Engaging local Rotarians can increase a project’s impact and sustainability through the relationships they build with project beneficiaries and local leaders.  They can also be a resource for project planning, monitoring and evaluation.  A host country partner club is required for most Global Grants and some District Grants over $5000 where these roles are important to the project’s success.


If total club contributions to a community project including partners total $12,000, does the partner incentive increase the total District Grant above $12,000?

–  No, the maximum District Grant per project is $12,000, including partner incentives.


Will an international District Grant proposal for $15,000 be accepted if it qualifies for a Global Grant?

–  An international District Grant proposal with clubs contributing over $8,600 will receive more matching funds from a Global Grant if all of the clubs qualify for a 100% match.  In that case, for example, a Global Grant will provide $25,000 in matching funds for $10,000 in club contributions from the TRF World Fund vs. a maximum of $13,000 from District Grant funds.  If District 5030 receives such a proposal, it will work with the lead club to convert their proposal into a Global Grant.  That provides their project with the maximum match available and conserves District Grant funds for other projects.


Does a lead club need to have its own foundation?

–  No, the lead club is only required to have a separate bank account set up to administer the grant money. Its own foundation gives a lead club the capacity to solicit and accept project contributions that require a 501(c)3 recipient. Without a foundation, a lead club’s project funding is limited to their own resources and other contributors who don’t need tax deductibility.  Using another club’s or the District’s foundation is not permitted because a lead club is required by its MOU to manage all project funds through its own project bank account.


Why does District 5030 require TRF giving minimums to qualify for a 100% match?

– The spirit of TRF giving is engagement.   Your District leadership’s goal is to have every Rotarian participate in the programs of the Foundation every year and to contribute to the Annual Fund of the Foundation every year.  On the path to this goal, we generate more funds that are returned to clubs as District Grants and Global Grants.  Those additional funds save and improve more lives.  In District 5030, we’re rewarding projects proposed by clubs that have achieved greater member participation and engagement.


Can project funds from the community count toward a District match?

–  Yes, if they are first given to the club whose contribution is seeking a District Grant and included in their contribution.


Do club contributions toward a scholarship for study abroad require a local Rotary partner club to receive a District Grant?

–  A local Rotary partner club is preferred but not required.


Must travelers funded by a District Grant for a project development trip be Rotarians?

–  No.  But they must have the skills, experience and Rotary connections to engage local Rotarians in the project’s design and implementation.


Will a District Grant proposal from a Rotaract or Interact Club be accepted?

–  Yes, thanks to a recent decision by the RI Trustees.  The Lead Club must make a commitment to become unless a contributor to TRF.  Partnerships with other Rotaract Clubs and District Clubs are encouraged.


Whom should be contacted to secure the assistance of a Transition Team member?

– Steve Crane, Chair at craneintl@aol.com or Cathy Burnell, Co-Chair at CBD@ProductDesignCBD.com

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