District 5450 Rotary Grants Overview
March 16, 2021
 
 
 
 
 
Rotary International’s Grant Program has been incredibly successful over the years. Changes implemented with Future Vision in 2013-2014 strengthened the program even further, introducing the six (soon to be seven) Areas of Focus as well as adding sustainability, monitoring and evaluation requirements. The effect of these changes has been amazing:  Rotary awarded over 1,300 Global Grants in 2019-2020, worth $95.6 million dollars.  This compares to 868 Global Grants worth $47 million in 2013-14. Successful doesn't begin to describe the power of the program and the dedication of the Rotarians involved in these grants.
 
Rotary has and continues to respond to this incredible success as good stewards of the funds that Rotarians and others have contributed to the Rotary Foundation (TRF).  As a result, there are changes that have already occurred and some scheduled in the future in order to strengthen the Rotary Foundation Programs.  The information below reflects changes through February 2021.
 
Club Qualification for Sponsoring Rotary Grants
A District 5450 Club that sponsors a Global Grant or District Grant must be “qualified” before the grant application can be approved.  Club qualification is renewed annually and requires that:
  1. The Club President must have attended a PETS training or an approved alternative.
  2. The Club President or Representative must attend a District 5450 grant training seminar for the grant year.
  3. An Memorandum of Understanding (MOU) by signed by the president and president-elect for the grant year be submitted to District.
  4. Proof of current IRS Form 990 filing be submitted to District.
  5. All reporting on prior Rotary grants is up to date.
Go to the Club Qualification page for more information and instructions.
 
District Designated Funds
Effective July 1, 2021, 5% of the Rotary Annual Fund (SHARE) contributions will be allocated to help fund operating expenses.  50% of the remaining contributions to the Annual Fund will be returned 3 years later to the District as DDF (District Designated Funds).  DDF is divided into two separate pools:
  • District Grant DDF which is sent to the District and used as the match for District Grant awards, which are administered by the District.
  • Global Grant DDF, which is held by TRF and is used as a match for Global Grants, which are reviewed and approved by TRF.
District Grants
 
There are currently no changes in the operation of District Grants from 2020-2021 to the year starting July 1, 2021.  Complete Guidance for District Grants can be found in the District 5450 District Grants Terms and Conditions, which can be accessed using the link on the left side of this page.
 
District Grants are humanitarian projects, either local or international, that meet TRF and District guidelines. A District Grant:
  • Meets a need identified by an underserved community.
  • Is a Rotary project, with signage and publicity; not the project of another organization.
  • Has all Grant funds under the control of Rotarians.
  • Does not incur expenses or begin until the Grant application has been approved.
  • Has active participation by the sponsoring Rotarians in District 5450.
  • Is designed to be completed by the end of the Rotary year.
  • Meets the additional requirements included in the District 5450 District Grant Terms and Conditions referenced above.
District Grant Funding 
  • Club funds will be matched $1 to $1 with DDF up to the limits below.  District Grants do not receive additional matching funds from TRF.
  • The DDF pool for District Grants is separate from that for Global Grants.  The amount of DDF available for 2021-2022 for District Grants will be determined by District leadership before June 30, 2021.
  • Approved District Grant applications will be awarded DDF until the DDF pool is exhausted. The District may prorate awards in the month in which the DDF runs out.
  • Club limits apply separately to local and international projects. 
  • The maximum DDF available to a Club is $3,000 for local projects and separately $3,000 for international projects.
  • Project Limit:  The maximum DDF that may be requested for each District Grant is determined by the number of Clubs contributing to the Grant:
    • $3,000 if there is only one Club
    • $4,000 if there are two Clubs
    • $5,000 if there are three Clubs
    • $6,000 if there are four or more Clubs
Conflicts of Interest
All Rotary Grants must meet the RI conditions related to Conflicts of Interest, whether real or apparent.  For District Grants, a Rotarian with a conflict of interest may not be a member of the grant’s committee or involved in the oversight of the grant.  For Global Grants, RI will determine if and in what way a Rotarian with the conflict of interest may be involved in the grant.
 
Any potential (real or apparent) conflict of interest must be disclosed in the Grant application.  
 
Global Grants
 
Guidance for Global Grants through the Rotary year ending June 30,2022 can be found in the District 5450 District Grants Terms and Conditions, which can be found using the link on the left side of this page.
 
Global Grants are international projects jointly sponsored by a Rotary Club in the project country—the Host Club—and an International Rotary Club.  RI expects that the Host Club be the primary driver and implementer of the Grant.  A Global Grant:
  • Must be in one of the Areas of Focus.  There are six Areas of Focus through June 30, 2021, and a seventh Area of Focus, Environment, is being added effective July 1, 2021.
  • Meets a well-defined need identified jointly by an underserved community, the Host Rotary Club and possibly other organizations.
  • Is a Rotary project, with signage and publicity; not the project of another organization
  • Has all Grant funds under the control of Rotarians, in the project country if possible
  • Has active involvement by both Host and International Rotarians
  • Is a large, generally multi-year project.  There is no minimum amount from The Rotary Foundation World Fund, but the minimum project size is $30,000. 
Global Grant Funding
DDF for Global Grants is only available as a dollar for dollar match to a Club’s cash contribution up to the limits below. Effective July 1, 2021, the match on DDF will be 80%.  If a Global Grant application is submitted to RI by May 31, 2021 and approved by June 30, 2021 the match on DDF will be 100%. 
 
  • The amount of DDF available for 2021-2022 for Global Grants will be determined by the District leadership before June 30, 2021. 
  • Global Grant DDF will be awarded on a First Come First Serve basis until the DDF pool is exhausted. Details of that process can be found in the District 5450 Terms and Conditions document for Global Grants.
  • Club Limits:  The maximum DDF that a Club may request as a match in the Rotary year is $15,000 for one or more Global Grants. 
  • Grant Limit: The maximum DDF that may be requested for a Global Grant is determined by the number of Clubs contributing to the Grant:
    • $10,000 if there is one Club
    • $15,000 if there are two Clubs
    • $20,000 if there are three Clubs
    • $25,000 if there are four or more Clubs.
Cash will only be matched if it originates from a Club in District 5450.  Because DDF is is comprised of contributions from District Rotarians (and possibly their relatives), any transfer of funds from another District or any organization to a District 5450 Club for the purpose of increasing matching District 5450 DDF is strictly prohibited.
 
Global Grant Applications will be allocated DDF on a first come/first served basis until all DDF reserved for Global Grants are exhausted.   Details are included the the Terms and Conditions document referenced above.
 
Rotary Grant Scholarships
Each year, the District will submit a candidate to Rotary International for consideration for a Rotary Global Grant Scholarship of $30,000 for graduate study.  Candidates must study in one of Rotary’s Six Areas of Focus and demonstrate that their work history and career plans align with their Area of Focus.  Rotary International makes the final decision regarding the candidates.
 
Clubs are encouraged to identify potential candidates and direct them to the District website for more information.  Preliminary applications are required in early October, with interviews in December.  Selection of scholarship candidates is made soon after for submission to Rotary International for consideration.  The scholarships are awarded for study in the subsequent academic year.