QUALIFYING AND APPLYING

Grant Qualifications and Applications

Qualifying 

Districts first become qualified in order to receive grant funding from The Rotary Foundation. Clubs wanting to apply for district, global or packaged grants must also be qualified. The qualification process makes sure each district and club understands their financial responsibilities, including stewardship, and is prepared to take on these new responsibilities.

For clubs to become qualified each year, they need to (also see further details below):

  • Agree to the club qualification MOU (the club’s president and president-elect must sign)
  • Send at least one member to the grant management seminar
  • Complete any additional requirements of their individual district

Making Application

Clubs are ready to make application when they have a project ready to propose, have met eligibility requirements, and are in compliance with the Memorandum of Understanding (MOU), and the Terms and Conditions of the grants programs, can then proceed with the application process.

Qualifications for Seeking a Foundation Grant

Review these qualifications carefully before submitting a club or district application for a grant.

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2015-2016 QUALIFICATIONS FOR CLUBS

Qualifications for club eligibility include —

  • Meet district requirements
  • Club must have filed an IRS Form 990 for the year 2014 and upload a copy attached to each grant application on MatchingGrants.org, need help?  Begin here…
  • Club President and President Elect MUST both agree to the terms of the Memorandum of Understanding (MOU) on the District website, sign and upload a copy attached to each grant request on MatchingGrants.org.
  • Attendance at Rotary Foundation Grant Management seminar
  • Club MUST have made some(5) cash contribution to the Rotary Foundation Annual Fund before May 15, 2015.
  • District Grant from 2014-2015, must have a status of “Completed”, all documentation uploaded and Final report filed to MatchingGrants.org website.
  • Comply with Grant Terms and Conditions
  • Agree to record keeping of expenses and receipt retention requirements
  • Proper grant oversight with committee of three club members
  • Bank account solely for Rotary Foundation Global Grant funds
  • Ensure funds used only for qualified expenses

Requirements to maintain club qualification status —

  • Adhere to terms of the club Memorandum of Understanding (MOU). 
  • Implement stewardship and grant management practices to prevent misuse of funds
  • Appoint a club member/committee to manage club qualification
  • Submit reports on timely basis

Club qualification checklist —

  • What MOU requirements does club already implement?
  • What requirements does club need to implement?
  • What members would be good choices to help implement the club MOU?

2015-2016 QUALIFICATIONS FOR DISTRICT

Districts must also be eligible to receive Global Grant funds.

To be qualified, districts must —

  • Sign and comply with club Memorandum of Understanding (MOU)
  • Comply with Grant Terms and Conditions
  • Establish District Rotary Foundation Financial Management Plan. (as .pdf) | (as .doc)
  • Agree to record keeping and receipt retention requirements.
  • Establish committee oversight structure for grant. Audit and Oversight committee comprised of at least three Rotarians and ratified annually by the current District Governor.
  • Establish a bank account used only for Rotary Foundation Global Grant funds
  • Ensure funds are used only for qualified expenses.
  • Maintain complete accounting and financial records of all expenses and supporting documentation.
  • Timely submission of grant reports at the conclusion of project completion and/or as requested.

  1. Qualified clubs in RY 2014-2015:  filed IRS-990, signed MOU, completed grant training.
  2. Qualified clubs in RY 2014-2015 each received $1000.
  3. Terms and Conditions for Rotary Foundation District Grants and Global Grants (updated December 2014) (Rotary_Grants_postOct2012_terms_conditions_en.pdf)
  4. District Grant Training:  District Assembly (3-21-15 in Kearney) or online (TBD).
  5. Minimum contribution to TRF Annual Fund for RY 2014-2015 something greater than $0.