The forms and documents in this section are to facilitate involvement with The Rotary Foundation by district clubs as well as individual Rotarians.
To open or download any of the document below, simply CLICK on the name of the document.
Mini Manual for PE's attending PETS This guide has been developed for President-Elect training (PETS) and provides incoming Presidents with an understanding of how TRF works in D9930.
Giving to The Rotary Foundation
TRF Annual Giving Brochure This brochure provides information about District 9930's programme for encouraging individual support to The Rotary Foundation. It is a good tool for club's to give to all their members.
Individual Giving
TRF Member Commitment Form This form is for individual Rotarians to make an annual pledge to support The Rotary Foundation. It is part of Rotary's "Every Member, Every Year" campaign to encourage Rotarians to be regular supporters of the foundation. Clubs are encouraged to use this form to promote a total club commitment To the Rotary Foundation (such as a Centurian or Sustaining Member)
TRF Bank Authorisation Form This form is for use by individual Rotarians to authorise their bank to make regular automatic contributions to the Rotary Foundation. The form allows the donor to specify the amount and the frequency of the automatic contributions as well as the period of time (for example $20 per month for 2 years)
Club Giving
Multi-Donor Form This form is for use by the individual in the club (typically the Treasurer) responsible for reporting club and member contributions to The Rotary Foundation. This single form is for reporting both club contributions as well as individual contributions. It is the key form to ensure that proper credit is given by for:
- Club contributions and for Paul Harris Fellow credits
- Club recognition for district Foundation support
- Individual recognition and tax deduction credit
This form is in interactive PDF format which means that you can enter your response directly into the form. You can then save the document under a unique name and email to the Foundation Administrator.
Paul Harris Fellow Award application This form is to be completed when applying for a Paul Harris Fellow Award. Clubs must have at least 1000 recognition points recorded (i.e. USD$1,000 contribution to The Rotary Foundation) before submitting an application. Clubs should allow four weeks for this application to be processed and shipping of the award certificate and pin.
IMPORTANT EXCHANGE RATE INFORMATION: All contributions to The Rotary Foundation are credited to the individual, or club, in US Dollars. Since contributions made by D9930 individuals and clubs are made in New Zealand dollars, these contributions will be converted to US dollars at an exchange rate which is set monthly by Rotary International. To determine the current exchange rate go to:
https://my.rotary.org/en/manage/club-district-administration/club-administration When the webpage opens, go to "Club Finances / Invoice" and select "Rotary Exchange Rate".
Tools for Secretaries
TRF Tools for Secretaries A comprehensive guide for club secretaries are a range of matters related to their involvement with The Rotary Foundation
District Grants
A District Grant is an annual block grant that the receives from The Rotary Foundation which it disburses to clubs in the district. District grants are used to address smaller and more immediate needs in local communities and abroad . Clubs apply directly to the District Foundation Committee. Grant criteria and awards are handled by the district. Applications for District Grants are received A comprehensive Guide to District Grants can be viewed (and downloaded from this site. The guide addresses every aspect of creating a project and applying for District Grant.
The "Guide to District Grants" is an interactive document, which means that you open links to forms, documents, and other resources by simply clicking on the links indicated in BLUE within the guide. But keep in mind, to use this feature you must view the guide on a computer of tablet.
To download just click on the image or CLICK HERE: "Guide to District Grants"
Note: A print version of the guide is available. It is the same as the interactive version above, however the intensive use of colour has been removed to save your printer's ink or toner.
District Grant Forms: All forms for application and management of a District Grant can be found in the "Foundation Forms and Downloads" area of this website
Global Grants
Global Grants offer clubs and districts the opportunity to participate in strategically focused, high-impact, activities within the six areas of focus established by The Rotary Foundation. The minimum total budget for a global grant project is US$30,000. Clubs apply directly to The Rotary Foundation. Global Grant projects a done in partnership with at least one other Rotary club or district in another country. Applications can be submitted at any time during the year and grant awards are made throughout the year.
To download just click on the image or CLICK HERE: "A Guide to Global Grants"
A comprehensive guide to Global Grants is also available on the Rotary International website. By going to this area of the RI website you will also be in the work area for applying and managing a Global Grants. It's good to become familiar with this area of the RI website. Just click on the image below.
The district is responsible for conducting Global Grant Training Seminars which qualify clubs to apply for a Global Grant. However, the district does not handle applications for Global Grants or oversee the management of the grants. A comprehensive guide to Global Grants is available on the Rotary International Website. As all matters related to Global Grants are handled directly by The Rotary Foundation, you will need to manage a grant application through the Rotary International website.
Other Rotary Funding for International Projects
Assistance to carry our international projects can also be provided by Rotary New Zealand World Community Service (RNZWCS). It may be possible to access funds through the New Zealand Aid Programme (NZAP) for projects meeting strict criteria relating to development and capacity building as distinct from welfare. Applications for NZAP grants must be made through RNZWCS Ltd. The application process for these grants can be quite complex and clubs are encouraged to seek advice as early as possible.
Rotary Foundation Grants
The Rotary Foundation grant structure enables Rotarians to change people’s lives, make the world a better place, and help meet the priorities and goals of Rotary’s strategic plan. The grant structure of The Rotary Foundation is based on two types of grants, DISTRICT GRANTS and GLOBAL GRANTS
Further information on either of these two grants can be requested from the District Foundation Chair or the TRF Grants Sub Committee Chair:
District Grants
Clubs seeking to learn more about District Grants, or wish to apply for a District Grant, should download this comprehensive "Guide to District Grants" This guide addresses every aspect of creating a project and applying for a District Grant project. Note: A print version of the guide is available. It is the same as the interactive version, however, the intensive use of colour has been removed to save your printer's ink or toner.
District Grant Application Use this form to apply for a District Grant. The form is in MS Word format and you can enter your information directly into the form.
Alternatively, if you are unable to use the MS Word version of this form you can use the PDF version. This version allows you to enter your application information but is less flexible than the MS Word version, NOTE. You must save the PDF file to preserve the information you have entered into the form.... preferably naming the file with your club name )
District Grant Guidelines Specific guidelines and funding information applicable to the current grant year,
District Grant Timelines Important current-year dates applicable to applying for, and managing, a District Grant
District Grant Reporting Form: For use by recipients of a District Grant to comply with their reporting requirements. This is form can be used for any Rotary Year and can be used to provide updates on previous reports.
Terms and Conditions for Rotary Foundation District Grants and Global Grants These are the rules with which both the District and clubs must comply when receiving funds from the Foundation
Club Memorandum of Understanding This document must be signed and current before any District or Global Grant, or Rotary Foundation funded scholarship, can be approved.
Club Memorandum of Understanding Worksheet This worksheet will take you through a step-by-step process to help you understand what your club is committing to when it signs the Memorandum of Understanding and how to implement it.
Club Financial Management plan) All Clubs that apply for a District Grant are required to have a Club Board approved Financial Management Plan relating to the receipt and application of funds from the District Grant. This worksheet will give you a draft template version of the Club Financial Management Plan that can be used as a template for developing your own club’s approved plan.
District 9930 Foundation Grants Financial Management Plan This document is the District Financial Plan as required by Rotary International and provided here for your reference
Community Assessment Tools A comprehensive guide for insuring your project matches the needs and priorities of the community you wish to serve
Past District Grants, by year, along with a brief description of each grant and the funding received
Global Grants
Global Grants offer clubs and districts the opportunity to participate in strategically focused, high-impact, activities within the six areas of focus established by The Rotary Foundation. The minimum total budget for a global grant project is US$30,000. Clubs apply directly to The Rotary Foundation. Global Grant projects a done in partnership with at least one other Rotary club or district in another country. Applications can be submitted at any time during the year and grant awards are made throughout the year.
Clubs seeking to learn more about Global Grants, or wish to apply for a Global Grant, should download this comprehensive "Guide to Global Grants" This guide addresses every aspect of creating a project and applying for Global Grant projectTo download the guide click on this image or CLICK HERE: " A Guide to Global Grants"
The "Guide to Global Grants" is also available on the Rotary International website. By going to this area of the RI website you will also be in the work area for applying and managing a Global Grants. It's good to become familiar with this area of the RI website. Just click on the image below.
The district is responsible for conducting Global Grants Management Training Seminars which qualify clubs to apply for a Global Grant. However, the district does not handle Global Grant applications. You need to apply directly by The Rotary Foundation to apply for a Global Grants.
