Rotary District 9510Membership HubLegendary Clubs PackageM-T1-SP-04

M-T1-SP-04 · Detailed guide · Theme 1

Charity Collaboration Projects

Co-deliver a tightly scoped project with a charity so its service expertise and Rotary's local mobilisation produce a visible, accountable result.

Where this idea came from

Playbook entry
M-T1-SP-04 · Charity Collaboration Projects
Theme
Theme 1: Attraction & Visibility · Subtheme SP: Strategic Partnerships
Source material
Existing checked Theme 1 guide
Linked playbook entry
M-T1-SP-04 · Charity Collaboration Projects

Why a club might use this

A defined gap is addressed without building a parallel service, and donors can see who is accountable for each resource and outcome.

Use it when

  • Registered charities, service beneficiaries, Rotary project committees and local donors. Use when a charity can identify a specific service gap suitable for a finite joint project.

Before the club starts

  • Verification of the charity's identity, current registration and relevant licences or accreditations.
  • A beneficiary-informed scope, itemised budget and confirmation of any DGR or fundraising representations.
  • Written agreement on money, donated goods, volunteers, publicity and residual assets.

Capacity guide

Likely cost
$$
Lead time
4-6 weeks
People
3-5 members

How to put it into practice

Detailed implementation steps for Charity Collaboration Projects
StepActionSuggested owner
1Ask the charity to define the service gap and evidence of need.Charity liaison
2Select a deliverable matched to Rotary capacity and the charity's operating model.Project committee
3Set the budget, donation pathway, volunteer standards and beneficiary protections.Treasurer and safeguarding lead
4Deliver under the charity's service protocols with a shared issue log.Joint project manager
5Reconcile funds, assets, outputs and beneficiary feedback at close.Acquittal owner

Controls and safeguards

  • Make tax-deductibility and fundraising claims only when the authorised entity and jurisdictional rules support them.
  • Do not photograph, name or profile beneficiaries without informed permission and a safe refusal option.
  • High — fundraising law, DGR claims, beneficiary dignity and financial custody must be verified for the actual project.

What to measure

  • Agreed project output is delivered within approved scope.

Follow-up: Issue a joint completion note, return a transparent acquittal to contributors, and defer any repeat project until beneficiary and operational lessons are accepted.

Related playbook entries

  • M-T1-SP-22
  • M-T1-SP-28
  • M-T1-CP-19

Before your club says yes

Does the idea fit?

Talk with the people it is meant to serve and check that the need is real.

Who can say yes?

Name the person or group that can approve the work, spending and any safety arrangements.

Are people protected?

Check privacy, consent and safety. Collect only the information you genuinely need.

Can everyone take part?

Check the language, format, place, technology and cost for barriers.

Are the facts and permissions right?

Check names, claims, images, quotations, partner references and Rotary branding.

How will we learn?

Note where things stand now, check in at 30, 60 and 90 days, and decide what to do next.