What could this idea change?
Local philanthropic funds support a verified priority with transparent stewardship and useful outcome evidence.
M-T1-SP-22 · Theme 1
Local Foundation Partnerships
Align a local foundation's grantmaking with a community-owned Rotary project that is eligible, measurable and ready for disciplined acquittal.
Where this idea came from
- Playbook entry
- M-T1-SP-22 · Local Foundation Partnerships
- Theme
- Theme 1: Attraction & Visibility · Subtheme SP: Strategic Partnerships
- Source material
- Existing checked Theme 1 guide
- Linked playbook entry
- M-T1-SP-22 · Local Foundation Partnerships
Could this work in our club?
- Community foundations, philanthropic trusts, grants committees, auspice bodies, Rotary treasurers and project sponsors. Use when a foundation's stated purpose and geography match an approved community project.
Before you start
- Current guidelines, eligibility, exclusions, decision calendar and authorised applicant confirmed.
- Costed project plan with co-contributions, contingency, evaluation and post-grant sustainability.
- Conflict declarations and a capable financial and reporting owner.
At the end: Thank the foundation without implying future funding, provide any scheduled post-grant result, and archive conditions for audit and subsequent applications.
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.
Worksheets for your club
Open them online, print them or change them to suit the way your club works.
Implementation and budget plan
Use this worksheet to turn the idea into a short list of actions, dates, costs and responsibilities.
Open worksheetPartnership and stakeholder map
Use this worksheet to agree what the club and any partners will each contribute, decide and protect.
Open worksheetWorkflow and minimum-data register
Use this worksheet to map each step and keep only the information the club genuinely needs.
Open worksheet