I had the pleasure of attending the Club TRF Chair Training Seminar yesterday at Holiday Villa, Ampang. There was a huge turnout and I found the sharing of information and experiences invaluable. The icing on the cake – meeting up with so many friends!
One of the insights shared related to Matching Grants – particularly that only a small percentage of our 72 clubs ever make an application for one. I have therefore decided to share some thoughts on the subject to encourage more clubs to make use of the matching grants.

To put it simply – if you are prepared to endure some paperwork – you can exponentially increase the funding for your project and carry out more worthy projects.
Matching Grants fall into two categories:
- Non-competitive – up to US$25K. Applications are considered and approved on a first-come, first served basis if funds are available.
- Competitive – above US$25K up to US$150K. Applications are considered and approved twice a year by the Board of Trustees of TRF – submission deadlines: 1 August and 1 January.
I am going to help you step by step to choose a project and apply for a matching grant.
STEP ONE – CHOOSING A PROJECT
The type of project that you can get a matching grant for is important to bear in mind. You have to choose a project that falls within the criteria set, as follows:
| ELIGIBLE |
INELIGIBLE |
| Revolving loans/microcredit |
Establishment of a foundation, permanent trust, or long-term interest-bearing account |
| Short-term rent or lease of buildings |
Purchase of land or buildings, rent for housing |
| Construction of infrastructure such as service roads, wells, reservoirs, dams, bridges, latrines, toilet blocks, water supplies, and other similar structures |
Construction or renovation of any structure in which individuals live, work, or engage in any gainful activity. This includes buildings, containers, mobile homes, or structures where individuals carry out any type of activity such as manufacturing, processing, maintenance, or storage, including provision of new services or upgrade of facilities |
| Purchase of equipment or appliances |
Provision of plumbing or electrification inside buildings |
| Short-term and/or contracted labor for project implementation |
Salaries for individuals working for another organization |
| Administrative expenses for project activities |
Operating or administrative expenses of another organization |
| Primary and secondary education, tuition, transportation |
Postsecondary education activities, research, or personal or professional development |
| Domestic travel |
International travel |
| Detailed, itemized expenses |
Contingencies, miscellaneous expenses |
| Assistance to land mine victims |
Land mine removal |
| Publicity expenses such as newspaper fees, or printing of posters, brochures, or fliers to inform the community of an available service |
Rotary signage |
| Vaccines and immunizations, if the project is consistent with the criteria, procedures, and policies of the PolioPlus program and World Health Organization |
Transportation of vaccines or immunizations by hand over national borders |
| New Rotary-sponsored projects not already in progress or completed |
Projects already undertaken and in progress, existing projects, activities primarily sponsored by a non-Rotary organization, or projects already completed |
| Maternal and prenatal health and education |
Purchase and distribution of birth control devices and ultrasound equipment for use in sex determination |
| Budgeted and itemized humanitarian goods |
Unspecified or cash donations to beneficiaries or cooperating organizations |
| Humanitarian or service activities benefiting a community in need |
Fundraising activities or expenses related to Rotary events such as district conferences, anniversary celebrations, or entertainment activities that do not include a humanitarian aspect |
| Secular, nonreligious activities that benefit a community in need |
Projects that support purely religious functions at churches and other places of worship |
From the above the following can be summarised:
- The project MUST be a humanitarian project.
- The funds CANNOT be used to purchase land or substantial buildings, pay salaries and/or operational or administrative expenses.
- The funds MAY be used for individual travel expenses only when such travel is essential to success of project. Maximum – 10% of project budget.
- Project must be new and approved by The Rotary Foundation.
- Rotarians, their families, employees and Rotary employees cannot benefit.
- If the project is undertaken in cooperation with a non-Rotary organisation, the project must be initiated, controlled and run by a Rotary club and must visibly have Rotary identification.
- The Non-Rotary organisation must be reputable and cooperate fully in all financial matters.
Once you have identified an ELIGIBLE project. You have to bear the following in mind.

STEP TWO – ESSENTIAL REQUIREMENTS
- Internationality – the project requires the involvement of Rotary clubs or districts in at least two countries, NOT 2 DISTRICTS.
- Rotarian involvement – there must be significant Rotarian involvement.
- Financial stewardship – the club must have proper financial control of the funds provided. A separate bank account must be used.
STEP THREE – HOW TO APPLY
The club must complete a Matching Grant Application (141-EN) and submit it to TRF. The form can be downloaded in ‘word’ format at: http://rotary.org/RIdocuments/en_doc/141en.dot
Applications are accepted from 1 July to 31 March in any given Rotary year. I would advise you to submit your application as early as possible to avoid delays associated with submission of applications close to the 31 March deadline. If your project involves revolving loans or microcredit, the Revolving Loan Fund Supplement Form and Credit Group Plan must be included with your application. You can download the form at:
http://www.rotary.org/RIdocuments/en_doc/hg_revloan_agreement_en.doc
Requests of US$25,001-US$150,000 are considered on a competitive basis and must be received at TRF by 1 August for consideration at the October Trustees’ meeting and 15 December for consideration at the April meeting. My advise is that unless your project has very strong merits, don’t waste your time applying for a competitive grant.
Your applications should be submitted single-sided and unbound and should be typed, not handwritten. Use only ENGLISH terms. Don’t say Sekolah Kebangsaan Taman Desa. Say, ‘Taman Desa’ Primary School.
Send your completed application to:
Humanitarian Grants Program
The Rotary Foundation
One Rotary Center
1560 Sherman Avenue
Evanston, IL 60201-3698 USA
Fax: 847-866-9759
E-mail: contact.center@rotary.org
STEP FOUR – FILLING IN THE FORM
1. The first item that needs to be filled in is the PROJECT DESCRIPTION.
(a) the project site - Lets say you are you are setting up a computer lab in an orphanage. Just state the place where the lab will be situated - Good Hope Orphanage, No.52 Jalan Desa 2, Taman Desa, Kuala Lumpur, Malaysia.
(b) Then provide a brief description of the project – The project will involve setting up a computer lab for underprivileged children. There will be 12 computers in the lab.
(c) State the problem or need it will address – provide children with access to the internet to improve their learning opportunities.
(d) State who are the intended beneficiaries – 40 orphan children.
(e) State how the project will benefit the community – enhances the condition of orphan children and improves their chances for better learning.
(f) State the estimated length of time needed to complete the project – 2 months.
(g) State how the benefiting community will maintain this project after grant funding has been fully expended – the orphanage operators will continue to maintain the lab
(h) State the specific activities of the host and international partners in implementing the project – The Rotarians of the partner club will be visiting the project site during the launch and on an as-needed basis. We will also be sharing information via correspondence. The partner club will also publicizing the project to local media and their District.
Please note that financial support is not considered active involvement.
This can part should be filled in briefly and succinctly. No need to write very detailed reports.
2. The next item are the details of the Host Partner – This is your club. A committee of at least three Rotarians must be established to oversee the project. The committee members must be committed for the duration of the grant process. You must provide the addresses of all the committee members. Make sure the primary contact (who receives all information from TRF) has an active e-mail address to ensure smooth communication. The primary contact should be a very responsible and reliable person, a senior Rotarian, who will see the project through all the way to the final report.
3. The next item are the details of the International Partner. The international partner is the club or district that is partnering you from outside Malaysia. A committee of at least three Rotarians must be established from the Partner club to oversee the project. Similarly, the primary contact person should be very reliable and have a working email address.
4. The next item is the project budget. In this part you have list down every item of expenditure. Make sure the list is comprehensive and includes everything that you are going to spend money on. If the item is not budgeted for, it cannot be claimed later. And clearly you must have a ‘pro forma’ invoice for all the items from your proposed supplier. You will fill in the budgeted expenses in RM and then convert the total to US$. Official RI exchange rates can be found at www.rotary.org. Please use the most recent exchange rate.
5. Next is the most tricky part under the heading Project Financing
Host Rotary clubs or district inside the project country
(The primary host club or district must provide at least US$100.) |
Cash (US$) |
DDF (US$) |
DRFC Chair (Print Name) |
DRFC Chair Authorization |
District Governor
(Print Name) |
District Governor Authorization |
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| International Rotary clubs or district outside the project country |
Cash (US$) |
DDF (US$) |
DRFC Chair (Print Name) |
DRFC Chair Authorization |
District Governor
(Print Name) |
District Governor Authorization |
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| Subtotals, Cash and DDF |
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| TOTAL cosponsor contributions |
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| Total funds requested from TRF (must be at least US$5,000) |
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Additional outside funding
(not matched by, or forwarded to, TRF) |
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Total project financing
(must equal budget on page 4) |
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I would suggest that when you get to this stage, get your club’s Assistant Governor or the TRF Matching Grants Chair, PDG Dr Rajindar Singh, to assist you. You can also call me, I will be more than happy to assist.
Clearly list all financing in U.S. dollars, stating which funds will be contributed in cash and which funds are coming from the District Designated Funds (DDF). PDG Dato’ Jimmy Lim (the DRF Chair) must be authorize the use of the DDF.
The Principal of Matching is:
If your funds are cash, TRF will match 50% of what you raise. If you use the DDF, you will get a 100% match.
6. The next item is Project Planning.
(a) State who will own equipment and maintain, operate, and secure items purchased with grant funds. (A Rotary club or Rotarian cannot own equipment.) – in this case the Good Hope Orphanage will be the owner.
(b) State that training in use and maintenance of the computers will be provided by the supplier.
(c) State that licensed software is necessary and that this is being purchased together with the computers.
(d) If items are purchased and shipped from outside Malaysia, state the arrangements for customs clearance – in this case it is not necessary.
(e) Provision of plumbing and electrification to structures where people live or work cannot be purchased with grant funds and must be funded with other sources. State that you have raised funds outside the matching grant to fund plumbing or electrification for equipment and appliances in existing buildings such as hospitals, schools, orphanages, etc.

7. You now need to get everyone to sign in the Authorizations section.
8. If you have any other organization assisting directly in the implementation of the project, offering technical expertise and project coordination, fill in their details under Cooperating Organizations. The beneficiary under the project or a recipient of goods or services under the project is not considered a cooperating organization.
Where you have a cooperating organization, you must provide a letter of participation from cooperating organization that specifically states:
– Its responsibilities and how it will interact with Rotarians,
– The organization’s agreement to cooperate in any financial review of the project, and
You also need to provide a letter of endorsement from your club confirming that the cooperating organization works within Malaysian laws.
9. The next part requires you to state that you accept responsibility for completing progress and final reports.
10. The next part requires the District Rotary Foundation Chair to certify your application. So you need PDG Dato’ Jimmy Lim to sign here.
11. Lastly, you need to tick a completion checklist as follows:
- Does the project meet all grant policies and guidelines (see The Guide to Matching Grants [144-EN] or the RI Web site at www.rotary.org)
- Does the project description clearly state how the project will assist those in need?
- Are the activities of the host and international partners clearly explained? Will the Rotarians be actively involved in the project?
- Have both the host and international partners created committees to oversee the project? Are these individuals correctly listed on the application with their complete contact information?
- Is a detailed, itemized budget included in the application?
- Are all partner contributions listed in the application, noting which contributions will be cash and which will be DDF?
- Have the DRFC chair and the district governor provided their signatures authorizing the use of District Designated Funds?
- Have the club presidents or district grants subcommittee chairs from the host and international partner provided their authorizing signatures?
- Have all six committee members provided their authorizing signatures?
- If a cooperating organization is involved, are the following letters included with the application:
- Letter from the organization specifically stating its responsibilities, how it will interact with Rotarians, and agreeing to cooperate in any financial review of the project
- Letter of endorsement from the host partner confirming that the cooperating organization is reputable and works within the laws of that country
- If the project involves a revolving loan or microcredit, is the Revolving Loan Fund Supplement and Credit Group Plan included?
- If the grant request is US$25,001 or more, is a community needs assessment attached?
- Has the district grants subcommittee chair from either the host or international partner certified the application as complete and eligible?
- Is there a minimum of nine authorizing signatures included in the application?
- Have the partners made copies of all documents for their files prior to submitting them to TRF?
STEP FIVE – IF ALL ELSE FAILS, CALL PDG DR PAUL LEE!
Finally, the Matching Grant Guru in our district is PDG Paul Lee. Certainly mine. He is an extremely helpful PDG and if you have any dilemma, I can assure you he will solve it for you. His contact details are in District Directory.
Best of luck to you and I hope this small effort on my part will spur you on to get a matching grant project for you club. Any effort on your part will reap great rewards for your club and the community at large.
GOD BLESS ALL ROTARIANS.
