1 Future Vision Update, Nov. 2008Slide 1 The Rotary Foundation’s Future Vision Plan.

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Future Vision Update, Nov. 2008 Slide 1 The Rotary Foundation’s Future Vision Plan

Transcript of 1 Future Vision Update, Nov. 2008Slide 1 The Rotary Foundation’s Future Vision Plan.

Future Vision Update, Nov. 2008 Slide 1

The Rotary Foundation’s Future Vision Plan

Future Vision Update, Nov. 2008 Slide 2

Why Plan?

• Preparing for The Rotary Foundation Centennial

• Immense growth

• Relevance in philanthropic world

• Evolving organization

• Rotarian feedback

• Sustainability, significance, simplification

Future Vision Update, Nov. 2008 Slide 3

2017 Vision: A Premier Foundation

Polio EradicatedSignificant strategic partnersAuthority on critical issues (e.g.: water)A Top 50 FoundationIncreased and diversified givingPermanent Fund approximately

US$700-800MAPF grows to ~US$153MFewer transactions, less staffEfficient and effective operations

Future Vision Update, Nov. 2008 Slide 4

Name Recognition

Future Vision Update, Nov. 2008 Slide 5

Rotarian Feedback

• Simplify and focus program menu

• Balance — global and local

• Focus on significant and sustainable outcomes

• Increase sense of ownership — shifting decisions locally

• Be recognized as first-choice partner for global projects

Future Vision Update, Nov. 2008 Slide 6

Rotary Foundation Motto & Mission

Doing Good in the World…to enable Rotarians to advance world

understanding, goodwill, and peace through the improvement of health, the support of

education, and the alleviation of poverty.

COL Endorsed, April 2007

Future Vision Update, Nov. 2008 Slide 7

1. Peace and Conflict Prevention/Resolution

2. Disease Prevention and Treatment

3. Water and Sanitation

4. Maternal and Child Health

5. Basic Education and Literacy

6. Economic and Community Development

Areas of Focus

Future Vision Update, Nov. 2008 Slide 8

Rotary FoundationDistrict Grants

Rotary FoundationGlobal Grants

Grant Names

Future Vision Update, Nov. 2008 Slide 9

Rotary Foundation District Grants

• Simple, flexible, innovative

• Educational and humanitarian projects and activities consistent with mission

• Smaller activities and projects

• Local decision making with broader guidelines

Future Vision Update, Nov. 2008 Slide 10

Rotary Foundation District Grants

Individuals

Rotary-affiliated entities

Cooperative Organizations/

NGOs

Qualified District

Impact

Local and global

communities

Disburse funds

Block Grant DDF

TRF

Mission related

Qualified District

Submits Request Rotary Clubs

Future Vision Update, Nov. 2008 Slide 11

Rotary Foundation Global Grants

• Long-term projects

• Rotarian participation

• Larger grant awards

• Sustainable outcomes

• International partnerships required for club- and district-developed grants

Future Vision Update, Nov. 2008 Slide 12

Rotary Foundation Global Grants

Impact

Global communities

TRF

Areas of Focus

Global Grant

Award Club or District Developed Grant

World Fund match to DDF/cash

Award Packaged Grant

World Fund

Qualified Club or District

Qualified Club or District

Submits Proposal

Future Vision Update, Nov. 2008 Slide 13

Qualification

• Clubs and districts must be qualified to receive Rotary Foundation funds

• Ensures proper legal, financial, and stewardship controls of grants

• Qualification process is simple

• Goal for every district to become qualified

• Districts will be trained to qualify their clubs

Future Vision Update, Nov. 2008 Slide 14

Current Program Transition

Global GrantsActivities currently funded by:

• Academic-Year Ambassadorial Scholarships

• Group Study Exchange

• Larger Matching Grants

• 3-H Grants

• Rotary Centers for International Studies

District GrantsActivities currently funded by:

• Grants for University Teachers

• Ambassadorial Scholarships (cultural, multi-year, academic year)

• Group Study Exchange

• Regional Scholar Seminar Grants

• District Simplified Grants

• Smaller Matching Grants

• Volunteer Service Grants

• Disaster Recovery

Future Vision Update, Nov. 2008 Slide 15

Examples of Activity

District Grants — Mission-related

• Exchange of mixed profession vocational training teams with another district (traditional GSE)

• International travel for local doctor to volunteer at a clinic

• Scholarship for student to attend local or international university (traditional scholar)

• Donating art supplies to assist youth after-school program

• Send ShelterBox containers in response to natural disaster in another district

Future Vision Update, Nov. 2008 Slide 16

Examples of Activity

Global Grants — Areas of Focus

• International safe drinking water, sanitation, and hygiene education project

• Send scholar abroad to enroll in water engineering degree program

• International malaria project to distribute bed nets and malaria treatments

• Send vocational training team abroad to participate in workshop and learn teaching methods to address adult illiteracy

Future Vision Update, Nov. 2008 Slide 17

Rotary International/The Rotary Foundation

Foundation Areas of FocusGlobal Grants — Packaged Opportunities

Strategic Partnerships

Districts/Clubs

Financial and/or Human Resources

Strategic Partners

Financial Resources

Technical Expertise

Advocacy

Community

Future Vision Update, Nov. 2008 Slide 18

ANNUAL PROGRAMS FUND

SHARE

District Grants

50% (max)

District Designated

Fund

50% 50%

World Fund

50% (min)

Global Grants(World Fund match to DDF and cash)

Funding Model

Other (Cash, DAF, Permanent

Fund)

District Controlled Trustees Controlled

Future Vision Update, Nov. 2008 Slide 19

Funding Attributes

District Grants• Initiated by districts

• Block grant

• District administers

• General TRF guidelines

• Creativity and accountability

• Local and DDF funding only

• Up to 50% DDF - No min. or max. monetary limits

Future Vision Update, Nov. 2008 Slide 20

Funding Attributes

Global Grants• Initiated by qualified club and/or district

• DDF, World Fund, cash flow through, PF earnings, named gifts

• Larger awards (min. US$15,000) and project costs

• World Fund match of DDF, cash, and DAF

• Streamlined stewardship and accountability

Future Vision Update, Nov. 2008 Slide 21

Planning & Preparation Years 2008-09 and 2009-10

Timeline – Year 0

• Communicate and promote to Rotary world

• Select, train & qualify up to 100 pilot districts

• Educate DGEs, DRFCs, RRFCs on new grant model

Future Vision Update, Nov. 2008 Slide 22

Pilot Phase2010-11

• Begin awarding grants to pilot districts

• Update on pilot to Trustees

• Last year to fund some current programs

Timeline – Year 1

Future Vision Update, Nov. 2008 Slide 23

2008-092009-10

Pilot Phase2011-12

• Continue awarding grants to pilot districts

• Evaluation of pilot successes and challenges

• Final pilot evaluation to Trustees

Timeline – Year 2

Future Vision Update, Nov. 2008 Slide 24

2008-092009-10

Pilot Phase2012-13

• Continue awarding grants to pilot districts

• Final pilot evaluation

• Adjust grant model for full rollout

• Qualify and train all districts

Timeline – Year 3

Future Vision Update, Nov. 2008 Slide 25

2008-092009-10

Full Rollout2013-14

• Begin awarding new grants worldwide

• Phase out remaining programs

Timeline – Full Rollout

Future Vision Update, Nov. 2008 Slide 26

• All districts worldwide invited to apply

• District application process complete June 2009

• Online process

• Agreement of DG, DGE, DGN, DRFC

• Agreement of ⅔ clubs in districts

• Training within 2009-10 RI training cycle

• Involves DGE, DRFC, RRFC

Pilot Application/Training

Future Vision Update, Nov. 2008 Slide 27

Selecting Pilot Districts

• Diverse cross-section

• Diverse grant activity (small and large)

• Reporting and stewardship practices

• Election / appointment disputes

• Effective committees

• No probation / suspension

Future Vision Update, Nov. 2008 Slide 28

Opportunities & Challenges

• Provide input into the refinement of new structure

• Receive specialized Foundation support and service

• Access to more funds for use at district’s discretion

• Agree to 3-year commitment

• “Super-user” districts may have less access to funds

Future Vision Update, Nov. 2008 Slide 29

www.rotary.org/futurevision

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