The Rotary Foundation & Future Vision Plan

President Elects Training

23 March 2012

PP June Jonet

The Rotary Foundation & Future Vision Plan

Session 6Session 6Rotary FoundationRotary Foundation

TRF & Future vision plan 2012 – by PP June jonet

Learning objectives

Future vision plan 2011 – by PP June jonet

1. Identify the programs and activities of The Rotary Foundation.

2. Understand how to support Foundation programs.

3. Lead the club in establishing Foundation goals.

4. Understand the Future Vision Plan.

Lesson aids

Future vision plan 2011 – by PP June jonet

Let’s make this session more engaging…

• Quick Quiz

• Role play

• Information giving, experiential sharing

• If you have a difficult question or one that takes a long explaination, write your question and your email on the board, so that we can reply you later

Visual Aids

Future vision plan 2011 – by PP June jonet

As the TRF knowledge varies with audiences, this ppt is colour coded to help manage your expectations / understanding

• Blue headers are basic info

• Red headers are advance info or involves activity

• Turquoise headers are about Future Vision plan

Future vision plan 2011 – by PP June jonet

POP QUIZ!

Which of these fall under The Rotary Foundation?

• Annual Giving (EREY, PHF)• Permanent Fund• Rotary Ambassadorial Scholarship• Youth Exchange Programme• Foundation of Rotary Clubs (S)• Dollar to Dollar club funding• Matching Grants (DDF & DSG)• Donation to disaster relief• Rotary World Peace Fellowship• Volunteer service grants• Club leadership plan• Annual programs Fund SHARE

• District Dues• Permanent Fund• ROTAFOM• Group Study Exchange• Polio Plus• Future Vision Plan• club’s bursary fund• TRF Alumni• Club fees• SINDEX• 3-H grants• shelterbox

Future vision plan 2011 – by PP June jonet

POP QUIZ!

Which of these fall under The Rotary Foundation?

How many did you get right?

Future vision plan 2011 – by PP June jonet

POP QUIZ!

Which of these fall under The Rotary Foundation?

1. Annual Giving (EREY, PHF)2. Permanent Fund3. Rotary Ambassadorial Scholarship4. Group Study Exchange5. Polio Plus6. Future Vision Plan7. Matching Grants (DDF & DSG)8. Alumni9. Rotary World Peace Fellowship10. Volunteer service grants11. 3-H grants12. Annual programs Fund SHARE

10min mark

The Foundation’s Motto and 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.

Future vision plan 2011 – by PP June jonet

Future vision plan 2011 – by PP June jonet

Doing good in the world…

Has your club recently embarked on any TRF projects mentioned?

15min mark

Growth of the Foundation

1979 3-H grants and club partnership

1985 PolioPlus campaign launched

1999 Rotary Centers for International Studies

2000 10,000 Matching Grants approved since 1965

2003 District Simplified Grants launched

2004 Another 10,000 Matching Grants approved

2005 Future Vision Committee begins

2007 Gates $100 Million Challenge for polio

2008 Another 10,000 Matching Grants approved

2009 Gates commits additional $255 million for $200 Million Challenge

2010 Pilot phase of FVP with 100 districts

2013 Full implenation of FVP

Future vision plan 2011 – by PP June jonet

2012-13 District TRF committee

Future vision plan 2011 – by PP June jonet

• Chair - PDG David Tong

• Rotary Alumni- PDG Lim Hock Teck

• Annual Giving - PDG Edward Burongoh  

• Permanent Fund - PDG Chris Chen  

• Grants - PP K.B. Lee  

• Scholarship - PDG John Cheah  

• Future Vision Plan - PP June Jonet

• Group Study Exchange - PP John Ng

Role of the committee

• Resource for helping to achieve Foundation goals

• Educates Rotarians about The Rotary Foundation

• Develops plans to support the Foundation through financial contributions and club participation in Foundation programs

Future vision plan 2011 – by PP June jonet

20min mark

Need more info at District assembly?

Information on TRF are given out at:• 23 March 2012 Friday 1045-1145 am at RLI

part 1 on basic knowledge of TRF• 23 March 2012 Friday 11am -12 noon at

PETs on basic knowledge of TRF• 23 March 2012 Friday 225pm – 3pm at RLI

part 2 on how your $$$ work manyfold (Annual giving, Share system, Matching grants strategy, Future vision plan)

• 24 March 2012 Saturday 1145am at DA on matching grants & the Future vision model (practical session on filling up forms & new info on FV plan)

Future vision plan 2011 – by PP June jonet

Rotary Foundation funding

Future vision plan 2011 – by PP June jonet

25min mark

TRF Program Funding

TRF Program Funding

RotarianContributio

ns

RotarianContributio

ns

Rotary Foundation funding

Future vision plan 2011 – by PP June jonet

25min mark

Investment Earnings

Investment Earnings

District Designated Fund(DDF)

District Designated Fund(DDF)

TRF Program Funding

TRF Program Funding

World FundWorld Fund

RotarianContributio

ns

RotarianContributio

ns

Rotary Foundation funding

Future vision plan 2011 – by PP June jonet

25min mark

Investment Earnings

Investment Earnings

District Designated Fund(DDF)

District Designated Fund(DDF)

TRF Program Funding

TRF Program Funding

SHARESHARE

World FundWorld Fund

RotarianContributio

ns

RotarianContributio

ns

Rotary Foundation funding

Future vision plan 2011 – by PP June jonet

25min mark

Investment Earnings

Investment Earnings

District Designated Fund(DDF)

District Designated Fund(DDF)

TRF Program Funding

TRF Program Funding

SHARESHARE

World FundWorld Fund

RotarianContributio

ns

RotarianContributio

ns

FUNDS & GRANT MODELS

Future vision plan 2011 – by PP June jonet

Nothing changes here. Your EREY & PHF contributions

Annual Programs Fund

After 3 years, 50% goes to world fund, 50% goes to

your DDF

Sample Grant model in comparison

Future vision plan 2011 – by PP June jonet

District Simplified Grants

Matching Grants

Grant Terminology= District Grants

= Global Grants

The matching ratio for Global Grants is still the sameFor cash/restricted PHF its $0.5:$1 and $1:$1 for DDF

Sample Grant model in comparison

Future vision plan 2011 – by PP June jonet

Packaged Matching Grants from World Fund

Grant Terminology

Packaged global grants are predesigned projects with TRF strategic partners

Rotary Foundation funding

• District Raises $100,000 in 2002-03$100,000 divided into 2 Parts: • District Designated Fund (DDF): 50% or $50,000 • World Fund (WF): $50% or $50,000• Determined by District Officers via SHARE FormsSpending on DDF Three Years Later•Spending of World Fund Determined by Trustees of The Rotary Foundation•Contribute - Allocate - Select - Spend

Future vision plan 2011 – by PP June jonet

30min mark

Rotary Foundation funding

• Ambassadorial Scholarships funds USD24,000 per scholar per year.

• GSE programs receive USD11,000• Grants for university teachers (USD24,000

for a professor to teach for 6-10 months in a developing country

• Matching grants (usd 5,000-25,000)• Competitive grants (usd25,001-150,000)

Future vision plan 2011 – by PP June jonet

30min mark

President Elects Training

23 March 2012

PP June Jonet

The Rotary Foundation & Future Vision Plan

Session 6Session 6Rotary FoundationFuture Vision PlanRotary FoundationFuture Vision Plan

TRF & Future vision plan 2012 – by PP June jonet

Objectives of Future Vision

Future vision plan 2011 – by PP June jonet

o Strengthen impact of club projects

o Sharpen focus of overall grants activity

o Transfer more decision-making locally

o Partner with other organizations

o Simplify the Foundation grants process

o Increase visibility and image

Objectives: Areas of Focus

Future vision plan 2011 – by PP June jonet6C.7

Peace and conflict prevention/resolution

Disease prevention and treatment

Water and sanitation

Maternal and child health

Basic education and literacy

Economic and community development

Transfer Decision-making Locally

Future vision plan 2011 – by PP June jonet

• District- and club-level committees direct use of District Grant funds

• Districts continue to direct use of DDF to obtain matching funds from the Foundation

Partnerships

Future vision plan 2011 – by PP June jonet

• Strategic partnerships with NGOs and corporations will enhance Rotary’s capability to address urgent world needs.

Packaged global grants are predesigned projects with TRF strategic partnershttp://www.rotary.org/en/Members/RunningADistrict/FutureVisionPilotProgram/Pages/fv_packaged_global_grants.aspx

Simplify and Expedite Grants

Future vision plan 2011 – by PP June jonet

• Rotarians will easily understand and navigate grant options.

• Rotarians will enjoy faster grant payment processing

Increase Visibility and Image

Future vision plan 2011 – by PP June jonet

Rotary will become increasingly recognized as a premier foundation,

which will in turn help increase Rotary

membership, donations, and grant activity.

Funds & Grant Models

Future vision plan 2011 – by PP June jonet

Nothing changes here. Your EREY & PHF contributions

Annual Programs Fund

After 3 years, 50% goes to world fund, 50% goes to

your DDF

Sample Grant model in comparison

Future vision plan 2011 – by PP June jonet

District Simplified Grants

Matching Grants

Grant Terminology

= District Grants

= Global Grants

DSG used to be 20% of DDF, but under Future vision, it will be increased to 50% of DDFDistrict Grants given in a single block

Sample Grant model in comparison

Future vision plan 2011 – by PP June jonet

District Simplified Grants

Matching Grants

Grant Terminology= District Grants

= Global Grants

The matching ratio for Global Grants is still the sameFor cash/restricted PHF its $0.5:$1 and $1:$1 for DDF

Sample Grant model in comparison

Future vision plan 2011 – by PP June jonet

Packaged Matching Grants from World Fund

Grant Terminology

Packaged global grants are predesigned projects with TRF strategic partners

Examples of District Grants

Future vision plan 2011 – by PP June jonet

Fund volunteer travel Donate art supplies

Send a ShelterBox

to a disaster area

District Grants: Sample Activities

Future vision plan 2011 – by PP June jonet

• Exchange of mixed professional vocational training teams with another district

• International travel for local doctor to volunteer at a clinic

• Scholarship for student to attend local or international university

• Art supplies to assist youth after-school program

• a hygiene-education program for primary school students

• Sending ShelterBox containers in responseto natural disasters in other districts

• cultural exchange with musicians from Venezuela.

District Structure

Future vision plan 2011 – by PP June jonet

District Rotary Foundation Committee

Chair

PolioPlus Subcommittee

Grants Subcommittee

Fundraising Subcommittee

Challenges for our district … IMHO ;p

Future vision plan 2011 – by PP June jonet

• Our district comprises of Singapore, East Malaysia, South Malaysia and Brunei – each with different economic growth, social problems, financial contributions etc – thus creating differing views on solutions eg on VTT, scholarship, etc

• We need to be properly trained in the new streamlined forms and processes. Unfortunately, our double edged sword is that we have many towkays and big chiefs

• Strategy on allocation of district grants

Need more info at District assembly?

Information on TRF are given out at:• 23 March 2012 Friday 1045-1145 am at RLI

part 1 on basic knowledge of TRF• 23 March 2012 Friday 11am -12 noon at

PETs on basic knowledge of TRF• 23 March 2012 Friday 225pm – 3pm at RLI

part 2 on how your $$$ work manyfolds (Annual giving, Share system, Matching grants strategy, Future vision plan)

• 24 March 2012 Saturday 1145am at DA on matching grants & the Future vision model (practical session on filling up forms & new info on FV plan)

Future vision plan 2011 – by PP June jonet

A Foundation for the Future

To learn more visit:

www.rotary.org/futurevision

To ask a question e-mail:

newgrantspilot@rotary.org