PowerPoint Presentation

Future Vision: OverviewThe Rotary Foundation (TRF)Rotary International

11/25/2012ROTARY CLUB OF SAN BERNARDINO1

July 1, 2013 is the date for the full world roll-out of the Foundations Future Vision plan. Its goals are to

Simplify programs and processesFocus Rotarian service efforts to increase global impactSupport global and local effortsIncrease a sense of ownership at the district and club levelsEnhance Rotarys public image

To test this new plan, the Foundation has been running a 3-year pilot using 100 of the worlds 530 Rotary districts. During the pilot program, the Foundation has been working to evaluate the Future Vision plan and is making final adjustments in the plan based upon their experiences.

1Rotary Foundation Motto & MissionDoing 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 povertyEndorsed by 2007 Council on Legislation11/25/2012ROTARY CLUB OF SAN BERNARDINO2Early in the process, the Trustees adopted the motto, mission statement and priorities of the Future Vision Plan, which were approved and endorsed by the Rotary International Board of Directors and the 2007 Council on Legislation. The motto for the Rotary Foundation is Doing good in the world, the famous words of past president Arch Klumph from 1917.

The mission of The Rotary Foundation is to enable Rotarians to advance world understanding, goodwill and peace, through the improvement of health, the support of education and the alleviation of poverty. Based upon the principle areas of the mission statement the Trustees of The Rotary Foundation and the Board of Directors of Rotary International have approved six areas of focus for The Rotary Foundation in the future.

2Success of The Rotary FoundationOver the past three decades, The Rotary Foundation has seen the variety, use, and demand for its programs increase. 10,000 matching grants were issued in the 35 years between 1965 and 2000.The second 10,000 were issued in just 4 years between 2000 to 2004.Staff was drowning in paperwork something had to be done.11/25/2012ROTARY CLUB OF SAN BERNARDINO3As the Trustees began to prepare for The Rotary Foundations centennial in 2017, it became apparent that the organization needed to pay attention to the delivery of services. We have seen an immense growth in the work of The Rotary Foundation, particularly in the area of humanitarian grants. The Matching Grants program began in 1965. In the first 35 years of the program, that is from 1965 until 2000, the first 10,000 Matching Grants were awarded. It only took four more years to award the second 10,000 Matching Grants. The Rotary Foundation became a victim of its own success! The Foundation was not designed to support this kind of exponential growth, and the Trustees knew that they would have to do something.

So the Trustees saw this as an opportunity to ensure that the Foundation would remain relevant in the philanthropic world and meet the needs of Rotarians in this evolving organization.

The Trustees and Board felt that we needed to take actions to be sustainable and significant in our projects, and we needed to simplify the programs of the Foundation as much as possible. In February 2005, based on feedback from Rotarians worldwide, the Future Vision Plan of The Rotary Foundation was initiated by the Trustees. This is our strategic plan for the future.

3Rotarys Future Vision Plan11/25/2012ROTARY CLUB OF SAN BERNARDINO4

Rotarys Future Vision PlanThe Future Vision Plan is a major strategic shift both for Rotary International and for The Rotary Foundation.It establishes strategic priorities for large-scale projects.It returns decision making to the local districts for smaller-scale projects.11/25/2012ROTARY CLUB OF SAN BERNARDINO5Same Foundation fundsFuture Vision Retains the Existing Ways to Give11/25/2012ROTARY CLUB OF SAN BERNARDINO6The Future Vision Plan continues to use the same sets of Foundation Funds we are used to.6TRF FUNDSThe Annual Programs Fund [SHARE] shared with clubs and districtsThe Permanent Fund an endowment fund.Designated Funds [like PolioPlus] used only as directed.11/25/2012ROTARY CLUB OF SAN BERNARDINO7

All of the money given to The Rotary Foundation is used for grants and programs. Administration costs are paid for from investment earnings from the SHARE System.7Same SHARE SYSTEMFuture Vision Retains the Existing Share System11/25/2012ROTARY CLUB OF SAN BERNARDINO8Money given to the Annual Fund SHARE is invested for three years. The returns from the investment pay for the Foundations administration and fund raising costs.8SHARE SystemInvested 3 YearsOur contributions to the Annual SHARE Fund are invested for three years.TRF returns half of it to our district three years later for District Grants. The other half goes to the World Fund for Packaged and Global Grants. 11/25/2012ROTARY CLUB OF SAN BERNARDINO9At the end of 3 years, one half of our contributions to the Annual SHARE Fund are returned to the districts for the use by clubs. A portion of the annual distribution from the Permanent Fund also enters the Share System and 50% of that also returns to the districts.

However, money given for designated funds like PolioPlus does not become part of the Share System. It is spent as designated.

IT IS IMPORTANT THAT YOUR CONTRIBUTION BE MARKED FOR THE SHARE PROGRAM.9SHARE System2010-11The more we gave three years ago the more District Designated Funds (DDF) we get for next year!11/25/2012ROTARY CLUB OF SAN BERNARDINO102011-122012-132013-14Earnings pay the administrative expenses.The invested money produces earnings each year that pay for administrative and fundraising costs. At the end of the 3 years, it becomes available for grants 50% to the World Fund and 50% back to the districts for use by its clubs.

THE AMOUNT OUR CLUB RECEIVES AS DISTRICT DESIGNATED FUNDS DEPENDS ON HOW MUCH WE GAVE THREE YEARS BEFORE.10The New Grant ModelFoundation staff was drowning in paperwork. Many projects were targeted poorly and the public was often unaware of Rotarys good work.11/25/2012ROTARY CLUB OF SAN BERNARDINO1111New Grant ModelUses resources more effectively:Under the new model, 80% of the budget will support high-impact, sustainable projects.

11/25/2012ROTARY CLUB OF SAN BERNARDINO12Rotary will have greater impact and support more effective and sustainable humanitarian projects with the new model. In 2007, the Foundation was spending 20 percent of its annual program budget on larger, high-impact grants and 80 percent on short-term projects with less impact. Future Vision reverses these percentages to support more high quality, sustainable projects that make a greater impact on communities worldwide, helping more people and enhancing Rotarys public image.12New Grant ModelPlan for a future without Polio:The eradication of Polio will enhance the Foundations image and open up opportunities for new humanitarian initiatives.

11/25/2012ROTARY CLUB OF SAN BERNARDINO13Excitement about the enhanced opportunities offered by the new grant model has generated a renewed interest in giving and a greater sense of ownership among pilot districts. We are approaching world, and a Rotary, without polio. But, this cuts both ways. On the one hand, the elimination of polio will bring Rotary the success and prestige of eradication. On the other hand, this will also result in declining efficiency statistics because there will be no more large, administratively simple PolioPlus grants.13New Grant ModelEnhance Rotarys public image:Greater recognition for Rotarys work will lead to increased interest in joining Rotary and supporting our civic and humanitarian efforts.

11/25/2012ROTARY CLUB OF SAN BERNARDINO14Larger grants and the emphasis on sustainability result in more projects that provide longer lasting benefits to more people. Being able to measure projects effectiveness allows the Foundation to report quantifiable results. Shared with the world, these results will enhance Rotarys public image locally and internationally.14New Grant ModelStreamline operations:Automated grant applications simplify the Rotarian authorization process, allow quicker grant disbursements, and make accessing Foundation grants easier for Rotarians.

11/25/2012ROTARY CLUB OF SAN BERNARDINO15The clarity and simplification of district grants make it easier for clubs to participate. Pilot districts report increased involvement of clubs in Foundation-sponsored projects. More streamlined reporting and a Memorandum of Understanding that clearly explains requirements, roles, and responsibilities will contribute to better overall compliance and transparency in grant management. The entire grant process is more efficient and more transparent. And payments are processed faster!15Three Grant TypesGrants have been reduced from 12 types to just three kinds.11/25/2012ROTARY CLUB OF SAN BERNARDINO16To simplify the grant-making process, the new grant model offers only three types of grants: District grants, global grants and packaged grants. The clarity and simplification of district grants make it easier for clubs to participate. Pilot districts report increased involvement of clubs in Foundation-sponsored projects.

16Three Grant TypesBlock grants allow clubs and districts to address immediate needs in their communities and abroadHighly flexibleGenerally smaller in size11/25/2012ROTARY CLUB OF SAN BERNARDINO17Districts can now access more of their District Designated Fund for district grants, which provides more funding for projects and more control over DDF. Clubs and districts can determine their own level of involvement in global grants through projects with international partners or by applying for a packaged grant with one of our strategic partners.17Three Grant TypesRange from $15,000 to $200,000Fund large international projects, vocational training teams, and scholarshipsStrengthen local knowledge, skills and resourcesHave sustainable, measurable outcomesSupport one of the six areas of focus11/25/2012ROTARY CLUB OF SAN BERNARDINO18Grant options for PolioPlus, Peace Scholars, and Disaster Recovery will continue under the new grant model.

Global grants fund large international humanitarian projects, vocational training teams, and scholarships all of which are intended to yield sustainable, measurable outcomes in one or more of the areas of focus.

Sustainability is defined as a projects capacity to maintain long-term outcomes that continue to serve a communitys ongoing needs after grant funds have been expended. Sustainable projects offer enduring value and a greater return on Rotarys investment of money and volunteerhours.

A sustainable project typically achieves significant buy-in from the local community, with mechanisms in place for training and exchanging information so the community can maintain results and address problems after the Rotary clubs involvement has ended.18Three Grant TypesPre-designed projects undertaken with Rotarys strategic partnersAllow for club and district participationSupport the areas of focus11/25/2012ROTARY CLUB OF SAN BERNARDINO19Packaged grants maximize resources by leveraging the financial resources, technical expertise, and/oradvocacy provided by The Rotary Foundations strategic partners. Thus far during the pilot, we have formed strategic partnerships with:

Aga Khan UniversityOiko CreditMercy ShipsUNESCO-IHE

A strategic partnership is a relationship between The Rotary Foundation and another international organization that has a unique or specialized knowledge or expertise in one or more of the areas of focus. Strategic partnerships are large-scale, multi-year relationships. Rotarys strategic partners provide financial resources, technical expertise, advocacy, or a combination thereof. These relationships will produce mutually beneficial project portfolios that fulfill the goals of the partners and enhance service opportunities for Rotarians through packaged global grants.

19Highly Leveraged FundingCash from the sponsoring club and district is matched 50% by TRFDDF from the sponsoring club and district is matched 100% by TRFCash from the (receiving) host club and host district is matched 50% by TRFDDF from the (receiving) host club and host district is matched 100% by TRF

11/25/2012ROTARY CLUB OF SAN BERNARDINO20They wont be called Matching Grants but matches by the World Fund remain central to the Foundations operations.20

Highly Leveraged FundingALL IN A SINGLE PROJECTSo, our club puts up some cash and DDFThen our district adds cash and/or DDFThe host club adds more cash/DDFThe host district adds still more . . .AND TRF provides matches for all of that to fund the project.11/25/2012ROTARY CLUB OF SAN BERNARDINO2121

Highly Leveraged FundingPARTNERING WITH ANOTHER CLUB MULTIPLIES EVERYTHING EVEN FURTHER11/25/2012ROTARY CLUB OF SAN BERNARDINO22Areas of FocusPeace and Conflict Prevention/ResolutionDisease Prevention and TreatmentWater and SanitationMaternal and Child HealthBasic Education and LiteracyEconomic and Community Development

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The Trustees of The Rotary Foundation have identified six areas of focus for the new grant structure. These areas reflect critical humanitarian issues and needs that Rotarians are already addressing worldwide. They will align Rotary with other international development efforts and will strategically further the Foundation's mission. Each of the areas has specific goals associated with the area.

The Trustees have committed to these areas of focus for at least nine years. In fact, the Trustees are encouraging nonpilot clubs and districts to focus their current Foundation program activity in these six areas even before the Future Vision Plan is rolled out to the entire Rotary world.

23SIMPLIFIED PROCESSINGApplications are made on-lineOn-line directories of projects needing funds and clubs with available moneyAccountability and management stay local11/25/2012ROTARY CLUB OF SAN BERNARDINO2424Vocational Training TeamsDistricts can still run GSE programsIn addition, new Vocational Training Teams expand the concept and return to the vocational roots of GSEMany Rotarians can join a team (instead of just one)Builds capacity through teaching or learning vocational skillsStays can extend over longer time frames11/25/2012ROTARY CLUB OF SAN BERNARDINO25Vocational Training Teams mark a return to the original vocational objectives of the Group Study Exchange program, while achieving more focused, measurable, and sustainable outcomes and retaining the opportunities to build lasting personal relationships and promote cross-cultural understanding.

Vocational training teams (VTTs) are groups of professionals who travel abroad either to learn more about their vocation or to teach local professionals about a particular field. Vocational training teams can be funded by either district grants or global grants25Why ContributeOur communities need your continued support. By giving to the Annual [SHARE] Fund every year:You can help build peace in our world.You can be the book in a childs hands.You can help to alleviate poverty.

11/25/2012ROTARY CLUB OF SAN BERNARDINO26For More InformationOur clubs Rotary Foundation Chair is Phil SavageOur districts Rotary Foundation Director is Helene KalfussGo to 5330rotarygrants.org for district information about FUTURE VISIONGo to www.Rotary.org Search on Future Vision

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