The Rotary Foundation & Future Vision Plan

President Elects Training23 March 2012

PP June Jonet

The Rotary Foundation & Future Vision Plan

Session 6Rotary Foundation

TRF & Future vision plan 2012 – by PP June jonet

The Rotary Foundation’s

Future Vision Plan

Today’s presentation will cover the• Overview and objectives of FVP• Comparison of current & future grant model• My ppt will indicate if it is a basic or advanced

level information

Future vision plan 2011 – by PP June jonet

Basic Info

Blue text / Background indicates• Basic level information


Advanced Info

Green Text / Background indicates• advanced level information


Future Vision is a …

• strategic plan for The Rotary Foundation• simplified grant-making model• way to build on successes • alignment of projects and activities• new structure and organization of committees


Future Vision Plan OVERVIEW

• In 2017, The Rotary Foundation celebrates its 100th year anniversary

• “Being everything to everyone has left the Foundation struggling to realize its mission. The new structure allows us to build on our strengths and realize more sustainable outcomes.”– Robert S. Scott, 2007-08 Rotary Foundation Trustee Chair


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


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.


Objectives of Future Vision

o Strengthen impact of club projectso Sharpen focus of overall grants activityo Transfer more decision-making locallyo Partner with other organizationso Simplify the Foundation grants processo Increase visibility and image


Objectives: Strengthen Impact of Projects

• Rotarians will develop and implement larger projects with greater more sustainable impact.


Objectives: Areas of Focus

6C.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


Objectives: Transfer Decision-making Locally

• 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


Sample Grant model in comparison



Currently, our DSG (District simplified grant) is only 20% of DDF (district designated fund)

In future, the District Grant (likened to DSG)Will be 50% of DDF


Partnerships

• 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


Strategic Partnerships

Rotary International/The Rotary Foundation

Foundation Areas of FocusGlobal Grants — Packaged Opportunities

Districts/Clubs

Financial and/or Human Resources

Strategic Partners

Financial Resources

Technical Expertise

Advocacy

Community


Simplify and Expedite Grants

• Rotarians will easily understand and navigate grant options.

• Rotarians will enjoy faster grant payment processing


Eg of VTT/Scholar Report

• How the experience has prepared you for your future work

• The long-term effects of the scholarship/vocational training

• Your Rotary and community involvement

• List of expenditures (receipts are required for expenses equal to and over US$75)


Increase Visibility and Image

Rotary will become increasingly recognized as a premier foundation,

which will in turn help increase Rotary

membership, donations, and grant activity.


Objectives of Future Vision

o Strengthen impact of club projectso Sharpen focus of overall grants activityo Transfer more decision-making locallyo Partner with other organizationso Simplify the Foundation grants processo Increase visibility and image


Funds & Grant Models

Nothing changes here. Your EREY & PHF contributions

Annual Programs Fund

Money invested over 3 years. Eg. 190,000

After 3 years, 50% goes to world fund, 50% goes to your DDF (district designated fund is $95,000)



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



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



Packaged Matching Grants from World Fund

Grant Terminology

Packaged global grants are predesigned projects with TRF strategic partners


Global Grants

• Long-term projects• Larger grant awards• Sustainable outcomes• Alignment with areas of focus• World Fund match• Two options: club- and

district-developed and packaged


Sustainable water

Examples of Global Grants

Literacy

Microcredit


Examples of Global Grants

• Safe drinking water, sanitation, and hygiene education project

• Scholarship for student to study water engineering

• Malaria project to distribute bed nets and malaria treatments

• Vocational training team to participate in workshop and learn teaching methods to address illiteracy


District Grants

• Educational and humanitarian activities consistent with the mission

• Single “block” grant awarded annually• Smaller activities and projects• Fund both local or

international activities• Local decision making with

broad guidelines


Examples of District Grants

Fund volunteer travel Donate art supplies

Send a ShelterBox

to a disaster area


District Grants: Sample Activities

• 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 response

to natural disasters in other districts• cultural exchange with musicians from Venezuela.





Currently, our DSG (District simplified grant) is only 20% of DDF (district designated fund)

In future, the District Grant (likened to DSG)Will be 50% of DDF


Future Grant model explained



Scholarships, VTT, humanitarian projects related to area of focus

> Total $30,000



Projects, VTT, cultural scholarship that are NOT related to area of focus



Same Matching ratio

Can be added to global grant


FAQs

o Rotary Peace Centre and Polioplus still run as per normal

• Smaller projects can be funded through district grants. The Trustees established a minimum award amount of US$15,000 for global grants. Clubs and districts are encouraged to work together to implement larger projects that meet the minimum award amount and that will have a more long-term and sustainable impact on the community


District Rotary Foundation Committee

Chair

PolioPlus Subcommittee

Grants Subcommittee

Fundraising Subcommittee

District Structure

District Rotary Foundation Committee

Chair

PolioPlus Subcommittee

Grants Subcommittee

Fundraising Subcommittee


Challenges for our district … IMHO ;p

• 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


Top 5 Things to Know about Future Vision

1. Simplifies the grant-making process

2. Supports Rotarian-identified needs within communities

3. Involves clubs, not just districts

4. Offers more options for scholarships

5. Uses an online application process


Resources

• RI website (www.rotary.org)Future Vision Pilot NewsFuture Vision e-learning modulesGrant terms and conditions

• Future Vision Pilot Operations staffStaff contact sheet is posted on RI website

• District leadershipDGE, DRFC, grants subcommittee members


A Foundation for the Future

To learn more visit:

www.rotary.org/futurevision

To ask a question e-mail:

[email protected]

Documents

The Rotary Foundation & Future Vision Plan