The Rotary FoundationFuture Vision

The Rotary FoundationFuture Vision

• Not as cataclysmic as portrayed• Keep simple – mission unchanged• More local control and also responsibility

DSG District DDF World Fund

$40,000 $160,000 $200,000

Club Projects Amb Scholar Matching Grants

Matching Grants GSE

HistoricalTotal Giving $400,000

Future VisionTotal Giving $400,000

District Grant Global Fund DDF World Fund

$100,000 $100,000 $200,000

Projects < $30,000 Projects > $30,000 Projects > $30,000

Local Scholars VTT VTT

GSE Scholars Scholars

Foundation Donation Flow

$

$400,000 in 2010

$200,000

$

2011 2012 2013

50% to World Fund

50% to District Designated Fund

$200,000

At least ½ to Global Grants

$100,000$100,000

Up to ½ to District Grants

Matches 1:1 DDF $and 50% of cash $

District Grants

Global Grants

New Grant Model

Areas of Focus

• Water and Sanitation

• Disease Prevention and Treatment

• Maternal and Child Health

• Basic Education and Literacy

• Economic and Community Development

• Peace and Conflict Prevention/Resolution

District Grants• Single annual “block” grant

• Spending Plan

• Local projects no minimum

• Local or international

• Local decision making/flexibility

• Can include Scholars &/or GSE

• Not tied to Six Areas of Focus

Global Grants

• Humanitarian Work (> $30,000)• Vocational Training Team (VTT)• Scholars• Packaged Grants

• Address Six Areas of Focus• Must show local community buy in• Must show sustainability!!• Proposal/Application

Global Grants – Scholars

• Post-graduate work• Can be for more than one year• Global Grant application – must be

greater than $30,000

• Six Areas of Focus• Must show how education will further

mission of TRF• Award decision by TRF• Logistics up to Club/District

Global Grants – Vocational Training Teams

• Have a mission, often skill or knowledge transfer

• Can have more than one Rotarian• Does not require 30 days• More than one trip allowed

• Must address one or more of Six Areas of Focus

• Must show sustainability!!• Logistics up to Club/District

• Comprehend District MOU• Establish Stewardship/Audit Committee• Establish District Grant application process

– (forms, review and decision committee)

• Establish calendar for District Grant applications and awards

• Become familiar with District Grant spending plan requirements and final reporting requirements

• Establish method of storing District Grant completed reports and receipts

Preparation Steps - District

• Understand principles of sustainability• Understand principles of community buy in• Determine how you want to address scholars –

understand programs• Determine desire for GSE look alike• Understand Vocational Training Teams• Become familiar with Global Grant on-line

application process

Preparation Steps - District

• Comprehend Club MOU• Develop Grant Management Seminar• Present requirements for clubs to qualify for grants

– Signed Club Memorandum of Understanding– Grant Management Seminar attendance– Any other District requirements

• Present revisions to clubs, with lead time for new calendar

• Revise District Foundation website to support clubs

Preparation Steps - District

• Comprehend Club MOU– Terms of qualifications– Club leadership responsibilities– Financial management/stewardship– Document retention (reports and receipts)– Signature of president and president-elect– Submitted annually

Preparation Steps - Club

• Understand requirements for clubs to qualify for grants– Signed Club Memorandum of Understanding– Grant Management Seminar attendance– Any other District requirements

• Understand project development process to meet grant application calendar

Preparation Steps - Club

• Understand Global vs. District Grant– Global > $30,000

• Understand Sustainability and Measurability

• Understand application process

Preparation Steps - Club

Future VisionA New VocabularyRevised Concepts and Ways

– Six Areas of Focus– Global Grants – District Grants– DDF allocation to Global and District– Needs Assessment– Sustainable– Measureable– VTTs (and GSEs)– Scholarships as Grants– Member Access as Gateway

• District website (www.rotaryfoundation6970.org)

Resources