Future Vision Update, Nov. 2008 Slide 1

District 5240 Rotary Foundation Team Training

Agenda

• The Rotary Foundation – Future Vision• FV Pilot Operations – How is it Going?• What Should You Do First?• Club/District Qualification

– Grants Management Seminars– Memorandum of Understanding

• District and Global Grants• Some Things Don’t Change

Future Vision Update Slide 2

Future Vision Update Slide 3

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 Slide 4

1. Peace and Conflict Prevention/Resolution

2. Disease Prevention and Treatment3. Water and Sanitation 4. Maternal and Child Health5. Basic Education and Literacy6. Economic and Community Development

Areas of Focus

2010-11 Global Grant Allocations Worldwide

Future Vision Update Slide 5

Water & Sanitation32%

Education & Literacy19%

Disease Prevention & Treatment

16%

Economic & Com-munity Development

13%

Maternal & Child Health12%

Peace & Conflict Reso-lution7%

Areas of Focus

FV Humanitarian Grants Worldwide 2010-11

Future Vision Update Slide 6

Global Grants District Grants# of Applications Received

237 98

# of Applications Approved

184 96

$ in World Fund $4,571,671 $6,138,356

Grants Closed 4 13

As of May 10, 2011

Future Vision Pilot Scholars

• Global Grant– Total of 36 worldwide– Five in Zone 26

• Three as Host Partner (Donated and Inbound)

– Uganda, Ecuador, Japan

• Two as International Partner (Outbound)

– England, France

• District Grant– Very popular program– Tricky to identify– Two in Zone 26

• Outbound Scholars– Spain, Thailand

Future Vision Update Slide 7

Feedback

• Successes– Greater profile beyond

polio eradication– District grant flexibility– Focused, high impact

Global Grants– Strategic Partners

• Opportunities– Global Grant process– Sustainability in

projects– Existing partnerships– Non-pilot transition

Future Vision Update Slide 8

What Should You Do First?

• Create Your Organization• Read and Understand the District MOU• Set Up the Rules and Timelines• Get Feedback• Adjust the Rules and Timelines• Educate Everyone

– District Team– Club Leadership– Club Members

Future Vision Update Slide 9

District Organization

• District Foundation Chair*– District Grants Subcommittee Chair*

• Global Grants Chair*• District Grants Chair*

– District Fundraising Chair*– District PolioPlus Chair*– District Foundation Treasurer*– District Foundation Audit Committee*– Committee includes DG, DGE, DGN

*Current Required Positions

Future Vision Update Slide 10

District Organization

• District Foundation Chair– Foundation Mentors– Annual Giving/Paul Harris Society Chair– Permanent Fund Chair– Vocational Training Team Chair– Packaged Grant Chair– District Scholar Chairs

• Outbound, Inbound, Peace Fellow– Event Chairs

• Foundation Seminar• Foundation Gala• Major Donor Event

Future Vision Update Slide 11

District FV Transition Coordinator

• Duties– Leads your District’s leadership to prepare for Rotary

Year 2013-14• Organization• Education• Qualification

– Works with Zone FV Transition Coordinator

• Qualifications– Knowledgeable about TRF

Future Vision Update Slide 12

Future Vision Update Slide 13

District Qualification

• District leadership signs and implements the District Memorandum of Understanding

• Create and submit banking account information• Select District’s annual financial assessment

method• Qualify the clubs• Establish document retention plan• Comply with all reporting requirements• Be current on RI Dues• Matching/Global Grant late reports must be less

than 30% of total open grants

Future Vision Update Slide 14

Club Qualification

• Clubs must be qualified to participate in a Global Grant (District Grant - recommended)

• Club Qualification Requirements– A minimum of one club member attends Grants

Management Seminar (recommend two)• Club President-elect, Foundation Chair, International

Service Chair, Community Service Chair, others– Club President & President-elect sign the Memo of

Understanding– Club must be current on RI and District Dues– No late reports on Matching or Global Grants

Future Vision Update Slide 15

Grants Management Seminar

• To prepare clubs to apply for TRF Grants and manage their projects

• To qualify clubs to receive TRF Global Grant funds• Suggested Grants Management Seminar Agenda

– Creating a Project– Applying for a Grant– Project Implementation (Management & Stewardship)– Qualification

• District Grants – Include or not?

Future Vision Update Slide 16

Club Memorandum of Understanding

• Club MOU– Signed by President and President-elect– Need to understand what they are signing– What elements are the club already using?– What does the club need to do?– Who will help the club implement the MOU?

Future Vision Update Slide 17

Rotary FoundationDistrict Grants

Rotary FoundationGlobal Grants

Rotary Foundation Grants

Future Vision Update Slide 18

Feedback

• Lessons Learned–Disease Prevention and Treatment

• Medical camps being reevaluated• Improving general health accomplished

goal• Being closely monitored

–Basic Education and Literacy• Primary education and adult literacy• Refurbishing a secondary school, maybe

not• Definition to be reanalyzed

–Vocational Training Teams• Adopt a Village, Perform/Teach surgeries

o.k.• Observing/touring doesn’t address specific

need

Future Vision Update Slide 19

Feedback

• Lessons Learned–Scholars

• Start early• Study in Areas of Focus and/or Career

Goals aligned with Areas of Focus• Acceptable Example:

– Architecture Degree– Area of Focus: Peace & Conflict Resolution– Career Goal: Renovation of refugee housing

damaged in war• Rejected Example:

– International Relations Degree– Career Goal: Job at US State Department– No specific Area of Focus

Future Vision Update Slide 20

Feedback

• Lessons Learned–Sustainability

• Be specific• Purchasing equipment alone not enough

– Training on use?– Maintenance?

• Skills transfer is critical• Funding after completion of project

Future Vision Update Slide 21

TRF District Grants

• District applies once a year to TRF• All grants must follow TRF Mission• Requires substantial stewardship on the part of the

District• District must be qualified• Similar to District Simplified Grants• District creates the rules for club participation

– Club qualification (up to the district)– DDF given to clubs for allocation based on APF giving– Six Areas of Focus– Late Reports

Future Vision Update Slide 22

TRF District Grants

Rules Example• Grants must follow TRF Mission, preferably within the

six Areas of Focus• Preference for international projects in developing

countries• Club must be qualified• Up to $3,000 per club, club matches $ for $• $6,000 minimum project size• Use www.matchinggrants.org/district • Applications due: September 1, 2011

Future Vision Update Slide 23

TRF Global Grants

• Must follow TRF Mission • Must be in one of the Six Areas of

Focus• Sustainability must be clearly defined• International and Host clubs and

districts must be qualified• Funding from cash contributions, DDF,

TRF World Fund• $15,000 minimum grant from TRF

World Fund• Larger projects probably require clubs

working together

Future Vision Update Slide 24

How Will Clubs Work Together?

• Use existing partnerships/relationships• Utilize www.matchinggrants.org/district or

www.matchinggrants.org/global • Create “Friends of District 1111” committees

• Working with host DG to prioritize projects

• Clubs coming together for common good

• Larger projects with significant impact• Manages non-Foundation projects• Friendship Exchange

What Doesn’t Change

• Donating to The Rotary Foundation– TRF-Direct– EREY– Sustaining Members– Paul Harris Society– PolioPlus– Global Grants– Permanent Fund

• Contribution ReportsFuture Vision Update Slide 25

Some Things Don’t Change Much • Stewardship

– Late reports on Matching Grants• Fewer grants make late reports more critical• TRF will provide quarterly reports instead of semi-

annual– Reporting on District Grants

• Report to TRF that funds have been disbursed• Stewardship takes place at the District level• Annual auditing at the District required

Future Vision Update Slide 26

Future Vision Update, Nov. 2008 Slide 27

www.rotary.org/futurevision