Mentor Training 7610 27 February 2010 District Foundation

Mentor Training 7610 – 27 February 2010 District Foundation Seminar Future Vision Overview Sandy Duckworth & Travis White, Future Vision Co-Chairs Global Grants Slide 1 1

The Rotary Foundation Mission Advance world understanding, goodwill, and peace through the – improvement of health, – support of education and – alleviation of poverty 2 Overview Slide 2

Comparative Analysis 4, 160 Number of Grants Awarded 4, 500 4, 000 3, 500 3, 000 2, 500 2, 000 1, 500 1, 000 500 0 180 500 535 1, 000 Conrad Hilton Mac. Arthur Foundation Lions International Habitat For Humanity Annual Budget: $100 M $260 M $38. 5 M $100 M Average Award: $500, 000 $520, 000 $72, 000 $100, 000 The Rotary Foundation $100 M $12, 500 3

Concepts • Simplify Foundation programs and processes consistent with TRF mission • Focus Rotarian service efforts to increase global impact • Two ways to do grants • Increase sense of ownership & stewardship for district & club • Sustainability – Areas of focus • Enhance Rotary’s public image 4 Overview Slide 4

Areas of Focus Peace and Conflict Resolution/Prevention • Disease Prevention and Treatment • Water and Sanitation • Maternal and Child Health • Basic Education and Literacy • Economic and Community Development 5 Overview Slide 5

What’s New? Future Vision Current Model Changes • Six Focus Areas More Emphasis • Programs: Bigger, Bolder – Matching Grants – Global & Packaged $30, 000+ Grants – District Simplified Grants – District Grants More $-up to 50% – Ambassadorial Scholars – Scholars $30, 000 – Group Study Exchange – Vocational TT $30, 000+ – Disaster Relief no change – Alumni no change – Rotary Peace Centers no change 6 overview Slide 6

New Grant Model • District Grants • Global Grants • Packaged Grants 7 Overview Slide 7

District Grants • Single annual “block” grant • Educational & Humanitarian projects/ activities consistent with mission • Club Spending Plan required • Simple, flexible, innovative with smaller activities & projects • Fund Local or international • Local decision making with broader guidelines • Can include local or international projects and scholarships &/or GSE • Tied to Six Areas of Focus 8 Overview Slide 8

Global Grants • Long-term projects • Larger grant awards • Sustainable outcomes • Alignment with areas of focus • World Fund match • Two options: club, district-developed & packaged 9 Overview Slide 9

Scholarships 2013 -2014 • District Grants – No match by TRF – No restrictions on the location, length of study, area of study or level (undergraduate or graduate) – District determines criteria, process & award amount • Global Grants – – TRF - must be minimum of $30, 000 Field of study must be within the 6 areas of focus Graduate level; one to four years; must study abroad Possibly bundled with a humanitarian project with a total of scholarship & project of $30, 000 – Peace Scholarships funded by TRF 10 Overview Slide 10

Vocational Training Teams 2013 -2014 • District Grants – No match by TRF – Old “Group Study Exchange” Concept • Global Grants – – TRF match – must meet $30, 000 minimum Need to provide or receive training Field of training must be within 6 areas of focus Possibly bundled with a humanitarian project and or a scholarship – Minimum of 1 Rotarian and 3 non-Rotarians but there is no maximum team size – Additional Rotarians may participate 11 Overview Slide 11

Quick Comparison District Grants Global Grants • Application process with the District • Application process with The Rotary Foundation • Can be international or community (local) • Must be international • Partnerships encouraged • Min $15, 000 to qualify • No TRF match • No Paul Harris credit • Clubs must qualify • Smaller projects • Bigger projects 12 Overview • Partner required Slide 12

Mentor Training 27 February 2010 How –does the Money Flow? Follow the Money Global Grants Slide 13 13

Spending Funds • District Grants – Funds sent to the District – District decides how to spend dollars – Local application process and reporting • Global Grants – Funds stay at TRF – District approves use of the DDF – 2 step application process-with prior District approval – TRF to approve the Global grant 14 Overview Slide 14

D 7610 Foundation Donation Flow $435, 544 in 2010 -11 – DG Ron Marion $ DG Jon Allan 2011 -12 DG Steve Cook 2012 -13 $217, 772 50% to District Designated Fund $108, 886 Up to ½ to District Grants (No TRF Match) 15 Overview $108. 886 At least ½ to Global Grants DG Juanita Cawley 2013 -14 $ $217, 772 50% to World Fund Matches 1: 1 DDF $ and 50% of cash $ Slide 15

Spending Funds Current Rotary Foundation – District 7610 2010 -11 Total Giving $435, 544 >> for 2013 -14 DSG District DDF Total District DDF World Fund $43, 500 $174, 272 $217, 772 Club Projects Scholars Matching Grants Add’l GSE Future Vision Rotary Foundation – District 7610 2010 -11 Total Giving $435, 544 >> for 2013 -14 16 Overview District Grant District Global Fund DDF World Fund Up to $108, 886 or more $217, 772 Projects < $30, 000 Projects $15, 000 min GSE VTT $15, 000 min Scholars $15, 000 min Slide 16

District Spending of DDF 2013 -2014 • District Grants – District Scholars - TBD – $ per grant based on District criteria • • Partnerships encouraged Community projects International projects Sustainable • Global Grants – – 17 Overview District-sponsored projects (up to $15, 000 DDF) TRF $ per club per project (1: 2 match) DDF $ per club project (TBD per grant) Outbound Scholars - 2 Slide 17

Preparing for 2013 -14 • Align activities with areas of focus • Plan for grant management workshop attendance & qualification • Use webinars & resource materials • Remain up-to-date on emerging requirements • Appoint club 2013 -14 TRF Committee • Develop Spending Plan working with district • Implement Future Vision – July 2013 18 Overview Slide 18

Training Plan 2012 -13 • Subscribe to monthly FV e-newsletter • Read “Transition to Future Vision: Preparing Your Club for Rotary Foundation Grants in 2013” • Review grant information in general training manuals on www. rotary. org • All training manuals fully integrated • Training provided during following meetings: - Foundation Seminar, September 8, 2012 - Grant Management Workshops - District Team Training, March 23, 2013 - Club Leadership Training Seminar (a. k. a. District Assembly), May 18, 2013 19 Overview Slide 19

Grant Management Workshop Schedules • October 6 – Piedmont Area – Martin & Horn General contractors, Charlottesville • October 20 – Middle Peninsular/No Neck Area Rappahannock CC, Glenns, VA • November 10 – Northern Tier NOVA Area – Hilton Washington Dulles Hilton, Herndon • December 1 – Central & Southern NOVA Area Goodwin House, Bailey’s Crossroads • December 15 – Fredericksburg/Stafford/Prince William Area – location TBA 20 Overview Slide 20

Grant Workshop Goals & Objectives • Understand Club Qualification & MOU • Understand types & how to apply for all grants • Understand Grants spending plan • Know Tools to Create an Effective Application in Focus Areas • Understand Appropriate Use of Funds & Record Keeping • Learn How to Choose a Level of Involvement • Manage the Matching Grants Process • Understand Proper and Timely Reporting 21 Overview Slide 21

Timeline to Future Vision • Phase I: July thru December 2012 – “Create Awareness and Take Action” – Educate/Train/Qualify the Clubs – Form the District Rotary Foundation Committee • Phase II: January - June 2013 – Club input to District Spending Plan Deadline March 15, 2013 – District Spending Plan Deadline May 15, 2013 – Qualified clubs begin Global Grant process after January, 2013 • July 2013 >>> Future Vision is NOW 22 Overview Slide 22

Keys to Success • Motivation to accept change • Importance of Six Areas of Focus • Need to support TRF Mission • Grants workshop requirement • District & TRF MOU requirements • Processes & grants handled on-line • Treasurer & separate fund to handle grant dollars at the District level 23 Overview Slide 23

Questions? Questions 24 Overview Slide 24