The Rotary Foundation Future Vision Plan Session 6

The Rotary Foundation & Future Vision Plan Session 6 Rotary Foundation President Elects Training 23 March 2012 PP June Jonet 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 Future vision plan 2011 – by PP June jonet

Advanced Info Green Text / Background indicates • advanced level information Future vision plan 2011 – by PP June jonet

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 2011 – by PP June jonet

Future Vision Plan OVERVIEW • • In 2017, The Rotary Foundation celebrates its 100 th 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 Future vision plan 2011 – by PP June jonet

Growth of the Foundation 1979 3 -H grants and club partnership 1985 Polio. Plus 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 Future vision plan 2011 – by PP June jonet

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. Future vision plan 2011 – by PP June jonet

Objectives of Future Vision o Strengthen impact of club projects o Sharpen focus of overall grants activity o Transfer more decision-making locally o Partner with other organizations o Simplify the Foundation grants process o Increase visibility and image Future vision plan 2011 – by PP June jonet

Objectives: Strengthen Impact of Projects • Rotarians will develop and implement larger projects with greater more sustainable impact. Future vision plan 2011 – by PP June jonet

Objectives: Areas of Focus Peace and conflict prevention/resolution Disease prevention and treatment Water and sanitation Maternal and child health Basic education and literacy Economic and community development Future vision plan 2011 – by PP June jonet 6 C. 7

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 Future vision plan 2011 – by PP June jonet

Sample Grant model in comparison Future vision plan 2011 – by PP June jonet

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 Future vision plan 2011 – by PP June jonet

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 partners http: //www. rotary. org/en/Members/Running. ADistrict/Future. Vision. Pilot. Program/Page s/fv_packaged_global_grants. aspx Future vision plan 2011 – by PP June jonet

Strategic Partnerships Rotary International/The Rotary Foundation Areas of Focus Global Grants — Packaged Opportunities Strategic Partners Districts/Clubs Financial Resources Financial and/or Human Resources Technical Expertise Advocacy Community Future vision plan 2011 – by PP June jonet

Simplify and Expedite Grants • • Rotarians will easily understand navigate grant options. Rotarians will enjoy faster grant payment processing Future vision plan 2011 – by PP June jonet

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) Future vision plan 2011 – by PP June jonet

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. Future vision plan 2011 – by PP June jonet

Objectives of Future Vision o Strengthen impact of club projects o Sharpen focus of overall grants activity o Transfer more decision-making locally o Partner with other organizations o Simplify the Foundation grants process o Increase visibility and image Future vision plan 2011 – by PP June jonet

Funds & Grant Models Annual Programs Fund Nothing changes here. Your EREY & PHF contributions 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 World DDF fund Future vision plan 2011 – by PP June jonet

Sample Grant model in comparison District World DDF fund Grant Terminology District Simplified Grants = District Grants Matching Grants = Global Grants DSG used to be 20% of DDF, but under Future vision, it will be increased to 50% of DDF District Grants given in a single block Future vision plan 2011 – by PP June jonet

Sample Grant model in comparison District World DDF fund Grant Terminology District Simplified Grants = District Grants Matching Grants = Global Grants The matching ratio for Global Grants is still the same For cash/restricted PHF its $0. 5: $1 and $1: $1 for DDF Future vision plan 2011 – by PP June jonet

Sample Grant model in comparison District World DDF fund Grant Terminology Packaged Matching Grants from World Fund Packaged global grants are predesigned projects with TRF strategic partners Future vision plan 2011 – by PP June jonet

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 Future vision plan 2011 – by PP June jonet

Examples of Global Grants Literacy Microcredit Sustainable water Future vision plan 2011 – by PP June jonet

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 Future vision plan 2011 – by PP June jonet

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 Future vision plan 2011 – by PP June jonet

Examples of District Grants Fund volunteer travel Donate art supplies Send a Shelter. Box to a disaster area Future vision plan 2011 – by PP June jonet

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 Shelter. Box containers in response to natural disasters in other districts cultural exchange with musicians from Venezuela. Future vision plan 2011 – by PP June jonet

Sample Grant model in comparison Future vision plan 2011 – by PP June jonet

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 Future vision plan 2011 – by PP June jonet

Future Grant model explained Future vision plan 2011 – by PP June jonet

Future Grant model explained Scholarships, VTT, humanitarian projects related to area of focus > Total $30, 000 Future vision plan 2011 – by PP June jonet

Future Grant model explained Projects, VTT, cultural scholarship that are NOT related to area of focus Future vision plan 2011 – by PP June jonet

Future Grant model explained Same Matching ratio Can be added to global grant Future vision plan 2011 – by PP June jonet

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 Future vision plan 2011 – by PP June jonet

District Structure District Rotary Foundation Committee Chair Polio. Plus Subcommittee Grants Subcommittee Future vision plan 2011 – by PP June jonet 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 Future vision plan 2011 – by PP June jonet

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 Future vision plan 2011 – by PP June jonet

Resources • RI website (www. rotary. org) Future Vision Pilot News Future Vision e-learning modules Grant terms and conditions • Future Vision Pilot Operations staff Staff contact sheet is posted on RI website • District leadership DGE, DRFC, grants subcommittee members Future vision plan 2011 – by PP June jonet

A Foundation for the Future To learn more visit: www. rotary. org/futurevision To ask a question e-mail: newgrantspilot@rotary. org