The Rotary Foundations Future Vision Plan Future Vision

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The Rotary Foundation’s Future Vision Plan Future Vision Update, Nov. 2008 1

The Rotary Foundation’s Future Vision Plan Future Vision Update, Nov. 2008 1

Why Plan? • Preparing for The Rotary Foundation Centennial • Immense growth • Relevance

Why Plan? • Preparing for The Rotary Foundation Centennial • Immense growth • Relevance in philanthropic world • Evolving organization • Rotarian feedback • Sustainability, significance, simplification Future Vision Update, Nov. 2008 2

2017 Vision: A Premier Foundation Permanent Fund approximately US$700 -800 M Polio Eradicated Authority

2017 Vision: A Premier Foundation Permanent Fund approximately US$700 -800 M Polio Eradicated Authority on critical issues (e. g. : water) APF grows to ~US$153 M Increased and diversified giving Efficient and effective operations Fewer transactions, less staff A Top 50 Foundation Significant strategic partners Future Vision Update, Nov. 2008 3

Name Recognition Future Vision Update, Nov. 2008 4

Name Recognition Future Vision Update, Nov. 2008 4

Rotarian Feedback • Simplify and focus program menu • Balance — global and local

Rotarian Feedback • Simplify and focus program menu • Balance — global and local • Focus on significant and sustainable outcomes • Increase sense of ownership — shifting decisions locally • Be recognized as first-choice partner for global projects Future Vision Update, Nov. 2008 5

Rotary Foundation Motto & Mission Doing Good in the World …to enable Rotarians to

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, Nov. 2008 6

Areas of Focus 1. Peace and Conflict Prevention/Resolution 2. Disease Prevention and Treatment 3.

Areas of Focus 1. Peace and Conflict Prevention/Resolution 2. Disease Prevention and Treatment 3. Water and Sanitation 4. Maternal and Child Health 5. Basic Education and Literacy 6. Economic and Community Development Future Vision Update, Nov. 2008 7

Grant Names Rotary Foundation District Grants Rotary Foundation Global Grants Future Vision Update, Nov.

Grant Names Rotary Foundation District Grants Rotary Foundation Global Grants Future Vision Update, Nov. 2008 8

Rotary Foundation District Grants • Simple, flexible, innovative • Educational and humanitarian projects and

Rotary Foundation District Grants • Simple, flexible, innovative • Educational and humanitarian projects and activities consistent with mission • Smaller activities and projects • Local decision making with broader guidelines Future Vision Update, Nov. 2008 9

Rotary Foundation District Grants Qualified District Submits Request TRF Mission related Rotary Clubs Block

Rotary Foundation District Grants Qualified District Submits Request TRF Mission related Rotary Clubs Block Grant DDF Impact Qualified District Individuals Disburse funds Rotaryaffiliated entities Cooperative Organizations/ NGOs Future Vision Update, Nov. 2008 10 Local and global communities

Rotary Foundation Global Grants • Long-term projects • Rotarian participation • Larger grant awards

Rotary Foundation Global Grants • Long-term projects • Rotarian participation • Larger grant awards • Sustainable outcomes • International partnerships required for club- and district-developed grants Future Vision Update, Nov. 2008 11

Rotary Foundation Global Grants Qualified Club or District Submits Proposal TRF Areas of Focus

Rotary Foundation Global Grants Qualified Club or District Submits Proposal TRF Areas of Focus Future Vision Update, Nov. 2008 Global Grant Award Club or District Developed Grant Award Packaged Grant World Fund match to DDF/cash World Fund 12 Qualified Club or District Impact Global communities

Qualification • Clubs and districts must be qualified to receive Rotary Foundation funds •

Qualification • Clubs and districts must be qualified to receive Rotary Foundation funds • Ensures proper legal, financial, and stewardship controls of grants • Qualification process is simple • Goal for every district to become qualified • Districts will be trained to qualify their clubs Future Vision Update, Nov. 2008 13

Current Program Transition District Grants Global Grants Activities currently funded by: • Grants for

Current Program Transition District Grants Global Grants Activities currently funded by: • Grants for University Teachers • Ambassadorial Scholarships (cultural, multi-year, academic year) • Academic-Year Ambassadorial Scholarships • Group Study Exchange • Larger Matching Grants • Regional Scholar Seminar Grants • 3 -H Grants • District Simplified Grants • Rotary Centers for International Studies • Smaller Matching Grants • Volunteer Service Grants • Disaster Recovery Future Vision Update, Nov. 2008 14

Examples of Activity District Grants — Mission-related • Exchange of mixed profession vocational training

Examples of Activity District Grants — Mission-related • Exchange of mixed profession vocational training teams with another district (traditional GSE) • International travel for local doctor to volunteer at a clinic • Scholarship for student to attend local or international university (traditional scholar) • Donating art supplies to assist youth after-school program • Send Shelter. Box containers in response to natural disaster in another district Future Vision Update, Nov. 2008 15

Examples of Activity Global Grants — Areas of Focus • International safe drinking water,

Examples of Activity Global Grants — Areas of Focus • International safe drinking water, sanitation, and hygiene education project • Send scholar abroad to enroll in water engineering degree program • International malaria project to distribute bed nets and malaria treatments • Send vocational training team abroad to participate in workshop and learn teaching methods to address adult illiteracy Future Vision Update, Nov. 2008 16

Strategic Partnerships Rotary International/The Rotary Foundation Areas of Focus Global Grants — Packaged Opportunities

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 Update, Nov. 2008 17

Funding Model ANNUAL PROGRAMS FUND 50% SHARE District Controlled Trustees Controlled District Designated Fund

Funding Model ANNUAL PROGRAMS FUND 50% SHARE District Controlled Trustees Controlled District Designated Fund 50% (max) World Fund Other (Cash, DAF, Permanent Fund) 50% (min) Global Grants District Grants Future Vision Update, Nov. 2008 50% (World Fund match to DDF and cash) 18

Funding Attributes District Grants • • Initiated by districts Block grant District administers General

Funding Attributes District Grants • • Initiated by districts Block grant District administers General TRF guidelines Creativity and accountability Local and DDF funding only Up to 50% DDF - No min. or max. monetary limits Future Vision Update, Nov. 2008 19

Funding Attributes Global Grants • Initiated by qualified club and/or district • DDF, World

Funding Attributes Global Grants • Initiated by qualified club and/or district • DDF, World Fund, cash flow through, PF earnings, named gifts • Larger awards (min. US$15, 000) and project costs • World Fund match of DDF, cash, and DAF • Streamlined stewardship and accountability Future Vision Update, Nov. 2008 20

Timeline – Year 0 Planning & Preparation Years 2008 -09 and 2009 -10 •

Timeline – Year 0 Planning & Preparation Years 2008 -09 and 2009 -10 • Communicate and promote to Rotary world • Select, train & qualify up to 100 pilot districts • Educate DGEs, DRFCs, RRFCs on new grant model Future Vision Update, Nov. 2008 21

Timeline – Year 1 Pilot Phase 2010 -11 • Begin awarding grants to pilot

Timeline – Year 1 Pilot Phase 2010 -11 • Begin awarding grants to pilot districts • Update on pilot to Trustees • Last year to fund some current programs Future Vision Update, Nov. 2008 22

Timeline – Year 2 Pilot Phase 2008 -09 2009 -10 2011 -12 • Continue

Timeline – Year 2 Pilot Phase 2008 -09 2009 -10 2011 -12 • Continue awarding grants to pilot districts • Evaluation of pilot successes and challenges • Final pilot evaluation to Trustees Future Vision Update, Nov. 2008 23

Timeline – Year 3 Pilot Phase 2008 -09 2009 -10 2012 -13 • Continue

Timeline – Year 3 Pilot Phase 2008 -09 2009 -10 2012 -13 • Continue awarding grants to pilot districts • Final pilot evaluation • Adjust grant model for full rollout • Qualify and train all districts Future Vision Update, Nov. 2008 24

Timeline – Full Rollout Full 2008 -09 Rollout 2009 -10 2013 -14 • Begin

Timeline – Full Rollout Full 2008 -09 Rollout 2009 -10 2013 -14 • Begin awarding new grants worldwide • Phase out remaining programs Future Vision Update, Nov. 2008 25

Pilot Application/Training • All districts worldwide invited to apply • District application process complete

Pilot Application/Training • All districts worldwide invited to apply • District application process complete June 2009 • Online process • Agreement of DG, DGE, DGN, DRFC • Agreement of ⅔ clubs in districts • Training within 2009 -10 RI training cycle • Involves DGE, DRFC, RRFC Future Vision Update, Nov. 2008 26

Selecting Pilot Districts • Diverse cross-section • Diverse grant activity (small and large) •

Selecting Pilot Districts • Diverse cross-section • Diverse grant activity (small and large) • Reporting and stewardship practices • Election / appointment disputes • Effective committees • No probation / suspension Future Vision Update, Nov. 2008 27

Opportunities & Challenges • Provide input into the refinement of new structure • Receive

Opportunities & Challenges • Provide input into the refinement of new structure • Receive specialized Foundation support and service • Access to more funds for use at district’s discretion • Agree to 3 -year commitment • “Super-user” districts may have less access to funds Future Vision Update, Nov. 2008 28

www. rotary. org/futurevision newgrantspilot@rotary. org Future Vision Update, Nov. 2008 29

www. rotary. org/futurevision newgrantspilot@rotary. org Future Vision Update, Nov. 2008 29