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District 7610 Foundation Seminar

Mentor Training – 27 February 2010. Future Vision Overview Sandy Duckworth & Travis White, Future Vision Co-Chairs. District 7610 Foundation Seminar. The Rotary Foundation Mission. Advance world understanding , goodwill , and peace through the improvement of health ,

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District 7610 Foundation Seminar

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

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

  3. Number of Grants Awarded 4,500 4,000 3,500 3,000 2,500 2,000 1,500 1,000 500 0 The Rotary Foundation $100 M Conrad Hilton $100 M $500,000 Lions International $38.5 M $72,000 Annual Budget: Average Award: Comparative Analysis 4,160 1,000 535 500 180 MacArthur Foundation $260 M $520,000 Habitat For Humanity $100 M $100,000 $12,500

  4. 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 Overview

  5. 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 Overview

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

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

  8. 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 Overview

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

  10. 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 Overview

  11. 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 Overview

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

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

  14. Spending Funds Overview • 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

  15. D7610 Foundation Donation Flow $435,544 in 2010-11 – DG Ron Marion $ $217,772 $ DG Jon Allan 2011-12 DG Steve Cook 2012-13 DG Juanita Cawley 2013-14 $217,772 50% to District Designated Fund 50% to World Fund $108,886 $108.886 Matches 1:1 DDF $ and 50% of cash $ Up to ½ to District Grants (No TRF Match) At least ½ to Global Grants Overview

  16. Spending Funds CurrentRotary Foundation – District 7610 2010-11Total Giving $435,544 >> for 2013-14 Future Vision Rotary Foundation – District 7610 2010-11Total Giving $435,544 >> for 2013-14 Overview

  17. 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 • 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 Overview

  18. 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 Overview

  19. 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 Overview

  20. 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 Overview

  21. 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 Overview

  22. 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 Overview

  23. 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 Overview

  24. Questions? Questions Overview

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