TRF An Overview.

1. TRF An Overview. Overview of the New Grants Model of THE ROTARY FOUNDATION. PDG Deinde Shoga.

2. TRF Overview. • Programs of TRF. • Humanitarians grants. • Matching, 3H, District simplified grants etc • Educational programs. GSE, Amb Scholars etc • New Program –Future Vision plan.

3. Why future Vision plan? • Preparing for the Rotary Foundation Centennial • Immense growth • Relevance in philanthropic world -Through Change • Evolving organization • Rotarian feedback • Sustainability, significance, simplification

4. A Vision for the future. • Polio eradicated • Inundation of requests for strategic partnerships with NGOs and others • Nobel Peace Prize awarded to Rotary or program alumnus • Authority on critical issues (e.g., water) • A top 50 foundation (high Charity Navigator rating)

5. A Vision for the future. • PF value = $800M • APF growth ~ $153M • Increased and diversified giving • Fewer transactions, reduced staff, efficient and effective • All Rotarians, clubs, and districts active in fundraising and programs

6. FVP Goals • Balance—global and local • Simplify and focus program menu • Focus on significant and sustainable outcomes • Increase sense of ownership—shifting decisions locally • Be recognized as first-choice partner for global projects

7. 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

8. Goodwill and Peace Peace and Conflict Prevention/Resolution Health Disease Prevention and Treatment Water and Sanitation Maternal and Child Health Education Basic Education and Literacy Alleviation of Poverty Economic and Community Development Excerpts from MissionAreas of Focus

9. 6 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

10. Grant Types. • District Grants. • Global Grants. • (Packaged Grants with Strategic partners) –Developed by TRF • APF Share-50%= DDF • DDF Up to 50% District Grants. • 50% Global Grants.

11. District Grants Simple, flexible, innovative projects. • Educational and humanitarian projects / activities consistent with mission • Smaller activities and projects • Local decision making with broader guidelines

12. District Grants District Grants • Block grant • District administers • General TRF guidelines • Creativity and accountability • Local and DDF funding only • Up to 50% DDF- No min or max $ limits

13. Global Grants • Activities to be in the 6 Areas of focus. • International partner(s) required. • World fund matching. • 1:1 DDF • 1: 0.5 Cash • Min TRF Match $15,000 • When above $100,000 Trustees approval needed.

14. Global Grants-attributes • Long-term projects / activities achieving specific qualitative standards • Rotarian participation • Larger grant awards • Sustainable outcomes • Educational and humanitarian related • International partnerships required

15. Global grants Global Grants • DDF, World Fund, cash flow through, PF earnings, named gifts • Larger awards (min. $15K) and project costs • WF match of DDF, cash, and DAF • Streamlined stewardship and accountability

16. Global Grants. Matching of funds • Min grant value $30,000 • DDF $15,000 World fund $15,000 • Club & District involvement: • Club A (local) $2000 – TRF $1,000 • Club B (International) $10,000- TRF $5000 • District DDF $9,000- TRF $9,000 • Total- $36,000

17. How to Access Global Grants • All steps will be done on line via member access. • Write proposals. • Budget and financing plan should match. • Find International partner(s)

18. Global grant process. • First step. Complete proposal via member access. • When approved fill “Application form” on line via member access. • 6 month period allowed between okayed proposal and submission of application. • Approval is followed by disbursement of funds.

19. Distributable Funds ANNUAL PROGRAMS FUND 50% 50% SHARE District Designated Fund World Fund Other (Cash, DAF, Permanent Fund) 50% (max) 50% (min) District Grants Global Grants

20. Packaged Grants. Strategic Partnership Model RI/Rotary Foundation Foundation Areas of Focus Global Grants • Strategic Partnerships • Financial Resources • Direct to Foundation • Parallel funding • Foundation gives to partner • Technical Expertise • Advocacy Districts/Clubs Financial and/or Human Resources Community

21. Strategic Partners

22. Scholarships. • SCHOLARSHIPS CAN BE AWARDED FOR ONE TO FOUR YEARS OF GRAUATE LEVEL STUDY • SCHOLARS MUST HAVE CONDITIONAL OR UNCONDITIONAL ADMISSION IN THE CHOSEN UNIVERSITY • FOUNDATION WILL VET APPLICATION TO DECIDE IF IT FITS IN THE AREA OF FOCUS

23. Vocational Training Team • Expected to replace GSE. • Univocational. • No age requirement. • Could be part of a Global Grant or “Stand alone” • Team of at least 3 non Rotarians. (No Maximum) • Team Leader.

24. MOU • Emphasises stewardship. • Good record keeping. At least 5 years. • Abiding by qualification requirements • Promote transparency. • Emphasises good financial management.

25. Sustainability and Global Grants Rotary Foundation Global Grants support large, grant‐funded activities that relate to one or more of the six areas of focus and have a long‐term impact. Clubs and districts can either create their own global grant.

26. Sustainability. • Or sponsor packaged global grants that The Rotary Foundation develops in cooperation with its strategic partners. • One requirement of a global grant is that activities must be sustainable and measurable.

27. Sustainability. • The Rotary Foundation defines sustainability as the capacity for maintaining outcomes long‐term to serve the ongoing need of a community after grant funds have been expended. • Sustainability and measurability are key issues.

28. Sustainability • Activities and safeguards to ensure continuity of project. • Multiple levels of sustainability. • Usage of local resources and local knowledge. • Respect to natural resource base. Avoid degradation of the environment.

29. Sustainabilty. • Attempt to reach greatest number of beneficiaries. • Promote innovative ideas. • Enlist Grassroot support • Introduce measurability and impact aspects.

30. What Did We Learn? • Enhanced Online System • Adjusted District Leadership Structure • Contingency Fund for District Grants • Expanded Criteria for Areas of Focus • Clarified Guidelines for Areas of Focus and Sustainability

31. What Did We Learn? • Streamlined Global Grant Application Process • Simplification of Global Grant Scholarships • Less Restrictions for Vocational Training Teams • International Travel in Global Grants • Reduction in Packaged Grant Minimum

32. Resources • www.rotary.org . Webinars. • Updated materials – District Rotary Foundation Committee Manual – District Rotary Foundation Seminar Manual – Grant Management Manual and Grant Management Seminar Leaders’ Guide • Preparing Your Club or District for Rotary Foundation Grants in 2013