District 5240 Rotary Foundation Team Training

1. District 5240 Rotary Foundation Team Training Future Vision Update, Nov. 2008

2. Agenda • The Rotary Foundation – Future Vision • FV Pilot Operations – How is it Going? • What Should You Do First? • Club/District Qualification • Grants Management Seminars • Memorandum of Understanding • District and Global Grants • Some Things Don’t Change  Future Vision Update

3. 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

4. Peace and Conflict Prevention/Resolution Disease Prevention and Treatment Water and Sanitation Maternal and Child Health Basic Education and Literacy Economic and Community Development Areas of Focus Future Vision Update

5. 2010-11 Global Grant Allocations Worldwide Future Vision Update

6. FV Humanitarian Grants Worldwide 2010-11 As of May 10, 2011 Future Vision Update

7. Future Vision Pilot Scholars • Global Grant • Total of 36 worldwide • Five in Zone 26 • Three as Host Partner (Donated and Inbound) • Uganda, Ecuador, Japan • Two as International Partner (Outbound) • England, France • District Grant • Very popular program • Tricky to identify • Two in Zone 26 • Outbound Scholars • Spain, Thailand Future Vision Update

8. Feedback • Successes • Greater profile beyond polio eradication • District grant flexibility • Focused, high impact Global Grants • Strategic Partners • Opportunities • Global Grant process • Sustainability in projects • Existing partnerships • Non-pilot transition Future Vision Update

9. What Should You Do First? • Create Your Organization • Read and Understand the District MOU • Set Up the Rules and Timelines • Get Feedback • Adjust the Rules and Timelines • Educate Everyone • District Team • Club Leadership • Club Members Future Vision Update

10. District Organization • District Foundation Chair* • District Grants Subcommittee Chair* • Global Grants Chair* • District Grants Chair* • District Fundraising Chair* • District PolioPlus Chair* • District Foundation Treasurer* • District Foundation Audit Committee* • Committee includes DG, DGE, DGN *Current Required Positions Future Vision Update

11. District Organization • District Foundation Chair • Foundation Mentors • Annual Giving/Paul Harris Society Chair • Permanent Fund Chair • Vocational Training Team Chair • Packaged Grant Chair • District Scholar Chairs • Outbound, Inbound, Peace Fellow • Event Chairs • Foundation Seminar • Foundation Gala • Major Donor Event Future Vision Update

12. District FV Transition Coordinator • Duties • Leads your District’s leadership to prepare for Rotary Year 2013-14 • Organization • Education • Qualification • Works with Zone FV Transition Coordinator • Qualifications • Knowledgeable about TRF Future Vision Update

13. District Qualification • District leadership signs and implements the District Memorandum of Understanding • Create and submit banking account information • Select District’s annual financial assessment method • Qualify the clubs • Establish document retention plan • Comply with all reporting requirements • Be current on RI Dues • Matching/Global Grant late reports must be less than 30% of total open grants Future Vision Update

14. Club Qualification • Clubs must be qualified to participate in a Global Grant (District Grant - recommended) • Club Qualification Requirements • A minimum of one club member attends Grants Management Seminar (recommend two) • Club President-elect, Foundation Chair, International Service Chair, Community Service Chair, others • Club President & President-elect sign the Memo of Understanding • Club must be current on RI and District Dues • No late reports on Matching or Global Grants Future Vision Update

15. Grants Management Seminar • To prepare clubs to apply for TRF Grants and manage their projects • To qualify clubs to receive TRF Global Grant funds • Suggested Grants Management Seminar Agenda • Creating a Project • Applying for a Grant • Project Implementation (Management & Stewardship) • Qualification • District Grants • Include or not? Future Vision Update

16. Club Memorandum of Understanding • Club MOU • Signed by President and President-elect • Need to understand what they are signing • What elements are the club already using? • What does the club need to do? • Who will help the club implement the MOU? Future Vision Update

17. Rotary Foundation Grants Rotary Foundation District Grants Rotary Foundation Global Grants Future Vision Update

18. Lessons Learned Disease Prevention and Treatment Medical camps being reevaluated Improving general health accomplished goal Being closely monitored Basic Education and Literacy Primary education and adult literacy Refurbishing a secondary school, maybe not Definition to be reanalyzed Vocational Training Teams Adopt a Village, Perform/Teach surgeries o.k. Observing/touring doesn’t address specific need Feedback Future Vision Update

19. Lessons Learned Scholars Start early Study in Areas of Focus and/or Career Goals aligned with Areas of Focus Acceptable Example: Architecture Degree Area of Focus: Peace & Conflict Resolution Career Goal: Renovation of refugee housing damaged in war Rejected Example: International Relations Degree Career Goal: Job at US State Department No specific Area of Focus Feedback Future Vision Update

20. Lessons Learned Sustainability Be specific Purchasing equipment alone not enough Training on use? Maintenance? Skills transfer is critical Funding after completion of project Feedback Future Vision Update

21. District applies once a year to TRF All grants must follow TRF Mission Requires substantial stewardship on the part of the District District must be qualified Similar to District Simplified Grants District creates the rules for club participation Club qualification (up to the district) DDF given to clubs for allocation based on APF giving Six Areas of Focus Late Reports TRF District Grants Future Vision Update

22. Rules Example Grants must follow TRF Mission, preferably within the six Areas of Focus Preference for international projects in developing countries Club must be qualified Up to $3,000 per club, club matches $ for $ $6,000 minimum project size Use www.matchinggrants.org/district Applications due: September 1, 2011 TRF District Grants Future Vision Update

23. Must follow TRF Mission Must be in one of the Six Areas of Focus Sustainability must be clearly defined International and Host clubs and districts must be qualified Funding from cash contributions, DDF, TRF World Fund $15,000 minimum grant from TRF World Fund Larger projects probably require clubs working together TRF Global Grants Future Vision Update

24. Use existing partnerships/relationships Utilize www.matchinggrants.org/district or www.matchinggrants.org/global Create “Friends of District 1111” committees Working with host DG to prioritize projects Clubs coming together for common good Larger projects with significant impact Manages non-Foundation projects Friendship Exchange How Will Clubs Work Together? Future Vision Update

25. What Doesn’t Change • Donating to The Rotary Foundation • TRF-Direct • EREY • Sustaining Members • Paul Harris Society • PolioPlus • Global Grants • Permanent Fund • Contribution Reports Future Vision Update

26. Some Things Don’t Change Much  • Stewardship • Late reports on Matching Grants • Fewer grants make late reports more critical • TRF will provide quarterly reports instead of semi-annual • Reporting on District Grants • Report to TRF that funds have been disbursed • Stewardship takes place at the District level • Annual auditing at the District required Future Vision Update

27. www.rotary.org/futurevision Future Vision Update, Nov. 2008