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The Rotary Foundation’s Future Vision Plan

The Rotary Foundation’s Future Vision Plan. Why Plan?. Preparing for The Rotary Foundation Centennial Immense growth Relevance in philanthropic world Evolving organization Rotarian feedback Sustainability, significance, simplification. 2017 Vision: A Premier Foundation.

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The Rotary Foundation’s Future Vision Plan

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

  2. 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

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

  4. Name Recognition Future Vision Update, Nov. 2008

  5. 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

  6. 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

  7. 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, Nov. 2008

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

  9. 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

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

  11. 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

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

  13. 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

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

  15. 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 ShelterBox containers in response to natural disaster in another district Future Vision Update, Nov. 2008

  16. Examples of Activity Global Grants — Areas of Focus • International safe drinking water, sanitation, and hygiene education project • Send scholarabroad 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

  17. Strategic Partnerships Rotary International/The Rotary Foundation Foundation Areas of Focus Global Grants — Packaged Opportunities Districts/Clubs Financial and/or Human Resources Strategic Partners Financial Resources Technical Expertise Advocacy Community Future Vision Update, Nov. 2008

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

  19. 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 Funding Attributes Future Vision Update, Nov. 2008

  20. 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 Funding Attributes Future Vision Update, Nov. 2008

  21. 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

  22. Timeline – Year 1 Pilot Phase2010-11 • Begin awarding grants to pilot districts • Update on pilot to Trustees • Last year to fund some current programs Future Vision Update, Nov. 2008

  23. Timeline – Year 2 Pilot Phase2011-12 2008-09 2009-10 • Continue awarding grants to pilot districts • Evaluation of pilot successes and challenges • Final pilot evaluation to Trustees Future Vision Update, Nov. 2008

  24. Timeline – Year 3 Pilot Phase2012-13 2008-09 2009-10 • 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

  25. Timeline – Full Rollout Full Rollout2013-14 2008-09 2009-10 • Begin awarding new grants worldwide • Phase out remaining programs Future Vision Update, Nov. 2008

  26. 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

  27. 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

  28. 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

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

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