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Introduction to Future Vision

Introduction to Future Vision. Future Vision: Why?. Preparing for The Rotary Foundation Centennial. Future Vision: Why?. Preparing for The Rotary Foundation Centennial Immense growth Relevance in philanthropic world Evolving organization Rotarian feedback

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Introduction to Future Vision

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  1. Introduction toFuture Vision

  2. Future Vision: Why? • Preparing for The Rotary Foundation Centennial Future Vision Update

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

  4. 2017 Vision: A Premier Foundation • Increased and diversified giving • Fewer transactions; less staff • Authority on critical issues (e.g., water) • Significant NGO partnerships • APF grows to about US$150 million • Permanent Fund grows to US$700-800 million Future Vision Update

  5. TRF Mission and Motto 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

  6. Areas of Focus 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

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

  8. TRF Mission and Motto 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

  9. Toxic Charity • Destroys personal initiative • Diminishes dignity • Creates or increases dependency • Dismantles family structures • Erodes work ethic Future Vision Update

  10. Oath for Compassionate Service Never do for the poor what they have (or could have) the capacity to do for themselves Limit one-way giving to emergency situations Strive to empower the poor Subordinate self-interests to the needs of those being served

  11. Oath for Compassionate Service Talk less, listen more (to both verbal and non-verbal messages) Above all, do no harm * Toxic Charity by Robert D. Lupton Published October 2011

  12. What is Future Vision? A new grant-making model For transformative charity Future Vision Update

  13. Grant Types District Grants Global Grants *Packaged Grants (*3rd grants category as of 1 July 2013) Future Vision Update

  14. Current Funding Model ANNUAL PROGRAMS FUND 50% 50% SHARE District Controlled Trustees Controlled District Designated Fund World Fund Other (Cash, DAF, Permanent Fund) 20% (max) 80% (min) District Grants Global Grants(World Fund match to DDF and cash) Future Vision Update

  15. Future Vision 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

  16. 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 • Model similar to District Simplified Grants Future Vision Update

  17. Rotary Foundation Global Grants • Long-term projects • Areas of focus • Rotarian participation • Larger grant awards • Sustainable outcomes • International partnerships required for club- and district-developed grants Future Vision Update

  18. 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 club in the district to become qualified Future Vision Update

  19. Qualification Requirements • Attendance at grant management seminars (fall and spring) • Agreement with club MOU • Submission of signed club MOU • No overdue reports from previous projects Future Vision Update

  20. Areas of Focus • Peace & Conflict Prevention/Resolution • Disease Prevention & Treatment • Water & Sanitation • Maternal & Child Health • Basic Education & Literacy • Economic & Community Development

  21. Program Structure • District Grants • (Outside Areas of Focus) • Grants for University Teachers • Ambassadorial Scholarships (cultural, multi-year, academic year) • Group Study Exchange • Regional Scholar Seminar Grants • District Simplified Grants • Smaller International Grants • Disaster Recovery • Volunteer Service Grants • Global Grants • (Within Areas of Focus) • Global Grants (for larger international projects) • Global Grant Scholarships • Vocational Training Teams Future Vision Update

  22. 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

  23. Examples of Activity Global Grants — Areas of Focus-related • 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 and provide malaria prevention educ. • Send vocational training team abroad to participate in workshop and learn teaching methods to address adult illiteracy Future Vision Update

  24. Program Comparison Matching Grant Global Grant Incubators for hospital Staff training on new equip. Community-based health education classes Improved access to pre-natal care Measurement of results • Incubators for neonatal unit at hospital Future Vision Update

  25. Program Comparison Matching Grant Global Grant Supplies & equipment for vocational training Identifying teachers to train students for metal fabrication, computer skills, and entrepreneurship Workplace readiness training/apprenticeships Measurement of results • Supplies/equipment for vocational training of older teenagers (metal fabrication, computers, books) Future Vision Update

  26. Global Grants Initiated by qualified club and/or district DDF, World Fund, cash flow through, PF earnings, named gifts Larger awards (min. from TRF = US$15,000) and project costs (min. project budget = US$30,000 World Fund match of DDF, cash, and DAF Streamlined stewardship and accountability Funding Attributes Future Vision Update

  27. Top 5 Things to Know About Future Vision • Streamlines the grant-making process • Supports Rotarian-identified needs in communities • Involves both clubs and districts • Provides balance of local and international projects • Uses an online application process Future Vision Update

  28. Future Vision 5-Way Test • Hand-outs replaced by hand-ups • Cost-effective • Significant Rotarian involvement • Evidence of sustainable outcomes • Consistent with TRF mission and Areas of Focus Future Vision Update

  29. Future Vision Update

  30. Future Vision Update

  31. District Organization Future Vision

  32. D-6900 Organization Chart Future Vision

  33. District MOU • District Qualification • District Officer Responsibilities • Club Qualification • Financial Mgmt. Plan • Annual Financial Assessment • Bank Acct. Requirements • Report on Use of Grant Funds • Document Retention & Transfer • Reporting & Resolving Misuse of Funds Future Vision Update, Nov. 2008

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