1. District Rotary Foundation Seminar District 9455 Rotary Foundation Future Vision Hank de Smit District Governor Elect Districts 9455

2. District Rotary Foundation Seminar Transitioning to The Rotary Foundation Future Vision Plan & New Grants Structure What? Why? When? How? Available help

3. District Rotary Foundation Seminar Overview Background – reasons for change Overview of Future Vision Plan Main changes Suggested actions Available resources

4. District Rotary Foundation Seminar Background Centenary of TRF in 2017 Trustees initiated major review –TRF a victim of it’s own success –Large number of relatively small projects –High administration costs, delays, etc –Spreading thinly –Sometimes short term low impact –Sometimes unsustainable outcomes

5. District Rotary Foundation Seminar TRF is Large and Complex Over 4000 grants each year 12 grant types 12 funding models 26 currencies 200 countries and territories 9 languages 30 volunteer positions

6. District Rotary Foundation Seminar Need for Future Vision Plan Immense growth Relevance in philanthropic world Enhance sustainability Increase significance Simplify programs

7. District Rotary Foundation Seminar Simplify programs and processes Focus service efforts to increase impact Support global and local efforts Increase sense of ownership for districts and clubs Enhance Rotary’s public image Future Vision Plan Goals

8. District Rotary Foundation Seminar Areas of Focus Peace and conflict prevention/resolution Disease prevention and treatment Water and sanitation Maternal and child health Basic education and literacy Economic and community development

9. District Rotary Foundation Seminar Global Implementa- tion 2013-14 2008-09 Pilot Districts Selected 2009-10 Training and Implementa- tion for Pilot Districts Timeline 2010-11 1 year 2 2011-12 year 2012-13 3 year

10. District Rotary Foundation Seminar New simpler grants structure Vocational Training Teams –Replace Group Study Exchange Teams More autonomy for clubs & districts –No individual project approval for 50% of District Designated Funds – currently 20% Projects requiring individual approval and matching funds –Bigger, sustainable, aligned with areas of focus Major Changes

11. District Rotary Foundation Seminar District Grants Global Grants Packaged Grants New Grant Model Three grant types (two during pilot)

12. District Rotary Foundation Seminar District Grants Single “block” grant awarded annually –Up to 50% of District Designated Fund (20% DSG) –No World Fund contribution Local or international activities Local decision making with broader guidelines Smaller activities and projects Activities align with TRF mission

13. District Rotary Foundation Seminar Foundation Mission To enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty

14. District Rotary Foundation Seminar Global Grants Long-term projects Developed by clubs and districts Larger grant awards –Min $15,000 grant Matched by World Fund Sustainable Aligned with areas of focus

15. District Rotary Foundation Seminar Packaged Grants Developed by TRF with strategic partners Predesigned projects Funded by World Fund Aligned with an area of focus

16. District Rotary Foundation Seminar Packaged Grants Rotarians involved with –Needs assessment –Technical expertise –Service –Promotion –Monitoring and evaluation

17. District Rotary Foundation Seminar Currently Four Strategic Partners Aga Khan University –Nursing Scholarships in East Africa OikoCredit International –Microcredit funding for projects Mercy Ships –Medical VTTs – procedures & training UNESCO- IHE (Institute for Water Education) –Training for water and sanitation professionals

18. District Rotary Foundation Seminar Qualification Qualification provides clubs with controls to meet Foundation requirements and to manage grant-funded activities. Clubs need to qualify before applying for – global grants (required by TRF) – packaged grants (required by TRF) – district grants (if required by the district )

19. District Rotary Foundation Seminar Member Access

20. District Rotary Foundation Seminar Preparing for 2013 Align activities with areas of focus Consider sustainability of projects Bigger, bolder & better projects Adopt requirements of Memorandum of Understanding Learn from pilot district Participate in training in 2012-13

21. District Rotary Foundation Seminar Train, Qualify & Prepare 2012-13 Appoint a club Rotary Foundation committee chair Complete training to qualify your club Ensure grant reports are submitted Begin applying for global grants

22. District Rotary Foundation Seminar www.rotary.org/futurevision learn.rotary.org e-learning modules Rotary Grant News TRF document “Preparing Your Club for Rotary Foundation Grants in 2013” Resources

23. District Rotary Foundation Seminar Enhanced public image Increased contributions Greater global reach More members & donors Better projects Greater impact Stronger clubs

24. District Rotary Foundation Seminar Questions? futurevision@rotary.org

25. District Rotary Foundation Seminar