1. Update for District 6510 July 30 , 2011
Future Vision Plan
Update for District 6510
July 30 , 2011
During the course of this presentation, the following topics will be addressed:
Provide some background on the plan; why and how it was developed
Explain the new grant model
Describe how nonpilot districts can work with pilot districts during the 3 year pilot
Provide suggestions to nonpilot districts for preparing for the full roll-out of Future Vision in 2013
Highlight the resources available to nonpilot districts

2. Why Plan? Preparing for The Rotary Foundation Centennial (2017)
Immense growth
Relevance in philanthropic world
Evolving organization
Rotarian feedback
Sustainability, significance, simplification
As the Trustees began to prepare for The Rotary Foundation’s centennial in 2017, it became apparent that the organization needed to pay attention to the delivery of services. We have seen an immense growth in the work of The Rotary Foundation, particularly in the area of humanitarian grants. The Matching Grants program began in In the first 35 years of the program, that is from 1965 until 2000, the first 10,000 Matching Grants were awarded. It only took four more years to award the second 10,000 Matching Grants. The Rotary Foundation became a victim of its own success! The Foundation was not designed to support this kind of exponential growth, and the Trustees knew that they would have to do something.
So the Trustees saw this as an opportunity to ensure that the Foundation would remain relevant in the philanthropic world and meet the needs of Rotarians in this evolving organization.
The Trustees and Board felt that we needed to take actions to be sustainable and significant in our projects, and we needed to simplify the programs of the Foundation as much as possible. In February 2005, based on feedback from Rotarians worldwide, the Future Vision Plan of The Rotary Foundation was initiated by the Trustees. This is our strategic plan for the future.

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
Endorsed by 2007 Council on Legislation
Early in the process, the Trustees adopted the motto, mission statement and priorities of the Future Vision Plan, which were approved and endorsed by the Rotary International Board of Directors and the 2007 Council on Legislation. The motto for the Rotary Foundation is “Doing good in the world,” the famous words of past president Arch Klumph from 1917.
The mission of The Rotary Foundation is to enable Rotarians to advance world understanding, goodwill and peace, through the improvement of health, the support of education and the alleviation of poverty. Based upon the principle areas of the mission statement the Trustees of The Rotary Foundation and the Board of Directors of Rotary International have approved six areas of focus for The Rotary Foundation in the future.

4. Future Vision Plan Goals
Simplify programs and processes
Focus Rotarian service efforts to increase global impact
Support global and local efforts
Increase sense of ownership at the district and club levels
Enhance Rotary’s public image
The goals of the Future Vision plan are to…
Simplify programs and processes
Focus Rotarian service efforts to increase global impact
Support global and local efforts
Increase a sense of ownership at the district and club levels
Enhance Rotary’s public image
To test this new plan, the Foundation is running a 3-year pilot which includes participation from 100 of 530 Rotary districts. During the pilot, the Foundation will be working to evaluate the Future Vision plan and make adjustments as necessary before full world roll-out in

5. 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
The Trustees of The Rotary Foundation have identified six areas of focus for the new grant structure. These areas reflect critical humanitarian issues and needs that Rotarians are already addressing worldwide. They will align Rotary with other international development efforts and will strategically further the Foundation's mission. Each of the areas has specific goals associated with the area.
The Trustees have committed to these areas of focus for at least nine years. In fact, the Trustees are encouraging nonpilot clubs and districts to focus their current Foundation program activity in these six areas even before the Future Vision Plan is rolled out to the entire Rotary world.

6. New Grant Model Rotary Foundation District Grants Global Grants
To simplify the grant-making process, the Future Vision Plan offers only two types of grants: Rotary Foundation District Grants and Rotary Foundation Global Grants. The new grant model of the Future Vision Plan optimizes contributions to our Foundation by helping clubs and districts use Foundation funds for greater impact, greater flexibility, and greater sustainability.

7. District Grants
Educational and humanitarian activities consistent with the mission
Single “block” grant awarded annually
Smaller activities and projects
Fund both local or international activities
Local decision making with broader guidelines
Rotary Foundation District Grants support the overall mission of The Rotary Foundation, but do not necessarily tie to the six areas of focus, thereby allowing a broad range of choices for clubs and districts. The district can apply annually for one District Grant – a “block grant” so to speak – for up to 50% of its available District Designated Funds for that Rotary Year - after reviewing requests from its Rotarians and clubs. The district will then issue the money and report to its clubs how all the funds were utilized. The Foundation itself will require very minimal reporting, thanks to the advance planning done by clubs and districts before the funds are requested. This will enable districts to close out their grants quickly. District grants are intended to support smaller activities and projects both locally and internationally.
The first district grant was awarded to District 3330 in Thailand. The district plans to use the funds to support a variety of projects, including buying books, computers, and sports equipment for schools; providing clean water for students; and adding patient beds at a hospital.

8. District Block Grants Can Be Used For:
Vocational Training Teams
Rotary Volunteers
Scholarships
Humanitarian service projects
All projects need to be aligned with the Foundation’s mission

9. 2013-14 District Block Grant District 6510
APF total $104,158.00
District Designated Funds = ½ of APF
D.D.F. = $52,079.00
District Block Grant = Max. ½ of D.D.F.
District Block Grant = $26,039.50

10. 2013-14 Remaining D.D.F. $26,039.50 Participate in Global Grants
Support PolioPlus
Support Rotary World Peace Centers

11. Global Grants Long-term projects Larger grant awards
Sustainable outcomes
Alignment with areas of focus
World Fund match
Two options: club- and district-developed and packaged
The other type of grant -- Rotary Foundation Global Grants – will fund projects and activities that are sustainable and measurable and relate to the goals of the areas of focus. In order to support these goals, global grants will provide larger awards for projects and activities with a minimum World Fund award of $15,000, resulting in a total project cost of US$30,000 and above.
Clubs and districts may develop their own global grant projects or they can choose from a menu of packaged global grants that the Foundation will develop in conjunction with its strategic partners. While the initial “menu” will be small, it will grow throughout pilot.
The first global grant was approved to support a dengue fever eradication project in Indonesia. The Rotary Clubs of Solo Kartini, Indonesia (D3400) and Westport, Connecticut, USA (D7980) will work together to install white ceramic tile on water storage tubs and train community members on how to interrupt the life cycle of mosquitoes, thereby reducing the rate of dengue infection.

12. Club and District Developed Global Grants
Global Grants receive match from the Foundation ranging from $15,000 to $200,000
Match is $ for $ if D.D.F. is used
Minimum project budget of $30,000

13. Club and District Developed Global Grants Can Be Used For:
Large International humanitarian projects
Vocational training teams
Scholarships
All Global Grants must have sustainable, measurable outcomes in one of the areas of focus

14. Packaged Global Grants
These grants are developed by the Foundation and its strategic partners
The World Fund and the strategic partner provide 100% of the funding , and Rotarians implement the grant project.

15. Packaged Global Grants
Because the project has been designed and a cooperating organization has been found Rotarians can focus on :
identifying beneficiaries
Providing technical expertise or direct service
Publicizing the project

16. Current Stategic Partners for Packaged Global Grants
Oikocredit – a Netherlands based microcredit specialist
Aga Khan University- operates health care training facilities in eight countries

17. Preparing for 2013 Begin aligning activities with the areas of focus
Seek “mentor” pilot district
Take advantage of training opportunities, webinars and resource materials
Participate in training in
During the pilot period, there are a number of things that you as a nonpilot district can do to begin preparing for the transition in As mentioned earlier in the presentation, the Trustees are encouraging all clubs and districts, pilot and nonpilot, to focus their current Foundation program activity in these six areas even before the Future Vision Plan is rolled out to the entire Rotary world.
As a nonpilot district, you might consider seeking out a pilot district that could serve as a “mentor” to share resources, tips and best practices.
You are encouraged to take full advantage of training opportunities, webinars and resource materials that have been developed to educate Rotarians about Future Vision.
Lastly, training for district governors will be provided in

18. Top 5 Things to Know about Future Vision
Simplifies the grant-making process
Supports Rotarian-identified needs within communities
Involves clubs, not just districts
Offers more options for scholarships
Uses an online application process

19. Resources RI website (www.rotary.org/futurevision)
Future Vision e-learning modules
Future Vision Pilot News (available to all Rotarians)
Regional Rotary Foundation Coordinator
Contact Center / ROTARY)
There are many reference materials to assist clubs and districts learn about Future Vision. Here are some helpful places to turn for information, assistance and guidance.
All of the most current and up to date Future Vision materials are available on the RI website at Included in these resources are a number of e-learning modules that provide the opportunity for independent learning in an engaging format. Available to all Rotarians, is the monthly Future Vision Pilot News e-newsletter. You can sign up on the RI website to receive this newsletter. You can also turn to your Regional Rotary Foundation Coordinator for information and guidance related to Future Vision. The RRFCs have been thoroughly trained in all matters Future Vision and are in a great place to help forge relationships between pilot and nonpilot districts.
In closing, the Trustees believe the Future Vision Plan will simplify Foundation programs and administration, align outcomes with the mission of the Foundation, increase ownership at the local level, and provide the necessary funding and resources to have the greatest impact in achieving the goals of our Foundation.