1. Leadership Development Academy – 27 July 2010
Future Vision Plan Update, Nov 2008
Leadership Development Academy – 27 July 2010
Mentor Training – 27 February 2010
Future Vision
Overview
It is my pleasure to present an update on the Future Vision Plan of The Rotary Foundation. The Trustees have taken significant steps in reviewing the current programs and operations of our Foundation and envisioning its potential in our second century of service. We will be celebrating our 100th anniversary of the Foundation in the next decade, and we continually strive to improve our Foundation—making it stronger, more prominent, and more accessible.
The new grant structure of the new Future Vision Plan attempts to optimize contributions to our Foundation so that clubs and districts can maximize the use of funds for greater impact, greater flexibility, and greater sustainability in their work. The Foundation has listened to Rotarians’ concerns and formulated this strategy based on this feedback. The new grant structure attempts to optimize contributions to our Foundation so that clubs and districts can maximize the use of funds for greater impact, flexibility, and sustainability in their work.
Global Grants

2. Future Vision Plan Update, Nov 2008
Concepts
No need to explain “why” anymore
3-year Pilot Phase
Changes are on the Grant Process
2 ways to do grants
Common sense
Sustainability – Areas of focus
Follow the money
Overview

3. Areas of Focus Peace and Conflict Resolution/Prevention
Disease Prevention and Treatment
Water and Sanitation
Maternal and Child Health
Basic Education and Literacy
Economic and Community Development
Now that we’ve covered the basic criteria for global grants, let’s spend a few minutes looking at each of the areas of focus. Millions of people around the world are deprived of basic necessities such as water, medical care and education. For years, Rotary clubs worldwide have partnered together to implement projects in their communities to address these basic needs. The six areas of focus, adopted by The Rotary Foundation and Rotary International are based on Rotarian interest and world needs. What can your club do to get involved and have an impact on the areas of focus? Let’s take a look at each area and ways your club can get involved…

4. Future Vision Plan Update, Nov 2008
Raising Funds
The way to raise funds has not changed
How much comes back to the District as DDF has not changed
DDF allocation history
DDF
$229,000
$130,000
$210,000
$200,000
$282,000
$302,000
$255,000
Carry Over
$89,000
$92,000
$34,000
$68,000
$71,000
$144,000
Total
$318,000
$222,000
$244,000
$268,000
$353,000
$446,000
$399,000
(numbers may not be 100% accurate)
Overview

5. Spending Funds Old System New System DSG (max 20%) Matching Grants
3H Grants
GSE
Ambassadorial Scholars
GUTS
PolioPlus
Peace Scholars
District Grants (max 50%)
Global Grants
PolioPlus
Peace Scholars
Overview

6. Future Vision Plan Update, Nov 2008
Spending Funds
District Grants
The money is sent to the District
The District decides how to spend it
Local application process and reporting
Global Grants
The money stays at TRF
The District approves the use of the DDF
2 application processes (and reporting)
At the District level to approve the DDF allocation
At TRF to approve the Global Grant
Overview

7. District Spending of DDF
Future Vision Plan Update, Nov 2008
District Spending of DDF
District Grants
2 Outbound Scholars
$4,000 per club, allocated on merit (1:1 match)
International projects
Areas of focus
Past Annual Giving
Global Grants
5 District-sponsored project ($25,000 DDF)
2 Peace Scholarships at USD (Ecuador, Uganda)
$12,000 per club per project (2:1 match)
Overview

8. Future Vision Plan Update, Nov 2008
Scholarships
District Grants
No matching by TRF
No restrictions on the field of study
No restrictions on the location
2 Outbound Scholars
Global Grants
TRF match
Field of study must be within the 6 areas of focus
Possibly bundled with a humanitarian project
2 Peace Scholarships to USD
Overview

9. Vocational Training Teams (GSE)
Future Vision Plan Update, Nov 2008
Vocational Training Teams (GSE)
District Grants
No matching by TRF
Old “Group Study Exchange” Concept
Global Grants
TRF match
Need to provide training instead of cultural exchange
Field of training must be within the 6 areas of focus
Possibly bundled with a humanitarian project
Adopt-A-Village VTT to Uganda
Medical VTT to South Africa
Overview

11. Quick Comparison District Grants Global Grants
Application process with the District
Can be local
No partner required
Can be in a non-pilot district
Max $4,000 DDF
No TRF match
No Paul Harris credit
No qualification required
Smaller projects
Application process with The Rotary Foundation
Must be international
Partner is required
Must be with a pilot district
Max $12,000 DDF
TRF match
Paul Harris credit
Clubs must qualify
Bigger projects
Overview

12. District Organization
District Rotary Foundation Chair (DRFC) Pam Russell
District Grants Subcommittee Chair (DGSC) Philippe Lamoise
District Global Grants Chair John Fistere
District District Grants Chair Marge Cole
District Fundraising Chair Steve Brown
District PolioPlus Chair Richard Coutts
Foundation Mentors
Overview