Future Vision Update, Nov. 2008 Slide 1
The Rotary Foundation’s Future Vision Plan
Future Vision Update, Nov. 2008 Slide 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 Slide 3
2017 Vision: A Premier Foundation
Polio EradicatedSignificant strategic partnersAuthority on critical issues (e.g.: water)A Top 50 FoundationIncreased and diversified givingPermanent Fund approximately
US$700-800MAPF grows to ~US$153MFewer transactions, less staffEfficient and effective operations
Future Vision Update, Nov. 2008 Slide 4
Name Recognition
Future Vision Update, Nov. 2008 Slide 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 Slide 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 Slide 7
1. Peace and Conflict Prevention/Resolution
2. Disease Prevention and Treatment
3. Water and Sanitation
4. Maternal and Child Health
5. Basic Education and Literacy
6. Economic and Community Development
Areas of Focus
Future Vision Update, Nov. 2008 Slide 8
Rotary FoundationDistrict Grants
Rotary FoundationGlobal Grants
Grant Names
Future Vision Update, Nov. 2008 Slide 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 Slide 10
Rotary Foundation District Grants
Individuals
Rotary-affiliated entities
Cooperative Organizations/
NGOs
Qualified District
Impact
Local and global
communities
Disburse funds
Block Grant DDF
TRF
Mission related
Qualified District
Submits Request Rotary Clubs
Future Vision Update, Nov. 2008 Slide 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 Slide 12
Rotary Foundation Global Grants
Impact
Global communities
TRF
Areas of Focus
Global Grant
Award Club or District Developed Grant
World Fund match to DDF/cash
Award Packaged Grant
World Fund
Qualified Club or District
Qualified Club or District
Submits Proposal
Future Vision Update, Nov. 2008 Slide 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 Slide 14
Current Program Transition
Global GrantsActivities currently funded by:
• Academic-Year Ambassadorial Scholarships
• Group Study Exchange
• Larger Matching Grants
• 3-H Grants
• Rotary Centers for International Studies
District GrantsActivities 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
Future Vision Update, Nov. 2008 Slide 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 Slide 16
Examples of Activity
Global Grants — Areas of Focus
• International safe drinking water, sanitation, and hygiene education project
• Send scholar abroad 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 Slide 17
Rotary International/The Rotary Foundation
Foundation Areas of FocusGlobal Grants — Packaged Opportunities
Strategic Partnerships
Districts/Clubs
Financial and/or Human Resources
Strategic Partners
Financial Resources
Technical Expertise
Advocacy
Community
Future Vision Update, Nov. 2008 Slide 18
ANNUAL PROGRAMS FUND
SHARE
District Grants
50% (max)
District Designated
Fund
50% 50%
World Fund
50% (min)
Global Grants(World Fund match to DDF and cash)
Funding Model
Other (Cash, DAF, Permanent
Fund)
District Controlled Trustees Controlled
Future Vision Update, Nov. 2008 Slide 19
Funding Attributes
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
Future Vision Update, Nov. 2008 Slide 20
Funding Attributes
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
Future Vision Update, Nov. 2008 Slide 21
Planning & Preparation Years 2008-09 and 2009-10
Timeline – Year 0
• 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 Slide 22
Pilot Phase2010-11
• Begin awarding grants to pilot districts
• Update on pilot to Trustees
• Last year to fund some current programs
Timeline – Year 1
Future Vision Update, Nov. 2008 Slide 23
2008-092009-10
Pilot Phase2011-12
• Continue awarding grants to pilot districts
• Evaluation of pilot successes and challenges
• Final pilot evaluation to Trustees
Timeline – Year 2
Future Vision Update, Nov. 2008 Slide 24
2008-092009-10
Pilot Phase2012-13
• Continue awarding grants to pilot districts
• Final pilot evaluation
• Adjust grant model for full rollout
• Qualify and train all districts
Timeline – Year 3
Future Vision Update, Nov. 2008 Slide 25
2008-092009-10
Full Rollout2013-14
• Begin awarding new grants worldwide
• Phase out remaining programs
Timeline – Full Rollout
Future Vision Update, Nov. 2008 Slide 26
• 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
Pilot Application/Training
Future Vision Update, Nov. 2008 Slide 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 Slide 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