Transcript Future Vision Plan presentation

TRF An Overview.
Overview of the New
Grants Model of THE
ROTARY
FOUNDATION
.
PDG Deinde Shoga.
Slide 1
TRF Overview.
• Programs of TRF.
• Humanitarians grants.
• Matching, 3H, District simplified
grants etc
• Educational programs. GSE, Amb
Scholars etc
• New Program –Future Vision plan.
Slide 2
Why future Vision
plan?
• Preparing for the Rotary Foundation Centennial
• Immense growth
• Relevance in philanthropic world -Through
Change
• Evolving organization
• Rotarian feedback
• Sustainability, significance, simplification
Slide 3
A Vision for the future.
• Polio eradicated
• Inundation of requests for strategic
partnerships with NGOs and others
• Nobel Peace Prize awarded to Rotary or
program alumnus
• Authority on critical issues (e.g., water)
• A top 50 foundation (high Charity
Navigator rating)
Slide 4
A Vision for the future.
• PF value = $800M
• APF growth ~ $153M
• Increased and diversified giving
• Fewer transactions, reduced staff,
efficient and effective
• All Rotarians, clubs, and districts
active in fundraising and programs
Slide 5
FVP Goals
• Balance—global and local
• Simplify and focus program menu
• Focus on significant and sustainable
outcomes
• Increase sense of ownership—
shifting decisions locally
• Be recognized as first-choice partner
for global projects
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
Slide 7
Excerpts from Mission
Areas of Focus
Goodwill and Peace
1. Peace and Conflict
Prevention/Resolution
Health
2. Disease Prevention
and Treatment
3. Water and Sanitation
4. Maternal and Child
Health
Education
5. Basic Education
and Literacy
Alleviation of Poverty
6. Economic and
Community
Development
Slide 8
6 Areas of Focus.
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
Slide 9
Grant Types.
• District Grants.
• Global Grants.
• (Packaged Grants with Strategic
partners) –Developed by TRF
• APF Share-50%= DDF
• DDF Up to 50% District Grants.
• 50% Global Grants.
Slide 10
District Grants
Simple, flexible, innovative projects.
• Educational and humanitarian
projects / activities consistent with
mission
• Smaller activities and projects
• Local decision making with broader
guidelines
Slide 11
District Grants
District Grants
• Block grant
• District administers
• General TRF guidelines
• Creativity and accountability
• Local and DDF funding only
• Up to 50% DDF- No min or max $ limits
Slide 12
Global Grants
•
•
•
•
•
•
•
Activities to be in the 6 Areas of focus.
International partner(s) required.
World fund matching.
1:1 DDF
1: 0.5 Cash
Min TRF Match $15,000
When above $100,000 Trustees approval
needed.
Slide 13
Global Grantsattributes
• Long-term projects / activities
achieving specific qualitative
standards
• Rotarian participation
• Larger grant awards
• Sustainable outcomes
• Educational and humanitarian related
• International partnerships required
Slide 14
Global grants
Global Grants
• DDF, World Fund, cash flow through,
PF earnings, named gifts
• Larger awards (min. $15K) and
project costs
• WF match of DDF, cash, and DAF
• Streamlined stewardship and
accountability
Slide 15
Global Grants. Matching
of funds
• Min grant value $30,000
• DDF $15,000 World fund $15,000
• Club & District involvement:
• Club A (local) $2000 – TRF $1,000
• Club B (International) $10,000- TRF $5000
• District DDF
•
$9,000-
TRF $9,000
Total- $36,000
Slide 16
How to Access Global
Grants
• All steps will be done on line via
member access.
• Write proposals.
• Budget and financing plan should
match.
• Find International partner(s)
Slide 17
Global grant process.
• First step. Complete proposal via
member access.
• When approved fill “Application form”
on line via member access.
• 6 month period allowed between
okayed proposal and submission of
application.
• Approval is followed by disbursement
Slide 18
Distributable Funds
ANNUAL PROGRAMS
FUND
50%
SHARE
District
Designated
Fund
50% (max)
50%
World
Fund
Other
(Cash, DAF,
Permanent Fund)
50% (min)
District Grants
Global Grants
Slide 19
Packaged Grants. Strategic
Partnership Model
RI/Rotary Foundation
Foundation Areas of Focus
Global Grants
Strategic Partnerships
Financial Resources
•Direct to Foundation
•Parallel funding
•Foundation gives to partner
Districts/Clubs
Financial and/or
Human Resources
Technical Expertise
Advocacy
Community
Slide 20
Strategic Partners
Slide 21
Scholarships.
• SCHOLARSHIPS CAN BE AWARDED FOR
ONE TO FOUR YEARS OF GRAUATE LEVEL
STUDY
• SCHOLARS MUST HAVE CONDITIONAL OR
UNCONDITIONAL ADMISSION IN THE
CHOSEN UNIVERSITY
• FOUNDATION WILL VET APPLICATION TO
DECIDE IF IT FITS IN THE AREA OF FOCUS
Slide 22
Vocational Training Team
• Expected to replace GSE.
• Univocational.
• No age requirement.
• Could be part of a Global Grant or “Stand
alone”
• Team of at least 3 non Rotarians. (No
Maximum)
• Team Leader.
Slide 23
MOU
• Emphasises stewardship.
• Good record keeping. At least 5
years.
• Abiding by qualification requirements
• Promote transparency.
• Emphasises good financial
management.
Slide 24
Sustainability and
Global Grants
Rotary Foundation Global Grants
support large, grant‐funded activities
that relate to one or more of the six
areas of focus and have a long‐term
impact. Clubs and districts can either
create their own global grant.
Slide 25
Sustainability.
• Or sponsor packaged global grants
that The Rotary Foundation develops
in cooperation with its strategic
partners.
• One requirement of a global grant is
that activities must be sustainable
and measurable.
Slide 26
Sustainability.
• The Rotary Foundation defines
sustainability as the capacity for
maintaining outcomes long‐term to
serve the ongoing need of a
community after grant funds have
been expended.
• Sustainability and measurability are
key issues.
Slide 27
Sustainability
• Activities and safeguards to ensure
continuity of project.
• Multiple levels of sustainability.
• Usage of local resources and local
knowledge.
• Respect to natural resource base.
Avoid degradation of the
environment.
Slide 28
Sustainabilty.
• Attempt to reach greatest number of
beneficiaries.
• Promote innovative ideas.
• Enlist Grassroot support
• Introduce measurability and impact
aspects.
Slide 29
What Did We Learn?
1. Enhanced Online System
2. Adjusted District Leadership Structure
3. Contingency Fund for District Grants
4.Expanded Criteria for Areas of Focus
5. Clarified Guidelines for Areas of Focus
and Sustainability
Slide 30
What Did We Learn?
6. Streamlined Global Grant Application
Process
7. Simplification of Global Grant Scholarships
8. Less Restrictions for Vocational Training
Teams
9. International Travel in Global Grants
10.Reduction in Packaged Grant Minimum
Slide 31
Resources
• www.rotary.org
. Webinars.
• Updated materials
– District Rotary Foundation Committee Manual
– District Rotary Foundation Seminar Manual
– Grant Management Manual and Grant
Management Seminar Leaders’ Guide
• Preparing Your Club or District for Rotary
Foundation Grants in 2013
Slide 32