Transcript Future Vision Plan presentation

FUTURE VISION PLAN.
FVP IN NIGERIA
– RID 9110
EXPERIENCE.
PRESENTATION BY
PDG Deinde Shoga.
Slide 1
TRF NEEDS US. WE
NEED TRF.
TRF –OUR FOUNDATION.
YOURS & MINE.
SUPPORT IT.
ELEMENTS OF AN EFFECTIVE CLUB
-CONTRIBUTE.
-PARTICIPATE.
Slide 2
TRF-In the beginning.
1917- ARCH KLUMPH 6TH RI PRES.
ENDOWMENT FOR DOING GOOD IN
THE WORLD.
TODAYS TRF.
ONE OF THE LARGEST PRIVATELY
FUNDED FOUNDATIONS IN THE
WORLD.
Slide 3
Contributing to the
foundation.
• ANNUAL PROGRAMS FUND
• EREY.
• PHF MULTIPLE PHF.
• PHS.
• MAJOR DONORS and MULTIPLES
Slide 4
CONTRIBUTING TO
TRF
• PERMANENT FUND.
• Benefactor.
• Bequest Society.
• Named Gifts.
• Arch Klumph Society.
• POLIO REMAINS No1 Priority. Support
still needed. Funds and active Rotarian
involvement.
Slide 5
PROGRAMS OF TRF
• Programs of TRF.
• Humanitarians grants.
• Matching, 3H, District simplified
grants etc
• Educational programs. GSE, Amb
Scholars etc
• New Program –Future Vision plan.
Slide 6
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 7
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 8
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 9
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 10
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 11
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 12
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 13
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 14
District Grants in D9110
to date
•
•
•
•
•
•
•
2010-11
$99,000 plus available.
39 Clubs were awarded.
2 District projects
-Wheel Chairs. (30)
-Cleft lip & palate (75 surgeries)
4 clubs did not fulfill conditions.$7,845
returned to TRF.
Slide 15
District grants.
• 2011-12
Slide 16
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 17
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 18
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 19
GLOBAL GRANTS
• PROCEDURES.
• WRITE PROPOSALS.
• FIND INTERNATIONAL
PARTNER(S)
• ON LINE PROPOSAL VIA MEMBER
ACCESS.
• ON LINE APPLICATION.
Slide 20
GLOBAL GRANTS.
• PROJECTS
• With Incubators for Africa and D
3131,7980,6420 and 7210 34
incubators and 5 resuscitators
$100,000. (GG 25354)
• Water and sanitation- toilets and
water facilities for 12 schools.
$61,589 (GG 25354)
Slide 21
Global grants
• RC Gbagada South-Microcredit and
water project $35,017 (GG 25229)
• RC VGC-Water and sanitation project
for schools complex in Eti osa
LG.$38,600 (GG25802)
Slide 22
Global grants
• RC Gbagada-with RC CP and PN (Benin)
(GG 25373). Renovation and furnishing
with 20 computers and provision of water
and san facilities in a school in PN. Basic
Educ +water and san $40,862 .
. Water and Sanitation project for four
schools RC Agege and Lagos central
$44,528 (GG25744)
Slide 23
GG/MG
• Cooperation with D9125 and 9140 by
donating DDF to D9140 to enable
D9110 partake in a gift of life project
for heart surgeries in India –ongoing.
Slide 24
Global grants
• Projects at Application stage
• Okotoks, Agege schools water and
sanitation project $134,560 (25633)
• Avoidable blindness RC Lagos
Palmgrove Estate (GG25584) $88900
• Water and San 10 schools with D
6900- $100,000 proposal approved.
Slide 25
Global GrantsPackaged grants.
• VTT to train nurse educators in AKU.
(a packaged grant with AKU as
strategic partner) The first ever PG.
• PG 25966 & 25967 worth $32,468
each -RC Lagos West scholarship for
two person to study water science
and engineering at UNESCO-IHE
Delft Netherlands.
Slide 26
Some examples of Global
grant projects
• International safe drinking water, sanitation,
and hygiene education project
• Sponsorship of Rotary Scholar to study
abroad in a water environmental engineering
master’s degree program
• International malaria project to distribute bed
nets and malaria treatment in conjunction
with area hospital
• Rotary GSE Team sent abroad to participate
in 8-week workshop to learn teaching
methods to address adult illiteracy
Slide 27
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 28
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 29
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 30
Packaged Grants
• Partnership with Oikocredit for
microcredit.
• Partnership with Agha Khan
University.
• MERCYSHIPS.
• UNESCO IHE
Slide 31
PACKAGED GRANTS
IN 9110
• AGA KHAN UNIVERSITY- HIGHLY
ACCLAIMED VTT PROGRAM.
NURSE EDUCATORS TRAINING IN
AKU, UGANDA.
• WATER TECH TRAINING
SCHOLARSHIP IN DELFT.
Slide 32
Scholarships.
• SCHOLARSHIPS CAN BE AWARDED FOR
ONE TO FOUR YEARS OF GRADUATE 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
• FOR NOW LIMITED TO FELLOW PILOT
DISTRICTS.
• SCHOLARSHIPS THRU PACKGED GRANTS.
Slide 33
Peace Studies
• Peace studies at Rotary centres
continue.
• Our District is a “Peacebuilder
District” $25,000 yearly contribution.
• Two scholars for three month peace
studies in Thailand.
• Currently has 5 Applications for World Peace
Scholarships for English Speaking Universities.
Slide 34
Vocational Training Team
• Expected to replace GSE.
• Capacity building is the goal.
• 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 35
How did we get here?
• 2009 applications were sought.
• 100 Districts chosen. ConsiderationsPast grant history, geographical
spread,
• Now 101 districts.
• Select DRFCC -Three year tenure
• Select Grants Chair.
Slide 36
Qualification.
• District.
• -DG 2010-11 & DRFCC attended training
Jan 2010 San Diego
•
•
•
•
•
•
•
Open District Grant account.
Select committees including district audit committee.
Complete & authorise document on line.
Authorisation is renewed every July.
Clubs:
Presidents & Foundation Chair attend GMS.
Sign MOU.
Slide 37
Qualification
•
•
•
•
•
•
•
Open RC xxx District grant account.
Others: district conditions.
Club in good standing-District & RI dues.
Up to 20 members.
Good project history.
Complete district form. Quality and value to community.
Accept supervision by district project monitoring
committee.
• Contribute at least 15% of project funds. May be more.
• Be prepared to account for funds.
•
Slide 38
MOU
• Emphasises stewardship.
• Good record keeping. At least 5
years.
• Abiding by qualification requirements
• Promote transparency.
• Emphasises good financial
management.
Slide 39
TRF COMMITTEE
STRUCTURE.
Slide 40
Summary
• Overview of FVP.
• How 9110 has fared.
• Local examples and experiences.
• Club, District, International and TRF
Interactions.
Slide 41
CONCLUSION.
COUNTDOWN 2013 JULY.
FULL ROLLOUT OF FVP.
Your Duty: PREPARE and ACCEPT IT.
Support Our Foundation TODAY & BUILD A
BETTER FUTURE FOR OUR WORLD.
USE TRF to execute worthwhile projects BIGGER ,BETTER, BOLDER so as to promote
“PEACE THROUGH SERVICE”
Slide 42