Transcript Future Vision Plan presentation

The Rotary Foundation’s Future Vision Plan
Future Vision Update, Nov. 2008
Slide 1
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 2
2017 Vision: A Premier Foundation
Permanent Fund approximately
Authority
Increased
Fewer
Significant
APF
AonTop
Polio
grows
transactions,
critical
and
50
strategic
Eradicated
to
Foundation
diversified
issues
~US$153M
less
partners
(e.g.:
giving
staff
water)
Efficient
and
effective
operations
US$700-800M
Future Vision Update, Nov. 2008
Slide 3
Name Recognition
Future Vision Update, Nov. 2008
Slide 4
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 5
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 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
Future Vision Update, Nov. 2008
Slide 7
Grant Names
Rotary Foundation
District Grants
Rotary Foundation
Global Grants
Future Vision Update, Nov. 2008
Slide 8
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 9
Rotary Foundation District Grants
Qualified
District
Submits
Request
TRF
Mission
related
Rotary Clubs
Block
Grant
DDF
Impact
Qualified
District
Individuals
Disburse
funds
Rotaryaffiliated
entities
Cooperative
Organizations/
NGOs
Future Vision Update, Nov. 2008
Slide 10
Local and
global
communities
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 11
Rotary Foundation Global Grants
Qualified
Club or
District
Submits
Proposal
TRF
Areas
of Focus
Future Vision Update, Nov. 2008
Global Grant
Award Club
or District
Developed
Grant
Award
Packaged
Grant
World Fund
match to
DDF/cash
World Fund
Qualified
Club or
District
Impact
Global
communities
Slide 12
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 13
Current Program Transition
District Grants
Global Grants
Activities currently funded by:
Activities currently funded by:
• Grants for University Teachers
• Ambassadorial Scholarships
(cultural, multi-year, academic year)
• Academic-Year Ambassadorial
Scholarships
• Group Study Exchange
• Group Study Exchange
• Larger Matching Grants
• Regional Scholar Seminar Grants
• 3-H Grants
• District Simplified Grants
• Rotary Centers for International
Studies
• Smaller Matching Grants
• Volunteer Service Grants
• Disaster Recovery
Future Vision Update, Nov. 2008
Slide 14
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 15
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 16
Strategic Partnerships
Rotary International/The Rotary Foundation
Foundation Areas of Focus
Global Grants — Packaged Opportunities
Strategic Partners
Districts/Clubs
Financial Resources
Financial and/or
Human Resources
Technical Expertise
Advocacy
Community
Future Vision Update, Nov. 2008
Slide 17
Funding Model
ANNUAL PROGRAMS FUND
50%
SHARE
District Controlled
Trustees Controlled
District
Designated
Fund
50% (max)
50%
World
Fund
Other
(Cash, DAF,
Permanent
Fund)
50% (min)
Global Grants
District Grants
Future Vision Update, Nov. 2008
(World Fund match
to DDF and cash)
Slide 18
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 19
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 20
Timeline – Year 0
Planning & Preparation Years
2008-09 and 2009-10
• 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 21
Timeline – Year 1
Pilot Phase
2010-11
• Begin awarding grants to pilot districts
• Update on pilot to Trustees
• Last year to fund some current programs
Future Vision Update, Nov. 2008
Slide 22
Timeline – Year 2
Pilot
Phase
2008-09
2009-10
2011-12
• Continue awarding grants to pilot districts
• Evaluation of pilot successes and challenges
• Final pilot evaluation to Trustees
Future Vision Update, Nov. 2008
Slide 23
Timeline – Year 3
Pilot
Phase
2008-09
2009-10
2012-13
• Continue awarding grants to pilot districts
• Final pilot evaluation
• Adjust grant model for full rollout
• Qualify and train all districts
Future Vision Update, Nov. 2008
Slide 24
Timeline – Full Rollout
Full
Rollout
2008-09
2009-10
2013-14
• Begin awarding new grants worldwide
• Phase out remaining programs
Future Vision Update, Nov. 2008
Slide 25
Pilot Application/Training
• 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
Future Vision Update, Nov. 2008
Slide 26
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 27
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
Future Vision Update, Nov. 2008
Slide 28
www.rotary.org/futurevision
[email protected]
Future Vision Update, Nov. 2008
Slide 29