Transcript Future Vision Plan presentation

Mentor
Training –
27 February
2010
District
7610
Foundation
Global Grants
Seminar
Slide 1
1
The Rotary Foundation Mission
Advance world understanding,
goodwill, and peace through the
– improvement of health,
– support of education and
– alleviation of poverty
2
Overview
Slide 2
Comparative Analysis
4,160
Number of Grants Awarded
4,500
4,000
3,500
3,000
2,500
2,000
1,500
1,000
500
180
500
535
1,000
0
Conrad
Hilton
MacArthur
Foundation
Lions
International
Habitat For
Humanity
Annual Budget:
$100 M
$260 M
$38.5 M
$100 M
Average Award:
$500,000
$520,000
$72,000
$100,000
The Rotary
Foundation
$100 M
$12,500
3
Concepts
• Simplify Foundation programs and
processes consistent with TRF mission
• Focus Rotarian service efforts
to increase global impact
• Two ways to do grants
• Increase sense of ownership &
stewardship for district & club
• Sustainability – Areas of focus
• Enhance Rotary’s public image
4
Overview
Slide 4
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
5
Overview
Slide 5
What’s New?
Future Vision
Current Model
Changes
• Six Focus Areas
• Six Focus Areas
More Emphasis
• Programs
• Programs:
Bigger, Bolder
– Matching Grants
– Global & Packaged
$30,000+
Grants
– District Simplified Grants
– District Grants
More $-up to 50%
– Ambassadorial Scholars
– Scholars
$30,000
– Group Study Exchange
– Vocational TT
$30,000+
– Disaster Relief
– Disaster Relief
no change
– Alumni
– Alumni
no change
– Rotary Peace Centers
– Rotary Peace Centers no change
6
overview
Slide 6
New Grant Model
•
District Grants
•
Global Grants
•
Packaged
Grants
7
Overview
Slide 7
District Grants
• Single annual “block” grant
• Educational & Humanitarian projects/
activities consistent with mission
• Club Spending Plan required
• Simple, flexible, innovative with smaller
activities & projects
• Fund Local or international
• Local decision making with broader guidelines
• Can include local or international projects and
scholarships &/or GSE
• Tied to Six Areas of Focus
8
Overview
Slide 8
Global Grants
•
9
Overview
Slide 9
Scholarships
2013-2014
• District Grants
– No match by TRF
– No restrictions on the location,
length of study, area of study or level
(undergraduate or graduate)
– District determines criteria, process &
award amount
• Global Grants
–
–
–
–
TRF - must be minimum of $30,000
Field of study must be within the 6 areas of focus
Graduate level; one to four years; must study abroad
Possibly bundled with a humanitarian project with a total of
scholarship & project of $30,000
– Peace Scholarships funded by TRF
10
Overview
Slide 10
Vocational Training Teams
2013-2014
• District Grants
– No match by TRF
– Old “Group Study Exchange”
Concept
• Global Grants
–
–
–
–
TRF match – must meet $30,000 minimum
Need to provide or receive training
Field of training must be within 6 areas of focus
Possibly bundled with a humanitarian project and
or a scholarship
– Minimum of 1 Rotarian and 3 non-Rotarians but
there is no maximum team size
– Additional Rotarians may participate
11
Overview
Slide 11
Quick Comparison
District Grants
Global Grants
• Application process with
the District
• Application process with
The Rotary Foundation
• Can be international or
community (local)
• Must be international
• Partnerships encouraged
• Min $15,000 to qualify
• No TRF match
• TRF match
• No Paul Harris credit
• Paul Harris credit
• Clubs must qualify
• Clubs must qualify
• Smaller projects
• Bigger projects
12
Overview
• Partner required
Slide 12
Mentor Training
27 February
2010
How –does
the Money
Global Grants
Flow?
Slide 13
13
Spending Funds
• District Grants
– Funds sent to the District
– District decides how to spend
dollars
– Local application process and
reporting
• Global Grants
– Funds stay at TRF
– District approves use of the DDF
– 2 step application process-with prior
District approval
– TRF to approve the Global grant
14
Overview
Slide 14
D7610 Foundation Donation Flow
$435,544 in 2010-11 – DG Ron
Marion
$
DG Jon Allan
2011-12
DG Steve Cook
2012-13
$217,772
50% to District Designated Fund
$108,886
Up to ½ to
District Grants
(No TRF Match)
15
Overview
$108.886
At least ½ to
Global Grants
DG Juanita Cawley
2013-14
$
$217,772
50% to World Fund
Matches 1:1 DDF $
and 50% of cash $
Slide 15
Spending Funds
Current Rotary Foundation – District 7610
2010-11Total Giving $435,544 >> for 2013-14
DSG
District DDF
Total District DDF
World Fund
$43,500
$174,272
$217,772
$217,772
Club Projects
Scholars
Matching Grants
Matching Grants
Matching Grants
Add’l GSE
GSE
Future Vision Rotary Foundation – District 7610
2010-11Total Giving $435,544 >> for 2013-14
16
Overview
District Grant
District Global Fund
DDF
World Fund
Up to $108,886
$108,886 or more
$217,772
Projects < $30,000
Projects $15,000 min
Projects $15,000 min
GSE
VTT $15,000 min
VTT $15,000 min
Scholars
Scholars $15,000 min
Scholars $15,000 min
Slide 16
District Spending of DDF
2013-2014
• District Grants
– District Scholars - TBD
– $ per grant based on District criteria
•
•
•
•
Partnerships encouraged
Community projects
International projects
Sustainable
• Global Grants
–
–
–
–
17
Overview
District-sponsored projects (up to $15,000 DDF)
TRF $ per club per project (1:2 match)
DDF $ per club project (TBD per grant)
Outbound Scholars - 2
Slide 17
Preparing for 2013-14
• Align activities with areas of focus
• Plan for grant management workshop
attendance & qualification
• Use webinars & resource materials
• Remain up-to-date on emerging
requirements
• Appoint club 2013-14 TRF Committee
• Develop Spending Plan working with district
• Implement Future Vision – July 2013
18
Overview
Slide 18
Training Plan 2012-13
•
Subscribe to monthly FV e-newsletter
•
Read “Transition to Future Vision:
Preparing Your Club for Rotary
Foundation Grants in 2013”
•
Review grant information in general training
manuals on www.rotary.org
•
All training manuals fully integrated
•
Training provided during following
meetings:
-
Foundation Seminar, September 8, 2012
-
Grant Management Workshops
-
District Team Training, March 23, 2013
-
Club Leadership Training Seminar (a.k.a.
District Assembly), May 18, 2013
19
Overview
Slide 19
Grant Management Workshop Schedules
• October 6 – Piedmont Area – Martin & Horn
General contractors, Charlottesville
• October 20 – Middle Peninsular/No Neck
Area Rappahannock CC, Glenns, VA
• November 10 – Northern Tier NOVA Area – Hilton
Washington Dulles Hilton, Herndon
• December 1 – Central & Southern NOVA Area
Goodwin House, Bailey’s Crossroads
• December 15 – Fredericksburg/Stafford/Prince
William Area – location TBA
20
Overview
Slide 20
Grant Workshop Goals & Objectives
• Understand Club Qualification & MOU
• Understand types & how to apply for all grants
• Understand Grants spending plan
• Know Tools to Create an Effective
Application in Focus Areas
• Understand Appropriate Use of
Funds & Record Keeping
• Learn How to Choose a Level of Involvement
• Manage the Matching Grants Process
• Understand Proper and Timely Reporting
21
Overview
Slide 21
Timeline to Future Vision
• Phase I: July thru December 2012
– “Create Awareness and Take Action”
– Educate/Train/Qualify the Clubs
– Form the District Rotary Foundation Committee
• Phase II: January - June 2013
– Club input to District Spending Plan
Deadline March 15, 2013
– District Spending Plan Deadline May 15, 2013
– Qualified clubs begin Global Grant process after January,
2013
• July 2013 >>> Future Vision is NOW
22
Overview
Slide 22
Keys to Success
• Motivation to accept change
• Importance of Six Areas of Focus
• Need to support TRF Mission
• Grants workshop requirement
• District & TRF MOU requirements
• Processes & grants handled on-line
• Treasurer & separate fund to handle
grant dollars at the District level
23
Overview
Slide 23
Questions?
Questions
24
Overview
Slide 24