The Rotary Foundations Future Vision Plan

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The Rotary Foundations Future Vision Plan
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Why Plan?

• Preparing for The Rotary Foundation Centennial
• Immense growth
• Relevance in philanthropic world
• Evolving organization
• Rotarian feedback
• Sustainability, significance, simplification

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2017 Vision A Premier Foundation
Permanent Fund approximatelyUS700-800M
Polio Eradicated
Significant strategic partners
Authority on critical issues (e.g. water)
A Top 50 Foundation
Increased and diversified giving
APF grows to US153M
Fewer transactions, less staff
Efficient and effective operations
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Name Recognition
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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

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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

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Areas of Focus

• Peace and Conflict Prevention/Resolution
• Disease Prevention and Treatment
• Water and Sanitation
• Maternal and Child Health
• Basic Education and Literacy
• Economic and Community Development

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Grant Names
Rotary Foundation District Grants Rotary
Foundation Global Grants
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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

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Rotary Foundation District Grants
Qualified District
TRF
Rotary Clubs
Submits Request
Impact
Qualified District
Block Grant DDF
Mission related
Individuals
Disburse funds
Rotary-affiliated entities
Local and global communities
Cooperative Organizations/NGOs
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Rotary Foundation Global Grants

• Long-term projects
• Rotarian participation
• Larger grant awards
• Sustainable outcomes
• International partnerships required for club-
  and district-developed grants

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Rotary Foundation Global Grants
Qualified Club or District
Global Grant
TRF
Qualified Club or District
Impact
Submits Proposal
Areas of Focus
Award Club or District Developed Grant World
Fund match to DDF/cash
Award Packaged Grant World Fund
Global communities
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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

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Current Program Transition

• Global Grants
• Activities currently funded by
• Academic-Year Ambassadorial Scholarships
• Group Study Exchange
• Larger Matching Grants
• 3-H Grants
• Rotary Centers for International Studies

• District Grants
• Activities 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

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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

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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

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Strategic Partnerships
Rotary International/The Rotary Foundation
Foundation Areas of Focus Global Grants
Packaged Opportunities
Districts/Clubs Financial and/or Human Resources
Strategic Partners Financial Resources Technical
Expertise Advocacy
Community
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Funding Model
ANNUAL PROGRAMS FUND
50
50
SHARE
District Controlled
Trustees Controlled
District Designated Fund
World Fund
Other (Cash, DAF, Permanent Fund)
50 (max)
50 (min)
District Grants
Global Grants(World Fund match to DDF and cash)
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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

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Funding Attributes

• Global Grants
• Initiated by qualified club and/or district
• DDF, World Fund, cash flow through, PF earnings,
  named gifts
• Larger awards (min. US15,000) and project costs
• World Fund match of DDF, cash, and DAF
• Streamlined stewardship and accountability

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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

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Timeline Year 1
Pilot Phase2010-11

• Begin awarding grants to pilot districts
• Update on pilot to Trustees
• Last year to fund some current programs

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Timeline Year 2
Pilot Phase2011-12
2008-09 2009-10

• Continue awarding grants to pilot districts
• Evaluation of pilot successes and challenges
• Final pilot evaluation to Trustees

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Timeline Year 3
Pilot Phase2012-13
2008-09 2009-10

• Continue awarding grants to pilot districts
• Final pilot evaluation
• Adjust grant model for full rollout
• Qualify and train all districts

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Timeline Full Rollout
Full Rollout2013-14
2008-09 2009-10

• Begin awarding new grants worldwide
• Phase out remaining programs

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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 ? clubs in districts
• Training within 2009-10 RI training cycle
• Involves DGE, DRFC, RRFC

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Selecting Pilot Districts

• Diverse cross-section
• Diverse grant activity (small and large)
• Reporting and stewardship practices
• Election / appointment disputes
• Effective committees
• No probation / suspension

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Opportunities Challenges

• Provide input into the refinement of new
  structure
• Receive specialized Foundation support and
  service
• Access to more funds for use at districts
  discretion
• Agree to 3-year commitment
• Super-user districts may have less access to
  funds

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www.rotary.org/futurevision newgrantspilot_at_rotary.
org