Our Foundation

1
Our Foundations Pathway to the Future
Preparing for the Second Century of Service
TRFs Future Vision Plan

• Rotary Zone Institutes Update 2007

2
Todays Objectives

• Review
• Historical Perspective
• Future Vision Plan
• Progress and Timeline
• Recent Outcomes / Results
• Next Steps

3
History Matching Grants Growth

• Between 1965 and 2000 there were 10,000 Matching
  Grants 35 years
• Between 2000 and 2005 there were 10,000 Matching
  Grants 5 years

4
Surveys Focus Groups Outcomes / Issues

• Simplify programs and sharpen program focus
• Balance project optionsglobally locally
• Increase sense of ownership locallyshifting
  decisions to the districts

5
Terms of Reference for Future Vision Committee

• Exercise extraordinary vision in evaluating TRF
  and planning its role in Rotarys second century
  of service.
• The committee will focus on
• Definition of purpose
• Simplicity
• Direction of giving
• Appeal for donors

6
TRF Mission Statement
The Mission of The Rotary Foundation is to enable
Rotarians to advance world understanding,
goodwill and peace through the improvement of
health, the support of education and the
alleviation of poverty.
7
FV Plan Priorities

1. Simplify all Programs and Operations
2. Align Program Outcomes/Descriptions with the
   Future Vision Plan
3. Increase Participation and Sense of Ownership at
   District and Club Levels
4. Provide Sufficient Resources to Achieve the
   Program Goals
5. Develop a Business Model that Supports the Future
   Vision Plan

8
Progress/Timeline
Mar 2007 FVC receives independent evaluation
reports for Programs and IS/Business
Operations May 2007 FVC receives initial staff
feedback, assess the implications of goals, and
clarify questions June 2007 FVC provides
conceptual recommendations for Trustee feedback
9
Progress/Timeline
Aug 2007 FVC develops recommendations and
develops implementation plan Oct 2007 Trustees
receive recommendations including draft
transition plan FVC identifies initial
implementation steps Apr 2008 Trustees receive
full transition plan, with major implementation
steps
10
Five Way Test

• Simple
• Cost Effective
• Significant Rotarian Involvement
• Evidence of Sustainable Outcomes
• Consistent with Mission

11
Type A Grants
Individuals
Rotary Clubs
Local / International Communities
40 DDF
TRF
Districts

Rotary Entities
Coop Orgs/ NGOs
12
Type B Grants
Areas of Focus
A
D
C
B
e.g. Water
Grant Types ()
TRF/SCR Packaged Grants
Club District Grants
CORPORATE PROGRAM PolioPlus Partners
13
Definition

• An area of focus is a priority world need
  identified by Rotarians in which TRF is directing
  its resources to have a sustainable and
  measurable impact that leverages the
  organizations financial and volunteer resources.

14
Strategic Cooperative Relationship (SCR) Model
RI/TRF

• Strategic Cooperative
• Relationship
• Financial Resources
• Direct to TRF
• Parallel funding
• TRF gives to SCR
• Technical Expertise
• Advocacy

TRF Areas of Focus (e.g. Water) Type B Grants
Districts/Clubs Financial Resources Human
Resources
Community
15
Distributable Funds Model
ANNUAL PROGRAMS FUND 50 50
SHARE
DDF 40 60 (max) (min)
WORLD FUND
100
TYPE A
TYPE B
16
Transition Timeline

• 2007-08 Trustees, RI Board review plan
• 2008-09 Select, train and certify pilot
  districts educate DGEs on new grant model
• 2009-10 Begin awarding grants to pilot districts

17
Transition Timeline

• 2010-11 Award grants to pilot districts
• 2011-12 Award grants to pilot districts
  evaluate pilot adjust grant model certify and
  train all districts
• 2012-13 Begin awarding new grants worldwide
  phase out programs

18
Good to Great

• Is it what The Rotary Foundation is best in the
  world at doing?
• Is it what Rotarians are passionate about?
• Is it what drives the resources for The Rotary
  Foundation?
• Good to Great for the Social Sector by Jim
  Collins

19
Questions?

• Any additional questions, please contact
• RIs Strategic Planning Manager
• at
• spo_at_rotary.org