Title: Introduction to Future Vision
1Introduction toFuture Vision
2Future Vision Why?
- Preparing for The Rotary Foundation Centennial
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4Future Vision Why?
- Preparing for The Rotary Foundation Centennial
- Immense growth
- Relevance in philanthropic world
- Evolving organization
- Rotarian feedback
- Sustainability, significance, simplification
52017 Vision A Premier Foundation
- Increased and diversified giving
- Fewer transactions less staff
- Authority on critical issues (e.g., water)
- Significant NGO partnerships
- APF grows to about US150 million
- Permanent Fund grows to US700-800 million
6TRF Mission and Motto
- 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
7Areas of Focus
- 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
8Areas of Focus
- Goodwill and Peace
- 1. Peace Conflict Resolution/Prevention
- Health
- 2. Disease Prevention Treatment
- 3. Water Sanitation
- 4. Maternal Child Health
- Education
- 5. Basic Education Literacy
- Alleviation of Poverty
- 6. Economic Community Development
9TRF Mission and Motto
- 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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11Toxic Charity
- Destroys personal initiative
- Diminishes dignity
- Creates or increases dependency
- Dismantles family structures
- Erodes work ethic
12Oath for Compassionate Service
- Never do for the poor what they have (or could
have) the capacity to do for themselves - Limit one-way giving to emergency situations
- Strive to empower the poor
- Subordinate self-interests to the needs of those
being served
13Oath for Compassionate Service
- Talk less, listen more
- (to both verbal and non-verbal messages)
- Above all, do no harm
- Toxic Charity by Robert D. Lupton
- Published October 2011
14What is Future Vision?
- A new grant-making model
- For transformative charity
15Grant Types
District Grants Global Grants Packaged
Grants (3rd grants category as of 1 July 2013)
16Current Funding Model
ANNUAL PROGRAMS FUND
50
50
SHARE
District Controlled
Trustees Controlled
District Designated Fund
World Fund
Other (Cash, DAF, Permanent Fund)
20 (max)
80 (min)
District Grants
Global Grants(World Fund match to DDF and cash)
17Future Vision 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)
18Rotary 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
- Model similar to District Simplified Grants
19Rotary Foundation Global Grants
- Long-term projects
- Areas of focus
- Rotarian participation
- Larger grant awards
- Sustainable outcomes
- International partnerships required for club-
and district-developed grants
20Qualification
- 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 club in the district to become
qualified
21Qualification Requirements
- Attendance at grant management seminars (fall and
spring) - Agreement with club MOU
- Submission of signed club MOU
- No overdue reports from previous projects
22Areas of Focus
- Peace Conflict Prevention/Resolution
- Disease Prevention Treatment
- Water Sanitation
- Maternal Child Health
- Basic Education Literacy
- Economic Community Development
23Program Structure
- Global Grants
- (Within Areas of Focus)
- Global Grants (for larger international projects)
- Global Grant Scholarships
- Vocational Training Teams
- District Grants
- (Outside Areas of Focus)
- Grants for University Teachers
- Ambassadorial Scholarships (cultural, multi-year,
academic year) - Group Study Exchange
- Regional Scholar Seminar Grants
- District Simplified Grants
- Smaller International Grants
- Disaster Recovery
- Volunteer Service Grants
24Examples 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
25Examples of Activity
Global Grants Areas of Focus-related
- 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 and provide malaria
prevention educ. - Send vocational training team abroad to
participate in workshop and learn teaching
methods to address adult illiteracy
26Program Comparison
- Incubators for neonatal unit at hospital
- Incubators for hospital
- Staff training on new equip.
- Community-based health education classes
- Improved access to pre-natal care
- Measurement of results
27Program Comparison
- Supplies/equipment for vocational training of
older teenagers (metal fabrication, computers,
books)
- Supplies equipment for vocational training
- Identifying teachers to train students for metal
fabrication, computer skills, and
entrepreneurship - Workplace readiness training/apprenticeships
- Measurement of results
28Funding Attributes
- Global Grants
- Initiated by qualified club and/or district
- DDF, World Fund, cash flow through, PF earnings,
named gifts - Larger awards (min. from TRF US15,000) and
project costs (min. project budget US30,000 - World Fund match of DDF, cash, and DAF
- Streamlined stewardship and accountability
29Top 5 Things to Know About Future Vision
- Streamlines the grant-making process
- Supports Rotarian-identified needs in communities
- Involves both clubs and districts
- Provides balance of local and international
projects - Uses an online application process
30Future Vision 5-Way Test
- Hand-outs replaced by hand-ups
- Cost-effective
- Significant Rotarian involvement
- Evidence of sustainable outcomes
- Consistent with TRF mission and Areas of Focus
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33District Organization
34D-6900 Organization Chart
35District MOU
- District Qualification
- District Officer Responsibilities
- Club Qualification
- Financial Mgmt. Plan
- Annual Financial Assessment
- Bank Acct. Requirements
- Report on Use of Grant Funds
- Document Retention Transfer
- Reporting Resolving Misuse of Funds