Update for District 6510 July 30 , 2011 Future Vision Plan Update for District 6510 July 30 , 2011 During the course of this presentation, the following topics will be addressed: Provide some background on the plan; why and how it was developed Explain the new grant model Describe how nonpilot districts can work with pilot districts during the 3 year pilot Provide suggestions to nonpilot districts for preparing for the full roll-out of Future Vision in 2013 Highlight the resources available to nonpilot districts

Why Plan? Preparing for The Rotary Foundation Centennial (2017) Immense growth Relevance in philanthropic world Evolving organization Rotarian feedback Sustainability, significance, simplification As the Trustees began to prepare for The Rotary Foundation’s centennial in 2017, it became apparent that the organization needed to pay attention to the delivery of services. We have seen an immense growth in the work of The Rotary Foundation, particularly in the area of humanitarian grants. The Matching Grants program began in 1965. In the first 35 years of the program, that is from 1965 until 2000, the first 10,000 Matching Grants were awarded. It only took four more years to award the second 10,000 Matching Grants. The Rotary Foundation became a victim of its own success! The Foundation was not designed to support this kind of exponential growth, and the Trustees knew that they would have to do something. So the Trustees saw this as an opportunity to ensure that the Foundation would remain relevant in the philanthropic world and meet the needs of Rotarians in this evolving organization. The Trustees and Board felt that we needed to take actions to be sustainable and significant in our projects, and we needed to simplify the programs of the Foundation as much as possible. In February 2005, based on feedback from Rotarians worldwide, the Future Vision Plan of The Rotary Foundation was initiated by the Trustees. This is our strategic plan for the future.

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 Endorsed by 2007 Council on Legislation Early in the process, the Trustees adopted the motto, mission statement and priorities of the Future Vision Plan, which were approved and endorsed by the Rotary International Board of Directors and the 2007 Council on Legislation. The motto for the Rotary Foundation is “Doing good in the world,” the famous words of past president Arch Klumph from 1917. 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. Based upon the principle areas of the mission statement the Trustees of The Rotary Foundation and the Board of Directors of Rotary International have approved six areas of focus for The Rotary Foundation in the future.

Future Vision Plan Goals Simplify programs and processes Focus Rotarian service efforts to increase global impact Support global and local efforts Increase sense of ownership at the district and club levels Enhance Rotary’s public image The goals of the Future Vision plan are to… Simplify programs and processes Focus Rotarian service efforts to increase global impact Support global and local efforts Increase a sense of ownership at the district and club levels Enhance Rotary’s public image To test this new plan, the Foundation is running a 3-year pilot which includes participation from 100 of 530 Rotary districts. During the pilot, the Foundation will be working to evaluate the Future Vision plan and make adjustments as necessary before full world roll-out in 2013-14.

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 The Trustees of The Rotary Foundation have identified six areas of focus for the new grant structure. These areas reflect critical humanitarian issues and needs that Rotarians are already addressing worldwide. They will align Rotary with other international development efforts and will strategically further the Foundation's mission. Each of the areas has specific goals associated with the area. The Trustees have committed to these areas of focus for at least nine years. In fact, the Trustees are encouraging nonpilot clubs and districts to focus their current Foundation program activity in these six areas even before the Future Vision Plan is rolled out to the entire Rotary world.

New Grant Model Rotary Foundation District Grants Global Grants To simplify the grant-making process, the Future Vision Plan offers only two types of grants: Rotary Foundation District Grants and Rotary Foundation Global Grants. The new grant model of the Future Vision Plan optimizes contributions to our Foundation by helping clubs and districts use Foundation funds for greater impact, greater flexibility, and greater sustainability.

District Grants Educational and humanitarian activities consistent with the mission Single “block” grant awarded annually Smaller activities and projects Fund both local or international activities Local decision making with broader guidelines Rotary Foundation District Grants support the overall mission of The Rotary Foundation, but do not necessarily tie to the six areas of focus, thereby allowing a broad range of choices for clubs and districts. The district can apply annually for one District Grant – a “block grant” so to speak – for up to 50% of its available District Designated Funds for that Rotary Year - after reviewing requests from its Rotarians and clubs. The district will then issue the money and report to its clubs how all the funds were utilized. The Foundation itself will require very minimal reporting, thanks to the advance planning done by clubs and districts before the funds are requested. This will enable districts to close out their grants quickly. District grants are intended to support smaller activities and projects both locally and internationally. The first district grant was awarded to District 3330 in Thailand. The district plans to use the funds to support a variety of projects, including buying books, computers, and sports equipment for schools; providing clean water for students; and adding patient beds at a hospital.

District Block Grants Can Be Used For: Vocational Training Teams Rotary Volunteers Scholarships Humanitarian service projects All projects need to be aligned with the Foundation’s mission

2013-14 District Block Grant District 6510 2010-11 APF total $104,158.00 District Designated Funds = ½ of APF 2013-14 D.D.F. = $52,079.00 District Block Grant = Max. ½ of D.D.F. District Block Grant = $26,039.50

2013-14 Remaining D.D.F. $26,039.50 Participate in Global Grants Support PolioPlus Support Rotary World Peace Centers

Global Grants Long-term projects Larger grant awards Sustainable outcomes Alignment with areas of focus World Fund match Two options: club- and district-developed and packaged The other type of grant -- Rotary Foundation Global Grants – will fund projects and activities that are sustainable and measurable and relate to the goals of the areas of focus. In order to support these goals, global grants will provide larger awards for projects and activities with a minimum World Fund award of $15,000, resulting in a total project cost of US$30,000 and above. Clubs and districts may develop their own global grant projects or they can choose from a menu of packaged global grants that the Foundation will develop in conjunction with its strategic partners. While the initial “menu” will be small, it will grow throughout pilot. The first global grant was approved to support a dengue fever eradication project in Indonesia. The Rotary Clubs of Solo Kartini, Indonesia (D3400) and Westport, Connecticut, USA (D7980) will work together to install white ceramic tile on water storage tubs and train community members on how to interrupt the life cycle of mosquitoes, thereby reducing the rate of dengue infection.

Club and District Developed Global Grants Global Grants receive match from the Foundation ranging from $15,000 to $200,000 Match is $ for $ if D.D.F. is used Minimum project budget of $30,000

Club and District Developed Global Grants Can Be Used For: Large International humanitarian projects Vocational training teams Scholarships All Global Grants must have sustainable, measurable outcomes in one of the areas of focus

Packaged Global Grants These grants are developed by the Foundation and its strategic partners The World Fund and the strategic partner provide 100% of the funding , and Rotarians implement the grant project.

Packaged Global Grants Because the project has been designed and a cooperating organization has been found Rotarians can focus on : identifying beneficiaries Providing technical expertise or direct service Publicizing the project

Current Stategic Partners for Packaged Global Grants Oikocredit – a Netherlands based microcredit specialist Aga Khan University- operates health care training facilities in eight countries

Preparing for 2013 Begin aligning activities with the areas of focus Seek “mentor” pilot district Take advantage of training opportunities, webinars and resource materials Participate in training in 2012-13 During the pilot period, there are a number of things that you as a nonpilot district can do to begin preparing for the transition in 2013. As mentioned earlier in the presentation, the Trustees are encouraging all clubs and districts, pilot and nonpilot, to focus their current Foundation program activity in these six areas even before the Future Vision Plan is rolled out to the entire Rotary world. As a nonpilot district, you might consider seeking out a pilot district that could serve as a “mentor” to share resources, tips and best practices. You are encouraged to take full advantage of training opportunities, webinars and resource materials that have been developed to educate Rotarians about Future Vision. Lastly, training for district governors will be provided in 2012-13.

Top 5 Things to Know about Future Vision Simplifies the grant-making process Supports Rotarian-identified needs within communities Involves clubs, not just districts Offers more options for scholarships Uses an online application process

Resources RI website (www.rotary.org/futurevision) Future Vision e-learning modules Future Vision Pilot News (available to all Rotarians) Regional Rotary Foundation Coordinator Contact Center (contact.center@rotary.org / 866-9-ROTARY) There are many reference materials to assist clubs and districts learn about Future Vision. Here are some helpful places to turn for information, assistance and guidance. All of the most current and up to date Future Vision materials are available on the RI website at www.rotary.org/futurevision. Included in these resources are a number of e-learning modules that provide the opportunity for independent learning in an engaging format. Available to all Rotarians, is the monthly Future Vision Pilot News e-newsletter. You can sign up on the RI website to receive this newsletter. You can also turn to your Regional Rotary Foundation Coordinator for information and guidance related to Future Vision. The RRFCs have been thoroughly trained in all matters Future Vision and are in a great place to help forge relationships between pilot and nonpilot districts. In closing, the Trustees believe the Future Vision Plan will simplify Foundation programs and administration, align outcomes with the mission of the Foundation, increase ownership at the local level, and provide the necessary funding and resources to have the greatest impact in achieving the goals of our Foundation.