Leadership Development Academy – 27 July 2010 Future Vision Plan Update, Nov 2008 Leadership Development Academy – 27 July 2010 Mentor Training – 27 February 2010 Future Vision Overview It is my pleasure to present an update on the Future Vision Plan of The Rotary Foundation. The Trustees have taken significant steps in reviewing the current programs and operations of our Foundation and envisioning its potential in our second century of service. We will be celebrating our 100th anniversary of the Foundation in the next decade, and we continually strive to improve our Foundation—making it stronger, more prominent, and more accessible. The new grant structure of the new Future Vision Plan attempts to optimize contributions to our Foundation so that clubs and districts can maximize the use of funds for greater impact, greater flexibility, and greater sustainability in their work. The Foundation has listened to Rotarians’ concerns and formulated this strategy based on this feedback. The new grant structure attempts to optimize contributions to our Foundation so that clubs and districts can maximize the use of funds for greater impact, flexibility, and sustainability in their work. Global Grants

Future Vision Plan Update, Nov 2008 Concepts No need to explain “why” anymore 3-year Pilot Phase Changes are on the Grant Process 2 ways to do grants Common sense Sustainability – Areas of focus Follow the money Overview

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 Now that we’ve covered the basic criteria for global grants, let’s spend a few minutes looking at each of the areas of focus. Millions of people around the world are deprived of basic necessities such as water, medical care and education. For years, Rotary clubs worldwide have partnered together to implement projects in their communities to address these basic needs. The six areas of focus, adopted by The Rotary Foundation and Rotary International are based on Rotarian interest and world needs. What can your club do to get involved and have an impact on the areas of focus? Let’s take a look at each area and ways your club can get involved…

Future Vision Plan Update, Nov 2008 Raising Funds The way to raise funds has not changed How much comes back to the District as DDF has not changed DDF allocation history 2004-05 2005-06 2006-07 2007-08 2008-09 2009-10 2010-11 DDF $229,000 $130,000 $210,000 $200,000 $282,000 $302,000 $255,000 Carry Over $89,000 $92,000 $34,000 $68,000 $71,000 $144,000 Total $318,000 $222,000 $244,000 $268,000 $353,000 $446,000 $399,000 (numbers may not be 100% accurate) Overview

Spending Funds Old System New System DSG (max 20%) Matching Grants 3H Grants GSE Ambassadorial Scholars GUTS PolioPlus Peace Scholars District Grants (max 50%) Global Grants PolioPlus Peace Scholars Overview

Future Vision Plan Update, Nov 2008 Spending Funds District Grants The money is sent to the District The District decides how to spend it Local application process and reporting Global Grants The money stays at TRF The District approves the use of the DDF 2 application processes (and reporting) At the District level to approve the DDF allocation At TRF to approve the Global Grant Overview

District Spending of DDF Future Vision Plan Update, Nov 2008 District Spending of DDF District Grants 2 Outbound Scholars $4,000 per club, allocated on merit (1:1 match) International projects Areas of focus Past Annual Giving Global Grants 5 District-sponsored project ($25,000 DDF) 2 Peace Scholarships at USD (Ecuador, Uganda) $12,000 per club per project (2:1 match) Overview

Future Vision Plan Update, Nov 2008 Scholarships District Grants No matching by TRF No restrictions on the field of study No restrictions on the location 2 Outbound Scholars Global Grants TRF match Field of study must be within the 6 areas of focus Possibly bundled with a humanitarian project 2 Peace Scholarships to USD Overview

Vocational Training Teams (GSE) Future Vision Plan Update, Nov 2008 Vocational Training Teams (GSE) District Grants No matching by TRF Old “Group Study Exchange” Concept Global Grants TRF match Need to provide training instead of cultural exchange Field of training must be within the 6 areas of focus Possibly bundled with a humanitarian project Adopt-A-Village VTT to Uganda Medical VTT to South Africa Overview

Quick Comparison District Grants Global Grants Application process with the District Can be local No partner required Can be in a non-pilot district Max $4,000 DDF No TRF match No Paul Harris credit No qualification required Smaller projects Application process with The Rotary Foundation Must be international Partner is required Must be with a pilot district Max $12,000 DDF TRF match Paul Harris credit Clubs must qualify Bigger projects Overview

District Organization District Rotary Foundation Chair (DRFC) Pam Russell District Grants Subcommittee Chair (DGSC) Philippe Lamoise District Global Grants Chair John Fistere District District Grants Chair Marge Cole District Fundraising Chair Steve Brown District PolioPlus Chair Richard Coutts Foundation Mentors Overview