1 Overview Future Vision Preparing for a New Way of Doing Good in the World

SOME ABBREVIATIONS TRF The Rotary Foundation GMS Grant Management Seminar MOU Memorandum of Understanding VTT Vocational Training Team FVP Future Vision Pilot DDF District Designated Funds 2

ROTARY FOUNDATION MISSION To enable Rotarians to advance world understanding, goodwill and peace through the improvement of health, the support of education, and the elimination of poverty. 3

Future Vision Future Vision begins in all Districts on July 1,

Future Vision WHY CHANGE? 5

Growth of the Foundation ,000 Matching Grants approved By 2004 Another 10,000 Matching Grants By 2008 Another 10,000 Matching Grants 6

Future Vision WHY? ● Sound Stewardship ● Decentralized process ● Flexibility at local level ● Enhanced capacity to serve ● Sustainability, Significance, Simplification 7

TRF Priorities 8 Enhance Rotary’s public image Simplify TRF programs & processes Focus service efforts Support global & local service Transfer more decisions to districts New Rotary Foundation Grants

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Future Vision NEW CONCEPTS AND NEW WAYS A New Vocabulary SIX AREAS OF FOCUS GLOBAL GRANTS DISTRICT GRANTS DDF allocation to Global and District NEEDS ASSESSMENT SUSTAINABLE MEASUREABLE VTTs (and GSEs) SCHOLARSHIPS AS GRANTS MEMBER ACCESS AS GATEWAY 10

Future Vision Where will the money come from? ● Gifts to TRF ● World Fund earnings How does it get to districts and clubs? ● Designated Funds – DDF ● World Fund matches 11

Earnings used for administrative costs % to World Fund Matching Grants Packaged Grants Peace Fellows Polio+ 50% to District Designated Fund (DDF) Up to ½ to District Grants At least ½ to Global Grants $ $200,000 $50,000 $100,000 Future Vision Grant Distribution Example ANNUAL PROGRAMS GIVING -- SHARE

Future Vision Three kinds of grants GLOBAL GRANTS $ DISTRICT GRANTS $ PACKAGED GRANTS $ 13

Future Vision GLOBAL GRANTS ♦ Scholars ♦ Vocational Training (VTT) ♦ Humanitarian Work 14

Future Vision GLOBAL GRANTS ● TOTAL AT LEAST $30,000 INCLUDING TRF MATCH (min. of 15,000) 1 to 1 match of DDF.5 to 1 match of club funds ● HOST AND INTERNATIONAL PARTNERS ● Two-Step Process: PROPOSAL and APPLICATION ● GMS and MOU required ● SIX AREAS OF FOCUS 15

Future Vision GLOBAL GRANTS HUMANITARIAN GRANTS – DISTRICT 1:1 CLUB(s) PROJECT – AT LEAST $35,000 Club(s)$10,000 DDF 10,000 TRF club match 5,000 TRF DDF match 10,000 PROJECT TOTAL$35,000 16

Future Vision SIX 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 17

Future Vision DISTRICT GRANTS SERVICE PROJECTS SCHOLARSHIPS VOCATIONAL TRAINING TEAM “GSE” (funded from District Grant) Project Planning (Submitting potential projects and necessary funding prior to receiving DDF) MUST MEET MISSION OF THE FOUNDATION (Areas of Focus not necessary) 18

District Grants Local and International Up to one-half DDF Match from DDF, as set by district All submitted as proposals for District DDF Spending Plan Proposal Deadline set by district GMS and MOU can be required by the district 19

Future Vision Packaged Grants Work with RI’s Strategic Partners Supports one of the 6 areas of focus Funded entirely by the World Fund 20

Future Vision WHAT WON’T CHANGE ♦ Serving Above Self ♦ PolioPlus, Until Disease Eradicated ♦ Peace Fellowships ♦ Need for giving to support TRF ♦ Giving recognition 21

Future Vision Implementation 22

Future Vision District Memorandum Of Understanding (MOU) More stewardship responsibility at District level Club MOU – stewardship at club level Grant Management Seminar (GMS) by district 23

Future Vision ANNUAL CLUB QUALIFICATION Grant Management Seminar (GMS) 1 person per club must attend. TRF’s Club Memorandum of Understanding (MOU) 24

Future Vision CLUB MOU – TRF (and District) ♦ Terms of Qualification ♦ Club Leadership Responsibilities ♦ Financial Management/Stewardship ♦ Document Retention ♦ Reports ♦ GMS and MOU req’d for Global Grants ♦ District may require MOU and GMS for District Grants ♦ Signatures in year before by current PE and President ♦ ANNUAL SUBMISSION 25

26 Future Vision NOW is the time to start getting ready for July 2013

27 Getting ready for July 2013 – CLUBS ➊ Identify FV leaders ➋ Attend training ➌ Reports up to date ➍ Become Familiar with the Areas of Focus ➎ Plan grants now

28 Getting ready for July 2013 – CLUBS ➏ Develop partnerships ➐ Tell the story of what TRF does ➑ Strive for / achieve, at minimum, EREY More in = more will be able to do

29 Getting ready for July 2013 Required training event: Grant Management Seminar Feb 5 th Citizens Bank I-43 & Moreland Rd Feb 9 th Robbins Restaurant Hwy 41 Oshkosh

FUTURE VISION RESOURCES Clubs: Districts: General: 30

FUTURE VISION More resources March 2011 Rotarian Magazine (Reprint – SKU: 093) Current FVP Districts Upcoming training by TRF/Zone Future Vision Pilot News Future Vision e-learning modules “Transition to Future Vision” 31

32 Getting ready for July 2013 Your questions