1. Future Vision: Introduction to the New Rotary Grants Program
District Grants Training
Session 1: August 2012

2. New model of rotary grant-making based on transformative charity
Future Vision Starts July 1, 2013
What is Future Vision?
New model of rotary grant-making based on transformative charity
Future Vision Grants Training D-6940

3. Why Future Vision? For Rotary Foundation Centennial
Support TRF as evolving organization
Recognize growth in Rotary grant activity
Increase relevance in philanthropic world
Incorporate Rotarian feedback - Pilot
Sustainability, Significance, Simplification
Future Vision Grants Training D-6940

4. Doing Good in the World TRF Mission and Motto
… to enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty.
Future Vision Grants Training D-6940

5. Rotary Areas of Focus Goodwill and Peace Education Health
1. Peace and Conflict Resolution
Health
2. Disease Prevention and Treatment
3. Water and Sanitation
4. Maternal & Child Health
Education
Basic Education and Literacy
Alleviation of Poverty
6. Economic and Community Development
Future Vision Grants Training D-6940

6. District Grants Global Grants Packaged Grants
New TRF Grants
District Grants
Global Grants
Packaged Grants
Future Vision Grants Training D-6940

7. Grant Project Types in Future Vision
District Grants
Local & Regional service projects
Ambassadorial Scholarships
Group Study Exchange (GSE)
Address identified needs
Disaster Recovery
Incorporate volunteer service
Fund travel and training
Global Grants
International service projects
Global Grant Scholarships
Vocational Training Teams (VTT)
Linked to Areas of Focus
Disaster Recovery
Volunteer service in Packaged Grants
Fund travel, training, infrastructure
Future Vision Grants Training D-6940

8. Future 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)
Future Vision Grants Training D-6940

9. District
Grants

10. District Grants Replace old DSG – District Simplified Grants
Club-sponsored projects with modest budgets
Rotary partners not required
No World Fund match – DDF and club cash
Can be multi-year project, local or international
Consistent with Rotary mission & guidelines
Payment released before project activity begins
Could lead to Global grant project in future
Future Vision Grants Training D-6940

11. District Grant Projects
EXAMPLES: District Grant Projects
Supplies, learning software & refreshments for after-school tutoring program.
Send Shelter Boxes to Florida disaster site.
Food supplies for backpack nutrition project at rural school serving low-income children.
Build new playground for daycare center serving children with special needs.
Cultural or vocational exchange between Rotarians in two districts, similar to GSE.
Future Vision Grants Training D-6940

12. Global
Grants

13. Global Grants Global Grants replace Matching Grants
Club-sponsored international service projects
Led by Rotary partners from 2 countries
Must relate to Rotary Area of Focus
Require active Rotarian participation
Larger budgets & grant amounts
Measurable impact and Sustainable outcomes
Minimum budget for project is $30,000
Future Vision Grants Training D-6940

14. Global Grant Projects EXAMPLES: Global Grant Projects
Water & Sanitation: Enable residents in rural area to build latrines with hand-washing sinks and get hygiene education.
Global Scholar: Help Florida scholar earn water engineering degree, so he/she can work on sanitation project.
Disease Prevention: Purchase malaria treatment supplies (nets, drugs) for health clinic in Kenya and provide manuals for malaria prevention education.
Education & Literacy: Send training team from FSU College of Education to Guatemala to demonstrate new teaching methods for working adults with no formal education. .
Future Vision Grants Training D-6940

15. Who’s Who in a Global Grant
Host Partner: club or district in project site country
International Partner: club or district outside country
Sponsors: clubs or districts that contribute money toward a project, but are not directly involved in implementation and oversight.
Both Partners have a Project Committee
Both Partners make funding contributions
Both Partners are responsible for reporting
Future Vision Grants Training D-6940

16. Matching vs. Global Grant Comparison
Matching Grant
Global Grant
Incubators for hospital
Staff training on equipment
Community-based classes for new mothers
Access to pre-natal care
Measure of results and evaluate sustainability
Incubators for neo-natal unit at children’s hospital
Future Vision Grants Training D-6940

17. Matching vs. Global Grant Comparison
Matching Grant
Global Grant
Provide workbooks and equipment for school
Identify & train teachers for the new program
Develop job placement and apprenticeship programs
Measure results and evaluate sustainability
Purchase workbooks and equipment for high school vocational training program in metal fabrication and repair
Future Vision Grants Training D-6940

18. Global Grant Funding Project must be sponsored by Qualified clubs
Global Grants are funded with DDF and cash contributions from Rotary Partners & Sponsors
Minimum Global Grant budget is $30,000 – with half coming from Partners and Sponsors and half from World Fund.
All funding sources must be identified in the application and payments in hand before work can start.
Future Vision Grants Training D-6940

19. Special Components of Global Grants
Global Grant project may include:
Rotary Scholarship
Vocational Training Team (VTT)
We’ll learn about these programs in later Training sessions. TRF would like to see more integration of grant projects with Rotary scholars and teaching job and technical skills to beneficiaries.
Future Vision Grants Training D-6940

20. Packaged
Grants

21. Packaged Grants Brand new program -- starts July 2013.
Collaboration between Rotary and other humanitarian charities.
Project Plan, Budget, Funding established (packaged) by TRF.
Opportunity to contribute Technical Training, Volunteer Activity, Special Skills.
TRF has approved small number of PG Partners; more in the pipeline.
Future Vision Grants Training D-6940

22. Grants Management Process

23. Qualification

24. Qualification comes first!
Clubs and Districts must be QUALIFIED to get Rotary Grants under Future Vision.
Qualification ensures proper oversight of projects and financial controls.
Qualification process builds club leadership and involvement in grants.
In D-6940, every club must be Qualified to apply for Future Vision grants.
Future Vision Grants Training D-6940

25. Club Qualification Requirements
Club President appoints Grants chair/committee.
Grants chair or club leader completes 4 hours of approved Grants Training.
Club fulfills TRF requirements for grants training, bank account, management plan, records retention, etc.
Club president submits signed Memorandum of Understanding (MOU) to District.
No overdue reports on prior projects.
Future Vision Grants Training D-6940

26. Qualification MOU Memorandum of Understanding - MOU
Document confirms club willingness and readiness to manage its grants activity
MOU signed by president and president-elect each year
Ensures accountability and access to records
Club Qualification period: Dec June 2013
Handout: Review Club MOU checklist
Future Vision Grants Training D-6940

27. Managing Grants
Future Vision Grants Training D-6940

28. Manage Your Grant
Grants Management is the process of applying established business management practices and principles to a grant project.
Ensures proper financial control, oversight and transparency
Supports fulfillment of project objectives and measurement of results
Provides good stewardship of investor (donor) contributions
Future Vision Grants Training D-6940

29. Stewardship is accountability for the use of donated funds.
Provide Stewardship
Stewardship is accountability for the use of donated funds.
Rotarian supervision of the project
Follow established business practices
Report irregularities & address problems
Get approval for revision/change in plan
Review all financial transactions
Submit timely and complete reports
Future Vision Grants Training D-6940

30. Creating Your Grant Proposal
Create “dummy” project Proposal.
Future Vision Grants Training D-6940

31. Project Plan and Proposal

32. Plan Your Grant Project
Form three-person grant committee
Assign roles and tasks
Set S.M.A.R.T goals
Specific, Measurable, Attainable, Relevant, Timely
Create project budget and timeline
Prepare detailed implementation plan, with contingency options
Work on funding and sponsor recruitment
Future Vision Grants Training D-6940

33. Needs Assessment Global Grants require formal Needs Assessment.
Assess problem, solutions, local resources, and what is needed from the Rotary partners.
Usually done by the Host Partner, working with beneficiary community.
Utilize available resources and research data to make the case for your project.
Beneficiary community must show support for the project and capability to maintain it.
Future Vision Grants Training D-6940

34. Principles of Sustainability
Sustainability is required for Global Grants and recommended for District Grants
Continued impact after grant funds are expended
Utilize local economic, cultural, social resource
Involve beneficiaries; help them own the project
Seek input from local, grassroots groups
Teach technical and leadership skills
Future Vision Grants Training D-6940

35. Global Grant Financing
All Rotary contributions matched by TRF.
Cash contributions matched 50 cents for each dollar.
District Designated Funds (DDF) matched dollar for dollar – most valuable!
Cash contributions come from Rotary clubs or Rotarians. Individual donors get PHF credit.
Contributions from non-Rotary collaborators are not matched – unless they flow through Rotary.
Future Vision Grants Training D-6940

36. Rotary Grant No-Nos
Beneficiaries (non-Rotarians) cannot agree to raise funds in exchange for receiving grant.
Rotary grant funds cannot be turned over to another organization.
Rotarians cannot purchase land or buildings, or do major new construction on existing site.
Rotary projects cannot have faith-based or religious goals or activity.
Cannot comingle funds from other grants, Rotary or non-Rotary.
Future Vision Grants Training D-6940

37. Application
Process

38. Global Grant Application Process
Clubs submit preliminary proposal to Grants Chair for eligibility review.
Clubs submit full proposal to District Grants Committee.
Grants Committee reviews all club proposals, confirms Qualification, and makes recommendations.
SHARE Committee approves grant projects and authorizes funding.
With District approval, clubs complete TRF online form.
Approved projects begin in July or when all funding is in place.
Feb-March
March-April
April
April-May
May-June
July
Future Vision Grants Training D-6940

39. District Grant Application Process
Clubs submit preliminary proposal to Grants Chair for eligibility review.
Clubs submit full proposal to District Grants Committee.
Grants Committee reviews all club proposals, confirms Qualification, and makes recommendations.
SHARE Committee approves grant projects and authorizes funding.
DGE announces approved Grants Plan for the next Rotary year.
Approved projects begin in July or when all funding is in place.
Feb-March
March-April
April
April-May
May-June
July
Future Vision Grants Training D-6940

40. Project Implementation
Future Vision Grants Training D-6940

41. Implementation Process
Communicate with your Partner
Practice good financial management
Document what is done, good and bad
Follow the plan or request revision
Measure impact and results
Encourage sustainability with training and education of beneficiaries
Future Vision Grants Training D-6940

42. Grant Reports - Content
State how Rotary partners were involved
Describe what was done
Explain beneficiary training & education
Evaluate impact and measure goal achievement.
Show relevance to Rotary Area of Focus
Document expenditures & fiscal oversight
Obtain feedback from beneficiaries
Future Vision Grants Training D-6940

43. Grant Reports - Frequency
District Grants: Progress Report every 6 months, with Final Report on project completion.
Global Grants: Progress Report 12 months from first payment, and every 12 months through project life cycle. Final Report, with financial records and evaluation, due within 2 months of completion.
Note: Clubs with overdue reports will not be eligible to apply for new grants.
Future Vision Grants Training D-6940

44. Evaluation
 Every Global Grant application must include Measurement & Evaluation Plan.  District Grants should include a plan for Monitoring and Evaluation, with less detail.
What are the goals & objectives?
What will be evaluated and when?
What measurement methods will be used?
How will corrections be made if evaluation shows problems?
Future Vision Grants Training D-6940

45. SUMMARY What Did We Learn Today?

46. Rotary Grants in Future Vision
District Grants – similar to DSG
Global Grants – replace Matching Grants
Packaged Grants – new concept
District decisions and control
More club responsibility & accountability
More options for local and worldwide service
Results-based philanthropy by Rotarians
Future Vision Grants Training D-6940

47. Dual grants system for this year
Future Vision starts July 1, 2013
Until then, we work on the “old” Rotary Grants program with DSGs and Matching Grants.
Future Vision Grants Training D-6940

48. What’s Different about Future Vision Grants?
Streamlined grant-making process to address Rotarian-identified needs in world communities.
New process and timeline, with district handling project approval & funds distribution.
Clubs must Qualify and develop project proposals and grant applications.
Allocation of DDF via revenue-sharing is replaced with district-wide spending plan.
Requires strategic (future) planning of projects.
Future Vision Grants Training D-6940

49. It’s Still about Rotary Service …
Doing good in the world ...
Future Vision Grants Training D-6940

50. A Complete Grant Proposal …
Identifies Project Committee for both Partners
Defines project activity, budget and timeline
Documents need and local support
Confirms funding and sources
Assigns tasks with Rotarian involvement
Sets specific goals and objectives
Includes monitoring and evaluation plan
Is presented by Qualified Club to District Grants Committee for review and approval.
Future Vision Grants Training D-6940

51. More Learning Opportunities
What if I Can’t Remember What I Learned Today, or Need More Information about Future Vision Grants?
You will find Future Vision worksheets, forms and training modules on the D-6940 database (DaCbd) website. Log in and look for the “Files” tab.
Future Vision Grants Training D-6940

52. Future Vision Grants Training D-6940

53. Training Session #1 is Done!
Future Vision Grants Training D-6940