1. Future Vision Grants Preparing for a New Way of Doing Good in the World District 7820 Pennsylvania November 2012 1 FV Training -- Zones 28 and 29 Trainers March 2012

2. This presentation was developed by PDG Neil McBeth, DRFCC, District 6400 This is not an official publication of The Rotary Foundation. 2

3. TODAY Outcomes: ♦ Understand Future Vision ♦ Plan for Future Vision Training 3

4. 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 4

5. 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. 5

6. THE ROTARY FOUNDATION Doing Good in the World 6

7. Future Vision Grants Preparing for a New Way of Doing Good in the World 7 FV Training -- Zones 28 and 29 Trainers March 2012

8. Future Vision Grants A New Way = Change 8 FV Training -- Zones 28 and 29 Trainers March 2012

9. Future Vision Future Vision begins in all Districts on July 1, 2013 9

10. Future Vision Three BIG questions ➊ How will your district prepare? ➋ How will Training and Foundation leadership work together? ➌ What training will that involve, and who will do it? 10

11. Future Vision Related questions Who at the District level will be trained? When ? 11

12. Future Vision WHY CHANGE? 12

13. Growth of the Foundation 1965-2000 10,000 Matching Grants approved By 2004 Another 10,000 Matching Grants By 2008 Another 10,000 Matching Grants 13

14. Future Vision WHY? ● Sound Stewardship ● Decentralized process ● Flexibility at local level ● Enhanced capacity to serve ● Sustainability, Significance, Simplification 14

15. 15 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 Priorities

16. 16

17. Future Vision Overview 17

18. Future Vision NEW CONCEPTS AND 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 18

19. 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 19

20. Earnings used for administrative costs 2013-14 50% 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 2010-11 2011-12 $ $200,000 $50,000 $100,000 Future Vision Grant Distribution Example ANNUAL PROGRAMS GIVING -- SHARE 2012-13 20

21. Future Vision Three kinds of grants DISTRICT GRANTS $ GLOBAL GRANTS $ PACKAGED GRANTS $ 21

22. 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) 22

23. 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 23

24. District Grants ◊ How are grants processed? ◊ How well does this new way of doing grants work? 24

25. Future Vision District Grants Grant TypeRangeAverage District Simplified Grants 8-58 months >20 months District Grants 4-11 months > 7 months Cycle Time Comparison SubmissionApprovalPayment Closure 25

26. Future Vision GLOBAL GRANTS ♦ Scholars ♦ Vocational Training (VTT) ♦ Humanitarian Work ♦ Packaged Grants rotary.org – packaged grants Rotary.org: Future Vision - Packaged global grants 26

27. 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 27

28. 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 28

29. 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 29

30. Pilot’s First Year: Global Grant Activity Awards by AOF 30

31. Future Vision PACKAGED GLOBAL GRANTS Packaged Grants rotary.org – packaged grants 31

32. Future Vision WHAT WON’T CHANGE ♦ Serving Above Self ♦ PolioPlus, Until Disease Eradicated ♦ Peace Fellowships ♦ Need for giving to support TRF ♦ Giving recognition 32

33. Future Vision Implementation 33

34. 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 District TRF structure Grant processes Global Grants – Proposal and Application District Grants – Spending Plan District procedure 34

35. Future Vision District Rotary Foundation Committee (5 req’d members: DG, DRFCC, P+C, FRC, DGSC. Can add others, such as a TRF Trainer) District Grants Subcommittee District Grants Committee Financial Management Plan and Audit or Financial Review Clubs & Club Leadership 35

36. Future Vision ANNUAL CLUB QUALIFICATION Grant Management Seminar (GMS) 1 person per club must attend. (PE or representative) TRF’s Club Memorandum of Understanding (MOU) – District can have an addendum. 36

37. 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 can require MOU (and GMS) for District Grants ♦ Signatures in year before by current PE and President ♦ ANNUAL SUBMISSION 37

38. Future Vision Pilot How has it worked? ♦ Club and Rotarian interest ♦ Partnerships ♦ Number of grants ♦ Impact of grants ♦ The “genius” of GMS 38

39. FUTURE VISION RESOURCES Clubs: www.rotary.org/en/fvclub Districts: www.rotary.org/en/fvdistrict General: www.rotary.org/futurevision 39

40. 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” 40

41. FUTURE VISION More resources “Doing Good in the World” DVD 978-MU – at http://shop.rotary.orghttp://shop.rotary.org Also can access via Rotary's Podcast on iTunes, orRotary's Podcast on iTunes Doing Good: Intro: http://vimeo.com/34051471http://vimeo.com/34051471 Doing Good: Supporting Education: http://vimeo.com/33737948http://vimeo.com/33737948 Doing Good: Growing Local Economies: http://vimeo.com/33736218http://vimeo.com/33736218 Doing Good: Fighting Disease: http://vimeo.com/33735961http://vimeo.com/33735961 Doing Good: Providing Clean Water: http://vimeo.com/33735494http://vimeo.com/33735494 Dong Good: Saving Mothers and Children: http://vimeo.com/33690570http://vimeo.com/33690570 Doing Good: Promoting Peace: http://vimeo.com/33671034http://vimeo.com/33671034 41

42. Future Vision NOW is the time to start getting ready for July 2013 42

43. Getting ready for July 2013 – CLUBS ➊ Identify FV leaders ➋ Attend training ➌ Reports up to date ➍ Know the Areas of Focus ➎ Plan grants now 43

44. 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 44

45. Getting ready for July 2013 - Districts ➊ DRFCC’s term ➋ DRFC - Committee structure Plus – A transition team ➌ Reports up to date ➍ Attend a GMS in Pilot District and have a mentoring relationship w/ a Pilot District. ➎ Get Leadership onboard 45

46. Getting ready for July 2013 - Districts ➏ District Operating Budget ➐ Introduction and training for clubs and district – GMS+++ ➑ A DDF Plan ➒ “DG” Spending Plan ➓ Making and publishing “rules” 46

47. Getting ready for July 2013 The required training event: Grant Management Seminar (GMS) 47

48. Getting ready for July 2013 GMS ● Content ● Presenting ● Publicizing ● Logistics ● Record keeping 48

49. Getting ready for Future Vision Other Training Opportunities: ♦ District Seminar (M, PR, TRF) ♦ Midterm ♦ District Assembly ♦ District Team Training ♦ PETS ♦ District Conference ♦ Webinars ♦ Informal Conversations ♦ DG visits and speeches ♦ TRF Presentations (at clubs, dinners, events) 49

50. Getting ready for Future Vision Training Opportunities Who will be responsible for: ● Content? ● Presenting? ● Publicizing? ● Logistics? ● Record keeping? 50

51. Getting ready for Future Vision Training considerations ❒ Consider who needs training ❒ Consider who is being trained ❒ Clearly explain the new ❒ Minimize comparison to old ❒ Present authoritative information ❒ Avoid overload ❒ Adult learners ❒ Practical application via examples ❒ Factor-in that this involves change 51

52. Getting ready for Future Vision Look to outcomes – then establish your timeline Work with DGs and District Foundation leadership 52

53. Future Vision Three BIG questions ➊ How will your district prepare? ➋ How will Training and Foundation leadership work together? ➌ What training will that involve, and who will do it? 53

54. Getting ready for July 2013 Your questions 54

55. Future Vision The FVP IS GOING TO MAKE A SIGNIFICANT DIFFERENCE IN THE FUTURE OF THE ROTARY FOUNDATION and HOW WE SERVE OTHERS 55

56. IT’S ALL ABOUT… 56