Introduction to Future Vision

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Introduction toFuture Vision
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Future Vision Why?

• Preparing for The Rotary Foundation Centennial

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Future Vision Why?

• Preparing for The Rotary Foundation Centennial
• Immense growth
• Relevance in philanthropic world
• Evolving organization
• Rotarian feedback
• Sustainability, significance, simplification

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2017 Vision A Premier Foundation

• Increased and diversified giving
• Fewer transactions less staff
• Authority on critical issues (e.g., water)
• Significant NGO partnerships
• APF grows to about US150 million
• Permanent Fund grows to US700-800 million

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TRF Mission and Motto

• 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.
• COL Endorsed April 2007

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Areas of Focus

• 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.
• COL Endorsed April 2007

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Areas of Focus

• Goodwill and Peace
• 1. Peace Conflict Resolution/Prevention
• Health
• 2. Disease Prevention Treatment
• 3. Water Sanitation
• 4. Maternal Child Health

• Education
• 5. Basic Education Literacy
• Alleviation of Poverty
• 6. Economic Community Development

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TRF Mission and Motto

• 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.
• COL Endorsed April 2007

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Toxic Charity

• Destroys personal initiative
• Diminishes dignity
• Creates or increases dependency
• Dismantles family structures
• Erodes work ethic

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Oath for Compassionate Service

• Never do for the poor what they have (or could
  have) the capacity to do for themselves
• Limit one-way giving to emergency situations
• Strive to empower the poor
• Subordinate self-interests to the needs of those
  being served

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Oath for Compassionate Service

• Talk less, listen more
• (to both verbal and non-verbal messages)
• Above all, do no harm
• Toxic Charity by Robert D. Lupton
• Published October 2011

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What is Future Vision?

• A new grant-making model
• For transformative charity

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Grant Types
District Grants Global Grants Packaged
Grants (3rd grants category as of 1 July 2013)
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Current Funding Model
ANNUAL PROGRAMS FUND
50
50
SHARE
District Controlled
Trustees Controlled
District Designated Fund
World Fund
Other (Cash, DAF, Permanent Fund)
20 (max)
80 (min)
District Grants
Global Grants(World Fund match to DDF and cash)
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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)
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Rotary Foundation District Grants

• Simple, flexible, innovative
• Educational and humanitarian projects and
  activities consistent with mission
• Smaller activities and projects
• Local decision making with broader guidelines
• Model similar to District Simplified Grants

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Rotary Foundation Global Grants

• Long-term projects
• Areas of focus
• Rotarian participation
• Larger grant awards
• Sustainable outcomes
• International partnerships required for club-
  and district-developed grants

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Qualification

• Clubs and districts must be qualified to receive
  Rotary Foundation funds
• Ensures proper legal, financial, and stewardship
  controls of grants
• Qualification process is simple
• Goal for every club in the district to become
  qualified

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Qualification Requirements

• Attendance at grant management seminars (fall and
  spring)
• Agreement with club MOU
• Submission of signed club MOU
• No overdue reports from previous projects

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Areas of Focus

• Peace Conflict Prevention/Resolution
• Disease Prevention Treatment
• Water Sanitation
• Maternal Child Health
• Basic Education Literacy
• Economic Community Development

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Program Structure

• Global Grants
• (Within Areas of Focus)
• Global Grants (for larger international projects)
• Global Grant Scholarships
• Vocational Training Teams

• District Grants
• (Outside Areas of Focus)
• Grants for University Teachers
• Ambassadorial Scholarships (cultural, multi-year,
  academic year)
• Group Study Exchange
• Regional Scholar Seminar Grants
• District Simplified Grants
• Smaller International Grants
• Disaster Recovery
• Volunteer Service Grants

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Examples of Activity

• District Grants Mission-related

• Exchange of mixed profession vocational training
  teams with another district (traditional GSE)
• International travel for local doctor to
  volunteer at a clinic
• Scholarship for student to attend local or
  international university (traditional scholar)
• Donating art supplies to assist youth
  after-school program
• Send ShelterBox containers in response to natural
  disaster in another district

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Examples of Activity
Global Grants Areas of Focus-related

• International safe drinking water, sanitation,
  and hygiene education project
• Send scholar abroad to enroll in water
  engineering degree program
• International malaria project to distribute bed
  nets and malaria treatments and provide malaria
  prevention educ.
• Send vocational training team abroad to
  participate in workshop and learn teaching
  methods to address adult illiteracy

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Program Comparison

• Matching Grant

• Global Grant

• Incubators for neonatal unit at hospital

• Incubators for hospital
• Staff training on new equip.
• Community-based health education classes
• Improved access to pre-natal care
• Measurement of results

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Program Comparison

• Matching Grant

• Global Grant

• Supplies/equipment for vocational training of
  older teenagers (metal fabrication, computers,
  books)

• Supplies equipment for vocational training
• Identifying teachers to train students for metal
  fabrication, computer skills, and
  entrepreneurship
• Workplace readiness training/apprenticeships
• Measurement of results

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Funding Attributes

• Global Grants
• Initiated by qualified club and/or district
• DDF, World Fund, cash flow through, PF earnings,
  named gifts
• Larger awards (min. from TRF US15,000) and
  project costs (min. project budget US30,000
• World Fund match of DDF, cash, and DAF
• Streamlined stewardship and accountability

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Top 5 Things to Know About Future Vision

• Streamlines the grant-making process
• Supports Rotarian-identified needs in communities
• Involves both clubs and districts
• Provides balance of local and international
  projects
• Uses an online application process

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Future Vision 5-Way Test

• Hand-outs replaced by hand-ups
• Cost-effective
• Significant Rotarian involvement
• Evidence of sustainable outcomes
• Consistent with TRF mission and Areas of Focus

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District Organization
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D-6900 Organization Chart
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District MOU

• District Qualification
• District Officer Responsibilities
• Club Qualification
• Financial Mgmt. Plan
• Annual Financial Assessment

• Bank Acct. Requirements
• Report on Use of Grant Funds
• Document Retention Transfer
• Reporting Resolving Misuse of Funds