Future Vision: Overview

1. Future Vision: Overview The Rotary Foundation (TRF) Rotary International ROTARY CLUB OF SAN BERNARDINO

2. Rotary Foundation Motto & Mission 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 Endorsed by 2007 Council on Legislation ROTARY CLUB OF SAN BERNARDINO

3. Success of The Rotary Foundation Over the past three decades, The Rotary Foundation has seen the variety, use, and demand for its programs increase. • 10,000 matching grants were issued in the 35 years between 1965 and 2000. • The second 10,000 were issued in just 4 years between 2000 to 2004. Staff was drowning in paperwork – something had to be done. ROTARY CLUB OF SAN BERNARDINO

4. Rotary’s Future Vision Plan ROTARY CLUB OF SAN BERNARDINO

5. Rotary’s Future Vision Plan The Future Vision Plan is a major strategic shift – both for Rotary International and for The Rotary Foundation. • It establishes strategic priorities for large-scale projects. • It returns decision making to the local districts for smaller-scale projects. ROTARY CLUB OF SAN BERNARDINO

6. Future Vision Retains the Existing Ways to Give Same Foundation funds ROTARY CLUB OF SAN BERNARDINO

7. TRF FUNDS • The Annual Programs Fund [SHARE] – shared with clubs and districts • The Permanent Fund –an endowment fund. • Designated Funds [like PolioPlus] – usedonly as directed. ROTARY CLUB OF SAN BERNARDINO

8. Future Vision Retains the Existing Share System Same SHARE SYSTEM ROTARY CLUB OF SAN BERNARDINO

9. SHARE System Our contributions to the Annual SHARE Fund are invested for three years. TRF returns half of it to our district three years later for District Grants. The other half goes to the World Fund for Packaged and Global Grants. Invested 3 Years ROTARY CLUB OF SAN BERNARDINO

10. SHARE System The more we gave three years ago – the more District Designated Funds (DDF) we get for next year! 2013-14 2012-13 2011-12 2010-11 Earnings pay the administrative expenses. ROTARY CLUB OF SAN BERNARDINO

11. Foundation staff was drowning in paperwork. Many projects were targeted poorly and the public was often unaware of Rotary’s good work. The New Grant Model ROTARY CLUB OF SAN BERNARDINO

12. New Grant Model Uses resources more effectively: • Under the new model, 80% of the budget will support high-impact, sustainable projects. ROTARY CLUB OF SAN BERNARDINO

13. New Grant Model Plan for a future without Polio: • The eradication of Polio will enhance the Foundation’s image and open up opportunities for new humanitarian initiatives. ROTARY CLUB OF SAN BERNARDINO

14. New Grant Model Enhance Rotary’s public image: • Greater recognition for Rotary’s work will lead to increased interest in joining Rotary and supporting our civic and humanitarian efforts. ROTARY CLUB OF SAN BERNARDINO

15. New Grant Model Streamline operations: • Automated grant applications simplify the Rotarian authorization process, allow quicker grant disbursements, and make accessing Foundation grants easier for Rotarians. ROTARY CLUB OF SAN BERNARDINO

16. Three Grant Types Grants have been reduced from 12 types to just three kinds. ROTARY CLUB OF SAN BERNARDINO

17. Three Grant Types • Block grants allow clubs and districts to address immediate needs in their communities and abroad • Highly flexible • Generally smaller in size ROTARY CLUB OF SAN BERNARDINO

18. Three Grant Types • Range from $15,000 to $200,000 • Fund large international projects, vocational training teams, and scholarships • Strengthen local knowledge, skills and resources • Have sustainable, measurable outcomes • Support one of the six areas of focus ROTARY CLUB OF SAN BERNARDINO

19. Three Grant Types • Pre-designed projects undertaken with Rotary’s strategic partners • Allow for club and district participation • Support the areas of focus ROTARY CLUB OF SAN BERNARDINO

20. Highly Leveraged Funding • Cash from the sponsoring club and district is matched 50% by TRF • DDF from the sponsoring club and district is matched 100% by TRF • Cash from the (receiving) host club and host district is matched 50% by TRF • DDF from the (receiving) host club and host district is matched 100% by TRF ROTARY CLUB OF SAN BERNARDINO

21. Highly Leveraged Funding ALL IN A SINGLE PROJECT • So, our club puts up some cash and DDF • Then our district adds cash and/or DDF • The host club adds more cash/DDF • The host district adds still more . . . • AND – TRF provides matches for all of that to fund the project. ROTARY CLUB OF SAN BERNARDINO

22. Highly Leveraged Funding PARTNERING WITH ANOTHER CLUB MULTIPLIES EVERYTHING EVEN FURTHER ROTARY CLUB OF SAN BERNARDINO

23. 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 ROTARY CLUB OF SAN BERNARDINO

24. SIMPLIFIED PROCESSING • Applications are made on-line • On-line directories of projects needing funds and clubs with available money • Accountability and management stay local ROTARY CLUB OF SAN BERNARDINO

25. Vocational Training Teams • Districts can still run GSE programs • In addition, new Vocational Training Teams expand the concept and return to the vocational roots of GSE • Many Rotarians can join a team (instead of just one) • Builds capacity through teaching or learning vocational skills • Stays can extend over longer time frames ROTARY CLUB OF SAN BERNARDINO

26. Why Contribute Our communities need your continued support. By giving to the Annual [SHARE] Fund every year: • You can help build peace in our world. • You can be the book in a child’s hands. • You can help to alleviate poverty. ROTARY CLUB OF SAN BERNARDINO

27. For More Information • Our club’s Rotary Foundation Chair is Phil Savage • Our district’s Rotary Foundation Director is Helene Kalfuss • Go to 5330rotarygrants.org for district information about FUTURE VISION • Go to www.Rotary.org • Search on “Future Vision” ROTARY CLUB OF SAN BERNARDINO