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District Assembly

District Assembly. Future Vision Plan Changes in Rotary Foundation Policies 16 Mar 2013. Rotary Foundation. Why is it IMPORTANT to Rotary?. Rotary International A living organism. Members – the body of Rotary - the life of Rotary

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District Assembly

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  1. District Assembly Future Vision Plan Changes in Rotary Foundation Policies 16 Mar 2013

  2. Rotary Foundation Why is it IMPORTANT to Rotary?

  3. Rotary InternationalA living organism Members – the body of Rotary - the life of Rotary Administration – Nervous System Rotary Foundation – Circulatory System What is the state of health for your club and your district?

  4. Our Rotary Foundation Is Unique • Provides the platform for Service • World reach greater than the United Nations • We can go where politicians and religious groups cannot

  5. Rotary International and Rotary Foundation Rotary International started 1905 Rotary Foundation started 1917 First 100 years - doing exceedingly well Second 100 years – better, same or worse? What is the Future for Rotary?

  6. The Rotary Foundation’sFuture Vision Plan: Purpose and Benefits Integrated Rotary effort and philosophy

  7. Future Vision Plan Strategic shift in Rotary International and Rotary Foundation – an integrated plan Addressing current and future needs of Rotarians, potential donors, and the communities and beneficiaries that we serve

  8. Reasons leading to Change • In early 2000, Foundation experienced explosion of Matching Grants • Rotarians realized value of humanitarian programs • RI staff was drowning in grant paperwork • Cost for processing smaller matching grants was US$1,500 per approved grant — average cost exceeded the size of many grants

  9. Fundamental principles of the Future Vision Plan The Foundation funds anually about US$100 million — just tip of the iceberg Thousands of local and international projects are implemented without support from Foundation: between US$500 million and US$1 billion Foundation’s limited resources should be used to fund projects with greatest impact in communities that produce long-lasting and measurable results

  10. In traditional programs, 20% of annual program budget was spent on grant activities that had long-term impact, while 80 % was spent on shorter-term activities with uncertain impact to our beneficiaries

  11. Needs for Change Need for more targeted strategy on the areas of charitable focus Need to use donor funds for greater impact in communities

  12. Rotary Foundation Long range plan for second century of service The new model designed to achieve five priorities: • Simplify programs and processes • Focus service efforts in 6 areas • Support global and local service efforts • Transfer more decisions to districts • Enhance Rotary’s public image

  13. Future Vision Plan Pilot program carried out over 3 years - 2000-01 to 2012-13 100 Rotary Districts

  14. Evaluating Future Vision Plan through Pilot program • Overall satisfaction of Rotarians - greater participation, level of giving, club and district engagement, • Better quality of projects - getting the results intended and the projects are sustainable • Shorter business cycle times - speeded up through streamlined processes • Improved operational efficiency - indicators monitored by nonprofit evaluators and agencies sending positive messages to our donors, partners, and members • Better stewardship - safeguard the Foundation’s assets.

  15. Future Vision’s focussustainable projects and greater impact Sustainability is defined as a project’s capacity to maintain long-term outcomes that continue to serve a community’s ongoing needs after grant funds have been expended “Sustainability” means benefits continue to flow after the grant money is spent

  16. Future Vision’s focusimportance of sustainable projects Offer greater value and return on Rotary’s investment of money and volunteer hours Mechanisms in place for training and exchanging information so the community can maintain results and address problems after the Rotary club’s involvement has ended Improve public Image

  17. Report Card Success of new grant model will be measured over time increased Rotarian participation increased giving to the Foundation Greater engagement of clubs more media coverage of Foundation-sponsored projects providing data on the number of people who benefit from Foundation grants and the sustainability of projects

  18. District Rotary Foundation

  19. Fundraising Subcommittee

  20. Foundation Funding No Change from Before

  21. Foundation Funding Annual Fund Contributions SHARE System Contributions Permanent Fund Spendable Earnings PolioPlus Fund

  22. SHARE System • Divides Annual Fund contributions between • District Designated Fund (DDF) • World Fund • Transforms contributions into grants, etc. • Allows clubs to determine how district contributions are spent

  23. Annual Fund Contributions At the end of Rotary year, Annual Fund contributions split: • 50% to the World Fund • 50% credited to district’s DDF

  24. Permanent Fund Earnings The Trustees determine the spendable earnings. The spendable earnings are split: • 50% to the World Fund • 50% credited to district’s DDF

  25. District Designated Fund District directed Used by Rotarians in the district Spent on TRF grants and programs World Fund Trustee directed Used by Rotarians worldwide Spent on TRF grants and programs Two Funds

  26. 2010-11 2011-12 2012-13 2013-14 Funds raised and invested Funds used SHARE Cycle Funds invested Funds invested $100,000 DDF &$100,000 World Fund $200,000 Annual Fund Permanent Fund spendable earnings NOT in 3-year investment cycle

  27. For Nonpilot Districts in 2012-13 US$100,000 District Designated Fund Up to 20% Remaining Balance $20,000 or less to District Simplified Grant Any amount to Matching Grants, PolioPlus, or Rotary Peace Centers Carry forward & transfers

  28. For Pilot Districts in 2012-13 and All Districts in 2013-14 US$100,000 District Designated Fund Up to 50% Remaining Balance Any amount to global grants, PolioPlus, or Rotary Peace Centers $50,000 or less to the district grant Carry forward & transfers

  29. For Pilot Districts in 2012-13 and All Districts in 2013-14 50% of contributions 3 years prior Rollover and Transfers DDF Up to 50% Global Grants PolioPlus Donations District Grants Unused DDF rolls over to next year Transfer to another district Rotary Peace Centers Donations

  30. Grants subcommittee

  31. New Foundation Grants

  32. District Grants • Single “block” grant awarded annually for club and district projects • Local or international activities • Local decision making with broader guidelines • Smaller activities and projects

  33. Who is involved in planning? • District governor • District governor-elect • District Rotary Foundation committee chair • District Rotary Foundation subcommittee chairs

  34. Examples • US$750 to support after-school program for at-risk youth • $9,000 to bring medical professionals from Argentina to U.S. for training

  35. Examples • $4,500 to send a team of professionals on a cultural exchange • $2,000 to provide short-term scholarships to children to further their studies

  36. Scholarships • Scholarships can be funded by • Global grants • District grants

  37. District Grant Scholarships • More flexible • Secondary, university, graduate studies or certificate programs • Local or international • Length • Area of study • Cost • Managed by district

  38. Global Grant Scholarships • Graduate-level • Study period 1-4 years • Alignment with the areas of focus • Sustainable and measurable • Host and international sponsors • $30,000 minimum budget

  39. Global Grants • Area of focus • Community need • Community participation • Strengthen knowledge, skills, resources • Long-term benefit • Measurable results • US$30,000 minimum budget

  40. 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

  41. Example Vocational training team travels from U.S. to Uganda to provide pediatric heart surgeries and train local health professionals.

  42. Example Villages in Guatemala receive clean water, latrines, and vegetable gardens. Vocational training team from Japan educates villagers about disease transmission, improved waste disposal, sustainable gardening, and nutrition.

  43. Peace and conflict prevention/resolution District Rotary Foundation Seminar

  44. Diseasepreventionand treatment

  45. Water and sanitation District Rotary Foundation Seminar

  46. Maternal and child health District Rotary Foundation Seminar

  47. Basic education and literacy District Rotary Foundation Seminar

  48. Economic and community development District Rotary Foundation Seminar

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