The Rotary Foundation
Future Vision
The Rotary Foundation
Future Vision
• Not as cataclysmic as portrayed
• Keep simple – mission unchanged
• More local control and also responsibility
Historical
Total Giving $400,000
DSG
District DDF
World Fund
$40,000
$160,000
$200,000
Club Projects
Amb Scholar
Matching Grants
Matching Grants
GSE
Future Vision
Total Giving $400,000
District Grant
Global Fund DDF
World Fund
$100,000
$100,000
$200,000
Projects < $30,000
Projects > $30,000
Projects > $30,000
Local Scholars
VTT
VTT
GSE
Scholars
Scholars
Foundation Donation Flow
$
$400,000 in 2010
2011
2012
$200,000
50% to District Designated Fund
$100,000
Up to ½ to
District Grants
$100,000
At least ½ to
Global Grants
2013
$
$200,000
50% to World Fund
Matches 1:1 DDF $
and 50% of cash $
New Grant Model
District Grants
Global Grants
Areas of Focus
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Water and Sanitation
Disease Prevention and Treatment
Maternal and Child Health
Basic Education and Literacy
Economic and Community Development
Peace and Conflict Prevention/Resolution
District Grants
• Single annual “block” grant
• Spending Plan
• Local projects no minimum
• Local or international
• Local decision making/flexibility
• Can include Scholars &/or GSE
• Not tied to Six Areas of Focus
Global Grants
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Humanitarian Work (> $30,000)
Vocational Training Team (VTT)
Scholars
Packaged Grants
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Address Six Areas of Focus
Must show local community buy in
Must show sustainability!!
Proposal/Application
Global Grants – Scholars
• Post-graduate work
• Can be for more than one year
• Global Grant application – must be
greater than $30,000
• Six Areas of Focus
• Must show how education will further
mission of TRF
• Award decision by TRF
• Logistics up to Club/District
Global Grants – Vocational Training Teams
• Have a mission, often skill or
knowledge transfer
• Can have more than one Rotarian
• Does not require 30 days
• More than one trip allowed
• Must address one or more of Six
Areas of Focus
• Must show sustainability!!
• Logistics up to Club/District
Preparation Steps - District
• Comprehend District MOU
• Establish Stewardship/Audit Committee
• Establish District Grant application process
– (forms, review and decision committee)
• Establish calendar for District Grant applications and
awards
• Become familiar with District Grant spending plan
requirements and final reporting requirements
• Establish method of storing District Grant completed
reports and receipts
Preparation Steps - District
• Understand principles of sustainability
• Understand principles of community buy in
• Determine how you want to address scholars –
understand programs
• Determine desire for GSE look alike
• Understand Vocational Training Teams
• Become familiar with Global Grant on-line
application process
Preparation Steps - District
• Comprehend Club MOU
• Develop Grant Management Seminar
• Present requirements for clubs to qualify for grants
– Signed Club Memorandum of Understanding
– Grant Management Seminar attendance
– Any other District requirements
• Present revisions to clubs, with lead time for new
calendar
• Revise District Foundation website to support clubs
Preparation Steps - Club
• Comprehend Club MOU
– Terms of qualifications
– Club leadership responsibilities
– Financial management/stewardship
– Document retention (reports and receipts)
– Signature of president and president-elect
– Submitted annually
Preparation Steps - Club
• Understand requirements for clubs to qualify
for grants
– Signed Club Memorandum of Understanding
– Grant Management Seminar attendance
– Any other District requirements
• Understand project development process to
meet grant application calendar
Preparation Steps - Club
• Understand Global vs. District Grant
– Global > $30,000
• Understand Sustainability and
Measurability
• Understand application process
Future Vision
A New Vocabulary
Revised Concepts and Ways
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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
Resources
• District website
(www.rotaryfoundation6970.org)