Slide 1

Enhanced public image

Increased contributions

Greater global reach

Increased membership

and donor base

Better projects

Greater impact

Stronger clubs

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Slide 3

4

Fo

cus

ed

Su

stain

able

Me

as

urab

le

Imp

act~US$100M TRF Funding Projects

Annually

US$0.5B-US$1B Rotary ProjectsNon-TRF funded

Annually

Slide 4

80% Shorter Term, Lower Impact

20% Longer Term, Higher Impact 80% Longer Term,

Higher Impact

20% Shorter Term, Lower Impact

Slide 5

Slide 6

• Polio eradicated • A premier foundation—top 50 in the world• Focused and recognized as an authority on priority

world needs • Significant strategic partnerships• Increased and diversified giving (APF > $150M and

PF ~ $750M)• Simplified grant and business model

Easier access to our FoundationLarger grants, fewer transactionsEfficient and effective administration structure

Slide 7

Enhance Rotary’s public image

Enhance Rotary’s public image

Simplify TRF

programs & processes

Simplify TRF

programs & processes

Focus service efforts

Focus service efforts

Support global &

local service

Support global &

local service

Transfer more

decisions to districts

Transfer more

decisions to districts

Future Vision Plan

Stewardship /

Compliance Perspective

Stewardship /

Compliance Perspective

Rotarian Perspective

Rotarian Perspective

Quality & Fit

Perspective

Quality & Fit

Perspective

Cycle Time Perspective Cycle Time Perspective

Operational Efficiency

Operational Efficiency

Vision and Success

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Slide 9

“To do the most good requires saying “no” to pressures to stray, and the discipline to

stop doing what does not fit.”Jim Collins – Good to Great

Ambassadorial

Scholarships: Multi-year

Current Model Future Model

Ambassadorial

Scholarships: Cultural

Ambassadorial

Scholarships: Academic

year

Ambassadorial

Scholarships: Low-income

Rotary Grants for University

Teachers

Group Study Exchange

Educational Programs

Humanitarian Grants

Matching Grants

District Simplified

Grants

Health, Hunger, and

Humanity Grants

Volunteer Service

Grants

District Grants

Global Grants

Packaged Grants

Rotary Centers and PolioPlus

Regional Scholar

Seminars

Disaster Recovery

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50% of Perm. Fund Share

earnings

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50% of new DDF from

three years previous

Total available funds for

District Grant

Districts communicate

with clubs and collect

project ideas(planning

phase)

Districts receive block

grant, distribute to

clubs and report to TRF

(implement / report phase)

District submitsproposed

spending planfor selected

projects(apply phase)

Activities align with TRF mission

(review phase)

• Exchange of mixed professional vocational training teams with another district

• International travel for local doctor to volunteer at a clinic

• Scholarship for student to attend local or international university

• Art supplies to assist youth after-school program

TRF Funding(Match 50% for cash

100% for DDF)

Slide 13

Club & District

Funding (cash + DDF +

partners)

Total project funding for

Global Grant

Grant review, decision, payment

(decision/payment phase)

Complete application readiness check and

apply(apply phase)

Implement and report on

grant (implementation /

report phase)

Conduct Community AssessmentDetermine

activity and area of focus

(planning/design)

Min. US$15,000

Peace and Conflict Prevention / Resolution

Disease Prevention and Treatment

Water and Sanitation

Maternal and Child Health

Basic Education and Literacy

Economic and Community Development

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• Safe drinking water, sanitation, and hygiene education project

• Scholarship for student to study water engineering

• Malaria project to distribute bed nets and malaria treatments

• Vocational training team to participate in workshop and learn teaching methods to address illiteracy

TRF Funding(100% World Fund)

Slide 16

Total project funding for Packaged

Grant

Grant review, decision, payment

(decision/payment phase)

Determine eligibility and apply(apply phase)

Implement and report on

grant (implementation /

report phase)

Min. US$20,000

TRF establishes

strategic partnership

and packaged grant

opportunity

Strategic Partner In-

Kind or Real Contribution

Areas of Focus and

Sustainability

Areas of Focus and

Sustainability

Vocational Training Teams &

Scholarships

Vocational Training Teams &

Scholarships

FundraisingFundraising

Transition to the Future

Vision Plan

Transition to the Future

Vision Plan

Enter to Learn

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