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Overview

Future VisionPreparing for a New Way of

Doing Good in the World

SOME ABBREVIATIONSTRF

The Rotary FoundationGMS

Grant Management SeminarMOU

Memorandum of UnderstandingVTT

Vocational Training TeamFVP

Future Vision PilotDDF

District Designated Funds

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ROTARY FOUNDATION MISSIONTo enable Rotarians

to advance world understanding,goodwill and peace throughthe improvement of health,

the support of education, andthe elimination of poverty.

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Future VisionFuture Vision begins in all

Districts on July 1, 2013

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Future Vision

WHY CHANGE?

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Growth of the Foundation1965-200010,000 Matching Grants approved

By 2004Another 10,000 Matching Grants

By 2008Another 10,000 Matching Grants

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Future VisionWHY?● Sound Stewardship● Decentralized process● Flexibility at local level● Enhanced capacity to serve● Sustainability, Significance, Simplification

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Enhance Rotary’s public image

Simplify TRF

programs & processes

Focus service efforts

Support global &

local service

Transfer more

decisions to districts

New Rotary Foundation

Grants

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Future VisionNEW CONCEPTS AND NEW WAYS

A New VocabularySIX AREAS OF FOCUSGLOBAL GRANTSDISTRICT GRANTSDDF allocation to Global and DistrictNEEDS ASSESSMENTSUSTAINABLEMEASUREABLEVTTs (and GSEs)SCHOLARSHIPS AS GRANTSMEMBER ACCESS AS GATEWAY

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Future VisionWhere will the money come from?

● Gifts to TRF ● World Fund earnings

How does it get to districts and clubs? ● Designated Funds – DDF ● World Fund matches

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Earnings used for Earnings used for administrative costsadministrative costs

2013-1450% to World Fund50% to World Fund

Matching GrantsPackaged Grants

Peace FellowsPolio+

50% to District Designated 50% to District Designated Fund (DDF)Fund (DDF)

Up to ½ to District

Grants

At least½ to Global

Grants

2010-11 2011-12

$$200,000

$50,000$50,000

$100,000 $100,000

Future Vision Grant Distribution ExampleANNUAL PROGRAMS GIVING -- SHARE

2012-13

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Future VisionThree kinds of grants

GLOBAL GRANTS $DISTRICT GRANTS $

PACKAGED GRANTS $13

Future VisionGLOBAL GRANTS

♦ Scholars♦ Vocational Training (VTT)♦ Humanitarian Work

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Future VisionGLOBAL GRANTS

● TOTAL AT LEAST $30,000INCLUDING TRF MATCH (min. of 15,000)1 to 1 match of DDF.5 to 1 match of club funds

● HOST AND INTERNATIONAL PARTNERS● Two-Step Process: PROPOSAL and APPLICATION● GMS and MOU required● SIX AREAS OF FOCUS

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Future VisionGLOBAL GRANTS

HUMANITARIAN GRANTS – DISTRICT 1:1

CLUB(s) PROJECT – AT LEAST $35,000

Club(s) $10,000DDF 10,000TRF club match 5,000TRF DDF match 10,000 PROJECT TOTAL $35,000

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Future VisionSIX 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

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Future VisionDISTRICT GRANTS

SERVICE PROJECTSSCHOLARSHIPS

VOCATIONAL TRAINING TEAM“GSE” (funded from District Grant)

Project Planning(Submitting potential projects and necessary funding prior to

receiving DDF)

MUST MEET MISSION OF THE FOUNDATION(Areas of Focus not necessary)

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District GrantsLocal and InternationalUp to one-half DDFMatch from DDF, as set by districtAll submitted as proposals for District DDF

Spending PlanProposal Deadline set by districtGMS and MOU can be required by the

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Future Vision

Packaged GrantsWork with RI’s Strategic Partners

Supports one of the 6 areas of focus

Funded entirely by the World Fund

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Future VisionWHAT WON’T CHANGE

♦ Serving Above Self♦ PolioPlus, Until Disease Eradicated♦ Peace Fellowships♦ Need for giving to support TRF♦ Giving recognition

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Future Vision

Implementation

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Future VisionDistrict Memorandum Of Understanding (MOU)

More stewardship responsibility at District level

Club MOU – stewardship at club level

Grant Management Seminar (GMS) by district

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Future VisionANNUAL CLUB QUALIFICATION

Grant Management Seminar (GMS)1 person per club must attend.

TRF’s Club Memorandum of Understanding (MOU)

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Future VisionCLUB MOU – TRF (and District)

♦ Terms of Qualification♦ Club Leadership Responsibilities♦ Financial Management/Stewardship♦ Document Retention♦ Reports♦ GMS and MOU req’d for Global Grants♦ District may require MOU and GMS for District Grants ♦ Signatures in year before by current PE and President♦ ANNUAL SUBMISSION

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Future VisionNOW

is the time to start

getting ready for July 2013

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Getting ready for July 2013 – CLUBS

➊ Identify FV leaders➋ Attend training➌ Reports up to date➍ Become Familiar with the Areas of Focus➎ Plan grants now

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Getting ready for July 2013 – CLUBS

➏ Develop partnerships➐ Tell the story of what TRF does➑ Strive for / achieve, at minimum, EREY More in = more will be able to do

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Getting ready for July 2013

Required training event:Grant Management Seminar

Feb 5th Citizens Bank I-43 & Moreland Rd

Feb 9th Robbins Restaurant Hwy 41 Oshkosh

FUTURE VISION RESOURCES

Clubs: www.rotary.org/en/fvclub

Districts: www.rotary.org/en/fvdistrict

General:www.rotary.org/futurevision

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FUTURE VISION More resourcesMarch 2011 Rotarian Magazine

(Reprint – SKU: 093)Current FVP DistrictsUpcoming training by TRF/ZoneFuture Vision Pilot NewsFuture Vision e-learning modules“Transition to Future Vision”

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Getting ready for July 2013

Your questions