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D. Brent WilliamsD. Brent Williams
Zone 34 Regional Rotary Foundation CoordinatorZone 34 Regional Rotary Foundation CoordinatorGovernor 2006-2007Governor 2006-2007
Rotary International District 6970Rotary International District 6970
THEROTARY FOUNDATION
THEROTARY FOUNDATION
MARCY ULLOMMARCY ULLOM
Rotary CoordinatorRotary CoordinatorZone 34 Zone 34
Rotary International District 6990 Governor 2008-2009Rotary International District 6990 Governor 2008-2009
Rotary CoordinatorRotary CoordinatorZone 34 Zone 34
Rotary International District 6990 Governor 2008-2009Rotary International District 6990 Governor 2008-2009
THEROTARY FOUNDATION
THEROTARY FOUNDATION
Carlos GiraldoCarlos Giraldo
Rotary Public Image CoordinatorRotary Public Image CoordinatorZone 34Zone 34
Rotary International District 6980 Governor 2008-2009Rotary International District 6980 Governor 2008-2009
THEROTARY FOUNDATION
THEROTARY FOUNDATION
D. Brent WilliamsD. Brent Williams
MARCY ULLOMMARCY ULLOMCarlos GiraldoCarlos Giraldo
D. Brent WilliamsD. Brent Williams
MARCY ULLOMMARCY ULLOMCarlos GiraldoCarlos Giraldo
D. Brent WilliamsD. Brent Williams
MARCY ULLOMMARCY ULLOMCarlos GiraldoCarlos Giraldo
Keenan Keenan KernKernAssistant RRFC,
Zone 34 District 6920
TheRotary Foundation
TheRotary Foundation
Bill Bill GriffinGriffinAssistant RRFC,
Zone 34 District 6970
Assistant RRFC, Zone 34 District 6990
Lee Lee PharesPhares
Russ Russ MillerMillerAssistant RRFC,
Zone 34 District 6950
Annual Giving Officer, TRF
Debra Debra LoweLowe
Major Gifts Officer, TRF
THEROTARY
FOUNDATION
THEROTARY
FOUNDATION
Peter Peter DebergeDeberge
THEROTARY FOUNDATION
THEROTARY FOUNDATION
DRFC Chair 6900DRFC Chair 6900Zone 34 Zone 34
Rotary International District 6900 Governor Rotary International District 6900 Governor 2007-20082007-2008
DRFC Chair 6900DRFC Chair 6900Zone 34 Zone 34
Rotary International District 6900 Governor Rotary International District 6900 Governor 2007-20082007-2008
Bill WoulfinBill WoulfinTHEROTARY FOUNDATION
THEROTARY FOUNDATION
DRFC Chair 6970DRFC Chair 6970Zone 34 Zone 34
Rotary International District 6970 Governor Rotary International District 6970 Governor 2008-20092008-2009
DRFC Chair 6970DRFC Chair 6970Zone 34 Zone 34
Rotary International District 6970 Governor Rotary International District 6970 Governor 2008-20092008-2009
Bill GriffinBill GriffinTHEROTARY FOUNDATION
THEROTARY FOUNDATION
The Rotary FoundationFuture Vision
The Rotary FoundationFuture Vision
• Not as cataclysmic as portrayed
• Keep simple – mission unchanged
• More local control and also responsibility
• Read, talk to Pilot Districts, identify key issues
• Calendar impact
DSG District DDF World Fund
$40,000 $160,000 $200,000
Club Projects Amb Scholar Matching Grants
Matching Grants GSE
HistoricalTotal Giving $400,000
Future VisionTotal 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
$200,000
$
2011 2012 2013
50% to World Fund
50% to District Designated Fund
$200,000
At least ½ to Global Grants
$100,000$100,000
Up to ½ to District Grants
Matches 1:1 DDF $and 50% of cash $
New Grant Model
• District Grants
• Global Grants
Areas of Focus
• 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• Humanitarian Work (> $30,000)• Vocational Training Team (VTT)• Scholars• Packaged Grants
• 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
DRFC Chair 6970DRFC Chair 6970Zone 34 Zone 34
Rotary International District 6970 Governor Rotary International District 6970 Governor 2008-20092008-2009
DRFC Chair 6970DRFC Chair 6970Zone 34 Zone 34
Rotary International District 6970 Governor Rotary International District 6970 Governor 2008-20092008-2009
Bill GriffinBill GriffinTHEROTARY FOUNDATION
THEROTARY FOUNDATION
Preparation Steps - District
• Establish work teams to address:
– District Structure Requirements
– Club Education Development
– District Grant Process, Expectations and Changes
– Global Grant Process, Expectations and Changes
– Scholar Process Restructure
– VTT vs GSE Understanding Structure and Fundamental Changes
• Comprehend District MOU
• Establish Stewardship/Audit Committee
• Establish District Financial Management Plan and Requirements
• Understand District Qualification Process
Preparation Steps - District
• Establish District Calendar of Events
• Create Robust District Foundation Website
• Develop Club Education Plan
Preparation Steps - District
• 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 Scholar program and changes
• Identify key stakeholders in past Scholar program – focus on this group with new Scholar program
• Determine how you want to address scholars– understand programs – do you want to continue Ambassadorial Scholar type
program– do you want to consider domestic scholar options
Preparation Steps - District
• Understand difference between GSE and VTT
• Identify key GSE stakeholders and engage
• Determine desire for GSE look alike
• Understand Vocational Training Teams– Club driven– Connection potential to Service Projects
Preparation Steps - District
• Understand principles of sustainability
• Importance of community needs assessment
• Understand principles of community buy in
• 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
Preparation Steps - District
• Present revisions to clubs, with lead time for new calendar
• Calendar changes are significant
• Creates higher degree of year to year coordination and move away from “my year” projects
• Revise District Foundation website to support clubs
Preparation Steps - District
• 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
Preparation Steps - Club
Future VisionA New Vocabulary
Revised Concepts and Ways
– 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
Global Projects (2010-2012)
• Marietta (3) Economic Devel. $49,500
• Marietta Metro (2)Water $56,100
• Vinings (13) Mobile Health $57,625
• Atlanta West End Sanitation $30,000
• East Cobb (3) Education $31,000
• Clayton Water $30,000
• Peachtree City (3) Literacy $34,400
Global Projects (2010-2012)
• Roswell Child Health $48,166
• Buckhead (1) Disease Prev. $34,460
• Emory Druid Hills Water $62,250
• Dunwoody (2) Water (2) $61,589
• Atlanta Education $50,000
• Newnan Literacy $ 1,000
• Thomasville Child Health $30,000
Global Projects (2010-2012)
• Griffin Economic,Water $32,650
• N. Columbus Health $30,000
• District Global Scholar $30,000
• Multiple clubs Health $52,500
• Gainesville Global Scholar $73,375
Global Projects (2010-2012)
• Bartram Trail Water/Sanitation $35,000
• Orange Park Sunrise Water/Sanitation/School Aids $37,550
• Daytona Beach West Education/Economic Development $36,100
District Projects (2010-2012)
• Local grants (141)/(43)
• Range $1,000 - $25,000/ $600 - $50,000
• Local Scholars International/Domestic
• Disaster Recovery
• Local/International
• GSE teams (2)
• Over $400,000/$275,000
TheRotary Foundation
TheRotary Foundation
TheRotary Foundation
TheRotary Foundation
Bill Bill GriffinGriffinRRFC Chair
District 6970
Abby McNearAbby McNear
Manager, Pilot Operations Department
James RobinsonJames Robinson
Future Vision Pilot Future Vision Pilot OperationsOperations
Bill WoulfinBill Woulfin
RRFC Chair District 6900
James RobinsonJames Robinson
Future Vision Pilot OperationsFuture Vision Pilot OperationsDivision ManagerDivision Manager
The Rotary FoundationThe Rotary Foundation
THEROTARY FOUNDATION
THEROTARY FOUNDATION
Successes• Greater focus; better project design• Surpassing minimum threshold• Rolling application process• More innovation and collaboration
• FY10-11 Pilot Increase: 15.0%– Non-pilot district increase: 9.6%
• FY11-12 Pilot Increase: 7.6%– Non pilot district increase: 6.5%
For the months ended March 2010, 2011 & 2012
•2012 International Assembly
•2012 RRFC Institute
•PETS, District meetings
•2012 International Convention workshops
•Future Vision Trainers
TIME
LEARN I NG
Slow beginning
Steep acceleration
Plateau
• 2012 GETS & Rotary Institutes
• 2013 International Assembly
• 2013 PETS and district meetings
• 2013 International Convention
• 1 July 2013—GO!
TIME
LEARN I NG
Slow beginning
Steep acceleration
Plateau
Abby McNearAbby McNear
Manager, Pilot Operations DepartmentProgram Officer, District Grants & Global Grants
THEROTARY FOUNDATION
THEROTARY FOUNDATION
Areas of Focus
• Water and Sanitation
• Disease Prevention and Treatment
• Maternal and Child Health
• Basic Education and Literacy
• Economic and Community Development
• Peace and Conflict Prevention/Resolution
Area of Focus Policy Statements
• Approved by Trustees in March 2012
• Clarifies how TRF reviews GG applications
• More detail on scholarships
• Biggest changes are in disease prevention & treatment
• May 2012 Future Vision News has link
Area of Focus & Scholarships
Intended for career-minded professionals
TRF reviews:
•Applicant’s prior work experience within A of F•Academic program alignment with A of F•Applicant’s career plans related to A of F
Rotary Scholar ExamplesEligible or Ineligible?
• Architecture studies, career rebuilding/renovating housing in Bosnia (PCPR)
• International relations studies, career in US State Department (PCPR)
• MBA, career helping minorities access financial services in US inner-city environment (ECD)
• International marketing degree, career in marketing (ECD)
Disease Prevention & Treatment• Emphasis on health promotion in addition to disease
• Equipment purchases
• Medical missions/surgeries
• Developing Sustainable Projects• Sustainability means different things to different organizations. For The Rotary Foundation, sustainability means
providing solutions to community needs, ensuring that the benefiting community can maintain the activities after grant funding ends. Global grant projects must be sustainable and display the following characteristics:
CommunityNeeds
Have local sponsors conduct
a thorough assessment of the community’s needs
to identify a need that sponsors
are able to support and that
meets beneficiaries’ needs and fits
their values and culture. Involve
multiple communitypartners in the
planning process.
Materials/Technology
Funding Knowledge MotivationMonitoring/Evaluation
Purchase equipment andnew technology
from local sources,when possible.Ensure spare
parts are readilyavailable.
Involve communitymembers when
selectingtechnology or
equipment, andtrain them to
operate, maintain,and repair it on
their own.
Confirm local funding source
to provide long-term operation,
maintenance, repair, and
project longevity. Compensate
project participants appropriately
for their work to ensure continuity
of services.
Provide training, education, and
communityoutreach to strengthen
beneficiaries’capacity to meet
project objectives. Confirm that
recipients have a plan to transfer
knowledge to new beneficiaries.
Collaborate withlocal agencies/ organizations to
supply expertise, as needed.
Provide incentives for beneficiaries
and project participants to
continue ongoing support. Identify personnel willing
to lead beneficiaries to sustain project
outcomes.Prepare the
community to assume ownership
of the projectonce global grant
funds are fully expended.
Develop clear andmeasurable
project objectives,and identify methods for
collecting projectdata. Establish
baseline data for evaluation capable of demonstrating
significant change for at least three
years.
Global Grant Timeline
Planning Implementation Reporting
TheRotary Foundation
TheRotary Foundation
Kenan Kenan KernKernAssistant RRFC,
Zone 34 District 6920
TheRotary Foundation
TheRotary Foundation
Bill Bill GriffinGriffinAssistant RRFC,
Zone 34 District 6970
Assistant RRFC, Zone 34 District 6990
Lee Lee PharesPhares
Russ Russ MillerMillerAssistant RRFC,
Zone 34 District 6950
Peter Peter DeBergeDeBerge
THEROTARY FOUNDATION
THEROTARY FOUNDATION
Robert HallRobert HallTHEROTARY FOUNDATION
THEROTARY FOUNDATION
Zone 34 End Polio Now CoordinatorZone 34 End Polio Now CoordinatorRotary International District 6900 Governor Rotary International District 6900 Governor
2001-20022001-2002
Polio Eradication is ourlegacy & so are they
Keeping our promise isKey to our Membership
Key to our Brand
Rotary’s #1 Priority
Rotary Chose This Fight
No New Global Project until Polio Eradication
is Completed
Committed to a Committed to a Polio-Free WorldPolio-Free World
Polio virus transmission interrupted as of 25 Feb 2012
India
We Made a Difference!
95% reduction in polio cases from 2009 to 2010
Nigeria
Accessing difficult areas
Afghanistan
Improving surveillanceRenewing commitment
Pakistan
Only 3 countries where the wild polio virus has not been
interrupted. Pakistan - Afghanistan - Nigeria
Year to date Worldwide: 64 Cases June 2, 2012
181 Cases June 2, 2011
650 Cases in 2011 1352 cases in 2010
Where are we today?
TO REMAIN FOCUSED ON OUR GOAL OF WORLDWIDE POLIO
ERADICATION.
ROTARY’S CHALLENGE NOW
• Create public awareness and encourage support from government and private sector donors
• Financial support – give if you have not given• Tell our children• Encourage and support Rotarians in polio
affected and high-risk countries• Highlight the need for strong surveillance• Promote routine immunization
What can we Rotarians do?
THESE MEN AGREE, WE MUST
Please Join Us for the Rotary International
Convention in Beautiful Lisboa, Portugal June 23 - 26, 2013
Peter DoetschmanPeter Doetschman
Planned Giving OfficerPlanned Giving OfficerThe Rotary FoundationThe Rotary Foundation
THEROTARY FOUNDATION
THEROTARY FOUNDATION
2012 Regional Rotary Foundation Coordinator Institute 87
Major and Planned GiftsMajor and Planned Gifts
2012 Regional Rotary Foundation Coordinator Institute 88
SolicitSolicitSolicitSolicitCultivateCultivateCultivateCultivate
ThankThankThankThank
IdentifyIdentify
2012 Regional Rotary Foundation Coordinator Institute 89
•Gifts that benefit The Rotary Foundation’s Permanent Fund after the donor’s death
•Testamentary Gift Options:
• Benefactor
• Bequest Society
• Making a gift of Life Insurance
2012 Regional Rotary Foundation Coordinator Institute 90
•A Benefactor is an individual or couple that has made a provision in their estate plan, or made an outright gift of $1,000 to the Permanent Fund.
2012 Regional Rotary Foundation Coordinator Institute 91
A Bequest Society member is an
individual or couple that has made a provision in their
estate plan to gift a minimum $10,000 to
TRF.
2012 Regional Rotary Foundation Coordinator Institute 92
•Charitable Gift Annuity
•Deferred Charitable Gift Annuity
•Charitable Remainder Trust
2012 Regional Rotary Foundation Coordinator Institute 93
• US$100,000: One Area of Focus via Global Grants
• US$250,000: One Area of Focus + district designation
• US$500,000: One Area of Focus and geographic region
• US$1,000,000+: Tailored to match donor interest ASKASKCULTIVATECULTIVATE
2012 Regional Rotary Foundation Coordinator Institute 94
• Major Gift Initiative- US$95 million goal
• Endowed and Term Gifts
• Multiple Naming Opportunities
2012 Regional Rotary Foundation Coordinator Institute 95
Arch C. Klumph Society Major
Donor
Bequest Society
US$1 Million + Foundation Circle Level Seven
$500,000 to $999,999 Chair’s Circle Level Six
$250,000 to $499,999 Trustee’s Circle Level Five
$100,000 to $249,999 Level Four Level Four
$50,000 to $99,999 Level Three Level Three
$25,000 to $49,999 Level Two Level Two
$10,000 to $24,999 Level One Level One
2012 Regional Rotary Foundation Coordinator Institute 96
ASKASKCULTIVATECULTIVATE
ASKASKCULTIVATECULTIVATE
ASKASKCULTIVATECULTIVATE
Annual Fund
Major gifts
Arch C. Klumph Society
2012 Regional Rotary Foundation Coordinator Institute 97
• Debra LoweMajor Gifts Officer, Zone 34
• Joanne BertscheAnnual Giving Officer, Zones 33 and 34
• Peter DoetschmanPlanned Giving Officer
2012 Regional Rotary Foundation Coordinator Institute 98
• Lead by example• Work as a team• Educate • Ask• Thank
SHARE System Senior SHARE System Senior Coordinator Coordinator
SHARE System Senior SHARE System Senior Coordinator Coordinator
Steve Steve LyonsLyons
THEROTARY FOUNDATION
THEROTARY FOUNDATION
PASTPAST
HowHow can our district spend the DDF? can our district spend the DDF?
SHARE
SHAREPRESENTPRESENT FUTUREFUTURE
WhenWhen do we start spending the district do we start spending the district’’s 2013-14 DDF?s 2013-14 DDF?
SHARE
SHAREJUL 2012 JAN 2013 JUL 2013 AUG 2013
JUN 2014
Complete Qualification
2013-14
SHARE Kit
Begin Applying for District and Global Grants
Submit Donation Forms
Receive Carry
Forward Amount
WhereWhere does the district does the district’’s unspent DDF from 2012-13 go?s unspent DDF from 2012-13 go?
SHARE
SHARE2012-13 2013-14
PASTPAST
HowHow can our district spend the DDF? can our district spend the DDF?
SHARE
SHAREPRESENT FUTURE
TRF Packaged Grants managerTRF Packaged Grants managerThe Rotary FoundationThe Rotary Foundation
THEROTARY FOUNDATION
THEROTARY FOUNDATION
Candice EmblingCandice Embling
Packaged Global GrantsOverview
Agenda• What are packaged grants?
• Why does TRF offer packaged grants?
• What are the current packaged grant opportunities?
• How are packaged grants funded?
Grant Types in Future Vision
District Grants Global Grants Packaged Grants
Why Package?
• Demonstration projects• Visibility/Promotion with other global organizations• Involvement opportunity for clubs
– with limited resources – with lack of familiarity with TRF
What are Strategic Partners?
• NGOs, universities, corporations• Global scope of work• Expertise in an Area of Focus• Formal relationship to secure resources• Enhance Rotarians’ service opportunities• Lead to Packaged Grants
What are Packaged Grants?
• Opportunities for Rotary clubs and districts
• Pre-designed projects funded by the World Fund and the strategic partner, no DDF or cash required
• Can include scholarships, humanitarian projects, and vocational training
• Rotarians can focus their talents and energies on implementation
Developing Local Entrepreneurs: Oikocredit
• Connection between local Rotary clubs and microfinance institutions
• Training activities – humanitarian projects
• Currently available in India, the Philippines, and Uruguay
• Economic and Community Development Area of Focus
Nursing Scholarships/Training Health Educators: Aga Khan University
• Activities take place at 3 campuses: Kenya, Uganda, and Tanzania
• Scholarships and Vocational Training Teams (2 separate opportunities)
• Maternal and Child Health Area of Focus
Medical Service and Training: Mercy Ships• Activities related to the
Africa Mercy• Upcoming ports in Togo
and Guinea• Vocational Training
Teams• Disease Prevention and
Treatment Area of Focus
Water Scholarships: UNESCO-IHE
• Scholars will study in the Netherlands
• Focus on building long-term connections in the student’s home country
• Water & Sanitation Area of Focus
Questions?
Jeremy Jeremy HurstHurst
Governor 2013-2014Governor 2013-2014Rotary International District 7020Rotary International District 7020
Governor 2013-2014Governor 2013-2014Rotary International District 7020Rotary International District 7020
THEROTARY FOUNDATION
THEROTARY FOUNDATION
Update on District 7020Update on District 7020’’s s Transition Plan for a Non - Pilot DistrictTransition Plan for a Non - Pilot District
• 2650± Rotarians
• 84 Clubs• 10 Countries• 16 Islands• 3 languages• 1300 Miles• 1 day travel time
District 7020 – overviewDistrict 7020 – overview
• Diversity – Population, Economics, Socially, Language.
• Clubs with 10 to 100+ members.
• Small Islands to Substantial Countries
• Extreme Wealth to Dire Poverty
• Natural Disasters……..
Builds strength Builds strength and resilience. and resilience.
District 7020 – ChallengesDistrict 7020 – Challenges
• CHALLENGES: Logistical, Geographical, Climatic, Organisational, Financial,
• OPPORTUNITIES: To serve – need greater organisation, communication and planning.
• STRENGTHS: Strong Organisational structure, Cohesive Leadership Succession Planning. Vibrant Clubs.
Dedicated, passionate Rotarians delivering great Rotary service.
• Dedicated to supporting The Rotary Foundation
District 7020 - Strengths District 7020 - Strengths
• Annual Programs Fund 2007/8 $332,854 2008/9 $161,320 2009/10 $264,000 2010/11 $253,543
• 134 PHS Members since 2006 • 64 Major Donors
• PolioPlus Challenge - $382,693.79 raised to date
• Permanent Fund • 138 Benefactors • 30 Bequest Society Members
• NIDs in India • GSE Teams
• Ambassadorial & Peace Scholarships
District 7020 – TRF Support
• Matching Grants $819,407 in 2009-10 $1,143,726 in 2010-11
• Competitive Matching Grants$427,345 - 2009-2011
• Haiti Update• Over $2.2m DAF leveraged to $6.5m• More than 80 projects • No funds used for Administration• District 7020 donated $750k• TRF 45 Matching Grants totaling $1.49m• Coordinated over $18m of donated supplies
“OUR FOUNDATION IS AN ESSENTIAL COMPONENT OF DISTRICT 7020 ROTARY”
District 7020 – TRF Support
• Ensure success of existing TRF programmes whilst implementing Future Vision - in parallel.
• Dedicate the necessary resources – but not to the detriment of current TRF programmes.
• e.g., Haiti etc. - remain focused and effective.
• Build general awareness - buy in - SELL BENEFITS.
• Ramp up to & ensure Seamless Changeover - 7/1/13.
• Future Vision Implementation Team/Plan/Structure.
District 7020 – Goals
Implementation
• Align activities with the areas of focus
• Develop relationship with pilot district
• Build district Rotary Foundation committee
• Stay updated on grant reporting
• Start planning for grant management training and qualification
• Use webinars and resource materials
Preparing the way….
Implementation
• New Grant Model• Global Grants - District Grants (+ Packaged Grants)• DDF allocation to Global and District Funds• VTTs (no GSEs but better)• Scholarships as Grants
• New way of doing TRF Business• Needs Assessment • More local control • Sustainability • Stewardship / Audit• Measurability & Accountability
• Member Access as Gateway• Seven Areas of Focus
Demystify – what changes / stays same?
Seven Areas of Focus
Rum Tasting
Peace and Conflict Resolution
Disease Prevention and Treatment
Water and Sanitation
Maternal and Child Health
Basic Education and Literacy
Economic and Community Development
Six Areas of Focus
Peace and Conflict Resolution
Disease Prevention and Treatment
Water and Sanitation
Maternal and Child Health
Basic Education and Literacy
Economic and Community Development
• Four year plan
• 2010-11 • Appoint District FV Chair
• Build awareness
• High level training
• Develop District Implementation Plan
• 2011-12• District Chair appoints FVACs.
• Steering Committee decides procedures
• FVACs trained
• Clubs appoint FV Chairs
• Prepare resources - PowerPoints, Timelines
District 7020 – 2011-14 FV Plan
• Four year plan
• 2012-13
• FVACs and Club FV Chairs
Educate & train clubs
Newsletters, Webinars, Website, E-learning
• Club Certification (100% Goal) March 31st 2013
Attend Grant Management Seminar
Sign Club MoU
Close off /fully report on all open Grants
• Apply for District/Global Grants – 1st quarter 2013
• District Certification – Sign District MOU
• 2013-14 …… HIT THE GROUND RUNNING
District 7020 – FV Plan 2011-14
D7020 Organisational Structure
• District Grants Committee Chair, DG, DGE, DRFC Largest $ APF gross and per capita Largest % increase in APF
• 2013 – 2014 District Grants Maximum 50% of DDF Up to 9 projects of approx US$5,000 DDF = US$45,000 Reserve, District Project, GSE or other = US$20,000
• Eligibility• Club certified annually• Up to date with their District and RI dues • No unreported or delinquent TRF Grants • All members give something to TRF
• Criteria• Need assessment • Merit • Sustainability • Measurability• Alignment w/ District and RI Goals & Six Areas of Focus• Size and impact • Cash contribution
District 7020 – Grant Procedures
Webinars playing a vital role….
• Attend RI - TRF Training Webinars
• District Steering Committee Communication
• Training for Future Vision Area Coordinators
• Preparation for District Meetings – DLT/PETS
• Future Vision Grant Management Seminars
• Develop new 7020 Foundation Website
Implementation
New D7020 Foundation Websiterotaryfoundation7020.org
• Developed with Pilot Mentor District 6970 - via Webinar
• Working on interface withmatchinggrants.orgto manage:
- Grant applications - Document retention- Reporting/Audit Trail
Implementation
On JULY 1st 2013The Future Vision of
The Rotary Foundation
becomes
Our Rotary Foundation.
ONLY 393 DAYS FROM TODAY.
District 6910 Future Vision Transition Team Chair District 6910 Future Vision Transition Team Chair Rotary International District 6910 Governor 2008-2009Rotary International District 6910 Governor 2008-2009
Garland MooreGarland MooreTHEROTARY FOUNDATION
THEROTARY FOUNDATION
TheRotary Foundation
TheRotary Foundation
District District 69106910
DRFC Chair DRFC Chair
District District 69106910
DRFC Chair DRFC Chair
Dianne Dianne CammarataCammarata
District 6910District 6910Future VisionFuture Vision
Transition Team Chair Transition Team Chair
Garland MooreGarland Moore
District 6910District 6910Transition TeamTransition Team
Vice ChairVice Chair
District 6910District 6910Transition TeamTransition Team
Vice ChairVice Chair
Alan SmithAlan SmithRICH PANYIKRICH PANYIK
District 6910District 6910Permanent Fund Permanent Fund
ChairChair
RICH PANYIKRICH PANYIK
District 6910 Permanent Fund ChairDistrict 6910 Permanent Fund ChairRRFC, Zone 34, 2004-2007 RRFC, Zone 34, 2004-2007
Rotary International District 6910 Governor 1999-2000Rotary International District 6910 Governor 1999-2000
THEROTARY FOUNDATION
THEROTARY FOUNDATION
DRFC Chair 6910DRFC Chair 6910Rotary International District 6910 Governor Rotary International District 6910 Governor
2005-2006 2005-2006
DRFC Chair 6910DRFC Chair 6910Rotary International District 6910 Governor Rotary International District 6910 Governor
2005-2006 2005-2006
Dianne CammarataDianne Cammarata
THEROTARY FOUNDATION
THEROTARY FOUNDATION
District 6910 Future Vision Transition Team Vice ChairDistrict 6910 Future Vision Transition Team Vice ChairAssistant District GovernorAssistant District Governor
Rotary International District 6910Rotary International District 6910
District 6910 Future Vision Transition Team Vice ChairDistrict 6910 Future Vision Transition Team Vice ChairAssistant District GovernorAssistant District Governor
Rotary International District 6910Rotary International District 6910
Alan SmithAlan SmithTHEROTARY FOUNDATION
THEROTARY FOUNDATION
Sally PlattSally Platt
Rotary International District 6900 Grants ChairRotary International District 6900 Grants Chair
THEROTARY FOUNDATION
THEROTARY FOUNDATION