The Rotary Foundation’s Future Vision Plan

Overview

• Background

• Grant structure

• Working in the pilot

• Resources

• Questions and Answers

Why Plan?

• Preparing for The Rotary Foundation Centennial

• Immense growth

• Relevance in philanthropic world

• Evolving organization

• Rotarian feedback

• Sustainability, significance, simplification

1979 3-H grants and club partnership

1985 PolioPlus campaign launched

1999 Rotary Centers for International Studies

2000 10,000 Matching Grants approved since 1965

2003 District Simplified Grants launched

2004 Another 10,000 Matching Grants approved

2005 Future Vision Committee begins

2007 Gates $100 Million Challenge for polio

2008 Another 10,000 Matching Grants approved

2009 Gates commits additional $255 million for

$200 Million Challenge

Growth of the Foundation

Objectives of Future Vision

• Sharpen focus and increase impact of overall grant activity

• Simplify the Foundation’s programs and operations

• Transfer more decision-making to the local level

• Increase visibility, image and resources

Rotary Foundation Motto & Mission

Doing Good in the World…to enable Rotarians to advance world

understanding, goodwill, and peace through the improvement of health, the support of

education, and the alleviation of poverty.

COL Endorsed, April 2007

Rotary FoundationDistrict Grants

Rotary FoundationGlobal Grants

Grant Names

Rotary Foundation District Grants

• Simple, flexible, innovative

• Educational and humanitarian activities consistent with the mission

• Single “block” grant awarded annually

• Smaller activities and projects

• Fund both local or international activities

• Local decision making with broader guidelines

Examples of Activity

District Grants — Mission-related

• Exchange of mixed profession vocational training teams with another district (traditional GSE)

• International travel for local doctor to volunteer at a clinic

• Scholarship for student to attend local or international university

• Donating art supplies to assist youth after-school program

• Send ShelterBox containers in response to natural disaster in another district

Rotary Foundation Global Grants

• Long-term projects

• Rotarian participation

• Larger grant awards

• Sustainable outcomes

• Support the Areas of Focus

• Provide World Fund match

• Basic Education and Literacy

• Disease Prevention and Treatment

• Economic and Community Development

• Maternal and Child Health

• Peace and Conflict Prevention/Resolution

• Water and Sanitation

Areas of Focus

Examples of Activity

Global Grants Relate to Areas of Focus

• International safe drinking water, sanitation, and hygiene education project

• Send scholar abroad to enroll in water engineering degree program

• International malaria project to distribute bed nets and malaria treatments

• Send vocational training team abroad to participate in workshop and learn teaching methods to address adult illiteracy

Pilot Districts

Rotary World – Pilot Districts Comparison

World Pilot WorldPilot

USA & Canada 31% 28% Asia (Zones 4B, 6B) 3% 4%

Western Europe 18% 16% Korea 3% 3%

Latin America 15% 18% Sub-Saharan Africa 3% 5%

Japan 6% 6% Philippines 2% 2%

India 6% 7% Mid East & N. Africa 1% 1%

R.I.B.I. 5% 4% Central/Eastern Europe 1% 1%

Austral/N. Zeal/PI 5% 5% Caribbean Islands 1% 0%

Working in the Pilot

Pilot Districts

• District Grant activities can be conducted in both pilot and non-pilot districts

• Global Grants require international partnership between 2 pilot districts

Working in the Pilot

Non-Pilot Districts

• District Simplified Grant activities can be conducted in both pilot and non-pilot districts

• Can send scholars and GSE teams to both pilot and non-pilot districts

• Matching Grants are exclusively non-pilot districts

All Rotary Districts

May continue participation in:

• PolioPlus

• Rotary Peace Centers

Qualification

• Clubs and districts must be qualified to receive Rotary Foundation funds

• Ensures proper legal, financial, and stewardship controls of grants

• Qualification process is simple

• Goal for every district to become qualified

• Districts will be trained to qualify their clubs

Resources

• RI Web site (www.rotary.org)

– Future Vision Pilot News

– FV e-learning modules

– Terms and Conditions for District and Global Grants

• Future Vision Pilot Operations Staff

Staff contact sheet is posted on RI Web site

• District Leadership

DGE, DRFC, Grants subcommittee members

www.rotary.org/futurevision

futurevision@rotary.org