Future Vision GrantsPreparing for a New Way of

Doing Good in the World

District 7820 Pennsylvania November 2012

1FV Training -- Zones 28 and 29 Trainers March 2012

This presentation was developed byPDG Neil McBeth, DRFCC, District 6400

This is not an official publication of The Rotary Foundation.

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TODAY

Outcomes:

♦ Understand Future Vision♦ Plan for Future Vision Training

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SOME ABBREVIATIONS• TRF

The Rotary Foundation• GMS

Grant Management Seminar• MOU

Memorandum of Understanding• VTT

Vocational Training Team• FVP

Future Vision Pilot• DDF

District Designated Funds

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ROTARY FOUNDATION MISSION

To enable Rotariansto advance world understanding,

goodwill and peace throughthe improvement of health,

the support of education, andthe elimination of poverty.

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THE ROTARY FOUNDATION

Doing Good in the World

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Future Vision Grants

Preparing for a New Way of Doing Good in the World

7FV Training -- Zones 28 and 29 Trainers March 2012

Future Vision Grants

A New Way = Change

8FV Training -- Zones 28 and 29 Trainers March 2012

Future Vision

Future Vision begins in all Districts on July 1, 2013

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Future Vision

Three BIG questions

➊ How will your district prepare?

➋ How will Training and Foundation leadership work together?

➌ What training will that involve, and who will do it?

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Future Vision

Related questions

Who at the District level will be trained?

When?

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Future Vision

WHY CHANGE?

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Growth of the Foundation

1965-2000

10,000 Matching Grants approved

By 2004

Another 10,000 Matching Grants

By 2008

Another 10,000 Matching Grants 13

Future Vision

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

Simplification

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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

New Rotary Foundation

Grants

Priorities

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Future Vision

Overview

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Future VisionNEW CONCEPTS AND WAYS

A New Vocabulary

– 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

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Future Vision

Where 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 administrative

costs

2013-14

50% to World FundMatching GrantsPackaged Grants

Peace FellowsPolio+

50% to District Designated 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 Vision

Three kinds of grants

DISTRICT GRANTS $

GLOBAL GRANTS $PACKAGED GRANTS $

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Future Vision

DISTRICT 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 Grants

• Local and International• Up to one-half DDF• Match from DDF, as set by district• All submitted as proposals for District DDF

Spending Plan• Proposal Deadline set by district• GMS and MOU can be required by the

district

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District Grants

◊ How are grants processed?

◊ How well does this new way of doing grants work?

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Future VisionDistrict Grants

Grant Type Range Average

District SimplifiedGrants

8-58 months

>20 months

DistrictGrants

4-11 months

> 7 months

Cycle Time Comparison

Submission Approval Payment Closure

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Future Vision

GLOBAL GRANTS

♦ Scholars♦ Vocational Training (VTT)♦ Humanitarian Work♦ Packaged Grants rotary.org – packaged grants

Rotary.org: Future Vision - Packaged global grants

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Future Vision

GLOBAL GRANTS● TOTAL AT LEAST $30,000

INCLUDING 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 Vision

GLOBAL GRANTSHUMANITARIAN 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 Vision

SIX AREAS OF FOCUSPeace 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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Pilot’s First Year: Global Grant Activity

D isease P rev. & Treatm en t,

$1 .06 M

E co n o m ic & C o m m u n ity

D ev.,$669 K

E d u catio n & L iteracy,$945 K

P eace & C o n f. R es./P rev.,

$321 K

W ater & S an ita tio n ,

$1 .7 M

M atern al & C h ild H ealth ,

$616 K

Awards by AOF

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Future Vision

PACKAGED GLOBAL GRANTS

• Packaged Grants rotary.org – packaged grants

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Future Vision

WHAT 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

District TRF structure

Grant processesGlobal Grants – Proposal and ApplicationDistrict Grants – Spending Plan

District procedure34

Future VisionDistrict Rotary Foundation Committee(5 req’d members: DG, DRFCC, P+C, FRC, DGSC.

Can add others, such as a TRF Trainer)

District Grants Subcommittee

District Grants Committee

Financial Management Planand Audit or Financial Review

Clubs & Club Leadership

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Future Vision

ANNUAL CLUB QUALIFICATION

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

(PE or representative)

TRF’s Club Memorandum of Understanding (MOU) – District can have an addendum.

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Future Vision

CLUB 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 can require MOU (and GMS) for

District Grants ♦ Signatures in year before by current PE

and President♦ ANNUAL SUBMISSION

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Future Vision Pilot

How has it worked?

♦ Club and Rotarian interest ♦ Partnerships ♦ Number of grants ♦ Impact of grants ♦ The “genius” of GMS

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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 VISIONMore resources

• March 2011 Rotarian Magazine– (Reprint – SKU: 093)

• Current FVP Districts• Upcoming training by TRF/Zone• Future Vision Pilot News• Future Vision e-learning modules• “Transition to Future Vision”

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FUTURE VISIONMore resources

“Doing Good in the World” DVD 978-MU – at http://shop.rotary.org

• Also can access via • Rotary's Podcast on iTunes, or • Doing Good: Intro: http://vimeo.com/34051471• Doing Good: Supporting Education: http://vimeo.com/33737948• Doing Good: Growing Local Economies: http://vimeo.com/33736218• Doing Good: Fighting Disease: http://vimeo.com/33735961• Doing Good: Providing Clean Water: http://vimeo.com/33735494• Dong Good: Saving Mothers and Children: http://vimeo.com/33690570• Doing Good: Promoting Peace: http://vimeo.com/33671034

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Future Vision

NOW 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 Know 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 - Districts

➊ DRFCC’s term➋ DRFC - Committee structure

Plus – A transition team➌ Reports up to date➍ Attend a GMS in Pilot District and

have a mentoring relationship w/ a Pilot District.

➎ Get Leadership onboard 45

Getting ready for July 2013 - Districts

➏ District Operating Budget➐ Introduction and training for clubs

and district – GMS+++➑ A DDF Plan ➒ “DG” Spending Plan➓ Making and publishing “rules”

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Getting ready for July 2013

The required training event:

Grant Management Seminar(GMS)

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Getting ready for July 2013

GMS ● Content ● Presenting ● Publicizing ● Logistics ● Record keeping

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Getting ready for Future Vision

Other Training Opportunities:

♦ District Seminar (M, PR, TRF)♦ Midterm♦ District Assembly♦ District Team Training♦ PETS♦ District Conference♦ Webinars♦ Informal Conversations♦ DG visits and speeches♦ TRF Presentations (at clubs, dinners, events)

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Getting ready for Future Vision

Training OpportunitiesWho will be responsible for:

● Content? ● Presenting? ● Publicizing? ● Logistics? ● Record keeping?

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Getting ready for Future Vision

Training considerations❒ Consider who needs training

❒ Consider who is being trained ❒ Clearly explain the new ❒ Minimize comparison to old ❒ Present authoritative information ❒ Avoid overload ❒ Adult learners ❒ Practical application via examples ❒ Factor-in that this involves change

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Getting ready for Future Vision

Look to outcomes –

then establish your timeline

Work with DGs and District Foundation leadership

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Future Vision

Three BIG questions

➊ How will your district prepare?

➋ How will Training and Foundation leadership work together?

➌ What training will that involve, and who will do it?

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Getting ready for July 2013

Your questions

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Future Vision

The FVP IS GOING TO MAKEA SIGNIFICANT DIFFERENCE

IN THE FUTURE OFTHE ROTARY FOUNDATION

andHOW WE SERVE OTHERS

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IT’S ALL ABOUT…

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