Future vision overview
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Future Vision: Overview. The Rotary Foundation (TRF) Rotary International. Rotary Foundation Motto & Mission. Doing Good in the World

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Future Vision: Overview

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Future vision overview

Future Vision: Overview

The Rotary Foundation (TRF)

Rotary International

ROTARY CLUB OF SAN BERNARDINO


Rotary foundation motto mission

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

Endorsed by 2007 Council on Legislation

ROTARY CLUB OF SAN BERNARDINO


Success of the rotary foundation

Success of The Rotary Foundation

Over the past three decades, The Rotary Foundation has seen the variety, use, and demand for its programs increase.

  • 10,000 matching grants were issued in the 35 years between 1965 and 2000.

  • The second 10,000 were issued in just 4 years between 2000 to 2004.

    Staff was drowning in paperwork – something had to be done.

ROTARY CLUB OF SAN BERNARDINO


Rotary s future vision plan

Rotary’s Future Vision Plan

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Rotary s future vision plan1

Rotary’s Future Vision Plan

The Future Vision Plan is a major strategic shift – both for Rotary International and for The Rotary Foundation.

  • It establishes strategic priorities for large-scale projects.

  • It returns decision making to the local districts for smaller-scale projects.

ROTARY CLUB OF SAN BERNARDINO


Same foundation funds

Future Vision Retains the Existing Ways to Give

Same Foundation funds

ROTARY CLUB OF SAN BERNARDINO


Trf funds

TRF FUNDS

  • The Annual Programs Fund [SHARE] – shared with clubs and districts

  • The Permanent Fund –an endowment fund.

  • Designated Funds [like PolioPlus] – usedonly as directed.

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Same share system

Future Vision Retains the Existing Share System

Same SHARE SYSTEM

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Share system

SHARE System

Our contributions to the Annual SHARE Fund are invested for three years.

TRF returns half of it to our district three years later for District Grants. The other half goes to the World Fund for Packaged and Global Grants.

Invested 3 Years

ROTARY CLUB OF SAN BERNARDINO


Share system1

SHARE System

The more we gave three years ago – the more District Designated Funds (DDF) we get for next year!

2013-14

2012-13

2011-12

2010-11

Earnings pay the administrative expenses.

ROTARY CLUB OF SAN BERNARDINO


The new grant model

Foundation staff was drowning in paperwork. Many projects were targeted poorly and the public was often unaware of Rotary’s good work.

The New Grant Model

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New grant model

New Grant Model

Uses resources more effectively:

  • Under the new model, 80% of the budget will support high-impact, sustainable projects.

ROTARY CLUB OF SAN BERNARDINO


New grant model1

New Grant Model

Plan for a future without Polio:

  • The eradication of Polio will enhance the Foundation’s image and open up opportunities for new humanitarian initiatives.

ROTARY CLUB OF SAN BERNARDINO


New grant model2

New Grant Model

Enhance Rotary’s public image:

  • Greater recognition for Rotary’s work will lead to increased interest in joining Rotary and supporting our civic and humanitarian efforts.

ROTARY CLUB OF SAN BERNARDINO


New grant model3

New Grant Model

Streamline operations:

  • Automated grant applications simplify the Rotarian authorization process, allow quicker grant disbursements, and make accessing Foundation grants easier for Rotarians.

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Three grant types

Three Grant Types

Grants have been reduced from 12 types to just three kinds.

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Three grant types1

Three Grant Types

  • Block grants allow clubs and districts to address immediate needs in their communities and abroad

  • Highly flexible

  • Generally smaller in size

ROTARY CLUB OF SAN BERNARDINO


Three grant types2

Three Grant Types

  • Range from $15,000 to $200,000

  • Fund large international projects, vocational training teams, and scholarships

  • Strengthen local knowledge, skills and resources

  • Have sustainable, measurable outcomes

  • Support one of the six areas of focus

ROTARY CLUB OF SAN BERNARDINO


Three grant types3

Three Grant Types

  • Pre-designed projects undertaken with Rotary’s strategic partners

  • Allow for club and district participation

  • Support the areas of focus

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Highly leveraged funding

Highly Leveraged Funding

  • Cash from the sponsoring club and district is matched 50% by TRF

  • DDF from the sponsoring club and district is matched 100% by TRF

  • Cash from the (receiving) host club and host district is matched 50% by TRF

  • DDF from the (receiving) host club and host district is matched 100% by TRF

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Highly leveraged funding1

Highly Leveraged Funding

ALL IN A SINGLE PROJECT

  • So, our club puts up some cash and DDF

  • Then our district adds cash and/or DDF

  • The host club adds more cash/DDF

  • The host district adds still more . . .

  • AND – TRF provides matches for all of that to fund the project.

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Highly leveraged funding2

Highly Leveraged Funding

PARTNERING WITH ANOTHER CLUB MULTIPLIES EVERYTHING EVEN FURTHER

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Areas of focus

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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Simplified processing

SIMPLIFIED PROCESSING

  • Applications are made on-line

  • On-line directories of projects needing funds and clubs with available money

  • Accountability and management stay local

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Vocational training teams

Vocational Training Teams

  • Districts can still run GSE programs

  • In addition, new Vocational Training Teams expand the concept and return to the vocational roots of GSE

    • Many Rotarians can join a team (instead of just one)

    • Builds capacity through teaching or learning vocational skills

    • Stays can extend over longer time frames

ROTARY CLUB OF SAN BERNARDINO


Why contribute

Why Contribute

Our communities need your continued support. By giving to the Annual [SHARE] Fund every year:

  • You can help build peace in our world.

  • You can be the book in a child’s hands.

  • You can help to alleviate poverty.

ROTARY CLUB OF SAN BERNARDINO


For more information

For More Information

  • Our club’s Rotary Foundation Chair is Phil Savage

  • Our district’s Rotary Foundation Director is Helene Kalfuss

  • Go to 5330rotarygrants.org for district information about FUTURE VISION

  • Go to www.Rotary.org

    • Search on “Future Vision”

ROTARY CLUB OF SAN BERNARDINO


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