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The Rotary Foundation & Future Vision Plan

President Elects Training 23 March 2012 PP June Jonet. The Rotary Foundation & Future Vision Plan. Session 6. Rotary Foundation. TRF & Future vision plan 2012 – by PP June jonet. Learning objectives. Identify the programs and activities of The Rotary Foundation.

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The Rotary Foundation & Future Vision Plan

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  1. President Elects Training 23 March 2012 PP June Jonet The Rotary Foundation & Future Vision Plan Session 6 Rotary Foundation TRF & Future vision plan 2012 – by PP June jonet

  2. Learning objectives • Identify the programs and activities of The Rotary Foundation. • Understand how to support Foundation programs. • Lead the club in establishing Foundation goals. • Understand the Future Vision Plan. Future vision plan 2011 – by PP June jonet

  3. Lesson aids • Let’s make this session more engaging… • Quick Quiz • Role play • Information giving, experiential sharing • If you have a difficult question or one that takes a long explaination, write your question and your email on the board, so that we can reply you later Future vision plan 2011 – by PP June jonet

  4. Visual Aids • As the TRF knowledge varies with audiences, this ppt is colour coded to help manage your expectations / understanding • Blue headers are basic info • Red headers are advance info or involves activity • Turquoise headers are about Future Vision plan Future vision plan 2011 – by PP June jonet

  5. POP QUIZ! • Annual Giving (EREY, PHF) • Permanent Fund • Rotary Ambassadorial Scholarship • Youth Exchange Programme • Foundation of Rotary Clubs (S) • Dollar to Dollar club funding • Matching Grants (DDF & DSG) • Donation to disaster relief • Rotary World Peace Fellowship • Volunteer service grants • Club leadership plan • Annual programs Fund SHARE • District Dues • Permanent Fund • ROTAFOM • Group Study Exchange • Polio Plus • Future Vision Plan • club’s bursary fund • TRF Alumni • Club fees • SINDEX • 3-H grants • shelterbox Future vision plan 2011 – by PP June jonet Which of these fall under The Rotary Foundation?

  6. POP QUIZ! How many did you get right? Future vision plan 2011 – by PP June jonet Which of these fall under The Rotary Foundation?

  7. POP QUIZ! 10min mark Annual Giving (EREY, PHF) Permanent Fund Rotary Ambassadorial Scholarship Group Study Exchange Polio Plus Future Vision Plan Matching Grants (DDF & DSG) Alumni Rotary World Peace Fellowship Volunteer service grants 3-H grants Annual programs Fund SHARE Future vision plan 2011 – by PP June jonet Which of these fall under The Rotary Foundation?

  8. The Foundation’s Motto and 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. Future vision plan 2011 – by PP June jonet

  9. Doing good in the world… 15min mark Future vision plan 2011 – by PP June jonet Has your club recently embarked on any TRF projects mentioned?

  10. Growth of the Foundation 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 2010 Pilot phase of FVP with 100 districts 2013 Full implenation of FVP Future vision plan 2011 – by PP June jonet

  11. 2012-13 District TRF committee • Chair - PDG David Tong • Rotary Alumni- PDG Lim Hock Teck • Annual Giving - PDG Edward Burongoh • Permanent Fund - PDG Chris Chen   • Grants - PP K.B. Lee   • Scholarship - PDG John Cheah   • Future Vision Plan - PP June Jonet • Group Study Exchange - PP John Ng Future vision plan 2011 – by PP June jonet

  12. Role of the committee 20min mark • Resource for helping to achieve Foundation goals • Educates Rotarians about The Rotary Foundation • Develops plans to support the Foundation through financial contributions and club participation in Foundation programs Future vision plan 2011 – by PP June jonet

  13. Need more info at District assembly? Information on TRF are given out at: • 23 March 2012 Friday 1045-1145 am at RLI part 1 on basic knowledge of TRF • 23 March 2012 Friday 11am -12 noon at PETs on basic knowledge of TRF • 23 March 2012 Friday 225pm – 3pm at RLI part 2 on how your $$$ work manyfold (Annual giving, Share system, Matching grants strategy, Future vision plan) • 24 March 2012 Saturday 1145am at DA on matching grants & the Future vision model (practical session on filling up forms & new info on FV plan) Future vision plan 2011 – by PP June jonet

  14. Rotary Foundation funding 25min mark RotarianContributions TRF Program Funding Future vision plan 2011 – by PP June jonet

  15. Rotary Foundation funding 25min mark RotarianContributions TRF Program Funding District Designated Fund(DDF) World Fund Investment Earnings Future vision plan 2011 – by PP June jonet

  16. Rotary Foundation funding 25min mark RotarianContributions TRF Program Funding District Designated Fund(DDF) SHARE World Fund Investment Earnings Future vision plan 2011 – by PP June jonet

  17. Rotary Foundation funding 25min mark RotarianContributions TRF Program Funding District Designated Fund(DDF) SHARE World Fund Investment Earnings Future vision plan 2011 – by PP June jonet

  18. Annual Programs Fund Nothing changes here. Your EREY & PHF contributions After 3 years, 50% goes to world fund, 50% goes to your DDF Funds & Grant Models Future vision plan 2011 – by PP June jonet

  19. Sample Grant model in comparison Grant Terminology District Simplified Grants Matching Grants = District Grants = Global Grants The matching ratio for Global Grants is still the same For cash/restricted PHF its $0.5:$1 and $1:$1 for DDF Future vision plan 2011 – by PP June jonet

  20. Sample Grant model in comparison Grant Terminology Packaged Matching Grants from World Fund Packaged global grants are predesigned projects with TRF strategic partners Future vision plan 2011 – by PP June jonet

  21. Rotary Foundation funding 30min mark • District Raises $100,000 in 2002-03$100,000 divided into 2 Parts: • District Designated Fund (DDF): 50% or $50,000 • World Fund (WF): $50% or $50,000• Determined by District Officers via SHARE FormsSpending on DDF Three Years Later•Spending of World Fund Determined by Trustees of The Rotary Foundation•Contribute - Allocate - Select - Spend Future vision plan 2011 – by PP June jonet

  22. Rotary Foundation funding 30min mark • Ambassadorial Scholarships funds USD24,000 per scholar per year. • GSE programs receive USD11,000 • Grants for university teachers (USD24,000 for a professor to teach for 6-10 months in a developing country • Matching grants (usd 5,000-25,000) • Competitive grants (usd25,001-150,000) Future vision plan 2011 – by PP June jonet

  23. President Elects Training 23 March 2012 PP June Jonet The Rotary Foundation & Future Vision Plan Session 6 Rotary Foundation Future Vision Plan TRF & Future vision plan 2012 – by PP June jonet

  24. Objectives of Future Vision Future vision plan 2011 – by PP June jonet • Strengthen impact of club projects • Sharpen focus of overall grants activity • Transfer more decision-making locally • Partner with other organizations • Simplify the Foundation grants process • Increase visibility and image

  25. Objectives: 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 Future vision plan 2011 – by PP June jonet 6C.7

  26. Transfer Decision-making Locally Future vision plan 2011 – by PP June jonet District- and club-level committees direct use of District Grant funds Districts continue to direct use of DDF to obtain matching funds from the Foundation

  27. Partnerships Packaged global grants are predesigned projects with TRF strategic partners http://www.rotary.org/en/Members/RunningADistrict/FutureVisionPilotProgram/Pages/fv_packaged_global_grants.aspx Future vision plan 2011 – by PP June jonet Strategic partnerships with NGOs and corporations will enhance Rotary’s capability to address urgent world needs.

  28. Simplify and Expedite Grants Future vision plan 2011 – by PP June jonet Rotarians will easily understand and navigate grant options. Rotarians will enjoy faster grant payment processing

  29. Increase Visibility and Image Rotary will become increasingly recognized as a premier foundation, which will in turn help increase Rotary membership, donations, and grant activity. Future vision plan 2011 – by PP June jonet

  30. Funds & Grant Models Annual Programs Fund Nothing changes here. Your EREY & PHF contributions After 3 years, 50% goes to world fund, 50% goes to your DDF Future vision plan 2011 – by PP June jonet

  31. Sample Grant model in comparison Grant Terminology District Simplified Grants Matching Grants = District Grants = Global Grants DSG used to be 20% of DDF, but under Future vision, it will be increased to 50% of DDF District Grants given in a single block Future vision plan 2011 – by PP June jonet

  32. Sample Grant model in comparison Grant Terminology District Simplified Grants Matching Grants = District Grants = Global Grants The matching ratio for Global Grants is still the same For cash/restricted PHF its $0.5:$1 and $1:$1 for DDF Future vision plan 2011 – by PP June jonet

  33. Sample Grant model in comparison Grant Terminology Packaged Matching Grants from World Fund Packaged global grants are predesigned projects with TRF strategic partners Future vision plan 2011 – by PP June jonet

  34. Examples of District Grants Donate art supplies Fund volunteer travel Send a ShelterBox to a disaster area Future vision plan 2011 – by PP June jonet

  35. District Grants: Sample Activities Future vision plan 2011 – by PP June jonet Exchange of mixed professional vocational training teams with another district International travel for local doctor to volunteer at a clinic Scholarship for student to attend local or international university Art supplies to assist youth after-school program a hygiene-education program for primary school students Sending ShelterBox containers in responseto natural disasters in other districts cultural exchange with musicians from Venezuela.

  36. District Structure District Rotary Foundation Committee Chair PolioPlus Subcommittee Grants Subcommittee Fundraising Subcommittee Future vision plan 2011 – by PP June jonet

  37. Challenges for our district … IMHO ;p Future vision plan 2011 – by PP June jonet Our district comprises of Singapore, East Malaysia, South Malaysia and Brunei – each with different economic growth, social problems, financial contributions etc – thus creating differing views on solutions eg on VTT, scholarship, etc We need to be properly trained in the new streamlined forms and processes. Unfortunately, our double edged sword is that we have many towkays and big chiefs Strategy on allocation of district grants

  38. Need more info at District assembly? Information on TRF are given out at: • 23 March 2012 Friday 1045-1145 am at RLI part 1 on basic knowledge of TRF • 23 March 2012 Friday 11am -12 noon at PETs on basic knowledge of TRF • 23 March 2012 Friday 225pm – 3pm at RLI part 2 on how your $$$ work manyfolds (Annual giving, Share system, Matching grants strategy, Future vision plan) • 24 March 2012 Saturday 1145am at DA on matching grants & the Future vision model (practical session on filling up forms & new info on FV plan) Future vision plan 2011 – by PP June jonet

  39. A Foundation for the Future To learn more visit: www.rotary.org/futurevision To ask a question e-mail: newgrantspilot@rotary.org

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