district 7610 foundation seminar
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Mentor Training – 27 February 2010. Future Vision Overview Sandy Duckworth & Travis White, Future Vision Co-Chairs. District 7610 Foundation Seminar. The Rotary Foundation Mission. Advance world understanding , goodwill , and peace through the improvement of health , - PowerPoint PPT PresentationTRANSCRIPT
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1Global Grants Slide 1
Mentor Training – 27 February 2010District 7610 Foundation Seminar
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The Rotary Foundation Mission
Advance world understanding, goodwill, and peace through the
– improvement of health,
– support of education and
– alleviation of poverty
Slide 2Overview
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4,500
4,000
3,500
3,000
2,500
2,000
1,500
1,000
500
0
Num
ber
of G
rant
s A
war
ded
4,160
Comparative Analysis
Habitat For Humanity
$100 M
$100,000
1,000
Conrad Hilton
$100 M
$500,000
MacArthur Foundation
$260 M
$520,000
500
Lions International
$38.5 M
$72,000
The Rotary Foundation
$100 MAnnual Budget:
Average Award:
535
$12,500
180
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Concepts• Simplify Foundation programs and
processes consistent with TRF mission
• Focus Rotarian service efforts
to increase global impact
• Two ways to do grants
• Increase sense of ownership & stewardship for district & club
• Sustainability – Areas of focus
• Enhance Rotary’s public image
Overview Slide 4
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Areas of Focus
Peace and Conflict Resolution/Prevention
• Disease Prevention and Treatment
• Water and Sanitation
• Maternal and Child Health
• Basic Education and Literacy
• Economic and Community Development
Slide 5Overview
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What’s New? Current Model
Future Vision
• Six Focus Areas
• Programs– Matching Grants
– District Simplified Grants
– Ambassadorial Scholars
– Group Study Exchange
– Disaster Relief
– Alumni
– Rotary Peace Centers
Slide 6overview
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• District Grants
• Global Grants
• Packaged Grants
New Grant Model
Slide 7Overview
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District Grants• Single annual “block” grant
• Educational & Humanitarian projects/activities consistent with mission
• Club Spending Plan required
• Simple, flexible, innovative with smaller activities & projects
• Fund Local or international
• Local decision making with broader guidelines
• Can include local or international projects and scholarships &/or GSE
• Tied to Six Areas of Focus
Slide 8Overview
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Global Grants
Slide 9Overview
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Scholarships2013-2014
• District Grants– No match by TRF– No restrictions on the location,
length of study, area of study or level (undergraduate or graduate)
– District determines criteria, process & award amount
• Global Grants– TRF - must be minimum of $30,000– Field of study must be within the 6 areas of focus– Graduate level; one to four years; must study abroad– Possibly bundled with a humanitarian project with a total of
scholarship & project of $30,000– Peace Scholarships funded by TRF
Overview Slide 10
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Vocational Training Teams 2013-2014
• District Grants– No match by TRF– Old “Group Study Exchange”
Concept
• Global Grants– TRF match – must meet $30,000 minimum– Need to provide or receive training– Field of training must be within 6 areas of focus– Possibly bundled with a humanitarian project and
or a scholarship– Minimum of 1 Rotarian and 3 non-Rotarians but
there is no maximum team size– Additional Rotarians may participate
Overview Slide 11
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Quick Comparison
District Grants• Application process with
the District
• Can be international or community (local)
• Partnerships encouraged
• No TRF match
• No Paul Harris credit
• Clubs must qualify
• Smaller projects
Global Grants• Application process with
The Rotary Foundation
• Must be international
• Partner required
• Min $15,000 to qualify
• TRF match
• Paul Harris credit
• Clubs must qualify
• Bigger projects
Overview Slide 12
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13Global Grants Slide 13
Mentor Training – 27 February 2010How does the Money Flow?
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Spending Funds
Overview Slide 14
• District Grants– Funds sent to the District– District decides how to spend
dollars– Local application process and
reporting
• Global Grants– Funds stay at TRF– District approves use of the DDF– 2 step application process-with prior
District approval – TRF to approve the Global grant
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D7610 Foundation Donation Flow
$
$435,544 in 2010-11 – DG Ron Marion
$217,772
$DG Jon Allan 2011-12
DG Steve Cook 2012-13
DG Juanita Cawley 2013-14
50% to World Fund
50% to District Designated Fund
$217,772
At least ½ to Global Grants
$108.886$108,886
Up to ½ to District Grants(No TRF Match)
Matches 1:1 DDF $and 50% of cash $
Slide 15Overview
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Current Rotary Foundation – District 76102010-11Total Giving $435,544 >> for 2013-14
DSG District DDF Total District DDF World Fund
$43,500 $174,272 $217,772 $217,772
Club Projects Scholars Matching Grants Matching Grants
Matching Grants Add’l GSE GSE
District Grant District Global Fund DDF
World Fund
Up to $108,886 $108,886 or more $217,772
Projects < $30,000 Projects $15,000 min Projects $15,000 min
GSE VTT $15,000 min VTT $15,000 min
Scholars Scholars $15,000 min Scholars $15,000 min
Future Vision Rotary Foundation – District 76102010-11Total Giving $435,544 >> for 2013-14
Spending Funds
Slide 16Overview
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District Spending of DDF2013-2014
• District Grants– District Scholars - TBD– $ per grant based on District criteria
• Partnerships encouraged• Community projects• International projects• Sustainable
• Global Grants– District-sponsored projects (up to $15,000 DDF) – TRF $ per club per project (1:2 match)– DDF $ per club project (TBD per grant)– Outbound Scholars - 2
Overview Slide 17
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Preparing for 2013-14
• Align activities with areas of focus
• Plan for grant management workshop attendance & qualification
• Use webinars & resource materials
• Remain up-to-date on emerging requirements
• Appoint club 2013-14 TRF Committee
• Develop Spending Plan working with district
• Implement Future Vision – July 2013
Slide 18Overview
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Training Plan 2012-13• Subscribe to monthly FV e-newsletter
• Read “Transition to Future Vision: Preparing Your Club for Rotary Foundation Grants in 2013”
• Review grant information in general training manuals on www.rotary.org
• All training manuals fully integrated
• Training provided during following meetings:
- Foundation Seminar, September 8, 2012
- Grant Management Workshops
- District Team Training, March 23, 2013
- Club Leadership Training Seminar (a.k.a. District Assembly), May 18, 2013
Slide 19Overview
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Grant Management Workshop Schedules
• October 6 – Piedmont Area – Martin & Horn General contractors, Charlottesville
• October 20 – Middle Peninsular/No Neck Area Rappahannock CC, Glenns, VA
• November 10 – Northern Tier NOVA Area – Hilton Washington Dulles Hilton, Herndon
• December 1 – Central & Southern NOVA Area Goodwin House, Bailey’s Crossroads
• December 15 – Fredericksburg/Stafford/Prince William Area – location TBA
Slide 20Overview
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Grant Workshop Goals & Objectives
• Understand Club Qualification & MOU
• Understand types & how to apply for all grants
• Understand Grants spending plan
• Know Tools to Create an Effective Application in Focus Areas
• Understand Appropriate Use of Funds & Record Keeping
• Learn How to Choose a Level of Involvement
• Manage the Matching Grants Process
• Understand Proper and Timely Reporting Slide 21Overview
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Timeline to Future Vision
• Phase I: July thru December 2012– “Create Awareness and Take Action”
– Educate/Train/Qualify the Clubs
– Form the District Rotary Foundation Committee
• Phase II: January - June 2013– Club input to District Spending Plan Deadline
March 15, 2013
– District Spending Plan Deadline May 15, 2013
– Qualified clubs begin Global Grant process after January, 2013
• July 2013 >>> Future Vision is NOW Slide 22Overview
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Keys to Success• Motivation to accept change
• Importance of Six Areas of Focus
• Need to support TRF Mission
• Grants workshop requirement
• District & TRF MOU requirements
• Processes & grants handled on-line
• Treasurer & separate fund to handle grant dollars at the District level
Overview Slide 23
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Questions?
Questions
Slide 24Overview