the rotary foundation’s future vision plan

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Slide 1 The Rotary Foundation’s Future Vision Plan Preparing for the Foundation’s Second Century of Service 05/10/22

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The Rotary Foundation’s Future Vision Plan. Preparing for the Foundation’s Second Century of Service 8/8/2014. Major Initiatives. Why the Future Vision Plan?. Preparing for the Rotary Foundation Centennial Immense growth Relevance in philanthropic world Evolving organization - PowerPoint PPT Presentation

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Page 1: The Rotary Foundation’s Future Vision Plan

Slide 1

The Rotary Foundation’sFuture Vision Plan

Preparing for the Foundation’s Second Century of Service

04/22/23

Page 2: The Rotary Foundation’s Future Vision Plan

Slide 2

Major Initiatives

Permanent Fund

US $1B

FutureVisionPlan

Every RotarianEvery YearAPF Goals

Rotary Centers Major Gifts

Initiative

Polio Eradication

Major Initiatives

Page 3: The Rotary Foundation’s Future Vision Plan

Slide 3

Why the Future Vision Plan?

• Preparing for the Rotary Foundation Centennial

• Immense growth • Relevance in philanthropic world• Evolving organization• Rotarian feedback• Sustainability, significance, simplification

Page 4: The Rotary Foundation’s Future Vision Plan

Slide 4

“2017 Vision”A Premier Foundation

• Polio eradicated• Inundation of requests for

strategic partnerships with NGOs and others

• Nobel Peace Prize awarded to Rotary or program alumnus

• Authority on critical issues (e.g., water)

• A top 50 foundation (high Charity Navigator rating)

• PF value = $800M• APF growth ~ $153M• Increased and diversified

giving• Fewer transactions,

reduced staff, efficient and effective

• All Rotarians, clubs, and districts active in fundraising and programs

Page 5: The Rotary Foundation’s Future Vision Plan

Slide 5

Rotarians’ Interests—Surveys & Focus Groups

• Simplify and focus program menu• Balance—global and local• Focus on significant and sustainable

outcomes• Increase sense of ownership—shifting

decisions locally• Be recognized as first-choice partner

for global projectsAligns with FV Priorities COL

Endorsed, April 2007

Page 6: The Rotary Foundation’s Future Vision Plan

Slide 6

Rotary Foundation Motto & Mission

Doing Good in the World

COL Endorsed, April 2007

…to enable Rotarians to advance world understanding, goodwill, and peace through the improvement of

health, the support of education, and the alleviation of poverty

Page 7: The Rotary Foundation’s Future Vision Plan

Slide 7

Goodwill and Peace 1. Peace and Conflict

Prevention/Resolution

Health2. Disease Prevention

and Treatment3. Water and Sanitation4. Maternal and Child

Health

Education5. Basic Education

and Literacy

Alleviation of Poverty6. Economic and

Community Development

Excerpts from Mission Areas of Focus

Page 8: The Rotary Foundation’s Future Vision Plan

Slide 8

Grant Names

A. Rotary Foundation District Grants

B. Rotary Foundation Global Grants

Page 9: The Rotary Foundation’s Future Vision Plan

Slide 9

District Grants

$ DDF

TRF Districts

Rotary Clubs

Individuals

Rotary Entities

Local /

International

Communities$

Coop Orgs/ NGOs

Page 10: The Rotary Foundation’s Future Vision Plan

Slide 10

District Grants

• Simple, flexible, innovative• Educational and humanitarian

projects / activities consistent with mission

• Smaller activities and projects• Local decision making with broader

guidelines

Page 11: The Rotary Foundation’s Future Vision Plan

Slide 11

Global Grants

Areas of Focus

Grant Types ($)

Packaged Grants Club & District Grants

PeaceConflict

Prev. & Res.

Disease Prev.

Treatment

Water &Sanitation

Maternal & Child Health

Basic Ed& Literacy

EconomicComm. &

Dev

Page 12: The Rotary Foundation’s Future Vision Plan

Slide 12

Global Grants

• Long-term projects / activities achieving specific qualitative standards

• Rotarian participation• Larger grant awards• Sustainable outcomes• Educational and humanitarian related• International partnerships required

Page 13: The Rotary Foundation’s Future Vision Plan

Slide 13

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

Page 14: The Rotary Foundation’s Future Vision Plan

Slide 14

Transition Plan Summary by Current Program

District GrantsActivities currently funded by:

• Rotary Grants for University Teachers

• Ambassadorial Scholarships (cultural, multi-year, academic year)

• Group Study Exchange

• Regional Scholar Seminar Grants

• District Simplified Grants

• Smaller Matching Grants

• Volunteer Service Grants

• Disaster Recovery

Global GrantsActivities currently funded by:

• Academic-Year Ambassadorial Scholarships

• Group Study Exchange

• Larger Matching Grants

• 3-H Grants

• Rotary Centers for International Studies

Page 15: The Rotary Foundation’s Future Vision Plan

Slide 15

Examples of Activity

District Grants• Exchange of mixed profession

vocational training teams with another district

• International travel for local doctor to volunteer at a clinic

• Scholarship for student to attend local university for one semester

• Donation of art supplies to assist local youth after-school program

• Shelterbox containers sent in response to natural disaster in another district

Global Grants• International safe drinking water,

sanitation, and hygiene education project

• Sponsorship of Rotary Scholar to study abroad in a water environmental engineering master’s degree program

• International malaria project to distribute bed nets and malaria treatment in conjunction with area hospital

• Rotary GSE Team sent abroad to participate in 8-week workshop to learn teaching methods to address adult illiteracy

Page 16: The Rotary Foundation’s Future Vision Plan

Slide 16

Strategic Partnership ModelRI/Rotary Foundation

Foundation Areas of FocusGlobal Grants

Strategic Partnerships

Financial Resources•Direct to Foundation

•Parallel funding•Foundation gives to partner

Technical Expertise

Advocacy

Districts/ClubsFinancial and/or

Human Resources

Community

Page 17: The Rotary Foundation’s Future Vision Plan

Slide 17

Distributable FundsANNUAL PROGRAMS

FUND 50% 50%

District Designated

Fund

World Fund

SHARE

Global GrantsDistrict Grants

Other(Cash, DAF,

Permanent Fund)

50% (max) 50% (min)

Page 18: The Rotary Foundation’s Future Vision Plan

Slide 18

Funding AttributesDistrict Grants• Block grant• District administers• General TRF guidelines• Creativity and

accountability• Local and DDF funding

only• Up to 50% DDF- No min

or max $ limits

Global Grants• DDF, World Fund, cash

flow through, PF earnings, named gifts

• Larger awards (min. $15K) and project costs

• WF match of DDF, cash, and DAF

• Streamlined stewardship and accountability

Page 19: The Rotary Foundation’s Future Vision Plan

Slide 19

2011-12

22012-13

32008-092009-10

02010-11

1 fullrollout

2013-14

•Begin awarding new grants worldwide

•Phase out remaining programs

Planning & Preparation y

ryr yr

Timeline

•Communicate and promote to Rotary world

•Select, train & qualify up to 100 pilot districts

•Educate DGEs, DRFCs, RRFCs on new grant model

•Begin awarding grants to pilot districts

•Update on pilot to Trustees

•Last year for some program awards

•Continue awarding grants to pilot districts

•Evaluation reported to Trustees

•Final pilot evaluation to Trustees

•Continue awarding grants to pilot districts

•Final pilot evaluation

•Adjust grant model

•Qualify and train all districts

Page 20: The Rotary Foundation’s Future Vision Plan

Slide 20

Pilot Application & Training

• All districts worldwide invited to apply• District application process complete June

2009• Online process• Agreement of DG, DGE, DGN, DRFC• Agreement of ⅔ clubs in districts• Training within 2009-10 RI training cycle• Involves DGE, DRFC, RRFC

Page 21: The Rotary Foundation’s Future Vision Plan

Slide 21

Selecting Pilot Districts

• Diverse cross-section• Diverse grant activity (small and large)• Reporting and stewardship practices• Limited history of election / appointment

disputes• Effective committees• No probation / suspension

Page 22: The Rotary Foundation’s Future Vision Plan

Slide 22

Phase Out Plan• Operate two grants structures in parallel during

pilot• Six current award types available for last time

worldwide in 2010-11• Remaining old grant types available for last time

in 2012-13• Pilot districts close out old grants by end of

2013-14, first year of new structure globally• Non-pilot districts close out old grants by end of

2018-19, six years later.

Page 23: The Rotary Foundation’s Future Vision Plan

Slide 23

Opportunities & Challenges

Opportunities for Pilot Districts• Provide input into the refinement of new structure• Receive specialized Foundation support and service• Access to more funds for use at district’s discretion

Challenges for Pilot Districts• Agree to 3-year commitment with need for flexibility as

rules are defined and unanticipated issues arise—no withdrawal

• “Super-user” districts may have less access to funds for some international grant activities

Page 24: The Rotary Foundation’s Future Vision Plan

Slide 24

Closing

• Simplify, align outcomes, increase ownership, and provide resources to support the goals

• “Enable Rotarians to advance world understanding, goodwill, and peace” Rotary Foundation Mission Statement

• We stand at a moment of unequalled opportunity

Page 25: The Rotary Foundation’s Future Vision Plan

Slide 25

Thank You

www.rotary.org/futurevision

[email protected]