Z34 Rotary Foundation Seminar 06-04-12

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Rotary Zone 34 Foundation Seminar on the Future Vision Plan. RRFC Brent Williams

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<ul><li> 1. THED. Brent WilliamsROTARY Zone 34 Regional Rotary Foundation CoordinatorFOUNDATION Governor 2006-2007Rotary International District 6970</li></ul><p> 2. THE MARCY ULLOMROTARY Rotary CoordinatorFOUNDATIONZone 34 Rotary International District 6990 Governor 2008-2009 3. THE Carlos GiraldoROTARYRotary Public Image CoordinatorFOUNDATIONZone 34 Rotary International District 6980 Governor 2008-2009 4. D. Brent WilliamsCarlos Giraldo MARCY ULLOM 5. D. Brent WilliamsCarlos Giraldo MARCY ULLOM 6. D. Brent WilliamsCarlos Giraldo MARCY ULLOM 7. C 8. TheRotary FoundationBill GriffinLee PharesAssistant RRFC, Zone Assistant RRFC, Zone 3434 District 6970 Keenan Kern District 6990Russ MillerAssistant RRFC, Zone34 District 6920 Assistant RRFC, Zone 34 District 6950 9. THE ROTARY FOUNDATION Debra LoweAnnual Giving Officer, TRF Major Gifts Officer,TRF 10. THE Peter DebergeROTARYFOUNDATION 11. THE Bill WoulfinROTARY DRFC Chair 6900 Zone 34FOUNDATION Rotary International District 6900 Governor 2007-2008 12. THE Bill GriffinROTARY DRFC Chair 6970FOUNDATION Zone 34 Rotary International District 6970 Governor 2008-2009 13. The Rotary FoundationFuture Vision 14. The Rotary Foundation Future Vision Not as cataclysmic as portrayed Keep simple mission unchanged More local control and also responsibility Read, talk to Pilot Districts, identify key issues Calendar impact 15. Historical Total Giving $400,000DSG District DDF World Fund $40,000$160,000 $200,000Club Projects Amb Scholar Matching Grants Matching Grants GSEFuture VisionTotal Giving $400,000District Grant Global Fund DDF World Fund$100,000 $100,000$200,000Projects &lt; $30,000 Projects &gt; $30,000 Projects &gt; $30,000 Local ScholarsVTT VTTGSEScholarsScholars 16. Foundation Donation Flow$$400,000 in 2010 201120122013$200,000$$200,000 50% to District Designated Fund50% to World Fund$100,000 $100,000 Matches 1:1 DDF $Up to to At least toand 50% of cash $District GrantsGlobal Grants 17. New Grant Model District Grants Global Grants 18. Areas of Focus Water and Sanitation Disease Prevention and Treatment Maternal and Child Health Basic Education and Literacy Economic and Community Development Peace and Conflict Prevention/Resolution 19. District Grants Single annual block grant Spending Plan Local projects no minimum Local or international Local decision making/flexibility Can include Scholars &amp;/or GSE Not tied to Six Areas of Focus 20. Global Grants Humanitarian Work (&gt; $30,000) Vocational Training Team (VTT) Scholars Packaged Grants Address Six Areas of Focus Must show local community buy in Must show sustainability!! Proposal/Application 21. Global Grants Scholars Post-graduate work Can be for more than one year Global Grant application must begreater than $30,000 Six Areas of Focus Must show how education will furthermission of TRF Award decision by TRF Logistics up to Club/District 22. Global Grants Vocational Training Teams Have a mission, often skill orknowledge transfer Can have more than one Rotarian Does not require 30 days More than one trip allowed Must address one or more of SixAreas of Focus Must show sustainability!! Logistics up to Club/District 23. THE Bill GriffinROTARY DRFC Chair 6970FOUNDATION Zone 34 Rotary International District 6970 Governor 2008-2009 24. Preparation Steps - District Establish work teams to address: District Structure Requirements Club Education Development District Grant Process, Expectations and Changes Global Grant Process, Expectations and Changes Scholar Process Restructure VTT vs GSE Understanding Structure and Fundamental Changes 25. Preparation Steps - District Comprehend District MOU Establish Stewardship/Audit Committee Establish District Financial Management Plan andRequirements Understand District Qualification Process 26. Preparation Steps - District Establish District Calendar of Events Create Robust District Foundation Website Develop Club Education Plan 27. Preparation Steps - District Establish District Grant application process (forms, review and decision committee) Establish calendar for District Grant applications andawards Become familiar with District Grant spending planrequirements and final reporting requirements Establish method of storing District Grant completedreports and receipts 28. Preparation Steps - District Understand Scholar program and changes Identify key stakeholders in past Scholar program focus on this group with new Scholar program Determine how you want to address scholars understand programs do you want to continue Ambassadorial Scholar type program do you want to consider domestic scholar options 29. Preparation Steps - District Understand difference between GSE and VTT Identify key GSE stakeholders and engage Determine desire for GSE look alike Understand Vocational Training Teams Club driven Connection potential to Service Projects 30. Preparation Steps - District Understand principles of sustainability Importance of community needs assessment Understand principles of community buy in Become familiar with Global Grant on-lineapplication process 31. Preparation Steps - District Comprehend Club MOU Develop Grant Management Seminar Present requirements for clubs to qualify for grants Signed Club Memorandum of Understanding Grant Management Seminar attendance Any other District requirements 32. Preparation Steps - District Present revisions to clubs, with lead time for newcalendar Calendar changes are significant Creates higher degree of year to year coordinationand move away from my year projects Revise District Foundation website to support clubs 33. Preparation Steps - Club Comprehend Club MOU Terms of qualifications Club leadership responsibilities Financial management/stewardship Document retention (reports and receipts) Signature of president and president-elect Submitted annually 34. Preparation Steps - Club Understand requirements for clubs to qualifyfor grants Signed Club Memorandum of Understanding Grant Management Seminar attendance Any other District requirements Understand project development process tomeet grant application calendar 35. Preparation Steps - Club Understand Global vs. District Grant Global &gt; $30,000 Understand Sustainability andMeasurability Understand application process 36. Future VisionA New VocabularyRevised Concepts and Ways 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 37. Global Projects (2010-2012) Marietta (3) Economic Devel. $49,500 Marietta Metro (2)Water$56,100 Vinings (13) Mobile Health $57,625 Atlanta West End Sanitation$30,000 East Cobb (3) Education $31,000 Clayton Water $30,000 Peachtree City (3) Literacy $34,400 38. Global Projects (2010-2012) Roswell Child Health $48,166 Buckhead (1) Disease Prev. $34,460 Emory Druid Hills Water$62,250 Dunwoody (2) Water (2) $61,589 Atlanta Education$50,000 Newnan Literacy $ 1,000 Thomasville Child Health$30,000 39. Global Projects (2010-2012) Griffin Economic,Water $32,650 N. Columbus Health $30,000 District Global Scholar$30,000 Multiple clubs Health$52,500 Gainesville Global Scholar $73,375 40. Global Projects (2010-2012) Bartram Trail Water/Sanitation $35,000 Orange Park Sunrise Water/Sanitation/School Aids $37,550 Daytona Beach West Education/Economic Development $36,100 41. District Projects (2010-2012) Local grants (141)/(43) Range $1,000 - $25,000/ $600 - $50,000 Local Scholars International/Domestic Disaster Recovery Local/International GSE teams (2) Over $400,000/$275,000 42. TheRotary Foundation 43. The Rotary Foundation Bill Griffin Abby McNearRRFC Chair District 6970Manager,Pilot Operations Department Bill WoulfinJames RobinsonFuture Vision Pilot RRFC ChairOperations District 6900 44. THEJames RobinsonROTARYFOUNDATION Future Vision Pilot Operations Division ManagerThe Rotary Foundation 45. Successes Greater focus; better project design Surpassing minimum threshold Rolling application process More innovation and collaboration 46. For the months ended March 2010, 2011 &amp; 2012 FY10-11 Pilot Increase: 15.0% Non-pilot district increase: 9.6% FY11-12 Pilot Increase: 7.6% Non pilot district increase: 6.5% 47. 2012 InternationalAssembly LPlateau2012 RRFC Institute E A RPETS, District meetings N Steep acceleration I N2012 InternationalGSlow beginningConvention workshops TIMEFuture Vision Trainers 48. 2012 GETS &amp;Rotary Institutes 2013 International LPlateauAssembly E A 2013 PETS and district R N Steep accelerationmeetings I N 2013 International GSlow beginningConvention TIME 1 July 2013GO! 49. THEAbby McNearROTARY Manager, Pilot Operations DepartmentFOUNDATION Program Officer, District Grants &amp; Global Grants 50. Areas of Focus Water and Sanitation Disease Prevention and Treatment Maternal and Child Health Basic Education and Literacy Economic and Community Development Peace and Conflict Prevention/Resolution 51. Area of Focus Policy Statements Approved by Trustees in March 2012 Clarifies how TRF reviews GG applications More detail on scholarships Biggest changes are in disease prevention &amp;treatment May 2012 Future Vision News has link 52. Area of Focus &amp; ScholarshipsIntended for career-minded professionalsTRF reviews:Applicants prior work experience within A of FAcademic program alignment with A of FApplicants career plans related to A of F 53. Rotary Scholar ExamplesEligible or Ineligible? Architecture studies, career rebuilding/renovatinghousing in Bosnia (PCPR) International relations studies, career in US StateDepartment (PCPR) MBA, career helping minorities access financial servicesin US inner-city environment (ECD) International marketing degree, career in marketing(ECD) 54. Disease Prevention &amp; Treatment Emphasis on health promotion in addition to disease Equipment purchases Medical missions/surgeries 55. Developing Sustainable Projects Sustainability means different things to different organizations. For The Rotary Foundation, sustainability means providing solutions to community needs, ensuring that the benefiting community can maintain the activities after grant funding ends. Global grant projects must be sustainable and display the following characteristics: CommunityMaterials/Monitoring/ Funding KnowledgeMotivation Needs Technology Evaluation Provide training,Have localPurchase Provide incentives education, and sponsors conductequipment and for beneficiariesConfirm localcommunity a thorough new technology and projectDevelop clear and funding sourceoutreach toassessment of the from local sources, participants tomeasurableto provide strengthencommunitys needswhen possible.continue ongoing project objectives,long-term beneficiaries to identify aEnsure sparesupport. Identifyand identify operation,capacity to meetneed that sponsorsparts are readily personnel willingmethods formaintenance,project objectives.are able to available.to lead beneficiariescollecting projectrepair, and Confirm thatsupport and thatInvolve community to sustain projectdata. Establish project longevity.recipients have ameets beneficiariesmembers whenoutcomes.baseline data forCompensate plan to transfer needs and fitsselecting Prepare theevaluation capable project participants knowledge to newtheir values and technology orcommunity to of demonstrating appropriatelybeneficiaries. culture. Involve equipment, andassume ownershipsignificant change for their work toCollaborate withmultiple communitytrain them to of the project for at least threeensure continuity local agencies/ partners in the operate, maintain,once global grant years.of services. organizations to planning process.and repair it onfunds are fullysupply expertise,their own.expended. as needed. ImplementationPlanning Reporting Global Grant Timeline 56. TheRotary Foundation 57. TheRotary FoundationBill GriffinLee PharesAssistant RRFC, Zone Assistant RRFC, Zone 3434 District 6970Kenan Kern District 6990Russ MillerAssistant RRFC, Zone34 District 6920 Assistant RRFC, Zone 34 District 6950 58. THE Peter DeBergeROTARYFOUNDATION 59. THERobert HallROTARYZone 34 End Polio Now CoordinatorFOUNDATION Rotary International District 6900 Governor 2001-2002 60. Polio Eradication is our legacy &amp; so are they 61. Rotarys #1 PriorityKeeping our promise isKey to our MembershipKey to our Brand 62. Rotary Chose This Fight 63. No New Global Project untilPolio Eradication isCompleted 64. Committed to aPolio-Free World 65. IndiaPolio virus transmission interrupted as of 25 Feb 2012 66. We Made a Difference! 67. Nigeria95% reduction in polio cases from2009 to 2010 68. AfghanistanAccessing difficult areas 69. PakistanImproving surveillanceRenewing commitment 70. Where are we today?Only 3 countries where the wild polio virus has not been interrupted.Pakistan - Afghanistan - NigeriaYear to date Worldwide:64 Cases June 2, 2012 181 Cases June 2, 2011650 Cases in 2011 1352 cases in 2010 71. ROTARYS CHALLENGE NOWTO REMAIN FOCUSED ON OUR GOALOF WORLDWIDE POLIOERADICATION. 72. What can we Rotarians do? Create public awareness and encouragesupport from government and private sectordonors Financial support give if you have not given Tell our children Encourage and support Rotarians in polioaffected and high-risk countries Highlight the need for strong surveillance Promote routine immunization 73. THESE MEN AGREE, WE MUST 74. Please Join Us for theRotary International Convention in Beautiful Lisboa, Portugal June 23 - 26, 2013 75. THE Peter DoetschmanROTARY Planned Giving OfficerFOUNDATION The Rotary Foundation 76. Major and Planned Gifts2012 Regional Rotary Foundation Coordinator Institute 87 77. Identify Cultivate SolicitThank 2012 Regional Rotary Foundation Coordinator Institute 88 78. Gifts that benefit The Rotary FoundationsPermanent Fund after the donors death Testamentary Gift Options: Benefactor Bequest Society Making a gift of Life Insurance 2012 Regional Rotary Foundation Coordinator Institute 89 79. A Benefactor is an individual or couple that hasmade a provision in their estate plan, or made anoutright gift of $1,000 to the Permanent Fund. 2012 Regional Rotary Foundation Coordinator Institute 90 80. A Bequest Societymember is an individual or couple that has made a provision in their estate plan to gift a minimum$10,000 to TRF.2012 Regional Rotary Foundation Coordinator Institute 91 81. Charitable Gift Annuity Deferred Charitable Gift Annuity Charitable Remainder Trust2012 Regional Rotary Foundation Coordinator Institute 92 82. US$100,000: One Area of Focus via Global Grants US$250,000: One Area of Focus + districtdesignation US$500,000: One Area of Focus and geographicregion US$1,000,000+: Tailored to match donor interest CULTIVATE ASK 2012 Regional Rotary Foundation Coordinator Institute 93 83. Major Gift Ini...</p>