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Foundation Seminar
THE
                                         D. BRENT WILLIAMS
ROTARY       Zone 34 Regional Rotary Foundation Coordinator
FOUNDATION                              Governor 2006-2007
                           Rotary International District 6970
THE
                                                MARCY ULLOM
ROTARY
                                                Rotary Coordinator
FOUNDATION                                                 Zone 34
             Rotary International District 6990 Governor 2008-2009
THE
                                              CARLOS GIRALDO
ROTARY
                                Rotary Public Image Coordinator
FOUNDATION                                                 Zone 34
             Rotary International District 6980 Governor 2008-2009
D. BRENT WILLIAMS




CARLOS GIRALDO                       MARCY ULLOM
D. BRENT WILLIAMS




CARLOS GIRALDO                       MARCY ULLOM
D. BRENT WILLIAMS




CARLOS GIRALDO                       MARCY ULLOM
Foundation Seminar
Foundation Seminar
THE
                         ROTARY FOUNDATION




                                                                           Bill Griffin
                           Lee Phares
                                                                        Assistant RRFC, Zone
                       Assistant RRFC, Zone 34                             34 District 6970
 Keenan Kern                 District 6990
                                                    Russ Miller
Assistant RRFC, Zone
   34 District 6920                              Assistant RRFC, Zone
                                                    34 District 6950
THE
       ROTARY FOUNDATION




  Joanne Bertsche             Debra Lowe
Annual Giving Officer, TRF   Major Gifts Officer,
                                    TRF
Foundation Seminar
THE
             Peter Deberge
ROTARY
FOUNDATION
Foundation Seminar
THE                                            BILL WOULFIN

ROTARY                                         DRFC Chair 6900
                                                            Zone 34
FOUNDATION   Rotary International District 6900 Governor 2007-2008
THE
                                               Bill Griffin
ROTARY
FOUNDATION                                      DRFC Chair 6970
                                                            Zone 34
             Rotary International District 6970 Governor 2008-2009
The Rotary Foundation
    Future Vision
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
Historical
                       Total Giving $400,000
      DSG             District DDF                           World Fund
     $40,000            $160,000                               $200,000

  Club Projects       Amb Scholar                           Matching Grants

                     Matching Grants                             GSE


                            Future Vision
                        Total Giving $400,000
  District Grant                       Global Fund DDF         World Fund

    $100,000                               $100,000              $200,000

Projects < $30,000                     Projects > $30,000   Projects > $30,000

 Local Scholars                              VTT                   VTT

      GSE                                  Scholars              Scholars
Foundation Donation Flow
$     $400,000 in 2010


             2011           2012              2013




                         $200,000
                                               $           $200,000
       50% to District Designated Fund                 50% to World Fund


       $100,000               $100,000               Matches 1:1 DDF $
    Up to ½ to                At least ½ to          and 50% of cash $
    District Grants           Global Grants
New Grant Model

•   District Grants

•   Global Grants
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
District Grants
• Single annual ―block‖ grant

• Spending Plan

• Local projects no minimum

• Local or international

• Local decision making/flexibility

• Can include Scholars &/or GSE

• Not tied to Six Areas of Focus
Global Grants
•   Humanitarian Work (> $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
Global Grants – Scholars
• Post-graduate work
• Can be for more than one year
• Global Grant application – must be
  greater than $30,000

• Six Areas of Focus
• Must show how education will further
  mission of TRF
• Award decision by TRF
• Logistics up to Club/District
Global Grants – Vocational Training Teams

• Have a mission, often skill or
  knowledge transfer
• Can have more than one Rotarian
• Does not require 30 days
• More than one trip allowed
• Must address one or more of Six
  Areas of Focus
• Must show sustainability!!
• Logistics up to Club/District
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
Preparation Steps - District

• Comprehend District MOU

• Establish Stewardship/Audit Committee

• Establish District Financial Management Plan and
  Requirements

• Understand District Qualification Process
Preparation Steps - District

• Establish District Calendar of Events

• Create Robust District Foundation Website

• Develop Club Education Plan
Preparation Steps - District
• Establish District Grant application process
   – (forms, review and decision committee)

• Establish calendar for District Grant applications and
  awards

• Become familiar with District Grant spending plan
  requirements and final reporting requirements

• Establish method of storing District Grant completed
  reports and receipts
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
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
Preparation Steps - District
• Understand principles of sustainability

• Importance of community needs assessment

• Understand principles of community buy in

• Become familiar with Global Grant on-line
  application process
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
Preparation Steps - District
• Present revisions to clubs, with lead time for new
  calendar

• Calendar changes are significant

• Creates higher degree of year to year coordination
  and move away from ―my year‖ projects

• Revise District Foundation website to support clubs
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
Preparation Steps - Club
• Understand requirements for clubs to qualify
  for grants
  – Signed Club Memorandum of Understanding
  – Grant Management Seminar attendance
  – Any other District requirements


• Understand project development process to
  meet grant application calendar
Preparation Steps - Club
• Understand Global vs. District Grant
  – Global > $30,000


• Understand Sustainability and
  Measurability

• Understand application process
Future Vision
               A New Vocabulary
                Revised 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
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
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
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
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
• Multiple clubs Health        $52,500
• Gainesville Global Scholar   $73,375
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
THE
ROTARY FOUNDATION
THE
                              ROTARY FOUNDATION




                                             Bill Griffin
     ABBY MCNEAR
                                             RRFC Chair
                                             District 6970
          Manager,
Pilot Operations Department
                                                             BILL WOULFIN
                         JAMES ROBINSON
                       Future Vision Pilot                     RRFC Chair
                       Operations                              District 6900
THE
ROTARY          JAMES ROBINSON

FOUNDATION   Future Vision Pilot Operations
                         Division Manager
                    The Rotary Foundation
GLOBAL GRANTS
Successes
• Greater focus; better project design
• Surpassing minimum threshold
• Rolling application process
• More innovation and collaboration
COMPARISON OF FV DATA
CONTRIBUTION TRENDS
For the months ended March 2010, 2011 & 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%
PREPARING FOR LAUNCH
•2012 International
Assembly
                                                         Plateau
                             L
•2012 RRFC Institute         E
                             A
                             R
•PETS, District meetings     N            Steep acceleration

                             I
                             N
•2012 International          G       Slow beginning

Convention workshops
                                    TIME
•Future Vision Trainers
PREPARING FOR LAUNCH
• 2012 GETS &
  Rotary Institutes
• 2013 International       L                          Plateau


  Assembly                 E
                           A
• 2013 PETS and district   R
                           N           Steep acceleration
  meetings                 I
                           N
• 2013 International       G      Slow beginning


  Convention
                                 TIME
• 1 July 2013—GO!
Foundation Seminar
THE
                                        ABBY MCNEAR
ROTARY
                     Manager, Pilot Operations Department
FOUNDATION   Program Officer, District Grants & Global Grants
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
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 &
  treatment

• May 2012 Future Vision News has link
Area of Focus & Scholarships


Intended for career-minded professionals

TRF reviews:

• Applicant’s prior work experience within A of F
• Academic program alignment with A of F
• Applicant’s career plans related to A of F
Rotary Scholar Examples
          Eligible or Ineligible?
• Architecture studies, career rebuilding/renovating
  housing in Bosnia (PCPR)
• International relations studies, career in US State
  Department (PCPR)
• MBA, career helping minorities access financial services
  in US inner-city environment (ECD)
• International marketing degree, career in marketing
  (ECD)
Disease Prevention & Treatment
• Emphasis on health promotion in addition to disease

• Equipment purchases

• Medical missions/surgeries
•     Developing Sustainable Projects
     •   Sustainability means different things to different organizations. For The Rotary Foundation, sustainability means
         providing solutions to community needs,Funding that the benefiting community can maintain the activities after
   Community               Materials/              ensuring             Knowledge           Motivation
                                                                                                                  Monitoring/
     Needs
         grant funding ends. Global grant projects must be sustainable and display the following characteristics: Evaluation
                          Technology




                                                                      Provide training,
     Have local              Purchase                                                       Provide incentives
                                                                        education, and
 sponsors conduct         equipment and                                                       for beneficiaries
                                                 Confirm local            community
     a thorough          new technology                                                         and project        Develop clear and
                                                funding source            outreach to
assessment of the      from local sources,                                                     participants to         measurable
                                                   to provide             strengthen
community’s needs         when possible.                                                     continue ongoing      project objectives,
                                                   long-term             beneficiaries’
     to identify a         Ensure spare                                                       support. Identify       and identify
                                                   operation,         capacity to meet
need that sponsors       parts are readily                                                    personnel willing       methods for
                                                 maintenance,        project objectives.
      are able to            available.                                                    to lead beneficiaries    collecting project
                                                   repair, and           Confirm that
  support and that     Involve community                                                     to sustain project      data. Establish
                                              project longevity.      recipients have a
meets beneficiaries’     members when                                                            outcomes.          baseline data for
                                                 Compensate             plan to transfer
    needs and fits            selecting                                                         Prepare the        evaluation capable
                                              project participants   knowledge to new
  their values and        technology or                                                        community to         of demonstrating
                                                  appropriately          beneficiaries.
   culture. Involve      equipment, and                                                     assume ownership       significant change
                                                for their work to      Collaborate with
multiple community         train them to                                                       of the project       for at least three
                                               ensure continuity       local agencies/
   partners in the      operate, maintain,                                                   once global grant            years.
                                                   of services.       organizations to
 planning process.       and repair it on                                                      funds are fully
                                                                     supply expertise,
                             their own.                                                          expended.
                                                                          as needed.



    Planning                                                Implementation                                            Reporting


                                                        Global Grant Timeline
Foundation Seminar
THE
ROTARY FOUNDATION
Foundation Seminar
THE
                                            Robert Hall
ROTARY                       Zone 34 End Polio Now Coordinator
FOUNDATION   Rotary International District 6900 Governor 2001-2002
Polio Eradication is our
 legacy & so are they
Rotary’s #1 Priority
Keeping our promise is
Key to our Membership
   Key to our Brand
Rotary Chose This Fight
Foundation Seminar
No New Global Project until
    Polio Eradication is
        Completed
Committed to a
Polio-Free World
India

Polio virus transmission interrupted as of
                25 Feb 2012
We Made a Difference!
Nigeria
95% reduction in polio cases from
2009 to 2010
Afghanistan
Accessing difficult areas
Pakistan
Improving surveillance
Renewing commitment
Where are we today?
Only 3 countries where the wild polio
    virus has not been interrupted.
  Pakistan - Afghanistan - Nigeria

      Year to date Worldwide:
        64 Cases June 2, 2012
       181 Cases June 2, 2011

          650 Cases in 2011
         1352 cases in 2010
ROTARY’S CHALLENGE NOW




TO REMAIN FOCUSED ON OUR GOAL
      OF WORLDWIDE POLIO
          ERADICATION.
What can we Rotarians do?



• Create public awareness and encourage
  support from government and private sector
  donors
• Financial support – give if you have not given
• Tell our children
• Encourage and support Rotarians in polio
  affected and high-risk countries
• Highlight the need for strong surveillance
• Promote routine immunization
THESE MEN AGREE, WE MUST
Please Join Us for the
Rotary International Convention
  in Beautiful Lisboa, Portugal
        June 23 - 26, 2013
Foundation Seminar
THE
             PETER DOETSCHMAN
ROTARY        Planned Giving Officer
FOUNDATION    The Rotary Foundation
Major and Planned Gifts




    2012 Regional Rotary Foundation Coordinator Institute   83
Identify         Cultivate                                         Solicit




                                            Thank
           2012 Regional Rotary Foundation Coordinator Institute             84
• Gifts that benefit The Rotary Foundation’s
  Permanent Fund after the donor’s death

• Testamentary Gift Options:

   • Benefactor

   • Bequest Society

   • Making a gift of Life Insurance


               2012 Regional Rotary Foundation Coordinator Institute   85
• A Benefactor is an individual or couple that has
  made a provision in their estate plan, or made an
  outright gift of $1,000 to the Permanent Fund.




               2012 Regional Rotary Foundation Coordinator Institute   86
A Bequest Society
                          member 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   87
• Charitable Gift Annuity

• Deferred Charitable Gift Annuity

• Charitable Remainder Trust




                2012 Regional Rotary Foundation Coordinator Institute   88
• US$100,000: One Area of Focus via Global Grants

• US$250,000: One Area of Focus + district
  designation

• US$500,000: One Area of Focus and geographic
  region

• US$1,000,000+: Tailored to match donor interest

                    CULTIVATE                                           ASK
                2012 Regional Rotary Foundation Coordinator Institute         89
• Major Gift Initiative
    - US$95 million goal

• Endowed and Term Gifts

• Multiple Naming Opportunities




             2012 Regional Rotary Foundation Coordinator Institute   90
Arch C. Klumph                                    Bequest
                                  Society                      Major Donor      Society
US$1 Million +                 Foundation Circle                               Level Seven

$500,000 to $999,999              Chair’s Circle                                Level Six

$250,000 to $499,999            Trustee’s Circle                               Level Five

$100,000 to $249,999                                              Level Four   Level Four

$50,000 to $99,999                                               Level Three   Level Three

$25,000 to $49,999                                                Level Two    Level Two

$10,000 to $24,999                                                Level One    Level One


                       2012 Regional Rotary Foundation Coordinator Institute                 91
Annual Fund
 CULTIVATE                                      ASK

Major gifts
        CULTIVATE                                              ASK


Arch C. Klumph Society
                   CULTIVATE                                          ASK


              2012 Regional Rotary Foundation Coordinator Institute         92
• Debra Lowe
  Major Gifts Officer, Zone 34

• Joanne Bertsche
  Annual Giving Officer, Zones 33 and 34

• Peter Doetschman
  Planned Giving Officer




               2012 Regional Rotary Foundation Coordinator Institute   93
•   Lead by example
•   Work as a team
•   Educate
•   Ask
•   Thank



             2012 Regional Rotary Foundation Coordinator Institute   94
Foundation Seminar
THE
ROTARY         Steve Lyons
FOUNDATION   SHARE System Senior
                     Coordinator
SHARE
       How can our district spend the DDF?

PAST               PRESENT                   FUTURE
SHARE
             When do we start spending the district’s 2013-14 DDF?

JUL 2012       JAN 2013         JUL 2013 AUG 2013                     JUN 2014

2013-14    Submit Donation Forms
SHARE
  Kit            Complete Qualification

                      Begin Applying for District and Global Grants

                                            Receive
                                             Carry
                                            Forward
                                            Amount
SHARE
Where does the district’s unspent DDF from 2012-13 go?

   2012-13                                 2013-14
SHARE
       How can our district spend the DDF?

PAST               PRESENT                   FUTURE
Foundation Seminar
THE
ROTARY           CANDICE EMBLING

FOUNDATION   TRF Packaged Grants manager
                    The Rotary Foundation
Packaged Global Grants
         Overview
         Agenda
• What are packaged grants?
• Why does TRF offer packaged
  grants?
• What are the current packaged
  grant opportunities?
• How are packaged grants funded?
Grant Types in Future Vision




District Grants   Global Grants   Packaged Grants
Why Package?

• Demonstration projects
• Visibility/Promotion with other global organizations
• Involvement opportunity for clubs
  – with limited resources
  – with lack of familiarity with TRF
What are Strategic Partners?

•   NGOs, universities, corporations
•   Global scope of work
•   Expertise in an Area of Focus
•   Formal relationship to secure resources
•   Enhance Rotarians’ service opportunities
•   Lead to Packaged Grants
What are Packaged Grants?
• Opportunities for Rotary clubs and districts
• Pre-designed projects funded by the World
  Fund and the strategic partner, no DDF or
  cash required
• Can include scholarships, humanitarian
  projects, and vocational training
• Rotarians can focus their talents and
  energies on implementation
Developing Local Entrepreneurs: Oikocredit
 • Connection between local
   Rotary clubs and
   microfinance institutions
 • Training activities –
   humanitarian projects
 • Currently available in India,
   the Philippines, and Uruguay
 • Economic and Community
   Development Area of Focus
Nursing Scholarships/Training Health
    Educators: Aga Khan University


• Activities take place at 3 campuses:
  Kenya, Uganda, and Tanzania
• Scholarships and Vocational Training
  Teams (2 separate opportunities)
• Maternal and Child Health Area of Focus
Medical Service and Training:
Mercy Ships
• Activities related to the
  Africa Mercy
• Upcoming ports in Togo
  and Guinea
• Vocational Training
  Teams
• Disease Prevention and
  Treatment Area of Focus
Water Scholarships: UNESCO-IHE

• Scholars will study in
  the Netherlands
• Focus on building long-
  term connections in the
  student’s home country
• Water & Sanitation Area
  of Focus
Questions?
Foundation Seminar
THE                          Jeremy Hurst

ROTARY                    Governor 2013-2014
             Rotary International District 7020
FOUNDATION
Update on District 7020’s
Transition Plan for a Non - Pilot District
District 7020 – overview

• 2650± Rotarians
• 84 Clubs
• 10 Countries
• 16 Islands
• 3 languages
• 1300 Miles
• 1 day travel time
District 7020 – Challenges
• Diversity – Population, Economics, Socially, Language.
• Clubs with 10 to 100+ members.
• Small Islands to Substantial Countries
• Extreme Wealth to Dire Poverty
• Natural Disasters……..
                      Builds strength
                      and resilience.
District 7020 - Strengths

• CHALLENGES:
Logistical, Geographical,
Climatic, Organisational, Financial,

• OPPORTUNITIES:
To serve – need greater organisation,
communication and planning.

• STRENGTHS:
Strong Organisational structure, Cohesive Leadership Succession
Planning. Vibrant Clubs.

Dedicated, passionate Rotarians delivering great Rotary service.

• Dedicated to supporting The Rotary Foundation
District 7020 – TRF Support
• Annual Programs Fund
 2007/8 $332,854       2008/9 $161,320
 2009/10 $264,000      2010/11 $253,543
• 134 PHS Members since 2006 • 64 Major Donors
• PolioPlus Challenge - $382,693.79 raised to date
• Permanent Fund
• 138 Benefactors • 30 Bequest Society Members

• NIDs in India • GSE Teams
• Ambassadorial & Peace Scholarships
District 7020 – TRF Support
• Matching Grants $819,407 in 2009-10
                     $1,143,726 in 2010-11
• Competitive Matching Grants
                     $427,345 - 2009-2011
• Haiti Update
• Over $2.2m DAF leveraged to $6.5m
• More than 80 projects
• No funds used for Administration
• District 7020 donated $750k
• TRF 45 Matching Grants totaling $1.49m
• Coordinated over $18m of donated supplies


    “OUR FOUNDATION IS
     AN ESSENTIAL COMPONENT
     OF DISTRICT 7020 ROTARY”
District 7020 – Goals
 • Ensure success of existing TRF programmes whilst
 implementing Future Vision - in parallel.
 • Dedicate the necessary resources – but not to the
 detriment of current TRF programmes.
 • e.g., Haiti etc. - remain focused and effective.
 • Build general awareness - buy in - SELL BENEFITS.
 • Ramp up to & ensure Seamless Changeover - 7/1/13.
 • Future Vision Implementation Team/Plan/Structure.
Implementation

Preparing the way….

• Align activities with the areas of focus
• Develop relationship with pilot district
• Build district Rotary Foundation
  committee
• Stay updated on grant reporting
• Start planning for grant management
  training and qualification
• Use webinars and resource materials
Implementation
Demystify – what changes / stays same?
• New Grant Model
• Global Grants - District Grants (+ Packaged Grants)
• DDF allocation to Global and District Funds
• VTTs (no GSEs but better)
• Scholarships as Grants
• New way of doing TRF Business
• Needs Assessment • More local control
• Sustainability • Stewardship / Audit
• Measurability & Accountability
• Member Access as Gateway
• Seven Areas of Focus
Seven Areas of Focus

   Rum Tasting
   Peace and Conflict Resolution
   Disease Prevention and Treatment
   Water and Sanitation
   Maternal and Child Health
   Basic Education and Literacy
   Economic and Community Development
Six Areas of Focus


   Peace and Conflict Resolution
   Disease Prevention and Treatment
   Water and Sanitation
   Maternal and Child Health
   Basic Education and Literacy
   Economic and Community Development
District 7020 – 2011-14 FV Plan
• Four year plan
• 2010-11
• Appoint District FV Chair
• Build awareness
• High level training
• Develop District Implementation Plan

• 2011-12
• District Chair appoints FVACs.
• Steering Committee decides procedures
• FVACs trained
• Clubs appoint FV Chairs
• Prepare resources - PowerPoints, Timelines
District 7020 – FV Plan 2011-14
• Four year plan
• 2012-13
• FVACs and Club FV Chairs
  Educate & train clubs
  Newsletters, Webinars, Website, E-learning
• Club Certification (100% Goal) March 31st 2013
  Attend Grant Management Seminar
  Sign Club MoU
  Close off /fully report on all open Grants
• Apply for District/Global Grants – 1st quarter 2013
• District Certification – Sign District MOU

• 2013-14 …… HIT THE GROUND RUNNING
D7020 Organisational Structure
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                                                                                                '
District 7020 – Grant Procedures
• District Grants Committee Chair, DG, DGE, DRFC
  Largest $ APF gross and per capita
  Largest % increase in APF
• 2013 – 2014 District Grants
  Maximum 50% of DDF
  Up to 9 projects of approx US$5,000 DDF = US$45,000
  Reserve, District Project, GSE or other = US$20,000
• Eligibility
• Club certified annually
• Up to date with their District and RI dues
• No unreported or delinquent TRF Grants
• All members give something to TRF
• Criteria
• Need assessment • Merit • Sustainability • Measurability
• Alignment w/ District and RI Goals & Six Areas of Focus
• Size and impact • Cash contribution
Implementation

 Webinars playing a vital role….

• Attend RI - TRF Training Webinars
• District Steering Committee Communication
• Training for Future Vision Area Coordinators
• Preparation for District Meetings – DLT/PETS
• Future Vision Grant Management Seminars
• Develop new 7020 Foundation Website
Implementation
New D7020 Foundation Website
rotaryfoundation7020.or
g

• Developed with
Pilot Mentor District
6970 - via Webinar

• Working on
interface with
matchinggrants.org
to manage:
- Grant applications
- Document retention
- Reporting/Audit Trail
On JULY    1 st   2013
     The Future Vision of
    The Rotary Foundation
          becomes

Our Rotary Foundation.
 ONLY 393 DAYS FROM TODAY.
Foundation Seminar
THE
                                          GARLAND MOORE
ROTARY             District 6910 Future Vision Transition Team Chair
FOUNDATION   Rotary International District 6910 Governor 2008-2009
THE
                          ROTARY FOUNDATION




                                               Dianne
GARLAND MOORE
                                               Cammarata
                                                District 6910
    District 6910                                DRFC Chair
    Future Vision            RICH PANYIK
                                                                 ALAN SMITH
Transition Team Chair
                            District 6910                         District 6910
                        Permanent Fund Chair                    Transition Team
                                                                   Vice Chair
THE
                                               RICH PANYIK
ROTARY                           District 6910 Permanent Fund Chair
FOUNDATION                                 RRFC, Zone 34, 2004-2007
             Rotary International District 6910 Governor 1999-2000
Foundation Seminar
THE
                                   DIANNE CAMMARATA
ROTARY                                        DRFC Chair 6910
FOUNDATION   Rotary International District 6910 Governor 2005-
                                                         2006
Foundation Seminar
THE
                                               ALAN SMITH
ROTARY       District 6910 Future Vision Transition Team Vice Chair
FOUNDATION                             Assistant District Governor
                                 Rotary International District 6910
Foundation Seminar
THE
                                          SALLY PLATT
ROTARY       Rotary International District 6900 Grants Chair
FOUNDATION
Foundation Seminar
Foundation Seminar

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Foundation Seminar

  • 2. THE D. BRENT WILLIAMS ROTARY Zone 34 Regional Rotary Foundation Coordinator FOUNDATION Governor 2006-2007 Rotary International District 6970
  • 3. THE MARCY ULLOM ROTARY Rotary Coordinator FOUNDATION Zone 34 Rotary International District 6990 Governor 2008-2009
  • 4. THE CARLOS GIRALDO ROTARY Rotary Public Image Coordinator FOUNDATION Zone 34 Rotary International District 6980 Governor 2008-2009
  • 5. D. BRENT WILLIAMS CARLOS GIRALDO MARCY ULLOM
  • 6. D. BRENT WILLIAMS CARLOS GIRALDO MARCY ULLOM
  • 7. D. BRENT WILLIAMS CARLOS GIRALDO MARCY ULLOM
  • 10. THE ROTARY FOUNDATION Bill Griffin Lee Phares Assistant RRFC, Zone Assistant RRFC, Zone 34 34 District 6970 Keenan Kern District 6990 Russ Miller Assistant RRFC, Zone 34 District 6920 Assistant RRFC, Zone 34 District 6950
  • 11. THE ROTARY FOUNDATION Joanne Bertsche Debra Lowe Annual Giving Officer, TRF Major Gifts Officer, TRF
  • 13. THE Peter Deberge ROTARY FOUNDATION
  • 15. THE BILL WOULFIN ROTARY DRFC Chair 6900 Zone 34 FOUNDATION Rotary International District 6900 Governor 2007-2008
  • 16. THE Bill Griffin ROTARY FOUNDATION DRFC Chair 6970 Zone 34 Rotary International District 6970 Governor 2008-2009
  • 17. The Rotary Foundation Future Vision
  • 18. 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
  • 19. Historical Total Giving $400,000 DSG District DDF World Fund $40,000 $160,000 $200,000 Club Projects Amb Scholar Matching Grants Matching Grants GSE Future Vision Total Giving $400,000 District Grant Global Fund DDF World Fund $100,000 $100,000 $200,000 Projects < $30,000 Projects > $30,000 Projects > $30,000 Local Scholars VTT VTT GSE Scholars Scholars
  • 20. Foundation Donation Flow $ $400,000 in 2010 2011 2012 2013 $200,000 $ $200,000 50% to District Designated Fund 50% to World Fund $100,000 $100,000 Matches 1:1 DDF $ Up to ½ to At least ½ to and 50% of cash $ District Grants Global Grants
  • 21. New Grant Model • District Grants • Global Grants
  • 22. 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
  • 23. District Grants • Single annual ―block‖ grant • Spending Plan • Local projects no minimum • Local or international • Local decision making/flexibility • Can include Scholars &/or GSE • Not tied to Six Areas of Focus
  • 24. Global Grants • Humanitarian Work (> $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
  • 25. Global Grants – Scholars • Post-graduate work • Can be for more than one year • Global Grant application – must be greater than $30,000 • Six Areas of Focus • Must show how education will further mission of TRF • Award decision by TRF • Logistics up to Club/District
  • 26. Global Grants – Vocational Training Teams • Have a mission, often skill or knowledge transfer • Can have more than one Rotarian • Does not require 30 days • More than one trip allowed • Must address one or more of Six Areas of Focus • Must show sustainability!! • Logistics up to Club/District
  • 27. 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
  • 28. Preparation Steps - District • Comprehend District MOU • Establish Stewardship/Audit Committee • Establish District Financial Management Plan and Requirements • Understand District Qualification Process
  • 29. Preparation Steps - District • Establish District Calendar of Events • Create Robust District Foundation Website • Develop Club Education Plan
  • 30. Preparation Steps - District • Establish District Grant application process – (forms, review and decision committee) • Establish calendar for District Grant applications and awards • Become familiar with District Grant spending plan requirements and final reporting requirements • Establish method of storing District Grant completed reports and receipts
  • 31. 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
  • 32. 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
  • 33. Preparation Steps - District • Understand principles of sustainability • Importance of community needs assessment • Understand principles of community buy in • Become familiar with Global Grant on-line application process
  • 34. 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
  • 35. Preparation Steps - District • Present revisions to clubs, with lead time for new calendar • Calendar changes are significant • Creates higher degree of year to year coordination and move away from ―my year‖ projects • Revise District Foundation website to support clubs
  • 36. 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
  • 37. Preparation Steps - Club • Understand requirements for clubs to qualify for grants – Signed Club Memorandum of Understanding – Grant Management Seminar attendance – Any other District requirements • Understand project development process to meet grant application calendar
  • 38. Preparation Steps - Club • Understand Global vs. District Grant – Global > $30,000 • Understand Sustainability and Measurability • Understand application process
  • 39. Future Vision A New Vocabulary Revised 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
  • 40. 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
  • 41. 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
  • 42. 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
  • 43. 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 • Multiple clubs Health $52,500 • Gainesville Global Scholar $73,375
  • 44. 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
  • 46. THE ROTARY FOUNDATION Bill Griffin ABBY MCNEAR RRFC Chair District 6970 Manager, Pilot Operations Department BILL WOULFIN JAMES ROBINSON Future Vision Pilot RRFC Chair Operations District 6900
  • 47. THE ROTARY JAMES ROBINSON FOUNDATION Future Vision Pilot Operations Division Manager The Rotary Foundation
  • 48. GLOBAL GRANTS Successes • Greater focus; better project design • Surpassing minimum threshold • Rolling application process • More innovation and collaboration
  • 50. CONTRIBUTION TRENDS For the months ended March 2010, 2011 & 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%
  • 51. PREPARING FOR LAUNCH •2012 International Assembly Plateau L •2012 RRFC Institute E A R •PETS, District meetings N Steep acceleration I N •2012 International G Slow beginning Convention workshops TIME •Future Vision Trainers
  • 52. PREPARING FOR LAUNCH • 2012 GETS & Rotary Institutes • 2013 International L Plateau Assembly E A • 2013 PETS and district R N Steep acceleration meetings I N • 2013 International G Slow beginning Convention TIME • 1 July 2013—GO!
  • 54. THE ABBY MCNEAR ROTARY Manager, Pilot Operations Department FOUNDATION Program Officer, District Grants & Global Grants
  • 55. 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
  • 56. 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 & treatment • May 2012 Future Vision News has link
  • 57. Area of Focus & Scholarships Intended for career-minded professionals TRF reviews: • Applicant’s prior work experience within A of F • Academic program alignment with A of F • Applicant’s career plans related to A of F
  • 58. Rotary Scholar Examples Eligible or Ineligible? • Architecture studies, career rebuilding/renovating housing in Bosnia (PCPR) • International relations studies, career in US State Department (PCPR) • MBA, career helping minorities access financial services in US inner-city environment (ECD) • International marketing degree, career in marketing (ECD)
  • 59. Disease Prevention & Treatment • Emphasis on health promotion in addition to disease • Equipment purchases • Medical missions/surgeries
  • 60. Developing Sustainable Projects • Sustainability means different things to different organizations. For The Rotary Foundation, sustainability means providing solutions to community needs,Funding that the benefiting community can maintain the activities after Community Materials/ ensuring Knowledge Motivation Monitoring/ Needs grant funding ends. Global grant projects must be sustainable and display the following characteristics: Evaluation Technology Provide training, Have local Purchase Provide incentives education, and sponsors conduct equipment and for beneficiaries Confirm local community a thorough new technology and project Develop clear and funding source outreach to assessment of the from local sources, participants to measurable to provide strengthen community’s needs when possible. continue ongoing project objectives, long-term beneficiaries’ to identify a Ensure spare support. Identify and identify operation, capacity to meet need that sponsors parts are readily personnel willing methods for maintenance, project objectives. are able to available. to lead beneficiaries collecting project repair, and Confirm that support and that Involve community to sustain project data. Establish project longevity. recipients have a meets beneficiaries’ members when outcomes. baseline data for Compensate plan to transfer needs and fits selecting Prepare the evaluation capable project participants knowledge to new their values and technology or community to of demonstrating appropriately beneficiaries. culture. Involve equipment, and assume ownership significant change for their work to Collaborate with multiple community train them to of the project for at least three ensure continuity local agencies/ partners in the operate, maintain, once global grant years. of services. organizations to planning process. and repair it on funds are fully supply expertise, their own. expended. as needed. Planning Implementation Reporting Global Grant Timeline
  • 64. THE Robert Hall ROTARY Zone 34 End Polio Now Coordinator FOUNDATION Rotary International District 6900 Governor 2001-2002
  • 65. Polio Eradication is our legacy & so are they
  • 66. Rotary’s #1 Priority Keeping our promise is Key to our Membership Key to our Brand
  • 69. No New Global Project until Polio Eradication is Completed
  • 71. India Polio virus transmission interrupted as of 25 Feb 2012
  • 72. We Made a Difference!
  • 73. Nigeria 95% reduction in polio cases from 2009 to 2010
  • 76. Where are we today? Only 3 countries where the wild polio virus has not been interrupted. Pakistan - Afghanistan - Nigeria Year to date Worldwide: 64 Cases June 2, 2012 181 Cases June 2, 2011 650 Cases in 2011 1352 cases in 2010
  • 77. ROTARY’S CHALLENGE NOW TO REMAIN FOCUSED ON OUR GOAL OF WORLDWIDE POLIO ERADICATION.
  • 78. What can we Rotarians do? • Create public awareness and encourage support from government and private sector donors • Financial support – give if you have not given • Tell our children • Encourage and support Rotarians in polio affected and high-risk countries • Highlight the need for strong surveillance • Promote routine immunization
  • 79. THESE MEN AGREE, WE MUST
  • 80. Please Join Us for the Rotary International Convention in Beautiful Lisboa, Portugal June 23 - 26, 2013
  • 82. THE PETER DOETSCHMAN ROTARY Planned Giving Officer FOUNDATION The Rotary Foundation
  • 83. Major and Planned Gifts 2012 Regional Rotary Foundation Coordinator Institute 83
  • 84. Identify Cultivate Solicit Thank 2012 Regional Rotary Foundation Coordinator Institute 84
  • 85. • Gifts that benefit The Rotary Foundation’s Permanent Fund after the donor’s death • Testamentary Gift Options: • Benefactor • Bequest Society • Making a gift of Life Insurance 2012 Regional Rotary Foundation Coordinator Institute 85
  • 86. • A Benefactor is an individual or couple that has made a provision in their estate plan, or made an outright gift of $1,000 to the Permanent Fund. 2012 Regional Rotary Foundation Coordinator Institute 86
  • 87. A Bequest Society member 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 87
  • 88. • Charitable Gift Annuity • Deferred Charitable Gift Annuity • Charitable Remainder Trust 2012 Regional Rotary Foundation Coordinator Institute 88
  • 89. • US$100,000: One Area of Focus via Global Grants • US$250,000: One Area of Focus + district designation • US$500,000: One Area of Focus and geographic region • US$1,000,000+: Tailored to match donor interest CULTIVATE ASK 2012 Regional Rotary Foundation Coordinator Institute 89
  • 90. • Major Gift Initiative - US$95 million goal • Endowed and Term Gifts • Multiple Naming Opportunities 2012 Regional Rotary Foundation Coordinator Institute 90
  • 91. Arch C. Klumph Bequest Society Major Donor Society US$1 Million + Foundation Circle Level Seven $500,000 to $999,999 Chair’s Circle Level Six $250,000 to $499,999 Trustee’s Circle Level Five $100,000 to $249,999 Level Four Level Four $50,000 to $99,999 Level Three Level Three $25,000 to $49,999 Level Two Level Two $10,000 to $24,999 Level One Level One 2012 Regional Rotary Foundation Coordinator Institute 91
  • 92. Annual Fund CULTIVATE ASK Major gifts CULTIVATE ASK Arch C. Klumph Society CULTIVATE ASK 2012 Regional Rotary Foundation Coordinator Institute 92
  • 93. • Debra Lowe Major Gifts Officer, Zone 34 • Joanne Bertsche Annual Giving Officer, Zones 33 and 34 • Peter Doetschman Planned Giving Officer 2012 Regional Rotary Foundation Coordinator Institute 93
  • 94. Lead by example • Work as a team • Educate • Ask • Thank 2012 Regional Rotary Foundation Coordinator Institute 94
  • 96. THE ROTARY Steve Lyons FOUNDATION SHARE System Senior Coordinator
  • 97. SHARE How can our district spend the DDF? PAST PRESENT FUTURE
  • 98. SHARE When do we start spending the district’s 2013-14 DDF? JUL 2012 JAN 2013 JUL 2013 AUG 2013 JUN 2014 2013-14 Submit Donation Forms SHARE Kit Complete Qualification Begin Applying for District and Global Grants Receive Carry Forward Amount
  • 99. SHARE Where does the district’s unspent DDF from 2012-13 go? 2012-13 2013-14
  • 100. SHARE How can our district spend the DDF? PAST PRESENT FUTURE
  • 102. THE ROTARY CANDICE EMBLING FOUNDATION TRF Packaged Grants manager The Rotary Foundation
  • 103. Packaged Global Grants Overview Agenda • What are packaged grants? • Why does TRF offer packaged grants? • What are the current packaged grant opportunities? • How are packaged grants funded?
  • 104. Grant Types in Future Vision District Grants Global Grants Packaged Grants
  • 105. Why Package? • Demonstration projects • Visibility/Promotion with other global organizations • Involvement opportunity for clubs – with limited resources – with lack of familiarity with TRF
  • 106. What are Strategic Partners? • NGOs, universities, corporations • Global scope of work • Expertise in an Area of Focus • Formal relationship to secure resources • Enhance Rotarians’ service opportunities • Lead to Packaged Grants
  • 107. What are Packaged Grants? • Opportunities for Rotary clubs and districts • Pre-designed projects funded by the World Fund and the strategic partner, no DDF or cash required • Can include scholarships, humanitarian projects, and vocational training • Rotarians can focus their talents and energies on implementation
  • 108. Developing Local Entrepreneurs: Oikocredit • Connection between local Rotary clubs and microfinance institutions • Training activities – humanitarian projects • Currently available in India, the Philippines, and Uruguay • Economic and Community Development Area of Focus
  • 109. Nursing Scholarships/Training Health Educators: Aga Khan University • Activities take place at 3 campuses: Kenya, Uganda, and Tanzania • Scholarships and Vocational Training Teams (2 separate opportunities) • Maternal and Child Health Area of Focus
  • 110. Medical Service and Training: Mercy Ships • Activities related to the Africa Mercy • Upcoming ports in Togo and Guinea • Vocational Training Teams • Disease Prevention and Treatment Area of Focus
  • 111. Water Scholarships: UNESCO-IHE • Scholars will study in the Netherlands • Focus on building long- term connections in the student’s home country • Water & Sanitation Area of Focus
  • 114. THE Jeremy Hurst ROTARY Governor 2013-2014 Rotary International District 7020 FOUNDATION
  • 115. Update on District 7020’s Transition Plan for a Non - Pilot District
  • 116. District 7020 – overview • 2650± Rotarians • 84 Clubs • 10 Countries • 16 Islands • 3 languages • 1300 Miles • 1 day travel time
  • 117. District 7020 – Challenges • Diversity – Population, Economics, Socially, Language. • Clubs with 10 to 100+ members. • Small Islands to Substantial Countries • Extreme Wealth to Dire Poverty • Natural Disasters…….. Builds strength and resilience.
  • 118. District 7020 - Strengths • CHALLENGES: Logistical, Geographical, Climatic, Organisational, Financial, • OPPORTUNITIES: To serve – need greater organisation, communication and planning. • STRENGTHS: Strong Organisational structure, Cohesive Leadership Succession Planning. Vibrant Clubs. Dedicated, passionate Rotarians delivering great Rotary service. • Dedicated to supporting The Rotary Foundation
  • 119. District 7020 – TRF Support • Annual Programs Fund 2007/8 $332,854 2008/9 $161,320 2009/10 $264,000 2010/11 $253,543 • 134 PHS Members since 2006 • 64 Major Donors • PolioPlus Challenge - $382,693.79 raised to date • Permanent Fund • 138 Benefactors • 30 Bequest Society Members • NIDs in India • GSE Teams • Ambassadorial & Peace Scholarships
  • 120. District 7020 – TRF Support • Matching Grants $819,407 in 2009-10 $1,143,726 in 2010-11 • Competitive Matching Grants $427,345 - 2009-2011 • Haiti Update • Over $2.2m DAF leveraged to $6.5m • More than 80 projects • No funds used for Administration • District 7020 donated $750k • TRF 45 Matching Grants totaling $1.49m • Coordinated over $18m of donated supplies “OUR FOUNDATION IS AN ESSENTIAL COMPONENT OF DISTRICT 7020 ROTARY”
  • 121. District 7020 – Goals • Ensure success of existing TRF programmes whilst implementing Future Vision - in parallel. • Dedicate the necessary resources – but not to the detriment of current TRF programmes. • e.g., Haiti etc. - remain focused and effective. • Build general awareness - buy in - SELL BENEFITS. • Ramp up to & ensure Seamless Changeover - 7/1/13. • Future Vision Implementation Team/Plan/Structure.
  • 122. Implementation Preparing the way…. • Align activities with the areas of focus • Develop relationship with pilot district • Build district Rotary Foundation committee • Stay updated on grant reporting • Start planning for grant management training and qualification • Use webinars and resource materials
  • 123. Implementation Demystify – what changes / stays same? • New Grant Model • Global Grants - District Grants (+ Packaged Grants) • DDF allocation to Global and District Funds • VTTs (no GSEs but better) • Scholarships as Grants • New way of doing TRF Business • Needs Assessment • More local control • Sustainability • Stewardship / Audit • Measurability & Accountability • Member Access as Gateway • Seven Areas of Focus
  • 124. Seven Areas of Focus Rum Tasting Peace and Conflict Resolution Disease Prevention and Treatment Water and Sanitation Maternal and Child Health Basic Education and Literacy Economic and Community Development
  • 125. Six Areas of Focus Peace and Conflict Resolution Disease Prevention and Treatment Water and Sanitation Maternal and Child Health Basic Education and Literacy Economic and Community Development
  • 126. District 7020 – 2011-14 FV Plan • Four year plan • 2010-11 • Appoint District FV Chair • Build awareness • High level training • Develop District Implementation Plan • 2011-12 • District Chair appoints FVACs. • Steering Committee decides procedures • FVACs trained • Clubs appoint FV Chairs • Prepare resources - PowerPoints, Timelines
  • 127. District 7020 – FV Plan 2011-14 • Four year plan • 2012-13 • FVACs and Club FV Chairs Educate & train clubs Newsletters, Webinars, Website, E-learning • Club Certification (100% Goal) March 31st 2013 Attend Grant Management Seminar Sign Club MoU Close off /fully report on all open Grants • Apply for District/Global Grants – 1st quarter 2013 • District Certification – Sign District MOU • 2013-14 …… HIT THE GROUND RUNNING
  • 128. D7020 Organisational Structure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`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
  • 129. District 7020 – Grant Procedures • District Grants Committee Chair, DG, DGE, DRFC Largest $ APF gross and per capita Largest % increase in APF • 2013 – 2014 District Grants Maximum 50% of DDF Up to 9 projects of approx US$5,000 DDF = US$45,000 Reserve, District Project, GSE or other = US$20,000 • Eligibility • Club certified annually • Up to date with their District and RI dues • No unreported or delinquent TRF Grants • All members give something to TRF • Criteria • Need assessment • Merit • Sustainability • Measurability • Alignment w/ District and RI Goals & Six Areas of Focus • Size and impact • Cash contribution
  • 130. Implementation Webinars playing a vital role…. • Attend RI - TRF Training Webinars • District Steering Committee Communication • Training for Future Vision Area Coordinators • Preparation for District Meetings – DLT/PETS • Future Vision Grant Management Seminars • Develop new 7020 Foundation Website
  • 131. Implementation New D7020 Foundation Website rotaryfoundation7020.or g • Developed with Pilot Mentor District 6970 - via Webinar • Working on interface with matchinggrants.org to manage: - Grant applications - Document retention - Reporting/Audit Trail
  • 132. On JULY 1 st 2013 The Future Vision of The Rotary Foundation becomes Our Rotary Foundation. ONLY 393 DAYS FROM TODAY.
  • 134. THE GARLAND MOORE ROTARY District 6910 Future Vision Transition Team Chair FOUNDATION Rotary International District 6910 Governor 2008-2009
  • 135. THE ROTARY FOUNDATION Dianne GARLAND MOORE Cammarata District 6910 District 6910 DRFC Chair Future Vision RICH PANYIK ALAN SMITH Transition Team Chair District 6910 District 6910 Permanent Fund Chair Transition Team Vice Chair
  • 136. THE RICH PANYIK ROTARY District 6910 Permanent Fund Chair FOUNDATION RRFC, Zone 34, 2004-2007 Rotary International District 6910 Governor 1999-2000
  • 138. THE DIANNE CAMMARATA ROTARY DRFC Chair 6910 FOUNDATION Rotary International District 6910 Governor 2005- 2006
  • 140. THE ALAN SMITH ROTARY District 6910 Future Vision Transition Team Vice Chair FOUNDATION Assistant District Governor Rotary International District 6910
  • 142. THE SALLY PLATT ROTARY Rotary International District 6900 Grants Chair FOUNDATION

Notas del editor

  1. Trustee decisions further support major gift donors for specificity in their giving. A decision taken at the Trustees June 2010 meeting approved giving opportunities to the Permanent Fund for global grants. This decision allows donors to direct contributions of any size to an area of focus and the spendable earnings of these gifts will provide general support via global grants. For gifts of US$100,000 more, a special fund carrying the name of the donor, or loved one, can be established to benefit an area of focus. $250,000 or more endows a special fund and provides support to a particular area of focus and can specify a district to participate. Jamie - INSERT MENU FROM 25K TO 1 MIL FOR ENDOWED FUNDSEndowed Funds: Endowed funds require a specific threshold amount and offer the ability to create and name an endowed fund within the Permanent Fund. The fund can carry the name of the donor, or loved one, and be tracked and reported on separately (for instance, the Robert and Jane Smith Endowed Global Grant for Maternal and Child Health).Donor options vary depending upon the size and purpose of the gift commitment$25,000 Endowed FundEndows a fund that provides support –to the World Fund (spent at Trustees’ discretion) or SHARE (District Designated Fund and World Fund).$50,000 Rotary Peace Centers – General SupportEndows a fund to provide general support for Rotary Peace Centers. Additional naming opportunities are available.$100,000 Area of FocusEndows a fund that provides general support to one of six areas of focus via the Global Grant structure.$250,000 Area of Focus and District ParticipationEndows a fund that provides support to a particular Area of Focus and specifies a district to participate. The donor may also designate a specific project to support, such as a Scholarship, Vocational Training Team or Humanitarian project.$500,000 Area of Focus and Geographic LocationEndows a fund as described above and allows the donor to specify a geographic location where the funds are to be used.$1,000,000 CustomizedTailored to meet the philanthropic goals of the donor through TRF programs.US$100,000: Endows a fund to provide general support to an Area of Focus via Global GrantsUS$250,000: Endows a fund for one Area of Focus and designates a district to participateUS$500,000: Endows a fund for one Area of Focus and designates a geographic region to benefitUS$1,000,000+: Tailored to match donor interest with Foundation needs and capabilities
  2. Most of the $95 million being raised will reside in the Permanent Fund, earnings will support the program. A smaller portion of the initiative will include term gifts to fund the program today until it can be permanently endowed.
  3. What are some examples of recognition opportunities you provide donors in your Zones?Major Donor PinMajor Donor CrystalArch Klumph Society Pin (AKS)Arch Klumph Society (AKS) CrystalArch Klumph Induction CeremonyArch Klumph Society Dinner Major Donor Listing on the:Club Level District LevelZone LevelInternational Level Major Donor Functions on the: Club Level District LevelZone LevelInternational Level
  4. The above ratio graph shows the difference in time and energy spent cultivating a donor depending on the gift being pursued. Smaller gifts (general Annual Fund, sustaining member, EREY, PHFs, small term gifts) the key is to educate and understand desire but to have repeated asks. Every presentation, meeting, conference, etc. should have a reference to supporting The Rotary Foundation and asking often for this support. Larger Major Gifts necessitate more cultivation and understanding of what the individual donor’s interests are. There are more meetings and coordination with the donor and the “ask” should be strategic and followed by due diligence in ensuring the donor is ready for the larger commitment and coordination through TRF as to the method of contributions (outright, bequests, endowments, etc.) This larger gifts include Peace Center endowments, Future Vision term gifts, larger gifts to the Annual Fund, larger endowments and bequests). Ultimate Major Gifts- These involve the most amount of cultivation. This includes education, coordination with spouse and financial planners, appropriate timing for the ask and significant coordination with TRF to ensure the donors wishes are met and hopefully exceeded. These large gifts are seen in the form of AKS membership, large endowments, Peace Centers, large Term Gifts for Future Vision, etc.) The ask should ideally happen only once with the donor at the time that is pre-determined and thought out. These gifts would not be asked in public or very frequently as they require much more in-depth time, experience and