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Foundation and Future Vision 5580 AG Webinar September 26, 2012 R. Turner

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Foundation and Future Vision. 5580 AG Webinar September 26, 2012 R. Turner. Rotary Foundation Programs. Humanitarian and Three H Grants * District Simplified Grants * Ambassadorial Scholarships * Group Study Exchange * Rotary Peace Centres Polio Plus Special initiatives - PowerPoint PPT Presentation

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Page 1: Foundation and Future Vision

Foundation and Future Vision

5580 AG Webinar

September 26, 2012

R. Turner

Page 2: Foundation and Future Vision

Rotary Foundation Programs• Humanitarian and Three H Grants*• District Simplified Grants*• Ambassadorial Scholarships*• Group Study Exchange*• Rotary Peace Centres• Polio Plus• Special initiatives• * Programs Change in 2013-14

Page 3: Foundation and Future Vision

Rotary Foundation Funding

Investment

Earnings

Investment

Earnings

District Designated Fund(DDF)

District Designated Fund(DDF)

TRF Progra

m Fundin

g

TRF Progra

m Fundin

g

SHARESHARE

World FundWorld Fund

RotarianContribut

ions

RotarianContribut

ions

Page 4: Foundation and Future Vision

Earnings used for administrative costs

2012-13

50% to World FundMatching

Humanitarian Grants3H Grants

GSEPeace Fellows

Polio+

50% to District Designated Fund (DDF)

20% to District

Simplified Grants

Humanitarian Grants

ScholarshipGSE

2009-10 2010-11

$$236,500

$70,950$23,650

$118,250 $118,250

Current Grant Distribution ExampleANNUAL PROGRAMS GIVING -- SHARE

2011-12

4

20% to Polio

$23,650

Page 5: Foundation and Future Vision

Earnings used for administrative costs

2013-14

50% to World FundMatching GrantsPackaged Grants

Peace FellowsPolio+

50% to District Designated Fund (DDF)

Up to ½ to District

Grants

At least½ to Global

Grants

2010-11 2011-12

$$259,670

$64,918$64,918

$129,835 $129,835

Future Vision Grant Distribution ExampleANNUAL PROGRAMS GIVING -- SHARE

2012-13

5

Page 6: Foundation and Future Vision

Transition

2012-13 Business as usual However:

Clubs should begin planning now for 2013-14 Rotary Year

Global Grants?District Grants?

Page 7: Foundation and Future Vision

Future Vision

CLUB QUALIFICATION For Global and District Grants

Grant Management Seminar1 person per club must attend.

(PE or representative)

TRF’s Club Memorandum of Understanding (MOU)

D-5580 Addendum

Page 8: Foundation and Future Vision

CLUB MOU with TRF and District

Terms of QualificationClub Leadership ResponsibilitiesFinancial Management/StewardshipDocument RetentionReportsD-5580 AddendumD-5580 Mentorship Program

Signatures in year before by current President Elect and President

ANNUAL SUBMISSION

Future Vision

Page 9: Foundation and Future Vision

Future Vision

Grant Management Seminar Schedule

Monday March 4, 2013 Bismarck

Tuesday March 5, 2013 Fargo

Wednesday March 6, 2013 Brainerd

Thursday March 7, 2013 Duluth

Friday March 8, 2013 Thunder Bay

April 25-27 at Dist. Conf. Bemidji

Page 10: Foundation and Future Vision

New Model

Global Grants (International)Proposal/Application on rolling basis Beginning April 2013 and into Rotary

Year, via Member AccessClub must work with assigned District

mentor to prepare Proposal.Funds flow within 2 weeks of

Application Approval at TRF.Minimum TRF Grant $15,000.

Page 11: Foundation and Future Vision

FUTURE VISION

Global Grant Example #1

$10,000 Club(s) 10,000 DDF (1:1 match) 15,000 TRF from World Fund

$35,000 Total

Page 12: Foundation and Future Vision

FUTURE VISION

Global Grant Example #2

$15,000 DDF $15,000 TRF, World Fund

$30,000 Total

Page 13: Foundation and Future Vision

New Model

Packaged Grants (International)

Prepackaged on the shelf at TRF.

All inclusive: Humanitarian project, Scholar, Vocational Training Team.

Page 14: Foundation and Future Vision

Future VisionGlobal Grant Criteria

SIX AREAS OF FOCUS

Peace and Conflict Prevention/Resolution

Disease Prevention and Treatment

Water and Sanitation

Maternal and Child Health

Basic Education and Literacy

Economic and Community Development

14

Page 15: Foundation and Future Vision

New Model

District GrantsNote!! One Annual window of

Opportunity for Club Proposals.Identify Project 4 Months prior to RY March; work with assigned mentor to

prepare Proposal .Grants Committee will Review

proposals March 30.April 30 Deadline for final Proposals. .

Page 16: Foundation and Future Vision

New Model

District Grants cont.May; Proposals approved based on

criteria and available funding.Dist. Submits Spending Plan to TRFApproved Proposals resubmitted as

Applications. (Same Document, click Application) Clubs have until the following May to

request grant funds and initiate project

Page 17: Foundation and Future Vision

New Model

District Grants cont.Minimum Request $500.00Maximum Request $5000. per club, up

to $15000. Multi club partnership.Community, small International

projects, scholarship, other.District will refine criteria this Nov. Funds available 2013-14 $65,000.

Page 18: Foundation and Future Vision

FUTURE VISION

District Grant Example

$3000.00 Club $3000.00 DDF

$6000.00 TotalNote: Criteria may change year to year

Depending on Funds available and demand

Page 19: Foundation and Future Vision

District Grant CriteriaROTARY FOUNDATION MISSION

To enable Rotariansto advance world understanding,

goodwill and peace throughthe improvement of health,

the support of education, andthe elimination of poverty.

19

Page 20: Foundation and Future Vision

District Website

PowerPoint: From Dist. Conf.

Monthly Newsletters.

Links to TRF:

Club Transition Guidelines July 2012

Rotary E-Learning Center

Page 21: Foundation and Future Vision

District Website

New Additions Memorandum of Understanding.

MOU Worksheet.

MOU Addendum.

Quick Reference Guide to Global and District Grants.

District Grant Proposal/Application.

Page 22: Foundation and Future Vision

FUTURE VISION

✦ ✦ ✦

YOUR QUESTIONS

Page 23: Foundation and Future Vision

FUTURE VISION

✦ ✦ ✦

Thank You