Download - The Rotary Foundation & Future Vision Plan
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President Elects Training
23 March 2012
PP June Jonet
The Rotary Foundation & Future Vision Plan
Session 6Session 6Rotary FoundationRotary Foundation
TRF & Future vision plan 2012 – by PP June jonet
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Learning objectives
Future vision plan 2011 – by PP June jonet
1. Identify the programs and activities of The Rotary Foundation.
2. Understand how to support Foundation programs.
3. Lead the club in establishing Foundation goals.
4. Understand the Future Vision Plan.
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Lesson aids
Future vision plan 2011 – by PP June jonet
Let’s make this session more engaging…
• Quick Quiz
• Role play
• Information giving, experiential sharing
• If you have a difficult question or one that takes a long explaination, write your question and your email on the board, so that we can reply you later
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Visual Aids
Future vision plan 2011 – by PP June jonet
As the TRF knowledge varies with audiences, this ppt is colour coded to help manage your expectations / understanding
• Blue headers are basic info
• Red headers are advance info or involves activity
• Turquoise headers are about Future Vision plan
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Future vision plan 2011 – by PP June jonet
POP QUIZ!
Which of these fall under The Rotary Foundation?
• Annual Giving (EREY, PHF)• Permanent Fund• Rotary Ambassadorial Scholarship• Youth Exchange Programme• Foundation of Rotary Clubs (S)• Dollar to Dollar club funding• Matching Grants (DDF & DSG)• Donation to disaster relief• Rotary World Peace Fellowship• Volunteer service grants• Club leadership plan• Annual programs Fund SHARE
• District Dues• Permanent Fund• ROTAFOM• Group Study Exchange• Polio Plus• Future Vision Plan• club’s bursary fund• TRF Alumni• Club fees• SINDEX• 3-H grants• shelterbox
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Future vision plan 2011 – by PP June jonet
POP QUIZ!
Which of these fall under The Rotary Foundation?
How many did you get right?
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Future vision plan 2011 – by PP June jonet
POP QUIZ!
Which of these fall under The Rotary Foundation?
1. Annual Giving (EREY, PHF)2. Permanent Fund3. Rotary Ambassadorial Scholarship4. Group Study Exchange5. Polio Plus6. Future Vision Plan7. Matching Grants (DDF & DSG)8. Alumni9. Rotary World Peace Fellowship10. Volunteer service grants11. 3-H grants12. Annual programs Fund SHARE
10min mark
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The Foundation’s Motto and Mission
Doing Good in the World
…to enable Rotarians to advance world understanding, goodwill, and peace through
the improvement of health, the support of education, and the alleviation of poverty.
Future vision plan 2011 – by PP June jonet
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Future vision plan 2011 – by PP June jonet
Doing good in the world…
Has your club recently embarked on any TRF projects mentioned?
15min mark
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Growth of the Foundation
1979 3-H grants and club partnership
1985 PolioPlus campaign launched
1999 Rotary Centers for International Studies
2000 10,000 Matching Grants approved since 1965
2003 District Simplified Grants launched
2004 Another 10,000 Matching Grants approved
2005 Future Vision Committee begins
2007 Gates $100 Million Challenge for polio
2008 Another 10,000 Matching Grants approved
2009 Gates commits additional $255 million for $200 Million Challenge
2010 Pilot phase of FVP with 100 districts
2013 Full implenation of FVP
Future vision plan 2011 – by PP June jonet
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2012-13 District TRF committee
Future vision plan 2011 – by PP June jonet
• Chair - PDG David Tong
• Rotary Alumni- PDG Lim Hock Teck
• Annual Giving - PDG Edward Burongoh
• Permanent Fund - PDG Chris Chen
• Grants - PP K.B. Lee
• Scholarship - PDG John Cheah
• Future Vision Plan - PP June Jonet
• Group Study Exchange - PP John Ng
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Role of the committee
• Resource for helping to achieve Foundation goals
• Educates Rotarians about The Rotary Foundation
• Develops plans to support the Foundation through financial contributions and club participation in Foundation programs
Future vision plan 2011 – by PP June jonet
20min mark
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Need more info at District assembly?
Information on TRF are given out at:• 23 March 2012 Friday 1045-1145 am at RLI
part 1 on basic knowledge of TRF• 23 March 2012 Friday 11am -12 noon at
PETs on basic knowledge of TRF• 23 March 2012 Friday 225pm – 3pm at RLI
part 2 on how your $$$ work manyfold (Annual giving, Share system, Matching grants strategy, Future vision plan)
• 24 March 2012 Saturday 1145am at DA on matching grants & the Future vision model (practical session on filling up forms & new info on FV plan)
Future vision plan 2011 – by PP June jonet
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Rotary Foundation funding
Future vision plan 2011 – by PP June jonet
25min mark
TRF Program Funding
TRF Program Funding
RotarianContributio
ns
RotarianContributio
ns
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Rotary Foundation funding
Future vision plan 2011 – by PP June jonet
25min mark
Investment Earnings
Investment Earnings
District Designated Fund(DDF)
District Designated Fund(DDF)
TRF Program Funding
TRF Program Funding
World FundWorld Fund
RotarianContributio
ns
RotarianContributio
ns
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Rotary Foundation funding
Future vision plan 2011 – by PP June jonet
25min mark
Investment Earnings
Investment Earnings
District Designated Fund(DDF)
District Designated Fund(DDF)
TRF Program Funding
TRF Program Funding
SHARESHARE
World FundWorld Fund
RotarianContributio
ns
RotarianContributio
ns
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Rotary Foundation funding
Future vision plan 2011 – by PP June jonet
25min mark
Investment Earnings
Investment Earnings
District Designated Fund(DDF)
District Designated Fund(DDF)
TRF Program Funding
TRF Program Funding
SHARESHARE
World FundWorld Fund
RotarianContributio
ns
RotarianContributio
ns
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FUNDS & GRANT MODELS
Future vision plan 2011 – by PP June jonet
Nothing changes here. Your EREY & PHF contributions
Annual Programs Fund
After 3 years, 50% goes to world fund, 50% goes to
your DDF
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Sample Grant model in comparison
Future vision plan 2011 – by PP June jonet
District Simplified Grants
Matching Grants
Grant Terminology= District Grants
= Global Grants
The matching ratio for Global Grants is still the sameFor cash/restricted PHF its $0.5:$1 and $1:$1 for DDF
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Sample Grant model in comparison
Future vision plan 2011 – by PP June jonet
Packaged Matching Grants from World Fund
Grant Terminology
Packaged global grants are predesigned projects with TRF strategic partners
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Rotary Foundation funding
• District Raises $100,000 in 2002-03$100,000 divided into 2 Parts: • District Designated Fund (DDF): 50% or $50,000 • World Fund (WF): $50% or $50,000• Determined by District Officers via SHARE FormsSpending on DDF Three Years Later•Spending of World Fund Determined by Trustees of The Rotary Foundation•Contribute - Allocate - Select - Spend
Future vision plan 2011 – by PP June jonet
30min mark
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Rotary Foundation funding
• Ambassadorial Scholarships funds USD24,000 per scholar per year.
• GSE programs receive USD11,000• Grants for university teachers (USD24,000
for a professor to teach for 6-10 months in a developing country
• Matching grants (usd 5,000-25,000)• Competitive grants (usd25,001-150,000)
Future vision plan 2011 – by PP June jonet
30min mark
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President Elects Training
23 March 2012
PP June Jonet
The Rotary Foundation & Future Vision Plan
Session 6Session 6Rotary FoundationFuture Vision PlanRotary FoundationFuture Vision Plan
TRF & Future vision plan 2012 – by PP June jonet
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Objectives of Future Vision
Future vision plan 2011 – by PP June jonet
o Strengthen impact of club projects
o Sharpen focus of overall grants activity
o Transfer more decision-making locally
o Partner with other organizations
o Simplify the Foundation grants process
o Increase visibility and image
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Objectives: Areas of Focus
Future vision plan 2011 – by PP June jonet6C.7
Peace and conflict prevention/resolution
Disease prevention and treatment
Water and sanitation
Maternal and child health
Basic education and literacy
Economic and community development
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Transfer Decision-making Locally
Future vision plan 2011 – by PP June jonet
• District- and club-level committees direct use of District Grant funds
• Districts continue to direct use of DDF to obtain matching funds from the Foundation
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Partnerships
Future vision plan 2011 – by PP June jonet
• Strategic partnerships with NGOs and corporations will enhance Rotary’s capability to address urgent world needs.
Packaged global grants are predesigned projects with TRF strategic partnershttp://www.rotary.org/en/Members/RunningADistrict/FutureVisionPilotProgram/Pages/fv_packaged_global_grants.aspx
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Simplify and Expedite Grants
Future vision plan 2011 – by PP June jonet
• Rotarians will easily understand and navigate grant options.
• Rotarians will enjoy faster grant payment processing
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Increase Visibility and Image
Future vision plan 2011 – by PP June jonet
Rotary will become increasingly recognized as a premier foundation,
which will in turn help increase Rotary
membership, donations, and grant activity.
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Funds & Grant Models
Future vision plan 2011 – by PP June jonet
Nothing changes here. Your EREY & PHF contributions
Annual Programs Fund
After 3 years, 50% goes to world fund, 50% goes to
your DDF
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Sample Grant model in comparison
Future vision plan 2011 – by PP June jonet
District Simplified Grants
Matching Grants
Grant Terminology
= District Grants
= Global Grants
DSG used to be 20% of DDF, but under Future vision, it will be increased to 50% of DDFDistrict Grants given in a single block
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Sample Grant model in comparison
Future vision plan 2011 – by PP June jonet
District Simplified Grants
Matching Grants
Grant Terminology= District Grants
= Global Grants
The matching ratio for Global Grants is still the sameFor cash/restricted PHF its $0.5:$1 and $1:$1 for DDF
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Sample Grant model in comparison
Future vision plan 2011 – by PP June jonet
Packaged Matching Grants from World Fund
Grant Terminology
Packaged global grants are predesigned projects with TRF strategic partners
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Examples of District Grants
Future vision plan 2011 – by PP June jonet
Fund volunteer travel Donate art supplies
Send a ShelterBox
to a disaster area
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District Grants: Sample Activities
Future vision plan 2011 – by PP June jonet
• Exchange of mixed professional vocational training teams with another district
• International travel for local doctor to volunteer at a clinic
• Scholarship for student to attend local or international university
• Art supplies to assist youth after-school program
• a hygiene-education program for primary school students
• Sending ShelterBox containers in responseto natural disasters in other districts
• cultural exchange with musicians from Venezuela.
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District Structure
Future vision plan 2011 – by PP June jonet
District Rotary Foundation Committee
Chair
PolioPlus Subcommittee
Grants Subcommittee
Fundraising Subcommittee
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Challenges for our district … IMHO ;p
Future vision plan 2011 – by PP June jonet
• Our district comprises of Singapore, East Malaysia, South Malaysia and Brunei – each with different economic growth, social problems, financial contributions etc – thus creating differing views on solutions eg on VTT, scholarship, etc
• We need to be properly trained in the new streamlined forms and processes. Unfortunately, our double edged sword is that we have many towkays and big chiefs
• Strategy on allocation of district grants
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Need more info at District assembly?
Information on TRF are given out at:• 23 March 2012 Friday 1045-1145 am at RLI
part 1 on basic knowledge of TRF• 23 March 2012 Friday 11am -12 noon at
PETs on basic knowledge of TRF• 23 March 2012 Friday 225pm – 3pm at RLI
part 2 on how your $$$ work manyfolds (Annual giving, Share system, Matching grants strategy, Future vision plan)
• 24 March 2012 Saturday 1145am at DA on matching grants & the Future vision model (practical session on filling up forms & new info on FV plan)
Future vision plan 2011 – by PP June jonet
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A Foundation for the Future
To learn more visit:
www.rotary.org/futurevision
To ask a question e-mail: