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Foundation Seminar
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Foundation Seminar

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Zone 34 Foundation Seminar - Contains all presentations - RRFC Brent Williams -

Zone 34 Foundation Seminar - Contains all presentations - RRFC Brent Williams -

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  • 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
  • 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.
  • 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
  • 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
  • Transcript

    • 1. THE D. BRENT WILLIAMSROTARY Zone 34 Regional Rotary Foundation CoordinatorFOUNDATION Governor 2006-2007 Rotary International District 6970
    • 2. THE MARCY ULLOMROTARY Rotary CoordinatorFOUNDATION Zone 34 Rotary International District 6990 Governor 2008-2009
    • 3. THE CARLOS GIRALDOROTARY Rotary Public Image CoordinatorFOUNDATION Zone 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. THE ROTARY FOUNDATION Bill Griffin Lee Phares Assistant RRFC, Zone Assistant RRFC, Zone 34 34 District 6970 Keenan Kern District 6990 Russ MillerAssistant RRFC, Zone 34 District 6920 Assistant RRFC, Zone 34 District 6950
    • 8. THE ROTARY FOUNDATION Joanne Bertsche Debra LoweAnnual Giving Officer, TRF Major Gifts Officer, TRF
    • 9. THE Peter DebergeROTARYFOUNDATION
    • 10. THE BILL WOULFINROTARY DRFC Chair 6900 Zone 34FOUNDATION Rotary International District 6900 Governor 2007-2008
    • 11. THE Bill GriffinROTARYFOUNDATION DRFC Chair 6970 Zone 34 Rotary International District 6970 Governor 2008-2009
    • 12. The Rotary Foundation Future Vision
    • 13. 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
    • 14. 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 $200,000Projects < $30,000 Projects > $30,000 Projects > $30,000 Local Scholars VTT VTT GSE Scholars Scholars
    • 15. Foundation Donation Flow$ $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
    • 16. New Grant Model• District Grants• Global Grants
    • 17. 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
    • 18. 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
    • 19. 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
    • 20. 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
    • 21. 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
    • 22. 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
    • 23. Preparation Steps - District• Comprehend District MOU• Establish Stewardship/Audit Committee• Establish District Financial Management Plan and Requirements• Understand District Qualification Process
    • 24. Preparation Steps - District• Establish District Calendar of Events• Create Robust District Foundation Website• Develop Club Education Plan
    • 25. 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
    • 26. 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
    • 27. 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
    • 28. 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
    • 29. 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
    • 30. 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
    • 31. 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
    • 32. 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
    • 33. Preparation Steps - Club• Understand Global vs. District Grant – Global > $30,000• Understand Sustainability and Measurability• Understand application process
    • 34. 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
    • 35. 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
    • 36. 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
    • 37. 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
    • 38. 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
    • 39. 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
    • 40. THEROTARY FOUNDATION
    • 41. 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
    • 42. THEROTARY JAMES ROBINSONFOUNDATION Future Vision Pilot Operations Division Manager The Rotary Foundation
    • 43. GLOBAL GRANTSSuccesses• Greater focus; better project design• Surpassing minimum threshold• Rolling application process• More innovation and collaboration
    • 44. COMPARISON OF FV DATA
    • 45. CONTRIBUTION TRENDSFor 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%
    • 46. PREPARING FOR LAUNCH•2012 InternationalAssembly Plateau L•2012 RRFC Institute E A R•PETS, District meetings N Steep acceleration I N•2012 International G Slow beginningConvention workshops TIME•Future Vision Trainers
    • 47. 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!
    • 48. THE ABBY MCNEARROTARY Manager, Pilot Operations DepartmentFOUNDATION Program Officer, District Grants & Global Grants
    • 49. 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
    • 50. 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
    • 51. Area of Focus & ScholarshipsIntended for career-minded professionalsTRF 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
    • 52. 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)
    • 53. Disease Prevention & Treatment• Emphasis on health promotion in addition to disease• Equipment purchases• Medical missions/surgeries
    • 54. • 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 toassessment of the from local sources, participants to measurable to provide strengthencommunity’s needs when possible. continue ongoing project objectives, long-term beneficiaries’ to identify a Ensure spare support. Identify and identify operation, capacity to meetneed 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 ameets 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 withmultiple 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
    • 55. THEROTARY FOUNDATION
    • 56. THE Robert HallROTARY Zone 34 End Polio Now CoordinatorFOUNDATION Rotary International District 6900 Governor 2001-2002
    • 57. Polio Eradication is our legacy & so are they
    • 58. Rotary’s #1 PriorityKeeping our promise isKey to our Membership Key to our Brand
    • 59. Rotary Chose This Fight
    • 60. No New Global Project until Polio Eradication is Completed
    • 61. Committed to aPolio-Free World
    • 62. IndiaPolio virus transmission interrupted as of 25 Feb 2012
    • 63. We Made a Difference!
    • 64. Nigeria95% reduction in polio cases from2009 to 2010
    • 65. AfghanistanAccessing difficult areas
    • 66. PakistanImproving surveillanceRenewing commitment
    • 67. 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
    • 68. ROTARY’S CHALLENGE NOWTO REMAIN FOCUSED ON OUR GOAL OF WORLDWIDE POLIO ERADICATION.
    • 69. 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
    • 70. THESE MEN AGREE, WE MUST
    • 71. Please Join Us for theRotary International Convention in Beautiful Lisboa, Portugal June 23 - 26, 2013
    • 72. THE PETER DOETSCHMANROTARY Planned Giving OfficerFOUNDATION The Rotary Foundation
    • 73. Major and Planned Gifts 2012 Regional Rotary Foundation Coordinator Institute 83
    • 74. Identify Cultivate Solicit Thank 2012 Regional Rotary Foundation Coordinator Institute 84
    • 75. • 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
    • 76. • 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
    • 77. 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
    • 78. • Charitable Gift Annuity• Deferred Charitable Gift Annuity• Charitable Remainder Trust 2012 Regional Rotary Foundation Coordinator Institute 88
    • 79. • 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
    • 80. • Major Gift Initiative - US$95 million goal• Endowed and Term Gifts• Multiple Naming Opportunities 2012 Regional Rotary Foundation Coordinator Institute 90
    • 81. Arch C. Klumph Bequest Society Major Donor SocietyUS$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
    • 82. Annual Fund CULTIVATE ASKMajor gifts CULTIVATE ASKArch C. Klumph Society CULTIVATE ASK 2012 Regional Rotary Foundation Coordinator Institute 92
    • 83. • 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
    • 84. • Lead by example• Work as a team• Educate• Ask• Thank 2012 Regional Rotary Foundation Coordinator Institute 94
    • 85. THEROTARY Steve LyonsFOUNDATION SHARE System Senior Coordinator
    • 86. SHARE How can our district spend the DDF?PAST PRESENT FUTURE
    • 87. SHARE When do we start spending the district’s 2013-14 DDF?JUL 2012 JAN 2013 JUL 2013 AUG 2013 JUN 20142013-14 Submit Donation FormsSHARE Kit Complete Qualification Begin Applying for District and Global Grants Receive Carry Forward Amount
    • 88. SHAREWhere does the district’s unspent DDF from 2012-13 go? 2012-13 2013-14
    • 89. SHARE How can our district spend the DDF?PAST PRESENT FUTURE
    • 90. THEROTARY CANDICE EMBLINGFOUNDATION TRF Packaged Grants manager The Rotary Foundation
    • 91. 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?
    • 92. Grant Types in Future VisionDistrict Grants Global Grants Packaged Grants
    • 93. Why Package?• Demonstration projects• Visibility/Promotion with other global organizations• Involvement opportunity for clubs – with limited resources – with lack of familiarity with TRF
    • 94. 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
    • 95. 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
    • 96. 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
    • 97. 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
    • 98. 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
    • 99. 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
    • 100. Questions?
    • 101. THE Jeremy HurstROTARY Governor 2013-2014 Rotary International District 7020FOUNDATION
    • 102. Update on District 7020’sTransition Plan for a Non - Pilot District
    • 103. District 7020 – overview• 2650± Rotarians• 84 Clubs• 10 Countries• 16 Islands• 3 languages• 1300 Miles• 1 day travel time
    • 104. 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.
    • 105. District 7020 - Strengths• CHALLENGES:Logistical, Geographical,Climatic, Organisational, Financial,• OPPORTUNITIES:To serve – need greater organisation,communication and planning.• STRENGTHS:Strong Organisational structure, Cohesive Leadership SuccessionPlanning. Vibrant Clubs.Dedicated, passionate Rotarians delivering great Rotary service.• Dedicated to supporting The Rotary Foundation
    • 106. 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
    • 107. 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”
    • 108. 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.
    • 109. ImplementationPreparing 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
    • 110. ImplementationDemystify – 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
    • 111. 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
    • 112. 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
    • 113. 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
    • 114. 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
    • 115. D7020 Organisational Structure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`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
    • 116. 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
    • 117. 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
    • 118. ImplementationNew D7020 Foundation Websiterotaryfoundation7020.org• Developed withPilot Mentor District6970 - via Webinar• Working oninterface withmatchinggrants.orgto manage:- Grant applications- Document retention- Reporting/Audit Trail
    • 119. On JULY 1 st 2013 The Future Vision of The Rotary Foundation becomesOur Rotary Foundation. ONLY 393 DAYS FROM TODAY.
    • 120. THE GARLAND MOOREROTARY District 6910 Future Vision Transition Team ChairFOUNDATION Rotary International District 6910 Governor 2008-2009
    • 121. THE ROTARY FOUNDATION DianneGARLAND MOORE Cammarata District 6910 District 6910 DRFC Chair Future Vision RICH PANYIK ALAN SMITHTransition Team Chair District 6910 District 6910 Permanent Fund Chair Transition Team Vice Chair
    • 122. THE RICH PANYIKROTARY District 6910 Permanent Fund ChairFOUNDATION RRFC, Zone 34, 2004-2007 Rotary International District 6910 Governor 1999-2000
    • 123. THE DIANNE CAMMARATAROTARY DRFC Chair 6910FOUNDATION Rotary International District 6910 Governor 2005- 2006
    • 124. THE ALAN SMITHROTARY District 6910 Future Vision Transition Team Vice ChairFOUNDATION Assistant District Governor Rotary International District 6910
    • 125. THE SALLY PLATTROTARY Rotary International District 6900 Grants ChairFOUNDATION

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