Foundation Stewardship and how to apply for Packaged Grants and identify your partners

1. Getting Ready for the Future
PRE PETS & SETS 2013-14
Foundation Stewardship
How to apply for Packaged Grants
and
Identify your partners

2. Why Future Vision ?
“Rotarians have long been doing service in support of
peace, health, education, and the alleviation of poverty
to further the mission of The Rotary Foundation.
The Future Vision Plan further focuses these efforts in a
few key areas of demonstrated Rotarian interest to
create more opportunities to collaborate with
other organizations and achieve greater worldwide
exposure for the work of Rotarians and their
Foundation.”
Luis Vicente Giay
Future Vision Committee Chair

3. Rotary Foundation
Stewardship & Reporting

4. Stewardship
• Treating TRF funds as a sacred trust
• Competent and thorough supervision of the
project
• Standard business practice
• Reporting irregularity to TRF
• Implementing projects as approved

5. Unlearn
• ,

6. Stewardship and reporting
• The Rotary Foundation Board of Trustees recognizes
that the funds received from Rotarians around the
world are voluntary contributions reflecting hard work
and dedicated support.
• As stewards of these funds, the Trustees stress the
importance of stewardship and proper financial
management, in any activities associated with
Foundation programs.
• An essential component of stewardship is the
preparation and submission of timely and accurate
grant reports.

7. Reporting requirements
• The Trustees require that club and district
grant sponsors submit progress reports to the
Foundation every 12 months for the life of
the grant and final reports within two months
of the project’s completion.
• Yearly progress and final reports must be
submitted through Future Vision website,
accessed through Member Access.

8. Reporting Cycle
• Foundation grants are considered up-to-date
with reporting if it has been less than 12
months since the last report was accepted or
the last payment was made.
• Clubs and districts can receive new grants as
long as they are up-to-date on reporting for
grants they have previously sponsored.

9. Risks of non-Reporting
• If more than 30 months have elapsed since
the grant was paid or the last yearly report
was submitted, a third reminder letter
informs the sponors that if they do not
submit a report within 30 days, the sponsor
clubs may be recommended for termination
to the RI Board of Directors.
• This is applicable to both Host and
International partner Clubs.

10. Reporting analysis
• The reporting analysis tracks each district’s
compliance with reporting requirements for
Rotary Foundation grant projects and is
conducted in July, October, January, and April.
• If a district is below 70 percent in all four
reporting analyses in one Rotary year and has
more than one grant overdue in each of those
analyses, it will be subject to suspension from
Foundation grant programs.
• Currently our District is 98% Compliant.

11. Integrity
• The trustees rely on the integrity of the clubs
and Rotarians engaged in project
implementation to ensure that funds are used
effectively for the purpose for which they
were given.
• A donor who understands that funds were
used in an appropriate and responsible
manner is more likely to give to the
Foundation again to support projects.

12. TRF - Future Vision
Packaged Global Grants

13. Packaged Grants
• Packaged global grants provide opportunities
for Rotary to work with The Rotary
Foundation’s strategic partners on
predesigned projects and activities funded
entirely by the World Fund.
• These projects and activities support the
areas of focus and can include
scholarships, humanitarian projects, and
vocational training.

14. Benefit of Packaged Grants
• These projects and activities support the
areas of focus and can include scholarships,
humanitarian projects, and vocational
training.
• Strategic Partners arranged by TRF
• Planned by Rotarians
• Encourage involvement by smaller clubs
• No cost to clubs

15. Ready Partners
Because the initial work of finding a strategic
partner and designing the general framework of
the project has already been done, Rotarians can
focus their talents and energies on implementing
the project. Participation could include:
• Assessing community needs and identifying
project beneficiaries
• Providing technical expertise, direct service, or
advocacy
• Promoting and publicizing the project
• Monitoring and evaluating the project

16. Fully Funded
• The requirements for international partnership
between project sponsors vary, depending on the
project's needs and objectives. These grants will be
implemented by Rotarians in conjunction with the
Foundation's strategic partners and will be fully
funded by the World Fund and the strategic partners.
• Because this type of grant is new, the Foundation is
starting with a few of them and will steadily increase
the number of grants over the course of time in order
to establish a well-rounded portfolio of opportunities.

17. Strategic Partners
• Aga Khan University (Currently only
for Kenya, Tanzania, Uganda)
• Mercy Ships (Currently only for Togo,
Guinea)
• Oikocredit (India, Uruguay, the
Philippines)
• UNESCO-IHE (For all Districts)
• More will be added soon

18. Oikocredit
• Okocredit, the world’s largest private provider
of financing to microfinance
institutions, lends funds to microfinance
institutions (MFIs) all over the world. In
turn, the MFIs make loans to
entrepreneurs, with a special emphasis on
rural communities and women.
• This packaged global grant, developed in
conjunction with Oikocredit.

19. Developing local entrepreneurs
• Rotarians collaborate with microfinance
institutions in their own communities to develop
and carry out targeted training programs that
increase the impact of microcredit lending.
• Area of focus: Economic and community
development
• Project countries: India, Uruguay, the Philippines
• Award amount: US$20,000-$50,000

20. How to Apply
1. Review the MFI profiles, including the project sponsor
expectations, and the terms and conditions.
2. Select an MFI and submit a proposal.
3. If the proposal is accepted, the MFI status will be marked
“Application in Progress.” Sponsoring Rotarians will be put
into contact with the MFI staff, and an application will be
emailed to the primary contact.
4. Work with the MFI to complete a needs
assessment, project implementation plan, and budget, all
of which will be detailed in the application.
5. Upload the application to the Future Vision site in Member
Access.

21. The Proposal
• Name of approved microfinance institute with which you
seek to work
• Describe why your club is interested in working with this
microfinance institute.
• Describe any previous experience your club has working
with microfinance projects.
• Describe what skills your club can offer that will support
the MFI’s strategic plan or organizational goals.
• Provide the approximate travel time from your club to the
communities served by the MFI. Given this
distance, confirm that your club members will be able to
meet the project’s on-site time commitment.

22. Expectations
• Rotarians will work with the MFI to conduct a needs assessment
based on direct contact with potential beneficiaries/borrowers.
• Each month, Rotarians will attend at least one in-person meeting
with MFI staff and interact directly with beneficiaries during all
phases of the project.
• Rotarians will take an active role in designing and developing a
project to meet identified needs and in preparing training
materials. In addition, they should be able to attend, implement, or
support the training events in person.
• Rotarians will monitor, measure, and evaluate project outcomes.
Pre- and post-training tests to measure the participants’ increase in
knowledge are required.
• In the post-project phase, Rotarians will give at least one formal
project presentation to their Rotary network

23. Selection Process
• Proposals will be reviewed on a first-come, first-
served basis.
• While an application is in progress, the
opportunity to work with that particular MFI will
be placed on hold and no further proposals will
be considered at that time.
• Once an application has been approved, TRF will
email notification to the sponsor club/district.
The MFI profile status will change to “No Longer
Available.”

24. UNESCO-IHE
• UNESCO-IHE Institute for Water Education is the
largest postgraduate water education institution in the
world and the only institution in the United Nations
system authorized to confer accredited Master of
Science degrees. The strategic partnership between
The Rotary Foundation and UNESCO-IHE aims to tackle
the world's water and sanitation crisis by increasing
the number of trained professionals to
devise, plan, and implement solutions in developing
and emerging countries.
• Through this partnership, scholarships will be awarded
to graduate students at UNESCO-IHE's Delft campus in
the Netherlands.

25. Scholarship for Water and
Sanitation Professionals
• The following packaged grant has been developed to
promote long-term productive relationships between
Rotarians and highly skilled water and sanitation
professionals in their communities. This grant will be
available to all Rotary districts for academic year 13-14
• The Rotary Foundation will provide Rotary clubs and
districts eight grants annually to sponsor scholarships
for graduate students in one of three MSc degree
programs at UNESCO-IHE in Delft, The Netherlands.
• Award amount: €25,000 paid directly to UNESCO-IHE

26. How to Apply
• The application for Scholarship for Water and
Sanitation Professionals for the academic year
2013-14 is currently under development and
will be available to Rotary club members
through a new online system in January 2013.

27. Global Grants
Identify your Partners

28. Partners
• TRF will identify a number of Strategic partners for the
packaged grants
• DGE has attended RI Convention, Bangkok and will
also be meeting his fellow classmates in January at the
International Assembly (San Diego, USA)
• DRFC (2013-16) will also be networking with his fellow
DRFC’s at the International Assembly
• PDG’s are another BIG resource with their connections
• DGSC can also help in identifying potential partners

29. ProjectLINK
• Connect with partners to serve communities
worldwide
• ProjectLINK is a searchable database that lists
Rotary club and district community service
projects in need of
funding, volunteers, donated goods, and/or
partners for a Rotary Foundation Matching
Grant.
• www.rotary.org/en/ServiceAndFellowship/MakeConnections/ProjectLINK

30. Make connections
• Rotary Friendship Exchange
• Rotary Fellowships & Action Groups
• Project Fairs/websites
• Group Study Exchange
• Twin clubs / Sister Club agreements
• RI Conventions
• Visiting International Rotarians

31. Every one is a potential partner
You just need to shake hands with them !

32. Thank You
Keep on DOING GOOD IN THE WORLD