Z34 Rotary Foundation Seminar 06-04-12

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

D. Brent Williams

Carlos Giraldo MARCY ULLOM

The
Rotary Foundation

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

THE
ROTARY FOUNDATION

Debra Lowe
Annual Giving Officer, TRF Major Gifts Officer,
TRF

THE
Peter Deberge
ROTARY
FOUNDATION

THE Bill Woulfin

ROTARY DRFC Chair 6900
Zone 34
FOUNDATION Rotary International District 6900 Governor 2007-2008

THE Bill Griffin
FOUNDATION Zone 34

The Rotary Foundation
Future Vision

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


• Comprehend District MOU

• Establish Stewardship/Audit Committee

• Establish District Financial Management Plan and
Requirements

• Understand District Qualification Process


• Establish District Calendar of Events

• Create Robust District Foundation Website

• Develop Club Education Plan

• 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

• 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

• 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

• Understand principles of sustainability

• Importance of community needs assessment

• Understand principles of community buy in

• Become familiar with Global Grant on-line
application process

• 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

• 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

• 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

• 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

• 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

• 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

• Bartram Trail Water/Sanitation $35,000
• Orange Park Sunrise Water/Sanitation/School Aids $37,550
• Daytona Beach West Education/Economic Development $36,100

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

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
James Robinson
ROTARY
FOUNDATION Future Vision Pilot Operations
Division Manager

Successes
• Greater focus; better project design
• Surpassing minimum threshold
• Rolling application process
• More innovation and collaboration

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%

•2012 International
Assembly
L Plateau

•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

• 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!

THE
Abby McNear
ROTARY
Manager, Pilot Operations Department
FOUNDATION Program Officer, District Grants & Global Grants

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, ensuring that the benefiting community can maintain the activities after
grant funding ends. Global grant projects must be sustainable and display the following characteristics:

Community Materials/ Monitoring/
Funding Knowledge Motivation
Needs Technology Evaluation

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.

Implementation
Planning Reporting

Global Grant Timeline

The
Rotary Foundation

Bill Griffin
Lee Phares
Assistant RRFC, Zone 34 34 District 6970
Kenan Kern District 6990
Russ Miller
34 District 6920 Assistant RRFC, Zone
34 District 6950

THE
Peter DeBerge
ROTARY
FOUNDATION

THE
Robert Hall
ROTARY Zone 34 End Polio Now Coordinator

Polio Eradication is our
legacy & so are they

Rotary’s #1 Priority
Keeping our promise is
Key to our Membership
Key to our Brand

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

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

Please Join Us for the
Rotary International Convention
in Beautiful Lisboa, Portugal
June 23 - 26, 2013

THE
Peter Doetschman
ROTARY Planned Giving Officer
FOUNDATION The Rotary Foundation

Major and Planned Gifts

2012 Regional Rotary Foundation Coordinator Institute 87

Identify Cultivate Solicit

Thank

• 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


• 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.


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.


• Charitable Gift Annuity

• Deferred Charitable Gift Annuity

• Charitable Remainder Trust


• 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

• Major Gift Initiative
- US$95 million goal

• Endowed and Term Gifts

• Multiple Naming Opportunities


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


Annual Fund
CULTIVATE ASK

Major gifts
CULTIVATE ASK

Arch C. Klumph Society
CULTIVATE ASK


• Debra Lowe
Major Gifts Officer, Zone 34

• Joanne Bertsche
Annual Giving Officer, Zones 33 and 34

• Peter Doetschman
Planned Giving Officer


• Lead by example
• Work as a team
• Educate
• Ask
• Thank


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

THE
ROTARY Candice Embling

FOUNDATION TRF Packaged Grants manager

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

THE Jeremy Hurst

ROTARY Governor 2013-2014
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.org

• 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 1st 2013
The Future Vision of
becomes

Our Rotary Foundation.
ONLY 393 DAYS FROM TODAY.

THE
Garland Moore
ROTARY District 6910 Future Vision Transition Team Chair

The
Rotary Foundation

Dianne
Garland Moore
Cammarata
District 6910
District 6910 DRFC Chair
Future Vision Alan Smith
RICH PANYIK
Transition Team Chair
District 6910 District 6910
Permanent Fund Transition Team
Chair Vice Chair

THE
RICH PANYIK
ROTARY District 6910 Permanent Fund Chair
FOUNDATION RRFC, Zone 34, 2004-2007

THE
Dianne Cammarata

THE
Alan Smith
ROTARY District 6910 Future Vision Transition Team Vice Chair
FOUNDATION Assistant District Governor

THE
Sally Platt
ROTARY Rotary International District 6900 Grants Chair
FOUNDATION

Z34 Rotary Foundation Seminar 06-04-12

Z34 Rotary Foundation Seminar 06-04-12

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Editor's Notes