Category Archives: Future Vision Plan

Rotary Foundation Grant Management Seminar 2012

D1130
THE ROTARY FOUNDATION

GRANT MANAGEMENT SEMINAR 2012-13

THURSDAY 24th May 2012
6.00pm for 6.30pm
York Gate

Finger buffet with soft drink (available from 6.00pm)

The Rotary Foundation (TRF) require that all Clubs participating in Foundation
activities (Grant applications, hosting Foundation Scholars and nominating
participants for scholarships or Vocational Training Teams) attend a Grant
Management seminar and in due course complete a Memorandum of Understanding
relating to the obligations and responsibilities associated in using TRF monies.
This needs to be undertaken every Rotary year with the documentation completed by
the new Club officers.

This seminar will help everyone’s understanding of the operation of TRF and
increase awareness of opportunities available for Grants and Programmes

ITEMS FOR DISCUSSION and PARTICIPATION
The Rotary Foundation Mission
• Essential requirements
D1130 achievements
o Club qualification
Outline of Grant programmes
• Example scenarios
Foundation Funding Model
• Fund Raising and Recognition
Grant procedures

COST only £5.00 per person

Please advise delegate numbers to ensure appropriate catering provision.

d1130-trf-seminar-2012

Future Vision Plan Newsletter – Aug 2011

PROJECT HIGHLIGHTS
Global grant scholar focuses on human rights
A Rotary Foundation Global Grant is helping a scholar from New Zealand to realize her dream of becoming an advocate for human rights. Find out how she and her sponsor Rotarians are making an impact in the peace and conflict prevention/resolution area of focus.
WHAT’S GOING ON?
International Literacy Day is 8 September
Organize a literacy project to celebrate. Read about International Literacy Day, and learn about Rotary’s basic education and literacy area of focus in this e-learning module.
District grant reporting
As part of the district grant reporting process, pilot districts are asked to describe their procedure for allocating district grant funds, as well as any challenges they’ve faced while implementing grant activities. Many pilot districts have already closed their 2010-11 district grant and offered valuable feedback. In this sample final report, District 1070 (England) explains its system for managing a large number of district grant requests and illustrates how to report changes to the original spending plan.

Rotary Foundation Future Vision Pilot News – July 2011

July 2011  |  http://www.rotary.org/futurevision
PROJECT HIGHLIGHTS
Helping to “bite malaria back” in Mali
Last year, malaria claimed the lives of almost 750,000 people in sub-Saharan Africa, 85 percent of them young children. A Rotary Foundation Global Grant project supported by Rotarians in four countries is giving kids in Yirimadjo hope for a malaria-free future.Read more.
 
Model district grant spending plan
District 2070 (part of Italy; San Marino) will use a 2011-12 district grant to fund the renovation of a school in India, a scholarship for a student attending the University of London, a cultural exchange between musicians in Italy and Venezuela, and a variety of other projects. Download the spending plan.
WHAT’S GOING ON?
Future Vision pilot at year 1
The first year of the Future Vision pilot has been an exciting one. Here’s a summary of grant activity for the year:
District grants
Total applications approved:
95
Total District Designated Fund amount approved (US$):
$6,080,009
Global grants
Total applications approved:
208
Total World Fund amount approved (US$):
$5,305,905
Total funding (World Fund and sponsor contributions):
$11,987,176
Peace and conflict prevention/resolution grants approved:
17
Disease prevention and treatment grants approved:
43
Water and sanitation grants approved:
60
Maternal and child health grants approved:
23
Basic education and literacy grants approved:
35
Economic and community development grants approved:
30
  
Online access for district grants subcommittee chairs
Pilot district grants subcommittee chairs now have access to their district’s Future Vision Pilot Site, where they can view global grant applications submitted by their district and its member clubs. Learn more about submitting global grant applications.

District Grant Seminar – 21 July 2011

It is a requirement of The Rotary Foundation (TRF) that all Clubs participating in Foundation activities (Grant applications, hosting Foundation Scholars and nominating participants for scholarships or Vocational Training Teams) attend a District Grant Management seminar and in due course complete a Memorandum of Understanding relating to the financial obligations associated in using TRF monies. This needs to be undertaken every Rotary year with the documentation completed by the new Club officers.  This seminar will help everyone’s understanding of the operation of TRF and increase awareness of opportunities available for Grants and Programmes. Contact Mike Hodge for more details.

Foundation Reconnections Newsletter – June 2011

Former peace fellows help Haiti rebuild
Alex Buchanan image Rotary Peace Centers training is put to prime use in the field. Watch the video. Read more.
Alex Buchanan image Rotarians respond to Japan earthquake, tsunami
Rotarians and alumni find creative ways to raise money for relief efforts. Read more.
Alex Buchanan image Push to end polio draws alumni support
Former scholars and GSE team members join in raising funds, immunizing children. Read more.
Alex Buchanan image Spreading the word about peace
Former Rotary Peace Fellows start their own peace studies programs. Read more.
Latest News
Zone winners of the 2010-11 Global Alumni Service to Humanity Award

New Rotary Peace Center established at Uppsala Universityin Sweden
Fast Facts
Among alumni who give generously to The Rotary Foundation (as of 31 March), 592 are Major Donors, who each have contributed US$10,000 or more, and 26 are members of the Arch C. Klumph Society, which honors people who contribute $250,000 or more. Alumni have contributed more than $533,000 to the Annual Programs Fund and over $183,000 to Rotary’s US$200 Million Challenge for polio eradication. Your gift enables the Foundation to help improve the lives of people worldwide.
Did You Know?
Here are four ways you can help promote the Rotary Peace Centersand find candidates in your community.

 

Future Vision Pilot News – June 2011

PROJECT HIGHLIGHTS
Vocational training teams give kids an edge
Global grant-funded vocational training teams from districts 7980 (Connecticut, USA) and 9400 (Botswana; Mozambique; South Africa; Swaziland) met in Rustenburg, South Africa (pictured), to share ideas for improving early childhood education and providing online teacher training. Read more about the teams.
Model district grant spending plan
District 1860 (Germany) received a 2011-12 district grant to fund two international scholarships, a family health and water project in Senegal, after-school assistance for local underprivileged schoolchildren, and other efforts. Download this model district grant spending plan.
WHAT’S GOING ON?
Reauthorize before 31 July
The 2011-12 district governor, district Rotary Foundation committee chair, and district governor-elect must complete the annualqualification reauthorization process between 1 and 31 July. This ensures that district leaders agree to the memorandum of understanding and that their information is accurate. Districts remain qualified and eligible to apply for grants during the reauthorization period. Districts that do not reauthorize risk losing their ability to participate in the Future Vision pilot. Questions? E-mail fvqualification@rotary.org.
New packaged global grants
The Foundation Trustees have agreed to form a strategic partnership with Aga Khan University. This private, nonsectarian university, which promotes professional education in the developing world, operates nursing schools in Kenya, Tanzania, and Uganda. Packaged global grants will support scholarships and vocational training teams. Learn more about packaged global grants and find vocational training team application forms online.
Making contributions
Keep the following tips in mind to ensure you submit successful global grant contributions:
  • Contributions can only be submitted for approved grants. Contributions received prior to approval will be applied to the Annual Programs Fund.
  • Outside funding, such as contributions from other organizations, may not be sent to the Foundation, even if listed on the approved grant financing. All outside contributions should be sent directly to the project account.
  • Nonpilot clubs and districts may not send contributions for global grants to the Foundation; however, they may send contributions directly to the project account.
  • Documentation, such as a bank statement or deposit slip, must be forwarded to the Future Vision payment coordinator for all contributions sent directly to the project account.
  • If contributions received by the Foundation exceed the approved budget amount, the excess amount will not be returned to the project sponsors. Instead, it will be credited toward the clubs’ Annual Programs Fund donations.
Need more details? See the terms and conditions or contactLauren Murrell, Future Vision payment coordinator.

 

Rotary Foundation Future Vision Pilot Newsletter – May 2011

PROJECT HIGHLIGHTS
District provides global grant scholar with a world of opportunity
Global grants are a great way to provide scholarships with a strong impact in the areas of focus. Read how District 6150 (Arkansas, USA) made it possible for global grant scholar Jessica Clendenning to study sustainable development in the Netherlands and complete a field project in India.
Jessica Clendenning (right) visits a dairy farm in the Netherlands with other students studying the environment and rural livelihoods.
See club and district partnerships at work
Through the Future Vision pilot, clubs and districts are finding new ways to work with their counterparts to create bigger and better projects. Read more about partnerships, including tips for finding a partner.
Check out a model district grant spending plan
District 1911 recently applied for a US$8,020 district grant to fund several community efforts in Hungary, such as providing scholarships for low-income students, plants and tools for an orphanage garden, a laptop computer to help screen children with congenital heart defects, and youth recreation equipment. View the spending plan.
WHAT’S GOING ON?
Follow Future Vision at the RI Convention
Planning to attend the 2011 RI Convention in New Orleans, Louisiana, USA? If so, check out these Future Vision workshops and networking opportunities:
  • Future Vision Update: Includes an overview of the Future Vision Plan and a progress report. Monday, 23 May, 14:00-15:00. Open to all Rotarians.
  • Future Vision Networking: Provides an opportunity to network with other pilot districts and generate project ideas based on the areas of focus. Monday, 23 May, 15:30-16:30. Open to Rotarians in pilot districts.
  • Future Vision Pilot District Discussion: Offers a chance to share experiences from the pilot. Tuesday, 24 May, 10:30-11:30. Open to Rotarians in pilot districts.
Encourage Rotarians in your club or district to attend the conventionand Let the Good Times Roll … Again!
Report on use of District Designated Fund
As part of the qualification process, Future Vision pilot districts agreed to report on the use of all District Designated Fund allocations to their clubs each year. This promotes transparency and accountability, fosters districtwide knowledge of grant activity, and allows for easier reporting to The Rotary Foundation. Districts can determine the best way to communicate this information to clubs.
Read about strategic partnerships, packaged global grant opportunities
The Foundation Trustees have reached an agreement with Oikocredit International, a Netherlands-based cooperative financial institution that promotes socially responsible investing, to form the first strategic partnership under the Future Vision Plan. Read more about the official launch of this partnership.
In April, the Trustees agreed to establish a strategic partnership withMercy Ships, a global development organization that addresses health care issues in the developing world. The Foundation will work with Mercy Ships to create packaged global grant opportunities for vocational training teams to support disease prevention and treatment efforts in West Africa.
Information on applying for packaged global grants will be available soon at www.rotary.org. Questions? E-mail Candace Embling, packaged global grant project manager, atcandace.embling@rotary.org.

 

Future Vision Pilot Newsletter – April 2011

Welcome to Future Vision Pilot News! This monthly newsletter from The Rotary Foundation provides Future Vision pilot districts with information, tips, and resources to guide them through the grant process.
PROJECT HIGHLIGHTS
Japanese club discovers simplicity of Future Vision
One of the advantages of the Future Vision Plan is its simplicity.Find out how a Japanese club learned firsthand that the plan is simpler than the traditional grant-making model.
Members of the Rotary Club of Kyoto Yawata, Kyoto, Japan, greet children on the grounds of an elementary school in Baoji, Shaanxi, China. The club used district grant funds to expedite repairs to the school, which had been damaged by an earthquake.
Check out a model district grant spending plan
District 4420 (Brazil) is using the 2010-11 district grant funds it received in November to support more than 30 club- and district-sponsored projects. These efforts include furnishing a local computer lab, providing recreational equipment to a homeless youth center, funding a vocational training team exchange with a nonpilot district, and purchasing books for an area orphanage. View the district grant spending plan, and consider using it as model for your own plan.
WHAT’S GOING ON
Look for new packaged global grant opportunities
In January, The Rotary Foundation Trustees approved packaged global grant opportunities for Rotary clubs and districts to conduct projects with Oikocredit and Aga Khan University. Full descriptions and application instructions will be available online in the coming weeks. Packaged grants begin with a strategic partnership established between the Foundation and an international organization that is addressing needs related to Rotary’s areas of focus. Grant opportunities are designed in collaboration with the strategic partner, then offered to pilot clubs and districts.
Review reporting requirements for microcredit projects
An essential step in developing a microcredit project is to thoroughly review reporting requirements and discuss them with the partnering microfinance institution. This step ensures that Rotarians have access to all necessary records. Refer to the new Global Grants Report Supplement for Microcredit Projects for more information. Please note that this supplement must be submitted through Member Access in addition to the online global grant report. For more information, contact Candace Embling.
Follow Future Vision at the RI Convention
Attending the 2011 RI Convention in New Orleans, Louisiana, USA? If so, check out these Future Vision workshops and networking opportunities:
  • Future Vision Update: Includes an overview of the Future Vision Plan and a progress report. Monday, 23 May, 14:00-15:00. Open to all Rotarians.
  • Future Vision Networking: Provides an opportunity to network with other pilot districts and generate project ideas based on the areas of focus. Monday, 23 May, 15:30-16:30. Open to Rotarians in pilot districts.
  • Future Vision Pilot District Discussion: Provides an opportunity to share experiences from the pilot. Tuesday, 24 May, 10:30-11:30. Open to Rotarians in pilot districts.
Encourage Rotarians in your club or district to register for the convention and Let the Good Times Roll … Again!
Plan a World Health Day project
Rotary clubs have an excellent track record in carrying out health projects. With the recent celebration of World Health Day on 7 April, what better time to begin planning a project for 2011-12? Read more about World Health Day.
Observe the International Day of the Midwife, 5 May
To celebrate the International Day of the Midwife next month, consider planning a maternal and child health project or organizing other activities to raise awareness of midwifery issues. Find outmore.

Future Vision Pilot News – March 2011

WHAT’S GOING ON
District appointments under Future Vision
Under the Future Vision Plan, district Rotary Foundation committees have just three subcommittees: PolioPlus, grants, and fundraising. Subcommittee chairs should be appointed via Member Access. If necessary, districts may create additional subcommittees, but RI doesn’t track these appointments. Read more about the district leadership structure.
Rotary Peace Centers mailing list
Future Vision pilot districts are encouraged to recruit and endorse Rotary Peace Fellows. As explained above, the district Foundation committee structure has changed, so pilot districts no longer have a district Rotary Peace Fellowships subcommittee chair. All Future Vision pilot district governors and grants subcommittee chairs automatically receive information about the peace centers. If someone in your district is acting as a liaison to the Rotary Peace Centers, you can add him or her to the peace centers mailing list by sending the person’s name and e-mail address toniki.fritz@rotary.org.
Submitting district grant reports
In February, pilot district officers received a mailing that reviewed the process for completing the 2010-11 district grant report and clarified the impact this report will have on 2011-12 district grants. District grant reports are submitted via Member Access and are due within 12 months of grant payment or 2 months of the complete disbursement of funds. The 2011-12 district grant application is available on Member Access and can be submitted anytime before May 2012.
Vocational training team application timeline
Global grant applications for vocational training teams should be submitted three monthsbefore travel, allowing time for review, approval, completion of payment requirements, and grant funding. Many team expenses are incurred at the outset of the grant, so allowing enough time to obtain grant funding before travel is essential. Please keep this deadline in mind as you develop a planning timeline for your vocational training team.
World Water Day is 22 March
World Water Day is approaching quickly. Consider planning a water or sanitation project in your club or district. Read more about World Water Day.

Submitting global grant applications
As a friendly reminder, there is no deadline for the submission of global grant applications. Proposals and applications for global grants are accepted on a rolling basis throughout the year. Proposals and applications pending at the end of the Rotary year will remain available for completion into the new year.
PROJECT HIGHLIGHTS
District 5020 district and global grants
District 5020 (parts of British Columbia, Canada, and Washington, USA) and its clubs have done an excellent job of getting involved in both district and global grants. Many of their efforts focus on supporting basic education and literacy. Read more.
Model district grant spending plan
District 9100 (West Africa) is using its 2010-11 district grant funds to support more than 20 activities, which will offer a wide range of humanitarian benefits. The activities will include two vaccination campaigns to combat meningitis and typhoid fever, a project to help refurbish several village water pumps, an adult literacy effort, the provision of bio-sanitation facilities for a primary school in Ghana, and an eye-screening project that will also provide surgery to people with cataracts and glaucoma. View the spending plan.
TRAINING AND RESOURCES
Basic education and literacy resources
Are you planning a basic education and literacy project? If so, learn more about implementing the area of focus goals in global grant projects and activities by taking this e-learning module.
These resources may also be helpful in identifying and addressing needs:
Looking for a project partner?
Philippe Lamoise, past governor of District 5340 (California, USA), has set up a global grants website that’s specifically for pilot districts looking to partner with other pilot districts on global grant activities. Use the site to list your project or to find one that needs support. Posting a project on this site will not automatically submit it to The Rotary Foundation. The project partners must submit the proposal and complete the application process via Member Accessonce they’ve agreed to undertake a project together.
Future Vision pilot group on LinkedIn
Have you logged on to the Future Vision pilot LinkedIn grouprecently? Open to all Rotarians in pilot districts, this discussion group provides an excellent forum for sharing best practices and finding project partners.
Grant Management Addendum
An addendum to the Grant Management Manual provides additional information on scholars and vocational training teams, as well as three new case studies. Find the addendum on pages 43-54 of theGrant Management Manual and pages 91-103 of the Grant Management Seminar Leaders’ Guide.
Qualification resources
Need ideas for creating a document retention plan? Wondering why it’s necessary to plan ahead for the custody of a bank account? Several qualification resources can help you manage grants and implement the memorandum of understanding (MOU). Although created for district qualification, these materials can be used for club qualification as well.