“10 Critical Points”

1. District 7610Foundation Chairs & Assistants: 10 Critical PointsDistrict Team TrainingMay 12, 2018PDG Chuck DavidsonZone Assistant Regional Rotary Foundation Coordinator

2. “10 Critical Points” # 1 • Know your job description.

3. Your Job Description • Specifies who you work for and what you do • Indicates who you should coordinate with • Focuses your efforts • Approved by our district • Posted on our district website

4. “10 Critical Points” # 2 • Be aware of Rotary International goals. RIPE Barry Rassin

5. RI Presidential Citation: Foundation Goals for Clubs • Contribute $100+ per capita to the Annual Fund • Increase # members involved in service projects • Hold a polio fundraising or awareness event • Conduct a significant local or international service project in an Area of Focus Humanitarian Service—do 3 of 6, which include:

6. “10 Critical Points” # 3 • Know district goals. DGE Glenn Yarborough

7. Governor’s Citation: Foundation Goals for Clubs • Club contributes $500+ to PolioPlus [10] • At least one member attends Foundation Seminar [20] • Have a District Foundation Team member speak to your club [25] • Every member contributes $50+ to TRF [10] Rotary Foundation—point value shown in red:

8. Governor’s Citation: Foundation Goals for Clubs • At least two members attend Foundation Banquet [20] • At least one member attends the Grant Management Seminar [20] • Increase Paul Harris Society, Benefactors, and Bequest Society mbrsby 1 each [20] Rotary Foundation—point value shown in red:

9. Governor’s Citation: Foundation Goals for Clubs • Attain $150+ per capita to Annual Fund-SHARE [25] • Achieve total club contribution to Annual Fund-SHARE of $1,500+ [15],or $2,000+ [20],or $3,000+ [30] Rotary Foundation—point value shown in red:

10. Governor’s Citation: Foundation Goals for Clubs • Participate in the DG’s signature project [15] • Be a new or renewing Peacebuilder Club [25] • At least two members attend a Rotary Peace event, OR celebrate International Women’s Day [15] Humanitarian Service—point value shown in red:

11. Governor’s Citation: Foundation Goals for Clubs • Sponsor a Rotary Peace Fellow applicant who is supported by district [25] • Participate in a District Grant OR a Global Grant [25] • Complete your club’s signature community service project [20] Humanitarian Service—point value shown in red:

12. “10 Critical Points” # 4 • Know district “policies” for Rotary Foundation matters. DRFC Juanita Cawley

13. District Foundation “Policies” • DDF is good; maximize it by emphasizing donations to Annual Fund-SHARE • Spend as much of available DDF as possible each year • Maximize clubs that use District Grant; only one project per club • Work to make grant applications acceptable, rather than disapproving them

14. District Foundation “Policies” • Allocate DDF generally only if a club formally participates as well • District hierarchy should participate if possible in Major Donor, Bequest Society, and Paul Harris Society award presentations • Donor appreciation functions are free to donors • Foundation Newsletter publishes only Foundation material

15. “10 Critical Points” # 5 Set personal goals.

16. “10 Critical Points” # 6 • Create an action plan.

17. Action Plan • Goal-related • Breaks objectives into manageable and measurable tasks (actions) • Sets deadline for each action • Serves as a “forcing function” on you

18. “10 Critical Points” # 7 • Be familiar with what other Foundation chairs do.

19. Coordination • Improves your Foundation knowledge • Enables you to see the “big” picture • Highlights necessary and/or useful coordination • Avoids “trespassing” into others’ areas

20. “10 Critical Points” # 8 • Mine TRF reports.

21. TRF Reports • Incredible amount of useful information • All in “Foundation Reports” in My Rotary DISTRICT-WIDE Monthly Contribution Report (MCR): start number; AF goal; AF, endow-ment, and total giving amounts; AF per capita; zero-giving clubs PolioPlus Report:polio giving amount Foundation Banner Status Report:status of clubs attaining EREY and TRF Giving banners District Fundraising Analysis:5-year fundraising history; new PHF, MD, and BS each year; PHS, Rot-DIRECT CLUB-WIDE Club Recognition Summary (CRS): recognition amount; PHF level; available points; latest donation; Benefactor; # MD, BS, PHF; Rotary-DIRECT; all-time giving; 100% PHF club? Paul Harris Society Report: PHS by name Club Foundation Banner Report:TRF Giving, EREY, Sustaining Mbr achieved by name; PHS, Rotary-DIRECT by name Benefactor Rpt:Benefctrs, PHF by name Club Fundraising Analysis:5-year history

22. “10 Critical Points” # 9 • Market your role to others.

23. Marketing • Area Foundation Advisor is principal Foundation team contact with clubs • Advocate to provide club programs • Develop rapport with selected member(s) in each club you can “You can’t be a resource to others if they don’t know who you are, what you do, and how you can help them.”

24. “10 Critical Points” # 10 • Use your resources.

25. Your Resources • DRFC Juanita • TRF reports • District Foundation Newsletter • Contact Center at RI Headquarters • TRF pubs available on RI website • Zone Seminar, Greensboro NC (Jun 1-2) • Foundation Seminar (Sep 22)

26. PDG Chuck Davidson Zone Assistant Regional Rotary Foundation Coordinator chuck.nita@cox.net