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District 7610 The Rotary Foundation: Top 10 Things You Need to Know 2014 Foundation Seminar PDG Chuck Davidson District Rotary Foundation Chair PDG Sandy Duckworth District Paul Harris Society Chair. “Top 10”. # 1 Know the basics of how Foundation-giving works. Annual Programs Fund.

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District 7610The Rotary Foundation:Top 10 Things You Need to Know2014 Foundation SeminarPDG Chuck DavidsonDistrict Rotary Foundation ChairPDG Sandy DuckworthDistrict Paul Harris Society Chair


Top 10
“Top 10”

# 1

  • Know the basics of how Foundation-giving works.


Annual Programs Fund

Earnings pay for

TRF

administration

YEAR 1

YEAR 2

YEAR 3

50%

50%

SHARE

District Designated Fund (DDF)

World Fund


Annual giving
Annual Giving

  • Unrestricted

  • Determines club per capita, EREY, and Sustaining Member status

  • Determines availability of funds for TRF programs 3 years hence

  • Tips for making giving easy

    • Recurring/automated giving: ROTARY DIRECT

    • Promoting giving by club dues option


Annual giving1
Annual Giving

  • Annual Fund(2013-14 final)

    • $597,678 (5.4% increase over 2012-13)

    • $271.67 per capita (!)

      • 1st in Zone, 1st in U.S., 9th in World

      • #1 Annandale ($4,371.58)

      • #2 Burke ($647.57)

      • #3 Vienna ($513.39)

      • Annandale keeps Ylonen Cup

    • No APF zero-giving clubs

    • 24 EREY banner clubs, 15 100% SM banner clubs

SHARE


Top 101
“Top 10”

# 2

  • Set your club’s 2014-15 Foundation goals if you haven’t already.


Club foundation goals
Club Foundation Goals

Annual Fund

PolioPlus Fund

Major Gifts & Endowments


On line goal posting tips
On-Line Goal-Posting Tips

  • Don’t use symbols—no dollar signs, decimal points, and commas

  • Don’t double count PHS, Sustaining Members and EREY—each individual should be in only one of these three categories

  • If your final Annual Fund Total Goal is not more than your club’s average over last 4 complete years, please reconsider and increase your total by upping “Other”


Top 102
“Top 10”

# 3

  • Post your Foundation goals to Rotary Club Central today.


Rotary club central
Rotary Club Central

  • Go to www.rotary.org and click on “My Rotary” at top

  • Click “Sign In” at left

  • Sign in with your e-mail address and password

  • Scroll down to “Rotary Club Central” on the left, and click “View Goals”

  • Under “Foundation Giving” tab, scroll down to “Goals and Progress”


Top 103
“Top 10”

# 4

  • Ensure your Club Foundation Chair (CFC) is known to RI and DaCdb.


Top 104
“Top 10”

# 5

  • Set the example for giving in your club.


Explaining why
Explaining Why

  • Our name is Rotary International

  • Rotary Club monitor “on the ground”

  • Tough reporting and checking system

  • Charity Navigator’s highest (4-star) rating



Paul harris society
Paul Harris Society Foundation each year they are financially able

  • Lead by example—most people want to follow a leader who walks the walk

  • Educate members where the money goes—100% to support our Service Above Self

  • Approach other club leaders and ask them to join with you

  • Announce to the club and seek the buy-in of other members


Phs giving
PHS Giving Foundation each year they are financially able

  • Paul Harris Society(2013-14 final)

    • 31 new PHS members

    • 206 cumulative total among active/honorary Rotarians

    • Program now administered by TRF in Evanston

    • D7610 is 2nd in Zone in PHS members


Other giving
Other Giving Foundation each year they are financially able

  • Polio(2013-14 final)

    • $101,033 cash (2.6% decrease from 2012-13)

      • McLean led district with $27,045

    • 4th in Zone

    • $10,000 DDF given

  • Total Giving(2013-14 final)

    • $759,011 cash (10.4% increase over 2012-13) (sum of Annual, Polio, Endowment, and Grants giving to TRF)

    • $35,000 DDF ($25,000 to Peace Centers; $10,000 to Polio)


Endowment fund
Endowment Fund Foundation each year they are financially able

  • Formerly known as the Permanent Fund

  • Principal never spent; only the earnings

  • Outright Gifts (cash, securities, real estate, tangible personal property)

  • Life Income Agreements (annuities, trusts)

  • Bequests (specific, residual, contingent)


Top 105
“Top 10” Foundation each year they are financially able

# 6

  • Know how to check your own donation record.


Donor history report
Donor History Report Foundation each year they are financially able

  • In My Rotary, then “The Rotary Foundation”, “Foundation Reports”, and “Donor History Report”

  • Donor Overview

    • Recognition (MD, BS, PHF, PHS, EREY, SM)

    • Gifts (APF, Polio, Endowment Fund cash, Other Restricted, pie chart)

    • Bequest Society, Benefactor Commitments

  • Transaction Detail

    • Contributions/Transfers


Top 106
“Top 10” Foundation each year they are financially able

# 7

  • Know the basics of Foundation-giving forms and reports.


Forms
Forms Foundation each year they are financially able

  • Contribution Form (123-EN)

    • For submitting a single contribution

  • Recognition Transfer Form (102-EN)

    • For requesting any transfer of recognition points

  • Multiple Donor Form (094-EN)

    • For submitting contributions from more than one member

  • Rotary Direct Form (712-EN)

    • For enrolling to make recurring contributions


Reports
Reports Foundation each year they are financially able

  • Monthly Contribution Report (MCR)

    • Club-by-club giving status for month and YTD, including per capita

  • Club Recognition Summary (CRS)

    • Member-by-member Paul Harris Fellow level and recognition points status

  • EREY Eligibility Report

    • Member-by-member EREY and Sustaining Member status YTD


Membership imp act
Membership Imp Foundation each year they are financially ableact

  • “Start” number (July 1 membership)

    • Never changes during year

    • Used to determine club’s per capita giving

  • “End” number (June 30 membership)

    • TRF makes name-by-name check

    • Used to determine 100% EREY and 100% Sustaining Member clubs (see EREY Eligibility Report for club status)

    • Pitfalls abound! Keep donations current with new members


Recognition points
Recognition Points Foundation each year they are financially able

  • Purpose: Allow one person to give, but another to be recognized

  • One point earned for each dollar given

  • “Recognition Level”: Can be mixture of your dollars and another’s points to you

  • Shows in column 4 of your Club Recognition Summary (CRS)

  • PHF multiple level based on this mixture

  • Only dollars count toward Major Donor status


Top 107
“Top 10” Foundation each year they are financially able

# 8

  • Track the status of your club’s giving through your Club Foundation Chair and district Foundation newsletter.


District foundation newsletter
District Foundation Newsletter Foundation each year they are financially able


Top 108
“Top 10” Foundation each year they are financially able

# 9

  • Take advantage of Foundation donations returned to district.


Trf programs
TRF Programs Foundation each year they are financially able

  • Humanitarian

    • District Grants

    • Global Grants

    • Vocational Training Teams

  • Educational

    • Global Scholarships

    • District Scholarships

    • Rotary Peace Fellowships


Areas of focus
Areas of Focus Foundation each year they are financially able

Peace and Conflict Resolution/Prevention

  • Disease Prevention and Treatment

  • Water and Sanitation

  • Maternal and Child Health

  • Basic Education and Literacy

  • Economic and Community Development


Grants
Grants Foundation each year they are financially able

  • District(2013-14 final)

    • $86,255 spent on 28 projects from 44 clubs

    • Typically $2,000 per club ($1,000 in 12-13)

  • Global(2013-14 final)

    • 6 new humanitarian grants involving 23 clubs, benefitting Cameroon, Zambia, India (2), Swaziland, South Africa

    • Used $119,344 of DDF on these 6


Vocational training teams
Vocational Training Teams Foundation each year they are financially able

  • 2013-14

    • “MicheLo” VTT to Swaziland to address literacy (train the trainer) and provide dental health support to a school for the disabled

    • Resulted from GSE visit in 2006-07

    • Funded by Global Grant


Global scholars
Global Scholars Foundation each year they are financially able

  • Graduate level

  • One to four years

  • Must be related to a TRF Area of Focus

  • Must study abroad

  • Must be accepted for admission

  • Must pass TRF approved language test

  • International and Host Sponsors (Club or District)

  • Funded by Global Grant


Global scholarship schedule
Global Scholarship Foundation each year they are financially ableSchedule


District scholars
District Scholars Foundation each year they are financially able

  • No restrictions on

    • Level (university or graduate)

    • Length of study

    • Area of study

    • Location of study

  • District determines

    • Criteria for award

    • Selection process

    • Amount of award

    • How to publicize availability


District scholars1
District Scholars Foundation each year they are financially able

  • District 7610 Criteria for Award

    • Extraordinary circumstances

    • Short term (< I year)

    • Vocational rather than academic

    • Local institution

    • Does not compete with normal club-sponsored scholarships

    • Rapid response

    • No deadlines

    • Funded from District Grant contingency


Scholars
Scholars Foundation each year they are financially able

  • 2013-14

    • One in South Africa (Fairfax) (Sophie McManus) Funded by Global Grant

    • One in England (Arlington) (Reagan Thompson) Funded by Global Grant

    • One at NVCC (McLean) (Amina Amisi) Funded by District Grant


Rotary peace fellowships
Rotary Peace Fellowships Foundation each year they are financially able

  • International Studies in Peace and Conflict Resolution

  • Master’s degree program

    • 50 fellows selected per year

    • Study at one of five Rotary Peace Centers (USA, England, Japan, Australia, Sweden)

  • Professional development certificate

    • 3 months intensive study - Thailand

    • 2 cohorts of 25 fellows each per year


Peace fellows
Peace Foundation each year they are financially able Fellows

  • 2013-14

    • One in Japan (Crystal City-Pentagon) (Sana Saeed)

  • 2014-15

    • One in Australia (Great Falls) (NabiSahak)


Peace fellow deadlines
Peace Fellow Deadlines Foundation each year they are financially able

  • Applications for programs starting in 2016-17

  • May 2015 – Applications to District chair

    • With club endorsement

  • June 2015 – District applicant interviews

    • District forwards nominations to TRF by July 1

  • Nov-Dec 2015 – TRF notifies candidates of results


Top 109
“Top 10” Foundation each year they are financially able

# 10

  • Set your sights on achieving EREY and 100% Sustaining Member club banners.


Club recognition
Club Recognition Foundation each year they are financially able

100% EREY Club

  • $100+ Club Per Capita

  • 100% Members Give Something to APF as of June 30

100% Sustaining Member Club

  • $100+ Club Per Capita

  • 100% Members Give $100+ to

  • APF as of June 30

100% Paul Harris Fellow Club

  • 100% Members are Paul Harris Fellows as of Any Given Date


Club recognition1
Club Recognition Foundation each year they are financially able

Top 3 Per Capita Giving Clubs


Club recognition2
Club Recognition Foundation each year they are financially able

$300+ Per Capita Giving Clubs


Club recognition3
Club Recognition Foundation each year they are financially able

  • TRF Elements in 2014-15 RI Presidential Citation (need a minimum of 30 points to qualify in this category) (March 31 deadline) [numbers in parentheses indicate points earned]

    • (required) Participate in a service project related to one of the Areas of Focus (10-15)

    • Club President personally donated to Rotary Foundation (5)

    • Submit and achieve 2014-15 Rotary Foundation goals on Rotary Club Central (5)

    • Support PolioPlus by a community fund raiser, OR by a public awareness campaign (5)


Club recognition4
Club Recognition Foundation each year they are financially able

  • TRF Elements in 2014-15 RI Presidential Citation (continued) (March 31 deadline)

    • Have at least 10% of members enroll in ROTARY DIRECT (5)

    • Sponsor or support a Rotary Peace Fellow (5)

    • Increase total Benefactors, Bequest Society and Paul Harris Society members by one (5)

    • Be a 100% EREY club by March 31 (10)

    • Achieve $100 per capita Annual Fund giving by March 31 (10)


Club recognition5
Club Recognition Foundation each year they are financially able

  • TRF Elements in 2014-15 Governor’s Citation (need any 2 to qualify in this category; any 3 to qualify “With Distinction”) (March 1 deadline)

    • Achieve a $185 per capita giving level

    • Contribute $1,500 to PolioPlus

    • Increase Paul Harris Society members by an amount equal to 10% of club membership

    • Participate in a Global Grant, either directly or in partnership with other clubs


Individual recognitio n
Individual Recognitio Foundation each year they are financially ablen

Paul Harris Fellow - $1,000+

Major Donor - $10,000+


Individual recognition
Individual Recognition Foundation each year they are financially able

Benefactor - $1,000+

Bequest Society - $10,000+


Individual recognition1
Individual Recognition Foundation each year they are financially able

Triple Crown

  • Paul Harris Fellow

  • RF Sustaining Member

  • Benefactor

Paul Harris Society - $1,000+/year


Trf calendar
TRF Calendar Foundation each year they are financially able

  • September 13, 2014 District Foundation Seminar

  • September 13, 2014 Final Club Qualification Makeup

  • October 31, 2014 Global Scholar Applications

  • November 8, 2014 District Foundation Banquet

  • November 16, 2014 Global Scholar Interviews

  • December 31, 2014 Donation Deadline for 2014 Taxes

  • February 1, 2015 District Grant Progress Reports

  • May 1, 2015 District Grant Final Reports


New funding model
New Funding Model Foundation each year they are financially able

  • Effective 1 July 2015

  • Necessary to maintain strong financial base and transparency

  • Strategy is to:

    • Ensure sufficient operating funds

    • Build an operating reserve (3 x operating expenses)

    • Distribute surplus to Endowment Fund


New funding model1
New Funding Model Foundation each year they are financially able

  • Unchanged: Annual Fund-SHARE gifts invested for 3 years, then split 50-50 between DDF and World Fund

  • Changed: 5% of total gift (10% of the 50% split to World Fund) is “earmarked” to cover operating fund shortfalls, if necessary

    • If this is unnecessary, earmarked funds are then used to build operating reserve, if necessary

    • If this is also unnecessary, earmarked funds are released unconditionally into the World Fund, or into Endowment Fund if World Fund has a surplus


New funding model2
New Funding Model Foundation each year they are financially able

  • Unchanged:No earmarking of gifts to PolioPlus and Endowment Funds

  • Changed: Club and individual cash contributions to approved Global Grants are increased by 5% over budget to cover grant administration costs

  • Changed: Large corporate gifts will have a negotiated administrative cost not to exceed 10%


Annual Fund-SHARE Foundation each year they are financially able

$1,000

Earnings pay for

TRF

administration

YEAR 1

YEAR 2

YEAR 3

50%

50%

$500

$500

SHARE

District Designated Fund (DDF)

World Fund


Annual Fund-SHARE Foundation each year they are financially able

$1,000

Earnings pay for

TRF

administration

YEAR 1

YEAR 2

YEAR 3

45%

50%

$500

5%

$450

5%

SHARE

$50

District Designated Fund (DDF)

World Fund


Questions? Foundation each year they are financially able


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