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The Rotary Foundation - 101 2013 Foundation Seminar. Outline. TRF Giving Administrative Tools Recognition TRF Programs TRF Calendar. Why The Rotary Foundation?. Our name is Rotary International Rotary Club monitor “on the ground” Tough reporting and checking system

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The Rotary Foundation - 101 2013 Foundation Seminar


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    1. The Rotary Foundation - 1012013 Foundation Seminar

    2. Outline • TRF Giving • Administrative Tools • Recognition • TRF Programs • TRF Calendar

    3. Why The Rotary Foundation? • Our name is Rotary International • Rotary Club monitor “on the ground” • Tough reporting and checking system • Charity Navigator’s highest (4-star) rating

    4. Annual Programs Fund Earnings pay for TRF administration YEAR 1 YEAR 2 YEAR 3 50% 50% SHARE District Designated Fund (DDF) World Fund

    5. Annual Programs 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

    6. Annual Programs Giving • Education • Foundation Thoughts • September District Foundation Seminar • November is Foundation Month—Plan Now • Speakers and Club Programs • District Foundation Newsletters

    7. Questions PDG Donna Phillips District Annual Giving Chair Rotary Club of Rappahannock-Fredericksburg ziarkowd@yahoo.com

    8. Questions PDG D. R. Butler District Major Gifts Chair Rotary Club of Mount Vernon dbutle64@aol.com

    9. Paul Harris Society: What is it? • Recognizes individual donors who pledge $1,000 to The Rotary Foundation each year they are financially able • Certificate and PHS “wings” to each donor • Clubs with 4 or more PHS members receive a PHS banner • 193 PHS members now • Goal: 250 members

    10. Growing PHS Members in Your Club • 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 & seek the buy-in of other members

    11. PHS Resources • District 7610 PHS web page: http://www.rotary7610.org/2012PHS.html • PHS Brochure • Membership Declaration

    12. Questions DGN Scott Mills District Paul Harris Society Chair Rotary Club of Great Falls smills@eblg.com 703.282.5725

    13. Endowment Fund • 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)

    14. Questions Steve Gresham District Endowment Fund Chair Rotary Club of Alexandria SGresham@nilesbolton.com

    15. Administrative Tools • My Rotary—RI Website • Rotary Club Central • Monthly Contribution Report (MCR) • Club Recognition Summary (CRS) • EREY Eligibility Report • Donor History Report

    16. Administrative Tools • Global Contribution Form (Form 123-EN) • Recognition Transfer Form (Form 102-EN) • Multiple Donor Form (Form 094-EN) • Rotary Direct Form (Form 712-EN)

    17. Administrative Tools • My Rotary—RI Website • 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 and click “Visit Rotary Club Central” • Select “Foundation Giving” and “Reports”

    18. Administrative Tools Monthly Contribution Report (MCR)

    19. Administrative Tools Club Recognition Summary (CRS)

    20. Administrative Tools EREY Eligibility Report

    21. Administrative Tools Donor History Report • In My Rotary, then “Visit Rotary Club Central”, “Foundation Giving”, “Reports”, Individual Reports • Donor Overview • Recognition (MD, BS, PHF, PHS Eligible, EREY, SM) • Gifts (APF, Polio, Permanent Fund cash, Other Restricted, pie chart) • Bequest Society, Benefactor Commitments • Transaction Detail • Contributions/Transfers

    22. Administrative Tools Contribution Form (Form 123-EN)

    23. Administrative Tools Recognition Transfer Form (Form 102-EN)

    24. Administrative Tools Multiple Donor Form (Form 094-EN)

    25. Administrative Tools Rotary Direct Form (Form 712-EN)

    26. Individual Recognition Paul Harris Fellow - $1,000+ Major Donor - $10,000+

    27. Individual Recognition Benefactor - $1,000+ Bequest Society - $10,000+

    28. Individual Recognition Triple Crown • Paul Harris Fellow • RF Sustaining Member • Benefactor Paul Harris Society - $1,000+/year

    29. Recognition Points • 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

    30. Club Recognition 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

    31. Club Recognition Top 3 Per Capita Giving Clubs

    32. Membership Impact • “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

    33. Club Recognition • TRF Elements in 2013-14 RI Presidential Citation (do 4 activities from the list of 9 below; do 5 for the Citation with Distinction) (March 31 deadline) • (required) Participate in a service project related to one of the Areas of Focus • Submit Foundation goals to Rotary Club Central • Support PolioPlus by a community fund raiser, OR by a public awareness campaign • Be a 100% EREY club on March 31

    34. Club Recognition • TRF Elements in 2013-14 RI Presidential Citation (continued) (March 31 deadline) • Be a 100% Sustaining Member club on March 31 • Have at least one member contribute to the Endowment Fund • Have at least 10% of members enroll in ROTARY DIRECT • Participate in a Global or Packaged Grant • Sponsor or support a Rotary Peace Fellow

    35. Club Recognition • TRF Elements in 2013-14 Governor’s Citation (do 3 activities from the list of 4 below; do all 4 for the Citation with Distinction) (May 31 deadline) • Achieve $200 per capita APF; all contribute • Contribute at least $2000 to PolioPlus • Contribute at least $500 to Rotary Peace Centers, OR at least one member attends Rotary Peace Center Conference • At least 10% of members attend District’s Rotary Foundation Seminar

    36. TRF Programs • Humanitarian • District Grants (DG) • Global Grants (GG) • PolioPlus • Educational • Vocational Training Teams (VTT) • Rotary Peace Fellowships • Global/District Scholarships

    37. Areas of Focus Peace and Conflict Resolution/Prevention • Disease Prevention and Treatment • Water and Sanitation • Maternal and Child Health • Basic Education and Literacy • Economic and Community Development

    38. TRF Programs District Grants • Formerly known as District Simplified Grants • 2012-13: 17 projects approved involving 35 clubs; typically $1000 per club • Total DSG amount disbursed, $44,696 • Total club contributions, $9,300 • Total other contributions, $15,520

    39. TRF Programs District Grants • 2013-14: 28 projects submitted from 45 clubs; typically $2000 per club • Total requested amount, ~$87,000 • Only one application per club allowed • Clubs often partner to increase overall grant size

    40. Questions Joe Akkara District Grants Chair Rotary Club of Falls Church jaakkara@aol.com Vance Zavela District All-Grants Chair Rotary Club of McLean vance.zavela@verizon.net

    41. TRF Programs Global Grants • Formerly known as Matching Grants • Foundation matches club (0.5 to 1) and/or district (1 to 1) funds for project • Requires international partner (host club) • 2012-13: 12 projects approved, involving 19 clubs serving 10 countries • 2013-14: grant sizes increase; budgets must exceed $30,000, none yet submitted

    42. Questions Andrew Wade Global Grants Chair Rotary Club of Dulles International Airport andrewdwade@gmail.com Vance Zavela District All-Grants Chair Rotary Club of McLean vance.zavela@verizon.net

    43. TRF Programs PolioPlus • Original Gates grant match complete, but eradication isn’t finished • “We’re this close!” • Still endemic in three countries: Pakistan, Afghanistan, Nigeria • New Gates grant match provides $35M per year for 5 years • Clubs still have polio goal to finish job

    44. Questions Colleen Bonadonna District PolioPlus Chair Rotary Club of West Point cblens@cox.net

    45. TRF Programs Vocational Training Teams • Formerly Group Study Exchange (GSE) • 2012-13: GSE with Australia D9465 • 2013-14: Entirely open; could be: • One-way “GSE look-alike” comes here • One-way VTT goes in connection with grant • Significantly increased flexibility • No age restrictions • Rotarian leader plus Rotarian/non-Rotarian mix of members • Flexible duration

    46. TRF Programs Vocational Training Teams • Tied to Area of Focus • Thrust: More vocational training, less sightseeing and social; oriented to specific mission • Find own partner if want exchange • Worked as grant; budget determines type • Over $30,000: Global Grant • Under $30,000: District Grant

    47. Questions PDG Andy Turner District VTT Co-Chair Rotary Club of Mount Vernon aturner33@verizon.net Michelle Peters District VTT Co-Chair Rotary Club of Bailey’s Crossroads meeshyp419@gmail.com

    48. TRF Programs Rotary Peace Fellowships • 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

    49. TRF Programs Rotary Peace Fellowships 2013-2014 Calendar - Tentative • Applications for programs starting in 2015-16 • May 4, 2014 – Applications to sponsor clubs • May 18, 2014 – Applications to District chair • With club endorsement • June 2014 – District applicant interviews • District forwards nominations to TRF by July 1 • Nov-Dec 2014 – TRF notifies candidates of results

    50. TRF Programs Rotary Peace Fellowships Resources and Contacts • District Chair, Rotary Peace Fellows Program • Lester Schoenelesterp@verizon.net 703.628.8346 • Rotary Website www.Rotary.orgRotary Peace Centers • Rotary Peace Fellowships Brochure (084-EN) • http://www.rotary.org/RIdocuments/en_pdf/084en.pdf • Rotary Centers for International Studies Alumni Brochure (092-EN) http://www.rotary.org/RIdocuments/en_pdf/092en.pdf • Rotary World Peace Fellowship Application (083-EN) • Program Guide for Rotarians (085-EN) • http://www.rotary.org/RIdocuments/en_pdf/085en.pdf