Rotary Foundation Fund Development and SHARE

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Rotary FoundationFund Development and SHARE
GOVERNORS-ELECT TRAINING SEMINAR 28TH November
2007 (Wednesday)

• Session 7
• DGTM Chapter 6
• 0900 - 1030

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INTRODUCTION
(10 MINUTES)
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RRFC DensRegional Rotary Foundation Coordinator
Zones 4B, 2005-08
Wei Lin Dens Shao PDG,19992000 D3520
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(No Transcript)
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History
The Rotary Foundation
Sixth RI President Arch C. Klumph established The
Rotary Foundation as an endowment in 1917.
The Rotary Foundation was formally named in 1928
and awarded its first grant in 1929
Following Paul Harriss death in 1947- US1
million 18 International Graduate Scholarships
1957 the Foundation began recognition of
individuals as PHFs.
1965-Group Study Exchange program. Matching
Grants projects
1978 - Health, Hunger and Humanity (3-H) Grants
program
1985For Rtns, peace is more than a word . its
a philosophy.PolioPlus program was launched in
1985.
The Rotary Foundation Milestones in Building
Better Lives
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Learning Objectives

• Understand Foundation resources.
• Understand fund development and SHARE
  responsibilities.
• Develop district and zone teams to fulfill
  fundraising duties and goals.

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YOUR FOUNDATION RESOURCES

• (10 MINUTES)

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Your Regional Rotary Foundation Coordinators

• Zones 4B- RRFC 'Dens Wei Lin Shao
• Zones 6B- RRFC Krishnan V Chari
• Zones 7B- RRFC Gil E. Divinagracia

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RRFC Responsibilities

• Promote financial support for the Foundation.
• Promote programs support for the Foundation.
• Train Rotarians about the Foundation.

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How Can RRFCs Help?
0920-5
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How RRFCs Can Help

• RRFCs are available to
• Answer Foundation-related questions
• Help you develop a Foundation seminar
• Serve as a speaker at any Foundation function
• Provide Foundation-related information

0920-5
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What other resources can help you with your
Foundation responsibilities?
0920-4
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What other resources can help you with your
Foundation responsibilities?

• Trustees of The Rotary Foundation
• District Rotary Foundation chair and subchairs
• Foundation staff
• The RI Web site
• Assistant governors

0920-3
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Your Zone Team

• Regional Rotary Foundation Coordinator (RRFC)
• Annual Programs Fund strategic advisers (SA)
• Major Gifts advisers (MGA)
• Rotary Foundation alumni coordinator (RFAC)

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HistoryFund Development Volunteer

• 2001-02
• The structure of three senior volunteer leaders
• Regional Rotary Foundation Coordinator (RRFC)
• Annual Program Fund Strategic Advisor (APFSA)
• Major Gift Advisor (MGA)
• 2005-06
• To expand this structure to all zones and
  districts.

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The Structure of Senior Volunteer Leaders
RRFC
MGA
RFAC
APFSA
Foundation Alumni Resource Group (FARG)
DG
DGE
Assistant Governor
Rotary Foundation Alumni Coordinator (RFAC)
DRFCC
AGSCC
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Understanding SHARE

• (20 MINUTES)

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Understanding SHARE

• SHARE transforms Foundation contributions into
  Ambassadorial Scholarships, Matching Grants
  projects, Group Study Exchanges, and more.

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Would someone please describe SHARE to the group?
0940-8
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SHARE The Three-Year Cycle

• The Foundation uses contributions for program
  activities three years after funds are collected.
• The three-year cycle gives districts time for
  program planning and participant selection.
• The Foundation uses earnings from SHAREs
  investment cycle to pay for administration and
  fund development.

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SHARE How it Works
FUNDS IN
DDF World Fund
2008-09
Year 1 Year 2 Year 3
2011-12
FUNDS OUT
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What is the DDF?
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What is the DDF?

• District Designated Fund
• 50 percent of districts total money for Annual
  Programs Fund raised three years earlier
• Available for district use

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What is the World Fund?
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What is the World Fund?

• The other 50 percent of districts total money
  for Annual Programs Fund raised three years
  earlier
• Used for the Foundations matching funds in
  Matching Grants, Volunteer Service Grants, 3-H
  Grants, and to send out Group Study Exchange
  teams

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As district governor What are your SHARE
Responsibilities?
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SHARE Responsibilities

• As district governor, you will be responsible for
• Raising funds to invest into SHARE
• Working with your team to plan how the DDF will
  be used during your year in office
• Preparing your district for your successors year
  by completing necessary applications

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What are some of your other SHARE
Responsibilities?
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Other SHARE Responsibilities

• Working with the district Rotary Foundation
  committee
• Appointing a district Rotary Foundation
  committee chair, if necessary, or working closely
  with the current chair
• Ensuring that all available money in the
  District Designated Fund is allocated during your
  year as governor

0940-4
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Would someone please describe SHARE Planning to
the group?
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SHARE Planning

• District Rotary Foundation committee
• District Rotary Foundation committee chair
• District governor

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How does your district involve clubs in the
allocation of the DDF?
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How will you work with your districts Foundation
committee (DRFC) ?
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FUNDRAISING

• (15 MINUTES)

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What are your fundraising responsibilities?
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Fundraising Responsibilities

• Work with clubs to set fundraising goals.
• Work with the district Rotary Foundation
  committee to plan the use of the DDF.
• Promote EREY at club visits.
• Promote stewardship of Rotary Foundation funds.
• Express appreciation for contributions made by
  clubs and individuals.

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Fundraising for The Rotary Foundation
Contributions support the programs of The Rotary
Foundation and are vital to the ability of our
organization to do good in the world
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Would someone please describe Annual Programs
Fund to the group?
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Annual Programs Fund

• Supports Foundation programs
• Vital to the Foundations role today
• Contributions earn Paul Harris Fellow Recognition
• Contributions support EREY initiative

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What are clubs in your district doing to support
EREY?
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How many of you have clubs in your district that
do not contribute to TRF?
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How will you encourage these clubs to start
giving?
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Would someone please describe Permanent Fund to
the group?
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Permanent Fund

• Contributions support long-term sustainability of
  the Foundation.
• It supports Foundation programs.
• Contributors include Benefactors and Bequest
  Society members.
• Its key to the Foundations role in the future.

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DEVELOPING YOUR TEAM TO MEETFUNDRAISING GOALS

• (25 MINUTES)

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2007-08 Annual Programs Fund Goal
Annual Programs Fund goal for 2007-08 US120
million
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Would someone please describe Strategies for Goal
Setting to the group?
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Strategies for Goal Setting

• Discuss club goals with incoming club presidents
  early (before PETS).
• Encourage clubs to set their club goals higher
  than the previous year.
• Collect Club Goal forms during PETS.
• Monitor clubs progress toward their goals.

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How will you monitor clubs progress toward goals?
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What else can you do to reach your Rotary
Foundation annual giving goal?
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Reaching your Rotary Foundation annual giving goal

• Study clubs past giving.
• Ask every member to participate.
• Ask major donors to match small donations.

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Group Discussion

• Divide participants into groups
• Each group to assign one person to present the
  groups ideas
• Refer to the Foundation resources- earlier in the
  session.
• Group Reports

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Working with Your Team

1. Who will you work with to set and achieve
   Foundation goals for your district?
2. Who will you work with to increase contributions
   to the Annual Programs Fund?
3. Who will you work with to identify Rotarians
   capable of donating major gifts to the Permanent
   fund?
4. Who will you work with to monitor your districts
   progress toward goals?

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Regional Issues
the Rotary Foundation Code of Policy
1.070.1. Appointment and Term of District Rotary
Foundation Committee Chair (DRFCC)
(5 MINUTES)
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Appointment and Term of DRFCC

• DRFCC shall be appointed for a three-year term,
  subject to removal for cause.
• Any removal for cause must have the Trustee
  chairmans prior approval.
• The DG (if selected) scheduled for each of the
  years of the three-year term for the DRFCC will
  participate in the selection of the DRFCC.
• This selection should take place and be reported
  to TRF no later than 1 March.
• Districts will not have access to DDFs until
  the DRFCC is appointed.

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Relationship betweenthe DG and DRFCC

• The position of DRFCC is a position of
  responsibility and not a position of power.
• 1st Duty-With the direct leadership of DG, the
  chair works with the committee to plan,
  coordinate and evaluate all district Foundation
  activities.
• DRFCC serves as a member of the DGs team.
• The DG serves as an ex-officio member of the
  committee with full voting rights.
• DG appoints all of the district subcommittee
  chairs
• DRFCC is appointed for a three-year term,
  renewable for an additional three-year term.

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Regarding the subject of removal for cause

• It is best for districts to be able to resolve
  differences at the district level.
• If the issue is raised to the Foundation level
  there are no guarantees that the DG will be
  supported.
• It is best if these conflicts are resolved at the
  district level.

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Select a new DRFC chair
Zone 4B D3470 Zone 6B D3270
Zone 4B D3490 Zone 6B D3280
Zone 4B D3500 Zone 7B D3790
Zone 4B D3520 Zone 7B D3810

• subject to the agreement of the governors for
  whom the chair will serve during the three year
  assignment.
• The current DRFC chair may be reappointed but it
  must be for a three-year term and agreed
  to by the governors the chair will serve.

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REVIEW

• (5 MINUTES)

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Resources

• Zones 4B- RRFC 'Dens Wei Lin Shaio
• Zones 6B- RRFC Krishnan V Chari
• Zones 7B- RRFC Gil E. Divinagracia

• Member Access
• Publications
• www.rotary.org
• www.rotary2000.org ( for Chinese Rtns)
• The staff at The Rotary Foundation

1030-2
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Review of Learning Objectives

• Understand Foundation resources.
• Understand fund development and SHARE
  responsibilities.
• Develop district and zone teams to fulfill
  fundraising duties and goals.

1030-1
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(No Transcript)
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THANK YOU