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 - PowerPoint PPT Presentation

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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

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Title: 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


1
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
2
Top 10
  • 1
  • Know the basics of how Foundation-giving works.

3
Annual Programs Fund
Earnings pay for TRF administration

YEAR 1
YEAR 2
YEAR 3
50
50
SHARE
District Designated Fund (DDF)
World Fund
4
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

5
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

6
Top 10
  • 2
  • Set your clubs 2014-15 Foundation goals if you
    havent already.

7
Club Foundation Goals
Annual Fund
Giving Level Donors Avg Amount Total Goal
PHS (1000)
SMs (100)
EREY (lt100)
Other Contribs
AF Goal TOTAL
PolioPlus Fund
PolioPlus Goal ()
Major Gifts Endowments
New Major Gifts (10K)
New Bequest Soc Mbrs
New Benefactors
8
On-Line Goal-Posting Tips
  • Dont use symbolsno dollar signs, decimal
    points, and commas
  • Dont double count PHS, Sustaining Members and
    EREYeach individual should be in only one of
    these three categories
  • If your final Annual Fund Total Goal is not more
    than your clubs average over last 4 complete
    years, please reconsider and increase your total
    by upping Other

9
Top 10
  • 3
  • Post your Foundation goals to Rotary Club Central
    today.

10
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

11
Top 10
  • 4
  • Ensure your Club Foundation Chair (CFC) is known
    to RI and DaCdb.

12
Top 10
  • 5
  • Set the example for giving in your club.

13
Explaining Why
  • Our name is Rotary International
  • Rotary Club monitor on the ground
  • Tough reporting and checking system
  • Charity Navigators highest (4-star) rating

14
  • 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

15
Paul Harris Society
  • Lead by examplemost people want to follow a
    leader who walks the walk
  • Educate members where the money goes100 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

16
PHS Giving
  • 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

17
Other Giving
  • 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)

18
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)

19
Top 10
  • 6
  • Know how to check your own donation record.

20
Donor History Report
  • 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

21
Top 10
  • 7
  • Know the basics of Foundation-giving forms and
    reports.

22
Forms
  • 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

23
Reports
  • 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

24
Membership Impact
  • Start number (July 1 membership)
  • Never changes during year
  • Used to determine clubs 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

25
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 anothers 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

26
Top 10
  • 8
  • Track the status of your clubs giving through
    your Club Foundation Chair and district
    Foundation newsletter.

27
District Foundation Newsletter
28
Top 10
  • 9
  • Take advantage of Foundation donations returned
    to district.

29
TRF Programs
  • Humanitarian
  • District Grants
  • Global Grants
  • Vocational Training Teams
  • Educational
  • Global Scholarships
  • District Scholarships
  • Rotary Peace Fellowships

30
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

31
Grants
  • 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

32
Vocational Training Teams
  • 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

33
Global Scholars
  • 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

34
Global Scholarship Schedule
Procedural Step Date
Clubs submit application to District Scholarship Chair. 31 October 2014
District interviews all Global Scholarship applicants. 16 November 2014
Obtain partner district(s) in the country(ies) of study. NLT 30 November 2014
Prepare online application w/ host district applicant. 16 Nov 2014 to 15 Jan 2015
Submit online application for TRF approval. 15 January 2015
Scholar(s) obtain required travel documents (visa(s), etc.) NLT 1 May 2015
Arrange for transportation to country(ies) of study NLT 15 June 2015

35
District Scholars
  • 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

36
District Scholars
  • District 7610 Criteria for Award
  • Extraordinary circumstances
  • Short term (lt 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

37
Scholars
  • 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

38
Rotary Peace Fellowships
  • International Studies in Peace and Conflict
    Resolution
  • Masters 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

39
Peace Fellows
  • 2013-14
  • One in Japan (Crystal City-Pentagon) (Sana
    Saeed)
  • 2014-15
  • One in Australia (Great Falls) (Nabi Sahak)

40
Peace Fellow Deadlines
  • 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

41
Top 10
  • 10
  • Set your sights on achieving EREY and 100
    Sustaining Member club banners.

42
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

43
Club Recognition
Top 3 Per Capita Giving Clubs
44
Club Recognition
300 Per Capita Giving Clubs
45
Club Recognition
  • 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)

46
Club Recognition
  • 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)

47
Club Recognition
  • TRF Elements in 2014-15 Governors 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

48
Individual Recognition
Paul Harris Fellow - 1,000
Major Donor - 10,000
49
Individual Recognition
Benefactor - 1,000
Bequest Society - 10,000
50
Individual Recognition
Triple Crown
  • Paul Harris Fellow
  • RF Sustaining Member
  • Benefactor

Paul Harris Society - 1,000/year
51
TRF Calendar
  • 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

52
New Funding Model
  • 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

53
New Funding Model
  • 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

54
New Funding Model
  • 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

55
Annual Fund-SHARE
1,000
Earnings pay for TRF administration

YEAR 1
YEAR 2
YEAR 3
50
50
500
500
SHARE
District Designated Fund (DDF)
World Fund
56
Annual Fund-SHARE
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
57
  • Questions?
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