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Rotary Foundation – Club Chair Session

Rotary Foundation – Club Chair Session. TITLE. Ronald Smith & Mike McCarthy May 17, 2014. Responsibilities. Promoting OUR Rotary Foundation Foundation Moments Recognitions Managing Contributions Annual Fund/ EREY Polio Eradication Endowment / Major Gifts / Bequests

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Rotary Foundation – Club Chair Session

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  1. Rotary Foundation – Club Chair Session TITLE Ronald Smith & Mike McCarthy May 17, 2014

  2. Responsibilities

  3. Promoting OUR Rotary Foundation Foundation Moments Recognitions Managing Contributions Annual Fund/ EREY Polio Eradication Endowment / Major Gifts / Bequests Promote Participating in Programs Grants Peace Centers Polio Eradication What are your tasks

  4. How are contributions sent in Global Contribution Form On Line / My Rotary Rotary Direct Club vs. Individuals Club Reports / Recognitions CRS – Club Recognition Summary (PHF status, etc) MCR – Monthly Contributions Report (Club giving / District) Club Fundraising Analysis (5 year summary) EREY Club / 100% Sustaining Member 100% Paul Harris Fellow Club Paul Harris Society Contributions

  5. Rotary Foundation Summary

  6. Rotary Foundation Summary

  7. Rotary Foundation Summary

  8. Planning & Schedules

  9. Goal Setting / Funding Annual Fund (PHS/EREY/Sustaining Member) Endowment Fund Polio Eradication Planned Giving / Major Gifts Enter Goals in Club Central Planning / Program Participation District Grants Global Grants / consider partnering Peace Scholars Polio Eradication Goals & Plans

  10. April– June 30 Set Goals on Club Central for next Rotary Year Finalize your current year contributions (NOTE: after June 30, it delays program funding by one year ) Offer incentives for member contributions (Recognition Points) Attend District Training Assembly (Grant Management Trng) July - October Promote Rotary Foundation Manage contributions, present to club and members reports Attend Rotary Foundation Seminar with other members (Grant Management Trng) Nov – Dec Rotary Foundation Month: Presentations from Dist Committee End of Tax year, encourage giving Schedules

  11. Jan – March Renew Club’s District Grant MOU Apply for District Grants, due by March 30 Incentives for member contributions (Recognition Points) Look at contribution trends, implement plans to exceed goals All Year Promote Rotary Foundation and Resources for Club Projects Manage contributions, present to Club and members reports Develop / implement fundraising ideas Recognize contributors / PHF or other Provide reports to Club leaders Schedules

  12. Strike Out Hunger - Phillies Game (Aug) Golf Tournament (Oct ) Purple Pinkie 5 K / Polio (Fall) Rotary Foundation Seminar (Oct – Nov) GRANT MANAGEMENT TRAINING Recognition Events (Spring) District Grants (April) District Rotary Foundation Events

  13. Rotary Foundation Funding

  14. Foundation Funding Annual Fund Contributions SHARE System Contributions Endowment Fund Spendable Earnings PolioPlus Fund

  15. Divides Annual Fund contributions between District Designated Fund (DDF) World Fund Transforms contributions into grants, etc. Allows local Rotarians to determine how Club contributions are best put to use SHARE System

  16. At the end of 3rd Rotary year, Annual Fund contributions split: 50% to the World Fund 50% credited to district’s DDF Annual Fund Contributions

  17. The Trustees determine the spendable earnings. Contributions designated to Permanent Fund-SHARE, the spendable earnings are split: 50% to the World Fund 50% credited to district’s DDF Endowment Fund Earnings

  18. Two “Distribution” Funds District Designated Fund District directed Used by Rotarians in the District Spent on TRF grants and programs • World Fund • Trustee directed • Used by Rotarians worldwide • Spent on TRF grants and programs

  19. 2010-11 2011-12 2012-13 2013-14 Funds used Funds raised and invested SHARE Cycle Funds invested Funds invested $100,000 DDF &$100,000 World Fund $200,000 Annual Fund Permanent Fund spendable earnings NOT in 3-year investment cycle

  20. Funding Rotary Foundation Programs 50% of contributions 3 years prior Rollover and Transfers DDF Up to 50% Global Grants PolioPlus Donations Unused DDF rolls over to next year District Grants Transfer to other district Rotary Peace Centers Donations

  21. Example of District Designated Funds (DDF) US$100,000 District Designated Fund Up to 50% Remaining Balance Any amount to Global Grants, PolioPlus, or Rotary Peace Centers Up to $50,000 to District Grants Carry forward & transfers

  22. District Governor District Governor-elect District Rotary Foundation Committee Chair District Rotary Foundation Subcommittee Chairs Representatives from each Area Who is involved in Rotary Foundation planning? Contact them as you need !

  23. Rotary Website/My Rotary All forms for Foundation-related transactions Rotary Contacts / Call Center On line contributions All Reports (Note: To access, your Sec’y must enter you as Foundation Chair) Reporting / Club Central Global Grant application, management and reporting District Website District Committee contacts Deadlines District Events (Golf Tournament/Phillies/Seminar/etc.) District Grant application, management and reporting Resources

  24. Rotary at Work THANK YOU !

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