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Learn how to set and document Club Foundation Goals, manage donations, handle multiple donor contributions, and understand recognition points in Rotary. Access a wealth of data through Foundation Reports to elevate your Rotary experience and impact.
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“Foundation: Beyond the Basics”District 7610 Training AssemblyMay 6, 2017PDG Chuck DavidsonZone 33 Assistant Regional Rotary Foundation Coordinator
Club Foundation Goals2017-18 Tab Annual Fund PolioPlus Fund Major Gifts & Endowment Fund
On-Line Goal-Posting Tips • Make sure you’re in the 2017-18 tab • Don’t use symbols—no dollar signs, decimal points, and commas • Check your Annual Fund 5-Year High value, and consider setting your Annual Fund goal at 10% over the highest value • Include a PolioPlus Fund goal;and then include the 3 Major Gifts and Endowment Fund goals even if some are zero
Documenting Donations • In case of a dispute, TRF always asks for documentation to make the case • Always take any substantial or June donation inside the Post Office so that you can obtain: • Dated postal receipt of your mailing from the clerk that shows destination • Always make and keep a copy of your accompanying donation form and check • Keep in mind—95+% of all disputes turn out to be club error
Multiple Donor Contributions Option 1 • Use official Form 094 • Writable and savable • Match names and ID #s to those on CRS • Only one designation per form • Be prepared to spend (lots of) time, if filling out for entire club • Print, include check and mail
Multiple Donor Contributions Option 2 • Use DaCdb Report 2.1 in “Reports” • Click “View” icon, not “Word” or “Excel” • Names, ID #s automatically populated! • Fill in default amount; change individual amounts as needed • Ignore “SUST MEMB” column • Only one designation per form • Right click form, print & mail
Club Recognition 100% Foundation Giving Club • 100% Members Give to any TRF Fund • $25 Minimum • $100+ Average 100% EREY Club • 100% Members Give to Annual Fund • $25 Minimum • $100+ Average 100% Paul Harris Society Club • 100% Members Give to any TRF Fund except Endowment • $1,000+ Minimum
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% Foundation Giving, 100% EREY, and 100% PHS clubs (see Club Foundation Banner Report for member-by-member status) • RECENT CHANGE! New members in a year are not counted in making banner award determinations
Recognition Points • Purpose: Allow one person to give, but another to be recognized for that gift • One point earned for each dollar given • Points can be transferred only once, but there’s a way around this restriction • “Recognition Amount”: Can be mixture of your dollars and another’s points to you • PHF multiple level based on this mixture • Only dollars count toward Major Donor status
Recognition Points • Listed as “Foundation Recog-nition Pts Available” in CRS column 7 • Consists only of points you have earned by cash donations • Useful to you only for giving (transferring) to someone else • So might as well do just that!! 2 1 1 2 • Part of your “Recognition Amount” in CRS column 4 • Consists only of points given to you by someone else • Useful to you in achieving PHF multiples (but not Major Donor) • Cannot be re-gifted to another; points can never be transferred (given) a second time
Checking Your Own Donation Record (Only You Can Do It)
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
Mining Foundation Reports (Wealth of Available Data)
Selected Reports REPORT ABBREVIATION KEY • Benf – Paul Harris Fellow and Benefactor Report • CBanr – Club Foundation Banner Report • CFund – Club Fundraising Analysis • CRS – Club Recognition Summary • DBanr – Foundation Banner Recognition Status Report • DDF – Available DDF by District • DFund – District Fundraising Analysis • DnrSum* – Donor Summary Report (*available to DRFC only) • MCR – Monthly Contribution Report • MD/BS – Major Donor, Arch C. Klumph Society, & Bequest Society Report • PHS – Paul Harris Society Report • PP – PolioPlus Report • SHARE – SHARE Contribution Detail
Reports • Amazing amount of useful information • Internally consistent • Updated daily • Will answer almost all Rotarian or club questions • Access varies • Use accompanying handout to identify which report will answer a specific question
Handout Example Giving Amount • District Annual Fund (DFund) (MCR) • District Annual Fund-SHARE (SHARE) • District PolioPlus(DFund) (PP) • District Endowment (DFund) (MCR) • District Total Giving (DFund) (MCR) (PP) • District Previous 4 Years (DFund) • Club Annual Fund (MCR) (CFund) • Club PolioPlus(PP) • Club Endowment (MCR) • Club Total Giving (MCR) (PP) (CFund) • Club Previous 4 Years (CFund) • Club All-Time (CRS) • Member Latest Contribution (CRS)
Handout Example Paul Harris Fellow • District All-Time (DFund) • District YTD (DFund) • Club # (CRS) • 100% PHF Club? (CRS) • Member PHF Level (CRS) (Benf) • Member Amount to Reach Next Level (CRS)
District Designated Fund (DDF)(Provides Local Control of Donated Funds)
District Designated Fund (DDF) • One-half of amount district members donated to Annual Fund-SHARE 3 years ago • Account balance maintained at TRF until expended; district requests, then TRF approves expenditures • DDF expended for District Grant, Global Grants, and transfers to other TRF funds (e.g., polio, peace ctrs) • TRF matches DDF for Global Grants on a dollar-for-dollar basis • Amass as much DDF as possible each year • Spend as much DDF as possible each year; this constitutes local control of your donations • DDF is never “lost”; all unused DDF rolls each year
Grant Partnering(Global Grants) GG1415953—Sewing Machines for Unemployed Women in India Total Grant Budget--$60,750!!
Grant Partnering(District Grant) • Excellent way to leverage a number of small awards into a more substantial total • Lead club is responsible for single application, project budget, combined award stewardship, and all reporting • Subordinate partners relinquish their own District Grant “quota” to join; their partnership constitutes their one allowed application • All partners must be “grant-qualified”
Using the “Annual Fund Exchange”(When Funding Global Grants)
Annual Fund Exchange • Technique for funding Global Grants • Most useful when: • Plenty of DDF available • Club plans to fund grant at $5,000+ level • Club gives most (not all) of their funding to AF instead of grant (club’s total contribution is unchanged) • District compensates by increasing its DDF payment to the grant (the “exchange”), enhancing TRF match • Club signs MOU formalizing a promise that their increased AF contribution will be over and above their current AF goal/planned giving • Results in higher available DDF in future years
New Funding Model • Became 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 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
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
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
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%