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“Top 10”

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. “Top 10”. # 1 Know the basics of how Foundation-giving works. Annual Programs Fund.

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“Top 10”

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  1. District 7610The Rotary Foundation:Top 10 Things You Need to Know2014 Foundation SeminarPDG Chuck DavidsonDistrict Rotary Foundation ChairPDG Sandy DuckworthDistrict 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 SHARE

  6. “Top 10” # 2 • Set your club’s 2014-15 Foundation goals if you haven’t already.

  7. Club Foundation Goals Annual Fund PolioPlus Fund Major Gifts & Endowments

  8. On-Line Goal-Posting Tips • Don’t use symbols—no dollar signs, decimal points, and commas • Don’t double count PHS, Sustaining Members and EREY—each individual should be in only one of these three categories • If your final Annual Fund Total Goal is not more than your club’s 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 Navigator’s 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 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 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 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

  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 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

  26. “Top 10” # 8 • Track the status of your club’s 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

  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 (< 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 • 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

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

  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 Governor’s 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

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