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The Rotary Foundation 2012 CLTS

The Rotary Foundation 2012 CLTS. Why The Rotary Foundation?. Our name is Rotary International Rotary Club monitor “on the ground” Tough reporting and checking system Charity Navigator’s highest (4-star) rating. Outline. Club Annual Giving Goals Administrative Tools Recognition

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The Rotary Foundation 2012 CLTS

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  1. The Rotary Foundation2012 CLTS

  2. Why The Rotary Foundation? • Our name is Rotary International • Rotary Club monitor “on the ground” • Tough reporting and checking system • Charity Navigator’s highest (4-star) rating

  3. Outline • Club Annual Giving Goals • Administrative Tools • Recognition • TRF Programs • TRF Calendar

  4. Club Annual Giving Goals • Setting and meeting goals—Club Rotary Foundation Committee Manual – 226E-EN • Getting club buy-in • Tips for rolling out club goals • Making giving easy • Recurring/automated giving: ROTARY-DIRECT • Promoting giving by club dues option

  5. Club Annual Giving Goals • Education • Foundation Thoughts • November is Foundation Month—Plan Now • Speakers and Club Programs • Newsletters • District Foundation Newsletter • E-mails from TRF

  6. Annual Programs Fund Earnings pay for TRF administration YEAR 1 YEAR 2 YEAR 3 50% 50% SHARE District Designated Fund (DDF) World Fund

  7. Administrative Tools • Member Access—RI Website • Monthly Contribution Report (MCR) • Club Recognition Summary (CRS) • EREY Eligibility Report • Global Contribution Form (Form 123-EN) • Recognition Transfer Form (Form 102-EN) • Multiple Donor Form (Form 094-EN)

  8. Administrative Tools • Member Access—RI Website • Go to www.rotary.org and click on “Member Access” at top right • Enter your user name (e-mail address) and password (if you do not have one or forgot it, click the appropriate box and a password will be sent to your e-mail address within a few minutes) • Click “Sign-in”

  9. Administrative Tools Monthly Contribution Report (MCR)

  10. Administrative Tools Club Recognition Summary (CRS)

  11. Administrative Tools EREY Eligibility Report

  12. Administrative Tools Contribution Form (Form 123-EN)

  13. Administrative Tools Recognition Transfer Form (Form 102-EN)

  14. Administrative Tools Multiple Donor Form (Form 094-EN)

  15. Individual Recognition (TRF) Paul Harris Fellow - $1,000+ Major Donor - $10,000+

  16. Individual Recognition (TRF) Benefactor - $1,000+ Bequest Society - $10,000+

  17. Individual Recognition (District) Triple Crown • Paul Harris Fellow • RF Sustaining Member • Benefactor Paul Harris Society - $1,000+/year to APF

  18. 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

  19. 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

  20. Club Recognition Top 3 Per Capita Giving Clubs

  21. 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

  22. Club Recognition • TRF Elements in 2012-13 RI Presidential Citation (do 3 activities from list of 9 that includes the 4 below) • Support Polio eradication by a public awareness or community fundraising initiative • Be 100% EREY Club on March 31 • Be 100% Sustaining Member Club on March 31 • Sponsor or host an Ambassadorial Scholar or Rotary Peace Fellow

  23. Club Recognition • TRF Elements in 2012-13 Governor’s Citation (do 3 activities from the list of 7 below) • Attend Future Vision Seminar • Achieve $100, $200, or $300 per capita APF • Raise $2000 in Polio Bowl-a-thon pledges • Be 100% EREY Club on May 15 • Be 100% Sustaining Member Club on May 15 • Add 1 Paul Harris Society member • Add 1, 2, or 5 Benefactors

  24. TRF Programs • Humanitarian • District Simplified Grants (DSG) • Matching Grants (MG) • PolioPlus • Educational • Group Study Exchange (GSE) • World Peace Fellowships • Future Vision Scholarships

  25. TRF Programs District Simplified Grants • Support the service activities or humanitarian endeavors of Districts • Local community • International community • District: Up to 20% of DDF ($44,862 in 2012-13); $1000 maximum/club • Club: Funds $100 • Application deadline: August 15, 2012

  26. TRF Programs Matching Grants • Address humanitarian needs that benefit a community • Foundation provides $5,000 - $200,000 • Matches Club (0.5 to 1) or District (1 to 1) funds for project • International partnership required • Application window: July 1, 2012 – March 31, 2013

  27. TRF Programs PolioPlus • Gates grant match complete, but eradication isn’t finished • “We’re this close!” • Still endemic in three countries: Pakistan, Afghanistan, Nigeria • India polio-free! • Clubs still have polio goal to finish job

  28. TRF Programs Group Study Exchange • Four to six weeks international cultural and vocational exchange of young business men and women • Host district Rotarians provide lodging, meals, local travel • Exchange in 2012-13 is with Australia • Application deadlines for Team Leader & Team Members are September 1, 2012 & September 15, 2012

  29. TRF Programs World Peace Fellowships • Masters degree programs • International Relations, or Peace and Conflict Resolution • 60 fellows per year study at one of six Rotary Peace Centers (USA, England, Japan, Argentina, Australia, Sweden) • 3-month certificate program - Thailand • Application deadline was May 13, 2012

  30. TRF Programs Future Vision Scholarships • First Future Vision Plan impact on this District’s TRF programs • Caused by relatively long lead time between scholar selection and beginning of schooling

  31. TRF Calendar • May 13, 2012 Peace Fellow Applications • July 1, 2012 Matching Grant Window Opens • August 15, 2012 Simplified Grant Applications • September 1, 2012 GSE Team Leader Applications • September 8, 2012 District Foundation Seminar • September 15, 2012 GSE Team Member Applications • September 15, 2012 Global Scholar Applications • November 3, 2012 District Foundation Banquet • January 1, 2013 Simplified Grant Progress Reports • March 31, 2013 Matching Grant Window Closes • May 1, 2013 Simplified Grant Final Reports

  32. PDG Chuck Davidson District Rotary Foundation Chair Springfield Rotary Club chuck.nita@cox.net

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