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Learn about the District Rotary Foundation Committee structure, SHARE system, timeline, and best practices for effective fund management and scholarship donations. Enhance your expertise in foundation committee roles and responsibilities.
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SHARE & District Rotary Foundation Committee Structure
Learning Objectives • Become Committee Structure/SHARE expert • Understand SHARE Kit and timeline • Understand District Rotary Foundation Committee structure and rationale • Understand RRFC Team structure
SHARE Kit • Arrived in January – DGN Needs a Copy • Starting Balance for 2009-10 Use • Return Receipt (RRFC Help) • District Worksheet with DDF Options • “Check Register” • Donation Form
2005 2006 2006 2007 2007 2008 2008 2009 2009 2010 2010 2011 2011 2012
2006-07 2007-08 2008-09 2009-10 Funds raised Funds available 1 Oct. Scholars identified Funds used 1 March: Donate scholarship 1 Oct. Extra GSE application 31 March: DSG requests due SHARE Timeline
January 2007 Inform districts of starting DDF balance (2005-06 funds) August 2008 Inform districts of carry forward from 2007-08 May 2009 Inform districts of remaining 2008-09 DDF balance SHARE Mailings 3 Notifications to Districts for Each Program Year 2008-09
2007-08 2008-09 2009-10 Applying Planning (2006-07 funds) Spending SHARE Best Practices • Planning • District Rotary Foundation Committee meets prior to 1 March 2008 and develops spending plans, including donations. • Applying • Scholar donations by 31 March 2008 (2007-08). • If funding scholars, applications due by 1 October 2008 (2008-09). • If requesting the DSG, form due by 31 March 2009 (2008-09). • Spending • Remaining 2009-10 DDF balance may be used for Matching Grants and additional donations.
RRFC Keys • Train Districts: • Use of SHARE Kit • Basic SHARE System and Timeline • Help With Return of Receipts
Trustees RRFCs RFAC Major Gift Advisors Strategic Advisors District Leadership Support Structure Zone Level Rotary Foundation Alumni Coordinator
Permanent Fund (Major and Planned Gifts) • PolioPlus • Scholarships • Alumni • Annual Giving • Grants • Group Study Exchange District CommitteeStructure District Rotary Foundation Committee • Chairperson • District Governor – Ex-officio (with voting rights) • 8 Subcommittee chairs • Rotary World Peace Fellowship
DRFC Chair • Three-year term • Direct leadership of Governor • Multiple three-year terms possible • Removal for cause – prior approval required • Governors served participate in selection • Rationale • Continuity • Stewardship • Success
DRFC chair Policy Changes • DG and DRFCC signature for use of DDF effective 1 July 2008 • DRFCC appointment requiring DGs signatures • Merging districts will select a new DRFCC • Split districts retain the DRFCC in the district of the DRFC chair’s club.
Effective clubs are able to Sustain and Increase Membership ImplementSuccessfulServiceProjects Support The RotaryFoundation Develop Leaders Beyond the Club Level Club Leadership Plan Four Avenues of Service
Club Board Club Board Club Administration Club Public Relations Membership Service Projects The Rotary Foundation *Additional committees can be appointed as needed on an annual basis
Club Administration Club Public Relations Membership Service Projects The Rotary Foundation Club Board Club Board Assistant Governors Public Relations Committee Membership Development Committee District Programs Committees The Rotary Foundation Committee District support of the Club Leadership Plan
RRFC’s Role • Link to the Districts • Develop relationships with District Trainers and DGE’s • Challenge your team