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Permanent Fund Committee for Taiwan, Hong Kong and Macau 12 February 2007

Review of Fund Development Volunteers Structure, Purpose, Training, Communications, Job Responsibilities: RRFCs, MGAs, SAs, RFACs. Permanent Fund Committee for Taiwan, Hong Kong and Macau 12 February 2007 Taipei San Want Hotel, Taiwan RRFC Dens Zones 4B, 2005-08.

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Permanent Fund Committee for Taiwan, Hong Kong and Macau 12 February 2007

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  1. Review of Fund Development Volunteers Structure, Purpose, Training, Communications, Job Responsibilities: RRFCs, MGAs, SAs, RFACs Permanent Fund Committee for Taiwan, Hong Kong and Macau 12 February 2007 Taipei San Want Hotel, Taiwan RRFC Dens Zones 4B, 2005-08

  2. The Rotary Foundation 1978－ Health, Hunger and Humanity (3-H) Grants program The Rotary Foundation— Milestones in Building Better Lives Sixth RI President Arch C. Klumph established The Rotary Foundation as an endowment in 1917. The Rotary Foundation was formally named in 1928 and awarded its first grant in 1929 Following Paul Harris’s death in 1947- US$1 million 18 International Graduate Scholarships 1965－Group Study Exchange program. Matching Grants projects 1985－For Rtns, peace is more than a word . it’s a philosophy. PolioPlus program was launched in 1985. 1957－the Foundation began recognition of individuals as PHFs.

  3. 2006 RRFCs’Training Institute(Foundation University)5 days meeting in SkokieMarch 20~24, 2005

  4. History 2001-02 / the United States and Canada • TRF established the approved structure of three senior volunteer leaders: • Regional Rotary Foundation Coordinator (RRFC) • Annual Program Fund Strategic Advisor (APFSA) • Major Gift Advisor (MGA) 2005-06 • To expand this structure to all zones and districts. • The initial appointment will be for one year subject to renewal for two additional years. • RRFCs have the responsibility of training and leading this team. • Nominations are also being appointments are made by Trustee Chairman-elect.

  5. The Structure of Senior Volunteer Leaders RRFC APFSA MGA RFAC DG DGE Assistant Governor DRFCC AGSCC

  6. Annual Programs Fund Strategic Advisor(APFSA) or (SA) Functions: • TheAPFSA is responsible for the promotion of the EREY message and the raising of contributions to the Annual Programs Fund in their assigned districts. • To provide a link between RRFC Rotary Foundation staff District Leadership • At least 1APFSA appointed for every 8 to 10 districts.

  7. Annual Programs Fund Strategic Advisor(SA) Zone 4B: PDG Archi Jason S.C. Hsu spouse: Betty D3500, 2003~04

  8. Responsibilities Under the leadership of the RRFC, the SA shall: • Lead by example • Promote the EREY-APF message • Monitor monthly fundraising progress & provide support and strategies to clubs and districts • Works with the MGA to cultivate and solicit major donors for Challenge and Major Gifts under US$50,000 for the APF. • Completes the quarterly priority task list as assigned. US$ 278,100

  9. Works with district leadership on an ongoing basis to: • Promote the annual giving EREY message at club and district meetings toward the US$100 per capita worldwide APF Goal; • Assist clubs and districts in setting appropriate APF goals, submitting those goals to Foundation staff, and provide strategies toward goal achievement; • Assist clubs and districts to develop and maintain strong fundraising committees to establish and meet goals;

  10. Seek a minimum of one major donor Challenge Gift per district; • Create awareness about the Rotary Foundation Sustaining Member and TRF-DIRECT Donations programs; • Ensure that there are no non-contributing clubs in the district; • Encourage 100% participation by all clubs in Foundation programs.

  11. MAJOR GIFTS ADVISOR (MGA) Functions: • The Major Gift Advisor is responsible for promoting and raising major gifts to the Foundation in assigned districts. • To provide a link between RRFC Rotary Foundation staff District Leadership • At least 1Major Gift Advisor appointed for every 8 to 10 districts.

  12. MAJOR GIFTS ADVISOR (MGA) Zone 4B: PDG Gleaner D3510, 2002~03

  13. Responsibilities • Lead by example • Assist RRFCs in promoting major gifts, Bequest Society and Benefactor commitments • Personally identify, cultivate and solicit major gifts • Monitor monthly fundraising progress • Provide regular progress reports to RRFCs and Foundation staff as requested.

  14. Train and work closely with district leadership on an ongoing basis. Specifically, • Promote the Two Needs, Two Ways of Giving message at meetings; • Assist clubs and districts in setting enhanced fund development goals, submitting these goals to the Foundation, and providing strategies for goal achievement; • Encourage clubs and districts to develop and maintain strong fundraising committees • Seek at least one major gift to the Annual Programs Fund per district • Encourage districts to identify, cultivate, and solicit at least12 major gift prospects every year; • Plan cultivation and stewardship events

  15. Foundation Alumni Resource Group (FARG) Rotary Foundation Alumni Coordinator (RFAC) The goal of RFACs is • to ensure that Rotary clubs and districts make Foundation alumni integral to Rotary, • to urge clubs to consider alumni as potential Rotary club members and as potential contributors to TRF, • to use alumni as effective advocates for the programs of TRF.

  16. Rotary Foundation Alumni Coordinator (RFAC) Zone 4B: PDG Jason Rebecca D3450 FIRST-EVER FARG training meeting Skokie 10-12, Aug.,2005 To identify and implement tools to include the alumni into Rotary that will provide a true ROI.

  17. Responsibilities • Support and encourage district alumni subcommittees: • to develop a strategic plan for improving alumni activities in the district and its implementation. • to work with The Rotary Foundation Alumni Section to maintain an accurate and complete current list of all alumni within the district. • to work closely with the district scholarships, GSE, Rotary Centers, grants, and Rotaract subcommittees • Create and distribute a monthly newsletter to the district alumni subcommittees. • Help organize district and multidistrict orientation seminars for Ambassadorial Scholars & GSE team members

  18. Work with the RRFC and the zone leadership team on alumni and Rotary Foundation matters. • Help districts organize specific alumni events to bring district alumni together. • Assist in the creation of district or regional alumni associationsby • Encouraging an annual meeting of a district alumni association, preferably during the district conference • Integrating alumni association activities with local Rotary activities • Encouraging the use of the Internet and other electronic communications to facilitate alumni activities

  19. Promote and encourage appropriate alumni for Rotaract or Rotary club membership • Encourage alumni to contribute financially to The Rotary Foundation • Encourage alumni to participate in club and district service projects • Promote and encourage districts to maintain a speakers’ bureau - Foundation Month (Nov.). • Help coordinate alumni activities at regional and international meetings. • Encourage alumni and district alumni subcommittee chairs to submit articles for publication • Give presentations on Foundation alumni to Foundation seminars, fundraising events, or other TRF events.

  20. New Information Corner • As of 1 July, the alumni relations function will move from the Planning and Administration Division to the Educational Programs Division.

  21. Regional Rotary Foundation Coordinator(RRFC) Functions • To serve as a key volunteer resource • To serve as a vital link between Rtns and the Secretariat. • To concern with the promotion of TRF and its various programs • actively work in support of Rotary goals • To be responsive to requests by the Trustees and the General Secretary. • providing the most effective training possible to all Rotarians.

  22. Responsibilities • Plan, promote and conduct a Regional Rotary Foundation Seminar annually. 2006年雅加達扶輪研習會 Jakarta Rotary Institute 2006, zones 4B,6B,7B Taiwan: 162

  23. Major Donors Recognition Lunch • Zone 4B RRFC PDG Dens W.L. Shao • Zone 6B RRFC PDG Krishnan V. Chari • Zone 7B RRFC PDG Gil E. Divinagracia

  24. Assist district governors and their Foundation committees to plan district or multi-district Rotary Foundation seminars.

  25. 2006 TRF DLTS, Zone 4B / May 21, 2006 NTUH International Convention Center 4 Trainers 6 DGEs 10 DGNs 5 DRFCCs 13 DRFSCCs 1 SAA 38 Participants • Train existing district leadership to inform club membership on the Foundation’s programs and fund-raising.

  26. Conduct, when invited to do so, special sessions on the Foundation at Rotary Institutes. • Jakarta Rotary Institute 2006, zones 4B,6B,7B • Workshops I • Polio Eradication – How We Can AchieveRotary’s Top Priority Program • Workshops II • Literacy Programs / Health & Hunger / Club Leadership Plan

  27. Effectively communicate and actively promote the work of TRF to Rotarians and non-Rotarians around the world. • Assist the Trustees and the General Secretary in explaining Foundation programs and the need for funding to district and club leaders. WWW.rotary2000.org Actively promote by E-mail— 5,000 Email Address

  28. Support district governors-elect in establishing their district Foundation goals • Actively support district leaders • to achieve their program goals, and monitoring progress • to achieve their fund-raising goals, and monitoring the progress • Work with the Permanent Fund Advisors to accomplish the goals of the Permanent Fund Initiative. • Provide assistance, guidance and support to DGs, DGEs, assistant governors and DRFC. • Serve as a Foundation information resource for Rotary leaders • Conduct zone-level training for DGEs • Complete reports

  29. "It is everyone's responsibility to prepare our Foundation for the future,We want The Rotary Foundation to be the best in the world." To stay relevant in Rotary's second century of service, The Rotary Foundation must prepare for whatever changes the future holds

  30. New ideas RI President-elect Wilfrid J. Wilkinson – "In Rotary, sharing doesn't mean giving away what you have to spare, what you don't need for yourself. Sharing means giving of yourself, selflessly, for the good of others."

  31. Rotary’s mission is service. Rotary @ The Speed of Thought • promote the concept of digital workflow • Rotary Web Work style • Rotary Web Lifestyle Using a Digital Nervous System Speed

  32. WWW.rotary2000.org RRFC – Club Corner 5,000 Email Address

  33. "We live in an age of unprecedented need and unprecedented promise, Everything to change the world is within [Rotary's] grasp."

  34. THANK YOU Permanent Fund Committee for Taiwan, Hong Kong and Macau 12 February 2007 Taipei San Want Hotel, Taiwan RRFC Dens Zones 4B, 2005-08

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