ROTARY FOUNDATION WEBINAR

1. ROTARY DISTRICT 5960ROTARY FOUNDATION WEBINAR 2012Presenter: DRFC Newell Krogmann This is not an official TRF publication.

2. ROTARY FOUNDATION WEBINAR Outcomes • Understand the mission of The Rotary Foundation (TRF) • Understand the role of Club Foundation Officer • Understand APF, PolioPlus, and PF • Understand ways to give – mail, online, TRF Direct, via club • Be able to send in donations given via club • Understand Paul Harris Fellowship, Paul Harris Society, EREY, and sustaining members • Understand Recognition system • Know resources and contact persons • Understand access to various reports • Know about and how to obtain speakers regarding TRF • Know about training and information opportunities • Understand FVP qualification process • Understand how donations can be applied to particular grants

3. ROTARY FOUNDATION WEBINAR TOPICS FOR TODAY’S WEBINAR $THE MISSION OF THE ROTARY FOUNDATON (TRF) $ YOUR ROLE AS A CLUB FOUNDATION CHAIR $ ANNUAL PROGRAMS FUND, PERMANENT FUND, AND POLIO+ $ METHODS OF GIVING $ THE “ENVELOPE SYSTEM” $ PAUL HARRIS FELLOWSHIPS, THE PAUL HARRIS SOCIETY $ EREY AND SUSTAINING MEMBERS $ REPORTS – HOW TO GET THEM AND HOW TO USE THEM $ SPEAKERS AND RESOURCES $ TRAINING OPPORTUNITES $ FUTURE VISION

4. ROTARY FOUNDATION WEBINAR TRF MISSION STATEMENT To enable Rotarians to advance world understanding, goodwill and peace through the improvement of health, the support of education, and the elimination of poverty.

5. ROTARY FOUNDATION WEBINAR ROLE OF THE CLUB FOUNDATION CHAIR Will vary from club to club $ Insure that members know what TRF is and what it does. $ Promote giving to TRF $ Facilitate that giving (making sure donations are sent in) $ Work to be sure goals are met (and hopefully exceeded) In some clubs: $ Involvement in the grant process (drafting, submitting, reporting, advising)

6. ROTARY FOUNDATION WEBINAR What goals are involved for TRF? G Annual Programs Fund (APF) G PolioPlus G Permanent Fund Goals are turned in at PETS by the President Elect, using the Club Goal Report Form.

7. ROTARY FOUNDATION WEBINAR TWO QUESTIONS… ➊ Is your club informing members about the work of TRF and how to donate to TRF? ➋ Do your members know that contributions to TRF are not a part of their dues?

8. ROTARY FOUNDATION WEBINAR Rotarian contributions fund Rotary Foundation programs. Gifts can be made to three funds: PolioPlus For Support Today To Secure Tomorrow

9. $200,000 $ Earnings used for administrative costs 2011-12 2010-11 2013-14 $100,000 $100,000 50% to District Designated Fund (DDF) 50% to World Fund Matching Grants Packaged Grants Peace Fellows Polio+ $50,000 $50,000 Up to ½ to District Grants At least ½ to Global Grants Future Vision Grant Distribution Example ANNUAL PROGRAMS GIVING -- SHARE 2012-13

10. ROTARY FOUNDATION WEBINAR PolioPlus – Clubs have met $200 Million Challenge Still the need for funds. Not asking Rotarians to donate, but donations gratefully accepted. Each club asked to raise funds with community awareness of the need to eradicate Polio.

11. ROTARY FOUNDATION WEBINAR THE PERMANENT FUND Donations invested and only earnings are spent. Counts for Major Giving status, but not Paul Harris Fellowship.

12. WAYS TO SUPPORT OUR WORK THROUGH THE FOUNDATION ➊ Mail (with a form) ➋ Member Access ➌ TRF Direct (APF & Polio+) ➍ Via Club

13. ROTARY FOUNDATION WEBINAR Mailing donations with form For APF, PolioPlus, PF, Grants *Single contributor: Global Contribution Form 123-EN— (1011) *Multiple contributors: Multiple Donor Form 094-EN— (808)

14. ROTARY FOUNDATION WEBINAR OUR DISTRICT’S ENVELOPE PROGRAM* Orange= Fast for Hope (not a TRF program) Green= PolioPlus Blue= Annual Programs Fund (quarterly) ______________________________________________________ *A How to Guide to Giving “GREEN SHEET” The Rotary Foundation and Fast for Hope Donations – Rotary District 5960

15. ROTARY FOUNDATION WEBINAR Need more envelopes? Ask Jingle! Ask Newell! If you will use them, we will get them to you.

16. ROTARY FOUNDATION WEBINAR Member Access Also called, Member Access Portal (MAP)* www.rotary.org For a introductory PowerPoint search for “member_access_registration_en” at www.rotary.org

17. ROTARY FOUNDATION WEBINAR DONATIONS CAN ALSO BE MADE FOR SPECIFIC GLOBAL GRANTS ➜ MUST HAVE GRANT NUMBER Individuals can do via Member Access CRITICAL TO GET IN ONCE GRANT APPROVED No grant check until all funding at TRF

18. ROTARY FOUNDATION WEBINAR PAUL HARRIS FELLOWSHIP (PHF) Need 1000 Recognition Points These come from donations ($1 = 1 pt.) or from donated points from someone else, the club, or the district

19. ROTARY FOUNDATION WEBINAR RECOGNITION POINTS Found in Club Recognition Summary (CRS)* Accessed via Member Access at www.rotary.org Does your club know that it may have Recognition Points that it could use to award PHFs or to “give” to members?

20. ROTARY FOUNDATION WEBINAR Recognition Points -- the 2 for 1 deal Every dollar given earns a recognition point. Can give Recognition Points to someone else. ►Using Recognition Points PowerPoint on 5960 Website ►Understanding Foundation Recognition Pointson www.rotary.org website.

21. ROTARY FOUNDATION WEBINAR Paul Harris Fellowship Pins 1 original PHF pin and cert. (medal can be purchased) PHF+1 pin with one sapphire (PHF+2 through PHF+5 sapphires) PHF+6 one ruby PHF+7 two rubies PHF+8 three rubies

22. ROTARY FOUNDATION WEBINAR PAUL HARRIS FELLOWSHIPS Celebrate at your club! Celebrate in your newsletter! List in your weekly bulletin! List on your website!

23. ROTARY FOUNDATION WEBINAR PAUL HARRIS SOCIETY Persons who “pledge” to give $1000 in a given Rotary Year (1 July-30 June)

24. ROTARY FOUNDATION WEBINAR EVERY MEMBER EVERY YEAR EREY Every member gives during the year (only APF counts; not PolioPlus) Governor Joe’s emphasis in 2012-13

25. ROTARY FOUNDATION WEBINAR EREY REPORT for Club Via Member Access* Tells who has given this year Tells who is a sustaining member this yr.

26. ROTARY FOUNDATION WEBINAR SUSTAINING MEMBER GIVES $100 PER ROTARY YEAR

27. ROTARY FOUNDATION WEBINAR Tracking donations by club members Club Recognition Summary (CRS)* Last donation, but no amount shown EREY No dollar amounts; yes, “sustaining” Monthly Goal Report from District Based on report from TRF

28. ROTARY FOUNDATION WEBINAR Tracking donations by club members Suggestion: Have members report their donations to you. Can access personal Contribution History via Member Access

29. ROTARY FOUNDATION WEBINAR SPEAKERS Contact me, Newell – in directory 507-665-3198 612-432-2678 krogmann@earthlink.net For Polio+, contact Charlie Cogan

30. ROTARY FOUNDATION WEBINAR RESOURCES www.shop.rotary.org or www.rotary.org -- click on “Shop” on the upper right. TRF website, Foundation Thoughts

31. TRF BROCHURES • Every Rotarian – Every Year – 957 • TRF Direct – 998 (be sure to order the USA version) (May not be available) • Bequest Society Membership Card – 098 • Benefactor Commitment Card • Two Needs – Two Ways of Giving – 173 • Presidential Citation Brochure 900A-12EN– (1011)

32. ROTARY FOUNDATION WEBINAR MORE RESOURCES via shop.rotary Posters Videos Pictures

33. ROTARY FOUNDATION WEBINAR • Areas of Focus videos. Each individual segment listed below is available to view via Rotary's Podcast on iTunes, or on the video sharing site, Vimeo. 

34. ROTARY FOUNDATION WEBINAR The Vimeo links are as follows:  Doing Good - A Introduction to the 6 Areas of Focus Doing Good: Supporting Education Doing Good: Growing Local Economies Doing Good: Fighting Disease Doing Good: Providing Clean Water Dong Good: Saving Mothers and Children Doing Good: Promoting Peace

35. ROTARY FOUNDATION WEBINAR The TRF Contact Center contact.center@rotary.org 1-866-9Rotary (1-866-976-8279) Monday-Friday 8-5 CST

36. ROTARY FOUNDATION WEBINAR WHERE CAN I LEARN MORE ABOUT TRF? • “Success” Seminar – September • The Foundation Celebration – Oct. 27 • Grant Management Seminars (GMS)

37. ROTARY FOUNDATION WEBINAR OUR DISTRICT WEBSITE WWW.ROTARY.ORG Grant information and forms Goal reports District Grant Subcommittee Minutes GSE and VTT information Foundation Celebration information

38. ROTARY FOUNDATION WEBINAR OUR DISTRICT WEBSITE – more… The District Directory Scholarships Contributing to TRF This presentation

39. ROTARY FOUNDATION WEBINAR FUTURE VISION Our District is part of the Future Vision Pilot Program. 100 of the ~534 Rotary districts are in the pilot. Future Vision for all districts will begin July 1. 2013

40. ROTARY FOUNDATION WEBINAR FUTURE VISION Two step process: Proposal and Application Global Grantssupport international service projects involving Rotary clubs or districts in two or more countries. Also included: Global Scholarships and VTTs. District Awarded Grantssupport humanitarian projects that benefit the local communities and beyond. A lot of flexibility.

41. ROTARY FOUNDATION WEBINAR AREAS OF FOCUS FOR GRANTS • PEACE AND CONFLICT PREVENTION AND RESOLUTION • MATERNAL AND CHILD HEALTH • DISEASE PREVENTION AND TREATMENT • WATER AND SANITATION • BASIC EDUCATION AND LITERACY • ECONOMIC AND COMMUNITY DEVELOPMENT

42. ROTARY FOUNDATION WEBINAR FUTURE VISION To get grants: • One person attend a GMS (annual) • TRF Memorandum of Understanding • District Memorandum of Understanding

43. ROTARY FOUNDATION WEBINAR FUTURE VISION IMPORTANT DATE: MAY 15, 2012 For submitting District Grant Proposals

44. ROTARY FOUNDATION WEBINAR DONATIONS CAN ALSO BE MADE FOR SPECIFIC GLOBALGRANTS. ➜ MUST HAVE GRANT NUMBER. Individuals can do via Member Access. CRITICAL TO GET IN ONCE GRANT APPROVED. No grant check until all funding at TRF.

45. ROTARY FOUNDATION WEBINAR TWO QUESTIONS… ➊ Is your club informing members about the work of TRF and how to donate to TRF? ➋ Do your members know that contributions to TRF are not a part of their dues?

46. ROTARY FOUNDATION WEBINAR Q and A

47. IT’S ALL ABOUT…

48. ROTARY FOUNDATION WEBINAR Thank you for attending this Webinar and for your Service Above Self through The Rotary Foundation