The Rotary Foundation 2013 CLTS

1. The Rotary Foundation2013 CLTS

2. Outline • TRF Giving • Administrative Tools • Recognition • TRF Programs • TRF Calendar

3. 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

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

5. Annual Programs 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

6. Annual Programs Giving • Education • Foundation Thoughts • September District Foundation Seminar • November is Foundation Month—Plan Now • Speakers and Club Programs • District Foundation Newsletters

7. Questions PDG Donna Phillips District Annual Giving Chair Rotary Club of Rappahannock-Fredericksburg ziarkowd@yahoo.com

8. Questions PDG D. R. Butler District Major Gifts Chair Rotary Club of Mount Vernon dbutle64@aol.com

9. Paul Harris Society: What is it? • Recognizes individual donors who pledge $1,000 to Annual Fund-SHARE each year they are financially able • Certificate and PHS “wings” to each donor • Clubs with 4 or more PHS members receive a PHS banner • 180 PHS members now • Goal: 250 members

10. Growing PHS Members in Your Club • 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 & seek the buy-in of other members

11. PHS Resources • District 7610 PHS web page: http://www.rotary7610.org/2012PHS.html • PHS Brochure • Membership Declaration

12. Questions DGN-D Scott Mills District Paul Harris Society Chair Rotary Club of Great Falls smills@eblg.com 703.282.5725

13. 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)

14. Questions Steve Gresham District Endowment Fund Chair Rotary Club of Alexandria SGresham@nilesbolton.com

15. Administrative Tools • Member Access—RI Website • Monthly Contribution Report (MCR) • Club Recognition Summary (CRS) • EREY Eligibility Report • Donor History Report

16. Administrative Tools • Global Contribution Form (Form 123-EN) • Recognition Transfer Form (Form 102-EN) • Multiple Donor Form (Form 094-EN) • Rotary Direct Form (Form 712-EN)

17. 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”

18. Administrative Tools Monthly Contribution Report (MCR)

19. Administrative Tools Club Recognition Summary (CRS)

20. Administrative Tools EREY Eligibility Report

21. Administrative Tools Donor History Report • In Member Access—”View Your Contribution History”, then “Individual Reports” • Donor Overview • Recognition (MD, BS, PHF, PHS Eligible, EREY, SM) • Gifts (APF, Polio, Permanent Fund cash, Other Restricted, pie chart) • Bequest Society, Benefactor Commitments • Transaction Detail • Contributions/Transfers

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

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

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

25. Administrative Tools Rotary Direct Form (Form 712-EN)

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

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

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

29. 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

30. 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

31. Club Recognition Top 3 Per Capita Giving Clubs

32. 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

33. Club Recognition • TRF Elements in 2013-14 RI Presidential Citation (do 4 activities from the list of 9 below; do 5 for the Citation with Distinction) (March 31 deadline) • (required) Participate in a service project related to one of the Areas of Focus • Submit Foundation goals to Rotary Club Central • Support PolioPlus by a community fund raiser, OR by a public awareness campaign • Be a 100% EREY club on March 31

34. Club Recognition • TRF Elements in 2013-14 RI Presidential Citation (continued) (March 31 deadline) • Be a 100% Sustaining Member club on March 31 • Have at least one member contribute to the Endowment Fund • Have at least 10% of members enroll in ROTARY DIRECT • Participate in a Global or Packaged Grant • Sponsor or support a Rotary Peace Fellow

35. Club Recognition • TRF Elements in 2013-14 Governor’s Citation (do 3 activities from the list of 4 below; do all 4 for the Citation with Distinction) (May 31 deadline) • Achieve $200 per capita APF; all contribute • Contribute at least $2000 to PolioPlus • Contribute at least $500 to Rotary Peace Centers, OR at least one member attends Rotary Peace Center Conference • At least 10% of members attend District’s Rotary Foundation Seminar

36. TRF Programs • Humanitarian • District Grants (DG) • Global Grants (GG) • PolioPlus • Educational • Vocational Training Teams (VTT) • Rotary Peace Fellowships • Global/District Scholarships

37. 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

38. TRF Programs District Grants • Formerly known as District Simplified Grants • 2012-13: 17 projects approved involving 35 clubs; typically $1000 per club • Total DSG amount disbursed, $44,696 • Total club contributions, $9,300 • Total other contributions, $15,520

39. TRF Programs District Grants • District Grants fund smaller, short-term activities that address needs in both local community and communities worldwide. • To apply for a District Grant, submit your funding request directly to district (not TRF; see district website for details). • Districts may use up to 50 % of their District Designated Funds to receive one “block” District Grant annually.

40. TRF Programs District Grants • 2013-14: 25 projects submitted from 44 clubs; typically $2000 per club • Total requested amount, $74,000 • Only one application per club allowed • Clubs often partner to increase overall grant size

41. Questions Joe Akkara District Grants Chair Rotary Club of Falls Church jaakkara@aol.com

42. TRF Programs Global Grants • Formerly known as Matching Grants • Foundation matches club (0.5 to 1) and/or district (1 to 1) funds for project • Requires international partner (host club) • 2012-13: 13 projects approved or pending; window closed March 31 • 2013-14: grant sizes increase; budgets must exceed $30,000

43. Action Items for Global Grants • Determine if your project meets one of the six Areas of Focus • Locate, contact, and confirm a quality international Rotary club (host club) • Establish funding procedures (breakdown of how grant will be paid for); talk to international district AND club to determine their ability to contribute (host district DDF?) • Establish multiple points of contact within the responsible host club for redundancy

44. Due Diligence for Global Grants • Keep Rotary International and District informed • Keep reports up to date • Keep lines of communication between all parties open • Due Diligence – may require traveling to project sites • Review NGO or third party work and credibility if they are participants

45. Questions Andrew Wade Global Grants Chair Rotary Club of Dulles International Airport andrewdwade@gmail.com

46. 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

47. Finish the Fight • PolioPlus Contributions: Support distribution of vaccine and community awareness of immunization benefits. • The Problem: • In past years, clubs were inspired to contribute to the PolioPlus campaign. • Incoming club presidents concerned that members won’t contribute at same levels. • How can clubs build on 2012-13 momentum to encourage contributions next year?

50. Wild Poliovirus Cases