html5-img
1 / 57

“Top 10”

District 7610 The Rotary Foundation: Top 10 Things You Need to Know 2014 Foundation Seminar PDG Chuck Davidson District Rotary Foundation Chair PDG Sandy Duckworth District Paul Harris Society Chair. “Top 10”. # 1 Know the basics of how Foundation-giving works. Annual Programs Fund.

natalie-jacobson
Télécharger la présentation

“Top 10”

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. District 7610The Rotary Foundation:Top 10 Things You Need to Know2014 Foundation SeminarPDG Chuck DavidsonDistrict Rotary Foundation ChairPDG Sandy DuckworthDistrict Paul Harris Society Chair

  2. “Top 10” # 1 • Know the basics of how Foundation-giving works.

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

  4. Annual 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

  5. Annual Giving • Annual Fund(2013-14 final) • $597,678 (5.4% increase over 2012-13) • $271.67 per capita (!) • 1st in Zone, 1st in U.S., 9th in World • #1 Annandale ($4,371.58) • #2 Burke ($647.57) • #3 Vienna ($513.39) • Annandale keeps Ylonen Cup • No APF zero-giving clubs • 24 EREY banner clubs, 15 100% SM banner clubs SHARE

  6. “Top 10” # 2 • Set your club’s 2014-15 Foundation goals if you haven’t already.

  7. Club Foundation Goals Annual Fund PolioPlus Fund Major Gifts & Endowments

  8. On-Line Goal-Posting Tips • Don’t use symbols—no dollar signs, decimal points, and commas • Don’t double count PHS, Sustaining Members and EREY—each individual should be in only one of these three categories • If your final Annual Fund Total Goal is not more than your club’s average over last 4 complete years, please reconsider and increase your total by upping “Other”

  9. “Top 10” # 3 • Post your Foundation goals to Rotary Club Central today.

  10. Rotary Club Central • Go to www.rotary.org and click on “My Rotary” at top • Click “Sign In” at left • Sign in with your e-mail address and password • Scroll down to “Rotary Club Central” on the left, and click “View Goals” • Under “Foundation Giving” tab, scroll down to “Goals and Progress”

  11. “Top 10” # 4 • Ensure your Club Foundation Chair (CFC) is known to RI and DaCdb.

  12. “Top 10” # 5 • Set the example for giving in your club.

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

  14. Recognizes individual donors who pledge $1,000 to The Rotary Foundation each year they are financially able • Certificate and PHS “wings” to each donor • Clubs with 4 or more PHS members receive a PHS banner

  15. Paul Harris Society • 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 and seek the buy-in of other members

  16. PHS Giving • Paul Harris Society(2013-14 final) • 31 new PHS members • 206 cumulative total among active/honorary Rotarians • Program now administered by TRF in Evanston • D7610 is 2nd in Zone in PHS members

  17. Other Giving • Polio(2013-14 final) • $101,033 cash (2.6% decrease from 2012-13) • McLean led district with $27,045 • 4th in Zone • $10,000 DDF given • Total Giving(2013-14 final) • $759,011 cash (10.4% increase over 2012-13) (sum of Annual, Polio, Endowment, and Grants giving to TRF) • $35,000 DDF ($25,000 to Peace Centers; $10,000 to Polio)

  18. 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)

  19. “Top 10” # 6 • Know how to check your own donation record.

  20. Donor History Report • In My Rotary, then “The Rotary Foundation”, “Foundation Reports”, and “Donor History Report” • Donor Overview • Recognition (MD, BS, PHF, PHS, EREY, SM) • Gifts (APF, Polio, Endowment Fund cash, Other Restricted, pie chart) • Bequest Society, Benefactor Commitments • Transaction Detail • Contributions/Transfers

  21. “Top 10” # 7 • Know the basics of Foundation-giving forms and reports.

  22. Forms • Contribution Form (123-EN) • For submitting a single contribution • Recognition Transfer Form (102-EN) • For requesting any transfer of recognition points • Multiple Donor Form (094-EN) • For submitting contributions from more than one member • Rotary Direct Form (712-EN) • For enrolling to make recurring contributions

  23. Reports • Monthly Contribution Report (MCR) • Club-by-club giving status for month and YTD, including per capita • Club Recognition Summary (CRS) • Member-by-member Paul Harris Fellow level and recognition points status • EREY Eligibility Report • Member-by-member EREY and Sustaining Member status YTD

  24. 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

  25. 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

  26. “Top 10” # 8 • Track the status of your club’s giving through your Club Foundation Chair and district Foundation newsletter.

  27. District Foundation Newsletter

  28. “Top 10” # 9 • Take advantage of Foundation donations returned to district.

  29. TRF Programs • Humanitarian • District Grants • Global Grants • Vocational Training Teams • Educational • Global Scholarships • District Scholarships • Rotary Peace Fellowships

  30. 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

  31. Grants • District(2013-14 final) • $86,255 spent on 28 projects from 44 clubs • Typically $2,000 per club ($1,000 in 12-13) • Global(2013-14 final) • 6 new humanitarian grants involving 23 clubs, benefitting Cameroon, Zambia, India (2), Swaziland, South Africa • Used $119,344 of DDF on these 6

  32. Vocational Training Teams • 2013-14 • “MicheLo” VTT to Swaziland to address literacy (train the trainer) and provide dental health support to a school for the disabled • Resulted from GSE visit in 2006-07 • Funded by Global Grant

  33. Global Scholars • Graduate level • One to four years • Must be related to a TRF Area of Focus • Must study abroad • Must be accepted for admission • Must pass TRF approved language test • International and Host Sponsors (Club or District) • Funded by Global Grant

  34. Global Scholarship Schedule

  35. District Scholars • No restrictions on • Level (university or graduate) • Length of study • Area of study • Location of study • District determines • Criteria for award • Selection process • Amount of award • How to publicize availability

  36. District Scholars • District 7610 Criteria for Award • Extraordinary circumstances • Short term (< I year) • Vocational rather than academic • Local institution • Does not compete with normal club-sponsored scholarships • Rapid response • No deadlines • Funded from District Grant contingency

  37. Scholars • 2013-14 • One in South Africa (Fairfax) (Sophie McManus) Funded by Global Grant • One in England (Arlington) (Reagan Thompson) Funded by Global Grant • One at NVCC (McLean) (Amina Amisi) Funded by District Grant

  38. Rotary Peace Fellowships • International Studies in Peace and Conflict Resolution • Master’s degree program • 50 fellows selected per year • Study at one of five Rotary Peace Centers (USA, England, Japan, Australia, Sweden) • Professional development certificate • 3 months intensive study - Thailand • 2 cohorts of 25 fellows each per year

  39. Peace Fellows • 2013-14 • One in Japan (Crystal City-Pentagon) (Sana Saeed) • 2014-15 • One in Australia (Great Falls) (NabiSahak)

  40. Peace Fellow Deadlines • Applications for programs starting in 2016-17 • May 2015 – Applications to District chair • With club endorsement • June 2015 – District applicant interviews • District forwards nominations to TRF by July 1 • Nov-Dec 2015 – TRF notifies candidates of results

  41. “Top 10” # 10 • Set your sights on achieving EREY and 100% Sustaining Member club banners.

  42. 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

  43. Club Recognition Top 3 Per Capita Giving Clubs

  44. Club Recognition $300+ Per Capita Giving Clubs

  45. Club Recognition • TRF Elements in 2014-15 RI Presidential Citation (need a minimum of 30 points to qualify in this category) (March 31 deadline) [numbers in parentheses indicate points earned] • (required) Participate in a service project related to one of the Areas of Focus (10-15) • Club President personally donated to Rotary Foundation (5) • Submit and achieve 2014-15 Rotary Foundation goals on Rotary Club Central (5) • Support PolioPlus by a community fund raiser, OR by a public awareness campaign (5)

  46. Club Recognition • TRF Elements in 2014-15 RI Presidential Citation (continued) (March 31 deadline) • Have at least 10% of members enroll in ROTARY DIRECT (5) • Sponsor or support a Rotary Peace Fellow (5) • Increase total Benefactors, Bequest Society and Paul Harris Society members by one (5) • Be a 100% EREY club by March 31 (10) • Achieve $100 per capita Annual Fund giving by March 31 (10)

  47. Club Recognition • TRF Elements in 2014-15 Governor’s Citation (need any 2 to qualify in this category; any 3 to qualify “With Distinction”) (March 1 deadline) • Achieve a $185 per capita giving level • Contribute $1,500 to PolioPlus • Increase Paul Harris Society members by an amount equal to 10% of club membership • Participate in a Global Grant, either directly or in partnership with other clubs

  48. Individual Recognition Paul Harris Fellow - $1,000+ Major Donor - $10,000+

  49. Individual Recognition Benefactor - $1,000+ Bequest Society - $10,000+

  50. Individual Recognition Triple Crown • Paul Harris Fellow • RF Sustaining Member • Benefactor Paul Harris Society - $1,000+/year

More Related