Rotary Foundation 101 The Rotary Foundation of Rotary International

1
Rotary Foundation 101 The Rotary Foundation of
Rotary International

• Foundation Workshop October 17, 2009
• Districts 7430-7450
• Russ deFuria, PDGUpper Darby Lansdowne -
  District 7450
• Jim Palmquist Emmaus RC District 7430

2

Today's Topics

• What is The Rotary Foundation TRF
• Its Mission Its History
• What does TRF do?
• TRF Contributions Awards Funding
• TRF District Leadership
• TRF Within the Clubs
• Share
• Questions Answers

3
But First Some Definitions

• APF Annual Program Fund
• DDF District Designated Fund
• DG District Governor
• DRFC District Rotary Foundation Committee
• FAC Foundation Area Coordinator D-7430
• EREY Every Rotarian, Every Year
• SHARE Transforms contributions into TRF
  programs
• TRF The Rotary Foundation

4
What is The Rotary Foundation?
5
The Rotary Foundation is a not-for-profit
corporation supported solely by voluntary
contributions from Rotarians and friends of the
Foundation who share its vision of a better
world.
6
The Rotary Foundation IS Unique

• Addresses all of the greatest educational and
  humanitarian needs
• Its world reach is greater than the United
  Nations
• We can go where politicians and religious groups
  cannot
• The Rotary Foundation is YOUR Foundation

7
What is the mission of The Rotary Foundation?
8
The mission of The Rotary Foundation is to enable
Rotarians to advance world understanding,
goodwill, and peace through the improvement of
health, the support of education, and the
alleviation of poverty.
9
What do we know about the history of The Rotary
Foundation?
10
Well, who is this?
 

11
Arch C. Klumph, founder of The Rotary Foundation
 

12
In 1917, RI President Arch C. Klumph set up an
endowment for the purpose of doing good in the
world. In 1928, it was renamed The Rotary
Foundation. Total giving has been 2.034
billion.
13

• What does TRF do?
• What programs are part of
• The Rotary Foundation?

14
Programs of The Rotary Foundation

• PolioPlus
• PolioPlus Partners
• Health, Hunger and Humanity (3-H) Grants
• Matching Grants
• District Simplified Grants
• Volunteer Service Grants
• Rotary World Peace Fellowships
• Ambassadorial Scholarships
• Rotary Grants for University Teachers
• Group Study Exchange (GSE)

15

• Lets See the Latest Rotary DVD on The Foundation
  Programs

16
Where Does The Money Come From?

• 2007- 08 TOTAL CONTRIBUTIONS
• (245.7 million)
•  
• Annual Programs Fund 47
• PolioPlus Fund 46
• Permanent Fund 6
• Other 1

17
Where Does The Money Go?

• 2007- 08 PROGRAM AWARDS
• (208 million)
• PolioPlus 61
• Humanitarian Grants Program 27
• Educational Programs 11
• Other 1

18

• How is TRF funded?

19
Two Needs, Two Ways of Giving

• Annual Programs Fund
• For Support Today

• Permanent Fund
• To Secure Tomorrow

20
Annual Giving

• Encourage Every Rotarian
• To contribute Every Year to The Rotary Foundation
  Annual Programs Fund
• To participate in a Foundation humanitarian or
  educational project Every Year
• Encourage Every Club
• To set minimum US100
• per capita APF goal - EREY

21
Annual Giving

• Rotary Foundation Sustaining Member
• A Rotarian who contributes at least US100 every
  year
• Paul Harris Fellow
• A Rotarian who contributes,
• or in whose name is contributed, US1,000

22
Annual Giving

• Multiple Paul Harris Fellow
• Anyone who makes additional US1,000 donations
  above a Paul Harris Fellow

23
Annual Giving

• Paul Harris Society Member
• Anyone who makes a US1,000 donation each year
  to APF/SHARE, PolioPlus or approved
  Humanitarian grants

24
A Look at the FutureToday
The Permanent Fund is Rotarys Endowment
Fund. Contributions to the Permanent Fund are
NOT spent. Contributions are invested in
perpetuity. Only the earnings are spent.
25

• How do the funds get to the Districts and Clubs?

26
SHARE
27
SHARE
Why is it called SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
Rotarians SHARE their resources with their fellow
Rotarians.
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
The Trustees SHARE some decision-making with the
districts.
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
Rotarians SHARE Rotary with the world through
their Foundation.
28
SHARE
What does it do?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE transforms TRF contributions into
Ambassadorial Scholarships, Matching Grants,
Group Study Exchanges and more.
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
29
SHARE
What is DDF?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
The terms SHARE and DDF are often used
interchangeably. DDF stands for District
Designated Fund.
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
A districts DDF is made up of two amounts.
30
SHARE
Annual Programs Fund Contributions At the end of
the Rotary Year, the SHARE system divides each
districts contributions to the Annual Programs
Fund in half 50 goes to the World Fund and 50
is credited to the districts DDF.
31
SHARE
Permanent Fund Earnings The Trustees determine
the spendable percentage of Permanent Fund
earnings. If a district has contributions
designated to PF-Share, the earnings on those
contributions go through the SHARE cycle 50 of
the earnings go to the World Fund and 50 is
credited to the districts DDF.
32
SHARE
The 3-Year Cycle
TRF uses the earnings from SHAREs 3-year
investment cycle to pay for administration and
fund development
The three-year cycle gives districts time for
program planning and participant selection
TRF operates on a unique funding cycle, using
contributions for program activities three years
after they are collected
33
SHARE
How it works
2009-10
2010-11
2012-13
2011-12
Funds Raised
Funds used for Foundation programs
34
SHARE
Who is Involved in SHARE Planning

• DRFC Chair
• District Governor
• District Rotary Foundation Committee (DRFC)

35

• How does the Rotary District lead The Foundation
  effort?

36
DISTRICT LEADERSHIP
37
Zone Global Support
Zone Level
There is a Global and Zone Level Structure to
Support District and Club Foundation Work
Polio
38
District Structure
District Governor
DRFC Chair
8 District Subcommittee Chairs
District Governor Elect
Other Knowledgeable Rotarians
39
District Leadership
District Rotary Foundation Committee

• Consists of
• 1 Chairperson
• 8 Subcommittee chairpersons
• District Governor (ex-officio member)

40
8 Subcommittees
District Rotary Foundation Committee Chair
PolioPlus
Scholarships
Group Study Exchange
Alumni
Annual Giving
Grants
Permanent Fund
Rotary World Peace Fellowships
41
District Leadership
DRFC Chairperson

• Works with eight subcommittee chairs under DGs
  leadership to plan, coordinate and evaluate all
  TRF activities in the district
• Districts will not have DDF access until DRFC
  Chair is appointed
• Must have significant knowledge of, commitment
  to, and experience with TRF activities
• 3-year term to ensure continuity

42
District Leadership
DRFC Chairperson

• Works with DRFC members and DG to identify and
  distribute SHARE DDF
• Encourages contributions to the Annual Programs
  fund from Every Rotarian Every Year
• Grants subcommittee must review and certify all
  Humanitarian Grants applications before they are
  submitted to TRF

43
Effective clubs are able to
Sustain and Increase Membership
ImplementSuccessfulServiceProjects
Support The RotaryFoundation
Develop Leaders Beyond the Club Level
Club Leadership Plan
44
Club Board
Club Board
Club Administration
Club Public Relations
Membership
Service Projects
The Rotary Foundation
Assistant Governors
Public Relations Committee
Membership Development Committee
District Programs Committees
The District Foundation Committee
District Support of the Club Leadership Plan
45
What does the Club do to support TRF?
MarchApril Contact your district governor-elect
to discuss enhancing the EREY effort in your
club 1 May Submit your Fund Development Club
Goal Report Form MayJune Confirm date for the
club visit by your incoming DG Arrange regular
Rotary Foundation club programs thru the
year July Open each club meeting with a Rotary
Foundation Thought August Begin planning for
November Rotary Foundation Month November
(Rotary Foundation Month) December Review the
Monthly Contribution Report, Club Recognition
Summary, EREY Eligibility Report 31 March
Achieve 75 percent of your annual giving goal 30
May Ensure club goal achievement 30 June
Achieve 100 percent of your annual giving goal
Ongoing Take time to regularly show
appreciation Source Every Rotarian, Every Year
Club Schedule from the EREY Success Booklet
46
Resources For Clubs

• EREY Success Booklet 958-EN
  http//www.rotary.org/RIdocuments/en_pdf/958en.pdf
  
• Rotary Foundation Facts 159-EN
• Every Rotarian, Every Year Brochure 957-EN
• Rotary Foundation Quick Reference Guide 219-EN
• Every Rotarian, Every Year Newsletter
• http//www.rotary.org/en/Contribute/Funds/EREYnew
  sletter/Pages/ridefault.aspx
• Club Foundation Chair
• Foundation Area Coordinators D7430
• Assistant Governors
• Chair, Annual Giving on the DRFC

47
The Rotary Foundation of Rotary International

• Questions?

48
Rotary Foundation 102 The Rotary Foundation of
Rotary International

• Foundation Workshop October 17, 2009
• Districts 7430-7450
• Ron Smith, PDG District 7430
• Chuck Cenkner, PDG - ARRFC District 7390

49
Session Objective

• Your Responsibilities
• Contributions What How
• Member Access
• TRF Direct
• Contribution forms (Global / Multiple Donor /
  Transfer
• How is Your Club Doing
• CRS (Contribution Recognition Summary)
• District Reports
• Recognitions How / Your Role
• Putting the Foundation Contributions to Work
• Education Programs Humanitarian Programs
• Grants Your Role

50
Member Access
         
 
Member Access can be found on the RI home page,
www.rotary.org.
51
Member Access Functions

• Using Member Access Rotarians can
• Contribute to The Rotary Foundation.
• View personal contributions to The Rotary
  Foundation.
• Manage e-mail subscriptions.
• Register for meetings
• Foundation Chairs / Pres / Secty / Treas. can
• View CRS (Contribution Recognition Summary)

52
Registration

• Registration for Member Access is a three part
  process
• Enter a valid e-mail address and your contact
  information.
• Validate the e-mail address by clicking on the
  hyperlink in the e-mail sent to you from Member
  Access.
• Complete the online registration form and create
  your password.
• Registration usually takes 24 hours to process.

53
Login Screen
Registration for new users.
Login for returning users.
54
Registration Step 1

• The first step is providing the following
  information
• Email address
• Name
• Address
• Phone Number
• Language
• Rotary affiliation

55
Registration Step 2
The second step is validating your email address.
Click on the hyperlink in the e-mail sent to you
by Member Access.
56
Registration Step 3
The last step is creating your security profile
(password and secret question) which are used to
verify your identity and allow you to manage your
account.
57
Changing Login Information

• Click on the Change Password link to change your
  password.

Click on the My Profile link to change your login
e-mail address or secret question and answer.
58
Frequently Asked Questions

• For help while you are using Member Access, click
  on the Self Service link in the Frequently Asked
  Questions section.

         
59
Main Screen

• All Member Access navigation options are
  displayed in the green highlighted box on the
  left-hand side of the screen.

60
Rotary Foundation Contributions

• Rotarians can contribute online to The Rotary
  Foundation using a credit card.