Rotary Foundation 102 The Rotary Foundation of Rotary International

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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

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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

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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

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Responsibilities

• Be the Face of the Foundation
• Knowledgeable
• Aware
• Responsive
• Represent the Foundation Programs
• Educational Opportunities
• Grant opportunities
• Funding
• Setting Goals (Goal Form April)
• Annual Program / Polio / Permanent Fund
• The Collector / Solicit Contributions
• Submitting / Tracking Reporting
• Recognizing Promoting
• Paul Harris Recognitions / Major Donor
• Foundation Programs
• District Announcements

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Session Objective

• Your Responsibilities
• Contributions What How
• Goal Setting (Feb-April)
• TRF Direct
• Contribution forms (Global / Multiple Donor /
  Transfer
• Member Access
• 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

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Every Rotarian Every Year (EREY)
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Contributions What How

• Contribution forms
• Global
• Multiple Donor
• Memorial Envelopes
• TRF Direct
• Member Access
• Contribution Recognition Summary
• Rotarian Contribution Record
• On line contributions

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Session Objective

• Your Responsibilities
• Contributions What How
• Member Access
• EREY / 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

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Member Access
         
 
Member Access can be found on the RI home page,
www.rotary.org.
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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)

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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.

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

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

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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.
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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.
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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.
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Contribution Recognition Summary (CRS)How to
Read
Joe SmithMary BrownGary JohnsonNancy DrewCole
Hammels
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Monthly Contribution Report (MCR)
SmalltownMetropolis
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Session Objective

• Your Responsibilities
• Contributions What How
• Member Access
• EREY / 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

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Recognitions

• Naming Opportunities (Scholarships / Funds)
• Sustaining Member (Annual Program Fund)
• Paul Harris Fellow (Annual Program or Polio)
• Benefactor (Permanent Fund donor)
• Bequest Society (Estate donation to TRF)
• Major Donor (Cash/ cumulative of all TRF funds)
• Level Contribution
• Level Six 1 million or greater
• Level Five 500,000
• Level Four 100,000
• Level Three 50,000
• Level Two 25,000
• Level One 10,000
• Arch C. Klumph Society (250,000 or more)

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Recognition Responsibilities

• Paul Harris Fellow (track and organize awards)
• Paul Harris Society (notify District about
  1,000 / yr candidates)
• Preside over awards, make it memorable- use RI
  provided talking points- invite District
  Leaders for significant achievements- publicize
  
• Major donor (notify District Foundation Chair)

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Promotion

• Foundation Programming at Club
• Education Programs (district support)
• Program Speakers (district support)
• Motivational stories / videos
• Foundation Moments
• Newsletters
• Announcing opportunities
• GSE / Scholars
• Grants (DSG and MG)
• Literature

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www.Shop.rotary.org
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Free Literature
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Other Promotion Education
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Session Objective

• Your Responsibilities
• Contributions What How
• Member Access
• EREY / 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

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Education

• GSE
• Recruit Out Bound Candidates
• Host In Bound Team
• International Peace Conflict Studies Scholars
• M.S. Program (18 24 months
• Professional Studies (3 months)
• Ambassadorial Scholars
• Recruiting
• Hosting
• Participate
• Use TRF Funds in your community
• International Service opportunity
• Puts a face on where the TRF contributions go

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Humanitarian

• District Simplified Grants
• Local or smaller international service projects
• Matching Grants
• Intl Projects over 10,000
• Must have Intl partner Rotary Club

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Matching Grant How?

• Any club can participate
• Identify a project
• Find a partner Rotary Club in project area
• Contact District Advice/Contacts /
• Assess needs / develop budget
• Determine financing plan
• Who is paying what?
• What are the sources (Intl partner / Cash
  /DDF)
• Can local clubs or others partner
• Write the grant for MGs suggest
  www.matchinggrants.org
• Your Role
• Promote the opportunities in your club
• Know the grant rules / get assistance from
  District Committee
• Know where to get resources
• Cheer leading

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For Help Contact Line at TRF
Call 866-9ROTARY or 866-976-8279 E-mail
contact.center_at_rotary.org