Permanent Fund Committeefor Taiwan, Hong Kong and Macau

12 February 2007Taipei San Want Hotel, Taiwan

RRFC Dens Zones 4B, 2005-08

Review of Fund DevelopmentVolunteers Structure, Purpose, Training, Communications, Job Responsibilities: RRFCs, MGAs, SAs, RFACs

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nteer Sixth RI President Arch C. Klumph established The

Rotary Foundation as an endowment in 1917.

The Rotary FoundationThe Rotary Foundation

The Rotary Foundation was formally named in 1928 and awarded its first grant in 1929

Following Paul Harris’s death in 1947- US$1 million18 International Graduate Scholarships

1957 － the Foundation began recognition of individuals as PHFs.

1965 － Group Study Exchange program.Matching Grants projects

1978 －Health, Hunger and Humanity (3-H) Grants program1985 － For Rtns, peace is more than a word . it’s a philosophy.

PolioPlus program was launched in 1985.

The Rotary Foundation— Milestones in Building Better Lives

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2006 RRFCs’Training Institute(Foundation University)

5 days meeting in SkokieMarch 20~24, 2005

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HistoryHistory2001-022001-02 / the United States and Canada• TRF established the approved structure of t

hree senior volunteer leaders:1. Regional Rotary Foundation Coordinator (RRFC)2. Annual Program Fund Strategic Advisor (APFSA) 3. Major Gift Advisor (MGA)2005-062005-06• To expand this structure to all zones and dis

tricts. • The initial appointment will be for one year s

ubject to renewal for two additional years. • RRFCs have the responsibility of training an

d leading this team. • Nominations are also being appointments ar

e made by Trustee Chairman-elect.

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The Structure of Senior Volunteer Leaders The Structure of Senior Volunteer Leaders

RRFCRRFC

APFSAAPFSA MGAMGA RFACRFAC

DG DG

DGE DGE

Assistant GovernorAssistant Governor

DRFCCDRFCC

AGSCCAGSCC

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Annual Programs Fund Strategic AdvisorAnnual Programs Fund Strategic Advisor((APFSAAPFSA) or (SA)) or (SA)

Functions:

• The APFSA is responsible for the promotion of the EREY message and the raising of contributions to the Annual Programs Fund in their assigned districts.

• To provide a link between RRFC Rotary Foundation staff District Leadership

• At least 1 APFSA appointed for every 8 to 10 districts.

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Zone 4B:

PDG Archi

Jason S.C. Hsu

spouse: Betty

D3500, 2003~04

Annual Programs Fund Strategic AdvisorAnnual Programs Fund Strategic Advisor(SA) (SA)

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Responsibilities

Under the leadership of the RRFC, the SA shall:• Lead by example • Promote the EREY-APF message• Monitor monthly fundraising progress & provide

support and strategies to clubs and districts• Works with the MGA to cultivate and solicit

major donors for Challenge and Major Gifts under US$50,000 for the APF.

• Completes the quarterly priority task list as assigned.

US$ 278,100

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• Works with district leadership on an ongoing basis to:– Promote the annual giving EREY

message at club and district meetings toward the US$100 per capita worldwide APF Goal;

– Assist clubs and districts in setting appropriate APF goals, submitting those goals to Foundation staff, and provide strategies toward goal achievement;

– Assist clubs and districts to develop and maintain strong fundraising committees to establish and meet goals;

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– Seek a minimum of one major donor Challenge Gift per district;

– Create awareness about the Rotary Foundation Sustaining Member and TRF-DIRECT Donations programs;

– Ensure that there are no non-contributing clubs in the district;

– Encourage 100% participation by all clubs in Foundation programs.

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MAJOR GIFTS ADVISOR (MGA)

Functions:

• The Major Gift Advisor is responsible for promoting and raising major gifts to the Foundation in assigned districts.

• To provide a link between RRFC Rotary Foundation staff District Leadership

• At least 1 Major Gift Advisor appointed for every 8 to 10 districts.

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MAJOR GIFTS ADVISOR (MGA)

Zone 4B:

PDG Gleaner

D3510, 2002~03

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• Lead by example • Assist RRFCs

in promoting major gifts, Bequest Society and Benefactor commitments

• Personally identify, cultivate and solicit major gifts

• Monitor monthly fundraising progress • Provide regular progress reports to RRFCs

and Foundation staff as requested.

Responsibilities

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• Train and work closely with district leadership on an ongoing basis. Specifically,

– Promote the Two Needs, Two Ways of Giving message at meetings;

– Assist clubs and districts in setting enhanced fund development goals, submitting these goals to the Foundation, and providing strategies for goal achievement;

– Encourage clubs and districts to develop and maintain strong fundraising committees

– Seek at least one major gift to the Annual Programs Fund per district

– Encourage districts to identify, cultivate, and solicit at least 12 major gift prospects every year;

– Plan cultivation and stewardship events

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Foundation Alumni Resource Group (FARG)

The goal of RFACs is

• to ensure that Rotary clubs and districts make Foundation alumni integral to Rotary,

• to urge clubs to consider alumni as potential Rotary club members and as potential contributors to TRF,

• to use alumni as effective advocates for the programs of TRF.

Rotary Foundation Alumni Coordinator (RFAC)

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Rotary Foundation Alumni Coordinator Rotary Foundation Alumni Coordinator (RFAC)(RFAC)

Zone 4B: PDG JasonRebeccaD3450FIRST-EVER FARG training meeting

Skokie10-12, Aug.,2005

To identify and implement tools to include the alumni into Rotary that will provide a true ROI.

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• Support and encourage district alumni subcommittees:

to develop a strategic plan for improving alumni activities in the district and its implementation.

to work with The Rotary Foundation Alumni Section to maintain an accurate and complete current list of all alumni within the district.

to work closely with the district scholarships, GSE, Rotary Centers, grants, and Rotaract subcommittees

• Create and distribute a monthly newsletter to the district alumni subcommittees.

• Help organize district and multidistrict orientation seminars for Ambassadorial Scholars & GSE team members

Responsibilities

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• Work with the RRFC and the zone leadership team on alumni and Rotary Foundation matters.

• Help districts organize specific alumni events to bring district alumni together.

• Assist in the creation of district or regional alumni associations by

Encouraging an annual meeting of a district alumni association, preferably during the district conference

Integrating alumni association activities with local Rotary activities

Encouraging the use of the Internet and other electronic communications to facilitate alumni activities

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• Promote and encourage appropriate alumni for Rotaract or Rotary club membership

• Encourage alumni to contribute financially to The Rotary Foundation

• Encourage alumni to participate in club and district service projects

• Promote and encourage districts to maintain a speakers’ bureau - Foundation Month (Nov.).

• Help coordinate alumni activities at regional and international meetings.

• Encourage alumni and district alumni subcommittee chairs to submit articles for publication

• Give presentations on Foundation alumni to Foundation seminars, fundraising events, or other TRF events.

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New Information Corner

• As of 1 July, the alumni relations function will move from the Planning and Administration Division to the Educational Programs Division.

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Regional Rotary Foundation Coordinator

(RRFC)Functions• To serve as a key volunteer resource • To serve as a vital link between Rtns and the S

ecretariat. • To concern with the promotion of TRF and its v

arious programs• actively work in support of Rotary goals• To be responsive to requests by the Trustees a

nd the General Secretary. • providing the most effective training possible to

all Rotarians.

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• Plan, promote and conduct a Regional Rotary Foundation Seminar annually.

Responsibilities

2006年雅加達扶輪研習會Jakarta Rotary Institute 2006, zones 4B,6B,7B

No Country Participants

1 Bangladesh 7

2 Hong Kong 16

3 India 2

4 Indonesia 29

5 Macao 1

6 Malaysia 45

7 Pakistan 13

8 Philippines 48

9 RI 5

10 Singapore 6

11 Srilanka 1

12 Taiwan 93 39 Spouse

13 Thailand 12

Total 278

On site registration 60 30 Taiwan

Spouse 132

Grand Total 470

Taiwan: 162

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Major Donors Recognition LunchMajor Donors Recognition Lunch

• Zone 4B RRFC PDG Dens W.L. Shao• Zone 6B RRFC PDG Krishnan V. Chari• Zone 7B RRFC PDG Gil E. Divinagracia

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Dist. Date LocationTotal

ParticipantsDid you attend?

3460 July,22,2006Shin Min High School, Taichung 500 Yes

3470 July,23,2006Chia Nan University of Pharmacy & Science, Tainan 62 Yes

3500 Aug.,05,2006Hsuan Tsang University, Hsinchu 240 Yes

3510 Aug.,20,2006National University of Kaohsiung 198 Yes

3480 Aug.,26,2006 The Grand Hotel (Taipei) 290 Yes

3520 Sep.,09,2006Chien Tan Overseas Youth Activity Center 264 Yes

3490 Sep.,23,2006 THE WeddingHouse Taipei 302 Yes

3450 ????? ????? ??? NO

• Assist district governors and their Foundation committees to plan district or multi-district Rotary Foundation seminars.

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• Train existing district leadership to inform club membership on the Foundation’s programs and fund-raising.

2006 TRF DLTS, Zone 4B / May 21, 2006NTUH International Convention Center 4 Trainers 6 DGEs10 DGNs 5 DRFCCs13 DRFSCCs 1 SAA38 Participants

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• Conduct, when invited to do so, special sessions on the Foundation at Rotary Institutes.

Jakarta Rotary Institute 2006, zones 4B,6B,7B

Workshops IWorkshops I

•Polio Eradication – How We Can Achieve Rotary’s Top Priority Program

Workshops IIWorkshops II

•Literacy Programs / Health & Hunger / Club Leadership Plan

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• Effectively communicate and actively promote the work of TRF to Rotarians and non-Rotarians around the world.

• Assist the Trustees and the General Secretary in explaining Foundation programs and the need for funding to district and club leaders.

WWW.rotary2000.orgActively promote by E-mail—

5,000 Email Address

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• Support district governors-elect in establishing their district Foundation goals

• Actively support district leaders to achieve their program goals, and monitoring

progress to achieve their fund-raising goals, and monito

ring the progress• Work with the Permanent Fund Advisors to ac

complish the goals of the Permanent Fund Initiative.

• Provide assistance, guidance and support to DGs, DGEs, assistant governors and DRFC.

• Serve as a Foundation information resource for Rotary leaders

• Conduct zone-level training for DGEs • Complete reports

"It is everyone's "It is everyone's responsibility to prepare our responsibility to prepare our Foundation for the future,Foundation for the future,We want The Rotary We want The Rotary Foundation to be the best in Foundation to be the best in the world."the world."

To stay relevant in Rotary's second century of To stay relevant in Rotary's second century of service, The Rotary Foundation must prepare service, The Rotary Foundation must prepare for whatever changes the future holds for whatever changes the future holds

New ideasNew ideas

RI President-elect Wilfrid J. Wilkinson –

"In Rotary, sharing doesn't mean giving away w

hat you have to spare, what you don't need for y

ourself.

Sharing means giving of yourself, selflessly, for

the good of others."

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Using a Digital Nervous System

SSppeeeedd SSppeeeedd

Rotary @ The Speed of ThoughtRotary @ The Speed of Thought

Rotary’s mission is service.

• promote the concept of digital workflow

• Rotary Web Work style• Rotary Web Lifestyle

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RRFC – Club Corner

WWW.rotary2000.org

5,000 Email Address

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0

200,000

400,000

600,000

800,000

1,000,000

1,200,000

1,400,000

Permanent Fund

D3450 1,202,975

D3460 1,000

D3470 11,000

D3480 29,000

D3490 42,000

D3500 28,000

D3510 6,150

D3520 250,200

2005-06

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0

5

10

15

20

25

30

35

40

45

50

55

60

65

70

75

80

Program Participation

D3450 18 31 18 67

D3460 11 10 9 30

D3470 1 1 10 12

D3480 7 12 8 27

D3490 6 2 5 13

D3500 5 9 20 34

D3510 2 12 1 15

D3520 9 11 17 37

2003-04 2004-05 2005-06 Total

"We live in an age of unprecedented need and unprecedented

promise, Everything to change the world is

within [Rotary's] grasp."

Permanent Fund Committeefor Taiwan, Hong Kong and Macau

12 February 2007Taipei San Want Hotel, Taiwan

RRFC Dens Zones 4B, 2005-08

THANKTHANKYOUYOU