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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
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
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
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
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
Every Rotarian Every Year (EREY)
Contributions – What & How
Contribution forms Global Multiple Donor Memorial Envelopes
TRF Direct Member Access
Contribution Recognition Summary Rotarian Contribution Record On line contributions
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
Member Access
Member Access can be found on the RI home page, www.rotary.org.
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 / Sect’y / Treas. can:• View CRS (Contribution Recognition Summary)
Registration
Registration for Member Access is a three part process:1. Enter a valid e-mail address and your contact
information.2. Validate the e-mail address by clicking on the
hyperlink in the e-mail sent to you from Member Access.
3. Complete the online registration form and create your password.
Registration usually takes 24 hours to process.
Login Screen
Registration for new users.
Login for returning users.
Registration: Step 1
The first step is providing the following information:• Email address• Name• Address• Phone Number• Language• Rotary affiliation
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.
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.
Changing Login InformationClick 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.
Contribution Recognition Summary (CRS)How to Read…
Joe SmithMary BrownGary JohnsonNancy DrewCole Hammels
Monthly Contribution Report (MCR)
Smalltown
Metropolis
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
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)
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)
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
www.Shop.rotary.org
Free Literature
Other Promotion… Education
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
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
Humanitarian
District Simplified Grants Local or smaller international service projects
Matching Grants Int’l Projects over $10,000 Must have Int’l partner Rotary Club
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 (Int’l partner / Cash /DDF) Can local clubs or others partner
Write the grant… for MG’s 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