The Rotary Foundation 2012 CLTS. Why The Rotary Foundation? Our name is Rotary International Our name is Rotary International Rotary Club monitor “on

The Rotary FoundationThe Rotary Foundation2012 CLTS2012 CLTS

Why The Rotary Why The Rotary Foundation?Foundation?

Our name is Rotary Our name is Rotary InternationalInternational

Rotary Club monitor “on the ground”Rotary Club monitor “on the ground”

Tough reporting and checking systemTough reporting and checking system

Charity Navigator’s highest (4-star) Charity Navigator’s highest (4-star) ratingrating

OutlineOutline

Club Annual Giving GoalsClub Annual Giving Goals

Administrative ToolsAdministrative Tools

RecognitionRecognition

TRF ProgramsTRF Programs

TRF CalendarTRF Calendar

Club Annual Giving Club Annual Giving GoalsGoals

Setting and meeting goals—Club Setting and meeting goals—Club Rotary Foundation Committee Rotary Foundation Committee Manual – 226E-ENManual – 226E-EN

Getting club buy-inGetting club buy-in Tips for rolling out club goalsTips for rolling out club goals Making giving easy Making giving easy

Recurring/automated giving: ROTARY-Recurring/automated giving: ROTARY-DIRECTDIRECT

Promoting giving by club dues optionPromoting giving by club dues option

Club Annual Giving Club Annual Giving GoalsGoals

EducationEducation Foundation ThoughtsFoundation Thoughts November is Foundation Month—Plan November is Foundation Month—Plan

NowNow Speakers and Club ProgramsSpeakers and Club Programs Newsletters Newsletters

District Foundation NewsletterDistrict Foundation Newsletter E-mails from TRFE-mails from TRF

SHARE

50%

District Designated Fund (DDF)District Designated Fund (DDF)

50%

World FundWorld Fund

Earnings pay for Earnings pay for TRFTRF

administrationadministration

Annual Programs FundAnnual Programs Fund

YEAR 1 YEAR 2 YEAR 3


Member Access—RI WebsiteMember Access—RI Website Monthly Contribution Report (MCR)Monthly Contribution Report (MCR) Club Recognition Summary (CRS)Club Recognition Summary (CRS) EREY Eligibility ReportEREY Eligibility Report Global Contribution Form (Form Global Contribution Form (Form

123-EN)123-EN) Recognition Transfer Form (Form Recognition Transfer Form (Form

102-EN)102-EN) Multiple Donor Form (Form 094-EN)Multiple Donor Form (Form 094-EN)


Member Access—RI WebsiteMember Access—RI Website Go to Go to www.rotary.org and click on and click on

“Member Access” at top right“Member Access” at top right Enter your user name (e-mail Enter your user name (e-mail

address) and password (if you do address) and password (if you do not have one or forgot it, click the not have one or forgot it, click the appropriate box and a password appropriate box and a password will be sent to your e-mail address will be sent to your e-mail address within a few minutes)within a few minutes)

Click “Sign-in”Click “Sign-in”

http://www.rotary.org/


Monthly Contribution Report (MCR)Monthly Contribution Report (MCR)


Club Recognition Summary (CRS)Club Recognition Summary (CRS)


EREY Eligibility ReportEREY Eligibility Report

Administrative ToolsAdministrative ToolsContribution Form (Form 123-EN)Contribution Form (Form 123-EN)

Administrative ToolsAdministrative ToolsRecognition Transfer Form (Form 102-Recognition Transfer Form (Form 102-

EN)EN)

Administrative ToolsAdministrative ToolsMultiple Donor Form (Form 094-EN)Multiple Donor Form (Form 094-EN)

Individual Individual Recognition Recognition (TRF)(TRF)

Paul Harris Fellow - $1,000+Paul Harris Fellow - $1,000+

Major Donor - $10,000+Major Donor - $10,000+

Individual Individual Recognition Recognition (TRF)(TRF)

Benefactor - $1,000+Benefactor - $1,000+

Bequest Society - Bequest Society - $10,000+$10,000+

Individual Individual Recognition Recognition (District)(District)

Triple CrownTriple Crown

Paul Harris Society - $1,000+/year to Paul Harris Society - $1,000+/year to APFAPF

• Paul Harris FellowPaul Harris Fellow• RF Sustaining RF Sustaining

MemberMember• BenefactorBenefactor

Recognition PointsRecognition Points

Purpose: Allow one person to give, but Purpose: Allow one person to give, but another to be recognizedanother to be recognized

One point earned for each dollar given One point earned for each dollar given ““Recognition Level”: Can be mixture of your Recognition Level”: Can be mixture of your

dollars and another’s points to youdollars and another’s points to you Shows in column 4 of your Club Recognition Shows in column 4 of your Club Recognition

Summary (CRS)Summary (CRS) PHF multiple level based on this mixturePHF multiple level based on this mixture Only dollars count toward Major Donor statusOnly dollars count toward Major Donor status

Club RecognitionClub Recognition

100% EREY Club100% EREY Club

100% Sustaining Member Club100% Sustaining Member Club

100% Paul Harris Fellow 100% Paul Harris Fellow ClubClub

• $100+ Club $100+ Club Per CapitaPer Capita• 100% Members Give Something to 100% Members Give Something to

APF as of June 30APF as of June 30

• $100+ Club $100+ Club Per CapitaPer Capita• 100% Members Give $100+ to100% Members Give $100+ to

APF as of June 30APF as of June 30

• 100% Members are Paul Harris 100% Members are Paul Harris Fellows as of Any Given DateFellows as of Any Given Date


Top 3 Top 3 Per Capita Per Capita Giving Giving ClubsClubs

Membership ImpactMembership Impact ““Start” number (July 1 membership)Start” number (July 1 membership)

Never changes during yearNever changes during year Used to determine club’s Used to determine club’s per capita per capita givinggiving

““End” number (June 30 membership)End” number (June 30 membership) TRF makes name-by-name checkTRF makes name-by-name check Used to determine 100% EREY and 100% Used to determine 100% EREY and 100%

Sustaining Member clubs (see EREY Sustaining Member clubs (see EREY Eligibility Report for club status)Eligibility Report for club status)

Pitfalls abound! Keep donations current Pitfalls abound! Keep donations current with new memberswith new members

TRF Elements in 2012-13 RI TRF Elements in 2012-13 RI Presidential Citation Presidential Citation (do 3 activities from list of (do 3 activities from list of 9 that includes the 4 below)9 that includes the 4 below)

Support Polio eradication by a public Support Polio eradication by a public awareness or community fundraising awareness or community fundraising initiativeinitiative

Be 100% EREY Club on March 31Be 100% EREY Club on March 31 Be 100% Sustaining Member Club on Be 100% Sustaining Member Club on

March 31March 31 Sponsor or host an Ambassadorial Sponsor or host an Ambassadorial

Scholar or Rotary Peace FellowScholar or Rotary Peace Fellow


TRF Elements in 2012-13 Governor’s TRF Elements in 2012-13 Governor’s Citation Citation (do 3 activities from the list of 7 below)(do 3 activities from the list of 7 below)

Attend Future Vision SeminarAttend Future Vision Seminar Achieve $100, $200, or $300 Achieve $100, $200, or $300 per capita per capita

APFAPF Raise $2000 in Polio Bowl-a-thon pledgesRaise $2000 in Polio Bowl-a-thon pledges Be 100% EREY Club on May 15 Be 100% EREY Club on May 15 Be 100% Sustaining Member Club on May Be 100% Sustaining Member Club on May

1515 Add 1 Paul Harris Society memberAdd 1 Paul Harris Society member Add 1, 2, or 5 BenefactorsAdd 1, 2, or 5 Benefactors



HumanitarianHumanitarian District Simplified Grants (DSG)District Simplified Grants (DSG) Matching Grants (MG)Matching Grants (MG) PolioPlusPolioPlus

EducationalEducational Group Study Exchange (GSE)Group Study Exchange (GSE) World Peace FellowshipsWorld Peace Fellowships Future Vision ScholarshipsFuture Vision Scholarships


District Simplified GrantsDistrict Simplified Grants Support the service activities or Support the service activities or

humanitarian endeavors of Districtshumanitarian endeavors of Districts Local communityLocal community International communityInternational community

District: Up to 20% of DDF ($44,862 District: Up to 20% of DDF ($44,862 in 2012-13); $1000 maximum/clubin 2012-13); $1000 maximum/club

Club: Funds $100Club: Funds $100 Application deadline: August 15, Application deadline: August 15,

20122012


Matching GrantsMatching Grants Address humanitarian needs that Address humanitarian needs that

benefit a communitybenefit a community Foundation provides $5,000 - Foundation provides $5,000 -

$200,000$200,000 Matches Club (0.5 to 1) or District Matches Club (0.5 to 1) or District

(1 to 1) funds for project(1 to 1) funds for project International partnership requiredInternational partnership required Application window: July 1, 2012 – Application window: July 1, 2012 –

March 31, 2013March 31, 2013


PolioPlusPolioPlus Gates grant match complete, but Gates grant match complete, but

eradication isn’t finishederadication isn’t finished ““We’re this close!”We’re this close!” Still endemic in three countries: Still endemic in three countries:

Pakistan, Afghanistan, NigeriaPakistan, Afghanistan, Nigeria India polio-free!India polio-free! Clubs still have polio goal to finish Clubs still have polio goal to finish

jobjob

TRF ProgramsTRF ProgramsGroup Study ExchangeGroup Study Exchange

Four to six weeks international Four to six weeks international cultural and vocational exchange of cultural and vocational exchange of young business men and womenyoung business men and women

Host district Rotarians provide Host district Rotarians provide lodging, meals, local travellodging, meals, local travel

Exchange in 2012-13 is with AustraliaExchange in 2012-13 is with Australia Application deadlines for Team Application deadlines for Team

Leader & Team Members are Leader & Team Members are September 1, 2012 & September 15, September 1, 2012 & September 15, 20122012


World Peace FellowshipsWorld Peace Fellowships Masters degree programsMasters degree programs

International Relations, or Peace and International Relations, or Peace and Conflict ResolutionConflict Resolution

60 fellows per year study at one of six 60 fellows per year study at one of six Rotary Peace Centers (USA, England, Rotary Peace Centers (USA, England, Japan, Argentina, Australia, Sweden)Japan, Argentina, Australia, Sweden)

3-month certificate program - 3-month certificate program - ThailandThailand

Application deadline was May 13, Application deadline was May 13, 20122012


Future Vision ScholarshipsFuture Vision Scholarships

First Future Vision Plan impact on First Future Vision Plan impact on this District’s TRF programsthis District’s TRF programs

Caused by relatively long lead time Caused by relatively long lead time between scholar selection and between scholar selection and beginning of schoolingbeginning of schooling

TRF CalendarTRF Calendar May 13, 2012May 13, 2012 Peace Fellow ApplicationsPeace Fellow Applications July 1, 2012July 1, 2012 Matching Grant Window OpensMatching Grant Window Opens August 15, 2012August 15, 2012 Simplified Grant ApplicationsSimplified Grant Applications September 1, 2012September 1, 2012 GSE Team Leader ApplicationsGSE Team Leader Applications September 8, 2012September 8, 2012 District Foundation SeminarDistrict Foundation Seminar September 15, 2012September 15, 2012 GSE Team Member ApplicationsGSE Team Member Applications September 15, 2012September 15, 2012 Global Scholar ApplicationsGlobal Scholar Applications November 3, 2012November 3, 2012 District Foundation BanquetDistrict Foundation Banquet January 1, 2013January 1, 2013 Simplified Grant Progress Simplified Grant Progress

ReportsReports March 31, 2013March 31, 2013 Matching Grant Window ClosesMatching Grant Window Closes May 1, 2013May 1, 2013 Simplified Grant Final ReportsSimplified Grant Final Reports

PDG Chuck DavidsonPDG Chuck Davidson

District Rotary Foundation District Rotary Foundation ChairChair

Springfield Rotary ClubSpringfield Rotary Club

[email protected]@cox.net

Documents

The Rotary Foundation 2012 CLTS. Why The Rotary Foundation? Our name is Rotary International Our name is Rotary International Rotary Club monitor “on