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The Rotary Foundation - 101 2013 Foundation Seminar The Rotary Foundation - 101 2013 Foundation Seminar

Outline n TRF Giving n Administrative Tools n Recognition n TRF Programs n TRF Outline n TRF Giving n Administrative Tools n Recognition n TRF Programs n TRF Calendar

Why The Rotary Foundation? n Our name is Rotary International n Rotary Club monitor Why The Rotary Foundation? n Our name is Rotary International n Rotary Club monitor “on the ground” n Tough reporting and checking system n Charity Navigator’s highest (4 -star) rating

Annual Programs Fund Earnings pay for TRF administration YEAR 1 YEAR 2 YEAR 3 Annual Programs Fund Earnings pay for TRF administration YEAR 1 YEAR 2 YEAR 3 % 50 0% 5 SHARE District Designated Fund (DDF) World Fund

Annual Programs Giving n n Unrestricted Determines club per capita, EREY, and Sustaining Member Annual Programs Giving n n Unrestricted Determines club per capita, EREY, and Sustaining Member status Determines availability of funds for TRF programs 3 years hence Tips for making giving easy Recurring/automated giving: ROTARY DIRECT n Promoting giving by club dues option n

Annual Programs Giving n Education Foundation Thoughts n September District Foundation Seminar n November Annual Programs Giving n Education Foundation Thoughts n September District Foundation Seminar n November is Foundation Month—Plan Now n Speakers and Club Programs n District Foundation Newsletters n

Questions PDG Donna Phillips District Annual Giving Chair Rotary Club of Rappahannock-Fredericksburg ziarkowd@yahoo. com Questions PDG Donna Phillips District Annual Giving Chair Rotary Club of Rappahannock-Fredericksburg [email protected] com

Questions PDG D. R. Butler District Major Gifts Chair Rotary Club of Mount Vernon Questions PDG D. R. Butler District Major Gifts Chair Rotary Club of Mount Vernon dbutle [email protected] com

Paul Harris Society: What is it? n Recognizes individual donors who pledge $1, 000 Paul Harris Society: What is it? n Recognizes individual donors who pledge $1, 000 to The Rotary Foundation each year they are financially able n n Certificate and PHS “wings” to each donor Clubs with 4 or more PHS members receive a PHS banner 193 PHS members now Goal: 250 members

Growing PHS Members in Your Club n n Lead by example—most people want to Growing PHS Members in Your Club n n Lead by example—most people want to follow a leader who walks the walk Educate members where the money goes— 100% to support our Service Above Self Approach other club leaders and ask them to join with you Announce to the club & seek the buy-in of other members

PHS Resources n District 7610 PHS web page: http: //www. rotary 7610. org/2012 PHS. PHS Resources n District 7610 PHS web page: http: //www. rotary 7610. org/2012 PHS. html § PHS Brochure § Membership Declaration

Questions DGN Scott Mills District Paul Harris Society Chair Rotary Club of Great Falls Questions DGN Scott Mills District Paul Harris Society Chair Rotary Club of Great Falls [email protected] com 703. 282. 5725

Endowment Fund n n n Formerly known as the Permanent Fund Principal never spent; Endowment Fund n n n Formerly known as the Permanent Fund Principal never spent; only the earnings Outright Gifts (cash, securities, real estate, tangible personal property) Life Income Agreements (annuities, trusts) Bequests (specific, residual, contingent)

Questions Steve Gresham District Endowment Fund Chair Rotary Club of Alexandria SGresham@nilesbolton. com Questions Steve Gresham District Endowment Fund Chair Rotary Club of Alexandria [email protected] com

Administrative Tools n My Rotary—RI Website n Rotary Club Central n Monthly Contribution Report Administrative Tools n My Rotary—RI Website n Rotary Club Central n Monthly Contribution Report (MCR) n Club Recognition Summary (CRS) n EREY Eligibility Report n Donor History Report

Administrative Tools n Global Contribution Form (Form 123 -EN) n Recognition Transfer Form (Form Administrative Tools n Global Contribution Form (Form 123 -EN) n Recognition Transfer Form (Form 102 EN) n Multiple Donor Form (Form 094 -EN) n Rotary Direct Form (Form 712 -EN)

Administrative Tools n My Rotary—RI Website Go to www. rotary. org and click on Administrative Tools n My Rotary—RI Website Go to www. rotary. org and click on “My Rotary” at top n Click “Sign In” at left n Sign in with your e-mail address and password n Scroll down and click “Visit Rotary Club Central” n Select “Foundation Giving” and “Reports” n

Administrative Tools Monthly Contribution Report (MCR) Administrative Tools Monthly Contribution Report (MCR)

Administrative Tools Club Recognition Summary (CRS) Administrative Tools Club Recognition Summary (CRS)

Administrative Tools EREY Eligibility Report Administrative Tools EREY Eligibility Report

Administrative Tools n Donor History Report In My Rotary, then “Visit Rotary Club Central”, Administrative Tools n Donor History Report In My Rotary, then “Visit Rotary Club Central”, “Foundation Giving”, “Reports”, Individual Reports n Donor Overview Recognition (MD, BS, PHF, PHS Eligible, EREY, SM) n Gifts (APF, Polio, Permanent Fund cash, Other Restricted, n pie chart) n n Bequest Society, Benefactor Commitments Transaction Detail n Contributions/Transfers

Administrative Tools Contribution Form (Form 123 -EN) Administrative Tools Contribution Form (Form 123 -EN)

Administrative Tools Recognition Transfer Form (Form 102 -EN) Administrative Tools Recognition Transfer Form (Form 102 -EN)

Administrative Tools Multiple Donor Form (Form 094 -EN) Administrative Tools Multiple Donor Form (Form 094 -EN)

Administrative Tools Rotary Direct Form (Form 712 -EN) Administrative Tools Rotary Direct Form (Form 712 -EN)

Individual Recognition Paul Harris Fellow - $1, 000+ Major Donor - $10, 000+ Individual Recognition Paul Harris Fellow - $1, 000+ Major Donor - $10, 000+

Individual Recognition Benefactor - $1, 000+ Bequest Society - $10, 000+ Individual Recognition Benefactor - $1, 000+ Bequest Society - $10, 000+

Individual Recognition Triple Crown • Paul Harris Fellow • RF Sustaining Member • Benefactor Individual Recognition Triple Crown • Paul Harris Fellow • RF Sustaining Member • Benefactor Paul Harris Society - $1, 000+/year

Recognition Points n n n Purpose: Allow one person to give, but another to Recognition Points n n n Purpose: Allow one person to give, but another to be recognized One point earned for each dollar given “Recognition Level”: Can be mixture of your dollars and another’s points to you Shows in column 4 of your Club Recognition Summary (CRS) PHF multiple level based on this mixture Only dollars count toward Major Donor status

Club Recognition 100% EREY Club • • $100+ Club Per Capita 100% Members Give Club Recognition 100% EREY Club • • $100+ Club Per Capita 100% Members Give Something to APF as of June 30 100% Sustaining Member Club • $100+ Club Per Capita • 100% Members Give $100+ to APF as of June 30 100% Paul Harris Fellow Club • 100% Members are Paul Harris Fellows as of Any Given Date

Club Recognition Top 3 Per Capita Giving Clubs Club Recognition Top 3 Per Capita Giving Clubs

Membership Impact n “Start” number (July 1 membership) Never changes during year n Used Membership Impact n “Start” number (July 1 membership) Never changes during year n Used to determine club’s per capita giving n n “End” number (June 30 membership) TRF makes name-by-name check n Used to determine 100% EREY and 100% Sustaining Member clubs (see EREY Eligibility Report for club status) n Pitfalls abound! Keep donations current with new members n

Club Recognition n TRF Elements in 2013 -14 RI Presidential Citation (do 4 activities Club Recognition n TRF Elements in 2013 -14 RI Presidential Citation (do 4 activities from the list of 9 below; do 5 for the Citation with Distinction) (March 31 deadline) (required) Participate in a service project related to one of the Areas of Focus n Submit Foundation goals to Rotary Club Central n Support Polio. Plus by a community fund raiser, OR by a public awareness campaign n Be a 100% EREY club on March 31 n

Club Recognition n TRF Elements in 2013 -14 RI Presidential Citation (continued) (March 31 Club Recognition n TRF Elements in 2013 -14 RI Presidential Citation (continued) (March 31 deadline) Be a 100% Sustaining Member club on March 31 n Have at least one member contribute to the Endowment Fund n Have at least 10% of members enroll in ROTARY DIRECT n Participate in a Global or Packaged Grant n Sponsor or support a Rotary Peace Fellow n

Club Recognition n TRF Elements in 2013 -14 Governor’s Citation (do 3 activities from Club Recognition n TRF Elements in 2013 -14 Governor’s Citation (do 3 activities from the list of 4 below; do all 4 for the Citation with Distinction) (May 31 deadline) Achieve $200 per capita APF; all contribute n Contribute at least $2000 to Polio. Plus n Contribute at least $500 to Rotary Peace Centers, OR at least one member attends Rotary Peace Center Conference n At least 10% of members attend District’s Rotary Foundation Seminar n

TRF Programs n Humanitarian District Grants (DG) n Global Grants (GG) n Polio. Plus TRF Programs n Humanitarian District Grants (DG) n Global Grants (GG) n Polio. Plus n n Educational Vocational Training Teams (VTT) n Rotary Peace Fellowships n Global/District Scholarships n

Areas of Focus n n n Peace and Conflict Resolution/Prevention Disease Prevention and Treatment Areas of Focus n n n Peace and Conflict Resolution/Prevention Disease Prevention and Treatment Water and Sanitation Maternal and Child Health Basic Education and Literacy Economic and Community Development

TRF Programs District Grants n n Formerly known as District Simplified Grants 2012 -13: TRF Programs District Grants n n Formerly known as District Simplified Grants 2012 -13: 17 projects approved involving 35 clubs; typically $1000 per club Total DSG amount disbursed, $44, 696 n Total club contributions, $9, 300 n Total other contributions, $15, 520 n

TRF Programs District Grants n n 2013 -14: 28 projects submitted from 45 clubs; TRF Programs District Grants n n 2013 -14: 28 projects submitted from 45 clubs; typically $2000 per club Total requested amount, ~$87, 000 Only one application per club allowed Clubs often partner to increase overall grant size

Questions Joe Akkara District Grants Chair Rotary Club of Falls Church jaakkara@aol. com Vance Questions Joe Akkara District Grants Chair Rotary Club of Falls Church [email protected] com Vance Zavela District All-Grants Chair Rotary Club of Mc. Lean vance. [email protected] net

TRF Programs Global Grants n n n Formerly known as Matching Grants Foundation matches TRF Programs Global Grants n n n Formerly known as Matching Grants Foundation matches club (0. 5 to 1) and/or district (1 to 1) funds for project Requires international partner (host club) 2012 -13: 12 projects approved, involving 19 clubs serving 10 countries 2013 -14: grant sizes increase; budgets must exceed $30, 000, none yet submitted

Questions Andrew Wade Global Grants Chair Rotary Club of Dulles International Airport andrewdwade@gmail. com Questions Andrew Wade Global Grants Chair Rotary Club of Dulles International Airport [email protected] com Vance Zavela District All-Grants Chair Rotary Club of Mc. Lean vance. [email protected] net

TRF Programs Polio. Plus n n n Original Gates grant match complete, but eradication TRF Programs Polio. Plus n n n Original Gates grant match complete, but eradication isn’t finished “We’re this close!” Still endemic in three countries: Pakistan, Afghanistan, Nigeria New Gates grant match provides $35 M per year for 5 years Clubs still have polio goal to finish job

Questions Colleen Bonadonna District Polio. Plus Chair Rotary Club of West Point cblens@cox. net Questions Colleen Bonadonna District Polio. Plus Chair Rotary Club of West Point [email protected] net

TRF Programs Vocational Training Teams § § § Formerly Group Study Exchange (GSE) 2012 TRF Programs Vocational Training Teams § § § Formerly Group Study Exchange (GSE) 2012 -13: GSE with Australia D 9465 2013 -14: Entirely open; could be: § One-way “GSE look-alike” comes here § One-way VTT goes in connection with grant § Significantly increased flexibility § No age restrictions § Rotarian leader plus Rotarian/non-Rotarian mix of members § Flexible duration

TRF Programs Vocational Training Teams § Tied to Area of Focus § Thrust: More TRF Programs Vocational Training Teams § Tied to Area of Focus § Thrust: More vocational training, less sightseeing and social; oriented to specific mission § Find own partner if want exchange § Worked as grant; budget determines type § Over $30, 000: Global Grant § Under $30, 000: District Grant

Questions PDG Andy Turner District VTT Co-Chair Rotary Club of Mount Vernon aturner 33@verizon. Questions PDG Andy Turner District VTT Co-Chair Rotary Club of Mount Vernon aturner [email protected] net Michelle Peters District VTT Co-Chair Rotary Club of Bailey’s Crossroads meeshyp [email protected] com

TRF Programs Rotary Peace Fellowships n n International Studies in Peace and Conflict Resolution TRF Programs Rotary Peace Fellowships n n International Studies in Peace and Conflict Resolution Master’s degree program 50 fellows selected per year n Study at one of five Rotary Peace Centers (USA, England, Japan, Australia, Sweden) n n Professional development certificate 3 months intensive study - Thailand n 2 cohorts of 25 fellows each per year n

TRF Programs Rotary Peace Fellowships 2013 -2014 Calendar - Tentative n Applications for programs TRF Programs Rotary Peace Fellowships 2013 -2014 Calendar - Tentative n Applications for programs starting in 2015 -16 n May 4, 2014 – Applications to sponsor clubs n May 18, 2014 – Applications to District chair n n June 2014 – District applicant interviews n n With club endorsement District forwards nominations to TRF by July 1 Nov-Dec 2014 – TRF notifies candidates of results

TRF Programs Rotary Peace Fellowships Resources and Contacts n District Chair, Rotary Peace Fellows TRF Programs Rotary Peace Fellowships Resources and Contacts n District Chair, Rotary Peace Fellows Program n n n [email protected] net 703. 628. 8346 Rotary Website www. rotary. org Rotary Peace Centers Rotary Peace Fellowships Brochure (084 -EN) n n Lester Schoene http: //www. rotary. org/RIdocuments/en_pdf/084 en. pdf Rotary Centers for International Studies Alumni Brochure (092 -EN) http: //www. rotary. org/RIdocuments/en_pdf/092 en. pdf Rotary World Peace Fellowship Application (083 -EN) Program Guide for Rotarians (085 -EN) n http: //www. rotary. org/RIdocuments/en_pdf/085 en. pdf

Questions Lester Schoene District Rotary Peace Fellowships Chair Rotary Club of Annandale lesterp@verizon. net Questions Lester Schoene District Rotary Peace Fellowships Chair Rotary Club of Annandale [email protected] net

TRF Programs Scholarships—Key Points n n Offer more options than before Are an integral TRF Programs Scholarships—Key Points n n Offer more options than before Are an integral part of the grant process Global Grant n District Grant n n Use an online application process

Global Grant Scholarships Global scholarships are intended to provide sustainable, high impact outcomes in Global Grant Scholarships Global scholarships are intended to provide sustainable, high impact outcomes in one of Rotary’s six Areas of Focus Global grant scholars are individuals who are pursuing a career in one of these areas

Global Grant Scholarships n n n n Graduate level One to four years Must Global Grant Scholarships n n n n Graduate level One to four years Must be related to a TRF Area of Focus Must study abroad Must be accepted for admission Must pass TRF approved language test International Sponsor (Club or District) Host Sponsor (Club or District)

Global Grant Scholarships “New” Responsibilities n Develop criteria & process for selection n n Global Grant Scholarships “New” Responsibilities n Develop criteria & process for selection n n Develop publicity campaign Select scholar(s) Contact Host District TRF Chair n n n www. rotary 7610. org/2013 Scholar. Grants. html Describe scholarship details Introduce scholar(s) Request designation of host Rotarian Apply to Foundation for Grant Develop a budget with scholar(s)

Global Grant Scholarships Funding n n n DDF funds half ($15 k) * TRF Global Grant Scholarships Funding n n n DDF funds half ($15 k) * TRF World Fund provides half ($15 k) OR Club(s) provides cash ($20 k) TRF WF provides 50% match ($10 k) Develop budget(s) with scholar(s) *From year approved

Global Grant Schedule Procedural Step Clubs submit application to District Scholarship Chair. District interviews Global Grant Schedule Procedural Step Clubs submit application to District Scholarship Chair. District interviews all Global Scholarship applicants. Date 31 October 2013 16 November 2013 Obtain partner district(s) in the country(ies) of study. NLT 30 November 2013 Prepare online application w/ host district & applicant. 16 Nov 2013 to 15 Jan 2014 Submit online application for TRF approval. 15 January 2014 Scholar(s) obtain required travel documents (visa(s), etc. ) NLT 1 May 2014 Arrange for transportation to country(ies) of study NLT 15 June 2014

District Grant Scholarships n No restrictions on n n Level (university or graduate) Length District Grant Scholarships n No restrictions on n n Level (university or graduate) Length of study Area of study Location of study District determines n n Criteria for award Selection process Amount of award (≤ $15 k) How to publicize availability

Questions Joe Luquire District Scholarship Chair Rotary Club of Bailey’s Crossroads jwluquire@earthlink. net Questions Joe Luquire District Scholarship Chair Rotary Club of Bailey’s Crossroads [email protected] net

Grant Stewardship is the responsible management and oversight of grant funds, including: n Rotarian Grant Stewardship is the responsible management and oversight of grant funds, including: n Rotarian supervision n Financial records review n Oversight of funds n Reporting irregularities n Timely submission of reports n

Qualification • Requirements • • • Attend a grant management seminar Submit signed club Qualification • Requirements • • • Attend a grant management seminar Submit signed club MOU Maintaining Qualification • • • Follow terms of club MOU Appoint club member/committee to manage club qualification Fully implement stewardship practices to prevent misuse of funds

Financial Management Plan • • • Bank account for funds Distributing funds Use checks/bank Financial Management Plan • • • Bank account for funds Distributing funds Use checks/bank cards to track funds Detailed ledger Include local laws

Document Retention • • • Provide access Retain for a minimum of five years Document Retention • • • Provide access Retain for a minimum of five years Make copies

Conflict of Interest • • Exists when a Rotarian benefits financially or personally from Conflict of Interest • • Exists when a Rotarian benefits financially or personally from a grant Benefit can be direct (the Rotarian benefits) or indirect (an associate of the Rotarian benefits)

Questions PDG Travis White Foundation Stewardship Chair Rotary Club of Burke traviswhite@cox. net Questions PDG Travis White Foundation Stewardship Chair Rotary Club of Burke [email protected] net

TRF Calendar n n n May 12, 2013 June 11, 2013 June 15, 2013 TRF Calendar n n n May 12, 2013 June 11, 2013 June 15, 2013 July 1, 2013 September 28, 2013 October 31, 2013 November 16, 2013 November 23, 2013 January 1, 2014 March 31, 2014 May 18, 2014 Peace Fellow Applications Peace Fellow Interviews Final District Grant Applications Global Grant Window Opens District Foundation Seminar Global Scholar Applications Global Scholar Interviews District Foundation Banquet District Grant Progress Reports District Grant Applications District Grant Final Reports Peace Fellow Applications

PDG Chuck Davidson District Rotary Foundation Chair Rotary Club of Springfield chuck. nita@cox. net PDG Chuck Davidson District Rotary Foundation Chair Rotary Club of Springfield chuck. [email protected] net