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
Administrative ToolsAdministrative Tools
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)
Administrative ToolsAdministrative Tools
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”
Administrative ToolsAdministrative Tools
Monthly Contribution Report (MCR)Monthly Contribution Report (MCR)
Administrative ToolsAdministrative Tools
Club Recognition Summary (CRS)Club Recognition Summary (CRS)
Administrative ToolsAdministrative Tools
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
Club RecognitionClub Recognition
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
Club RecognitionClub Recognition
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
Club RecognitionClub Recognition
TRF ProgramsTRF Programs
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
TRF ProgramsTRF Programs
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
TRF ProgramsTRF Programs
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
TRF ProgramsTRF Programs
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
TRF ProgramsTRF Programs
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
TRF ProgramsTRF Programs
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
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