rotary foundation webinar

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ROTARY DISTRICT 5960ROTARY FOUNDATION WEBINAR

2012Presenter: DRFC Newell Krogmann

This is not an official TRF publication.

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ROTARY FOUNDATION WEBINAR

Outcomes Understand the mission of The Rotary Foundation (TRF) Understand the role of Club Foundation Officer Understand APF, PolioPlus, and PF Understand ways to give – mail, online, TRF Direct, via club Be able to send in donations given via club Understand Paul Harris Fellowship, Paul Harris Society,

EREY, and sustaining members Understand Recognition system Know resources and contact persons Understand access to various reports Know about and how to obtain speakers regarding TRF Know about training and information opportunities Understand FVP qualification process Understand how donations can be applied to particular

grants

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TOPICS FOR TODAY’S WEBINAR

$THE MISSION OF THE ROTARY FOUNDATON (TRF)$ YOUR ROLE AS A CLUB FOUNDATION CHAIR$ ANNUAL PROGRAMS FUND, PERMANENT FUND, AND POLIO+$ METHODS OF GIVING$ THE “ENVELOPE SYSTEM”$ PAUL HARRIS FELLOWSHIPS, THE PAUL HARRIS SOCIETY$ EREY AND SUSTAINING MEMBERS$ REPORTS – HOW TO GET THEM AND HOW TO USE THEM$ SPEAKERS AND RESOURCES$ TRAINING OPPORTUNITES$ FUTURE VISION

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TRF MISSION STATEMENTTo enable Rotarians

to advance world understanding,

goodwill and peace throughthe improvement of health,

the support of education, andthe elimination of poverty.

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ROLE OF THE CLUB FOUNDATION CHAIR

Will vary from club to club

$ Insure that members know what TRF is and what it does. $ Promote giving to TRF $ Facilitate that giving (making sure donations are sent in) $ Work to be sure goals are met (and hopefully exceeded)

In some clubs: $ Involvement in the grant process (drafting, submitting, reporting, advising)

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What goals are involved for TRF?

G Annual Programs Fund (APF)

G PolioPlus

G Permanent Fund

Goals are turned in at PETS by the President Elect, using the Club Goal Report Form.

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TWO QUESTIONS…

➊ Is your club informing members about the work of TRF and how to donate to TRF?

➋ Do your members know that contributions to TRF are not a part of their dues?

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Rotarian contributions fund Rotary Foundation programs. Gifts can be made to three funds:

PolioPlusFor Support Today

To Secure Tomorrow

Earnings used for administrative

costs

2013-14

50% to World FundMatching GrantsPackaged Grants

Peace FellowsPolio+

50% to District Designated Fund (DDF)

Up to ½ to District

Grants

At least½ to Global

Grants

2010-11 2011-12

$$200,000

$50,000$50,000

$100,000 $100,000

Future Vision Grant Distribution ExampleANNUAL PROGRAMS GIVING -- SHARE

2012-13

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PolioPlus – Clubs have met $200 Million

Challenge

Still the need for funds. Not asking Rotarians to donate, but donations gratefully accepted.

Each club asked to raise funds with community awareness of the need to eradicate Polio.

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THE PERMANENT FUND

Donations invested and only earnings are spent.

Counts for Major Giving status, but not Paul Harris Fellowship.

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WAYS TO SUPPORT OUR WORK THROUGH THE FOUNDATION

➊ Mail (with a form)

➋ Member Access

➌ TRF Direct (APF & Polio+)

➍ Via Club

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Mailing donations with form

For APF, PolioPlus, PF, Grants

*Single contributor: Global Contribution Form

123-EN— (1011)

*Multiple contributors: Multiple Donor Form

094-EN— (808)

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OUR DISTRICT’S ENVELOPE PROGRAM*Orange = Fast for Hope (not a TRF program)Green = PolioPlusBlue = Annual Programs Fund (quarterly)______________________________________________________

*A How to Guide to Giving “GREEN SHEET”The Rotary Foundation and Fast for Hope Donations – Rotary

District 5960

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Need more envelopes?

Ask Jingle! Ask Newell!

If you will use them, we will get them to you.

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Member AccessAlso called, Member Access Portal (MAP)*

www.rotary.org

For a introductory PowerPoint search for “member_access_registration_en” at www.rotary.org

http://www.rotary.org/

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DONATIONS CAN ALSO BE MADE FORSPECIFIC GLOBAL GRANTS

➜ MUST HAVE GRANT NUMBER

Individuals can do via Member AccessCRITICAL TO GET IN ONCE GRANT

APPROVEDNo grant check until all funding at TRF

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PAUL HARRIS FELLOWSHIP (PHF)

Need 1000 Recognition PointsThese come from donations ($1 = 1 pt.)

or from donated points from

someone else, the club, or the district

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RECOGNITION POINTS

Found in Club Recognition Summary (CRS)*Accessed via Member Access at www.rotary.org

Does your club know that it may have Recognition Points that it could use to award PHFs or to “give” to members?


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Recognition Points -- the 2 for 1 deal

Every dollar given earns a recognition point.

Can give Recognition Points to someone else.

►Using Recognition Points PowerPoint on 5960 Website

► Understanding Foundation Recognition Points on www.rotary.org website.

http://www.rotary.org/RIdocuments/en_pdf/foundation_recognition_points_fact_sheet_en.pdf


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Paul Harris Fellowship Pins1 original PHF pin and cert.

(medal can be purchased)

PHF+1 pin with one sapphire(PHF+2 through PHF+5 sapphires)PHF+6 one rubyPHF+7 two rubiesPHF+8 three rubies

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PAUL HARRIS FELLOWSHIPS

Celebrate at your club!Celebrate in your newsletter!List in your weekly bulletin!List on your website!

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PAUL HARRIS SOCIETY

Persons who “pledge” to give $1000 in a given Rotary Year (1 July-30 June)

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EVERY MEMBER EVERY YEAR

EREYEvery member gives during the year (only APF counts; not PolioPlus)Governor Joe’s emphasis in 2012-13

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EREY REPORT for Club

Via Member Access*

Tells who has given this yearTells who is a sustaining member

this yr.

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SUSTAINING MEMBER

GIVES $100 PER ROTARY YEAR

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Tracking donations by club members

Club Recognition Summary (CRS)*Last donation, but no amount shown

EREYNo dollar amounts; yes, “sustaining”

Monthly Goal Report from DistrictBased on report from TRF

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Tracking donations by club members

Suggestion: Have members report their donations to you.

Can access personal Contribution History via Member Access

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SPEAKERSContact me, Newell – in directory

[email protected]

For Polio+, contact Charlie Cogan

mailto:[email protected]

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RESOURCESwww.shop.rotary.org

orwww.rotary.org -- click on “Shop” on the upper right.

TRF website, Foundation Thoughts

http://www.shop.rotary.org/


http://www.rotary.org/RIdocuments/en_pdf/trf_weekly_thoughts_en.pdf

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TRF BROCHURES

Every Rotarian – Every Year – 957

TRF Direct – 998 (be sure to order the USA version) (May not be available)

Bequest Society Membership Card – 098

Benefactor Commitment Card

Two Needs – Two Ways of Giving – 173

Presidential Citation Brochure 900A-12EN– (1011)

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MORE RESOURCES via shop.rotary

PostersVideos Pictures

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Areas of Focus videos. Each individual segment listed below is available to view via Rotary's Podcast on iTunes, or on the video sharing site, Vimeo.

http://itunes.apple.com/us/podcast/rotary-minute/id477989770

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The Vimeo links are as follows: Doing Good - A Introduction to the 6 Areas of FocusDoing Good: Supporting EducationDoing Good: Growing Local EconomiesDoing Good: Fighting DiseaseDoing Good: Providing Clean Water Dong Good: Saving Mothers and ChildrenDoing Good: Promoting Peace

http://vimeo.com/34051471












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The TRF Contact Center

[email protected]

1-866-9Rotary (1-866-976-8279) Monday-Friday 8-5 CST

mailto:[email protected]

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WHERE CAN I LEARN MORE ABOUT TRF?

“Success” Seminar – September The Foundation Celebration – Oct.

27 Grant Management Seminars

(GMS)

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OUR DISTRICT WEBSITE WWW.ROTARY.ORG

Grant information and formsGoal reportsDistrict Grant Subcommittee MinutesGSE and VTT informationFoundation Celebration information

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OUR DISTRICT WEBSITE – more…

The District DirectoryScholarshipsContributing to TRFThis presentation

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FUTURE VISION

Our District is part of the Future Vision Pilot Program.

100 of the ~534 Rotary districts are in the pilot.

Future Vision for all districts will begin July 1. 2013

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FUTURE VISIONTwo step process: Proposal and Application

Global Grants support international service projects involving Rotary clubs or districts in two or more countries. Also included: Global Scholarships and VTTs.

District Awarded Grants support humanitarian projects that benefit the local communities and beyond. A lot of flexibility.

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AREAS OF FOCUS FOR GRANTS

PEACE AND CONFLICT PREVENTION AND RESOLUTION

MATERNAL AND CHILD HEALTH DISEASE PREVENTION AND TREATMENT WATER AND SANITATION BASIC EDUCATION AND LITERACY ECONOMIC AND COMMUNITY DEVELOPMENT

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FUTURE VISION

To get grants: One person attend a GMS (annual) TRF Memorandum of

Understanding District Memorandum of

Understanding

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FUTURE VISION

IMPORTANT DATE: MAY 15, 2012For submitting District Grant Proposals

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DONATIONS CAN ALSO BE MADE FORSPECIFIC GLOBAL GRANTS.

➜ MUST HAVE GRANT NUMBER.

Individuals can do via Member Access.CRITICAL TO GET IN ONCE GRANT

APPROVED.No grant check until all funding at TRF.

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TWO QUESTIONS…

➊ Is your club informing members about the work of TRF and how to donate to TRF?

➋ Do your members know that contributions to TRF are not a part of their dues?

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Q and A

IT’S ALL ABOUT…

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Thank you for attending this Webinarand

for your Service Above Self through

The Rotary Foundation

rotary foundation webinar

Documents

rotary foundation webinarrole

rotary district

foundation mail

rotary foundaton trf

club foundation chairwill

work of trf

paul harris society

official trf publication