title rotary foundation – club chair session ronald smith & mike mccarthy may 17, 2014
TRANSCRIPT
TITLERotary Foundation – Club Chair SessionRotary Foundation – Club Chair SessionRonald Smith & Mike McCarthyMay 17, 2014
What are your tasks
• Promoting OUR Rotary Foundation– Foundation Moments– Recognitions
• Managing Contributions– Annual Fund/ EREY– Polio Eradication– Endowment / Major Gifts / Bequests
• Promote Participating in Programs– Grants– Peace Centers– Polio Eradication
Contributions• How are contributions sent in
– Global Contribution Form– On Line / My Rotary– Rotary Direct– Club vs. Individuals
• Club Reports / Recognitions– CRS – Club Recognition Summary (PHF status,
etc)– MCR – Monthly Contributions Report (Club giving /
District)– Club Fundraising Analysis (5 year summary)– EREY Club / 100% Sustaining Member– 100% Paul Harris Fellow Club– Paul Harris Society
Goals & Plans
• Goal Setting / Funding– Annual Fund (PHS/EREY/Sustaining Member)– Endowment Fund– Polio Eradication– Planned Giving / Major Gifts– Enter Goals in Club Central
• Planning / Program Participation– District Grants– Global Grants / consider partnering– Peace Scholars– Polio Eradication
Schedules• April– June 30
– Set Goals on Club Central for next Rotary Year– Finalize your current year contributions (NOTE: after June
30, it delays program funding by one year )– Offer incentives for member contributions (Recognition
Points)– Attend District Training Assembly (Grant Management
Trng) • July - October
– Promote Rotary Foundation– Manage contributions, present to club and members reports– Attend Rotary Foundation Seminar with other members
(Grant Management Trng)
• Nov – Dec– Rotary Foundation Month: Presentations from Dist
Committee– End of Tax year, encourage giving
Schedules• Jan – March
– Renew Club’s District Grant MOU– Apply for District Grants, due by March 30– Incentives for member contributions (Recognition Points)– Look at contribution trends, implement plans to exceed
goals
• All Year– Promote Rotary Foundation and Resources for Club
Projects– Manage contributions, present to Club and members
reports– Develop / implement fundraising ideas– Recognize contributors / PHF or other– Provide reports to Club leaders
District Rotary Foundation Events
• Strike Out Hunger - Phillies Game (Aug)• Golf Tournament (Oct )• Purple Pinkie 5 K / Polio (Fall)• Rotary Foundation Seminar (Oct – Nov)
– GRANT MANAGEMENT TRAINING• Recognition Events (Spring)• District Grants (April)
Foundation Funding
Contributions
SHARE System
Contributions
Spendable Earnings
Annual Fund
EndowmentFund
PolioPlus Fund
SHARE System
• Divides Annual Fund contributions between– District Designated Fund (DDF)– World Fund
• Transforms contributions into grants, etc.
• Allows local Rotarians to determine how Club contributions are best put to use
Annual Fund Contributions
At the end of 3rd Rotary year, Annual Fund contributions split:
– 50% to the World Fund– 50% credited to district’s DDF
Endowment Fund Earnings
The Trustees determine the spendable earnings. Contributions designated to Permanent Fund-SHARE, the spendable earnings are split:
– 50% to the World Fund– 50% credited to district’s DDF
Two “Distribution” Funds
• District Designated Fund– District directed – Used by Rotarians in the
District– Spent on TRF grants and
programs
• World Fund– Trustee directed– Used by Rotarians
worldwide– Spent on TRF grants
and programs
SHARE Cycle
$200,000 Annual Fund
2010-11 2011-12 2012-13 2013-14
Funds raised and invested
Funds used
Funds invested
Funds invested
$100,000 DDF &
$100,000 World Fund
Permanent Fund spendable earnings NOT
in 3-year investment cycle
Permanent Fund spendable earnings NOT
in 3-year investment cycle
Funding Rotary Foundation Programs
DDF
District Grants
Global Grants
PolioPlus Donations
Rotary Peace Centers
Donations
50% of contributions 3 years prior
Rollover andTransfers
Transfer to other district
Unused DDFrolls over to
next year
Up to 50%
US$100,000District Designated Fund
Up to $50,000 to District
Grants
Any amount to Global Grants, PolioPlus, or Rotary Peace
Centers
Up to 50% Remaining Balance
Carry forward & transfers
Example of District Designated Funds (DDF)
• District Governor• District Governor-elect• District Rotary Foundation
Committee Chair• District Rotary Foundation
Subcommittee Chairs• Representatives from each
Area
Who is involved in Rotary Foundation planning?
Contact them as you need !
Resources• Rotary Website/My Rotary
– All forms for Foundation-related transactions– Rotary Contacts / Call Center– On line contributions– All Reports
(Note: To access, your Sec’y must enter you as Foundation Chair)
– Reporting / Club Central– Global Grant application, management and reporting
• District Website– District Committee contacts– Deadlines – District Events (Golf Tournament/Phillies/Seminar/etc.)– District Grant application, management and reporting