1. District The Rotary Foundation: Top 10 Things You Need to Know PETS District Session PDG Juanita Cawley District Rotary Foundation Chair

2. Know the basics of how Foundation-giving works.
TRF Top 10 List
#10
Know the basics of how Foundation-giving works.

3. Annual Fund SHARE $1,000 Share Earnings pay for TRF administration
YEAR 1
YEAR 2
YEAR 3 S
World Fund
District Designated Fund (DDF)
50% = $500
50% = $500
Share

4. Annual Fund SHARE $1,000 Share Earnings pay for TRF administration
5% = $50
YEAR 1
YEAR 2
YEAR 3 S
World Fund
District Designated Fund (DDF)
50% = $500
45% = $450
Share

5. Foundation goals early
TRF Top 10 List #9
Set your club’s
Foundation goals early

6. Post your Foundation goals to Rotary Club Central.
TRF Top 10 List “ #8
Post your
Foundation goals to
Rotary Club Central.

7. Rotary Club Central
Go to and click on “My Rotary” at the top of the page
Click “Sign In” at left
Sign in with your address and password
Scroll down to “Rotary Club Central” on the left, and click “View Goals”
Under the “Foundation Giving” tab, scroll down to “Goals and Progress”

8. On-Line Goal-Posting Tips
Do NOT use symbols—no dollar signs, decimal points, or commas
If your final Annual Fund Total Goal is not more than your club’s average over last 4 complete years, please reconsider and increase your total by upping “Other”

9. TRF Top 10 List
# 7
Inform RI of your Club Foundation Chair (CFC) in My Rotary and designate your CFC in DACdb.

10. #6
TRF Top 10 List
Set your sights on achieving Foundation Giving and 100% Sustaining Member club banners.

11. 100% Foundation Giving Club
Club Recognition
100% Foundation Giving Club
$100+ Club Per Capita average
100% Members give at least $25 to any Rotary Foundation fund as of June 30
100% EREY Club
$100+ Club Per Capita average to Annual Fund
100% Members give at least $25 as of June 30

12. 100% Paul Harris Fellow Club 100% Paul Harris Society Club
Club Recognition
100% Paul Harris Fellow Club
100% Members are Paul Harris Fellows as of Any Given Date
100% Paul Harris Society Club
100% Members give $1,000 minimum to the Annual Fund, PolioPlus, or global grants within a Rotary year.

13. Know how to check your own contribution record.
TRF Top 10 List
Know how to check your own contribution record. #5
In My Rotary, hover over “The Rotary Foundation,” click “Foundation Reports,” then “Donor History Report”
Donor Overview
a. Recognition (MD, BS, PHF, PHS, EREY, SM)
b. Gifts (AF, Polio, Endowment Fund cash, Other Restricted, pie chart)
c. Bequest Society, Benefactor Commitments
Transaction Detail (bottom tab)
Contributions/Transfers

14. Know what you want your Club Foundation Chair to know.
TRF Top 10 List” #4
Know what you want your Club Foundation Chair to know.
Forms:
1.Contribution Form (123-EN)
For submitting a single contribution
2.Recognition Transfer Form (102-EN)
For requesting any transfer of recognition points
3.Multiple Donor Form (094-EN)
For submitting contributions from more than one member
4.Rotary Direct Form (712-EN)
For enrolling to make recurring contributions

15. Know what you want your Club Foundation Chair to know.
TRF Top 10 List
#4.1
Know what you want your Club Foundation Chair to know.
Reports:
1.Monthly Contribution Report (MCR)
Club-by-club giving status for month and YTD, including per capita
2.Club Recognition Summary (CRS)
Member-by-member Paul Harris Fellow level and recognition points status
3.EREY Eligibility Report
Member-by-member EREY and Sustaining Member status YTD

16. Know what you want your Club Foundation Chair to know.
TRF Top 10 List”
#4.2
Know what you want your Club Foundation Chair to know.
Miscellaneous Information:
1.“Start” number (July 1 membership)
Never changes during year
Used to determine club’s per capita giving
2.“End” number (June 30 membership)
TRF makes name-by-name check
Used to determine 100% EREY and 100% Sustaining Member clubs (see EREY Eligibility Report for club status)

17. Know what you want your Club Foundation Chair to know.
“TRF Top 10 List
#4.3
Know what you want your Club Foundation Chair to know.
Miscellaneous Information:
Recognition Points—Purpose, Allow one person to give, but another to be recognized
1.One point earned for each dollar given
2.“Recognition Amount”: Can be mixture of your dollars and another’s points to you
3.Shows in column 4 of your Club Recognition Summary (CRS)
4.PHF multiple level based on this mixture
5.Only dollars count toward Major Donor status

18. Ensure your Club Foundation Chair keeps you informed at least monthly.
“TRF Top 10 List
# 3
Ensure your Club Foundation Chair keeps you informed at least monthly.
EREY Report
Club Recognition Summary (CRS)
The Foundation Newsletter

19. #2 TRF Top 10 List Take advantage of Foundation money
returned to district.

20. The Rotary Foundation Programs
Humanitarian
District Grants
Global Grants
PolioPlus
Educational
Vocational Training Teams
Global Scholarships
District Scholarships
Rotary Peace Fellowships

21. TRF Top 10 List #1 Set the example for giving in your club.
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 #1

22. Set the example for giving in your club.
TRF Top 10 List #1
Set the example for giving in your club.
Give me one good reason to support The Rotary Foundation!
Our name is Rotary International
Rotary Club monitor “on the ground”
Tough reporting and checking system
Charity Navigator’s highest (4-star) rating

23. 2015-2018 District Rotary Foundation Chair
PDG Juanita Cawley
District Rotary Foundation Chair