1. District The Rotary Foundation: Things AFAs Need to Know District Team Training Seminar PDG Juanita Cawley District Rotary Foundation Chair

2. 1. Know the Foundation Basics
On 23 February 1905, Paul P. Harris, Gustavus Loehr, Silvester Schiele, and Hiram E. Shorey gathered in Loehr’s office in Chicago for what would become known as the first Rotary club meeting.

3. The mission of Rotary International is to provide service to others, promote integrity, and advance world understanding, goodwill, and peace through its fellowship of business, professional, and community leaders.
The mission of The Rotary Foundation is to enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty.

4. What are the six areas of focus?“

5. When I give my money to TRF, where does it go?
Annual Fund – SHARE
Polio Plus
Endowment

6. 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

7. 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

8. How can my clubs take advantage of Foundation money returned to our district?

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

10. How does a club qualify for a grant?
ANNUAL REQUIREMENTS
Attend a Grant Management Seminar
Sign & Adhere to Club Memorandum of Understanding.
Be current in reporting on all existing Global Grants
Agree to & Submit the Signed Club Memorandum of Understanding Addendum
Next Seminar May 6 at District Training Assembly (DTA) and May 19 at District Conference

11. DISTRICT GRANTS
A single block grant awarded annually for club and district projects
Local or international activities
Smaller activities and projects
Application on district website
Due June 1 to Carol Foley, Chair

12. GLOBAL GRANTS Align with an area of focus Have measurable results
Respond to a community need
Include active community and Rotarian participation
Strengthen knowledge, skills, resources
Have long-term, sustainable benefits
Have a budget of at least $30,000
Andrew Wade, District Chair

13. GLOBAL GRANT SCHOLARSHIPS
Graduate level
Study periods of 1-4 years
Alignment with the areas of focus
Previous work, volunteer, and study experience
Academic program
Future career plans (immediate and long-range)
Host and international sponsors
$30,000 minimum budget
Clubs recruit candidates
Ted Hussar, District Chair

14. 2. Know your Job Description
Leadership
Advocacy
Resource
Reporting

15. Leadership Set the example of giving in your area
Be a Paul Harris Fellow
Be a Sustaining Member of TRF
Be a Benefactor
Aim to be a member of the Paul Harris Society
Educate members where our money goes—100% to support our Service Above Self

16. Advocacy Serve as club key link to TRF Outline District key objectives
Ensure each club has a Foundation chair
Encourage EVERYone to contribute to Annual Fund-SHARE
Help clubs identify potential Major Donors
Encourage clubs to apply for grants
Encourage clubs to achieve citations
Encourage clubs to recruit scholar applicants

17. Resource Attend training
Become knowledgeable about club contribution histories
Ensure CFC knows how to access club’s giving record
Familiarize CFC with forms and reports
Help provide speakers and offer assistance

18. Reporting
Provide to the DRFC a quarterly report on your activities with clubs
Present a brief quarterly Foundation report to the club beginning with congratulations on their accomplishments to date

19. 3. Develop a Partnership with Clubs
Visit clubs quarterly
Help clubs learn:
RI Goals and Citation Requirements
District Priorities
How and where to post club goals
TRF Forms, Reports and Recognitions
Resources

20. RI Presidential Citation Foundation Goals for Clubs
Humanitarian Service- 4 of 9 which include:
Sponsor/participate in a polio fundraising event
Sponsor at least 1 Global Grant or District Grant project
Increase Total Giving by at least 10%
Increase mbrs who give $25+ to any TRF fund
Attain $100+ per capita to Annual Fund

21. Know Governor’s Foundation Goals for Clubs “
Every member contributes to TRF
Club contributes $1,500+ to PolioPlus
At least one member attends Foundation Seminar
At least one member attends Foundation Banquet
At least one member attends the Grant Management Seminar
Attain $150+ per capita to Annual Fund
Increase Paul Harris Society, Benefactors, OR Bequest Society members by 1

22. and post on Rotary Club Central
Help clubs set
their
Foundation goals
and post on Rotary Club Central

23. 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” under “Online Tools” and click
Under the “Foundation Giving” tab, scroll down to “Goals and Progress”

24. On-Line Goal-Posting Tips
Don’t use symbols—no dollar signs, decimal points, and 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”

25. Be sure clubs inform RI of their Club Foundation Chair (CFC) in My Rotary and designate their CFC in DACdb.

26. Set club sights on achieving 100% Foundation Giving and 100% Every Rotarian, Every Year club banners.

27. 100% Every Rotarian Every Year 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% Every Rotarian Every Year Club
$100+ Club Per Capita minimum
100% Members Give at least $25 to the Annual Fund as of June 30

28. 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.

29. Know what you want your Club Foundation Chairs 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

30. Know what you want your Club Foundation Chairs 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.Foundation Banner Recognition Status Report
Member-by-member TRF Giving and EREY club status YTD

31. Know what you want your Club Foundation Chairs 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% Foundation Giving and 100% EREY clubs (see EREY Eligibility Report for club status)
Pitfalls abound! Keep donations current with new members

32. Know what you want your Club Foundation Chairs 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 Level”: 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

33. Your Resources District Rotary Foundation Chairs TRF reports
District Foundation Newsletter
Contact Center at RI Headquarters
TRF pubs available on RI website
Grant Management Seminar (May 6 & May 19)
District Training Assembly (May 6) and Foundation Seminar (Sept 16)
Zone Seminar, Cary NC (June 23-24)

34. Save the Date! June 10-14, 2017

35. District Rotary Foundation Chair
PDG Juanita Cawley
District Rotary Foundation Chair