2. District 7980 Rotary Foundation Seminar September 11, 2014

3. Welcome PDG Rick Benson, DRFC Westport, RC
Session 1

4. Special Guests Aashna Jamal – Mumbai, Yale GG Scholar
Dr. Deb Walters PDG
Kayaking from Portland, ME
to Guatemala

6. Passion, Purpose and Action
Stronger clubs
Better projects
Increased contributions
Greater impact
Enhanced public image
This is what success looks like – a cycle of activity that constantly builds and reinforces itself.
Increased membership and donor base
Greater global reach
Institute Presentation

7. Poverty, Polio, Peace And whatever turns you on

8. Key Points to Remember Its all about Sources & Uses of Funds
The TRF rules are complicated & Boring
Know where to find stuff on Websites
Know who to ask
No Cell Phones – No Snoring

9. Purpose TRF Vocabulary Lesson Understand Programs & Resources
Understand how to manage a Rotary Foundation grant; understand the difference Global vs District Grant
Learn stewardship expectations
Prepare clubs to implement the MOU
Qualify clubs to receive TRF funds
On this slide you will find the purpose of this session. The purpose is:
To understand how to manage a Rotary Foundation grant;
To understand the difference between a Global Grant and a District Grant
To learn what is expected of a Rotary Club Steward
To prepare clubs to implement the Memorandum of Understanding also known as the “MOU”
To help qualify clubs so they can receive grant funds

10. District TRF Team 14-15 Peace Fellowships Chris Johnson
Foundation Chairperson
PDG Rick Benson ( )
PR/Marketing
Dennis Wong
Fundraising Chair
Rupi Rupwani
ARRFC - Zone 32
PDG Sue Klock
Zone Team
FAR Chair George Markley
District Steward
Jean Ferris
Grants Chair
Lynda Hammond
Subcommittee Chairs
DMG
Chip Marsh
Global Grants
Brian Bishop
Scholarships
David Wolfe
End Polio Now Chair
Bonnie Hong
VTT
Nancy Riella
Your Foundation support team for Rotary Year is listed on this slide.
If you have questions or issues these District Rotarians are your resources in each of the listed areas on the slide
This is the District 7980 Foundation Committee for 3

11. 4 Lets clarify some terms related to Share: What is the World Fund?
Flow of Funds:
Lets clarify some terms related to Share:
What is the World Fund?
What is DDF? (District Designated Funds)
Who determines how DDF is spent?
If the District raises $200,000 how much comes back to the District 3 years later?
Who determines how money from the World Fund is spent?
So if Our District gives $200,000 to the Rotary Foundation how much can our District get back to spend 3 years later?
What is the Permanent Fund?
How can the District get DDF from the Permanent Fund? 4

12. $185,570 Are you Getting your share?
District 7980
TRF Program Budget
Available Funds For Qualified Clubs
$185,570 Are you Getting your share?

13. TRF Program Budget 2014-15 19 District Managed Grants $48,000
2 District SAS Scholarships $20,000
1 Vocational Training Team $15, Global Grants (GG) $45, Inbound Challenge GG $23, Global Scholarships ($15K) $30,000
Polio Contribution $ 1,000 Peace Program Contribution $ 1,070
On this slide you can see how the District Foundation Committee has allocated DDF for the Rotary year. 5

14. District TRF Fundraising Goals
100% of Clubs Participate in EREY - and submit real goals on-line (see worksheet) Increase District Average to $125 pp ($112 now) Be Highest $ and Per capita in Zone 25% increase in Sustaining Members (now50%) 25% increase Multiple Sustaining Members and Paul Harris Society Polio – Push to the Finish

15. FARs- YOUR RESOURCE! Answer Foundation related questions
Fundraising Guidance
Assist Club TRF Chairs – reports/
Help with Club Qualification
Help partner with area clubs
Encourage Attendance –TRF events
Find Foundation Speakers

16. Help you RECOGNIZE!!! Individual achievements Club achievements
PHF - to Members
PHF – to Community Leaders
Sustaining Members
Benefector, Bequest Society...etc
Club achievements
100% Paul Harris Fellow Club
100% Sustaining Member Club
100% EREY Club
White Knight Society

17. What is the role of the Club Foundation Chair?

18. Educate, Involve, Motivate Administer & Thank
Which role is the most important role
for the Club Foundation Chair?
Why?

19. The Best Foundation Programs
1. Start by explaining the connection to our Rotary Foundation
2. Spend most of the program telling a story that paints a vivid picture demonstrating how The Rotary Foundation Alumni’s experience saved and changed lives
3. End by explaining how with more donations to our annual fund we could save and change more lives
4. Use discussion, not lecture – tell a little, ask a little

20. The Weekly Foundation Thought
Three ways to make ‘The Weekly Foundation Thought’ work:
The same person Presents ‘The Weekly Foundation Thought’ each week
A group of people are responsible each week and they take turns rotating the responsibility
The responsibility is rotated throughout the entire Club’s membership

21. The Club Foundation Chairs
Manage the Club EREY campaign
Help identify club members who are capable of donating at the higher levels
Encourage attendance at Foundation Events
Encourage club pursuit of grants
Encourage participation with RI programs...
This is the best way to show how TRF works !
Partner with other clubs on grants
Schedule TRF Speakers – 4 – 5 per year

22. District TRF Calendar September 11: District Foundation Seminar
September 21: International Peace Day
10/ /15: All Boots on the Ground
October 24: World Polio Day
November 1: UN Day - NYC
November 2- TRF Recognition Brunch 
March 12-14, 2015 – PETS – set TRF Goals
April 18, District Assembly & Grants Training
June Year end PHF recognition events

23. April-June 2015 : Begin Planning for 15-16
New Club Foundation Committee
Promote District Assembly Attendance
Pre applications for GGs and DMGs
Scholarship Candidate Interviews
District Peace Fellow Aps due
Promote Attendance – TRF Seminars
Plan/Hold year-end PHF recognition
Contributions post mark by 6/30