2. Permanent Fund Committee for Taiwan, Hong Kong and Macau 12 February 2007 Taipei San Want Hotel, Taiwan RRFC Dens Zones 4B, 2005-08 Review of Fund Development Volunteers Structure, Purpose, Training, Communications, Job Responsibilities: RRFCs, MGAs, SAs, RFACs

3. Fund Development Volunteer Sixth RI President Arch C. Klumph established The Rotary Foundation as an endowment in 1917. The Rotary Foundation The Rotary Foundation was formally named in 1928 and awarded its first grant in 1929 Following Paul Harris’s death in 1947- US$1 million 18 International Graduate Scholarships 1957 － the Foundation began recognition of individuals as PHFs. 1965 － Group Study Exchange program. Matching Grants projects 1978 － Health, Hunger and Humanity (3-H) Grants program 1985 － For Rtns, peace is more than a word. it’s a philosophy. PolioPlus program was launched in 1985. The Rotary Foundation— Milestones in Building Better Lives

4. Fund Development Volunteer 2006 RRFCs’Training Institute (Foundation University) 5 days meeting in Skokie March 20~24, 2005

5. Fund Development Volunteer History 2001-02 2001-02 / the United States and Canada TRF established the approved structure of three senior volunteer leaders: 1.Regional Rotary Foundation Coordinator (RRFC) 2.Annual Program Fund Strategic Advisor (APFSA) 3.Major Gift Advisor (MGA)2005-06 To expand this structure to all zones and districts. The initial appointment will be for one year subject to renewal for two additional years. RRFCs have the responsibility of training and leading this team. Nominations are also being appointments are made by Trustee Chairman-elect.

6. Fund Development Volunteer The Structure of Senior Volunteer Leaders RRFC APFSAMGARFAC DG DGE Assistant Governor DRFCC AGSCC

7. Fund Development Volunteer Annual Programs Fund Strategic Advisor ( APFSA ) or (SA) Functions: The APFSA is responsible for the promotion of the EREY message and the raising of contributions to the Annual Programs Fund in their assigned districts. To provide a link between RRFC Rotary Foundation staff District Leadership At least 1 APFSA appointed for every 8 to 10 districts.

8. Fund Development Volunteer Zone 4B: PDG Archi Jason S.C. Hsu spouse: Betty D3500, 2003~04 Annual Programs Fund Strategic Advisor (SA)

9. Fund Development Volunteer Responsibilities Under the leadership of the RRFC, the SA shall: Lead by example Promote the EREY-APF messageEREY-APF message Monitor monthly fundraising progress & provide support and strategies to clubs and districts Works with the MGA to cultivate and solicit major donors for Challenge and Major Gifts under US$50,000 for the APF. Completes the quarterly priority task list as assigned. US$ 278,100

10. Fund Development Volunteer Works with district leadership on an ongoing basis to: –Promote the annual giving EREY message at club and district meetings toward the US$100 per capita worldwide APF Goal; –Assist clubs and districts in setting appropriate APF goals, submitting those goals to Foundation staff, and provide strategies toward goal achievement; –Assist clubs and districts to develop and maintain strong fundraising committees to establish and meet goals;

11. Fund Development Volunteer –Seek a minimum of one major donor Challenge Gift per district; –Create awareness about the Rotary Foundation Sustaining Member and TRF- DIRECT Donations programs; –Ensure that there are no non-contributing clubs in the district; –Encourage 100% participation by all clubs in Foundation programs.

12. Fund Development Volunteer MAJOR GIFTS ADVISOR (MGA) Functions: The Major Gift Advisor is responsible for promoting and raising major gifts to the Foundation in assigned districts. To provide a link between RRFC Rotary Foundation staff District Leadership At least 1 Major Gift Advisor appointed for every 8 to 10 districts.

13. Fund Development Volunteer MAJOR GIFTS ADVISOR (MGA) Zone 4B: PDG Gleaner D3510, 2002~03

14. Fund Development Volunteer Lead by example Assist RRFCs in promoting major gifts, Bequest Society and Benefactor commitmentsAssist RRFCs in promoting major gifts, Bequest Society and Benefactor commitments Personally identify, cultivate and solicit major gifts Monitor monthly fundraising progress Provide regular progress reports to RRFCs and Foundation staff as requested. Responsibilities

15. Fund Development Volunteer Train and work closely with district leadership on an ongoing basis. Specifically, –Promote the Two Needs, Two Ways of Giving message at meetings; –Assist clubs and districts in setting enhanced fund development goals, submitting these goals to the Foundation, and providing strategies for goal achievement; –Encourage clubs and districts to develop and maintain strong fundraising committees –Seek at least one major gift to the Annual Programs Fund per district –Encourage districts to identify, cultivate, and solicit at least 12 major gift prospects every year; –Plan cultivation and stewardship events

16. Fund Development Volunteer Foundation Alumni Resource Group (FARG) The goal of RFACs is to ensure that Rotary clubs and districts make Foundation alumni integral to Rotary, to urge clubs to consider alumni as potential Rotary club members and as potential contributors to TRF, to use alumni as effective advocates for the programs of TRF. Rotary Foundation Alumni Coordinator (RFAC)

17. Fund Development Volunteer Rotary Foundation Alumni Coordinator (RFAC) Zone 4B: PDG Jason Rebecca D3450 FIRST-EVER FARG training meeting Skokie 10-12, Aug.,2005 To identify and implement tools to include the alumni into Rotary that will provide a true ROI.

18. Fund Development Volunteer Support and encourage district alumni subcommittees: to develop a strategic plan for improving alumni activities in the district and its implementation. to work with The Rotary Foundation Alumni Section to maintain an accurate and complete current list of all alumni within the district. to work closely with the district scholarships, GSE, Rotary Centers, grants, and Rotaract subcommittees Create and distribute a monthly newsletter to the district alumni subcommittees. Help organize district and multidistrict orientation seminars for Ambassadorial Scholars & GSE team members Responsibilities

19. Fund Development Volunteer Work with the RRFC and the zone leadership team on alumni and Rotary Foundation matters. Help districts organize specific alumni events to bring district alumni together. Assist in the creation of district or regional alumni associations by alumni associations Encouraging an annual meeting of a district alumni association, preferably during the district conference Integrating alumni association activities with local Rotary activities Integrating alumni association activities with local Rotary activities Encouraging the use of the Internet and other electronic communications to facilitate alumni activities Encouraging the use of the Internet and other electronic communications to facilitate alumni activities

20. Fund Development Volunteer Promote and encourage appropriate alumni for Rotaract or Rotary club membership Encourage alumni to contribute financially to The Rotary Foundation Encourage alumni to participate in club and district service projects Promote and encourage districts to maintain a speakers’ bureau - Foundation Month (Nov.). Help coordinate alumni activities at regional and international meetings. Encourage alumni and district alumni subcommittee chairs to submit articles for publication Give presentations on Foundation alumni to Foundation seminars, fundraising events, or other TRF events.

21. Fund Development Volunteer New Information Corner As of 1 July, the alumni relations function will move from the Planning and Administration Division to the Educational Programs Division.

22. Fund Development Volunteer Regional Rotary Foundation Coordinator (RRFC) Functions To serve as a key volunteer resource To serve as a vital link between Rtns and the Secretariat. To concern with the promotion of TRF and its various programs actively work in support of Rotary goals To be responsive to requests by the Trustees and the General Secretary. providing the most effective training possible to all Rotarians.

23. Fund Development Volunteer Plan, promote and conduct a Regional Rotary Foundation Seminar annually. Responsibilities 2006 年雅加達扶輪研習會 Jakarta Rotary Institute 2006, zones 4B,6B,7B NoCountryParticipants 1Bangladesh7 2Hong Kong16 3India2 4Indonesia29 5Macao1 6Malaysia45 7Pakistan13 8Philippines48 9RI5 10Singapore6 11Srilanka1 12Taiwan9339 Spouse 13Thailand12 Total278 On site registration6030 Taiwan Spouse132 Grand Total470 Taiwan: 162

24. Fund Development Volunteer Major Donors Recognition Lunch Zone 4B RRFC PDG Dens W.L. Shao Zone 6B RRFC PDG Krishnan V. Chari Zone 7B RRFC PDG Gil E. Divinagracia

25. Fund Development Volunteer Dist.DateLocation Total Participants Did you attend? 3460 July,22,2006 Shin Min High School, Taichung 500Yes 3470 July,23,2006 Chia Nan University of Pharmacy & Science, Tainan 62Yes 3500 Aug.,05,2006 Hsuan Tsang University, Hsinchu 240Yes 3510 Aug.,20,2006 National University of Kaohsiung 198Yes 3480 Aug.,26,2006The Grand Hotel (Taipei) 290Yes 3520 Sep.,09,2006 Chien Tan Overseas Youth Activity Center 264Yes 3490 Sep.,23,2006THE WeddingHouse Taipei 302Yes 3450 ????? ???NO Assist district governors and their Foundation committees to plan district or multi-district Rotary Foundation seminars.

26. Fund Development Volunteer Train existing district leadership to inform club membership on the Foundation’s programs and fund-raising. 2006 TRF DLTS, Zone 4B / May 21, 2006 NTUH International Convention Center 4 Trainers 6 DGEs 10 DGNs 5 DRFCCs 13 DRFSCCs 1 SAA 38 Participants

27. Fund Development Volunteer Conduct, when invited to do so, special sessions on the Foundation at Rotary Institutes. Jakarta Rotary Institute 2006, zones 4B,6B,7B Workshops I Polio Eradication – How We Can Achieve Rotary’s Top Priority Program Workshops II Literacy Programs / Health & Hunger / Club Leadership Plan

28. Fund Development Volunteer Effectively communicate and actively promote the work of TRF to Rotarians and non-Rotarians around the world. Assist the Trustees and the General Secretary in explaining Foundation programs and the need for funding to district and club leaders. WWW.rotary2000.org Actively promote by E-mail— 5,000 Email Address

29. Fund Development Volunteer Support district governors-elect in establishing their district Foundation goals Actively support district leaders to achieve their program goals, and monitoring progress to achieve their fund-raising goals, and monitoring the progress Work with the Permanent Fund Advisors to accomplish the goals of the Permanent Fund Initiative. Provide assistance, guidance and support to DGs, DGEs, assistant governors and DRFC. Serve as a Foundation information resource for Rotary leaders Conduct zone-level training for DGEs Complete reports

30. "It is everyone's responsibility to prepare our Foundation for the future, We want The Rotary Foundation to be the best in the world." To stay relevant in Rotary's second century of service, The Rotary Foundation must prepare for whatever changes the future holds

31. New ideas RI President-elect Wilfrid J. Wilkinson – "In Rotary, sharing doesn't mean giving away what you have to spare, what you don't need for yourself. Sharing means giving of yourself, selflessly, for the good of others."

32. Fund Development Volunteer Using a Digital Nervous System Speed Speed Speed Speed Speed Speed Speed Speed Rotary @ The Speed of Thought Rotary’s mission is service. promote the concept of digital workflow Rotary Web Work style Rotary Web Lifestyle

33. Fund Development Volunteer RRFC – Club Corner WWW.rotary2000.org 5,000 Email Address

34. Fund Development Volunteer

36. "We live in an age of unprecedented need and unprecedented promise, Everything to change the world is within [Rotary's] grasp."

37. Permanent Fund Committee for Taiwan, Hong Kong and Macau 12 February 2007 Taipei San Want Hotel, Taiwan RRFC Dens Zones 4B, 2005-08 THANKYOU