1. The Rotary Foundation 2012 CLTS

2. Why The Rotary Foundation? Our name is Rotary International Our name is Rotary International Rotary Club monitor “on the ground” Rotary Club monitor “on the ground” Tough reporting and checking system Tough reporting and checking system Charity Navigator’s highest (4-star) rating Charity Navigator’s highest (4-star) rating

3. Outline Club Annual Giving Goals Club Annual Giving Goals Administrative Tools Administrative Tools Recognition Recognition TRF Programs TRF Programs TRF Calendar TRF Calendar

4. Club Annual Giving Goals Setting and meeting goals—Club Rotary Foundation Committee Manual – 226E- EN Setting and meeting goals—Club Rotary Foundation Committee Manual – 226E- EN Getting club buy-in Getting club buy-in Tips for rolling out club goals Tips for rolling out club goals Making giving easy Making giving easy Recurring/automated giving: ROTARY-DIRECT Recurring/automated giving: ROTARY-DIRECT Promoting giving by club dues option Promoting giving by club dues option

5. Club Annual Giving Goals Education Education Foundation Thoughts Foundation Thoughts November is Foundation Month—Plan Now November is Foundation Month—Plan Now Speakers and Club Programs Speakers and Club Programs Newsletters Newsletters District Foundation Newsletter District Foundation Newsletter E-mails from TRF E-mails from TRF

6. SHARE 50% District Designated Fund (DDF) 50% World Fund Earnings pay for TRFadministration Annual Programs Fund YEAR 1 YEAR 2 YEAR 3

7. Administrative Tools Member Access—RI Website Member Access—RI Website Monthly Contribution Report (MCR) Monthly Contribution Report (MCR) Club Recognition Summary (CRS) Club Recognition Summary (CRS) EREY Eligibility Report EREY Eligibility Report Global Contribution Form (Form 123-EN) Global Contribution Form (Form 123-EN) Recognition Transfer Form (Form 102- EN) Recognition Transfer Form (Form 102- EN) Multiple Donor Form (Form 094-EN) Multiple Donor Form (Form 094-EN)

8. Administrative Tools Member Access—RI Website Member Access—RI Website Go to www.rotary.org and click on “Member Access” at top right Go to www.rotary.org and click on “Member Access” at top rightwww.rotary.org Enter your user name (e-mail address) and password (if you do not have one or forgot it, click the appropriate box and a password will be sent to your e- mail address within a few minutes) Enter your user name (e-mail address) and password (if you do not have one or forgot it, click the appropriate box and a password will be sent to your e- mail address within a few minutes) Click “Sign-in” Click “Sign-in”

9. Administrative Tools Monthly Contribution Report (MCR)

10. Administrative Tools Club Recognition Summary (CRS)

11. Administrative Tools EREY Eligibility Report

12. Administrative Tools Contribution Form (Form 123-EN)

13. Administrative Tools Recognition Transfer Form (Form 102-EN)

14. Administrative Tools Multiple Donor Form (Form 094-EN)

15. Individual Recognition (TRF) Paul Harris Fellow - $1,000+ Major Donor - $10,000+

16. Individual Recognition (TRF) Benefactor - $1,000+ Bequest Society - $10,000+

17. Individual Recognition (District) Triple Crown Paul Harris Society - $1,000+/year to APF Paul Harris Fellow Paul Harris Fellow RF Sustaining Member RF Sustaining Member Benefactor Benefactor

18. Recognition Points Purpose: Allow one person to give, but another to be recognized Purpose: Allow one person to give, but another to be recognized One point earned for each dollar given One point earned for each dollar given “Recognition Level”: Can be mixture of your dollars and another’s points to you “Recognition Level”: Can be mixture of your dollars and another’s points to you Shows in column 4 of your Club Recognition Summary (CRS) Shows in column 4 of your Club Recognition Summary (CRS) PHF multiple level based on this mixture PHF multiple level based on this mixture Only dollars count toward Major Donor status Only dollars count toward Major Donor status

19. Club Recognition 100% EREY Club 100% Sustaining Member Club 100% Paul Harris Fellow Club $100+ Club Per Capita $100+ Club Per Capita 100% Members Give Something to APF as of June 30 100% Members Give Something to APF as of June 30 $100+ Club Per Capita $100+ Club Per Capita 100% Members Give $100+ to 100% Members Give $100+ to APF as of June 30 100% Members are Paul Harris Fellows as of Any Given Date 100% Members are Paul Harris Fellows as of Any Given Date

20. Club Recognition Top 3 Per Capita Giving Clubs

21. Membership Impact “Start” number (July 1 membership) “Start” number (July 1 membership) Never changes during year Never changes during year Used to determine club’s per capita giving Used to determine club’s per capita giving “End” number (June 30 membership) “End” number (June 30 membership) TRF makes name-by-name check TRF makes name-by-name check Used to determine 100% EREY and 100% Sustaining Member clubs (see EREY Eligibility Report for club status) Used to determine 100% EREY and 100% Sustaining Member clubs (see EREY Eligibility Report for club status) Pitfalls abound! Keep donations current with new members Pitfalls abound! Keep donations current with new members

22. TRF Elements in 2012-13 RI Presidential Citation (do 3 activities from list of 9 that includes the 4 below) TRF Elements in 2012-13 RI Presidential Citation (do 3 activities from list of 9 that includes the 4 below) Support Polio eradication by a public awareness or community fundraising initiative Support Polio eradication by a public awareness or community fundraising initiative Be 100% EREY Club on March 31 Be 100% EREY Club on March 31 Be 100% Sustaining Member Club on March 31 Be 100% Sustaining Member Club on March 31 Sponsor or host an Ambassadorial Scholar or Rotary Peace Fellow Sponsor or host an Ambassadorial Scholar or Rotary Peace Fellow Club Recognition

23. TRF Elements in 2012-13 Governor’s Citation (do 3 activities from the list of 7 below) TRF Elements in 2012-13 Governor’s Citation (do 3 activities from the list of 7 below) Attend Future Vision Seminar Attend Future Vision Seminar Achieve $100, $200, or $300 per capita APF Achieve $100, $200, or $300 per capita APF Raise $2000 in Polio Bowl-a-thon pledges Raise $2000 in Polio Bowl-a-thon pledges Be 100% EREY Club on May 15 Be 100% EREY Club on May 15 Be 100% Sustaining Member Club on May 15 Be 100% Sustaining Member Club on May 15 Add 1 Paul Harris Society member Add 1 Paul Harris Society member Add 1, 2, or 5 Benefactors Add 1, 2, or 5 Benefactors Club Recognition

24. TRF Programs Humanitarian Humanitarian District Simplified Grants (DSG) District Simplified Grants (DSG) Matching Grants (MG) Matching Grants (MG) PolioPlus PolioPlus Educational Educational Group Study Exchange (GSE) Group Study Exchange (GSE) World Peace Fellowships World Peace Fellowships Future Vision Scholarships Future Vision Scholarships

25. TRF Programs District Simplified Grants Support the service activities or humanitarian endeavors of Districts Support the service activities or humanitarian endeavors of Districts Local community Local community International community International community District: Up to 20% of DDF ($44,862 in 2012-13); $1000 maximum/club District: Up to 20% of DDF ($44,862 in 2012-13); $1000 maximum/club Club: Funds $100 Club: Funds $100 Application deadline: August 15, 2012 Application deadline: August 15, 2012

26. TRF Programs Matching Grants Address humanitarian needs that benefit a community Address humanitarian needs that benefit a community Foundation provides $5,000 - $200,000 Foundation provides $5,000 - $200,000 Matches Club (0.5 to 1) or District (1 to 1) funds for project Matches Club (0.5 to 1) or District (1 to 1) funds for project International partnership required International partnership required Application window: July 1, 2012 – March 31, 2013 Application window: July 1, 2012 – March 31, 2013

27. TRF Programs PolioPlus Gates grant match complete, but eradication isn’t finished Gates grant match complete, but eradication isn’t finished “We’re this close!” “We’re this close!” Still endemic in three countries: Pakistan, Afghanistan, Nigeria Still endemic in three countries: Pakistan, Afghanistan, Nigeria India polio-free! India polio-free! Clubs still have polio goal to finish job Clubs still have polio goal to finish job

28. TRF Programs Group Study Exchange Four to six weeks international cultural and vocational exchange of young business men and women Four to six weeks international cultural and vocational exchange of young business men and women Host district Rotarians provide lodging, meals, local travel Host district Rotarians provide lodging, meals, local travel Exchange in 2012-13 is with Australia Exchange in 2012-13 is with Australia Application deadlines for Team Leader & Team Members are September 1, 2012 & September 15, 2012 Application deadlines for Team Leader & Team Members are September 1, 2012 & September 15, 2012

29. TRF Programs World Peace Fellowships Masters degree programs Masters degree programs International Relations, or Peace and Conflict Resolution International Relations, or Peace and Conflict Resolution 60 fellows per year study at one of six Rotary Peace Centers (USA, England, Japan, Argentina, Australia, Sweden) 60 fellows per year study at one of six Rotary Peace Centers (USA, England, Japan, Argentina, Australia, Sweden) 3-month certificate program - Thailand 3-month certificate program - Thailand Application deadline was May 13, 2012 Application deadline was May 13, 2012

30. TRF Programs Future Vision Scholarships First Future Vision Plan impact on this District’s TRF programs First Future Vision Plan impact on this District’s TRF programs Caused by relatively long lead time between scholar selection and beginning of schooling Caused by relatively long lead time between scholar selection and beginning of schooling

31. TRF Calendar May 13, 2012Peace Fellow Applications May 13, 2012Peace Fellow Applications July 1, 2012Matching Grant Window Opens July 1, 2012Matching Grant Window Opens August 15, 2012Simplified Grant Applications August 15, 2012Simplified Grant Applications September 1, 2012GSE Team Leader Applications September 1, 2012GSE Team Leader Applications September 8, 2012District Foundation Seminar September 8, 2012District Foundation Seminar September 15, 2012GSE Team Member Applications September 15, 2012GSE Team Member Applications September 15, 2012Global Scholar Applications September 15, 2012Global Scholar Applications November 3, 2012District Foundation Banquet November 3, 2012District Foundation Banquet January 1, 2013Simplified Grant Progress Reports January 1, 2013Simplified Grant Progress Reports March 31, 2013Matching Grant Window Closes March 31, 2013Matching Grant Window Closes May 1, 2013Simplified Grant Final Reports May 1, 2013Simplified Grant Final Reports

32. PDG Chuck Davidson District Rotary Foundation Chair Springfield Rotary Club chuck.nita@cox.net