Foundation 101 A Tool for club Foundation Chairs FOUNDATION October 21, 2006 Foundation 101 A Tool for club Foundation Chairs

The Rotary Foundation: This Year’s Goals The role of the Club Foundation Chair How the Rotary Foundation Works Forms-HOW TO give to the Annual Fund PARTICIPATING IN ITS PROGRAMS

I. 2006-2007 Foundation Goals Each Club set its own goals District asking for 100% participation (every person gives something) District recommending Club’s aim for over $200/member.

II. How can you raise funds for the Rotary Foundation? And encourage participation in Foundation programs

What is the Role of the Club Foundation Chair—vis-à-vis GIVING? Communicate goals—especially 100% participation Have a PLAN for the Foundation giving. “Tell the Foundation Story”, thru programs Ask Rotarians to give (1:1, letters) Handle paperwork—submit recognition forms in timely manner Handle recognition is a great manner!!!

What is the Role of the Club Foundation Chair—vis-à-vis PARTICIPATION in Foundation Programs? Encourage club member(s) to participate in International Project-and write matching Grant Develop a local project for DSGs (district Simplified Grants) Have active members SPEAK about their experiences MAKE THE CONNECTION between giving and the programs

III. WHERE DOES A $1,000 GIFT TO THE ROTARY FOUNDATION GO?

SHARE FUNDS-DDF THE DISTRICT GETS BACK 50% OF CONTRIBUTIONS TO the ANNUAL FUND of the Rotary Foundation

WORLD (50%) DISTRICT SHARE (50%) TRF WORLD (50%) 1st GSE team (in & out) Matching Grants Peace Scholars Polio Plus Individual Grants 3-H (Health, Hunger, Humanity) DISTRICT SHARE (50%) District match for Matching Grants District Simplified Grants Ambassadorial Scholars Grants for University Teachers District match of 3-H Grant Added GSE team

DISTRICT SHARE (50%) used for: District match for Matching Grants District Simplified Grants Ambassadorial Scholars Grants for University Teachers District match of 3-H Grant Added GSE team

World Fund (50%) used for 1st GSE team (in & out) Matching Grants Peace Scholars Polio Plus Volunteer Service Grants 3-H (Health, Hunger, Humanity)

IV. Develop a Plan for asking What giving goals did your Club President establish? (See handout) Develop a schedule---to “tell the story”, “Make the ask”, and send $ to the Foundation. Bring in speakers to “tell the story” Ask Fill in paperwork/send to RI immediately (Don’t hang onto the $$!)

Step-by-step process using hand-outs FILL out the Annual Giving Contribution/Recognition FORMS—and submit in a timely manner Step-by-step process using hand-outs

Get Access to “Member Access” on www. rotaryintl Get Access to “Member Access” on www.rotaryintl.org to view club and individual recognition summaries Club President MUST sign up—Foundation Chair get access thru Club President See screens attached

Annual Giving & Permanent Fund—they are different

V. The Rotary Foundation: PARTICIPATING IN ITS PROGRAMS

How can individual Rotarians and clubs participate in Rotary Programs? Develop and manage MATCHING GRANTS Develop and implement a local (in town) DISTRICT SIMPLIFIED GRANT Be Active in Group Study Exchange Be Active with Scholars & University Teachers Travel with projects

Matching Grants—what can you do? Go to District International Services Chairs meetings—look for ideas Talk with District Water and Literacy Coordinators for grant ideas “Piggy-back” with another club’s project Develop your own project—and write your own grant SUBMIT final and interim reports! Good stewardship Matching Grant deadlines are March 31 every year.

District Simplified Grants—This Year & Next Year If your club has been funded: Implement Prepare final report, with complete info. For 2007-2008, Grants for projects in our local communities Grants in amount from $1,000-$5,000 Clubs and district match Must be completed in same Rotary year Applications out to clubs in late summer 2007

Group Study Exchange Host Group Study Exchange teams when they are in USA (Germany this year!) Nominate young (under 40) business people to be GSE team members. Join the District GSE committee Invite former GSE team members to speak at your club Invite former GSE team members to JOIN your club

Scholars Be a Mentor for an outbound Scholar or University Teacher Recommend a University Teacher (may be Rotarian) to apply for Teaching Scholarship Recommend a person to apply for Ambassadorial or cultural scholar Act as a Mentor for a scholar from elsewhere in the world, studying in the Seattle are Invite past scholars to speak Invite past scholars and teachers to join your club

The Rotary Foundation Your GIVING to the Annual Fund Your GIVING to the Permanent Fund Your Personal Participation with the Rotary Foundation Programs