District 7610 The Rotary Foundation: Top 10 Things You Need to Know 2014 Foundation Seminar PDG Chuck Davidson District Rotary Foundation Chair PDG Sandy Duckworth District Paul Harris Society Chair

“Top 10” # 1 Know the basics of how Foundation-giving works.

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

Annual Giving Unrestricted Determines club per capita, EREY, and Sustaining Member status Determines availability of funds for TRF programs 3 years hence Tips for making giving easy –Recurring/automated giving: ROTARY DIRECT –Promoting giving by club dues option

Annual Giving Annual Fund ( final) –$597,678 (5.4% increase over ) –$ per capita (!) 1 st in Zone, 1 st in U.S., 9 th in World #1 Annandale ($4,371.58) #2 Burke ($647.57) #3 Vienna ($513.39) Annandale keeps Ylonen Cup –No APF zero-giving clubs –24 EREY banner clubs, % SM banner clubs SHARE

“Top 10” # 2 Set your club’s Foundation goals if you haven’t already.

Club Foundation Goals Giving Level# DonorsAvg AmountTotal Goal PHS ($1000+) SMs ($100+) EREY (<$100) Other Contribs AF Goal TOTAL PolioPlus Goal ($$) # New Major Gifts ($10K+) # New Bequest Soc Mbrs # New Benefactors Annual Fund PolioPlus Fund Major Gifts & Endowments

On-Line Goal-Posting Tips Don’t use symbols—no dollar signs, decimal points, and commas Don’t double count PHS, Sustaining Members and EREY—each individual should be in only one of these three categories 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”

“Top 10” # 3 Post your Foundation goals to Rotary Club Central today.

Rotary Club Central Go to and click on “My Rotary” at topwww.rotary.org Click “Sign In” at left Sign in with your address and password Scroll down to “Rotary Club Central” on the left, and click “View Goals” Under “Foundation Giving” tab, scroll down to “Goals and Progress”

“Top 10” # 4 Ensure your Club Foundation Chair (CFC) is known to RI and DaCdb.

“Top 10” # 5 Set the example for giving in your club.

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

Recognizes individual donors who pledge $1,000 to The Rotary Foundation each year they are financially able –Certificate and PHS “wings” to each donor Clubs with 4 or more PHS members receive a PHS banner

Paul Harris Society Lead by example—most people want to follow a leader who walks the walk Educate members where the money goes— 100% to support our Service Above Self Approach other club leaders and ask them to join with you Announce to the club and seek the buy-in of other members

PHS Giving Paul Harris Society ( final) –31 new PHS members –206 cumulative total among active/honorary Rotarians –Program now administered by TRF in Evanston –D7610 is 2 nd in Zone in PHS members

Other Giving Polio ( final) –$101,033 cash (2.6% decrease from ) McLean led district with $27,045 –4 th in Zone –$10,000 DDF given Total Giving ( final) –$759,011 cash (10.4% increase over ) (sum of Annual, Polio, Endowment, and Grants giving to TRF) –$35,000 DDF ($25,000 to Peace Centers; $10,000 to Polio )

Endowment Fund Formerly known as the Permanent Fund Principal never spent; only the earnings Outright Gifts (cash, securities, real estate, tangible personal property) Life Income Agreements (annuities, trusts) Bequests (specific, residual, contingent)

“Top 10” # 6 Know how to check your own donation record.

Donor History Report In My Rotary, then “The Rotary Foundation”, “Foundation Reports”, and “Donor History Report” Donor Overview –Recognition (MD, BS, PHF, PHS, EREY, SM) –Gifts (APF, Polio, Endowment Fund cash, Other Restricted, pie chart) –Bequest Society, Benefactor Commitments Transaction Detail –Contributions/Transfers

“Top 10” # 7 Know the basics of Foundation-giving forms and reports.

Forms Contribution Form (123-EN) –For submitting a single contribution Recognition Transfer Form (102-EN) –For requesting any transfer of recognition points Multiple Donor Form (094-EN) –For submitting contributions from more than one member Rotary Direct Form (712-EN) –For enrolling to make recurring contributions

Reports Monthly Contribution Report (MCR) –Club-by-club giving status for month and YTD, including per capita Club Recognition Summary (CRS) –Member-by-member Paul Harris Fellow level and recognition points status EREY Eligibility Report –Member-by-member EREY and Sustaining Member status YTD

Membership Imp act “Start” number (July 1 membership) –Never changes during year –Used to determine club’s per capita giving “End” number (June 30 membership) –TRF makes name-by-name check –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

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

“Top 10” # 8 Track the status of your club’s giving through your Club Foundation Chair and district Foundation newsletter.

District Foundation Newsletter

“Top 10” # 9 Take advantage of Foundation donations returned to district.

TRF Programs Humanitarian –District Grants –Global Grants –Vocational Training Teams Educational –Global Scholarships –District Scholarships –Rotary Peace Fellowships

Areas of Focus Peace and Conflict Resolution/Prevention Disease Prevention and Treatment Water and Sanitation Maternal and Child Health Basic Education and Literacy Economic and Community Development

Grants District ( final) –$86,255 spent on 28 projects from 44 clubs –Typically $2,000 per club ($1,000 in 12-13) Global ( final) –6 new humanitarian grants involving 23 clubs, benefitting Cameroon, Zambia, India (2), Swaziland, South Africa –Used $119,344 of DDF on these 6

Vocational Training Teams   “MicheLo” VTT to Swaziland to address literacy (train the trainer) and provide dental health support to a school for the disabled  Resulted from GSE visit in  Funded by Global Grant

Graduate level One to four years Must be related to a TRF Area of Focus Must study abroad Must be accepted for admission Must pass TRF approved language test International and Host Sponsors (Club or District) Funded by Global Grant Global Scholars

Global Scholarship Schedule Procedural StepDate Clubs submit application to District Scholarship Chair.31 October 2014 District interviews all Global Scholarship applicants.16 November 2014 Obtain partner district(s) in the country(ies) of study.NLT 30 November 2014 Prepare online application w/ host district & applicant.16 Nov 2014 to 15 Jan 2015 Submit online application for TRF approval.15 January 2015 Scholar(s) obtain required travel documents (visa(s), etc.) NLT 1 May 2015 Arrange for transportation to country(ies) of studyNLT 15 June 2015

District Scholars No restrictions on –Level (university or graduate) –Length of study –Area of study –Location of study District determines –Criteria for award –Selection process –Amount of award –How to publicize availability

District Scholars District 7610 Criteria for Award –Extraordinary circumstances –Short term (< I year) –Vocational rather than academic –Local institution –Does not compete with normal club- sponsored scholarships –Rapid response –No deadlines –Funded from District Grant contingency

Scholars –One in South Africa (Fairfax) (Sophie McManus) Funded by Global Grant –One in England (Arlington) (Reagan Thompson) Funded by Global Grant –One at NVCC (McLean) (Amina Amisi) Funded by District Grant

Rotary Peace Fellowships International Studies in Peace and Conflict Resolution Master’s degree program –50 fellows selected per year –Study at one of five Rotary Peace Centers (USA, England, Japan, Australia, Sweden) Professional development certificate –3 months intensive study - Thailand –2 cohorts of 25 fellows each per year

Peace Fellows –One in Japan (Crystal City- Pentagon) (Sana Saeed) –One in Australia (Great Falls) (Nabi Sahak)

Peace Fellow Deadlines Applications for programs starting in May 2015 – Applications to District chair –With club endorsement June 2015 – District applicant interviews –District forwards nominations to TRF by July 1 Nov-Dec 2015 – TRF notifies candidates of results

“Top 10” # 10 Set your sights on achieving EREY and 100% Sustaining Member club banners.

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

Club Recognition Top 3 Per Capita Giving Clubs

Club Recognition $300+ Per Capita Giving Clubs

TRF Elements in RI Presidential Citation (need a minimum of 30 points to qualify in this category) (March 31 deadline) [numbers in parentheses indicate points earned] –(required) Participate in a service project related to one of the Areas of Focus (10-15) –Club President personally donated to Rotary Foundation (5) –Submit and achieve Rotary Foundation goals on Rotary Club Central (5) –Support PolioPlus by a community fund raiser, OR by a public awareness campaign (5) Club Recognition

TRF Elements in RI Presidential Citation (continued) (March 31 deadline) –Have at least 10% of members enroll in ROTARY DIRECT (5) –Sponsor or support a Rotary Peace Fellow (5) –Increase total Benefactors, Bequest Society and Paul Harris Society members by one (5) –Be a 100% EREY club by March 31 (10) –Achieve $100 per capita Annual Fund giving by March 31 (10) Club Recognition

TRF Elements in Governor’s Citation (need any 2 to qualify in this category; any 3 to qualify “With Distinction”) (March 1 deadline) –Achieve a $185 per capita giving level –Contribute $1,500 to PolioPlus –Increase Paul Harris Society members by an amount equal to 10% of club membership –Participate in a Global Grant, either directly or in partnership with other clubs Club Recognition

Individual Recognitio n Paul Harris Fellow - $1,000+ Major Donor - $10,000+

Individual Recognition Benefactor - $1,000+ Bequest Society - $10,000+

Individual Recognition Triple Crown Paul Harris Society - $1,000+/year Paul Harris FellowPaul Harris Fellow RF Sustaining MemberRF Sustaining Member BenefactorBenefactor

TRF Calendar September 13, 2014District Foundation Seminar September 13, 2014Final Club Qualification Makeup October 31, 2014Global Scholar Applications November 8, 2014District Foundation Banquet November 16, 2014Global Scholar Interviews December 31, 2014Donation Deadline for 2014 Taxes February 1, 2015District Grant Progress Reports May 1, 2015District Grant Final Reports

Effective 1 July 2015 Necessary to maintain strong financial base and transparency Strategy is to: –Ensure sufficient operating funds –Build an operating reserve (3 x operating expenses) –Distribute surplus to Endowment Fund New Funding Model

Unchanged: Annual Fund-SHARE gifts invested for 3 years, then split between DDF and World Fund Changed: 5% of total gift (10% of the 50% split to World Fund) is “earmarked” to cover operating fund shortfalls, if necessary –If this is unnecessary, earmarked funds are then used to build operating reserve, if necessary –If this is also unnecessary, earmarked funds are released unconditionally into the World Fund, or into Endowment Fund if World Fund has a surplus New Funding Model

Unchanged: No earmarking of gifts to PolioPlus and Endowment Funds Changed: Club and individual cash contributions to approved Global Grants are increased by 5% over budget to cover grant administration costs Changed: Large corporate gifts will have a negotiated administrative cost not to exceed 10% New Funding Model

SHARE 50% District Designated Fund (DDF) 50% World Fund Earnings pay for TRFadministration Annual Fund- SHARE YEAR 1 YEAR 2 YEAR 3 $1,000 $500

SHARE 50% District Designated Fund (DDF) 45% Earnings pay for TRFadministration Annual Fund- SHARE YEAR 1 World Fund YEAR 2 YEAR 3 $1,000 $500 $450 5% $50

Questions?