1. Beyond Foundation Basics: Turning Hard into Easy District 7610 Foundation Seminar September 16, PDG Chuck Davidson Zone 33 Assistant Regional Rotary Foundation Coordinator

2. Posting Club Foundation Goals (The Sooner, the Better)

3. Major Gifts & Endowment Fund
Club Foundation Goals-RCC “Goal Center”, “ ” Group, “Rotary Foundation Giving” Tab
Annual Fund
Annual Fund Goal ($$)
PolioPlus Fund
PolioPlus Goal ($$)
Major Gifts & Endowment Fund
# New Major Gifts ($10K+)
# New Bequest Soc Mbrs
# New Benefactors

4. On-Line Goal-Posting Tips
Make sure you’re in the group
Don’t use symbols—no dollar signs, decimal points, and commas
Check your Annual Fund 5-Year dashboard, and consider setting your Annual Fund goal at 10% over the highest value achieved
Include a PolioPlus Fund goal; and then include the 3 Major Gifts and Endowment Fund goals even if some are zero

5. 2017-18 Club Banners (No Change from Last Year!)

6. 100% Paul Harris Society Club
Club Recognition
100% Foundation Giving Club
100% Members Give to any TRF Fund
$25 Minimum
$100+ Average
100% EREY Club
100% Members Give to Annual Fund
$25 Minimum
$100+ Average
100% Paul Harris Society Club
100% Members Give to any TRF Fund except Endowment
$1,000+ Minimum

7. Membership Impact “Start” number (July 1 membership)
Never changes during year
Used to determine club’s AF per capita giving
“End” number (June 30 membership)
TRF makes name-by-name check of “Existing Active Rotarians”; new members in a year are not counted in making banner award determinations
Used to determine 100% Foundation Giving, 100% EREY, and 100% PHS clubs (see Club Foundation Banner Report for member-by-member status)

8. Club Foundation Banner Report

9. Club Foundation Banner Report District Summary

10. Mining Foundation Reports (Wealth of Available Data)

11. Reports In My Rotary; amazing amount of useful information
Internally consistent and updated daily
Will answer almost all Rotarian or club questions
Access varies:
Any club officer: all club-level Foundation reports, plus general district-level Foundation reports such as MCR and PP
District Foundation chairs: all district- and club-level Foundation reports
Individual Rotarian: his/her own Donor History Report
TRF must know who these club officers and district Foundation chairs are in order for access to occur
Use accompanying handout to identify which report will answer a specific question

12. Accessing Reports 1 2

13. Accessing Reports

14. Using Reports Answer a question Develop an understanding
Create a strategy

15. Club Recognition Summary

16. Monthly Contribution Report

17. District Fundraising Analysis

18. REPORT ABBREVIATION KEY
Selected Reports
REPORT ABBREVIATION KEY
Benf – Paul Harris Fellow and Benefactor Report
CBanr – Club Foundation Banner Report
CFund – Club Fundraising Analysis
CRS – Club Recognition Summary
DBanr – Foundation Banner Recognition Status Report
DDF – Available DDF by District
DFund – District Fundraising Analysis
DnrSum* – Donor Summary Report (*available to DRFC only)
MCR – Monthly Contribution Report
MD/BS – Major Donor, Arch C. Klumph Society, & Bequest Society Report
PHS – Paul Harris Society Report
PP – PolioPlus Report
SHARE – SHARE Contribution Detail

19. Handout Example Giving Amount District Annual Fund (DFund) (MCR)
District Annual Fund-SHARE (SHARE)
District PolioPlus (DFund) (PP)
District Endowment (DFund) (MCR)
District Total Giving (DFund) (MCR) (PP)
District Previous 4 Years (DFund)
Club Annual Fund (MCR) (CFund)
Club PolioPlus (PP)
Club Endowment (MCR)
Club Total Giving (MCR) (PP) (CFund)
Club Previous 4 Years (CFund)
Club All-Time (CRS)
Member Latest Contribution (CRS)

20. Handout Example Paul Harris Fellow District All-Time (DFund)
District YTD (DFund)
Club # (CRS)
100% PHF Club? (CRS)
Member PHF Level (CRS) (Benf)
Member Amount to Reach Next Level (CRS)

21. Understanding Recognition Points (Tough Subject)

22. Recognition Points
Purpose: Allow one person to give, but another to be recognized for that gift
Everyone has TWO buckets of recognition points:
Points you earned by giving dollars, and available for you to give to someone else
Points someone else earned and gave to you
Let’s look at some examples

23. Recognition Points Example
You give $100 to any TRF Fund except Endowment
Your “Recognition Amount” in CRS column 4 (which determines your Paul Harris Fellow Multiple level) increases by 100 (dollars)
You earn/receive 100 points (green bucket #2); shows in CRS column 7 as “Foundation Recognition Pts Available”
Bucket is green to indicate you can move the points to someone else if you wish

24. Recognition Points 2

25. Recognition Points Example
Your friend decides to give 800 of her available points to you to advance you to the next higher Paul Harris Fellow Multiple, and submits a Form 102 to this effect to TRF
Your “Recognition Amount” in CRS column 4 (which determines your Paul Harris Fellow Multiple level) increases by 800 (points in your red bucket #1)
Bucket is red to indicate you can NOT move the points to someone else; points can be gifted only once

26. Recognition Points 1

27. Recognition Points Recap2 1
Recognition Points Recap 1 2
Part of your “Recognition Amount” in CRS column 4
Consists only of points given to you by someone else
Useful to you in achieving PHF multiples (but not Major Donor)
Cannot be re-gifted to another; points can never be transferred (given) a second time
Listed as “Foundation Recog-nition Pts Available” in CRS column 7
Consists only of points you have earned by cash donations
Useful to you only for giving (transferring) to someone else
So might as well do just that!!

28. Recognition Points Recap1 2

29. Partnering in Grants (Leverage is the Name of the Game)

30. Grant Partnering (Global Grants)
GG —Sewing Machines for Unemployed Women in India
Method
Organization
$$ Amount
$$ World Fund Match
DDF
3201
8,000
7610
13,750
Club Cash
Falls Church
1,000
500
Cochin Harbour
10,000
5,000
Dunn Loring-Merrifield
200
100
Vienna
North Stafford 50
TOTAL
$33,250
$27,500
Total Grant Budget--$60,750!!

31. Grant Partnering (District Grant)
Excellent way to leverage a number of small awards into a more substantial total
Lead club is responsible for single application, project budget, combined award stewardship, and all reporting
Subordinate partners relinquish their own District Grant “quota” to join; their partnership constitutes their one allowed application
All partners must be “grant-qualified”

32. District Designated Fund (DDF) (Provides Local Control of Donated Funds)

33. District Designated Fund (DDF)
One-half of amount district members donated to Annual Fund-SHARE 3 years ago
Account balance maintained at TRF until expended; district requests, then TRF approves expenditures
DDF expended for District Grant, Global Grants, and transfers to other TRF funds (e.g., polio, peace ctrs)
TRF matches DDF for Global Grants on a dollar-for-dollar basis
Amass as much DDF as possible each year
Spend as much DDF as possible each year; this constitutes local control of your donations
DDF is never “lost”; all unused DDF rolls each year

34. District Designated Fund (DDF)

35. Using the “Annual Fund Exchange” (When Funding Global Grants)

36. Annual Fund Exchange Technique for funding Global Grants
Most useful when:
Plenty of DDF available
Club plans to fund grant at $5,000+ level
Club gives most (not all) of their funding to AF instead of grant (club’s total contribution is unchanged)
District compensates by increasing its DDF payment to the grant (the “exchange”), enhancing TRF match
Club signs MOU formalizing a promise that their increased AF contribution will be over and above their current AF goal/planned giving
Results in higher available DDF in future years

37. Documenting Donations (Making Sure)

38. Documenting Donations
In case of a dispute, TRF always asks for documentation to make the case
Always take any substantial or June donation inside the Post Office so that you can obtain:
Dated postal receipt of your mailing from the clerk that shows destination
Always make and keep a copy of your accompanying donation form and check
Keep in mind—95+% of all disputes turn out to be club error

39. Multiple Donor Contributions (Overcoming the Issues)

40. Multiple Donor Contributions
Option 1
Use official Form 094
Writable and savable
Match names and ID #s to those on CRS
Only one designation per form
Be prepared to spend (lots of) time, if filling out for entire club
Print, include check and mail

41. Multiple Donor Contributions
Option 2
Use DaCdb Report 2.1 in “Reports”
Click “View” icon, not “Word” or “Excel”
Names, ID #s automatically populated!
Fill in default amount; change individual amounts as needed
Ignore “SUST MEMB” column
Only one designation per form
Right click form, print & mail

42. Multiple Donor Contributions
Option 3
Access via My Rotary
Manage  Club & District Admin.  Club Admin.  Scroll to “Club Giving”  Look under “Online”
Click “Contribute on behalf of club members” to give online
Click on “Multiple Donor Form” to generate a pre-populated PDF
Only one designation per form

43. Checking Your Own Donation Record
(Only You Can Do It)

44. 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

45. Donor History Report
Sample, Rotarian (Rotary ID: ######); Evanston (Club ID: 1234)

46. Questions?
ARRFC Chuck Davidson