1. District Foundation Chairs & Assistants: Critical Points District Team Training April 8, PDG Chuck Davidson Zone Assistant Regional Rotary Foundation Coordinator

2. Know your job description.
“10 Critical Points”
# 1
Know your job description.

3. Your Job Description Specifies who you work for and what you do
Indicates who you should coordinate with
Focuses your efforts
Approved by our district
Posted on our district website

4. Be aware of Rotary International goals.
“10 Critical Points”
# 2
Be aware of Rotary International goals.
RIPE Ian Riseley

5. RI Presidential Citation: Foundation Goals for Clubs
Humanitarian Service—do 4 of 9, which include:
Sponsor/participate in a polio fundraising event
Sponsor at least 1 Global Grant or District Grant project
Increase Total Giving by at least 10%
Increase mbrs who give $25+ to any TRF fund
Attain $100+ per capita to Annual Fund

6. “10 Critical Points”
# 3
Know district goals.
DGE Ronnie Chantker

7. Governor’s Citation: Foundation Goals for Clubs
Foundation Giving—point value shown in red:
Every member contributes to TRF [5]
Club contributes $1,500+ to PolioPlus [5]
At least one member attends Foundation Seminar [5]
At least one member attends Foundation Banquet [5]

8. Governor’s Citation: Foundation Goals for Clubs
Foundation Giving—point value shown in red:
At least one member attends the Grant Management Seminar [5]
Attain $150+ per capita to Annual Fund [10]
Increase Paul Harris Society, Benefactors, OR Bequest Society members by 1 [10]

9. Governor’s Citation: Foundation Goals for Clubs
Foundation Giving—point value shown in red:
Contribute $500+ to Rotary Peace Centers, OR at least one member attends a Rotary Peace Center Conference [10]
Participate in a District Grant OR a Global Grant [10]

10. Know district “policies” for Rotary Foundation matters.
“10 Critical Points”
# 4
Know district “policies” for Rotary Foundation matters.
DRFC Juanita Cawley

11. District Foundation “Policies”
DDF is good; maximize it by emphasizing donations to Annual Fund-SHARE
Spend as much of available DDF as possible each year
Maximize clubs that use District Grant; only one project per club
Work to make grant applications acceptable, rather than disapproving them

12. District Foundation “Policies”
Allocate DDF generally only if a club formally participates as well
District hierarchy should participate if possible in Major Donor, Bequest Society, and Paul Harris Society award presentations
Donor appreciation functions are free to donors
Foundation Newsletter publishes only Foundation material

13. “10 Critical Points”
# 5
Set personal goals.

14. “10 Critical Points”
# 6
Create an action plan.

15. Action Plan Goal-related
Breaks objectives into manageable and measurable tasks (actions)
Sets deadline for each action
Serves as a “forcing function” on you

16. Be familiar with what other Foundation chairs do.
“10 Critical Points”
# 7
Be familiar with what other Foundation chairs do.

17. Coordination Improves your Foundation knowledge
Enables you to see the “big” picture
Highlights necessary and/or useful coordination
Avoids “trespassing” into others’ areas

18. “10 Critical Points”
# 8
Mine TRF reports.

19. TRF Reports Incredible amount of useful information
All in “Foundation Reports” in My Rotary
DISTRICT-WIDE
Monthly Contribution Report (MCR): start number; AF goal; AF, endow-ment, and total giving amounts; AF per capita; zero-giving clubs
PolioPlus Report: polio giving amount
Foundation Banner Status Report: status of clubs attaining EREY and TRF Giving banners
District Fundraising Analysis: 5-year fundraising history; new PHF, MD, and BS each year; PHS, Rot-DIRECT
CLUB-WIDE
Club Recognition Summary (CRS): recognition amount; PHF level; available
points; latest donation; Benefactor; # MD, BS, PHF; Rotary-DIRECT; all-time giving; 100% PHF club?
Paul Harris Society Report: PHS by name
Club Foundation Banner Report: TRF Giving, EREY, Sustaining Mbr achieved by name; PHS, Rotary-DIRECT by name
Benefactor Rpt: Benefctrs, PHF by name
Club Fundraising Analysis: 5-year history

20. Market your role to others.
“10 Critical Points”
# 9
Market your role to others.

21. Marketing
Area Foundation Advisor is principal Foundation team contact with clubs
Advocate to provide club programs
Develop rapport with selected member(s) in each club you can
“You can’t be a resource to others if they don’t know who you are, what you do, and how you can help them.”

22. “10 Critical Points”
# 10
Use your resources.

23. Your Resources DRFC Juanita TRF reports District Foundation Newsletter
Contact Center at RI Headquarters
TRF pubs available on RI website
District Training Assembly (May 6) and Foundation Seminar (Sep 16)
Zone Seminar, Cary NC (Jun 23-24)

24. Zone Assistant Regional Rotary Foundation Coordinator
PDG Chuck Davidson
Zone Assistant Regional Rotary Foundation Coordinator

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

26. (if earmarks unnecessary)
Annual Fund-SHARE
(if earmarks unnecessary)
$1,000
Earnings pay for
TRF
administration
YEAR 1
YEAR 2
YEAR 3
50%
50%
$500
$500
SHARE
District Designated Fund (DDF)
World Fund