1. District Foundation Chairs & Assistants: Critical Points District Team Training May 4, PDG Chuck Davidson Zone End Polio Now 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 Mark Maloney

5. RI Rotary Citation: Foundation Goals for Clubs
Take Action—do 5 of 9, which include:
Appoint 5-mbr Foundation Cmte; rpt chair to RI
Increase # mbrs involved in service projects
Contribute $100+ per capita to the Annual Fund
Hold a polio fundraising or awareness event
Conduct a significant local or international service project in an Area of Focus

6. “10 Critical Points”
# 3
Know district goals.
DGE Jonathan Lucus

7. Governor’s Citation: Foundation Goals for Clubs
Take Action—point value in ( ):
Every member contributes to TRF (5)
Contribute $2,500+ to PolioPlus (5)
Contribute $500/$1,000 to Annual Fund-SHARE (5)
Club TRF Chair and/or PE attends Foundation Seminar (5)

8. Governor’s Citation: Foundation Goals for Clubs
Take Action—point value in ( ):
Attends Grant Management Seminar (5)
Contribute $150+ per cap to Annual Fund (10)
Increase PHS, Benefactor, or BS by 1 (10)
Contribute $500+ to Peace Centers, or attend Rotary Peace Center Conference (10)
Participate fully in District or Global Grant (15)

9. Know district “policies” for Rotary Foundation matters.
“10 Critical Points”
# 4
Know district “policies” for Rotary Foundation matters.
DRFC-D Ronnie Chantker

10. 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

11. 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

12. “10 Critical Points”
# 5
Set personal goals.

13. “10 Critical Points”
# 6
Create an action plan.

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

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

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

17. “10 Critical Points”
# 8
Mine TRF reports.

18. 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

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

20. 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.”

21. “10 Critical Points”
# 10
Use your resources.

22. Your Resources DRFC-D Ronnie TRF reports
District Foundation Newsletter
Contact Center at RI Headquarters
TRF pubs available on RI website
Zone Training Seminar, Greensboro NC (Jun 28-29)
District Foundation Seminar (Sep 14)

23. Zone End Polio Now Coordinator
PDG Chuck Davidson
Zone End Polio Now Coordinator