1. TITLE Rotary Foundation – Club Chair Session Ronald Smith & Mike McCarthy May 17, 2014

2. Responsibilities

3. What are your tasks Promoting OUR Rotary Foundation – Foundation Moments – Recognitions Managing Contributions – Annual Fund/ EREY – Polio Eradication – Endowment / Major Gifts / Bequests Promote Participating in Programs – Grants – Peace Centers – Polio Eradication

4. Contributions How are contributions sent in – Global Contribution Form – On Line / My Rotary – Rotary Direct – Club vs. Individuals Club Reports / Recognitions – CRS – Club Recognition Summary (PHF status, etc) – MCR – Monthly Contributions Report (Club giving / District) – Club Fundraising Analysis (5 year summary) – EREY Club / 100% Sustaining Member – 100% Paul Harris Fellow Club – Paul Harris Society

6. Rotary Foundation Summary

9. Planning & Schedules

10. Goals & Plans Goal Setting / Funding – Annual Fund (PHS/EREY/Sustaining Member) – Endowment Fund – Polio Eradication – Planned Giving / Major Gifts – Enter Goals in Club Central Planning / Program Participation – District Grants – Global Grants / consider partnering – Peace Scholars – Polio Eradication

11. Schedules April– June 30 – Set Goals on Club Central for next Rotary Year – Finalize your current year contributions (NOTE: after June 30, it delays program funding by one year  ) – Offer incentives for member contributions ( Recognition Points ) – Attend District Training Assembly ( Grant Management Trng ) July - October – Promote Rotary Foundation – Manage contributions, present to club and members reports – Attend Rotary Foundation Seminar with other members (Grant Management Trng) Nov – Dec – Rotary Foundation Month: Presentations from Dist Committee – End of Tax year, encourage giving

12. Schedules Jan – March – Renew Club’s District Grant MOU – Apply for District Grants, due by March 30 – Incentives for member contributions (Recognition Points) – Look at contribution trends, implement plans to exceed goals All Year – Promote Rotary Foundation and Resources for Club Projects – Manage contributions, present to Club and members reports – Develop / implement fundraising ideas – Recognize contributors / PHF or other – Provide reports to Club leaders

13. District Rotary Foundation Events Strike Out Hunger - Phillies Game (Aug) Golf Tournament (Oct ) Purple Pinkie 5 K / Polio (Fall) Rotary Foundation Seminar (Oct – Nov) – GRANT MANAGEMENT TRAINING Recognition Events (Spring) District Grants (April)

14. Rotary Foundation Funding

15. Foundation Funding Contributions SHARE System SHARE System Contributions Spendable Earnings Annual Fund Annual Fund Endowment Fund Endowment Fund PolioPlus Fund

16. SHARE System Divides Annual Fund contributions between – District Designated Fund (DDF) – World Fund Transforms contributions into grants, etc. Allows local Rotarians to determine how Club contributions are best put to use

17. Annual Fund Contributions At the end of 3 rd Rotary year, Annual Fund contributions split: – 50% to the World Fund – 50% credited to district’s DDF

18. Endowment Fund Earnings The Trustees determine the spendable earnings. Contributions designated to Permanent Fund- SHARE, the spendable earnings are split: – 50% to the World Fund – 50% credited to district’s DDF

19. Two “Distribution” Funds District Designated Fund – District directed – Used by Rotarians in the District – Spent on TRF grants and programs World Fund – Trustee directed – Used by Rotarians worldwide – Spent on TRF grants and programs

20. SHARE Cycle $200,000 Annual Fund 2010-11 2011-12 2012-13 2013-14 Funds raised and invested Funds used Funds invested Funds invested Funds invested Funds invested $100,000 DDF & $100,000 World Fund Permanent Fund spendable earnings NOT in 3-year investment cycle

21. Funding Rotary Foundation Programs DDF District Grants District Grants Global Grants Global Grants PolioPlus Donations PolioPlus Donations Rotary Peace Centers Donations Rotary Peace Centers Donations 50% of contributions 3 years prior 50% of contributions 3 years prior Rollover and Transfers Rollover and Transfers Transfer to other district Transfer to other district Unused DDF rolls over to next year Unused DDF rolls over to next year Up to 50%

22. US$100,000 District Designated Fund US$100,000 District Designated Fund Up to $50,000 to District Grants Any amount to Global Grants, PolioPlus, or Rotary Peace Centers Any amount to Global Grants, PolioPlus, or Rotary Peace Centers Up to 50%Remaining Balance Carry forward & transfers Example of District Designated Funds (DDF)

23. District Governor District Governor-elect District Rotary Foundation Committee Chair District Rotary Foundation Subcommittee Chairs Representatives from each Area Who is involved in Rotary Foundation planning? Contact them as you need !

24. Resources Rotary Website/My Rotary – All forms for Foundation-related transactions – Rotary Contacts / Call Center – On line contributions – All Reports (Note: To access, your Sec’y must enter you as Foundation Chair) – Reporting / Club Central – Global Grant application, management and reporting District Website – District Committee contacts – Deadlines – District Events (Golf Tournament/Phillies/Seminar/etc.) – District Grant application, management and reporting

25. Rotary at Work THANK YOU !