1. Rotary Foundation “102” The Rotary Foundation of Rotary International Foundation Workshop October 17, 2009 Districts 7430-7450 Ron Smith, PDG District 7430 Chuck Cenkner, PDG - ARRFC – District 7390

2. Session Objective Your Responsibilities… Contributions – What & How  Member Access  TRF Direct  Contribution forms (Global / Multiple Donor / Transfer How is Your Club Doing  CRS (Contribution Recognition Summary)  District Reports Recognitions… How / Your Role Putting the Foundation Contributions to Work  Education ProgramsHumanitarian Programs Grants… Your Role

3. Session Objective Your Responsibilities… Contributions – What & How  Member Access  TRF Direct  Contribution forms (Global / Multiple Donor / Transfer How is Your Club Doing  CRS (Contribution Recognition Summary)  District Reports Recognitions… How / Your Role Putting the Foundation Contributions to Work  Education ProgramsHumanitarian Programs Grants… Your Role

4. Responsibilities Be the “Face of the Foundation”  Knowledgeable  Aware  Responsive Represent the Foundation Programs  Educational Opportunities  Grant opportunities Funding  Setting Goals (Goal Form – April)  Annual Program / Polio / Permanent Fund  The “Collector” / Solicit Contributions  Submitting / Tracking & Reporting Recognizing & Promoting  Paul Harris Recognitions / Major Donor  Foundation Programs  District Announcements

5. Session Objective Your Responsibilities… Contributions – What & How  Goal Setting (Feb-April)  TRF Direct  Contribution forms (Global / Multiple Donor / Transfer  Member Access How is Your Club Doing  CRS (Contribution Recognition Summary)  District Reports Recognitions… How / Your Role Putting the Foundation Contributions to Work  Education ProgramsHumanitarian Programs Grants… Your Role

8. Every Rotarian Every Year (EREY)

9. Contributions – What & How  Contribution forms Global Multiple Donor Memorial Envelopes  TRF Direct  Member Access Contribution Recognition Summary Rotarian Contribution Record On line contributions

14. Session Objective Your Responsibilities… Contributions – What & How  Member Access  EREY / TRF Direct  Contribution forms (Global / Multiple Donor / Transfer How is Your Club Doing  CRS (Contribution Recognition Summary)  District Reports Recognitions… How / Your Role Putting the Foundation Contributions to Work  Education ProgramsHumanitarian Programs Grants… Your Role

15. Member Access Member Access can be found on the RI home page, www.rotary.org. www.rotary.org

16. Member Access Functions Using Member Access Rotarians can: Contribute to The Rotary Foundation. View personal contributions to The Rotary Foundation. Manage e-mail subscriptions. Register for meetings Foundation Chairs / Pres / Sect’y / Treas. can: View CRS (Contribution Recognition Summary)

17. Registration Registration for Member Access is a three part process: 1. Enter a valid e-mail address and your contact information. 2. Validate the e-mail address by clicking on the hyperlink in the e-mail sent to you from Member Access. 3. Complete the online registration form and create your password. Registration usually takes 24 hours to process.

18. Login Screen Registration for new users. new users Login for returning users. returning users

19. Registration: Step 1 The first step is providing the following information: Email address Name Address Phone Number Language Rotary affiliation

20. Registration: Step 2 The second step is validating your email address. Click on the hyperlink in the e-mail sent to you by Member Access.

21. Registration: Step 3 The last step is creating your security profile (password and secret question) which are used to verify your identity and allow you to manage your account.

22. Changing Login Information Click on the Change Password link to change your password. Click on the My Profile link to change your login e-mail address or secret question and answer.

23. Contribution Recognition Summary (CRS) How to Read… Joe Smith Mary Brown Gary Johnson Nancy Drew Cole Hammels

24. Monthly Contribution Report (MCR) Smalltown Metropolis

25. Session Objective Your Responsibilities… Contributions – What & How  Member Access  EREY / TRF Direct  Contribution forms (Global / Multiple Donor / Transfer How is Your Club Doing  CRS (Contribution Recognition Summary)  District Reports Recognitions… How / Your Role Putting the Foundation Contributions to Work  Education ProgramsHumanitarian Programs Grants… Your Role

26. Recognitions Naming Opportunities (Scholarships / Funds) Sustaining Member (Annual Program Fund) Paul Harris Fellow (Annual Program or Polio) Benefactor (Permanent Fund donor) Bequest Society (Estate donation to TRF) Major Donor: (Cash/ cumulative of all TRF funds)  Level Contribution  Level Six $1 million or greater  Level Five $500,000  Level Four $100,000  Level Three $50,000  Level Two $25,000  Level One $10,000 Arch C. Klumph Society ($250,000 or more)

27. Recognition Responsibilities Paul Harris Fellow (track and organize awards) Paul Harris Society (notify District about $1,000 / yr candidates) Preside over awards, make it memorable - use RI provided talking points - invite District Leaders for significant achievements - publicize Major donor (notify District Foundation Chair)

29. Promotion Foundation Programming at Club  Education Programs (district support)  Program Speakers (district support)  Motivational stories / videos  Foundation Moments Newsletters Announcing opportunities  GSE / Scholars  Grants (DSG and MG) Literature

30. www.Shop.rotary.org

31. Free Literature

32. Other Promotion… Education

33. Session Objective Your Responsibilities… Contributions – What & How  Member Access  EREY / TRF Direct  Contribution forms (Global / Multiple Donor / Transfer How is Your Club Doing  CRS (Contribution Recognition Summary)  District Reports Recognitions… How / Your Role Putting the Foundation Contributions to Work  Education ProgramsHumanitarian Programs Grants… Your Role

34. Education GSE  Recruit Out Bound Candidates  Host In Bound Team International Peace & Conflict Studies Scholars  M.S. Program (18 – 24 months  Professional Studies (3 months) Ambassadorial Scholars  Recruiting  Hosting Participate  Use TRF Funds in your community  International Service opportunity  Puts a face on where the TRF contributions go

35. Humanitarian District Simplified Grants  Local or smaller international service projects Matching Grants  Int’l Projects over $10,000  Must have Int’l partner Rotary Club

36. Matching Grant… How? Any club can participate Identify a project Find a partner… Rotary Club in project area Contact District: Advice/Contacts / $$ Assess needs / develop budget Determine financing plan  Who is paying what?  What are the $$ sources (Int’l partner / Cash /DDF)  Can local clubs or others partner Write the grant… for MG’s suggest www.matchinggrants.orgwww.matchinggrants.org Your Role  Promote the opportunities in your club  Know the grant “rules’ / get assistance from District Committee  Know where to get resources  Cheer leading

37. For Help: Contact Line at TRF Call 866-9ROTARY or 866-976-8279 E-mail: contact.center@rotary.orgcontact.center@rotary.org