TITLERotary Foundation – Club Chair SessionRotary Foundation – Club Chair SessionRonald Smith & Mike McCarthyMay 17, 2014

Responsibilities

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

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

Rotary Foundation Summary

Rotary Foundation Summary

Rotary Foundation Summary

Planning & Schedules

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

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

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

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)

Rotary Foundation Funding

Foundation Funding

Contributions

SHARE System

Contributions

Spendable Earnings

Annual Fund

EndowmentFund

PolioPlus Fund

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

Annual Fund Contributions

At the end of 3rd Rotary year, Annual Fund contributions split:

– 50% to the World Fund– 50% credited to district’s DDF

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

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

SHARE Cycle

$200,000 Annual Fund

2010-11 2011-12 2012-13 2013-14

Funds raised and invested

Funds used

Funds invested

Funds invested

$100,000 DDF &

$100,000 World Fund

Permanent Fund spendable earnings NOT

in 3-year investment cycle

Permanent Fund spendable earnings NOT

in 3-year investment cycle

Funding Rotary Foundation Programs

DDF

District Grants

Global Grants

PolioPlus Donations

Rotary Peace Centers

Donations

50% of contributions 3 years prior

Rollover andTransfers

Transfer to other district

Unused DDFrolls over to

next year

Up to 50%

US$100,000District Designated Fund

Up to $50,000 to District

Grants

Any amount to Global Grants, PolioPlus, or Rotary Peace

Centers

Up to 50% Remaining Balance

Carry forward & transfers

Example of District Designated Funds (DDF)

• 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 !

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

Rotary at Work

THANK YOU !