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TRF 101 _basic_

VIEWS: 127 PAGES: 23

									The Rotary Foundation TRF 101

Instructors: Tammy Bruce and Valerie Buchanan

Session: Saturday 1:30 PM 2/2/2011



President’s responsibilities for Fund Development:

      Get members to participate in EREY
      Forming a leadership team to set Foundation goals
      Need to bring inspiration to club on importance of TRF and why it is important

How to inspire members:

      Play copies of PETS videos at club meeting
      Set schedule to have regular Foundation speakers
      Set quarterly meetings to assess goals

Fund Development Ideas:

Annual Programs –

      Club fundraiser (golf), prize was Foundation Recognition Points
      50/50 Raffle
      Points to encourage giving (Alexia Turner)
      Include them in dues (Eric McRory/George Schaffer)
      Give 100 points to new members when they join to get them to start donating


PolioPlus –

      Poker Run (outside of club)
      Auction
      Foundation dinner
      Visitor appreciation day (sell pancakes and popcorn to tourists)
      Golf tournament
      Rubber Chicken Basketball game (Chris)
      Triathalon – ski/bik/run (Robert)
      Fullfilling our Dream speaker program (Gord)


Permanent Fund –

      Take out a separate insurance policy… existing or new
       Codicil – addition to will (can download template from RI website)
       Specific/separate fundraiser
       Charitable giving seminar
       Take donation – cash/card
       Ask others to do a match to your donation
       Donations in honor of deceased Rotarians


Ways to make contributions to TRF:

       Global contribution form for individual donors using check or credit card
       Multiple Donor Form for more than one donor (club takes funds and sends in
        TRF)
       Online donations at Rotary.org
       Phone in 1-866-9ROTARY with credit card info
       TRF Direct and have monthly contributions made automatically out of personal
        bank acct


Future Vision:

       Rollout 2012, official in 2013
       Learn about it – D5020, D5040, LinkedIn, Rotary website

The Rotary Foundation TRF 101

Instructor: John Bushnell

Session: Saturday 1:30 PM 2/2/2011

The Rotary Foundation 101 Instructor John Bushnell
First, we played Foundation Jeopardy
I described the 3 different funds of the Rotary Foundation.

Annual Fund: This is the fund we most often give to; cash donations, $$ towards
your Paul Harris Fellowship; Every Rotarian Every Year, Paul Harris sustaining
member funds. All money contributed is held for 3 years, with the gains on the capital
used to pay all overhead and administrative costs. Then after 3 years, half comes
back to the District, half goes into the World Fund. It is up to the District to ascertain
how they want to spend the half that comes back to them, but it is most often used as
grants for local projects, matching grants for local projects, or matching grants for
International projects. The part that goes to the World Fund is used to fund programs
such as GSE, Ambassadorial Scholarships, and matching humanitarian grants.

Polio Plus Fund: This is the fund that supports our polio efforts. Our R.I. president
has asked each club to fundraise $2,000 per year for three years in order for us to
match Bill Gates‟ 200 million dollar challenge (he‟s actually matching 250 million to our
200). Rather than have our Rotarians fund this, we are asked to hold fundraisers and
raise funds from the general public and raise awareness of our efforts. All funds given
to the Polio Plus Fund must be designated as such. It is through this fund and our
efforts that the number of polio cases has gone from 350,000 in 1987 to under 1000 in
2010. Complete eradication is within reach.

Permanent Fund: This fund is supported by bequests in peoples‟ wills, although a
gift may be given any time. Bequests may be in the form of money, real estate,
stocks, jewelry, or any tangible asset. The Permanent Fund is similar to an
Endowment Fund. The capital is preserved, and the gains each year are transferred
into the World Fund to be used for humanitarian purposes. There are two levels of
recognition: you become a Benefactor if leaving between $1,000 US and $9,999 US.
At the level of $10,000 US and above, you become a member of the Bequest Society.
By donating to the Permanent Fund, one can remain a Rotarian forever, as it is the gift
that keeps giving even after you are gone.

How is TRF different from other Foundations?
   100% of all donated money goes towards programs
   It is supported by the contributions of many, as opposed to one rich person or
   large corporation.
   The Rotary Foundation receives a 4-Star Rating by Charity Navigator.
   It supports both local and international projects
   It is OUR Foundation. It is supported almost solely by Rotarians and supports the
      educational and humanitarian programs of Rotary.

Why do we have a Foundation?
    To enable Rotarians to receive tax deductions on their gifts
    To financially support local and international Rotary projects
    To provide a system and guidance for projects world-wide
    To promote world understanding and peace through international humanitarian,
    educational, and cultural exchange programs.
   
We had a somewhat lengthy discussion that at least in the U.S., Rotary itself is not
deemed a “charitable organization” or 501C-3, for purposes of income tax
deductions. The reason that we need another arm that IS a 501C-3 is most likely
because it must remain completely charitable. If Rotary International itself were a
501C-3, it would prevent money being spent on fellowship activities, etc.

What is the President’s Responsibility for Fund Development?
   Develop goals with the club‟s Board
   Ensure proper stewardship of funds
   Appoint a committee chair and committee
   Inspire and lead by example (donation on first day?)
   Include a Rotary Foundation Minute at each meeting
   Encourage members to participate in Foundation programs and activities
  
How are clubs recognized for fund development success?
   Every Rotarian Every Year (EREY) $100 average per capita, !00% participation
   100% Sustaining Club – Every dues paying member gives at least $100
   100% Paul Harris Fellowship Club – Every dues paying member a Paul Harris
   Fellow ($1,000 in funds donated)
   Top Three Per Capita Club: Awarded to the top 3 clubs in the district so long as
      at least $50 per capita is achieved
Your Ideas for fund development

Annual Fund:
    An enthusiastic PE, fresh from PETS
    All contribute towards being an EREY Club.
    Entire Board announces donation at PE‟s installation
    A charismatic and enthusiastic Foundation Chair
    Make it a top priority in the club
   
Polio Plus Fund
    ½ marathon race event with business sponsors
Permanent Fund
    Member attorneys offer to help write wills for free if bequest given
    Stage a mock funeral of Paul Harris and talk about his endowment and offer
      others to become a Rotarian forever.

Some more ideas from R.I. for fund development
   Line item billing on Rotarians‟ bills – must be voluntary
   TRF-Direct – monthly, quarterly, or annual automatic withdrawals
   Offer recognition points to match donations (we didn‟t‟ talk about these)
   Paul Harris Giving Circles - $100 per year for 10 members for 10 years.
   Put donation envelopes on tables at meetings
   Bingo at your meetings – half and half
   Rotary coin boxes
   Foundation Chair meets privately with members to discuss bequests
   Put Benefactor cards on tables during meetings.

Ways to make contributions to TRF
   Donate by cash or credit card using the Global Contribution Form (123)
   Club treasurer sends multiple donations using Multiple Donor Form (094)
   Online via Member Access at www.rotary.org or www.trfcanada.org
   By phone, using a credit card toll free at 1-866-9ROTARY.

In fund development, always remember to keep the “WHY” right in front of your
members.
The President’s Responsibility for Stewardship of Funds.
We played the Stewardship Game with the Cards, and rather than go through them
one by one, I told you I would send them to you.

Examples of Good Stewardship of Funds for Funds raised for the Foundaiton?
   Ensure that the money is sent promptly to the Rotary Foundation
   Ensure the Global Contribution form is completed for each donor
   Ensure that accurate records are maintained with respect to donor recognition,
     fund
   designation and amount donated, sent directly to the Rotary Foundation
   Ensure the money is deposited in the club‟s account or sent directly to the Rotary
   Foundation.
   Ensure copies of donor forms and payment are maintained until contribution
     records can be verified

Poor Stewardship Practices:
   Instruct the club treasurer to deposit funds in the club‟s general account
      throughout the year and send one check to the Rotary Foundation at the end of
      the Rotary year
   Instruct club members to write their checks to the Rotary Foundation, then put a
      sticky note on each one, then direct the club treasurer to send the checks to the
      Rotary Foundation
   Instruct the club treasurer to deposit the funds in the club‟s general account and
      ask the board whether the contributions should be designated for the Annual
      Fund or the PolioPlus fund
   Don‟t be concerned if the club treasurer forgets to send funds collected to the
      Rotary
   Foundation because it is not the president‟s responsibility.
   Instruct the Club Foundation Chair to complain to the District Governor if
      donations cannot be tracked to the club recognition report summary because the
      club has not maintained adequate records of contributions.

What are the benefits of being proactive about Future Vision?
   There‟s a lot to learn and it would be a benefit to get a head start
   The more prepared a club is, the sooner they will have access to funds
   If the economy is not strong, the funds available may be limited. The
     knowledgeable club or District will be able to apply quickly
   Just because your District is not a Pilot District, it doesn‟t justify putting off the
     inevitable.


The Rotary Foundation TRF 101

Instructor: Maggie Crawford
Session: Saturday 1:30 PM 2/2/2011

What is the President’s responsibility for fund development?

      Appoint energetic committee chair and motivate members to contribute to Annual
       Fund, PolioPlus, and/or Permanent Fund.
      Educate club as to matching grants available from The Rotary Foundation.

Fund development ideas for:

          o Annual Program Fund:
                Cash call.
                Voluntary contributions on dues invoice.
                Special events – SuperBowl boards (don‟t forget gaming permit).
                Personal asks. Budget Line item.
          o Polio Plus:
                Awareness of polio.
                Iron Lung.
                Community Event.
                Polio Run.
                Panhandling for Polio.
          o Permanent Fund:
            Educate members about outright gifts and bequests.

Some clubs set policy that budget will be pro rated between local and international
projects: 70/30.

The Rotary Foundation TRF 101

Instructors: Tom Draggoo and Judy McMorine

Session: Saturday 1:30 PM 2/2/2011

Ways to grow the ANNUAL PROGRAMS FUND

             Keep in front of members
             Educational material
             Fundraiser
             Envelope Collection
             “Brag Board”
             Birthday Money

Ways to grow the POLIO PLUS FUND
      Education
      Polio Pig
      Polio jars, boxes, etc
      Memorial Contributions
      Fundraisers (get pledges for the event)
      Social Media
      Involve the Community
      Panhandling for Polio

Ways to grow the PERMANENT FUND

      Education

Ways to contribute to TRF

      Donate by cheque or credit card using the global contribution form (123).
      Club Treasurer sends multiple donations with Multiple Donor Form (094).
      Online through Member Access: www.rotary.or or www.trfcanada.org.
      By phone (with credit card): TRF Contact Center: 1-866-9ROTARY.
      TRF Direct: (998-USA or 998-CDN) – automatic withdrawal from bank account
       or credit card.

The President’s Role in The Rotary Foundation Activities:

     Lead by example: Set an example by donating
     Find a passionate TRF Chair
     Setting goals
     Communicating
     Sharing Progress
     Fiscal Responsibility
     Make sure club contributes
     Stewardship of TRF contributions
_______________________________________________________
Remember the Kingston Trio song….
“You’ve got to prime the pump, then have faith and believe.
You must give of yourself for others to receive.
“Drink all the water you can hold, wash your face, cool your feet.
But leave the bottle full for others. Thank you kindly. ~ Desert Pete”

The Rotary Foundation TRF 101

Instructor: Sharon Edberg

Session: Saturday 1:30 PM 2/2/2011
Session Notes combined with Fundraising Session

The Rotary Foundation TRF 101

Instructors: Sheila Hart and Al Strachan

Session: Saturday 1:30 PM 2/2/2011

SPECIAL FUND RAISERS FOR POLIO PLUS AND PUBLIC RELATIONS EVENTS

     Urgency of planning and holding event to meet time lines
     Identify contributors as the “means” to end polio
     Possibly focus on February 23 as a major date for event or advertising
     Auctions
     Push-Pull Competition using Railroad Pushcart in Alaska
     Purple Pinkie Project involving school kids to raise awareness in school aged
      children about the disease; involve Interact in this
     Mountain Climber Fundraiser - $50,000. in donation per participant
     Pan-handling for Polio on street-corners wearing Polio Plus shirts etc. – got lots
      of attention and need for education of public was obvious
     This Close Pictures used of well known people in the community in conjunction
      with major community fundraiser
     Iron Lung – display at special events; Cranbrook Sunrise has one available on a
      trailer; people can actually climb into the lung. Kelowna also has one available.
     Banners hung across streets in all communities in a district
     Light Display on Walls of Community buildings
     Polio Plus Coin Boxes
     Utilize major community events to showcase work of club in every aspect of
      Rotary service
     Relate donation to tangible result e.g. # of polio immunizations with $



HOW TO ENTICE MEMBERS TO BE INVOLVED IN EREY (Every Rotarian Every
Year)

     Weekly raffles; use a jar of jam and then expect the person to return the jar filled
      with coin
     Hand out Mason Jars and have members fill them with loose coin
     Bill Quarterly; $25 for polio fund; $25 for annual fund
     Programs about NID involvement; polio victims
     Happy Bucks and then club has an accumulation of points that can be used as
      leverage to encourage members to match in order to become PHF
     Have envelopes on the table at club meetings into which donations can be put.
     Coin banks
     Follow through with TRF Direct on Feb. 23 so that double PHF points achieved
     Identify projects that benefit from EREY - clean water, blood bank, community
      place with support for single Mums, education in Guatemala, literacy
     Take steps to use available funds e.g. Alaska Permanent Fund Dividend which
      can be designated to go to charity of choice
     Use a Rotary Master Card
     IRS - TRF

HOW TO ENTICE MEMBERS TO BECOME PAUL HARRIS FELLOWS

     Set goal of 100% Paul Harris Fellow Club
     Make sure that all of the members of the club have their Rotary Foundation
      records with the club and not with a previous club
     Hold a Paul Harris Fellow Recognition Event/Benefactor/Major Donor Event with
      a nice dinner, roses, entertainment; great to have all of the clubs in the
      community join in with this event and if possible have a speaker such as Steve
      Soloman
     Use Annual Charter night celebrations to recognize new PHFs
     Use a Grid Raffle with a draw for points for a PHF

HOW TO ENTICE MEMBERS TO DONATE TO PERMANENT FUND

     Hold an Estate Planning Event with representation from insurance provider,
      financial planner, tax lawyer Find Rotarians or others whose goal it is to die
      penniless through philanthropic means
     Research multiplier effect of life insurance policy
     Use TRF Direct
     Have a prize of a free will update if $10,000 is contributed to the Permanent Fund



The Rotary Foundation TRF 101

Instructor: Harry Kieling

Session: Saturday 1:30 PM 2/2/2011

FOUNDATION FACTS
       Dollars Funded into the Annual Fund: 100% goes to work for RI supported
              projects
       Rotary International Foundation: one of the world‟s largest funds
       Returns funds supporting local and international projects
       Funds are used for educational resources (among other humanitarian needs)
       Donations are truly international-not just regionally focused



WHY SUPPORT THE FOUNDATION?

       Support to worthy causes
       Donations (may) be qualified tax deductions
       Needs addressed include world understanding and promote world peace


CLUB PRESIDENT FUND DEVELOPMENT RESPONSIBILITY

       Must have basic knowledge and understanding of the RI Foundation
       Sets Annual RI Foundation support goals
       Serves to inspire club members‟ support of RI Foundation
       Schedules programs for RI Foundation education
       Serves as a connection to district resources
       Leads by example


RECOGNITION (some examples)

       Presidential Citation
       Paul Harris Fellow
       Paul Harris Society
       Every Rotarian Every Year
       Sustaining Member


BRAINSTORMING FOR FUND DEVELOPMENT

Annual Program

      Reverse Auction: first bid is (as example) $1,000 and is the lead pledge.
Thereafter, additional bids in declining value are called for that result in rapid
accumulation of funds to support the event.

Permanent Fund

        “Can‟t take it with you”
Polio Plus

      Pig Trough (Cash/Coin Box) at the meeting breakfast/lunch/dinner table
      Polio Plus Coin Box placed strategically offering opportunity to drop “loose
       change” into receptacle
      Involve your community…….tell the story (perhaps display an iron lung) calling
       for support to the cause
      “Pan-handling” for Polio
      Pennies for Polio engaging elementary (and or higher) age children


The Rotary Foundation TRF 101

Instructors: Jim Lussier and Karen Harrison

Session: Saturday 1:30 PM 2/2/2011

SESSION OBJECTIVES

      Identify Programs of the Rotary Foundation
      Resources for Foundation Recognition Points
      List Ways Donors are Recognized
      Identify Ways Donations can be Made
      Set Rotary Foundation Fund Raising Goals
      Appoint an Effective TRF Chair and Committee
      Defining Proper Stewardship Responsibilities
      Resources for Implementation of the Future Vision Plan


SESSION OUTLINE

      Introduction
      TRF Jeopardy
      Rotary Foundations Stories and Experiences
      Why TRF is the Best Investment
      The President‟s Role
      Goal Development
      Club Participation in International Projects
      Club Participation in District Simplified Grants

WORKSHOP FORMAT

   •Explore
   •Problem Solve
   •Discussion
  •PLAN
  •Network
  •Idea Exchange
  •Exercises
  •Have Fun

THE ROTARY FOUNDATION

     How is TRF Different from Others?
     Why Have a Rotary Foundation?
     Club President‟s Responsibilities?

CLUB PRESIDENT RESPONSIBILITIES

     Develop Goals
     Steward Foundation Funds
     Select a TRF Chair/Committee
     Promote Participation in TRF
     Inspire Club Members to Participate


CLUB RECOGNITION

     EREY
     100% Paul Harris Fellow Club
     100% Sustaining Member Club
     Top Three Clubs In District

INDIVIDUAL RECOGNITION

     Benefactors
     Bequest Society
     Paul Harris Society
     Major Donors


FUND DEVELOPMENT IDEAS

STEWARDSHIP

DISCUSSION GENERATED DURING SESSION


Key Issues
   Lack of understanding
   Why TRF vs locally?
   Too complicated
   Are $$ well spent?
   All seem to be penalized for others‟ misuse of funds
   Tracking and communicating club goals
   Club buy-in for goals
   Constant Expectations
   Training at Club level is weak
   EREY
   Grants Status
   Knowledge
   Commitment
   I know nothing – what are my responsibilities?
   What if I don‟t make my goals?
   Options for donating
   $100/per member – from members or budget – Quarterly or monthly dues
   How do points work?
   How do I get the members to buy in?
   How do we more effectively use grants?
   How to set up monthly installments to be a sustaining member
   Information on Benefactor Level
   Need an elevator speech about “Why should we spend money to TRF on the
    chance it will come back for one of our projects?”
   Once a Paul Harris is received, members wonder why they should still give
   It would be beneficial to have direct help with matching grants
   Need more information on all the levels and states of the Foundations
        o Paul Harris
        o Every Rotarian Every Year
        o Benefactor
        o Bequest Society
        o 3 H Grants
        o Matching Grants
   How do they all work?
   How do we take advantage of Grants for our club; application, criteria, time frame
   What is available from TRF to clubs and vise versa expectations?
   Get information to members
    Mechanics
   Members not donating to Foundation (I have 10)
      Confusion on the granting program
      Program is confusing
      Boring Foundation programs
      Too many directions, needs to be sensitive to membership environment
      Where does the money go?

POSSIBLE ACTIONS THAT ADDRESS TRF AND MY CLUB:



      Know my Club‟s giving history
      Set a Goal for My Club
      Understand the District‟s TRF Goals
      Have an effective TRF Chair and Committee
      Continue to learn about TRF
      Understand the New Vision Program and its timing
      Be aware of District and TRF resources and help
      Review Stewardship Practices



The Rotary Foundation TRF 101

Instructor: Tim Mobley

Session: Saturday 1:30 PM 2/2/2011

The TRF Jeopardy game – if you know the answer stand up:

      Variety of answers/questions from cards
How is the Rotary Foundation different from other foundations?

      All funds go to the causes

      Separate funds within TRF

      Diversified funds

      Gives back to donor base

      ½ comes back to the district

      Scholars are a priority
Why does Rotary have a Foundation?
      Meets tax laws for contributions

      Keeps Rotary business separate from the foundation

      There are TRF offices in different countries to meet specific tax requirements
What is your responsibility, as president, for fund development?

      Judiciary responsibility – oversight

      Set a goal with board and club input

      Market the goal & educate the club
How are clubs recognized for fund development?

      EREY awards

      100% PH club award
Group discussions on APF, Polio Plus & Permanent fund:

      Annual Programs fund
          o Garage sale with proceeds divided among donors for recognition
          o Have YouTube videos on TRF during meetings
          o Have PSA‟s on TRF at meetings

      Polio Plus
          o Garage sale with $ recognition divided among donors
          o Have donation cans/piggy banks in stores & buckets for change at
            meetings
          o Tree clipping/shredding after Christmas for donation to PP
          o „pigs for polio‟ program
          o Hold a „pints for polio‟ donated by a local brewery

      Permanent fund
          o Have a lawyer member do wills for free if they include a bequest to TRF
          o Bring district TRF reps to speak to the club
All – market through the heart
The Rotary Foundation TRF 101

Instructor: Peggy Pollen

Session: Saturday 1:30 PM 2/2/2011

We went through the Rotary Jeopardy Game (gave the winners a new President‟s
Rotary pin) and Stewardship exercise.

Understanding of the Foundation was almost non-existent. Spent most of the meeting in
a question answer discussion.

I‟d like to suggest a flow chart outlining the structure

The Rotary Foundation TRF 101

Instructor: Mike Stack

Session: Saturday 1:30 PM 2/2/2011

Question “What do you want to Learn?”

      Find out the (normal) structure of a club
      Dive into objectives 1,2 & 3 of the session
      The History of Rotary
      Everything * *
      Learn about the of others
      The basics
      Observe others for ideas


Discussion questions

          1. What is Rotary’s Mission? – It mirrors the 4-way test is about fellowship
             and service - then they read Mission in the appendix


          2. What is the objective or Rotary? – Foster Peace and good will and
             ethics – followed by the reading in the appendix.


          3. What are the avenues of service? – Vocational service, International
             Service, Club Services, Community Service and New Generations – After
             a discussion of the first four avenues no one really knew about New
             Generations. It just puts all of the Youth Programs under it‟s own avenue
             so we can be more effective how we engage projects.
          4. What is the 4-way test – The looked at each number both as a club
             interaction and as a way of doing business or our occupations as
             Rotarians.


Question “What is meant by Service above self?

Service verses people (me) others needs first This lead to a suggestion that the PE‟s in
the room should take this back to their club and get each member to define for
themselves and then come up with the club‟s definition.

      Page 95 is the Structure of Rotary diagram

      Page 94 the Acronyms Quiz

The Rotary Foundation TRF 101

Instructor: Curtis Thiel

Session: Saturday 1:30 PM 2/2/2011

Importance of Foundation

Gates Challenge
      Bill& Melinda Gates award of $355million to eradicate polio
      committed to raising $200million by 2012

Humanitarian Grants
    active participation of Rotarians
    assists in development of Rotary networks
    provides sustainable development
    cannot be used for purchase of land or buildings
    construction or renovation
    salaries etc
    or post secondary education, research or professional development

Matching grants
     assist in funding humanitarian service projects in conjunction with Rotarians from
     another country
     grants from $5,000 to $150,000
     must be new projects
     active participation by Rotarians in host and receiving countries

District Simplified Grants
      grants based on local needs in the District
      only one request per year
      based on 50% of giving from 3 years prior

Ambassadorial Scholarships
    scholarships to students who serve abroad as ambassadors of goodwill to
    improve international understanding
    funding for 1 year abroad….$26000 flat grant

Resources:
     Foundation chair in club
     Foundation person at District level
     Information on internet

How do we get the money?
     dedicate 4 meetings a year to foundation
     have an expert speak on the foundation
     challenge another club
     dedicate a fundraiser
     watch the Penny Legate video for Polio +

Ways to collect donations from members
     Educate members in the various ways contributions can be made.
     automatic debit
     A add an option to dues to include giving amount.
     min $10 from account
     min $25 from credit card

Groups
     Annual fund
     Permanent fund
     Polio Plus

DO NOT send checks with post it note attached with instruction. The check doesn’t go
to Rotary but to a bank.



The Rotary Foundation TRF 101

Instructor: Ted Urton

Session: Saturday 1:30 PM 2/2/2011


How is the Rotary Foundation different from other Foundations?
          Returns funds to the local area (DDF).
          All funds to Rotary projects.
          It is OUR Foundation.

Why do we have a Foundation?

      Provides tax deductions.
      Funds projects.
      It is separate from Rotary International.

What is the Club President’s responsibility for Fund Development?

      Every Rotarian Every Year (EREY).
      Set Club goals.
      Educate Club.
      Set a good example.
      Be a cheerleader

How are Clubs recognized for Fund Development success?

      Presidential Citation.
      EREY Banner.
      100% Paul Harris Club Banner.
      100% Sustaining Members Plaque.


Fund Development Ideas:

Annual Program Fund

      Make it a focus at periodic meetings.
      Highlight Foundation Month (November).
      Have an active Foundation Chair.
      Provide opportunities for giving (eg: envelopes on the tables).

Polio Plus $200,000,000 Challenge
    Fines.
    Weekly raffle.
      Change Jar.
      Partner with a school or other Club.
      Host a specific event.

Permanent Fund
    Bequests from Club members.
    Codicils (Wills)
    Beneficiary designations in Life Insurance policies.
    Bring in an estate lawyer as a guest speaker.

Different Ways you can donate to the Rotary Foundation

      Happy $$$.
      On-line at www.Rotary.org
      TRF form.
      By phone.
      Cheque or Credit card.


What is the method for setting:

APF Goals: Last years goals.
           Five year trend.
           Club tradition.

Polio Plus Goals: $2,000 per club/yr.

Permanent Fund Goals: Major Donors.

Club President’s stewardship responsibilities for Service Projects involving
Foundation Funds.
    All money must go to the project.
    Planning.
    Applications.
    Direct Club involvement.
    Specific use.
    Transparent.
    Efficient and timely reporting
Resources and Assistance

      Rotary Foundation Contact Center

          o Phone: 1-866-9ROTARY / 1-866-976-8279

          o Email: contact.center@rotary.org

      District Rotary Foundation Committee Chair (DRFCC) – invite to a Club
       meeting.

      Material on www.Rotary.org

      Additional Resources:
            TRF Quick Reference Manual (219)
            Club President‟s Manual, Chapters 5 & 6 (222)
            Club Rotary Foundation Committee Manual (226E)
            Guide to Matching Grants (144)
            Fund Development Best Practices (on PNWPETS web site)


The Rotary Foundation TRF 101

Instructor: John Vokes

Session: Saturday 1:30 PM 2/2/2011

Foundation Jeopardy….

What makes TRF unique?

      Primary support comes from Rotary members
      4 – star rating with Charity Navigator
      Supports projects identified by clubs and individuals as well as TRF Board
      Is „OUR‟ Foundation
      If a club does not contribute they are not eligible for TRF grants


President – what to do about The Rotary Foundation (TRF)

      Set goals
      You are the steward of the goals and the funds raised
      Coordinate with TRF club chairperson & committee
      Inform, educate members as to purpose of the funds raised
      Meet the goal!
      Presidential Citation – 100% participation + see other criteria
      EREY – Every Rotarian Every Year (Just give something!)


FUND DEVELOPMENT IDEAS!

      Lead by example
      Educate membership
      Designations of giving
      Purpose of funds raised


Polio Plus

      Involve more than the club – go into the community
      Double points programs
      Matching points opportunities


Strategies:

      Bill with the dues?
      Sell 4-way coins – use for Foundation/Charity comments
      Gambling committee – Progressive pot, Foundation award
      Christmas auction ideas
      RI boxes for Polio Plus
             Award through drawing
             Paul Harris awards
             Basket at the door ($2.00 per week = sustaining member)
      Put a „face‟ to the projects – what is the end result of raising the money?
      Use testimonials to create enthusiasm for projects


TRF Funds:

Annual Program Fund

      Individual contributions
      EREY
      50-50 drawings
      TRF direct
      Rotary credit card rebates of 1% to TRF

Polio Plus
      Restricted / specific fund
      200 Million dollar challenge
      Gates Foundation – has given 355 million / wee match the 200 million cited
       above
      Status is approximately 137 ,million raised thus far


Permanent Fund

      Usually recipient of bequests or will beneficiary designation
      $1,000 for Benefactor status
      $10,000 for Bequest Society designation


Stewardship Issues – game

Future Vision
- Why is this important?
      o All clubs will be on this in 2012/13
      o More autonomy for Districts
      o Programs easier to manage
      o Less TRF involvement


Resources
- Table in lobby
- TRF experts
- Call TRF call center
- District TRF committee

								
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