rotary foundation “102” the rotary foundation of rotary international foundation workshop...

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

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 Programs Humanitarian Programs

Grants… Your Role

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 Programs Humanitarian Programs

Grants… Your Role

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

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 Programs Humanitarian Programs

Grants… Your Role

Every Rotarian Every Year (EREY)

Contributions – What & How

Contribution forms Global Multiple Donor Memorial Envelopes

TRF Direct Member Access

Contribution Recognition Summary Rotarian Contribution Record On line contributions

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 Programs Humanitarian Programs

Grants… Your Role

Member Access     

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

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)

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.

Login Screen

Registration for new users.

Login for returning users.

Registration: Step 1

The first step is providing the following information:• Email address• Name• Address• Phone Number• Language• Rotary affiliation

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.

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.

Changing Login InformationClick 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.

Contribution Recognition Summary (CRS)How to Read…

Joe SmithMary BrownGary JohnsonNancy DrewCole Hammels

Monthly Contribution Report (MCR)

Smalltown

Metropolis

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 Programs Humanitarian Programs

Grants… Your Role

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)

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)

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

www.Shop.rotary.org

Free Literature

Other Promotion… Education

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 Programs Humanitarian Programs

Grants… Your Role

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

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

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.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

For Help: Contact Line at TRF

Call 866-9ROTARY or 866-976-8279

E-mail: contact.center@rotary.org