DISTRICT ASSEMBLY forCLUB TREASURERS

Presented by Sydney Parker

Supported by DGE Dick Nathan

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Programme

• Welcome• Our Year 2013-2014• What is new?• What I wish I had known• Breakout Discussion• Report Back• Q & A

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THEME FOR 2013-2014

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What has it got to do with me?

• Membership– Do members cost a Club money?– Does visibility in the Community cost money?– Does a shop window cost a Club money?

• Polio Eradication– Does it cost a Club money?

• Where does the money come from?

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What is your problem?

TODAYTODAY

Number of Proportion

Older people Younger people

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What is your problem?

TOMORROWTOMORROW

Number of Proportion

Older people Younger people

FIT ATTRACTIVE CLUBSFIT ATTRACTIVE CLUBS

NEW STYLE CLUBSNEW STYLE CLUBS

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Your Job for Me

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Spreading the Word 1

Communications

Community Service

Foundation Service

International Service

New Generations

Vocational Service

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Spreading the Word 2

Club Website *

Club Facebook Page *

Club Twitter Account *

Club YouTube Page *

District Web Site *

Rotary Showcase *

Local Press, Rotary in London, Rotary Today

GIFT AID

CHANGES FROM APRIL 2013

GIFT AID

• 1 NEW ARRANGEMENTS FOR WHAT CAN BE CLAIMED

• 2 NEW ARRANGEMENTS FOR MAKING CLAIMS

• 3 DECLARATIONS

WHAT CAN BE CLAIMED

• FROM APRIL 2013 2 GIFT AID SCHEMES

• GIFT AID

• GIFT AID SMALL DONATIONS SCHEME

GIFT AID

• 1 NEW ARRANGEMENTS FOR WHAT CAN BE CLAIMED

• 2 NEW ARRANGEMENTS FOR MAKING CLAIMS

• 3 DECLARATIONS

GIFT AID SMALL DONATIONS SCHEME

• GASDS IS A NEW SCHEME BEING INTRODUCED IN APRIL 2013

• PROVIDES FOR TOP UP PAYMENTS ON SMALL CASH DONATIONS OF £20 OR LESS

• THIS IS OF PARTICULAR INTEREST TO ROTARY CLUBS FOR BUCKET COLLECTIONS

CHARITIES ONLINE

• WILL COMMENCE IN APRIL, 2013• 3 OPTIONS FOR MAKING CLAIMS• ONLINE FORM – claims with fewer than 1,000• THROUGH OWN DATABASE – more than 1,000• PAPER FORM – new form ChR1 replacing all

existing R68 forms• GASDS – as well as online option new form

ChR1 must be used

DECLARATIONS

• Must have declarations from donors• No set design for GA declaration• Can be made by donor in writing, orally or

electronically• Certain information must be included• HMRC model declaration forms available

HMRC Web Site

HMRC Web Site

INSURANCE

RIBI PRESENTATION 2013

SOURCES OF HELP

RIBI WEBSITE Insurance & the Rotary Club

WHAT IS COVERED?

PUBLIC LIABILITYPERSONAL ACCIDENTOFFICERS & CLUB INDEMNITYREGALIA & MONEYLEGAL EXPENSESLIBEL & SLANDER

LIABILITY INSURANCEThe total Limits of Indemnity in insurances arranged by RIBI are :-

•Employers Liability £10,000,000 any one occurrence

•Public Liability £20,000,000 any one claim

•Products Liability £20,000,000 any one claim and in the aggregate.

INSURANCE

LIABILITY INSURANCE – continued. A Confirmation Letter confirming the details of

these liability insurances is freely available from RIBI Insurance Brokers – Sutton Winson Ltd.

This Letter can be used for events arranged by Clubs and Districts throughout the year.

A copy of this letter is included on the CD – it can be printed out and provided as evidence of the covers applicable.

PERSONAL ACCIDENT COVERThe cover includes Wives, Husbands,

Partners, Friends (inc. Friends of Rotary Groups)

Honorary Rotarians and the like whilst they are

helping at Rotary Events

RIBI Assembly 2012

Full details of the Scale of Benefits which are applicable, are detailed in the booklet – “Insurance & the Rotary Club”.

TRUSTEES POLICY

• Limit of Indemnity is now £2,000,000 in aggregate with an inner Limit £250,000 per Club or District.

• If any Club or District has Funds in excess of £200,000

● GET ADVICE!

LIBEL POLICY

LIBEL POLICY

The Limit of Indemnity is £500,000 any one Claim and the Excess any one Claim is £750.

If a higher Limit of Indemnity is required consult Sutton Winson Ltd.

REGALIA and MONEY COMPENSATION SCHEME

For full details please refer to the booklet –INSURANCE & the ROTARY CLUB

Terms, Limits, & Excesses etc are all shown in the

booklet – Clubs must be encouraged to be fully conversant with these and apply to RIBI's Insurance Brokers for higher limits and cover for excluded items.

MONEY

“Money in the private residence of any authorised Rotarian”

Under the MONEY COVER there is a limit of £500

No cover if money left unattended (includes in car unless locked away)

There have been several claims in recent years for unexplained losses (particularly involving loss of cash) and these losses cannot be dealt with under this Scheme.

Property

Property insured is:

Regalia comprising presidential and other official chains or jewels of office, bars and medals, other property comprising plaques, banners (including pop-ups), lecterns, bells, trophies, Rotary wheels, furniture (chairs, tables and the like) and display boards and trailers with fixed equipment which are owned by the Club/District.

REGALIA

Sum Insured

£6,000 per Club or District in any calendar year

with the following limits applicable :• Chains/jewels of office, bars and medals -

£2,500 per item

• Any other item - £1,000.

REGALIAThe Main Exclusions are :• Theft from unattended vehicles, unless the

items are left out of sight in a locked boot or locked glove compartment.

• Loss or damage to trailers whilst being towed.

• Loss or damage to trailers stored in the open.

• Loss or damage to works of Art, Paintings etc.

Officer and Club Indemnity

• Royal & Sun Alliance• Wrongful act• Wrongful trading - £500,000 including costs• Fidelity cover - £50,000 including costs• Need higher cover? Get Advice....

PROPERTY

BUT IT SHOULD BE REMEMBERED that Cover for increased Sums Insured & Limits and protection in respect of all Excluded Items, can of course be arranged by RIBI’s Insurance Brokers – see booklet “Insurance & the Rotary Club” for their full details.

………………….and finallyIf any problems seek advice from an

Insurance Adviser It is better for all to be safe than

sorryRIBI’s Insurance Brokers – Sutton Winson Ltd are there to help and the RIBI Finance Staff and Committee have access to get

help if it is required

INSURANCE

THANK YOU

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