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Rotary FoundationRotary FoundationFund Development and Fund Development and
SHARESHARESession 7
DGTM Chapter 6
0900 - 1030
GOVERNORS-ELECT TRAINING SEMINAR28TH November 2007 (Wednesday)
INTRODUCTIONINTRODUCTION
(10 MINUTES)
RRFC DensRegional Rotary Foundation Coordinator Zones 4B, 2005-08
Wei Lin “Dens” ShaoWei Lin “Dens” ShaoPDG,1999~2000PDG,1999~2000D3520D3520
Sixth RI President Arch C. Klumph established The Rotary Foundation as an endowment in 1917.
The Rotary Foundation was formally named in 1928 and awarded its first grant in 1929
Following Paul Harris’s death in 1947- US$1 million18 International Graduate Scholarships
1957— the Foundation began recognition of individuals as PHFs.
1965 - Group Study Exchange program.Matching Grants projects
1978 -Health, Hunger and Humanity (3-H) Grants program
1985—For Rtns, peace is more than a word . it’s a philosophy.PolioPlus program was launched in 1985.
The Rotary Foundation— Milestones in Building Better Lives
Th
e Ro
tary Fo
un
datio
nT
he R
otary F
ou
nd
ation
HistoryHistory
Learning ObjectivesLearning Objectives
1. Understand Foundation resources.
2. Understand fund development and SHARE responsibilities.
3. Develop district and zone teams to fulfill fundraising duties and goals.
0910
YOUR YOUR FOUNDATION FOUNDATION RESOURCESRESOURCES
(10 MINUTES)
Your Regional Rotary Your Regional Rotary Foundation CoordinatorsFoundation Coordinators
Zones 4B- RRFC 'Dens’ Wei Lin Shao
Zones 6B- RRFC Krishnan V Chari
Zones 7B- RRFC Gil E. Divinagracia
0920-7
RRFC ResponsibilitiesRRFC Responsibilities
Promote financial supportPromote financial support for the
Foundation.
Promote programs support Promote programs support for the
Foundation.
Train Rotarians Train Rotarians about the Foundation.
0920-6
How Can How Can RRFCsRRFCs Help? Help?
0920-5
How RRFCs Can HelpHow RRFCs Can Help
RRFCs are available to Answer Foundation-related questions Help you develop a Foundation seminar Serve as a speaker at any Foundation
function Provide Foundation-related information
0920-5
What other resources can What other resources can help you with your help you with your
Foundation Foundation responsibilities?responsibilities?
0920-4
What other resources can help you with your Foundation responsibilities?
Trustees of The Rotary Foundation
District Rotary Foundation chair and subchairs
Foundation staff
The RI Web site
Assistant governors
0920-3
Your Zone TeamYour Zone Team
Regional Rotary Foundation Coordinator (RRFC)
Annual Programs Fund strategic advisers (SA)
Major Gifts advisers (MGA)
Rotary Foundation alumni coordinator (RFAC)
0920-2
History—History—
Fund Development VolunteerFund Development Volunteer2001-022001-02 The structure of three senior volunteer
leaders :1. Regional Rotary Foundation Coordinator
(RRFC)2. Annual Program Fund Strategic Advisor
(APFSA) 3. Major Gift Advisor (MGA)
2005-062005-06 To expand this structure to all zones and
districts. 0920-1
The Structure of Senior Volunteer Leaders The Structure of Senior Volunteer Leaders
Assistant GovernorAssistant Governor
DRFCCDRFCC
AGSCCAGSCC
Foundation Alumni Resource Group (FARG)
Rotary Foundation Alumni Coordinator (RFAC)
RRFCRRFC
APFSAAPFSA MGAMGA RFACRFAC
DG DG
DGE DGE
Understanding Understanding SHARESHARE
(20 MINUTES)
Understanding Understanding SHARESHARE
SHARESHARE transforms Foundation contributions
into Ambassadorial Scholarships, Matching
Grants projects, Group Study Exchanges,
and more.
0940-9
Would someone please Would someone please describedescribe
SHARESHARE to the group? to the group?
0940-8
SHARE:SHARE: The Three-Year Cycle The Three-Year Cycle
The Foundation uses contributions for program activities three years after funds are collected.
The three-year cycle gives districts time for program planning and participant selection.
The Foundation uses earnings from SHARE’s investment cycle to pay for administration and fund development.
0940-8-1
SHARE:SHARE: How it Works How it Works
Year 1 Year 2 Year 3 DDF & World Fund2008-09 2008-09
2011-12 2011-12
0940-8-2
What is the What is the DDFDDF??
0940-7
What is the DDF?What is the DDF?
DDistrict DDesignated FFund
• 50 percent of district’s total money for Annual Programs Fund raised three years earlier
• Available for district use
0940-7
What is the What is the
World FundWorld Fund??
0940-6
What is the World Fund?What is the World Fund?
The other 50 percent of district’s total money for Annual Programs Fund raised three years earlier
Used for the Foundation’s matching funds in Matching Grants, Volunteer Service Grants, 3-H Grants, and to send out Group Study Exchange teams
0940-6
As district governorAs district governorWhat are your What are your
SHARESHARE Responsibilities?Responsibilities?
0940-5
SHARESHARE Responsibilities Responsibilities
As district governor, you will be responsible for
Raising funds to invest into SHARE
Working with your team to plan how the DDF will be used during your year in office
Preparing your district for your successor’s year by completing necessary applications
0940-5
What are some of your What are some of your other other SHARESHARE
Responsibilities?Responsibilities?
0940-4
Other SHARE ResponsibilitiesOther SHARE Responsibilities
Working with the district Rotary Foundation committee
Appointing a district Rotary Foundation committee chair, if necessary, or working closely with the current chair
Ensuring that all available money in the District Designated Fund is allocated during your year as governor
0940-4
Would someone please Would someone please describedescribe
SHARESHARE Planning Planning to the group?to the group?
0940-3
SHARESHARE Planning Planning
District Rotary Foundation committee
District Rotary Foundation committee chair
District governor
0940-3
How does your district How does your district
involve involve clubsclubs in in the allocation of the DDF?the allocation of the DDF?
0940-2
How will you work with How will you work with your your district’s Foundation district’s Foundation
committee committee (DRFC)(DRFC) ??
0940-1
FUNDRAISINGFUNDRAISING
(15 MINUTES)
What are your fundraisingWhat are your fundraisingresponsibilities?responsibilities?
0955-6
Fundraising ResponsibilitiesFundraising Responsibilities
Work with clubs toto set fundraising goalsset fundraising goals. Work with the district Rotary Foundation
committee to plan the use of the DDFto plan the use of the DDF. Promote EREYEREY at club visits. Promote stewardshipstewardship of Rotary Foundation
funds. Express appreciation Express appreciation for contributions
made by clubs and individuals.
0955-6-1
Fundraising for Fundraising for The Rotary FoundationThe Rotary Foundation
Contributions support the programs of The Rotary Foundation and are
vital to the ability of our organization to do good in the world
0955-6-2
Would someone please Would someone please describedescribe
Annual Programs FundAnnual Programs Fund to the group?to the group?
0955-5
Annual Programs FundAnnual Programs Fund
Supports Foundation programs
Vital to the Foundation’s role today
Contributions earn Paul Harris Fellow
Recognition
Contributions support EREYEREY initiative
0955-5
What are clubs in your What are clubs in your district doingdistrict doing
to support EREY?to support EREY?
0955-4
How many of you have How many of you have clubs in yourclubs in your
district that do not district that do not contribute to TRF?contribute to TRF?
0955-3
How will you encourage How will you encourage these clubsthese clubs
to start giving?to start giving?
0955-2
Would someone please Would someone please describedescribe
Permanent FundPermanent Fund to the group?to the group?
0955-1
Permanent FundPermanent Fund
Contributions support long-term sustainability of the Foundation.
It supports Foundation programs.
Contributors include Benefactors and Bequest Society members.
It’s key to the Foundation’s role in the future.
0955-1
DEVELOPING DEVELOPING YOUR TEAM TO YOUR TEAM TO
MEETMEETFUNDRAISING FUNDRAISING
GOALSGOALS(25 MINUTES)
2007-08 Annual Programs Fund Goal2007-08 Annual Programs Fund Goal
Annual Programs Fund goal for 2007-08:
US$120 millionUS$120 million
1020-5
Would someone please Would someone please describedescribe
Strategies for Goal SettingStrategies for Goal Setting to the group?to the group?
1020-4
Strategies for Goal SettingStrategies for Goal Setting
Discuss club goals with incoming club presidents early (before PETS).
Encourage clubs to set their club goals higher than the previous year.
Collect Club Goal forms during PETS.
Monitor clubs’ progress toward their goals.
1020-4
How will you monitor How will you monitor clubs’ progressclubs’ progresstoward goals?toward goals?
1020-3
What else can you do to What else can you do to reach your reach your
Rotary Foundation annual Rotary Foundation annual giving goal?giving goal?
1020-2
Study clubs’ past giving.
Ask every member to participate.
Ask major donors to match small donations.
Reaching your Rotary Foundation Reaching your Rotary Foundation annual giving goalannual giving goal
1020-2
Divide participants into groups Each group to assign one person to present
the group’s ideas Refer to the Foundation resources- earlier in
the session. Group Reports
Group DiscussionGroup Discussion
1020-1
Working with Your TeamWorking with Your Team
1. Who will you work with to set and achieve Foundation goals for your district?
2. Who will you work with to increase contributions to the Annual Programs Fund?
3. Who will you work with to identify Rotarians capable of donating major gifts to the Permanent fund?
4. Who will you work with to monitor your district’s progress toward goals?
1020-1
Regional IssuesRegional Issues
1.070.1.1.070.1.
Appointment and Term of Appointment and Term of
District Rotary Foundation Committee Chair District Rotary Foundation Committee Chair
(DRFCC)(DRFCC)
the Rotary Foundation Code of Policy the Rotary Foundation Code of Policy
1025-5(5 MINUTES)
Appointment and Term of DRFCCAppointment and Term of DRFCC
DRFCC shall be appointed for a three-year termthree-year term, subject to removal for cause.
Any removal for cause must have the Trustee the Trustee chairman’s prior approvalchairman’s prior approval.
The DG (if selected) scheduled for each of the years of the three-year term for the DRFCC will participate in the selection of the DRFCC.
This selection should take place and be reported to TRF no later than 1 March1 March.
Districts will not have access to DDFs until the DRFCC is appointed.
1025-4
Relationship betweenRelationship betweenthe DG and DRFCCthe DG and DRFCC
The position of DRFCC is a position of a position of responsibility and not a position of powerresponsibility and not a position of power.
11stst Duty Duty-With the direct leadership of DG, the chair works with the committee to plan, coordinate and evaluate all district Foundation activities.
DRFCC serves as a member of the DG’s teama member of the DG’s team. The DG serves as an ex-officio member ex-officio member of the
committee with full voting rights. DG appoints all of the district subcommittee chairs DRFCC is appointed for a three-year term,
renewable for an additional three-year term.renewable for an additional three-year term.1025-3
Regarding the subject of Regarding the subject of removal for causeremoval for cause
It is best for districts to be able to resolve differences at the district level.
If the issue is raised to the Foundation level— there are no guarantees that the DG will be supported.
It is best if these conflicts are resolved at the district level.
1025-2
Select a new DRFC chairSelect a new DRFC chair
subject to the agreement of the governors for whom the chair will serve during the three year assignment.
The current DRFC chair may be reappointed but it must be for a three-year term and agreed to by the governors the chair will serve.
Zone 4B D3470 Zone 6B D3270Zone 4B D3490 Zone 6B D3280Zone 4B D3500 Zone 7B D3790Zone 4B D3520 Zone 7B D3810
1025-1
REVIEWREVIEW
(5 MINUTES)
Resources
Member Access Publications www.rotary.org www.rotary2000.org ( for Chinese Rtns) The staff at The Rotary Foundation
Zones 4B- RRFC 'Dens’ Wei Lin Shaio Zones 6B- RRFC Krishnan V Chari Zones 7B- RRFC Gil E. Divinagracia
1030-2
1. Understand Foundation resources.
2. Understand fund development and
SHARE responsibilities.
3. Develop district and zone teams to fulfill
fundraising duties and goals.
Review of Learning ObjectivesReview of Learning Objectives
1030-1
THANK YOUTHANK YOUTHANK YOUTHANK YOU