The Rotary Foundation
2013 CLTS
Outline
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TRF Giving
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Administrative Tools
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Recognition
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TRF Programs
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TRF Calendar
Why The Rotary Foundation?
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Our name is Rotary International
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Rotary Club monitor “on the ground”
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Tough reporting and checking system
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Charity Navigator’s highest (4-star) rating
Annual Programs Fund
Earnings pay for
TRF
administration
YEAR 1
YEAR 2
YEAR 3
SHARE
District Designated Fund (DDF)
World Fund
Annual Programs Giving
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Unrestricted
Determines club per capita, EREY, and
Sustaining Member status
Determines availability of funds for TRF
programs 3 years hence
Tips for making giving easy
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Recurring/automated giving: ROTARY
DIRECT
Promoting giving by club dues option
Annual Programs Giving
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Education
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Foundation Thoughts
September District Foundation Seminar
November is Foundation Month—Plan Now
Speakers and Club Programs
District Foundation Newsletters
Questions
PDG Donna Phillips
District Annual Giving Chair
Rotary Club of Rappahannock-Fredericksburg
ziarkowd@yahoo.com
Questions
PDG D. R. Butler
District Major Gifts Chair
Rotary Club of Mount Vernon
dbutle64@aol.com
Paul Harris Society:
What is it?
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Recognizes individual donors who
pledge $1,000 to Annual Fund-SHARE
each year they are financially able
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Certificate and PHS “wings” to each donor
Clubs with 4 or more PHS members
receive a PHS banner
180 PHS members now
Goal: 250 members
Growing PHS Members
in Your Club
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Lead by example—most people want to
follow a leader who walks the walk
Educate members where the money goes—
100% to support our Service Above Self
Approach other club leaders and ask them
to join with you
Announce to the club & seek
the buy-in of other members
PHS Resources
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District 7610 PHS web page:
http://www.rotary7610.org/2012PHS.html
 PHS Brochure
 Membership Declaration
Questions
DGN-D Scott Mills
District Paul Harris Society Chair
Rotary Club of Great Falls
smills@eblg.com
703.282.5725
Endowment Fund
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Formerly known as the Permanent Fund
Principal never spent; only the earnings
Outright Gifts (cash, securities, real
estate, tangible personal property)
Life Income Agreements (annuities,
trusts)
Bequests (specific, residual, contingent)
Questions
Steve Gresham
District Endowment Fund Chair
Rotary Club of Alexandria
SGresham@nilesbolton.com
Administrative Tools
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Member Access—RI Website
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Monthly Contribution Report (MCR)
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Club Recognition Summary (CRS)
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EREY Eligibility Report
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Donor History Report
Administrative Tools
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Global Contribution Form (Form 123-EN)
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Recognition Transfer Form (Form 102EN)
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Multiple Donor Form (Form 094-EN)
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Rotary Direct Form (Form 712-EN)
Administrative Tools
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Member Access—RI Website
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Go to www.rotary.org and click on
“Member Access” at top right
Enter your user name (e-mail address)
and password (if you do not have one
or forgot it, click the appropriate box
and a password will be sent to your email address within a few minutes)
Click “Sign-in”
Administrative Tools
Monthly Contribution Report (MCR)
Administrative Tools
Club Recognition Summary (CRS)
Administrative Tools
EREY Eligibility Report
Administrative Tools
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Donor History Report
In Member Access—”View Your Contribution
History”, then “Individual Reports”
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Donor Overview
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Recognition (MD, BS, PHF, PHS Eligible, EREY, SM)
Gifts (APF, Polio, Permanent Fund cash, Other Restricted,
pie chart)
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Bequest Society, Benefactor Commitments
Transaction Detail
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Contributions/Transfers
Administrative Tools
Contribution Form (Form 123-EN)
Administrative Tools
Recognition Transfer Form (Form 102-EN)
Administrative Tools
Multiple Donor Form (Form 094-EN)
Administrative Tools
Rotary Direct Form (Form 712-EN)
Individual Recognition
(TRF)
Paul Harris Fellow - $1,000+
Major Donor - $10,000+
Individual Recognition
(TRF)
Benefactor - $1,000+
Bequest Society - $10,000+
Individual Recognition
(District)
Triple Crown
• Paul Harris Fellow
• RF Sustaining Member
• Benefactor
Paul Harris Society - $1,000+/year to APF
Recognition Points
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Purpose: Allow one person to give, but
another to be recognized
One point earned for each dollar given
“Recognition Level”: Can be mixture of your
dollars and another’s points to you
Shows in column 4 of your Club Recognition
Summary (CRS)
PHF multiple level based on this mixture
Only dollars count toward Major Donor status
Club Recognition
100% EREY Club
• $100+ Club Per Capita
• 100% Members Give Something to
APF as of June 30
100% Sustaining Member Club
• $100+ Club Per Capita
• 100% Members Give $100+ to
APF as of June 30
100% Paul Harris Fellow Club
• 100% Members are Paul Harris
Fellows as of Any Given Date
Club Recognition
Top 3 Per Capita Giving Clubs
Membership Impact
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“Start” number (July 1 membership)
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Never changes during year
Used to determine club’s per capita giving
“End” number (June 30 membership)
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TRF makes name-by-name check
Used to determine 100% EREY and 100%
Sustaining Member clubs (see EREY
Eligibility Report for club status)
Pitfalls abound! Keep donations current
with new members
Club Recognition
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TRF Elements in 2013-14 RI Presidential
Citation (do 4 activities from the list of 9 below; do 5 for the
Citation with Distinction) (March 31 deadline)
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(required) Participate in a service project
related to one of the Areas of Focus
Submit Foundation goals to Rotary Club
Central
Support PolioPlus by a community fund
raiser, OR by a public awareness campaign
Be a 100% EREY club on March 31
Club Recognition
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TRF Elements in 2013-14 RI Presidential
Citation (continued) (March 31 deadline)
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Be a 100% Sustaining Member club on
March 31
Have at least one member contribute to the
Endowment Fund
Have at least 10% of members enroll in
ROTARY DIRECT
Participate in a Global or Packaged Grant
Sponsor or support a Rotary Peace Fellow
Club Recognition
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TRF Elements in 2013-14 Governor’s
Citation (do 3 activities from the list of 4 below; do all 4 for the
Citation with Distinction) (May 31 deadline)
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Achieve $200 per capita APF; all contribute
Contribute at least $2000 to PolioPlus
Contribute at least $500 to Rotary Peace
Centers, OR at least one member attends
Rotary Peace Center Conference
At least 10% of members attend District’s
Rotary Foundation Seminar
TRF Programs
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Humanitarian
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District Grants (DG)
Global Grants (GG)
PolioPlus
Educational
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Vocational Training Teams (VTT)
Rotary Peace Fellowships
Global/District Scholarships
Areas of Focus
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Peace and Conflict Resolution/Prevention
Disease Prevention and Treatment
Water and Sanitation
Maternal and Child Health
Basic Education and Literacy
Economic and Community Development
TRF Programs
District Grants
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Formerly known as District Simplified
Grants
2012-13: 17 projects approved involving
35 clubs; typically $1000 per club
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Total DSG amount disbursed, $44,696
Total club contributions, $9,300
Total other contributions, $15,520
TRF Programs
District Grants
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District Grants fund smaller, short-term
activities that address needs in both local
community and communities worldwide.
To apply for a District Grant, submit your
funding request directly to district (not
TRF; see district website for details).
Districts may use up to 50 % of their
District Designated Funds to receive one
“block” District Grant annually.
TRF Programs
District Grants
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2013-14: 25 projects submitted from 44
clubs; typically $2000 per club
Total requested amount, $74,000
Only one application per club allowed
Clubs often partner to increase overall
grant size
Questions
Joe Akkara
District Grants Chair
Rotary Club of Falls Church
jaakkara@aol.com
TRF Programs
Global Grants
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Formerly known as Matching Grants
Foundation matches club (0.5 to 1)
and/or district (1 to 1) funds for project
Requires international partner (host club)
2012-13: 13 projects approved or
pending; window closed March 31
2013-14: grant sizes increase; budgets
must exceed $30,000
Action Items for Global
Grants
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Determine if your project meets one of the
six Areas of Focus
Locate, contact, and confirm a quality
international Rotary club (host club)
Establish funding procedures (breakdown of
how grant will be paid for); talk to
international district AND club to determine
their ability to contribute (host district DDF?)
Establish multiple points of contact within
the responsible host club for redundancy
Due Diligence for Global
Grants
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Keep Rotary International and District
informed
Keep reports up to date
Keep lines of communication between
all parties open
Due Diligence – may require traveling
to project sites
Review NGO or third party work and
credibility if they are participants
Questions
Andrew Wade
Global Grants Chair
Rotary Club of Dulles International Airport
andrewdwade@gmail.com
TRF Programs
PolioPlus
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Gates grant match complete, but
eradication isn’t finished
“We’re this close!”
Still endemic in three countries:
Pakistan, Afghanistan, Nigeria
India polio-free!
Clubs still have polio goal to finish job
Finish the Fight
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PolioPlus Contributions: Support
distribution of vaccine and community
awareness of immunization benefits.
The Problem:
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In past years, clubs were inspired to
contribute to the PolioPlus campaign.
Incoming club presidents concerned that
members won’t contribute at same levels.
How can clubs build on 2012-13 momentum
to encourage contributions next year?
Wild Poliovirus Cases
Year-to-date
2013
Year-to-date
2012
Total in 2012
Globally
27
53
223
Endemic
countries
26
50
217
Non-endemic
countries
1
3
6
Total cases
Polio This Week
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In Pakistan, last wild poliovirus type 3 (WPV3)
case in Asia occurred April 18, 2012.
In Somalia, the first case (WPV1) of polio
since 2007 was reported April 18, 2013.
Team there now doing genetic testing to find
origin; will also hold 3 NIDs vaccinating over
350,000 children under the age of 5.
Globally, WPV3 transmission is at lowest level
ever recorded. Over past six months, only
one case due to this strain was reported
worldwide (in Nigeria).
Polio This Week
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Global Vaccine Summit was held April 24-25,
2013 in Abu Dhabi, hosted by Abu Dhabi
Crown Prince, Bill Gates, and the UN GeneralSecretary.
Summit endorsed critical role that vaccines
and immunization play in saving lives and
protecting children from preventable diseases
such as polio.
Leaders pledged $4 Billion of the $5.5 Billion
needed!
Questions
Colleen Bonadonna
District PolioPlus Chair
Rotary Club of West Point
cblens@cox.net
TRF Programs
Vocational Training Teams
 Formerly Group Study Exchange (GSE)
 2012-13: GSE with Australia D9465
 2013-14: Entirely open; could be:
 One-way “GSE look-alike” comes here
 One-way VTT goes in connection with grant
 Significantly increased flexibility
 No age restrictions
 Rotarian leader plus Rotarian/non-Rotarian
mix of members
 Flexible duration
TRF Programs
Vocational Training Teams
 Tied to Area of Focus
 Thrust: More vocational training, less
sightseeing and social; oriented to
specific mission
 Find own partner if want exchange
 Worked as grant; budget determines
type
 Over $30,000: Global Grant
 Under $30,000: District Grant
Questions
PDG Andy Turner
District VTT Co-Chair
Rotary Club of Mount Vernon
aturner33@verizon.net
Michelle Peters
District VTT Co-Chair
Rotary Club of Bailey’s Crossroads
meeshyp419@gmail.com
TRF Programs
Rotary Peace Fellowships
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International Studies in Peace and
Conflict Resolution
Master’s degree program
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50 fellows selected per year
Study at one of five Rotary Peace Centers
(USA, England, Japan, Australia, Sweden)
Professional development certificate
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3 months intensive study - Thailand
2 cohorts of 25 fellows each per year
TRF Programs
Rotary Peace Fellowships
2013-2014 Calendar - Tentative
 Applications for programs starting in 2015-16
 May 4, 2014 – Applications to sponsor clubs
 May 18, 2014 – Applications to District chair
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June 2014 – District applicant interviews
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With club endorsement
District forwards nominations to TRF by July 1
Nov-Dec 2014 – TRF notifies candidates of
results
TRF Programs
Rotary Peace Fellowships
Resources and Contacts
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District Chair, Rotary Peace Fellows Program
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lesterp@verizon.net
703.628.8346
Rotary Website www.Rotary.org Rotary Peace Centers
Rotary Peace Fellowships Brochure (084-EN)
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Lester Schoene
http://www.rotary.org/RIdocuments/en_pdf/084en.pdf
Rotary Centers for International Studies Alumni Brochure
(092-EN) http://www.rotary.org/RIdocuments/en_pdf/092en.pdf
Rotary World Peace Fellowship Application (083-EN)
Program Guide for Rotarians (085-EN)
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http://www.rotary.org/RIdocuments/en_pdf/085en.pdf
Questions
Lester Schoene
District Rotary Peace Fellowships Chair
Rotary Club of Annandale
lesterp@verizon.net
TRF Programs
Scholarships—Key Points
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Offer more options than before
Are an integral part of the grant
process
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Global Grant
District Grant
Use an online application process
Global Grant Scholarships
Global scholarships are intended to
provide sustainable, high impact
outcomes in one of Rotary’s six Areas
of Focus
Global grant scholars are individuals
who are pursuing a career in one of
these areas
Global Grant Scholarships
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Graduate level
One to four years
Must be related to a TRF Area of Focus
Must study abroad
Must be accepted for admission
Must pass TRF approved language test
International Sponsor (Club or District)
Host Sponsor (Club or District)
Global Grant Scholarships
“New” Responsibilities
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Develop criteria & process for selection
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Develop publicity campaign
Select scholar(s)
Contact Host District TRF Chair
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www.rotary7610.org/2013ScholarGrants.html
Describe scholarship details
Introduce scholar(s)
Request designation of host Rotarian
Apply to Foundation for Grant
Develop a budget with scholar(s)
Global Grant Scholarships
Funding
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DDF funds half ($15k) *
TRF World Fund provides half ($15k)
OR
Club(s) provides cash ($20k)
TRF WF provides 50% match ($10k)
Develop budget(s) with scholar(s)
*From year approved
Global Grant Schedule
Procedural Step
Clubs submit application to District Scholarship Chair.
District interviews all Global Scholarship applicants.
Date
15 September 2013
2 November 2013
Obtain partner district(s) in the country(ies) of study.
NLT 15 November 2013
Prepare online application w/ host district & applicant.
3 Nov 2013 to 15 Jan 2014
Submit online application for TRF approval.
15 January 2014
Scholar(s) attend Rotary Zone 33 Orientation.
Mid-January 2014
Scholar(s) obtain required travel documents (visa(s),
etc.)
Arrange for transportation to country(ies) of study
NLT 1 May 2014
NLT 15 June 2014
District Grant Scholarships
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No restrictions on
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Level (university or graduate)
Length of study
Area of study
Location of study
District determines
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Criteria for award
Selection process
Amount of award (≤ $15k)
How to publicize availability
Questions
Joe Luquire
District Scholarship Chair
Rotary Club of Bailey’s Crossroads
jwluquire@earthlink.net
Grant Stewardship
Stewardship is the responsible
management and oversight of grant
funds, including:
 Rotarian supervision
 Financial records review
 Oversight of funds
 Reporting irregularities
 Timely submission of reports
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Qualification
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Requirements
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Attend a grant management seminar
Submit signed club MOU
Maintaining Qualification
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Follow terms of club MOU
Appoint club member/committee to
manage club qualification
Fully implement stewardship practices
to prevent misuse of funds
Financial Management Plan
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Bank account for funds
Distributing funds
Use checks/bank cards to track funds
Detailed ledger
Include local laws
Document Retention
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Provide access
Retain for a minimum of five years
Make copies
Conflict of Interest
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Exists when a Rotarian benefits
financially or personally from a grant
Benefit can be direct (the Rotarian
benefits) or indirect (an associate of
the Rotarian benefits)
Questions
PDG Travis White
Foundation Stewardship Chair
Rotary Club of Burke
traviswhite@cox.net
TRF Calendar
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May 12, 2013
June 11, 2013
June 15, 2013
July 1, 2013
September 15, 2013
September 28, 2013
November 2, 2013
November 23, 2013
January 1, 2014
March 31, 2014
May 1, 2014
Peace Fellow Applications
Peace Fellow Interviews
Final District Grant Applications
Global Grant Window Opens
Global Scholar Applications
District Foundation Seminar
Global Scholar Interviews
District Foundation Banquet
District Grant Progress Reports
District Grant Applications
District Grant Final Reports
PDG Chuck Davidson
District Rotary Foundation Chair
Rotary Club of Springfield
chuck.nita@cox.net