District 6360
Session 2
Friday Morning

• Rotary Leadership Institute
• Club Vision Facilitation Program

• The Rotary Leadership Institute (RLI) is a multidistrict, grassroots leadership development program of member districts organized into regional divisions in various parts of the world.
• RLI seeks to have Rotary Clubs in its member districts identify those Rotarians who appear to have the potential for future club leadership (not necessarily as club presidents) and provide those so identified with a quality education in Rotary knowledge and leadership skills so important in voluntary organizations.

• Rotary Club Visioning started seven years ago in the Midwest of the United States as Rotarians volunteered their skills as planners and facilitators to lead a group of Rotarians from a club other than their own in a vision process resulting in operational continuity, consistency and consensus.
• Rotary Visioning has since grown to over 400 trained District level Vision Facilitators delivering this service to their clubs in over 45 Rotary Districts internationally. Our mission states who we are: “Organized, dedicated and trained Rotarians guiding a Rotary club to better envision its future.”

• Haley Rademacher, DeWitt Interact
– Interact club member perspective
– What makes Interact valuable to students?
• Deb Patterson, Portage Rotary
– Rotarian club sponsorship process
– What’s involved in organizing a new Interact club and what makes it worthwhile?

• Matt Lechel, Rotaract Club President
– Rotaract club member perspective
– What makes Rotaract valuable to members?
• Jennifer Lang, Kalamazoo Rotary
– What’s involved in starting up a Rotaract club?
– What makes it worthwhile?

• Develop long-range goals.
• Set annual goals to support long-range goals.
• Involve and inform all club members.
• Open communication in club and with district.
• Ensure continuity in leadership.
• Customize bylaws to reflect club operations.
• Provide regular fellowship opportunities.
• Offer regular, consistent training.

• Strong officers
– Secretary, Treasurer, Committee Chairs
• Reporting
– SAR, Monthly attendance, Officer elections
– Using Member Access
• Budget / Finances
• Bylaws review

• Promotion of District Assembly, training events, District Conference, etc.
• Use Rotary marks and name correctly

• Weekly meetings
– Programs, program chair or committee
– Be prepared with technology
– Backup programs
• Club Assembly
– Quarterly at minimum
– General business discussion, updates, committee meetings

• Board Meetings
– Monthly meeting
– Prepare agenda, minutes
• Approve membership applications
• Manage interests of the club
• Approve budget and expenses
• Align club actions with community needs

• Annual award for outstanding clubs
• Recognizes clubs with balance in all areas

• Preparation Time with your AG and fellow
PEs

District Conference 2010
“Rotary Heroes: The Future of Rotary is in you Hands”
• May 6-8, 2010
• Kalamazoo Radisson Hotel
• “How to” sessions with practical, relevant information
• Outstanding club project success stories
• Project swap meet
• Updates on Rotary International, District and local achievements
• Annual District meeting & voting

• Fun & Fellowship
– Art Hop - First Friday arts & entertainment event
– Iron Chef Competition
– Scotch/wine/chocolate tastings
– High Tea
– Hospitality Suites
– Incoming and Outgoing GSE teams to and from Italy
– Home hospitality opportunities

• District 6360 Budget for 2009-2010
• What a president elect needs to know about District and Rotary International
Finances.

• District 6360 for Semi-annual Dues – Jul 1 and Jan 1 - $16.50 per member in FY 2010 = $33/yr
• District 6360 for RYLA Camp (paid with reservation in
May/Jun), Advanced Training Program (Mar), or College
Mentoring Program (Oct) – fees change every year
• District 6360 for next March PETS – Nov 1 - $185
• RI for Semi-annual Dues – Jul 1 and Jan 1 - $24.50 per member (new members pro-rated monthly) in FY 2010 plus
$6 for magazine = $61/yr NOTE: the invoice is part of the
Club Secretary’s Semi-Annual Report of members’ names and addresses and needs some coordination between the
Secretary and Treasurer and signature by the Club President.

•
• Rotary clubs are non-profit 501 (c) (4) tax exempt organizations for federal and state income tax purposes.
Donations to clubs are not charitable tax deductions. Rotary clubs must file an IRS Form 990 - Return of Organization
Exempt from Income Tax for each fiscal year.
• The federal tax return for fiscal year ending June 30, 2009 is due November 15, 2009. Clubs with gross revenues less than or equal to $25,000, file the email Form 990N. Clubs with gross receipts greater than $25,000, but less than or equal to $1,000,000 file Form 990EZ.
•
• Rotary clubs may or may not be exempt from Michigan Sales and Use Taxes depending upon what they are buying and for what purpose.

• Foundations are non-profit 501 (c) (3) tax exempt organizations for federal and state income tax purposes. Donations to foundations are charitable tax deductions. Foundations must file an IRS Form
990 - with Schedule A for each fiscal year. There are three foundations you may need to know about, depending on club activities.
•
• Your club may have a separate foundation. Care must be taken to keep activities, funds and bookkeeping separate from club activities.
• District 6360 Foundation – a separate entity associated with District
6360
• The Rotary Foundation – a separate entity associated with Rotary
International

•
•
• Directors and Officers Liability Insurance – your club has $1,000,000/claim, $1,000,000/aggregate coverage, paid for by your district dues. Coverage includes a $15,000 fidelity bond. I recommend that the larger clubs, with more exposure, buy additional fidelity bond coverage, above the $15,000 limit.
General Liability Insurance - your club has
$1,000,000/occurrence, $5,000,000/aggregate coverage, paid for by your RI dues. Coverage includes fire damage, personal injury, liquor liability and auto liability.

• District 6360 is now incorporated!
• CD with:
– Articles of Incorporation approved Annual
Meeting at District Conference 2007, submitted to RI and approved in May 2008
– By-laws to be voted at District Conference
2009
– District Manual of Procedure and District
Leadership Plan to be voted at District
Conference 2009