Rotary Foundation “102” The Rotary Foundation of Rotary International Foundation Workshop...
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Transcript of Rotary Foundation “102” The Rotary Foundation of Rotary International Foundation Workshop...
![Page 1: Rotary Foundation “102” The Rotary Foundation of Rotary International Foundation Workshop October 17, 2009 Districts 7430-7450 Ron Smith, PDG District.](https://reader036.fdocuments.net/reader036/viewer/2022062517/56649edf5503460f94befa6b/html5/thumbnails/1.jpg)
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
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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
![Page 3: Rotary Foundation “102” The Rotary Foundation of Rotary International Foundation Workshop October 17, 2009 Districts 7430-7450 Ron Smith, PDG District.](https://reader036.fdocuments.net/reader036/viewer/2022062517/56649edf5503460f94befa6b/html5/thumbnails/3.jpg)
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
![Page 4: Rotary Foundation “102” The Rotary Foundation of Rotary International Foundation Workshop October 17, 2009 Districts 7430-7450 Ron Smith, PDG District.](https://reader036.fdocuments.net/reader036/viewer/2022062517/56649edf5503460f94befa6b/html5/thumbnails/4.jpg)
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
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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
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Every Rotarian Every Year (EREY)
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Contributions – What & How
Contribution forms Global Multiple Donor Memorial Envelopes
TRF Direct Member Access
Contribution Recognition Summary Rotarian Contribution Record On line contributions
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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
![Page 15: Rotary Foundation “102” The Rotary Foundation of Rotary International Foundation Workshop October 17, 2009 Districts 7430-7450 Ron Smith, PDG District.](https://reader036.fdocuments.net/reader036/viewer/2022062517/56649edf5503460f94befa6b/html5/thumbnails/15.jpg)
Member Access
Member Access can be found on the RI home page, www.rotary.org.
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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)
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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.
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Login Screen
Registration for new users.
Login for returning users.
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Registration: Step 1
The first step is providing the following information:• Email address• Name• Address• Phone Number• Language• Rotary affiliation
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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.
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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.
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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.
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Contribution Recognition Summary (CRS)How to Read…
Joe SmithMary BrownGary JohnsonNancy DrewCole Hammels
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Monthly Contribution Report (MCR)
Smalltown
Metropolis
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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
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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)
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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)
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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
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www.Shop.rotary.org
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Free Literature
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Other Promotion… Education
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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
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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
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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
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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