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

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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