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ANDTHENMUTEYOURMICROPHONE!PleasenoteweareRECORDINGthiswebinar

TheRotaryFoundation

BestPracticesforClubFoundationChairs

March29,2017MartyPeakHelman,DistrictFoundationChair

PeterJohnson,AnnualGivingChair

OURWEBINARWILLBEGINAT6:00PLEASEINTRODUCEYOURSELF

ANDTHENMUTEYOURMICROPHONE!PleasenoteweareRECORDINGthiswebinar

Ifyouhavequestionsduringthewebinar,typethemintothe“chat

box”andwewilltrytoaddressthemattheend.

March29,2017MartyPeakHelman,DistrictFoundationChair

PeterJohnson,AnnualGivingChair

TheRotaryFoundationBestPracticesfor

ClubFoundationChairsMarch29,2017

MartyPeakHelman,DistrictFoundationChairPeterJohnson,AnnualGivingChair

TheRotaryFoundationisthe501c3thatfundsthegoodworksRotarydoesthroughouttheworld.Includes:

§  AnnualGivingtotheWorldFund(donationscounttoward

PHF,MajorDonorcredit)§  PolioPlus§  TheRotaryEndowment(previouslycalledPermanentFund)

WeareNOTtalkingaboutaclub’suniquecharitablefund!

Definition:TheRotaryFoundation

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*  ServiceprojectsaretheessenceofwhypeoplegetinvolvedinRotary.*  ROIisremarkable:Through“matching”programs:*  Districtgrantfundseasilydouble.*  GlobalGrantfundstypicallyreach2.5timestheclub’s

cashinvestment.

WhyGetInvolvedinTheFoundation?

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*  Ensuretheclubis“qualified”toparticipateingrant-making*  EducateclubmembersaboutTheRotaryFoundation*  Promotecontributions*  Promotegrant-making*  Participatein/promoteDistrict-wideFoundationevents

What’sYourRole?

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Inordertomanagemoneydonatedforcharitablepurposes,TheRotaryFoundationandDistrictrequire

thefollowingbedoneANNUALLY:1.  AminimumoftwomembersmusttaketheGrants

ManagementSeminarmodules(three20-minutemodules,available24/7onrotary.org’sLearningCenter).MustbedonebyApril30,2017.

2.  YourPresident-electandeitheryouorthevicepresidentmustread,signandbepreparedtoimplementtheMOU(availableonRotary7780.org’sFoundationmicrosite).

CLUBQUALIFICATION

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3.EstablishagoaltosupporttheAnnualFundandpostitonRotaryClubCentral(rotary.org’sMyRotary)•  ReviewClub’spastgivingon“ClubAnalysisReport”•  DiscussgoalwithyourPresident-electandtheBoard

4.  AppointaClubFoundationChairand“assign”themtothatroleonClubCentral.Note:BestpracticescallfortheClubFoundationChairtobe:*  afairlyregularmeetingattendeeinordertopromoteThe

FoundationandgiveFoundationMoments*  WellrespectedwithintheClub*  AnadvocateforTheFoundationandadonortoTheFoundation

MoreonCLUBQUALIFICATIONs

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5.  ClubmustbecurrentonallInternationalandDistrictduesandbeingoodstandingwiththeDistrictandRotaryInternational.

6.  ClubmustbecurrentonallDistrictandFoundationgrantreporting(financialandcloseout).

DeadlinetocompleteGrantManagementmodules:April30,2017

Deadlineforallotherrequirements:June1,2017.

MoreonCLUBQUALIFICATIONS

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EDUCATE

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EnsurethatyourClubFoundationChair(orother)giveaweekly“FoundationMoment”duringHappyDollars.SourcesforFoundationMomentsinclude:§  TheRotarianmagazine§  Rotary.orgnewsletters(goto“NewsandMedia”toselecttheonesofmostinteresttoyou)

§  Rotary7780.org§  Districtnewsletter§  Clubmembers

Educate

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PlanonaminimumfourFoundationprogramsperyear§  OverviewandAnnualGiving(MartyandPeter)§  PolioPlus(LawrenceFurbish)§  RotaryPeaceCenters(Marty)§  GlobalGrantsunderdevelopmentinneighboringclubs§  DistrictGrantsrecentlycompletedinneighboringclubs§  AskClubmemberstosharewhytheygivePromotethespendingandthegivingwilltakecareofitself!

Educate

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FUNDRAISE

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*  AnnualGiving/WorldFund*  Thisisthefundthatclubpresidentsaretaskedtosetagoal*  ThisisthefundthatgoestoEREY/SustainingMembers/PHFs*  ThisisthefundthatdirectlyresultsinDDFfunds“returned”to

theDistrictforDistrictgrants,etcetera.*  PolioPlus*  TheclubisaskedtosetagoalforPolioPlusaswell*  Allclubsareaskedtogive$1500peryear

*  Endowment--fundscomeinmostlythroughPlannedGivingandMajorGifts(previouslycalled“PermanentFund”)

Fundraising--Towhichfund?

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HowtogetthemoneytoTheRotaryFoundation§  RotaryDirect§  On-linegiving§  Checkwriting

Fundraise–How?

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MakesureboththeClubanditsmembersestablishspecificgivinggoals

§  BethefirstintheclubtodonateandaskClubPresident

andBoardtosetpersonalgoalsaswell.§  HonorPHFsandhonormultiplePHFsevenmore.

((“Theneedneverendsandneithershouldthegiving.”))§  EnsurethatClubincludesTheRotaryFoundationasaline

itemonitsbudget.((BoththeClubANDitsmembersshouldgive.))

KeepTheRotaryFoundationtop-of-mindinyourclub.

Fundraise–Leadbyexample

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Promotemembergivingthrough:

§  Pledgecard(Portsmouthclub)§  RotaryQuartets(Bathclub)§  Includedonationinweeklymealormembershipbill(Exeterclub)

§  Club“match”tomemberdonationsupto$X(BoothbayHarborclub)

§  GiveHappy/saddollarstoTRF(OxfordHillsclub)

Fundraising–How?

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IfthedonordoesNOTgiveonline,makesurehe/shegets“credit”forthedonation.§  Fillout“multipledonorform”ifmorethanonecheckismailedtoTheRotaryFoundation.

§  “Multipledonorform”and“singledonorform”arebothavailableonhomepageofDistrictwebsiteaswellasonrotary.org

Fundraise–MakethoseDonationCount!

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*  Newmembers–needtoeducate*  Ongoinggivers–needtoremindandhonor*  Longtimememberswhonevergave–needtoeducateinmorecompellingway*  Longtimememberswhohavestoppedgiving–needtofindoutwhy*  PotentialMajorDonorsandBequestSocietymembers–askforsupportfromDistrict

Fundraise:WhoaretheProspectives?

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EducateANDFundraise

AtoneofthoseFoundationprograms…Organizeapotluck/BYObaglunchandcollectmealmoneyforTheRotaryFoundation.

Photo:RIgeneralsecretaryGeorge

MeanswithcheckssentbyRotariansinlieuofmealsin1961.

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PROMOTESPENDING

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*  GlobalGrants–large,multiyeargrantstypicallyinvolvingmorethanonecluborDistrictinUS,pairedwithaclubinadevelopingnation.*  DistrictGrants–smallclub-basedprojectsthatarecompletedwithinRotaryyear.

LearnaboutbothviaGrantManagementModulesonRI’sLearningCenter:learn.rotary.org

PromoteSpending:Grants

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PromoteDistrictandGlobalGrantsPromoteDistricteventsin2017-18:*  October21,2017:Clubeventstocommemorate

WorldPolioDay*  November10,2017:By-Invitation-OnlyeveningwithPastRIvicepresidentJenniferJones•  February23,2018:“FrugalFeast”in

commemorationofWorldUnderstandingandPeaceDayatWoodford’sChurch,Portland

SUPPORTFOUNDATIONEVENTS

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*  Foundation“microsite”onDistrictwebsite(drop-downtab)*  2017-18RotaryFoundationGrantsfolder(snail-mailedto

firstpersonineachclubwhocompletesgrantsmodules)*  ClubFoundationCommitteeManual(downloadfrom

rotary.org;searchfor226E-en)*  RotaryFoundationFacts2016(searchfor159-en).*  Reportsonrotary.org’sFoundationpages:*  ClubFundraisingAnalysis*  ClubRecognitionSurvey

Resources

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MartyHelman,DistrictFoundationChair:martyrotary@gmail.comPeterJohnson,AnnualGivingChair:peter.johnson@ubs.comLawrenceFurbish,PolioPlusChair:lkfurbish@me.comMaeBradshaw,GlobalGrantsChair:maebradshaw@comcast.netBettyHughes,DistrictGrantsChair:esh1508@myfairpoint.net

WheretosendgrantsapplicationsandMOUs:grants@rotary7780.org

Resources–DistrictFoundationCommittee

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*  Saturday,April8:DistrictAssembly,USMinPortland*  OpenQ&AonGlobalandDistrictgrants–bringyour

questions!

Rememberthedeadlines:*  April30–lastdaytotakeonlineGrantsManagementSeminar!*  June1–deadlineforapplyingforDistrictGrantviagrants@rotary7780.org

UpcomingTrainingandDeadlines

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Questions?

MartyHelmanDistrictFoundationChair

PeterJohnsonAnnualGiving

Chair

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