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    Working With Your Foundation Team

    Uploaded by

    Mahi Mahiuddin Palash
    This document provides best practices for organizing a district Rotary Foundation committee, including subcommittee structures and responsibilities. It discusses setting up a zonal team and district foundation committee structure, with subcommittees for grants, stewardship, PolioPlus, fundraising, and optional subcommittees. It also addresses organizing foundation committees at the individual club level and effective communication between district and club committees. Tools for communication include meetings, emails, and social media. The document provides guidance on maximizing Rotary Central, including setting goals and using reports. Key resources for communicating about the foundation include the Rotary website and zonal/district leaders.

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    © All Rights Reserved
    Download as PPT, PDF, TXT or read online from Scribd

    Working With Your Foundation Team

    Uploaded by

    Mahi Mahiuddin Palash
    42 views45 pages
    This document provides best practices for organizing a district Rotary Foundation committee, including subcommittee structures and responsibilities. It discusses setting up a zonal team and district foundation committee structure, with subcommittees for grants, stewardship, PolioPlus, fundraising, and optional subcommittees. It also addresses organizing foundation committees at the individual club level and effective communication between district and club committees. Tools for communication include meetings, emails, and social media. The document provides guidance on maximizing Rotary Central, including setting goals and using reports. Key resources for communicating about the foundation include the Rotary website and zonal/district leaders.

    Original Description:

    Team Structure Model for a service giving organization

    Original Title

    Working With the Team

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    This document provides best practices for organizing a district Rotary Foundation committee, including subcommittee structures and responsibilities. It discusses setting up a zonal team and district foundation committee structure, with subcommittees for grants, stewardship, PolioPlus, fundraising, and optional subcommittees. It also addresses organizing foundation committees at the individual club level and effective communication between district and club committees. Tools for communication include meetings, emails, and social media. The document provides guidance on maximizing Rotary Central, including setting goals and using reports. Key resources for communicating about the foundation include the Rotary website and zonal/district leaders.

    Copyright:

    © All Rights Reserved
    Download as PPT, PDF, TXT or read online from Scribd
    Download as ppt, pdf, or txt
    42 views45 pages

    Working With Your Foundation Team

    Uploaded by

    Mahi Mahiuddin Palash
    This document provides best practices for organizing a district Rotary Foundation committee, including subcommittee structures and responsibilities. It discusses setting up a zonal team and district foundation committee structure, with subcommittees for grants, stewardship, PolioPlus, fundraising, and optional subcommittees. It also addresses organizing foundation committees at the individual club level and effective communication between district and club committees. Tools for communication include meetings, emails, and social media. The document provides guidance on maximizing Rotary Central, including setting goals and using reports. Key resources for communicating about the foundation include the Rotary website and zonal/district leaders.

    Copyright:

    © All Rights Reserved
    Download as PPT, PDF, TXT or read online from Scribd
    Download as ppt, pdf, or txt
    of 45

    WORKING

    WITH YOUR
    FOUNDATION
    TEAM

    BEST PRACTICES
    FOR ORGANIZING
    THE DISTRICT ROTARY
    FOUNDATION
    COMMITTEE

    KEY DISCUSSION POINT

    01

    What is the zonal team


    structure and what will be the
    foundation committee
    structure of your district
    organization?

    ZONAL TEAM

    RESPONSIBILITIES OF
    THE DRFCC

    RESPONSIBILITIES OF
    THE DRFCCcontd.

    RESPONSIBILITIES OF
    THE DRFCCcontd.

    RESPONSIBILITIES OF
    THE DRFCCcontd.

    DISTRICT
    ORGANIZATION

    GRANT
    SUBCOMMITTEE

    GRANT
    SUBCOMMITTEEcontd.

    STEWARDSHIP
    SUBCOMMITTEE

    STEWARDSHIP
    SUBCOMMITTEEcontd.

    POILOPLUS
    SUBCOMMITTEE

    FUNDRAISING
    SUBCOMMITTEE

    OPTIONAL
    SUBCOMMITTEES
    Rotary
    Peace
    Fellowship
    Major
    Gifts

    Scholarship

    Endowment
    Fund

    Vocational
    Training
    Team

    OPTIONAL
    SUBCOMMITTEES
    Annual
    Fund
    EREY

    PHS
    Coordinator

    Major
    Donor

    EREY
    Every Rotarian, Every Year aims to engage
    every Rotary club member in the lifechanging programs of our Rotary Foundation.
    The purpose of the EREY initiative is to:
    Encourage every Rotarian to participate in
    a Foundation program every year
    Encourage every Rotarian to personally
    contribute to the Foundations Annual
    Fund every year

    PHS
    Coordinator
    PHF is a TESTED GIVER.
    Having an active Paul Harris
    Society can ensure long-term
    growth in annual per capita
    contributions and secure more
    funds coming back to your
    district year after year.

    WAYS TO START AND


    CULTIVATE A SUCCESSFUL PHS

    1
    2
    3
    4
    5
    6

    Ask one or more volunteers to serve as dedicated district Paul Harris


    Society coordinators.
    Working with PHS coordinators, arrange for a PHS membership
    charter event and ongoing annual recognition events.
    Actively manage your PHS membership database, tracking new
    members and ongoing contributions.
    Be sure to present membership certificates, the PHS insignia,
    and a thank-you letter from the district governor at
    membership events. A successful event will automatically
    attract new members.
    Use district Foundation presentations in August and
    September for promoting the PHS year round.
    Follow up annually. Thanking your supporters is a key
    element to helping ensure their recurring support.

    WHAT WE USUALLY
    IGNORE?

    KEY DISCUSSION POINT

    02

    What will be the


    structure at each
    individual club?

    SUPPORTING CLUB
    ROTARY FOUNDATION COMMITTEES

    Should ensure every club has a


    Rotary Foundation committee,
    train those committees, and
    encourage clubs to
    increase awareness of the Foundation.

    SUPPORTING CLUB
    ROTARY FOUNDATION COMMITTEEScontd.
    To raise clubs understanding of the Foundation, suggest that they:
    Devote time to the Foundation at club meetings, especially during
    November, which is Rotary Foundation Month.
    Work with the club or district public relations committee to inform
    local media of newsworthy Foundation activities.
    Invite Foundation alumni to participate in club events & projects.
    Plan a community event to raise funds for and to promote the
    Foundation.
    Recognize Rotarians and others who have performed
    outstanding service or made significant financial
    contributions to The Rotary Foundation.
    Encourage clubs to seek Rotary Peace Fellow
    candidates.

    Club Level
    Structure
    Foundation
    Committee
    Chair
    Giving

    Grants
    Other Optional Sub
    Committees

    Programs

    KEY DISCUSSION POINT

    03

    How the communication &


    coordination will be in
    between district & club
    foundation committees?

    STANDARD PROCESS
    District
    Governor
    District Foundation
    Committee Chair
    District Sub
    Committees

    Assistant
    Governors
    Club President
    Club Foundation
    Committee

    FOR EFFECTIVE RESULTS


    District
    Governor
    District Foundation
    Committee Chair
    Assistant
    Governors

    District Sub
    Committees
    Club President
    Each Individual
    Club Member

    Club Foundation
    Committee

    KEY DISCUSSION POINT

    04

    What are the


    communication tools
    we can use?

    COMMUNICATION TOOLS

    Meeting
    Skype
    Letter
    Discussion
    Email
    Facebook
    Phone Call
    Twitter
    Conference Call
    Viber
    Messaging

    KEY DISCUSSION POINT

    05

    How to maximize
    Rotary Central?

    WHO CAN
    ENTER GOALS?

    CLUB LEVEL

    DISTRICT LEVEL

    President
    Secretary
    Treasurer
    Foundation Chair
    Membership Chair
    Executive Secretary

    District Governor
    *Assistant Governors
    Committee Chairs
    Executive Secretary

    GOAL SETTING IN ROTARY CLUB CENTRAL

    USEFUL REPORTS
    Reports

    Your personal Donor History Report


    Club Fundraising Analysis
    Club Recognition Summary (CRS)
    EREY, Sustaining Member, and Paul Harris Society Eligibility
    Report

    PolioPlus Contribution Report

    CLUB FUNDRAISING ANALYSIS


    5 Rotary year dashboard of Annual Fund goals, giving and recognition totals
    Use to set goals which are submitted through Rotary Club Central

    Club Recognition Summary

    Recognition amount

    Combination of cash contributions and Foundation recognition points received


    (points do not count towards Major Donor recognition)
    Maximum amount that can be shown on the report is 9,000 (PHF +8)
    Foundation recognition points

    Can be transferred to other individuals to help them achieve PHF recognition


    Points accumulate 1:1 for every dollar contributed to Annual Fund, PolioPlus Fund or
    global grant
    Rotary Direct

    Participating in Rotarys recurring giving program

    EREY Eligibility Report


    Provides recognition eligibility (ie: date achieved for current & prior Rotary year)

    Every Rotarian Every Year

    Contribute any amount to the Annual Fund


    Sustaining Member

    Contribute at least US $100 to the Annual Fund


    Paul Harris Society

    Contribute at least US $1,000 to Annual Fund, PolioPlus Fund or global grant

    Secret Codes
    94 en - Multiple Donor Form
    102 en - Recognition Transfer Request

    The Rotary Foundation Multiple Donor Form

    Paul Harris Fellow Recognition Transfer Request Form

    KEY DISCUSSION POINT

    05

    What & Who are the


    Key resources to
    communicate?

    THROUGH THE WEB


    shop.rotary.org
    www.rotary.org
    www.endpolio.org

    ZONAL LEADERS
    RRFC
    E/MGA
    ARRFCs
    EPNZC

    DISTRICT LEADERS
    DISTRICT GOVERNORS
    DRFCC
    DGSCC

    THANK
    YOU

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