RLI Graduate Course Session 1 - Rotary Leadership Institute

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RLI Graduate Course Session 1 - Rotary Leadership Institute

RLI Graduate CourseRotary Leadership Institute of Zones 31–32“The Home Division”Northeastern USA, Bermuda and Parts of Eastern CanadaSession 1 — The Rotary FoundationRLI–1


RLI Graduate CourseTable of ContentsSession 1 — The Rotary FoundationQuestion Sheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5Faculty Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-10The Rotary Foundation Flow Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11SHARE: How It Works. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Contribution Forms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13–15District Simplified Grant. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16–19Matching Grant Application Instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-21Matching Grant Application Form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22-30Financial Stewardship for Humanitarian Grants. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31-32Foundation Recognition Points. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33Session 2 — Membership and Membership IssuesQuestion Sheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28-30Faculty Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31-35Generation Characteristics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36-40Shenendehowa Rotary Club Mentoring Worksheets . . . . . . . . . . . . . . . . . . . . . . . . . 41-43Rotary Membership Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44Phoenix Rotary Club 100 Survey . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45-50Session 3 — Rotary and EthicsQuestion Sheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51-55Faculty Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56-63The Rotary Code of Ethics for Businessmen of All Lines (1915) . . . . . . . . . . . . . . . . . . 64Declaration of Rotarians in Business and Professions (1989) . . . . . . . . . . . . . . . . . . . . . 65Object of Rotary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65The Four Way Test . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66RI Mission Statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66RLI–2


RLI Graduate CourseSession 1 — The Rotary FoundationQUESTION SHEETThe purpose of this course is to stimulate conversations, answer questions and generate a sharperrecognition of the workings and programs of the RI Foundation. It should NOT be a seminar where theinstructor/facilitator does all the talking.What are some of the perceptions about the Foundation in your club or district?Why do you think most Rotarians are confused about the RI Foundation?Why is understanding the Rotary Foundation and what it does important?If you were to set up a Foundation—what things would you need to have?What is the state goal or mission statement of the RI Foundation?What are the three major goals of the RI Foundation as outlined in the mission statement?Review Flow Chart SlideWhere does the Foundation raise its funds? The Income side of the FoundationWhat are the different types of recognition noted by the Foundation for the levels of contributionsmade to the Foundation?RLI–3


How can we find a partner club to assist us with our projects?What are some of the ways an individual, club or district can raise funds for the RotaryFoundation?What are some of the ways an individual, club or district can increase awareness or participationof Rotarians in the Foundation?How can you learn about these programs and their guidelines?What are Foundation Recognition Points?When does a contributor start accumulating points?In Part 2 of the session, students should be familiar with the Foundation Forms1. Contribution Form2. Review Criteria for a District Simplified Grant3. Review Matching Grant ApplicationsLet’s look at the application form for a District Simplified Grant.Let’s look at the application form for a Matching Grant.Review Stewardship responsibilitiesWhat are the reporting responsibilities for Foundation requests?RLI–5


How does the Annual Fund work?1. Figure derived from the clubs by the DG2. Becomes part of the SHARE program3. At the end of 3 years a portion comes back to the districtHow does the Restricted Fund work?1. Money is “Restricted” for a specific program or projecta. Polio Plusb. Polio Partnersc. Donor Advised Fundd. Disaster Reliefe. MemorialsHow does the Permanent Fund work?1. Only interest is used — no principle. Interest credited to World Fund unless2. Contributors note the interest be credited to a district’s annual giving campaign or designatedfunds.For larger contributions to the Foundation, what types of program will the Foundation develop?1. Trusts — what are these2. Charitable Remainder Trusts — what are these3. Property — how does the foundation handle gifts of property4. Life Insurance — how does the Foundation handle gifts of LI5. Securities6. EndowmentsDo you need to be an expert in developing these methods of giving?1. NoWhat should you do if a situation involving a large contribution or estate planning techniqueis identified?1. Notify the District Foundation Chair2. Notify RIWhat is the SHARE program of the Annual Giving Fund?1. Mechanism that allows contributions made by a district to be returned back to the district atthe end of 3 years2. These funds can be allocated by the District Foundation team to several different areas.The facilitator may have to go into depth about how the SHARE program works and answerquestions. The SHARE program is one of the major areas of confusion among Rotarians. Thefacilitator will need to be fully versed in this program and have a functioning knowledge on how toexplain it.RLI–8


The SHARE Slide — How It Works may help the students understand how the process works.What is the World Fund and how does it operate?1. It is the general fund that RI uses to fund its activities2. 50% of a district’s total Annual Program funds raised 3 years prior are credited back to thedistricts3. Funds are used for matching grants, GSE, Peace programs, polio, etc.What is the World Community Service program?1. Projects involve 2 Rotary clubs in different counties who join together on a communityproject.2. It is NOT part of the Rotary Foundation, however, many of the projects are eligible forFoundation funding.What are the 3 criteria of a World Community Service project?1. Must be humanitarian in nature2. Rotarians in 2 or more countries must be involved3. One of the participating countries must contain the site of the projectHow can we find a partner club to assist us with our projects?1. List the project in the WCS Project Exchange2. Work with partners that are developed from GSE, Ambassadorial Scholar, Youth Exchange,Friendship Exchange, international meetings3. American Clubs can often find international partners for local projects that might be eligiblefor Foundation fundingWhat are some of the ways an individual, club or district can raise funds for the Rotary Foundation?1. Hold fund raisers specifically for the Foundation2. Become part of EREY, sustaining member or Paul Harris Fellow yourself3. Talk to other Rotarians about the need to contribute and support the Foundation4. Make a club contribution to the Foundation a line item in the budget5. Seek out and ask other non-Rotarian, corporations, institutions, trusts or Foundations to makecontributions6. Educate individuals about the Estate planning benefits of giving to the RI FoundationWhat are some of the ways an individual, club or district can increase awareness or participationof Rotarians in the Foundation?1. Personally give to the foundation2. Organize and attend club or district seminars on the Foundation3. Visit the RI web site4. Ask the Club or District Foundation chair to periodically give information regarding theFoundation to the club or district5. Invite the Zone or Area Foundation coordinators to speak at clubs, districts, or PETS,assemblies or conferences6. Wear the Paul Harris or other Foundation pins.RLI–9


How can you learn about these programs and their guidelines?1. The RI web site2. The application forms3. The Club or District Foundation Committee Chairs4. The Zone or Area CoordinatorsWhat are Foundation Recognition Points?1. Accumulated in two ways:a. When a donor makes a cash contribution to the Annual Program Polio Plus orApproved Matching Grantb. When points are transferredWhen does a contributor start accumulating points?1. It is one point for every cash dollar given AFTER 1,000 points have been credited to anindividual.Example: a Rotarian has been made a Paul Harris Fellow by the combination of $500.00cash and 500 points transferred from his club. That individual the following year sends in acheck for $1,000.00. Because this was a cash contribution, his account in credited with 1,000Foundation Points, which allows them to name another Paul Harris, by transferring thosepoints to the new person.In Part 2 of the session, students should be familiar with the Foundation Forms1. Contribution Form2. Review Criteria for a District Simplified Grant3. Review Matching Grant ApplicationsLet’s look at the application form for a District Simplified GrantLet’s look at the application form for a Matching GrantReview Stewardship responsibilitiesWhat are the reporting responsibilities for Foundation requests?RLI–10


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SHARE: How It Works2007-08 2008-10 2008-09 2009-10 2010-11Funds Raised Money Held Fund Planning March 31, 2009 DDF-Credited($100,000) at Rotary Decisions Made District Simplified July 20210International ($50,000) Grant Request Due ($17,000)DGN Red ($100,000) DGE Red DG RedMarch 1, 2009 Oct. 1, 2009 Scholars TravelScholarship Pledge Scholarship Aug.-Oct. 2010($23,000) Application ($23,000)DG Green (07-08)DGE Blue (08-09) District Simplified GrantDGN Brown (09-10) check sent July 2010DGND Red (10-11) ($10,000)Total $50,000RLI–12


District Simplified GrantReport InstructionsComplete and return toThe Rotary Foundation1560 Sherman Avenue, Evanston, IL USAFax : 847 866 9759, Email : grants@rotaryintl.orgProgress reports are required every 12 months, and a final report is required within twomonths of the full expenditure of grant funds.If the original DSG award exceeded $25,000, an Independent Financial Review is alsorequired every 12 months, and within two months of the full expenditure of grant funds.Keep a copy of each report for your records, along with receipts for all expenditures, for aperiod of at least 3 years following closure of the grant.Do not send receipts to TRF unless requested.If DSG funds were used to fund more than one project, complete a copy of the IndividualProject Report for each project.For consistency purposes, please use only one currency for the whole report. Normally thiswill be your country’s currency.Per Trustee policy, attach a bank statement and mark the entries that relate to the DistrictSimplified Grant.For final reports: If there is less than US$200 remaining, please spend it on eligible items. Ifthere is more than US$200 remaining, it must be returned to TRF for credit back to theDistrict’s DDF account.If a project clearly demonstrates Rotarian involvement and is worthy of publication, you maychoose to complete an RI Newstip Form, available on the RI website at www.rotary.org.Please attach action photos showing the beneficiaries or showing active Rotarianinvolvement.RLI–16


District Simplified GrantReport to The Rotary FoundationComplete and return toThe Rotary Foundation1560 Sherman Avenue, Evanston, IL USAFax : 847 866 9759, Email : grants@rotaryintl.orgCumulative Grant Information(boxes expand as you type)District Simplified Grant Number:Sponsoring District:Reporting Period From To Progress report Final reportDistrict-Level Questions1. Describe the process that district leaders used to choose projects and distribute DSG funds.2. Provide an account of lessons learned by implementing this grant, and how the lessons learnedwill improve future grant-funded projects.3. How has your district been impacted as a result of this DSG? Check all that apply.Involvement of Rotarians in our District inhumanitarian grants has increased.Annual giving in our District has increased.Our District’s awareness of the needs in ourcommunity has increased.Our District’s international Rotary networkshave been strengthened.Club membership in our District has increased.Participation in a District Simplified Grant has notchanged our District in any significant way.4. Given your experience, please provide any suggestions you believe would improve DSGs.Financial Summary (please use one currency throughout the report)5. District Simplified Grant funds received6. Interest earned on DSG funds7. DSG funds distributed to Individual Projects*8. DSG funds remaining in the district accountCurrencyAmount*Please complete the attached summary of individual projects.9. Per Trustee policy, a bank statement must be included with this report that supports financialtransactions. Please mark the entries that relate to the District Simplified Grant.For final reports, if there is less than US$200 remaining, please spend it on eligible items.If there is more than US$200 remaining, it must be returned to TRF for credit to the District’s unallocated DDF.10. On behalf of the District Rotary Foundation Committee, I certify that these District Simplified Grantfunds were spent in accordance with the Terms and Conditions of District Simplified Grants Awardand Acceptance. Receipts of all expenditures will be maintained for at least three years followingclosure of the grant in case of audit.District Rotary Foundation Committee Chair Name:DRFC Chair Signature :Date:RLI–17


11. Summary of Individual ProjectsWith each report to TRF, provide a summary of the grant funds distributed to individual projects andspent on project-related expenditures. Please ensure that the funds spent relate directly to IndividualProject Reports submitted to TRF.# Rotary Club Project DescriptionDSG FundsDistributedDSG FundsSpentTotal DSG Funds Distributed & Spent to dateRLI–18


District Simplified Grant # Individual Project Report #To be completed by Rotarians. Return this form to your District.Rotary Club:Project Title:Progress ReportFinal ReportProject Description1. Briefly describe the project. What was done, when and where did project activities take place, andwho were the beneficiaries?2. How many Rotarians participated in the project?3. What did they do? Please give at least two examples.4. How many non-Rotarians benefited from this project?5. What are the expected long-term community impacts of the project?6. If a cooperating organization was involved, what was its role?Financial Report (District must retain receipts of all expenditures)7. Income Amount1. District Simplified Grant funds received from the District2. Other funding (specify)3.Total Project Income8. Expenditures (please be specific and add lines as needed)1.2.3.4.5.6.7.Total Project Expenditures9. By signing this report, I confirm that to the best of my knowledge these District Simplified Grantfunds were spent only for eligible items in accordance with Trustee-approved guidelines, and that allof the information contained herein is true and accurate. Receipts for all grant-funded expenditureshave been provided to the district.Certifying SignatureDate:Print name, Rotary title, and clubRLI–19


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