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Permanent Fund Committee for Taiwan, Hong Kong and Macau 5th November 2007, San Want Hotel Taipei, Taiwan RRFC Dens Zones 4B, 2005-08 Review of Fund Development Volunteers Structure, Purpose, Training, Communications, Job Responsibilities: RRFCs, MGAs, SAs, RFACs Slide 2 Fund Development Volunteer Slide 3 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 Harriss death in 1947- US$1 million 18 International Graduate Scholarships 1957 the Foundation began recognition of individuals as PHFs. 1965 Group Study Exchange program. Matching Grants projects 1978 Health, Hunger and Humanity (3-H) Grants program 1985 For Rtns, peace is more than a word. Its a philosophy. PolioPlus program was launched in 1985. The Rotary Foundation Milestones in Building Better Lives The Rotary Foundation History Slide 4 Fund Development Volunteer 2007 2007 Regional Rotary Foundation Coordinators' Institute 3-9 March The Doubletree Hotel, Skokie, USA Slide 5 Fund Development Volunteer History 2001-02 The structure of three senior volunteer leaders : 1.Regional Rotary Foundation Coordinator (RRFC) 2.Annual Program Fund Strategic Advisor (APFSA) 3.Major Gift Advisor (MGA)2005-06 To expand this structure to all zones and districts. Fund Development Volunteer Slide 6 The Structure of Senior Volunteer Leaders RRFC APFSAMGARFAC DG DGE Assistant Governor DRFCC AGSCC Fund Development Volunteer Foundation Alumni Resource Group (FARG) Rotary Foundation Alumni Coordinator (RFAC) Slide 7 Fund Development Volunteer Annual Programs Fund Strategic Advisor ( APFSA ) or (SA) 2005~08 SA Zone 4B: PDG Archi D3500, 2003~04 Slide 8 Fund Development Volunteer Annual Programs Fund Strategic Advisor ( APFSA ) or (SA) Functions: To promote the EREY message and to raise the Annual Programs Fund. To provide a link between RRFC Rotary Foundation staff District Leadership 1 SA (every 8 to 10 districts) Slide 9 Fund Development Volunteer Responsibilities Under the leadership of the RRFC, the SA shall: Lead by example Promote the EREY-APF messageEREY-APF message Monitor monthly fundraising progress Works with the Major Gifts National Advisor Completes the quarterly priority task list US$ 388,100 Slide 10 Fund Development Volunteer Works with district leadership on an ongoing basis to: Promote the annual giving EREY message setting appropriate APF goals; to develop and maintain strong fundraising committees Seek one major donor Challenge Gift /district Create awareness about the RFSM and TRF-DIRECT Donations programs; Ensure -no non-contributing clubs / district Encourage 100% participation Slide 11 Fund Development Volunteer MAJOR GIFTS ADVISOR (MGA) 2005~08 MGA Zone 4B: PDG Gleaner D3510, 2002~03 2007~08 MGA Zone 4B: PDG Color D3520, 2003~04 Slide 12 Fund Development Volunteer MAJOR GIFTS ADVISOR (MGA) Functions: To promote and raise major gifts To provide a link between RRFC Rotary Foundation staff District Leadership 1 Major Gift Advisor (every 8 to 10 districts) Slide 13 Fund Development Volunteer Lead by example Assist RRFCs in promoting major gifts, Bequest Society and Benefactor commitmentsAssist RRFCs in promoting major gifts, Bequest Society and Benefactor commitments Personally identify, cultivate and solicit major gifts Monitor monthly fundraising progress Provide regular progress reports to RRFCs and Foundation staff as requested. Responsibilities US$ 401,000 Slide 14 Fund Development Volunteer Train and work closely with district leadership on an ongoing basis. Promote the Two Needs, Two Ways of Giving message at meetings; setting enhanced fund development goals, to develop and maintain strong fundraising committees Seek at least one major gift / district to identify, cultivate, and solicit at least 12 major gift prospects every year; Plan cultivation and stewardship events Slide 15 Fund Development Volunteer Foundation Alumni Resource Group (FARG) The goal of RFACs is To make Foundation alumni integral to Rotary, To consider alumni as potential Rotary club members and as potential contributors to TRF, to use alumni as effective advocates for the programs of TRF. Rotary Foundation Alumni Coordinator (RFAC) Slide 16 Fund Development Volunteer Rotary Foundation Alumni Coordinator (RFAC) 2005~08 RFAC Zone 4B: PDG Jason & Rebecca D3450 To identify and implement tools to include the alumni into Rotary that will provide a true ROI. 2007~08 RFAC Zone 4B: PDG Legal D3480 Slide 17 Fund Development Volunteer Support and encourage district alumni subcommittees: to develop a strategic plan for improving alumni activities to work with The Rotary Foundation Alumni Section to work closely with the district scholarships, GSE, Rotary Centers, grants, and Rotaract subcommittees Create and distribute a monthly newsletter Help organize district and multidistrict orientation seminars for Ambassadorial Scholars & GSE team members Responsibilities Slide 18 Fund Development Volunteer Work with the RRFC and the zone leadership team Help districts organize specific alumni events Assist in the creation of district or regional alumni associations by alumni associations Encouraging an annual meeting of a district alumni association Integrating alumni association activities with local Rotary activities Integrating alumni association activities with local Rotary activities Encouraging the use of the Internet and other electronic communications to facilitate alumni activities Encouraging the use of the Internet and other electronic communications to facilitate alumni activities Slide 19 Fund Development Volunteer Encourage alumni for Rotaract /Rotary club membership Encourage alumni to contribute financially to TRF Encourage alumni to participate in club and district service projects to maintain a speakers bureau. Help coordinate alumni activities at regional and international meetings. Encourage alumni and DASC chairs to submit articles for publication Give presentations on Foundation alumni to Foundation seminars, fundraising events, or other TRF events. Slide 20 Fund Development Volunteer Regional Rotary Foundation Coordinator (RRFC) Functions To serve as a key volunteer resource To serve as a vital link between Rtns and the Secretariat. To be concerned with the promotion of TRF actively work in support of Rotary goals To be responsive to requests by the Trustees and the General Secretary. providing the most effective training possible to all Rotarians. Slide 21 Fund Development Volunteer Plan, promote and conduct a Regional Rotary Foundation Seminar annually. Responsibilities Slide 22 Fund Development Volunteer Assist district governors and their Foundation committees to plan district or multi-district Rotary Foundation seminars. DateDistrict Location Total Participants 2007/07/283520 NTUH International Convention Center 250 2007/07/293470National Chiayi University150 2007/08/043500Kainan University250 2007/08/123510 National University of Kaohsiung 180 2007/08/183460Typhoon250 2007/08/253480The Grand Hotel318 2007/09/083490 Taipei County Government 180 2007/09/153450DGs Office100 Slide 23 Fund Development Volunteer Train existing district leadership 2007 TRF DLTS, Zone 4B / May 26, 2007 San Want Hotel, Taipei 6Trainers 7 DGEs 10 DGNs 5 DRFCCs 14 DRFSCCs 2 SAA 44 Participants Slide 24 Fund Development Volunteer Conduct special sessions on the Foundation at Rotary Institutes. Jakarta Rotary Institute 2006, zones 4B,6B,7B Workshops I & Workshops II 2007 Kuala Lumpur Rotary Institute, zones 4B,6B,7B- 30 November to 02 December 2007 Workshops E Slide 25 Fund Development Volunteer To communicate and promote the work of TRF to Rotarians and non-Rotarians around the world. Assist the Trustees and the General Secretary. WWW.rotary2000.org 5,500 Email Address Slide 26 Fund Development Volunteer Support DGE -district Foundation goals Actively support district leaders to achieve their program goals to achieve their fund-raising goals Work with the Permanent Fund Advisors Provide assistance, guidance and support to District leaders. Serve as a Foundation information resource Conduct zone-level training for DGEs Complete reports Slide 27 Fund Development Volunteer RRFC Club Corner WWW.rotary2000.org 5,500 Email Address Slide 28 "None of these things would have been possible without you. You are truly the face of Rotary: humanity in motion. And I thank you for all that you have done in the name of Rotary." THANKYOU Slide 29 Fund Development Volunteer Slide 30 THANK YOU RRFC Dens Zones 4B, 2005-08