Rotary New Member Orientation Details and Objectives
Rotary New Member Orientation
1.
The Object of Rotary
2.
Rotary Organization & History
3.
Fort Lauderdale Rotary Club #4444
4.
Fort Lauderdale Rotary 1090 Foundation
5.
Member Expectations
1
http://www.rotaryfortlauderdale.org/
https://www.dacdb.com
http://rotary6990.org/
http://www.rizones33-34.org/
https://www.rotary.org/
Rotary New Member Orientation 10/10/2022
The Object of Rotary
is to encourage and foster the
ideal of service as a basis of worthy enterprise and,
in particular, to encourage and foster
:
•
The
development of acquaintance
as an opportunity for
service.
•
High ethical standards
in business and professions; the
recognition of the worthiness of all useful occupations, and
the dignifying of each Rotarian’s occupation as an opportunity
to serve society.
•
The application of
the ideal of service
in each Rotarian’s
personal, business, and community life
•
The
advancement of international understanding
, goodwill,
and peace through a world fellowship of business and
professional persons united in the ideal of service.
2
High Ethical Standards
Rotary New Member Orientation 10/10/2022
3
R
o
t
a
r
y
C
o
r
e
V
a
l
u
e
s
:
•
F
ellowship
•
Integrity
•
Diversity
•
Service
•
Leadership
Rotary Code of Conduct
•
Use Respectful Language
•
Be Supportive
•
Foster a Welcoming and Inclusive Environment
•
Celebrate Diversity
The Five Avenues of Service
•
Club Service
: Have fun, build lasting friendships, and make
sure that our club functions well.
•
Vocational Service
: Volunteer our professional skills to serve
others and promote integrity in everything we do.
•
Community Service:
Projects and activities each club
undertakes to improve community life.
•
International Service
: Humanitarian needs around the globe
and promote world understand and peace.
•
New Generation Service:
Engage youth and young adults in
leaderships roles.
4
Rotary Organization
Rotary is made up of three parts:
•
Clubs
•
Rotary International
•
The Rotary Foundation
Together, we work to make lasting change in our
communities and around the world.
5
Rotary Organization (1)
6
Members
Clubs
Districts
Zones
1.4 million members worldwide
46,000+ clubs across 220 countries (Club President)
Each club is autonomous, governed by common
constitution and by-laws from Rotary International
Fort Lauderdale Rotary is #4444
Clubs are grouped into 530 districts usually
geographically close. (District Governor)
We are in District #6990 with 48 clubs covering
South Florida and the Bahamas
Districts are organized into 34 regional zones.
(Rotary International Director)
We are in Zone 33&34 covering Mid-Atlantic and
Southeastern United States, the Caribbean, Puerto
Rico, French Guiana, Guyana, and Suriname.
English, French, Dutch and Spanish are primary
languages
Rotary
International
(President & Board of Directors)
Rotary
Foundation
Rotary Organization (2)
7
Rotary
International
The Rotary
Foundation
Organized as a
public charity
operated
exclusively for charitable purposes and
governed by a
Board of Trustees appointed
to 4-year terms by RI president-elect.
The mission is to enable Rotarians to
advance world understanding, goodwill, and
peace through the improvement of health,
the support of education, and the
alleviation of poverty.
Awarded $352M in programs for 2020/2021
Supported by Dues and Contributions
Charity Navigator
Governed by a RI president elected
to a one-year term and a Board of
Directors elected by the clubs every
year at the Rotary International
Convention. Each director serves for
two years and represents two of the
Rotary zones.
The mission is to provide service to
others, promote integrity, and
advance world understanding,
goodwill, and peace through its
fellowship of business, professional,
and community leaders.
Brief Rotary History
1905: The first Rotary club was started in Chicago in by
an attorney named Paul Harris
1910: 16 Rotary Clubs in the United States formed the
National Association of Rotary Clubs
1912: First International Club (London)
1917: Rotary Endowment started
1922: Name changed to Rotary International
1922:
Rotary Club of Fort Lauderdale
1928: Rotary Foundation formally named
1945: Official Consultative status with the UN
8
Fort Lauderdale Rotary Club New Member Orientation Session 1
Fort Lauderdale Rotary Club #4444 Mission & Vision
Mission:
To provide business, professional, and community leaders an
opportunity for service to others in order to benefit our community
and to promote high ethical standards, fellowship, and
goodwill worldwide.
Vision:
The Rotary Club of Fort Lauderdale will continue to be the premier
Service Club for our community's service-minded leaders of all ages,
who enjoy each other's company, have fun working together, and
are committed to the Rotary motto:
"Service Above Self"
9
Fort Lauderdale Rotary Club #4444 History
•
Chartered March 1, 1922 with 15 members
•
Was smallest city to have a Rotary Club (pop 2,000)
•
Started Junior Achievement in 1959
•
Member list has been a “Who’s Who” in Fort Lauderdale
•
125 members (9/19/2022)
Detailed history available at http://www.rotaryfortlauderdale.org
10
Fort Lauderdale Rotary Club Organization (1)
•
The Club is governed by a 13 member Board of Directors
consisting of 8 elected Directors, 4 elected Officers and the
Past-president.
•
Elected Directors serve 2 years, 4 Directors are replaced each
year.
•
Officers are elected for one year (July 1 – June 30) :
–
President (Jaye Abbate)
–
President-elect (Rick Riccardi)
–
Secretary (Dan Rizzi)
–
Treasurer (Fernando Intriago)
–
Past President (Terry Robinson)
•
Normally individuals move up each year to the next office
11
12
•
A nominating committee selects proposed candidates
for the Treasurer and Directors
•
Elections are held in December with the term to start on
the following July 1.
•
The board elects a Sergeant-at-Arms (
Denise Caligiuri
)
•
Executive Director: (
Kimberly Scott
)
https://www.dacdb.com
->home->files->club files->secure files->club
constitution
Fort Lauderdale Rotary Club Organization (2)
Fort Lauderdale Rotary Club Board Members
•
Karen Stevenson (2024)
•
St. George Guardabassi
(2024)
•
Victoria Briggs
(2024)
•
John Aquino (2024)
•
President (Jaye Abbate)
•
President-elect Rick Riccardi()
•
Secretary (Dan Rizzi)
•
Treasurer (
Fernando Intriago
)
•
Past President (Terry Robinson)
Rotary New Member Orientation Session 2
13
•
Lee Anne LeBlanc (2023)
•
Denise Caligiuri (2023)
•
Bill Branan (2023)
•
Linda Cooke (2023)
Fort Lauderdale Rotary Club Required*
Committees
•
Club Administration – (Terry Robinson)
•
Membership- (Linda Cook)
•
Public Image – (Charles Felix)
•
Rotary Foundation - (Fred Anderson)
•
Service Projects- (Jorge Hruschka)
•
Youth and Young Adults Programs - (Jamie Meehan)
•
Scholarship – (Lee Anne LeBlanc)
Rotary New Member Orientation Topics Session 2
14
* Per the bylaws
Fort Lauderdale Rotary Club Membership
Categories
•
Regular Membership
•
New Generation Membership
– for members under 35 years,
exempts attendance requirements*
•
Corporate Membership
– allows an executive and designated
corporate staff or designated guests to attend lunches, socials, and
service projects. *
•
Family Membership
– provides a discounted dues structure for
certain additional family members*
•
Rule of 85 Membership
– exempts from certain rules members
whose age plus years of membership in Rotary exceed 85
•
Honorary Member
– annually elected by the Board of Directors, no
dues or attendance
Rotary New Member Orientation Topics Session 2
15
*new in 2018
Fort Lauderdale Rotary Club Key Projects (1)
Most Projects are funded through the Fort Lauderdale Rotary 1090 Foundation
•
End Polio Now -
Through The Rotary Foundation our club supports an international project
called
Polio Plus
to eliminate Polio and prevent it from ever returning.
•
Rotary Scholarships
– Distributes approximately $50,000 annually to eligible Broward County
high school graduates pursuing higher education and vocational education. Over the past 60
years, almost $3 million has been awarded in direct aid to very deserving students.
•
Rotary Delivers Wheelchairs
- Sponsors the delivery of wheelchairs from the Wheelchair
Foundation to people around the world in need of mobility. Many times this is the first time
the recipient has had any mobility in their lives.
•
Weekly Wheelchairs
– The club dedicates the delivery of a wheelchair, to a person in need of
hope and mobility somewhere in the world, in the name of the guest speaker at the Rotary
Club of Fort Lauderdale’s weekly club meeting
•
Water Projects
- Funds the construction of potable water wells in South Africa and filtration
systems in Kenya. These projects are located at schools which encourage the parents to send
their children to school.
Rotary New Member Orientation Topics Session 2
16
Fort Lauderdale Rotary Club Key Projects (2)
•
Sanitation Project:
Helps with the cost to provide waterless toilets in South Africa
.
•
Thanksgiving Baskets:
Provides full Thanksgiving dinners for needy families in Fort
Lauderdale in collaboration with the First Presbyterian Church of Fort Lauderdale.
•
Challenge Air
–Builds self-esteem in children/youth with special needs through the
exhilaration of riding in a private aircraft, and if they can sit in the co-pilot seat they may hold
the controls once airborne. Annually about 90 children/youth fly from Fort Lauderdale’s
Executive Airport.
•
Power of One Hour
- Improves the physical environment including public spaces and homes
of the needy or incapacitated throughout our community in coordination with the City of
Fort Lauderdale Community Civic Volunteer Corps and the Partnership for the Homeless.
Rotary New Member Orientation Topics Session 2
17
Fort Lauderdale Rotary Club Key Projects (3)
•
Rotary Youth Exchange
– The club supports inbound high school students from other
countries who are selected through a competitive application process to study in the United
States during a year of their high school career; in exchange, American students also spend a
year abroad learning a new culture.
•
Direct grant-in-aid
- funding to local organizations including the Salvation Army, Children’s
Literacy Projects, and other qualified organizations approved by the Rotary Club of Fort
Lauderdale
•
Annual Children’s Toy Drive -
Rotarians provide toys for needy children in Broward County
health care facilities at Christmas.
Rotary New Member Orientation Topics Session 2
18
Fort Lauderdale Rotary 1090 Foundation, Inc.
The Fort Lauderdale Rotary 1090 Foundation was formed to allow
donations to fundraising efforts of the Rotary Club of Fort Lauderdale to
be tax deductible by individual donors.
(1090 was the original Fort Lauderdale Club Number)
A clear distinction exists between:
o
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Rotary New Member Orientation Topics Session 2
19
Fort Lauderdale Rotary 1090 Foundation, Inc. - Charter
•
Mission Statement:
The primary objective of the 1090 Foundation is to
improve the life prospects of Fort Lauderdale area youth.
•
Incorporated
: December, 1972 under IRS Revenue Code Section 501(c)(3)
not for profit corporation
•
Purpose:
To undertake, promote, develop and carry on charitable,
scientific, literary or educational work for the benefit of the general public;
to cooperate with the charitable and educational pursuits of the
Rotary
Club of Fort Lauderdale and Rotary International
; to make distributions,
awards and gifts for such purposes; to receive gifts of cash, securities and
other property and to hold, invest or sell such gifts to fulfill the purposes
of the Corporation.
Rotary New Member Orientation Topics Session 2
20
Fort Lauderdale Rotary 1090 Foundation, Inc. Organization
Rotary New Member Orientation Topics Session 2
21
Members
: All persons who are currently qualified members of the Rotary
Club of Fort Lauderdale.
Board of Trustees:
Seven elected annually by the Members plus the past and
current president of the Fort Lauderdale Rotary Club for a total of nine.
Board Members serve two-year terms staggered with three elected one year
and four the next.
Officers:
•
President (Mike Sanchez)
•
Treasurer (Karen Stevenson)
Officers serve one year term, elected by the Members from the Board of
Trustees. Usually past-presidents of the Fort Lauderdale Rotary Club are
elected to serve.
https://www.dacdb.com
club files
secure files
1090 Articles & Bylaws
Fort Lauderdale Rotary 1090 Foundation, Inc. Funds
The 1090 Foundation allocates its resources into separate Funds,
each of which has a designated purpose:
•
General Fund
•
Endowment Fund
•
Scholarship Fund
•
Projects and Donations Fund
•
Water Projects Fund
In addition, serves as Trustee for the McCrary Trust
Rotary New Member Orientation Topics Session 2
22
General Fund
o
All proceeds from fundraising are deposited into the accounts of the
General Fund. Expenses relating to the fundraising events and
activities are paid for from these proceeds. Administrative expenses
of the Foundation are also paid from this fund.
o
At June 30
th
each year, which is the end of the Rotary fiscal year, the
net proceeds are determined, and the Foundation’s Board of Directors
allocates them between scholarships and community projects and
donations.
o
The Rotary Club of Fort Lauderdale has committees that determine
which students will receive scholarships, which projects are
undertaken, and which charitable organizations will receive donations.
The allocations serve as a limit of how much of each can be done
without specific approval of the Board of Directors of the Foundation.
Rotary New Member Orientation Topics Session 2
23
Endowment Fund
Rotary New Member Orientation Topics Session 2
24
o
Endowment funds have been accumulated over the years from the
Board of Directors of the Foundation designating a percentage of
each year’s fundraising to be set aside as permanent funds.
Individual donors also added to the permanent funds either during
their lifetime or through their wills. The return on the investment of
these endowment funds is currently used to supplement the
fundraising proceeds to provide scholarships and other programs.
o
The endowment fund assets are invested in accordance with an
investment policy statement and investment guidelines adopted by
the Board of Directors of the Foundation. The funds are maintained
by independent investment brokers that invest within the
established investment guidelines. An investment committee
monitors the investments and guidelines and makes
recommendations to the Board.
Endowment Fund (cont’d)
Rotary New Member Orientation Topics Session 2
25
o
Each year the Board of Directors of the Foundation determines how
much of the return on the endowment fund investments will be
transferred to the Scholarship Fund and the Projects and Donations
Fund. Over the past few years, a general policy has been followed that
the transfer will equal approximately 4% of the endowment fund.
o
A reserve for years that do not have a return of at least 4% of the fund
has been set aside within the Endowment Fund so that the Club can
plan based on continuing to receive the 4%.
o
In years when the return is in excess of 4%, the reserve is replenished.
Scholarship Fund
Rotary New Member Orientation Topics Session 2
26
o
The Scholarship Fund holds all funds designated for scholarship
awards.
o
Direct donations received for scholarship purposes are kept separate
from other funds and identified as “donor designated funds” in a sub-
fund named for the donor.
o
Amounts designated by the Board of Directors of the Foundation for
scholarships, that have been allocated in one year and awarded in
the next year are not actually paid until the following year due to the
timing of the process. Funds for the year allocated and for the year
awarded are held in the Scholarship Fund until they are disbursed.
Projects and Donations Fund
Rotary New Member Orientation Topics Session 2
27
o
Amounts designated by the Board of Directors of the Foundation for
community projects and donations to charitable organizations are held in
the Projects and Donations Fund until they are disbursed.
o
The recommendation of specific grants is subject to a formal Grants and
Donations policy which includes an application and approval process
o
Generally, the amounts allocated by the Foundation are disbursed during a
particular year by approval of the Board of Directors of the Rotary Club of
Fort Lauderdale
o
Direct donations for specific projects during the year can also be held in this
account until the project is performed.
Water Projects Fund
Rotary New Member Orientation Topics Session 2
28
o
The Rotary Club of Fort Lauderdale established an international project to
provide potable water in areas of Africa that do not have naturally potable
water or water sanitation facilities.
o
All amounts raised are held in the Water Projects Fund until they are
disbursed.
o
Funds are raised for this project through the internet, our Club’s grants and
cooperation with other Rotary Clubs and other organizations.
o
Current projects include drilling wells and providing individual and
community LifeStraws™ filtering products. We use vendors to implement
the projects.
McCrary Trust
Rotary New Member Orientation Topics Session 2
29
o
In September 2007, the Fort Lauderdale Rotary 1090 Foundation became the
Trustee for a trust that was established by Roy J. McCrary when he died to
provide scholarships for Fort Lauderdale High School students. This trust,
which we identify as the McCrary Trust, is maintained separately from the 1090
Foundation.
o
The McCrary Trust’s return on investment is used for scholarships. The
scholarships are awarded by the scholarship committee of the Rotary Club of
Fort Lauderdale under the same process as the Foundation’s Scholarship Fund
and the additional criteria specified in Mr. McCrary’s will.
Member Expectations
30
Fort Lauderdale Rotary Club new members start with “Red” badges. Upon
completion of the following requirements, they are awarded “Blue”
badges. This is a great way for new Rotarians to learn about and
experience Rotary.
•
Required:
Red Badge Orientation Meeting(s)
Rotary Leadership Institute Part 1
•
Complete 5 of the following:
Serve as Greeter at a regular lunch meeting
Participate in Registration at a regular lunch meeting
Participate in/donate to a major club fundraiser
Participate in a club sponsored community service project
Attend a Club Board Meeting
Attend a regular meeting of another Rotary Club
Attend a District Meeting or R2R Social
Connect with Scholarship Recipient
Fort Lauderdale Rotary Club New Member Orientation Session 1
Member Expectations - Time & Talent
Recommended
•
Attend regular meetings
•
Participate community service projects
•
Serve on at least 1 Non-Fundraising Committee
•
Buy or Sell at least 5 raffle tickets
•
Participate in our fundraising events
–
Get Participants and/or Sponsors for the event
–
Attend the event,
–
Participate as a Committee Volunteer, and/or
–
Acquire at least 1 item for the silent or live auction
•
Participate in Club Social Events
•
Get one new member within six months
31
Fort Lauderdale Rotary Club New Member Orientation Session 1
Member Expectations – Financial
Required
•
Initiation Fee of $ 100
•
Deposit of one quarter of member dues
•
Dues are paid at beginning of each quarter
•
Regular: $280 includes lunch
•
Rule of: $110 + $25 for lunch
•
New Generation: $100 + $25 for lunch
•
Family: Regular + $75 +$25 for lunch
•
Corporate: $2,000/Rotary year includes lunch for up
to three
32
Fort Lauderdale Rotary Club New Member Orientation Session 1
Member Expectations – Financial
Recommended
•
Quarterly donation of $25 ($IOO/yr.) to be a Rotary Foundation
Sustaining Member which leads to becoming a Paul Harris Fellow
when a total of$1000 is donated (all RFSM donations go to the
Rotary International Foundation, Inc. a 501(c)(3) Corp.)
•
Fundraisers
(All net income raised during our fundraisers goes to
the Rotary Club of Fort Lauderdale 1090 Foundation, Inc. a 501(c)(3)
Corp.)
–
Purchase Raffle Tickets
0 to $500
–
Donation of Items to Silent Actions 0 to $1,000++
–
Tickets to Annual Gala
0 to $125/person
–
Social Events
0 to $150+++
–
Successful bids in Gala Auctions $50 to $1000+++
•
Rotary Project Funding and Donations 0-1,000+
Expected
Minimum Annual Cost of membership $1,500 to $2,000
33
The Rotary New Member Orientation provides insights into the core values and objectives of Rotary, emphasizing service, ethical standards, and international goodwill. It covers the history of Rotary, the Fort Lauderdale Rotary Club #4444, and the expectations for members. Key aspects include the Five Avenues of Service, Rotary's organizational structure, and the focus on making positive changes locally and globally. Joining Rotary offers opportunities for personal growth, community engagement, and fostering international understanding.
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Presentation Transcript
Rotary New Member Orientation 1. The Object of Rotary 2. Rotary Organization & History 3. Fort Lauderdale Rotary Club #4444 4. Fort Lauderdale Rotary 1090 Foundation 5. Member Expectations http://www.rotaryfortlauderdale.org/ https://www.dacdb.com http://rotary6990.org/ http://www.rizones33-34.org/ https://www.rotary.org/ 1 Rotary New Member Orientation 10/10/2022
The Object of Rotary is to encourage and foster the ideal of service as a basis of worthy enterprise and, in particular, to encourage and foster: The development of acquaintance as an opportunity for service. High ethical standards in business and professions; the recognition of the worthiness of all useful occupations, and the dignifying of each Rotarian s occupation as an opportunity to serve society. The application of the ideal of service in each Rotarian s personal, business, and community life The advancement of international understanding, goodwill, and peace through a world fellowship of business and professional persons united in the ideal of service. 2
High Ethical Standards Rotary Code of Conduct Use Respectful Language Be Supportive Foster a Welcoming and Inclusive Environment Celebrate Diversity Rotary Core Values: Fellowship Integrity Diversity Service Leadership Rotary New Member Orientation 10/10/2022 3
The Five Avenues of Service Club Service: Have fun, build lasting friendships, and make sure that our club functions well. Vocational Service: Volunteer our professional skills to serve others and promote integrity in everything we do. Community Service: Projects and activities each club undertakes to improve community life. International Service: Humanitarian needs around the globe and promote world understand and peace. New Generation Service: Engage youth and young adults in leaderships roles. 4
Rotary Organization Rotary is made up of three parts: Clubs Rotary International The Rotary Foundation Together, we work to make lasting change in our communities and around the world. 5
Rotary Organization (1) Rotary Foundation Rotary International (President & Board of Directors) Districts are organized into 34 regional zones. (Rotary International Director) We are in Zone 33&34 covering Mid-Atlantic and Southeastern United States, the Caribbean, Puerto Rico, French Guiana, Guyana, and Suriname. English, French, Dutch and Spanish are primary languages Zones Clubs are grouped into 530 districts usually geographically close. (District Governor) We are in District #6990 with 48 clubs covering South Florida and the Bahamas Districts 46,000+ clubs across 220 countries (Club President) Each club is autonomous, governed by common constitution and by-laws from Rotary International Fort Lauderdale Rotary is #4444 Clubs Members 1.4 million members worldwide 6
Rotary Organization (2) Rotary International The Rotary Foundation Governed by a RI president elected to a one-year term and a Board of Directors elected by the clubs every year at the Rotary International Convention. Each director serves for two years and represents two of the Rotary zones. Organized as a public charity operated exclusively for charitable purposes and governed by a Board of Trustees appointed to 4-year terms by RI president-elect. The mission is to enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty. The mission is to provide service to others, promote integrity, and advance world understanding, goodwill, and peace through its fellowship of business, professional, and community leaders. Awarded $352M in programs for 2020/2021 Supported by Dues and Contributions Charity Navigator 7
Brief Rotary History 1905: The first Rotary club was started in Chicago in by an attorney named Paul Harris 1910: 16 Rotary Clubs in the United States formed the National Association of Rotary Clubs 1912: First International Club (London) 1917: Rotary Endowment started 1922: Name changed to Rotary International 1922: Rotary Club of Fort Lauderdale 1928: Rotary Foundation formally named 1945: Official Consultative status with the UN 8 Fort Lauderdale Rotary Club New Member Orientation Session 1
Fort Lauderdale Rotary Club #4444 Mission & Vision Mission: To provide business, professional, and community leaders an opportunity for service to others in order to benefit our community and to promote high ethical standards, fellowship, and goodwill worldwide. Vision: The Rotary Club of Fort Lauderdale will continue to be the premier Service Club for our community's service-minded leaders of all ages, who enjoy each other's company, have fun working together, and are committed to the Rotary motto: "Service Above Self" 9
Fort Lauderdale Rotary Club #4444 History Chartered March 1, 1922 with 15 members Was smallest city to have a Rotary Club (pop 2,000) Started Junior Achievement in 1959 Member list has been a Who s Who in Fort Lauderdale 125 members (9/19/2022) Detailed history available at http://www.rotaryfortlauderdale.org 10
Fort Lauderdale Rotary Club Organization (1) The Club is governed by a 13 member Board of Directors consisting of 8 elected Directors, 4 elected Officers and the Past-president. Elected Directors serve 2 years, 4 Directors are replaced each year. Officers are elected for one year (July 1 June 30) : President (Jaye Abbate) President-elect (Rick Riccardi) Secretary (Dan Rizzi) Treasurer (Fernando Intriago) Past President (Terry Robinson) Normally individuals move up each year to the next office 11
Fort Lauderdale Rotary Club Organization (2) A nominating committee selects proposed candidates for the Treasurer and Directors Elections are held in December with the term to start on the following July 1. The board elects a Sergeant-at-Arms (Denise Caligiuri) Executive Director: (Kimberly Scott) https://www.dacdb.com ->home->files->club files->secure files->club constitution 12
Fort Lauderdale Rotary Club Board Members Lee Anne LeBlanc (2023) Denise Caligiuri (2023) Bill Branan (2023) Linda Cooke (2023) Karen Stevenson (2024) St. George Guardabassi (2024) Victoria Briggs (2024) John Aquino (2024) President (Jaye Abbate) President-elect Rick Riccardi() Secretary (Dan Rizzi) Treasurer (Fernando Intriago) Past President (Terry Robinson) 13 Rotary New Member Orientation Session 2
Fort Lauderdale Rotary Club Required* Committees Club Administration (Terry Robinson) Membership- (Linda Cook) Public Image (Charles Felix) Rotary Foundation - (Fred Anderson) Service Projects- (Jorge Hruschka) Youth and Young Adults Programs - (Jamie Meehan) Scholarship (Lee Anne LeBlanc) * Per the bylaws 14 Rotary New Member Orientation Topics Session 2
Fort Lauderdale Rotary Club Membership Categories Regular Membership New Generation Membership for members under 35 years, exempts attendance requirements* Corporate Membership allows an executive and designated corporate staff or designated guests to attend lunches, socials, and service projects. * Family Membership provides a discounted dues structure for certain additional family members* Rule of 85 Membership exempts from certain rules members whose age plus years of membership in Rotary exceed 85 Honorary Member annually elected by the Board of Directors, no dues or attendance *new in 2018 15 Rotary New Member Orientation Topics Session 2
Fort Lauderdale Rotary Club Key Projects (1) Most Projects are funded through the Fort Lauderdale Rotary 1090 Foundation End Polio Now - Through The Rotary Foundation our club supports an international project called Polio Plus to eliminate Polio and prevent it from ever returning. Rotary Scholarships Distributes approximately $50,000 annually to eligible Broward County high school graduates pursuing higher education and vocational education. Over the past 60 years, almost $3 million has been awarded in direct aid to very deserving students. Rotary Delivers Wheelchairs - Sponsors the delivery of wheelchairs from the Wheelchair Foundation to people around the world in need of mobility. Many times this is the first time the recipient has had any mobility in their lives. Weekly Wheelchairs The club dedicates the delivery of a wheelchair, to a person in need of hope and mobility somewhere in the world, in the name of the guest speaker at the Rotary Club of Fort Lauderdale s weekly club meeting Water Projects - Funds the construction of potable water wells in South Africa and filtration systems in Kenya. These projects are located at schools which encourage the parents to send their children to school. 16 Rotary New Member Orientation Topics Session 2
Fort Lauderdale Rotary Club Key Projects (2) Sanitation Project: Helps with the cost to provide waterless toilets in South Africa. Thanksgiving Baskets: Provides full Thanksgiving dinners for needy families in Fort Lauderdale in collaboration with the First Presbyterian Church of Fort Lauderdale. Challenge Air Builds self-esteem in children/youth with special needs through the exhilaration of riding in a private aircraft, and if they can sit in the co-pilot seat they may hold the controls once airborne. Annually about 90 children/youth fly from Fort Lauderdale s Executive Airport. Power of One Hour - Improves the physical environment including public spaces and homes of the needy or incapacitated throughout our community in coordination with the City of Fort Lauderdale Community Civic Volunteer Corps and the Partnership for the Homeless. 17 Rotary New Member Orientation Topics Session 2
Fort Lauderdale Rotary Club Key Projects (3) Rotary Youth Exchange The club supports inbound high school students from other countries who are selected through a competitive application process to study in the United States during a year of their high school career; in exchange, American students also spend a year abroad learning a new culture. Direct grant-in-aid - funding to local organizations including the Salvation Army, Children s Literacy Projects, and other qualified organizations approved by the Rotary Club of Fort Lauderdale Annual Children s Toy Drive - Rotarians provide toys for needy children in Broward County health care facilities at Christmas. 18 Rotary New Member Orientation Topics Session 2
Fort Lauderdale Rotary 1090 Foundation, Inc. The Fort Lauderdale Rotary 1090 Foundation was formed to allow donations to fundraising efforts of the Rotary Club of Fort Lauderdale to be tax deductible by individual donors. (1090 was the original Fort Lauderdale Club Number) A clear distinction exists between: o Fort Lauderdale Rotary 1090 Foundation managed by a Board of Directors who are members of the Fort Lauderdale Rotary Club o Rotary International Foundation managed by a Board of Trustees elected by the Rotary International Board and a professional staff. 19 Rotary New Member Orientation Topics Session 2
Fort Lauderdale Rotary 1090 Foundation, Inc. - Charter Mission Statement:The primary objective of the 1090 Foundation is to improve the life prospects of Fort Lauderdale area youth. Incorporated: December, 1972 under IRS Revenue Code Section 501(c)(3) not for profit corporation Purpose: To undertake, promote, develop and carry on charitable, scientific, literary or educational work for the benefit of the general public; to cooperate with the charitable and educational pursuits of the Rotary Club of Fort Lauderdale and Rotary International; to make distributions, awards and gifts for such purposes; to receive gifts of cash, securities and other property and to hold, invest or sell such gifts to fulfill the purposes of the Corporation. 20 Rotary New Member Orientation Topics Session 2
Fort Lauderdale Rotary 1090 Foundation, Inc. Organization Members: All persons who are currently qualified members of the Rotary Club of Fort Lauderdale. Board of Trustees: Seven elected annually by the Members plus the past and current president of the Fort Lauderdale Rotary Club for a total of nine. Board Members serve two-year terms staggered with three elected one year and four the next. Officers: President (Mike Sanchez) Treasurer (Karen Stevenson) Officers serve one year term, elected by the Members from the Board of Trustees. Usually past-presidents of the Fort Lauderdale Rotary Club are elected to serve. https://www.dacdb.com club files secure files 1090 Articles & Bylaws 21 Rotary New Member Orientation Topics Session 2
Fort Lauderdale Rotary 1090 Foundation, Inc. Funds The 1090 Foundation allocates its resources into separate Funds, each of which has a designated purpose: General Fund Endowment Fund Scholarship Fund Projects and Donations Fund Water Projects Fund In addition, serves as Trustee for the McCrary Trust 22 Rotary New Member Orientation Topics Session 2
General Fund o All proceeds from fundraising are deposited into the accounts of the General Fund. Expenses relating to the fundraising events and activities are paid for from these proceeds. Administrative expenses of the Foundation are also paid from this fund. o At June 30th each year, which is the end of the Rotary fiscal year, the net proceeds are determined, and the Foundation s Board of Directors allocates them between scholarships and community projects and donations. o The Rotary Club of Fort Lauderdale has committees that determine which students will receive scholarships, which projects are undertaken, and which charitable organizations will receive donations. The allocations serve as a limit of how much of each can be done without specific approval of the Board of Directors of the Foundation. 23 Rotary New Member Orientation Topics Session 2
Endowment Fund o Endowment funds have been accumulated over the years from the Board of Directors of the Foundation designating a percentage of each year s fundraising to be set aside as permanent funds. Individual donors also added to the permanent funds either during their lifetime or through their wills. The return on the investment of these endowment funds is currently used to supplement the fundraising proceeds to provide scholarships and other programs. o The endowment fund assets are invested in accordance with an investment policy statement and investment guidelines adopted by the Board of Directors of the Foundation. The funds are maintained by independent investment brokers that invest within the established investment guidelines. An investment committee monitors the investments and guidelines and makes recommendations to the Board. Rotary New Member Orientation Topics Session 2 24
Endowment Fund (contd) o Each year the Board of Directors of the Foundation determines how much of the return on the endowment fund investments will be transferred to the Scholarship Fund and the Projects and Donations Fund. Over the past few years, a general policy has been followed that the transfer will equal approximately 4% of the endowment fund. o A reserve for years that do not have a return of at least 4% of the fund has been set aside within the Endowment Fund so that the Club can plan based on continuing to receive the 4%. o In years when the return is in excess of 4%, the reserve is replenished. Rotary New Member Orientation Topics Session 2 25
Scholarship Fund o The Scholarship Fund holds all funds designated for scholarship awards. o Direct donations received for scholarship purposes are kept separate from other funds and identified as donor designated funds in a sub- fund named for the donor. o Amounts designated by the Board of Directors of the Foundation for scholarships, that have been allocated in one year and awarded in the next year are not actually paid until the following year due to the timing of the process. Funds for the year allocated and for the year awarded are held in the Scholarship Fund until they are disbursed. Rotary New Member Orientation Topics Session 2 26
Projects and Donations Fund o Amounts designated by the Board of Directors of the Foundation for community projects and donations to charitable organizations are held in the Projects and Donations Fund until they are disbursed. o The recommendation of specific grants is subject to a formal Grants and Donations policy which includes an application and approval process o Generally, the amounts allocated by the Foundation are disbursed during a particular year by approval of the Board of Directors of the Rotary Club of Fort Lauderdale o Direct donations for specific projects during the year can also be held in this account until the project is performed. Rotary New Member Orientation Topics Session 2 27
Water Projects Fund o The Rotary Club of Fort Lauderdale established an international project to provide potable water in areas of Africa that do not have naturally potable water or water sanitation facilities. o All amounts raised are held in the Water Projects Fund until they are disbursed. o Funds are raised for this project through the internet, our Club s grants and cooperation with other Rotary Clubs and other organizations. o Current projects include drilling wells and providing individual and community LifeStraws filtering products. We use vendors to implement the projects. Rotary New Member Orientation Topics Session 2 28
McCrary Trust o In September 2007, the Fort Lauderdale Rotary 1090 Foundation became the Trustee for a trust that was established by Roy J. McCrary when he died to provide scholarships for Fort Lauderdale High School students. This trust, which we identify as the McCrary Trust, is maintained separately from the 1090 Foundation. o The McCrary Trust s return on investment is used for scholarships. The scholarships are awarded by the scholarship committee of the Rotary Club of Fort Lauderdale under the same process as the Foundation s Scholarship Fund and the additional criteria specified in Mr. McCrary s will. Rotary New Member Orientation Topics Session 2 29
Member Expectations Fort Lauderdale Rotary Club new members start with Red badges. Upon completion of the following requirements, they are awarded Blue badges. This is a great way for new Rotarians to learn about and experience Rotary. Required: Red Badge Orientation Meeting(s) Rotary Leadership Institute Part 1 Complete 5 of the following: Serve as Greeter at a regular lunch meeting Participate in Registration at a regular lunch meeting Participate in/donate to a major club fundraiser Participate in a club sponsored community service project Attend a Club Board Meeting Attend a regular meeting of another Rotary Club Attend a District Meeting or R2R Social Connect with Scholarship Recipient 30 Fort Lauderdale Rotary Club New Member Orientation Session 1
Member Expectations - Time & Talent Recommended Attend regular meetings Participate community service projects Serve on at least 1 Non-Fundraising Committee Buy or Sell at least 5 raffle tickets Participate in our fundraising events Get Participants and/or Sponsors for the event Attend the event, Participate as a Committee Volunteer, and/or Acquire at least 1 item for the silent or live auction Participate in Club Social Events Get one new member within six months 31 Fort Lauderdale Rotary Club New Member Orientation Session 1
Member Expectations Financial Required Initiation Fee of $ 100 Deposit of one quarter of member dues Dues are paid at beginning of each quarter Regular: $280 includes lunch Rule of: $110 + $25 for lunch New Generation: $100 + $25 for lunch Family: Regular + $75 +$25 for lunch Corporate: $2,000/Rotary year includes lunch for up to three 32 Fort Lauderdale Rotary Club New Member Orientation Session 1
Member Expectations Financial Recommended Quarterly donation of $25 ($IOO/yr.) to be a Rotary Foundation Sustaining Member which leads to becoming a Paul Harris Fellow when a total of$1000 is donated (all RFSM donations go to the Rotary International Foundation, Inc. a 501(c)(3) Corp.) Fundraisers (All net income raised during our fundraisers goes to the Rotary Club of Fort Lauderdale 1090 Foundation, Inc. a 501(c)(3) Corp.) Purchase Raffle Tickets 0 to $500 Donation of Items to Silent Actions 0 to $1,000++ Tickets to Annual Gala 0 to $125/person Social Events 0 to $150+++ Successful bids in Gala Auctions $50 to $1000+++ Rotary Project Funding and Donations 0-1,000+ Expected Minimum Annual Cost of membership $1,500 to $2,000 33
