November is Rotary Foundation Month!

November is Foundation Month… the season of fall seminars, our Rotary Institute, and celebrating and encouraging Doing Good in the World!  Here are some FAQ’s: 

What exactly are Major Gifts and how are they different from Major Donors?
Major Donor: The Rotary Foundation recognizes individuals and couples whose combined cumulative outright giving over time reaches $10,000, or more.


Major Gift: Gifts of $10,000 or more made at one time. These may be outright or planned gifts through your estate plans. Major gifts may sometimes be made with a 3-yr pledge.


Where do I find the Endowment documents and forms?
Look on the Big West website under Endowment/Major Gift Resources. Some favorites are: Pocket Guide to Planning a Legacy, Your Legacy Notification Card, and the “filing cabinet” in the Planned Giving Resources A to Z.


What other resources are available to me?
Our fundraising team includes our E/MGA’s, your District’s Foundation and Endowment/Major Giving Chairs, and the following TRF Major Giving Officers (MGO) & Planned Gift Officers (PGO):


MGO: Elizabeth Cruft-Anderson: elizabeth.cruft-anderson@rotary.org
MGO: Eric Thompson: eric.thompson@rotary.org 
MGO: Tabitha Sparks: tabitha.sparks@rotary.org 
MGO: Laura Mello: laura.mello@rotary.org 
PGO: Erin Groble: erin.groble@rotary.org 
  
Questions? Feel free to contact us:  

Zone 26 Endowment/Major Gift Advisor Marge Cole emgazone27@zone2627.org 

Zone 27 Endowment/Major Gift Advisor Steve Lewis emgazone26@zone2627.org 

District 5495 Rotary Foundation Committee (2023-24)

Committee Chair                       Tom Mclarty
District Governor                      Kevin Pitts
District Governor Elect             Kevin Pitts
Grants                                         Elizabeth Mahoney
    District Grants:                      Rebeca Wilks
    Global Grants:                       Dale Gray                                               
Major Gifts.                                Brad Gamble
PolioPlus                                    Jim Erickson
Peace Fellows                           Tony Cerato
Recognition                               Katherine McLarty
Stewardship:                             Charlie Tegarden
 
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Grant Management Seminars
 
GMS is REQUIRED by The Rotary Foundation to qualify for Global Grants and District Grants.
For a club to qualify for grant funds in the Rotary year 2023-24, at least two club members must have attended GMS. See all qualification requirements posted on the District website.
 
Who should attend? It is recommended that the club’s Chair for The Rotary Foundation and
President-Elect attend. Please note: A Club can send as many participants as desired!
 
What will be learned: This 3 hour seminar will cover the responsibilities for grant stewardship, the application process, and reporting requirements. The seminar will also help a club start planning early for a District Grant.  A District Grant provides additional funds for a club’s local/community projects in 2023-24.  A club can apply for a District Grant between Feb 1st and May 31st, 2023.
 
No cost to attend this seminar!  4 opportunities to attend:
 
  • Saturday March 4, Live Session in Kingman

       (No Registration Needed)

          9AM - Noon.  Mohave Community College (MCC) downtown location.  309 E.

          Beale St., Kingman, AZ. 86401           

 

  • Wednesday March 15 - Zoom. 6:30PM - 8:30PM

        Click to Register (Registration Required for Credit)

           

  • Saturday March 25 - Live session at CLA (Phoenix)

       Click to Register for CLA

          This is a live session at the Club Leadership Academy (CLA).  Register for CLA 
          separately to attend this session.
 
 
  • Saturday April 1 - Live Session in Phoenix

        (No Registration Needed)

         -  9:00am - Noon.  Larry Miller Ford.  SW corner of Hwy 60 and Mesa Drive. 
            Community Room - upstairs on the second floor in the the Main building
             (staircase on the side of the main building).