District APM: District 7150 adopted an Administrative Procedures Manual in the 1998/99 Rotary year, updating it in 2004. In the Rotary year 2007-08, we will revise this to be called District Bylaws, to make sure it is in compliance with Rotary International's Manual of Procedure and Codes of Policy.

District Leadership Plan [DLP]: NOTE: District 7150 adopted the DLP in 1999. View the documentation at the bottom of this page.

A District Leadership Plan allows for the appointment of assistant governors to help with this task. Annually, the governor convenes a conference, lasting two or three days, to further Rotary's program within the district. The governor-elect appoints the Rotarians who will serve as part of their leadership team. The incoming Governor meets with their immediate team and finalizes their teams responsibilities, goals, strategies, and reporting procedures at the district team training seminar.

Clubs are grouped into 530 Rotary districts, each led by a district governor who is an officer of Rotary International and represents the RI board of directors in the field. Though selected by the clubs of the district, a governor is elected by all of the clubs worldwide meeting in the RI Convention.

Rotary is organized at club, district, and international levels to carry out its program of service. Rotarians are members of their clubs, and the clubs are members of the global association known as Rotary International. Each club elects its own officers and enjoys considerable autonomy within the framework of the standard constitution and the constitution and bylaws of Rotary International.

A 19-member board of directors, which includes the international president and president-elect, administers Rotary International. These officers are also elected at the convention; the selection process for choosing directors and the nominating committee for president are based on zones, each of which comprises approximately 15 districts. The board meets quarterly to establish policies. While the Rotary International president is the highest officer of RI, the chief administrative officer of RI is the general secretary, who heads a staff of about 600 persons working at the international headquarters in the Chicago suburb of Evanston, Illinois, USA, or in one of seven international offices around the world.

17.030. District Organization and Administration (Nov 2004 Mtg., Bd. Dec. 128)
All districts are required to develop and adopt a District Leadership Plan (DLP) in conformity with sections 17.030.1.-17.030.6. of the Rotary Code of Policies. The required components of the DLP are as follows:
a. common terminology such as “assistant governor,” “district trainer,” “district committees,” and “club leadership plan”;
b. defined responsibilities and duties for assistant governors, district trainers, district committee members, and club leadership;
c. district committees that ensure continuity of leadership within the district;
d. a clear statement of the duties and responsibilities that the governor cannot delegate;
e. a defined plan for assisting clubs in the implementation of a corresponding club leadership plan.
17.030.1. District Leadership Plan
The District Leadership Plan provides for the appointment by the governor of assistant governors to carry out much of the administrative work associated with club operations, thereby giving the governor more time to:
a) emphasize the importance of membership development and retention through attendance at charter events, induction ceremonies, membership development seminars, and new member orientation programs;
b) motivate Rotarians to participate in club and district activities and projects through attendance at specific events;
c) encourage participation in Rotary Foundation seminars, the programs of The Rotary Foundation, and financial support of the Foundation through Foundation recognition programs such as those for Paul Harris Fellows, Foundation Benefactors, and Major Donors;
d) recognize the work of individual Rotarians, through personal recognition, such as the Four Avenues of Service Citation, Service Above Self Award, Presidential Citations and district-level recognitions and awards;
e) plan for the future of the district;
f) address the long term development of the club through the Club Leadership Plan;
g) undertake the duties set forth in section 15.090 of the RI Bylaws.
The District Leadership Plan strengthens Rotary at both the district and club level by providing:
a) faster and more responsive support to clubs;
b) a larger supply of well-trained leaders in the district;
c) a larger and stronger field of district leaders;
d) improved participation in Foundation programs and district-level RI activities;
e) a more challenging role for the governor as an innovative leader.

To establish a District Leadership Plan in the district, the governor must work with current, incoming and past district leaders to develop an organized plan that addresses the following issues:
a) The number of assistant governors appointed based on the needs of each district, taking into consideration factors such as geography, language, culture, the balance of strong and weak clubs in each area, and the number of clubs an assistant governor can reasonably be expected to support. (In order to meet the needs of clubs in the district, it is recommended that between four and eight clubs be assigned to each assistant governor, but in no case shall an assistant governor be responsible for only one club.)
b) How the assistant governors will be trained;
c) What committees the district will need;
d) Communication procedures between the governor, assistant governors and the district committees;
e) How the district will provide for continuity in leadership through the use of assistant governors;
f) How the district will provide for continuity within committees as appropriate or necessary;
g) Methodology used to appoint and/or remove assistant governors;
h) A corresponding Club Leadership Plan for clubs in the district.

17.030.2. Assistant Governors
Assistant governors are appointed by the governor-elect and are responsible for assisting the governor with respect to administration of designated clubs. Duties for assistant governors may include the following in order to support the clubs to which they have been assigned:
a) Meet with and assist the incoming club presidents to promote, implement, or review annually the Club Leadership Plan, discuss the clubs' goals and to review the Planning Guide for Effective Rotary Clubs and section 2.010.1 “Failure to Function” of this Code
b) Attend each club assembly associated with the governor’s official visit
c) Visit each club regularly, preferably monthly with a minimum of one visit each quarter of the Rotary year, and meet with the club president and other club leadership to discuss the business of the club, resources available to them, and handling club funds in a businesslike manner
d) Assist club leaders in scheduling and planning for the governor’s official visit
e) Keep the governor informed on progress of the clubs and suggest ways to enhance Rotary development and address problems
f) Encourage clubs to follow through on requests and recommendations of the governor
g) Coordinate training at the club level with the appropriate district committee
h) Promote the District Leadership Plan and Club Leadership Plan
i) Advise the incoming governor on district committee selections
j) Attend and promote attendance at the district conference and other district meetings
k) Participate in district activities and events, as necessary
l) Attend club meetings, assemblies, or events, as invited
m) Participate in the district team training seminar
n) Attend the presidents-elect training seminar and the district assembly
It is important that assistant governors assist in the development of the district goals prior to the appointment of committees. The objective is to reach a consensus for what the district wants to achieve, and to appoint committees only as necessary to achieve the district goals.
Minimum criteria in selecting assistant governors include:
a) membership, other than honorary, in good standing in a club in the district for at least three years
b) service as president of a club for a full term
c) willingness and ability to accept the responsibilities of assistant governor
d) demonstrated outstanding performance at the district-level
e) potential for future leadership in the district
Assistant governors are to be appointed on an annual basis, with no assistant governor serving more than three one-year terms to provide continuity in the district leadership. It is recommended that no past governor serve as an assistant governor. Districts are responsible for determining any financial support provided to assistant governors in performing their duties and responsibilities. Governors are eligible to receive limited funding from RI for the purpose of training and supporting assistant governors as outlined in section 68.030.8. of this Code.

17.030.3. District Committees
District committees are charged with carrying out the goals of the district as formulated by the governor with the advice of the assistant governors. The governor-elect, governor, and immediate past district governor should work together to ensure continuity of leadership and succession planning. The governor-elect is responsible for appointing committee members to fill vacancies, appointing committee chairs and conducting planning meetings prior to the start of the year in office. Committees shall be appointed to address on-going administrative functions, as follows:
Membership Development
Extension
Finance
District Programs (such as, Youth Exchange, Rotaract, etc.)
Public Relations
District Conference
The Rotary Foundation
RI Convention Promotion
District Training - Additional district committees are appointed when they serve a specific function as identified by the governor and the district leadership team. The minimum recommended qualification for appointment to a district committee is membership, other than honorary, in good standing in a club in the district. In addition, it is recommended that the chair selected be a past governor, a past assistant governor, or an effective past district committee member, and has had previous experience as a member of the district committee.
Training Requirements - District committee chairs shall attend the district team training seminar prior to serving as chair. District committee chairs shall attend the district assembly. Committee members should participate in district training meetings as outlined in Article 23 of this Code.
Reporting Requirements - District committees shall report to the governor on the status of their activities on a regular basis. District committees shall report successful activities to RI for possible publication in RI publications and on the RI Web site.

Committee Descriptions - The following outlines the purpose, additional qualifications, duties and responsibilities, and additional training requirements for district committees noted above.

A. Membership Development Committee
1. Purpose:
The committee will identify, market and implement membership development strategies within the district that are appropriate for the district and will result in membership growth. In order to accomplish this, the committee chair will serve as the link between the governor, the regional Rotary International membership coordinator or Rotary International membership zone coordinator, Rotary International, and the clubs in the district with respect to membership development issues. Consideration for chair should be given to past district governors or governors nominee.
Duties and Responsibilities:
a) Plan, market, and conduct a district membership seminar in consultation with the governor and district trainer.
b) Work with the governor and club leaders to ensure that the district achieves its membership goal.
c) Coordinate district-wide membership development activities.
d) Encourage clubs to participate in RI or presidential membership development recognition programs.
e) Maintain communication with other district committees — such as the district extension committee and the district public relations committee — to coordinate activities that will aid membership development efforts.
f) Identify committee members to all clubs and indicate that members of the committee are available to help them.
g) Encourage clubs to develop and implement an effective membership recruitment plan.
h) Assist club membership development chairs in carrying out their responsibilities.
i) Visit clubs to speak about successful membership development activities; share information on successful activities.
j) Ensure that each club committee has a copy of the Membership Development and Retention Manual. In addition, the chair of the committee shall attend a training session conducted by the regional Rotary International membership coordinator.

B. District Extension Committee
1. Purpose:
Under the direction of the governor, the district extension committee shall develop and implement a plan to organize new Rotary clubs within the district. Preference for the position of chair should be given to past district governors or district governor nominees.
Duties and Responsibilities:
a) Identify communities without Rotary clubs that have a population capable of meeting the requirements for chartering a new club.
b) Identify communities where additional Rotary clubs could be established without detracting from service provided to the community by existing clubs.
c) Assist in organizing and establishing new clubs. In addition, the chair of the committee shall attend a training session conducted by the regional Rotary International membership coordinator or Rotary International membership zone coordinator.
Additional Training Requirements:
In addition to the chair, as many committee members as possible should attend a training meeting conducted by the regional Rotary International membership coordinator, or Rotary International membership zone coordinator.

C. District Finance Committee
The district finance committee shall safeguard the assets of the district fund by reviewing and studying the amount of the per capita levy and necessary expenses of district administration, and shall prepare an annual report on the status of the district’s finances for the district assembly. The district treasurer shall serve as ex-officio member of the committee. [Rotary Code of Policy 73, June 2007]
1. Purpose:
The district finance committee shall safeguard the assets of the district fund by reviewing and studying the amount of the per capita levy and necessary expenses of district administration, and shall prepare an annual report on the status of the district’s finances for the district assembly.
2. Structure:
The district treasurer shall serve as ex-officio member of the committee.
3. Additional Qualifications of Members:
a) Preference should be given to those with previous service as club treasurer.
b) Preference should be given to accounting/finance as a component of their vocation or profession.
4. Duties and Responsibilities:
a) Prepare a budget of district expenditures in cooperation with the district governor to be submitted to the clubs at least four weeks prior to the district assembly and approved at a meeting of incoming club presidents at said assembly.
b) Review and recommend the amount of per capita levy. Any per capita levy must be approved by at least three-fourths of the incoming club presidents at the district assembly, or by a majority of the electors present and voting at a district conference.
c) Assure that proper records of income and expenditures are kept.
d) Prepare a yearly financial report to be presented at the district assembly.
e) A member of the committee, preferably the treasurer, shall, together with the district governor, be a signatory on the bank account(s) of the district fund. Both signatures will be necessary for any withdrawal. The bank account shall be held in the name of the district.

17.060. District Finances (Rotary Code of Policies 82, June 2007)
1. Establishment of a District Fund
The RI bylaws provide for the establishment of a district fund for the administration and development of Rotary. Care must be taken to ensure that (1) per capita levy approval is sought in accordance with the RI bylaws, (2) the funds are not under the control of a single individual, and (3) an annual statement and report of income and expenditure is presented to the following district conference as well as to the clubs.
2. Operation of a District Fund
A district finance committee shall be set up to review and study the necessary expenses of district administration. The governor shall appoint one member to serve one (1) year, one to serve two (2) years, and one to serve three (3) years, and thereafter, each succeeding year, the governor in office shall appoint one Rotarian for a period of three (3) years to fill the vacancy. Cooperating with the governor, this committee shall prepare a budget of district expenditures which shall be submitted to the clubs at least four (4) weeks prior to the district assembly and approved at a meeting of the incoming club presidents at such district assembly. The amount of any per capita levy on clubs for a district fund should be decided in accordance with the RI Bylaws.
One member of the district finance committee, named by the governor, shall act as treasurer and keep proper records of income and expenditure of the fund. The fund shall be held in a bank account in the name of the district and be supervised by the governor jointly with another member of the district finance committee, who should preferably be the treasurer when available.
The governor must supply an annual statement and report of the district finances that has been independently reviewed by a qualified accountant, to each club in the district within three months of the completion of his year of service as governor. This annual statement and report, shall be presented for discussion and adoption at the next district meeting to which all clubs are entitled to send a representative and for which 30 days notice has been given that the statement of the district finances will be presented for adoption, or if no such meeting is held, by the following district conference. The annual statement and report shall include details as prescribed by the RI The district (by a majority of votes at the district conference or through ballot-by-mail) may decide the operation of the district fund in another manner, provided it meets the requirement as mentioned under “Establishment of a District Fund.” In the absence of any decision of the the district, the manner of operation of the district fund as mentioned hereinabove will apply.
Where funds are raised for a specific purpose such as a joint district youth exchange, a budget of expenditure shall be prepared and submitted to the governor and the finance committee for approval, and this shall then be included in the financial report submitted to the district assembly or conference by the finance committee. It is essential to maintain a separate bank account for such funds and to have the chair of the joint youth exchange committee or such other committee as may be involved as one of the signatories.
When appropriately established, payment of the per capita levy is mandatory on all clubs of a district. The Board of Directors of RI may, upon receipt of certification from the governor that a club has failed for more than six months to pay such levy, suspend the services of RI to the club while the levy remains unpaid (RI bylaws 15.060.3.), provided the district fund has been operated as herein prescribed.
17.060.2. Other Expenses
Districts are urged to support financially (in addition to expenses that may be covered by RI) the governor and governor-elect in performing the responsibilities of such offices.
17.060.3. Club and District Activities Expenses
In addition to the official activities of RI within the district, there may be special club or district activities or functions which require or encourage the participation or attendance of the governor. The expenses associated with these additional activities are expenses incurred by the governor, club or district itself. All expenses for special Rotary club or district activities or functions are the responsibility of the clubs or districts involved.
17.060.4. Governor’s Oversight of Club Finances
Governors should emphasize the businesslike handling of club funds during their official visits. The businesslike handling of club funds calls for a counter signature on disbursement checks and an annual audit.

D. District RI Program Committees
1. Purpose:
District RI program committees are responsible for promotion and administration of a RI program at the district-level and provide specific support and guidance to the clubs involved with the particular program in the district including:
Interact
Rotaract
Rotary Community Corps
Rotary Friendship Exchange
Rotary Fellowships
Rotary Volunteers
Rotary Youth Leadership Awards
World Community Service
Youth Exchange
Duties and Responsibilities:
a) Promote an understanding of and effective participation in the particular RI program through regular contacts with each club in the district and through district and intercity meetings.
b) Organize exhibits of effective implementation of RI programs at district or zone meetings, circulate these noteworthy examples among clubs in the district.
c) Visit clubs within the district to speak about effective examples of the use of the particular RI program and provide information on the RI program to help strengthen club activities.
d) Encourage and assist club RI program chairs in carrying out their responsibilities.
e) Encourage clubs in the district to determine local needs that could benefit from the RI program.
f) Identify areas for cooperation between club RI program activities and local non-Rotary service organizations, by sharing information and helping clubs to set goals.
g) Administer district-wide efforts related to the RI program.
h) Promote publication of RI program aims and achievements in all appropriate Rotary and non-Rotary communication media in the district.

E. Public Relations Committee
1. Purpose:
The district public relations committee should promote Rotary to external audiences and foster understanding, appreciation and support for the programs of Rotary. The committee should promote awareness among Rotarians that effective external publicity, favorable public relations and a positive image are desirable and essential goals for Rotary.
Duties and Responsibilities:
a) Encourage Rotary clubs within a district to make public relations (PR) a priority.
b) Promote Rotary to external audiences, such as the media, community leaders, and beneficiaries of Rotary’s programs.
c) Contact the media with newsworthy stories of district projects and events.
d) Keep in touch with the governor and the chairs of key committees to stay informed about district projects and activities.
e) Share RI public relations materials with clubs.
f) Seek opportunities to speak to individual clubs about the importance of club public relations.
4. Additional Training Requirements:
a) Attendance at public relations workshops held in conjunction with RI meetings, whenever possible.

F. District Conference Committee
1. Purpose:
Under the direction of the governor, the district conference committee shall plan, promote and implement the necessary arrangements to ensure maximum attendance at the district conference.
2. Additional Qualifications of Members:
a) Preference should be given to those who have experience in the meeting coordination and/or hospitality industry.
b) Preference should be given to media, public relations or marketing skills as a component of their vocation or profession.
Duties and Responsibilities:
Under the direction of the governor:
a) Select the district conference venue and coordinate all related logistical arrangements.
b) Coordinate the finances of the conference to ensure maximum attendance.
c) Promote conference attendance with particular emphasis on:
- new Rotarians;
- all members of newly-organized clubs in the district; and
- representation from every club in the district.
d) Promote the district conference to external audiences, such as the media, community leaders, and beneficiaries of Rotary’s programs.
e) Coordinate, in cooperation with the district trainer, a district leadership seminar to be held in conjunction with the district conference.

Service Projects Committee - Encourage clubs to assess the needs of the community.The most effective service efforts directly involve the project’s beneficiaries in identifying needs and setting priorities. By working with the community instead of for the community, long-term change has a better chance of being sustained. Encourage clubs to base their service goals on clearly identified needs in their communities. Advise club presidents to involve club members in the goal-setting process because it is the members who will be implementing strategies to achieve those goals. Work with assistant governors and district committee members to ensure that clubs use Rotary programs to meet those goals.

Youth Exchange -The district Youth Exchange officers, or committees, serve under the supervision of their respective district governors and should report to them. The Board of Directors of Rotary International has established recommended guidelines to assist clubs and districts in implementing their Youth Exchange activities.

The Board, with a view to promoting Youth Exchange as an opportunity for the development of international understanding, encourages district governors to appoint district Youth Exchange officers or committees, and to provide to the general secretary early in the year the names and addresses of such officers or committee chairpersons.

Awards - Recognizing significant efforts of Rotarians in your district is an important part of the governor's role. Your district may have several awards it has established in addition to awards given by Rotary International and The Rotary Foundation. Often awards are seen as a way to motivate Rotarians and reward them for their service. The following awards are available to Rotarians or clubs in your district (see the table that follows for a quick overview of each award):

Club Extension, Under the governor's direction, the district extension committee develops and implements plans to organize new Rotary clubs within the district.

District Conference - Under the Governor's direction, the district conference committee plans and promotes the district conference and carries out the necessary arrangements to ensure maximum attendance.

Polio Plus: PolioPlus Partners — Program that enables Rotary clubs, districts, and individual Rotarians to assist in reaching Rotary’s goal of a polio-free world. It supports the immunization activities of Rotary and the other major partners of the Global Polio Eradication Initiative — the World Health Organization, UNICEF, and the U.S. Centers for Disease Control and Prevention — by keeping Rotarians informed of progress, promoting accurate media coverage, volunteering in National Immunization Days, and providing needed resources in regions with, or at risk for, polio.

I. District Training Committee
1. Purpose
The committee is responsible for supporting the governor and governor-elect in training club and district leaders and overseeing the overall training plan for the district.
2. Committee Chair
The district trainer serves as the chair of the training committee and assigns responsibility for training meetings and functions as necessary.
3. Additional Qualifications of Members
Preference should be given to Rotarians with training, education or facilitation experience.
4. Duties and Responsibilities
a) The committee must have a clear understanding that they are responsible to the convener of each meeting.
b) The committee should work with the governor-elect on training needs in the district
for the current Rotary year related to:
1) PETS
2) District assembly
3) District team training seminar (which includes assistant governor training)
c) The committee should work with the governor on training needs in the district for the current Rotary year related to:
1) District leadership seminar
2) Rotaract leadership training
3) Club-level training
4) Other training events in the district, as appropriate
d) The committee may also have secondary responsibility for the district Rotary Foundation seminar and the district membership seminar. These meetings are the primary responsibility of other district committees. The training committee may consult on training related issues.
e) Under the direction of the meeting’s convener, the committee is responsible for one or
more of the following aspects:
1) Program content (in accordance with board-recommended curricula)
2) Conducting sessions
3) Identification of speakers and other volunteers
4) Preparing training leaders
5) Program evaluation
6) Logistics
f) If the district is part of a multidistrict PETS, the governor-elect, in accordance with the policies and procedures of that multidistrict PETS, will select an individual to develop and conduct training at PETS. This individual should be a member of the committee.

G. Rotary Foundation Committee- Policy pertaining to the district Rotary Foundation committee is determined by the Trustees of The Rotary Foundation as outlined in the Rotary Foundation Code of Policies (below)
1.070.1.1. Duties and Responsibilities of the District Rotary Foundation Committee Chair a) With the direct leadership of the governor, the chair works with the committee to plan, coordinate and evaluate all district Foundation activities.
1.070. Policy for District Rotary Foundation Committees -
The district Rotary Foundation committee (DRFC) is a group of experienced and dedicated Rotarians who assist the governor in educating, motivating and inspiring Rotarians to participate in Foundation program and fundraising activities in the district. The committee serves as the liaison between The Rotary Foundation and club Rotarians. The district governor is an exofficio member of the committee. (Oc 2002 Trustees Mtg., Dec. 36)
1.070.1. Appointment and Term of District Rotary Foundation Committee Chair (DRFCC) To be effective, the district Rotary Foundation committee must have continuity of leadership; therefore, the district Rotary Foundation committee chair shall be appointed for a three-year term, subject to removal for cause. Any removal for cause must have the Trustee chairman’s prior approval. The district governor (if selected) scheduled for each of the years of the three-year term for the DRFCC will participate in the selection of the DRFCC. This selection should take place and be reported to TRF no later than 1 March before taking office on 1 July of the same calendar year. The district Rotary Foundation committee chair must have significant knowledge of, commitment to and experience with Rotary Foundation activities. Although not mandatory, it is recommended that this post be filled, if possible, by a past district governor. The current district governor cannot serve as the DRFCC. Districts will not have access to district designated funds until the DRFCC is appointed. (Oct 2006 Trustees Mtg., Dec. 10)
1.070.1.1. Duties and Responsibilities of the District Rotary Foundation Committee Chair
a) With the direct leadership of the governor, the chair works with the committee to plan, coordinate and evaluate all district Foundation activities.
b) Assist the district governor in presenting a District Rotary Foundation Seminar for club presidents, presidents-elect, club Foundation committees, and other Rotarians in the district.
c) Encourage district Rotary Foundation subcommittees to conduct District Rotary Foundation Seminars for club Foundation committee members and club Rotarians.
d) Assist the district trainer in conducting Foundation sessions at the PETS and district assembly.
e) Assist the governor-elect in obtaining input from club Rotarians, prior to
establishing district Foundation goals for implementation during his/her term as governor.
f) Encourage clubs to conduct at least two programs on the Foundation each year, giving special observance to November – Rotary Foundation Month.
g) Support the appropriate subcommittees by encouraging high levels of financial support for Foundation programs through regular Annual Programs Fund contributions and gifts to the Foundation Permanent Fund.
h) Coordinate all district Foundation fundraising and recognition activities, including the Annual Programs Fund, Permanent Fund, Educational, Humanitarian and PolioPlus Grants.
i) Ensure adequate and effective communication with the club Foundation
committees to convey an awareness and understanding of the Foundation to all the clubs in the district.
j) Encourage clubs to access up-to-date information on the RI Web site
(www.rotary.org).
k) Use the regional Rotary Foundation coordinator, Annual Programs Fund strategic advisor, and Major Gifts advisor for support in carrying out committee responsibilities.
l) Ensure that program review surveys are completed in a timely manner and
accurately reflect the opinions of Rotarians throughout the district, in order to support the Trustees in making informed decisions about program reviews.
m) Work with the members of the district Rotary Foundation committee in
determining the distribution of district designated funds.
n) Coordinate the distribution of SHARE district designated funds based on the decisions of the district Rotary Foundation committee. The committee should make its SHARE decisions in consultation with the district governor and district governor-elect.
o) Provide the authorizing signature for the use of DDF representative of the decisions of the district Rotary Foundation committee.
p) Assume responsibilities of any subcommittee not appointed or functioning.
q) In coordination with the appropriate subcommittee chair, ensure that satisfactory final reports on district-sponsored humanitarian grants and educational program activities are submitted to The Rotary Foundation in a timely manner.
r) Facilitate the submission of timely and complete reports to The Rotary
Foundation for all humanitarian grants sponsored by clubs in the district.
s) Serve with the members of the grants subcommittee in a district stewardship and oversight capacity to promote compliance with Humanitarian Grants Program requirements and ensures that any concerns are immediately reported to The Rotary Foundation.
t) Serve as an ex-officio member of all subcommittees, maintains contact with all subcommittees to be informed of their progress and at his/her discretion, directly supports those subcommittees which relate to the district’s goals for that year.
u) Work with club and district officers to ensure the full utilization of all DDF.
v) With the assistance of the district Rotary Foundation committee, assist the governor in selecting qualified recipients for the District Rotary Foundation
Service award and in nominating candidates for the Citation for Meritorious
Service, the Distinguished Service Award, the Global Alumni Service to
Humanity Award and other Foundation awards nominated or endorsed by the governor. (February 2006 Trustees Mtg., Dec. 91)
1.070.1.2. Duties and Responsibilities of the District Rotary Foundation Committee Members
a) Participate in a District Rotary Foundation Seminar for club presidents,
presidents-elect, club Foundation committees, and other Rotarians in the district when requested
b) Participate in the decision process for the use of DDF and encourage full use of DDF
c) Assist the DRFCC when conducting Foundation sessions at the PETS and district assembly when requested. (October 2005 Trustees Mtg., Dec. 25)
1.070.1.3. District Rotary Foundation Committee Members and Subcommittees
The subcommittee chair, selected by the governor for the year, automatically becomes a member of the subcommittee as well as the district Rotary Foundation committee. These chairs should be appointed based on their commitment to The Rotary Foundation as demonstrated through program participation and financial contributions. The governor shall also appoint members for the open positions of the district Rotary Foundation subcommittees. Subcommittees shall be appointed to address on-going administrative functions, as follows:
Annual Giving
Permanent Fund
Scholarships
Group Study Exchange
Grants
PolioPlus
Alumni
Rotary World Peace Fellowships (October 2005 Trustees Mtg., Dec. 25)

1.070.1.4. Committee Qualifications
In addition to the minimum recommended qualifications established in the District Leadership Plan, it is recommended that Rotary Foundation committee members be a past district governor, a past assistant governor, an effective past district subcommittee member, or an experienced club Rotarian. (April 2002 Trustees Mtg., Dec. 107)
1.070.1.5. Training Requirements - All members of the district Rotary Foundation committee are expected to attend a Regional Rotary Foundation Seminar conducted by a regional Rotary Foundation coordinator (RRFC). In addition, all DRFC members are expected to attend and participate in the district team training seminar and other district training meetings.
1.070.1.6. Relation to RI, Rotary Foundation, or Presidential Appointees
The district Rotary Foundation committee receives instruction and guidance from the regional Rotary Foundation coordinator, working in cooperation with the Annual Programs Fund strategic advisor, the Major Gift advisor, and the district governor.
1.070.1.7. Reporting Requirements - In addition to reporting on the status of their activities to the district governor and to Rotary International, the DRFC shall provide reports to the assistant governor and to the regional Rotary Foundation coordinator. (April 2002 Trustees Mtg., Dec. 107)
1.070.2. Subcommittees - Details for the functioning of each of the district Rotary Foundation subcommittees follow.
1.070.2.1. Annual Giving Subcommittee
Purpose: The annual giving subcommittee is responsible for designing and implementing a comprehensive and effective district program to help clubs achieve their Annual Programs Fund goal.
Qualifications of Members:
In addition to the minimum recommended qualifications established in the District Leadership Plan, professional expertise in fundraising, sales, marketing, public relations, or a financial field is highly recommended.
Chair Duties and Responsibilities:
a) Assist the governor-elect and DRFC in helping clubs set challenging yet realistic Annual Programs Fund goals, keeping in mind the organization’s goal for US$100 per capita by the year 2005.
b) Work with the members of the district Rotary Foundation committee in
determining the distribution of district designated funds.
c) Publicize the goal achievement monthly; provide regular updates to all clubs on the progress being made toward their club goals.
d) Work with DRFC chair to help organize and promote special programs
throughout the district during Rotary Foundation Month.
e) Answer inquiries from clubs about Foundation reports and their giving records; consult Foundation staff on problems.
f) Utilize the regional Rotary Foundation coordinator, Annual Programs Fund strategic advisor, and Major Gifts advisor for support in carrying out
subcommittee responsibilities.
g) Work with club and district officers to ensure the full utilization of all DDF. Subcommittee Duties and Responsibilities -
Under the guidance of the subcommittee chair:
a) Promote annual gifts from every Rotarian every year.
b) Encourage individual and club contributions in support of the club’s established goal and worldwide goal for the Annual Programs Fund.
c) Help organize and stimulate participation in club and district fundraising activities and special events in support of the Foundation.
d) Promote special giving opportunities such as Paul Harris Society, Rotary
Foundation Sustaining Member gifts, challenge/leverage gifts, corporate matching gifts, and corporate and community Foundation support to maximize the potential of Rotarians’ gifts.
e) Encourage clubs and individuals to access up-to-date information on the RI Website (www.rotary.org).
f) Participate in meetings called by the subcommittee chair. (October 2005 Trustees Mtg., Dec. 25)
1.070.2.2. Permanent Fund Subcommittee
Purpose:
The Permanent Fund subcommittee is responsible for securing Benefactor
commitments, Bequest Society members and soliciting major gifts from those capable individuals to build the Permanent Fund.
Qualifications of Members:
In addition to the minimum recommended qualifications established in the District Leadership Plan, professional expertise in fundraising, sales, marketing, public relations, or a financial field is highly recommended.
Chair Duties and Responsibilities:
a) Work with the district governor and district Rotary Foundation committee to establish district Benefactor and Bequest Society goals.
b) Work with the members of the district Rotary Foundation committee in
determining the distribution of district designated funds.
c) Coordinate subcommittee activities to inform Rotarians of Planned Giving
opportunities available in those countries that allow the donor to make a
significant gift while receiving estate and/or income tax deductions and under some arrangements, a life income interest as well.
d) Coordinate activities of subcommittee members to work with club presidents to recognize current Benefactors and Bequest Society members when programs on the Foundation are scheduled.
e) Coordinate promotional and solicitation efforts concerning outright gifts to the Permanent Fund with the annual giving subcommittee chair.
f) Coordinate the identification, cultivation and solicitation of potential donors of major outright gifts or planning gifts in support of the Foundation’s Permanent Fund. Involve district leadership, RRFCs, trustees and directors, alumni, and Major Donors in the planning and solicitation of major gift prospects, as appropriate.
g) Utilize the regional Rotary Foundation coordinator, Annual Programs Fund strategic advisor, and Major Gifts advisor for support in carrying out
subcommittee responsibilities.
h) Work with club and district officers to ensure the full utilization of all DDF.
Subcommittee Duties and Responsibilities
Under the guidance of the subcommittee chair:
a) Work with the district governor and district Rotary Foundation committee to establish district Benefactor, Bequest Society and major gift goals.
b) Inform Rotarians of planned giving opportunities available in those countries that allow the donor to make a significant gift while receiving estate and/or income tax deductions.
c) Work with club presidents to recognize current Benefactors, Bequest Society members and Major Donors when programs on the Foundation are scheduled.
d) Maintain contact with Benefactors, Bequest Society members and Major Donors. Encourage them to be a part of your team to increase financial support.
e) Identify, cultivate and solicit potential donors of major outright gifts or planning gifts, especially in support of the Permanent Fund. Involve district leadership, RRFCs, trustees and directors, alumni, and Major Donors in the planning and solicitation of major gift prospects, as appropriate.
f) Thank and continue to nurture relationships with Benefactors, Bequest Society members, and Major Donors.
g) Encourage clubs to access up-to-date information on the RI Web site
(www.rotary.org).
h) Participate in meetings called by the subcommittee chair. (October 2005 Trustees Mtg., Dec. 25)
1.070.2.3. Scholarships Subcommittee
Applications for the Rotary World Peace Fellowship should be considered separate from Ambassadorial Scholarships.
Purpose: The scholarships subcommittee is responsible for promoting club and district participation in the Ambassadorial Scholarships and Grants for University Teachers programs and ensures careful attention is paid to four basic elements – Promotion and Selection, Orientation, Hosting Scholars and Alumni Outreach.
Qualifications of Members:
In addition to the minimum recommended qualifications established in the District Leadership Plan, preference should be given to those with club-level experience with the Ambassadorial Scholarships program. Where practical, the committee should include members with language abilities who can assess an applicant’s foreign language skills during the interview.
Chair Duties and Responsibilities:
a) Distribute application materials to clubs within the district. Notify clubs of the types of Foundation scholarships and Grants for University Teachers the district could fund through the DDF, Endowed Funds and world-competitive scholarship opportunities.
b) Coordinate the promotion to develop understanding of and effective participation in the Foundation’s Ambassadorial Scholars and Grants for University Teachers programs by assigning clubs in the district to each subcommittee member and providing training and material for the subcommittee members.
c) Coordinate the district selection process for Ambassadorial Scholars and Grants for University Teachers.
d) Coordinate orientation for all scholarship and grant recipients before their departure and upon their arrival; participate in regional scholar orientation seminars when possible.
e) Work with the members of the district Rotary Foundation committee in
determining the distribution of district designated funds.
f) Provide guidance and training to sponsor counselors appointed by sponsor clubs for outbound program participants, and to host counselors appointed by host clubs for each inbound program participant.
g) Maintain contact with recipients during the study year; encourage timely
submission of reports to sponsor and host district governors and the Foundation.
h) Coordinate publicizing to the media and to Rotarians in the district the recipients’ return from study.
i) Connect recipients with the district alumni chair; maintain ties with recipients upon their return.
j) Encourage clubs to access up-to-date information on the RI Web site
(www.rotary.org).
k) Utilize the regional Rotary Foundation coordinator for support in carrying out committee responsibilities.
l) Work with club and district officers to ensure the full utilization of all DDF.
Subcommittee Duties and Responsibilities
a) Assist the chair in notifying clubs of the types of Foundation scholarships and Grants for University Teachers the district could fund through the DDF, Endowed Funds and world-competitive scholarship opportunities.
b) Assist the chair in promoting an understanding of and effective participation in the Foundation’s Ambassadorial Scholars and Grants for University Teachers programs, through regular contact with each club in the district and through district meetings.
c) Encourage and assist assigned club chairs in carrying out their responsibilities.
d) Participate in the selection of qualified scholars and grant recipients from club endorsed candidates.
e) Assist in the conduct of orientation at club, district or regional level for all
scholarship and grant recipients before their departure and upon their arrival; participate in multidistrict regional scholar orientation seminars when possible.
f) Participate in meetings called by the subcommittee chair. (October 2005 Trustees Mtg., Dec. 25)

1.070.2.4. Group Study Exchange Subcommittees
Purpose:
The Group Study Exchange subcommittee is responsible for promoting club and district participation in the Group Study Exchange (GSE) program, preparing the outbound GSE team for their exchange and for planning and implementing the visiting GSE Exchange team host itinerary. A separate GSE selection committee is charged with the responsibility of selecting the team leader and team members.
Qualifications of Members:
In addition to the minimum recommended qualifications established in the District Leadership Plan, preference should be given to those with club-level experience with the Group Study Exchange program.
GSE Selection Subcommittee Structure:
In accordance with a November 1996 Trustee Decision, the GSE selection committee must include the district GSE chair as chair of the committee, immediate past district governor, district governor, district governor-elect, and three Rotarians on staggered terms. The committee may also include nonvoting advisers.
Chair Duties and Responsibilities:
a) Assist the governor-elect/governor in applying for GSE awards.
b) Work with the members of the district Rotary Foundation committee in
determining the distribution of district designated funds.
c) Organize the participation of the GSE selection committee for team leader and team member selections, emphasizing the vocational and ambassadorial activities.
d) Communicate early and often with the subcommittee of the paired district
regarding exchange dates and itinerary.
e) Coordinate orientation to GSE teams and leaders and determine language training needs.
f) Coordinate local itineraries to include at least five customized days of vocational study for each team member and homestays with local Rotarian hosts for the visiting teams.
g) Ensure the fulfillment of all program guidelines and requirements as described in the GSE Program Guide for Rotarians.
h) Coordinate the publicizing to the media and to Rotarians in the district the teams’ return.
i) Connect team members with the district alumni chair; maintain ties with team members upon their return.
j) Encourage clubs to access up-to-date information and forms for download on the RI Web site (www.rotary.org).
k) Utilize the regional Rotary Foundation coordinator for support in carrying out committee responsibilities.
l) Work with club and district officers to ensure the full utilization of all DDF.
Subcommittee Duties and Responsibilities
a) Assist the subcommittee chair in providing orientation to GSE teams and leaders.
b) Assist the chair when requested in arranging local itineraries to include at least five customized days of vocational study for each team member and homestays with local Rotarian hosts for the visiting teams.
c) Encourage clubs to access up-to-date information and forms for download on the RI Web site (www.rotary.org).
d) Participate in meetings called by the subcommittee chair. (October 2005 Trustees Mtg., Dec. 25)
1.070.2.5. Grants Subcommittee
Purpose:
The Grants subcommittee is responsible for assisting clubs in developing ways to participate in international service projects as well as informing Rotary clubs and/or district project committees planning such projects of the Foundation grants that can help them. The committee is responsible for reviewing and certifying the accuracy of all humanitarian grant applications presented to it for review before the applications are submitted to The Rotary Foundation for funding.
Qualifications of Members:
In addition to the minimum recommended qualifications established in the District Leadership Plan, preference should be given to the following:
a) those who have been directly involved with the successful implementation of an international service project that was supported by a Foundation grant;
b) individuals who speak a second language that will enhance the ability to directly communicate with project partners;
c) those with professional expertise in public health, international development, or grant preparation.
Chair Duties and Responsibilities:
a) Participate with the members of the district Rotary Foundation committee in determining the distribution of district designated funds.
b) Work with the DRFC chair to ensure that satisfactory final reports for districtsponsored grant projects are submitted to The Rotary Foundation in a timely manner.
c) Review all grant applications sponsored by member clubs and the district itself, certifying that the applications that are presented for its review are complete and accurate prior to submission to The Rotary Foundation. (After district certification, applications may be submitted by the committee to the Foundation with the understanding that the Trustees are responsible for providing final approval of all grants and that no project shall be initiated until a formal grant award announcement has been made by the Foundation.)
d) Serve as the district expert for each humanitarian grant program by becoming familiar with each grant program, its eligibility criteria and application procedures; assist Rotarians in understanding the policies of the Foundation.
e) Encourage the highest levels of stewardship and transparency for the accounting of all Foundation funds. This includes working in cooperation with the DRFC chair to encourage and support the timely and accurate submission of reports to the Foundation from all sponsors of approved grants.
f) Work with club and district officers to ensure the full utilization of all DDF. Maintain accurate records that reflect to which projects DDF has been allocated and grants approved.
g) Work with clubs and districts to develop sustainable humanitarian projects with direct involvement of the benefiting community and the active personal participation of Rotarians.
h) Work closely with other International Service committees, such as World
Community Service or Vocational Service committee to recognize when a project may qualify for a Foundation grant.
i) Help clubs identify interesting speakers such as recipients of Volunteer Service Grants, Matching Grants and 3H Grant contacts, or other local organizations involved in international development.
j) Use subcommittee members to assist as identified in the subcommittee duties and responsibilities.
k) Use the regional Rotary Foundation coordinator for support in carrying out committee responsibilities.
l) Provide assistance to specific programs in which the district and its member clubs are involved and/or assist the district governor and DRFC chair in monitoring the progress of an approved Matching Grant or 3-H grant project.
m) Serve with the DRFC chair in a district stewardship and oversight capacity to promote compliance with Humanitarian Grants Program requirements and ensure that any concerns are immediately reported to The Rotary Foundation.
n) Encourage clubs to access up-to-date information on the RI Web site
(www.rotary.org).
Subcommittee Duties and Responsibilities:
a) Acting through its chair, the committee is responsible for reviewing all grant applications sponsored by member clubs and the district itself, certifying that the applications that are presented for its review are complete and accurate prior to submission to The Rotary Foundation. After district certification, applications may be submitted by the committee to the Foundation with the understanding that the Trustees are responsible for providing final approval of all grants and that no project shall be initiated until a formal grant award announcement has been made by the Foundation.
b) Participate in the approval process for grants that request the use of DDF before forwarding to the DRFCC for consideration.
c) Become familiar with each grant program, its eligibility criteria and application procedures; assist Rotarians in understanding the policies of the Foundation.
d) Assist as assigned by the subcommittee chair by working with clubs and districts to develop sustainable humanitarian projects with direct involvement of the benefiting community and the active personal participation of Rotarians.
e) Encourage throughout the district the highest levels of stewardship and
transparency for the accounting of all Foundation funds. This includes working in cooperation with the DRFC chair to encourage and support the timely and accurate submission of reports to the Foundation from all sponsors of approved grants.
f) Assist the subcommittee chair by working closely with other International Service committees, such as World Community Service or Vocational Service committee to recognize when a project may qualify for a Foundation grant.
g) Encourage club and district officers to ensure the full utilization of all DDF.
h) Assist the subcommittee chair by helping clubs identify interesting speakers such as recipients of Volunteer Service Grants, Matching Grants and 3H Grant contacts, or other local organizations involved in international development.
i) Provide assistance, as requested by the subcommittee chair, to specific programs in which the district and its member clubs are involved and/or assist the district governor and DRFC chair in monitoring the progress of an approved Matching Grant or 3-H grant project.
j) Encourage clubs to access up-to-date information on the RI Web site
(www.rotary.org).
k) Participate in meetings called by the subcommittee chair.

1.070.2.7. Alumni Subcommittee
Purpose: The alumni subcommittee helps to ensure that the Foundation’s most valuable resource of program alumni are involved in Rotary activities.
Qualifications of Members:
In addition to the minimum recommended qualifications established in the District Leadership Plan, preference should be given to those with club-level experience with the alumni program or district-level experience with the Scholarships or Group Study Exchange subcommittees.
Chair Duties and Responsibilities:
a) Work with the members of the district Rotary Foundation committee in
determining the distribution of district designated funds.
b) Develop and/or maintain a complete, accurate and updated district directory or database of Foundation program participants and alumni sponsored by the district and/or residing in the district; advise The Rotary Foundation of any additions or changes to this database or directory.
c) Coordinate and conduct a nomination process for candidates for the Global Alumni Service to Humanity Award for district endorsement and submission to The Rotary Foundation.
d) Coordinate, on a regular basis, reunions and activities for alumni residing in the district.
e) Work with the annual giving subcommittee and the Major Gift subcommittee chairs to encourage alumni to make financial contributions to The Rotary Foundation.
f) Utilize the regional Rotary Foundation coordinator and the Rotary Foundation alumni coordinators for support in carrying out committee responsibilities.
g) Work with club and district officers to ensure the full utilization of all DDF.
h) District alumni subcommittee chair will work towards achieving the following annual goals, should one or more Rotary World Peace Fellow alumni have been sponsored by the district:
i. Maintain up-to-date contact and professional details for Rotary World Peace Fellow alumni.
ii. Have at least one informational update for each Rotary World Peace Fellow alumnus published in the district newsletter and/or Web site.
iii. Invite Rotary World Peace Fellow alumni back to their sponsor district to
participate in the district conference.
iv. Provide a report to the district Rotary Foundation committee before the end of the Rotary year as to the degree of success in meeting the aforementioned goals.
i) District alumni subcommittee chair will work towards achieving the following annual goals, should one or more Rotary World Peace Fellow alumni reside in the district:
i. One or more Rotary World Peace Fellow alumni attend the district
conference, ideally with a speaking role.
ii. One or more Rotary World Peace Fellow participate in at least one districtwide Rotary community service project.
iii. All Rotary World Peace Fellow alumni attend a Rotary club meeting at least once a quarter.
iv. All Rotary World Peace Fellow alumni are invited to join a local Rotary
club, as appropriate.
v. All Rotary World Peace Fellow alumni are asked to make a gift to the
district’s TRF Annual Programs Fund.
vi. One or more Rotary World Peace Fellow alumni serve as a consultant to the district Rotary World Peace Fellowships subcommittee.
vii. One or more Rotary World Peace Fellow alumni refer Rotary World Peace Fellowship candidates to the district Rotary World Peace Fellowships
subcommittee.
viii. One or more Rotary World Peace Fellow alumni speak to a local Rotaract club.
ix. If more than one Rotary World Peace Fellow resides in the district, ensure that they are in contact with one another.
x. Provide a report to the district Rotary Foundation committee before the end of the Rotary year as to the degree of success in meeting the aforementioned goals.
Subcommittee Duties and Responsibilities:
a) With the guidance of the subcommittee chair, ensure that returned scholars or GSE team members complete required presentations in the sponsoring district; encourage clubs to invite alumni to speak at club meetings or events to promote participation in specific Foundation programs.
b) With the guidance of the subcommittee chair, encourage alumni to remain
involved with Rotary through Rotary club membership, identifying future
program participants, or participating in Rotary club community service and
World Community Service projects.
c) Participate in the nomination process, under the direction of the subcommittee chair, for candidates for the Global Alumni Service to Humanity Award for district endorsement and submission to The Rotary Foundation.
d) Assist, on a regular basis, the subcommittee chair in organizing reunions and activities for alumni residing in the district.
e) With the guidance of the subcommittee chair, work with the Scholarships and Group Study Exchange subcommittees to include alumni in the program for inbound or outbound scholar/team orientation seminars.
f) With the guidance of the subcommittee chair, establish and maintain a district alumni association.
g) Assist the subcommittee chair in encouraging alumni to make financial
contributions to The Rotary Foundation.
h) Encourage clubs to access up-to-date information on the RI Web site
(www.rotary.org).
i) Participate in meetings called by the subcommittee chair.

1.070.2.6. PolioPlus Subcommittee - (See section 11.080. District PolioPlus Subcommittees) (April 2002 Trustees Mtg., Dec. 107)

1.070.2.8. District Rotary World Peace Fellowship Subcommittee
Applications for the Rotary World Peace Fellowship should be considered separate from Ambassadorial Scholarships.
Purpose:
The district Rotary World Peace Fellowship subcommittee is responsible for
promoting club and district participation in the World Peace Fellowship as well as for selecting candidates for the Rotary World Peace Fellowship. Ensures careful attention is paid to four basic elements – Promotion and Selection, Orientation, Hosting Fellows and Alumni Outreach.
Qualifications of Members:
The subcommittee reviewing Rotary World Peace Fellowship applications and selecting the district-endorsed candidate should include the current district governor, immediate past governor, the governor-elect, the district Rotary Foundation committee chair, and three Rotarians or non-Rotarians with expertise in the fields of peace and conflict resolution, education, and/or civic or business leadership. Where practical, the committee should include members with language abilities who can assess an applicant’s foreign language skills during the interview.
Chair Duties and Responsibilities:
a) Distribute application materials to clubs within the district. Notify clubs of the Rotary World Peace Fellowship opportunity.
b) Coordinate the promotion to develop understanding of and effective participation in the Foundation’s Rotary World Peace Fellowship by assigning clubs in the district to each subcommittee member and providing training and material for the subcommittee members.
c) Coordinate the district selection process for a candidate for the Rotary World Peace Fellowship.
d) Coordinate orientation for selected Rotary World Peace Fellows before their departure and upon their arrival; participate in multidistrict orientations when possible.
e) Provide guidance and training to sponsor counselors appointed by sponsor clubs for outbound program participants, and to host counselors appointed by host clubs for inbound program participants.
f) Maintain contact with recipients during the study period; encourage timely submission of reports to sponsor and host district governors and the Foundation.
g) Coordinate publicizing to the media and to Rotarians in the district the recipients’ return from study.
h) Connect recipients with the district alumni chair; maintain ties with recipients upon their return.
i) Encourage clubs to access up-to-date information on the RI Web site
(www.rotary.org).
j) Utilize the regional Rotary Foundation coordinator for support in carrying out committee responsibilities.
k) Work with members of the district Rotary Foundation committee in determining the distribution of district designated funds.
l) Work with club and district officers to ensure the full utilization of all DDF.
m) Promote, interview, and endorse applications for the Rotary Peace and Conflict Studies Fellowships for short-term certificate studies.
Subcommittee Duties and Responsibilities
a) Assist the chair in notifying clubs of the Rotary World Peace Fellowship
opportunities.
b) Assist the chair in promoting and understanding of and effective participation in the Rotary World Peace Fellowship through regular contact with each club in the district and through district meetings.
c) Encourage and assist assigned club chairs in carrying out their responsibilities.
d) Participate in the selection of a qualified Rotary World Peace Fellowship
candidate from club-endorsed candidates.
e) Assist the chair in promoting an understanding of and effective participation in the Foundation’s Rotary World Peace Fellowship program, through regular contact with each club in the district and through district meetings.
f) Participate in meetings called by the subcommittee chair.
1.080. Involvement of Spouses and Other Family Members of Rotarians in Foundation Programs
The Trustees have observed that
1. broad participation of the spouses and other family members of Rotarians in service projects and Foundation programs undertaken by clubs and districts significantly expands and
enhances Rotary’s program of service;
2. similarly broad attendance and participation of spouses and other family members of Rotarians in Foundation training seminars, recognition ceremonies, and other events at the club, district, and international levels increases knowledge of Foundation activities and accomplishments and helps to achieve Rotary’s objective of promoting world understanding and peace;
3. spouses and other family members of Rotarians strengthen the Rotary movement by taking the spirit and ethics of Rotary to their own professional, civic, charitable, and other activities;
4. spouses and other family members of Rotarians provide a vital framework of support for many Foundation programs;
5. spouses and other family members of Rotarians serve as advocates for Rotary service and Foundation programs to others both within and without the organization;
6. many spouses and other family members of Rotarians are potential contributors to the Foundation. Accordingly, to utilize more fully this potential for the enhancement of Foundation programs and Rotary service, the Trustees establish the following goals for participation in Foundation activities by the spouses and other family members of Rotarians:
1. Clubs and districts are encouraged to plan and implement service projects and Foundation programs in such a manner that the spouses and other family members of Rotarians can easily participate;
2. Clubs and districts are encouraged to organize Foundation training seminars, recognition ceremonies, and other events in such a manner that the spouses and other family members of Rotarians can attend and participate;
3. The Trustee chairman, general secretary, and relevant Foundation committees are requested to organize Foundation events at the Convention, the International Assembly, and other international meetings in such a manner as to encourage the participation of the spouses and other family members of Rotarians in such events;
4. To further the goals of the Foundation and to serve as a model for the broad participation of the spouses and other family members of Rotarians in such Rotary and Foundation projects, programs, and events;
a. the spouses of Trustees are encouraged to participate in club and district service projects and Foundation programs, to attend and participate in Foundation training seminars, recognition ceremonies, and other events, and to serve as advocates for Foundation programs and Rotary service;
b. the spouses of Trustees are requested to attend and participate in Foundation events at the Convention, International Assembly, Rotary Institutes, and other international meetings, as appropriate.

17.030.6. Club Leadership Plan (Rotary Code of Policies 78, June 2007)
The purpose of the Club Leadership Plan is to strengthen the Rotary club by providing the administrative framework of an effective club. The elements of an effective club are to:
a) Sustain and/or increase its membership base
b) Implement successful projects that address the needs of its community and communities in other countries
c) Support The Rotary Foundation through both financial contributions and program participation
d) Develop leaders capable of serving in Rotary beyond the club level
To implement a Club Leadership Plan, current, incoming and past club leaders should:
a) Develop a long-range plan that addresses the elements of an effective club
b) Set annual goals using the Planning Guide for Effective Rotary Clubs in harmony with a club’s long-range plan
c) Conduct club assemblies that involve members in the planning process and keep them informed of the activities of Rotary
d) Ensure clear communication between the club president, board, committee chairs, club members, district governor, assistant governors, and district committees
e) Provide for continuity in leadership, including the concept of succession planning to ensure development of future leaders
f) Amend bylaws to reflect the club committee structure and roles and responsibilities of club leaders
g) Provide opportunities to increase fellowship among members of the club
h) Ensure that every member is active in a club project or function
i) Develop and implement a comprehensive training plan that ensures:
1. Club leaders attend district training meetings as appropriate
2. Orientation is consistently and regularly provided for new members
3. Ongoing educational opportunities are available for current members
4. A leadership skills development program is available for all members
Club leaders should implement the Club Leadership Plan in consultation with district leaders as described by the District Leadership Plan. The Club Leadership Plan should be reviewed annually.