District Resource Manual Governor David Hare

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1 District Resource Manual Governor David Hare 1

2 Welcome March 15, 2018 Dear President: RI President Elect Barry Rassin and I are pleased to welcome you to the Carolinas PETS What an honor to be leading a District with such a strong history of Service and support of our Rotary Foundation. This weekend will chart the course for your journey as your club president - I hope you find it to be a worthwhile and rewarding experience. You will hear and see our exciting theme for Be The Inspiration numerous times over the next few days. As the leaders of your clubs, please consistently relay the theme to your members. Rotary is an inspiration. It shows us what is possible, inspires us to reach for it, and gives us a path to actand to Be The Inspiration to our world. Have fun! Sincerely, David Hare District Governor Rotary District 7680 Governor David & Kim with Rotary Internatuional President Barry & Esther TWYRP! (Thanks for Wearing Your Rotary Pin) 2

3 Table of Contents CLUBS Clubs and Presidents Setting a Plan for your Club Club Goals for Rotary Club Central District Club of Excellence District Service Awards and Distinguished Rotarian Award President s Brag Sheet Public Image Social Media DISTRICT District Leadership Team DG, DGE, DGN Assistant Governor Budget District Strategic Plan Calendar of Events Governor Visits Governor Visit Protocol District Governors History of Rotary in NC and District Foundation Banquet District Conference Rotary Leadership Institute Interact Clubs Rotaract Clubs Rotary Youth Exchange Youth Protection Policy Crisis Management Guidelines CART Polio Climb Mount Kilimanjaro Women of Nepal Guatemala Service Trip NewGen Peacebuilders Friendship Exchange Rotary Means Business Fellowship ROTARY INTERNATIONAL RI President RI Convention Rotary History & Structure Rotary Districts in NC Zones 33 & Rotary Foundation RI Strategic Plan Our Guiding Principles Rotary Fellowships REFERENCE Websites and Club Officers Manuals Training and Administrative Publications Acronyms and Abbreviations

4 CLUBS 4

5 Albemarle ClubID: 6051 Thurs at 12:00PM Carolinas Healthcare System Stanly President Raymond Allen 433 North Ninth Street Albemarle, NC H C DAllen98@carolina.rr.com Alleghany County ClubID: Thurs at 07:00AM Alleghany Memorial Hospital Solarium President Robert A League 185 Willow Lane Sparta, NC H C ral4009@aol.com Ashe County ClubID: 6024 Thurs at 07:30AM Sweet and Savory Bakery and Deli President Robert J. Giroux 367 East Landing Ridge Circle Jefferson, NC H C bobandkathygiroux@gmail.com Ballantyne ClubID: Fri at 12:00PM Ballantyne Country Club 1st and 3rd Fridays of the month Ballantyne Crossing Ave Charlotte NC President Maya Tsekova Gunnison Ln. Charlotte, NC W C Queencitym@yahoo.com Belmont ClubID: 5997 Wed at 12:30PM The Stowe Manor President Allison H. Cottingham 119 Moore Dr Belmont, NC C allison@belmontrealty.net Boiling Springs Area ClubID: 6000 Mon at 12:00PM Gardner-Webb University (Dover Campus Center Building) downstairs in the Ritchie Dining Hall President Richard Jason Winn PO Box 421 Shelby, NC W C winnr2@nationwide.com 5

6 Cabarrus County ClubID: Thurs at 07:30AM Cabarrus Family Medicine Conference Center President Merl C. Hamilton 226 Canvasback Court SE Concord, NC H hamiltom@ci.concord.nc.us Charlotte ClubID: 6006 Tues at 12:30PM Fairfield Inn & Suites - Charlotte Uptown President Michael S. Hawley 47th Floor Hearst Tower 214 N. Tryon St. Charlotte, NC W H C mike.hawley@klgates.com Charlotte Evening ClubID: Mon at 06:00PM 1st and 3rd Mondays of the month: Speaker Program at Duckworth's in Uptown Charlotte. Networking, 6-6:20pm with a meeting/speaker program starting at 6:20pm. 2nd and 4th Mondays of the month: Socials, field trips and community service per club website. President Adam Eberhart 7002 Waggoners Glen Lane Charlotte, NC W C adam.eberhart@allentate.com Charlotte Dilworth South End ClubID: 6011 Fri at 12:15PM Dilworth Neighborhood Grill President Kay D. May 247 Sloane Square Way Charlotte, NC H C kayd.may@gmail.com Charlotte International ClubID: Mon at 05:30PM Pfeiffer University: 1515 Mockingbird Ln, Suite 100, Charlotte, NC President Chris Arline Country Lake Drive Pineville, NC W C Chris.Arline@DaleCarnegie.com 6

7 Charlotte North ClubID: 6008 Mon at 12:15PM Byron's South End President Ahmed Kamel 1305 Barnett Woods Fort Mill, SC H C dahmedkamel@gmail.com Charlotte Providence ClubID: 6007 Thurs at 12:30PM Red Rocks Cafe & Bakery Strawberry Hill Shopping Center President Julia Mioara Stuckey 2544 Weddington Ave. Apt Charlotte, NC W H C jstuckey@aquestabank.com Charlotte South ClubID: Mon at 12:30PM Del Frisco's Double Eagle Steak House President Pamela E. Jefsen 601 E. 5th St. Suite 255 Charlotte, NC W pamela@aplacetoliveagain.org Charlotte South Park ClubID: Fri at 07:30AM Doubletree Guest Suites-Charlotte South Park President John Jones 2525 Yorkdale Drive Charlotte, NC C john.jones@itcoa.com, Charlotte Top-of-the-Week ClubID: 6009 Mon at 07:30AM UNCC Center City, Corner of E 9th Street and N Brevard President Doug Shaw 931 Garden District Drive Charlotte, NC C Dougshaw2012@gmail.com Charlotte West ClubID: 6050 Wed at 12:15PM The Morehead Inn President Maryanne Pagonis Dailey Daltrey Lane Charlotte, NC W H C maryannedailey@carolina.rr.com 7

8 Cherryville ClubID: 6010 Wed at 12:15PM Cherryville Community Building President Rocky Bennett 116 W. Main St. Cherryville, NC W H rocky@bennettigi.com China Grove ClubID: 6054 Tues at 06:00PM Gary's Bar-B-Que President James F. Morton 101 N. Clinton Street China Grove, NC W H C jfmorton@aol.com Concord ClubID: 6055 Wed at 12:15PM Central United Methodist Church President Ray Allen 3900 Zion Church Road Concord, NC W C allenr@concordnc.gov Concord - Afton Sunset ClubID: Tues at 06:00PM The Afton Tavern in Afton Village. We're located in Afton Village in Concord, North Carolina. Just off exit 54 (George Liles) and I-85 near the YMCA. President LeDerick Blackburn 2881 Island Point Dr. Concord, NC W H C ljkblack@gmail.com Davidson President Cristy K. Carroll ClubID: Pinecrest Street Mon at 12:00PM Davidson, NC We meet on the 1st, 2nd, and 3rd Mondays of the month at the C North Harbor Club in Davidson, North Carolina. cristy@wisehrpartnerships.com Gaston Breakfast ClubID: Tues at 07:00AM Olio's President Steven L. Tracy 1118 Heatherloch Dr. Gastonia, NC H stevepath1@aol.com 8

9 Gastonia ClubID: 6014 Thurs at 12:30PM Gastonia Conference Center President Cheryl Jean Rhoades 511 S Chester St. Gastonia, NC H C rhoades007@gmail.com Gastonia East ClubID: 6015 Mon at 12:00PM Gastonia Conference Center President Page D. Morgan 212-B West 2nd Ave. Gastonia, NC W H C page@pagedolleymorgan.com Gastonia-Evening ClubID: Tues at 05:30PM OLIO Med-American Restaurant Coral Room President Vernon Vaughn 3409 Candlewick Way Gastonia, NC W H vernon@gastoniasheetmetal.com Greater Statesville ClubID: 6017 Thurs at 12:00PM Statesville Country Club President Maureen Gillen Moore Graysac Court Cornelius, NC W H C maureengmoore@gmail.com Hamlet ClubID: 6061 Tues at 12:00PM Sandhills Regional Medical Center President Ralph Steagall 901 Rollins Hamlet, NC Huntersville Happy Hour ClubID: Mon at 05:30PM Spare Time Huntersville President Mike Fitzgerald Berryfield Street Huntersville, NC C Mike@pfgfam.com 9

10 Kannapolis ClubID: 6064 Tues at 12:00PM Kannapolis Train Station President R. Dale Fink 510 Eastminister Drive Kannapolis, NC W H C dfink@nee-pa.com Kings Mountain ClubID: 6025 Thurs at 12:00PM H L Patrick Senior Center President Edward I. Blackburn 1211 Piedmont Ave. Kings Mountain, NC W C edward.i.blackburn@suntrust.com Lake Norman-Huntersville ClubID: Thurs at 07:30AM Northstone Country Club President Connie Burrow Booth Bay Court Cornelius, NC C connie@pumahomes.com Marshville ClubID: 6029 Tues at 12:00PM Autumn Care Nursing Home President Jane Ellickson P.O. Box 521 Marshville, NC W H C janellickson@aol.com Matthews ClubID: 6031 Mon at 12:30PM Levine Senior Center President Barry Richard Steiger 2945 Weddington Rd. Matthews, NC C bardons123@yahoo.com 10

11 Mecklenburg County-South ClubID: Fri at 07:15AM Another Broken Egg Restaurant President Edward Levoe Tillman 6331 High Creek Court Charlotte, NC W H C eltillman@gmail.com Monroe ClubID: 6032 Tues at 12:00PM Rolling Hills Country Club President William Benjamin Burr 108 Sutherland Ave. North Monroe, NC W H C ben.burr@graybar.com Monroe-Union Breakfast ClubID: 6033 Wed at 07:30AM Golden Corral President Brandon Derrick 2615 Dellwood Drive Monroe, NC W C HIEMonroesales@gmail.com Mooresville ClubID: 6034 Tues at 07:30AM The Heritage House 494 E. Plaza Dr. Mooresville, NC President Hefni Badr 211 Harris Farm Rd Mooresville, NC H C hefbadr@yahoo.com Mooresville-Lake Norman ClubID: Tues at 12:00PM Mooresville Citizen Center President Stuart Martin Madow Catawba Regional Hospice 3975 Robinson Road Newton, NC W C booknook9121@yahoo.com 11

12 Mount Holly ClubID: 6036 Thurs at 12:15PM City of Mount Holly Municipal Complex- Training Room President James Allen 5106 Iveystone Ct. Belmont, NC W H C jamesallen3212@gmail.com North Mecklenburg County ClubID: Wed at 12:15PM The Peninsula Club President Anna Davis Crown Lake Dr. Cornelius, NC W H C annadavis@bellsouth.net North Wilkesboro ClubID: 6039 Mon at 06:30PM Brushy Mountain Smokehouse and Creamery President Robert C. Hicks 102 Holly Ridge Rd. North Wilkesboro, NC H C robnmargie@charter.net Rockingham ClubID: 6076 Mon at 12:00PM The First Health/Richmond Memorial Hospital President Justin Clark 108 Crow Rn Rockingham, NC W H C jclark@sandhillschildrenscenter.org Rowan County ClubID: Thurs at 07:00AM The Country Club of Salisbury President Seth Waller 380 Roger Drive Salisbury, NC W H C seth@falconinvesting.com 12

13 Salisbury ClubID: 6077 Tues at 12:30PM The Rotary Hut President Eric E. Nianouris 700 Club Dr. Salisbury, NC C eric.nianouris@rss.k12.nc.us Shelby ClubID: 6040 Fri at 12:30PM Cleveland Country Club 1360 East Marion Street Shelby, NC President Justin Scott Merritt 207 Edgemont Ave. Shelby, NC W C jsmerritt7@gmail.com Shelby Breakfast ClubID: Tues at 07:30AM The Creekside Clock Restaurant of Shelby President Richard Hooker Jr King Arthur Court Shelby, NC W H C rhookerjr@hotmail.com Southwest Cabarrus ClubID: Tues at 11:45AM The Rocky River Golf Club President Dustin Wilhoit 509 Woodbrook Place NE Concord, NC C dustinwilhoit704@gmail.com Statesville ClubID: 6043 Tues at 12:00PM Statesville Country Club President Margaret J. Willhide 127 Columbine Dr. Statesville, NC H C pwillhid@gmail.com Statesville/Fourth Creek ClubID: Wed at 07:00AM Statesville Civic Center President Jamie Goldfarb 428 Thistle Lane Statesville, NC H C carriegarvey@yahoo.com 13

14 Taylorsville ClubID: 6045 Wed at 12:00PM Taylorsville Presbyterian Church Fellowship Hall President Melissa Rae Aldrich 152 Angel Oaks Drive Statesville, NC W H maldrich@peoplesbanknc.com Top of the Lake-Mooresville ClubID: Thurs at 08:15AM George Pappas' Victory Lanes President Stephen Edward Krise, W H C stephen.krise@53.com Troutman ClubID: Tues at 07:30AM Little Joe's Enrichment Center at Barium Springs President Teross Young 160 Ashmore Circle Troutman, NC W H teross06@att.net Union West (Indian Trail) ClubID: Thurs at 07:30AM Indian Trail Civic Building President Larry S Helms 4004 Bianca Dr Indian Trail, NC W H C larry@larryhelms.com Wadesboro ClubID: 6086 Thurs at 12:00PM Welika Lake President Caroline McRae Goins 117 South Greene Street Wadesboro, NC W ext 103 C caroline.goins@ansonchildren.org 14

15 Waxhaw-Weddington ClubID: Thurs at 07:30AM CMC-Waxhaw Medical Pavilion - Community Room President Paula Jeanne Smith 1840 Tanglebriar Ct Matthews, NC W H C paula.j.smith@espn.com West Stanly ClubID:75602 Thurs at 7:00 AM Fresh House Restaurant President Amy Baucom-Bates 426 Meadow Creek Church Road Locust, NC C: abbiv@yahoo.com 15

16 Setting a Plan for your Club Be a Vibrant Club: Your Club Leadership Plan is a collection of best practices intended to strengthen clubs-the first priority of the RI Strategic Plan. Rotarians can make their club more vibrant and engaging by developing a club leadership plan that includes the best practices of effective Rotary clubs. Consider adapting these best practices for your club: Plan early and surround yourself with a capable team Define Rotary as it should exist in your club Provide and review an annual budget Create a Membership Plan Involve all club members Develop long-range goals or a strategic plan Play by the rules-update and enforce your club by-laws and constitution Prepare an effective weekly agenda and program Plan effective service projects and fundraisers; include both check writing and elbow grease Support the Rotary Foundation with pledged gifting Establish an effective Public Image campaign Promote attendance at District events-particulary training opportunites Collaborate with area clubs and utilize your Assistant Governor Planning is key, but successful, timely execution is what makes your planning a reality If it is important, you need to communicate multiple times and in multiple formats-such as verbal, , social media, print, etc. Delegate early and often-you cannot do it all, but more importantly, if you try you will rob others of the opportunity to serve Convene regular club assemblies Maintain open lines of communication Ensure continuity in leadership at every level Provide opportunities for networking and socializing Offer regular, consistent training Assign committees that support your club s needs Make Rotary fun for you, and your club Say thank-you 16

17 Club Goals for Rotary Club Central This is a listing of goals to be entered into Rotary Club Central. Review your club s goals and progress, finalize your goals, sign-in to Rotary Club Central and enter. Your Club Membership 1. Number of members you plan to have at the end of the year. Rotary Engagement 1. Members participating in club service activities. 2. Members sponsoring new Rotarians. 3. Members in leadership development programs or activities (RLI, etc.). 4. Members in Rotary Action Groups. 5. Members in Rotary Fellowships. 6. Members attending District Conference. 7. Committee Chairs attending Assemblies. Club Communication 1. Our club has a Strategic Plan. 2. Our online presence accurately reflects our current activities. 3. Number of social activities for members outside of club meetings per year. Public Relations 1. Number of times we update our website or social media per month. 2. Number of media stories covering our club s projects per year. 3. We use RI produced advertising/public image materials. Service Service Projects and activities 1. Detail for each project a. Title b. Summary c. Projected Resources i. Total volunteer hours ii. Number of volunteers iii. Cash contributions d. In-kind donations i. Type ii. Quantity iii. Total value e. Project status Clubs for Young Leaders 1. Number of Rotaract clubs. 2. Number of Interact clubs. Young Leader Participants 1. Number of inbound Youth Exchange students. 2. Number of outbound Youth Exchange students. 3. Number of SFTL participants. Foundation Giving Annual Fund 1. Annual Fund Polio Eradication Initiative 1. Polio Eradication Initiative Major Gifts and Endowments: 1. Major Gifts 2. Bequest Society 3. Benefactors 17

18 District Club of Excellence Criteria Deliver your completed Club of Excellence criteria to District Awards Chair Barbara Dresser by May 1, Goal achievement will be based on the honor system (remember the Four-Way Test). Contact Barbara at or Rotary International Achieved [ ] Clubs must achieve this goal: Achieve the Presidential Citation Support and Strengthen Clubs Achieved [ ] Clubs must achieve 4 of the following goals: At least one member attending RLI for small clubs (50 and under), and two for large clubs (51 and more). It is suggested your club pay for their attendance. Attend the district s Membership Seminar, then implement. Conduct a Healthy Club Survey. Engage new members by giving each a responsibility, (assigning to a committee only counts if the new member is given a responsibility). Participate in a YP event (Young Professionals). Provide a structured Orientation program for every new member. Focus and Increase Humanitarian Service Achieved [ ] Clubs must achieve 5 of the following goals: Add one new Bequest Society member for small clubs (50 and under), or two new Bequest Society members for large clubs (51 and more). Add one new Paul Harris Society member for small clubs (50 and under), or two new Paul Harris Society members for large clubs (51 and more). Attain 25% of members using Rotary Direct for their Rotary Foundation giving. Contribute $25/member to C.A.R.T. or Coins for Alzheimer s Research Trust. Contribute $50/member to Polio eradication Participate in a Peace event (such as attending the Annual Rotary Peace Conference in Chapel Hill, or sponsoring a NewGen Peacebuilders or having a guest speaker focused on Peace). Participate in one new hands-on project in your local community. Participate in a district or global grant. Enhance Rotary s Public Image and Awareness Achieved [ ] Clubs must achieve 4 of the following goals: Invite the top elected officials from your community to a club event. Place Rotary signage at all permanent structures built or funded by your club. Place signage indicating your Rotary club meets here. Promote members wearing their Rotary pins at both Rotary events and in the community. TWYRP! Provide your members with a Rotary logo/your Rotary club apparel such as a Polos/Golf, Buttondown or Rotarians at Work Tee Shirt. Wear your Rotarians at Work tee shirts at a hands-on event in the community. 18

19 District Service Awards Clubs must apply for all Service Awards by May 1, These awards are to recognize projects started and completed from July 1, 2018 through May 1, An award will be presented to a small club, (50 and fewer members as of July 1, 2018), and a large club (51 or more members as of July 1, 2018). Club Service Award Club service focuses on strengthening membership and ensuring the effective functioning of the club. This includes attendance at meetings and district events, programs, fellowship/social activities, public image, attracting and engaging, member recognition, concern for Rotarian s families, and Rotary training. In addition to your club s website, it is increasingly desirable for each club to have a Facebook Fan Page (not a group page) to alert the public of activities within the clubs and also to attract new Rotarians. To be considered, submit a summary of your club bulletins or electronic newsletters (minimum of 4 from the year), webpage address, and Facebook page address to the District Awards Committee. Community Service Award Rotary s purpose is to serve others through efforts to improve the community, to promote high ethical standards and to promote understanding and goodwill. Projects benefit youth, the disabled, and the elderly and meet a broad range of other civic, social, cultural, and environmental needs. Each club should study its community, identify its problems and needs, and work to solve them. To be considered, submit a summary of your Community Service Projects to the District Awards Committee. International Service Award The Advancement of International Understanding, Goodwill and Peace through a world of fellowship of business and professional people united in the ideal of service is the goal of International Service. Projects improve lives and meet human needs, and thus promote international understanding and goodwill by means of materials, technical and professional assistance. To be considered, submit a summary of your International Service Projects to the District Awards Committee. Vocational Service Award Rotary s purpose is to serve others through their vocation, to promote high ethical standards and to promote understanding and goodwill. Each club should study the vocations represented in their communities, identify the problems and needs and work to solve them. To be considered, submit a summary of your Vocational Service Projects to the District Awards Committee. Youth Service Award Youth Service recognizes the positive change implemented by youth and young adults through leadership development activities, involvement in community and international service projects, and exchange programs that enrich and foster world peace and cultural understanding. To be considered, submit a summary of your Youth Service Projects to the District Awards Committee. Distinguished Rotarian Award Each club in District 7680 has the opportunity to honor a single member of their club for Distinguished Service as a Rotarian. The award should be presented to a Rotarian who has exemplified Service Above Self in his/her daily life as a Rotarian and a member of his/her community. This award is chosen by your club. Name must be submitted by February 1, 2019 to awards chair Barbara Dresser (barbara@dresser.cc). 19

20 President s Inspiration Sheet Be the Inspiration President s Name Club My Team is: President-elect Secretary Treasurer Sergeant-at-Arms Immediate Past Pres Trainer Club Services Chair Membership Chair Public Image Chair Rotary Foundation Chair International Service Chair Vocational Service Chair Youth Service Chair Three things Governor David should praise my club for doing well are: Three things I would like Governor David to help me challenge my club to do are: Plans for something we have never tried before: Plans for Club Services (Awards, Family of Rotary, Fellowship and Socials, Fundraisers, Weekly Breakfast/Luncheon/Dinner/Happy Hour-facilities, guest speakers, greeters, health & happiness): Plans for Membership (attracting, understanding why, orientation, mentoring, and engagement): Plans for Public Image (social media, press, signage, weekly bulletin/newsletter, club brochure): Plans for The Rotary Foundation (Awareness, EREY, Sustaining, Paul Harris Fellow, Paul Harris Society, Major Donors, Benefactors, Bequest Society, Peace Center and Rotary Direct): Plans for Service projects (existing and new, local and international, club only and joint): Note: This will be ed as a Word document, so you can enter information, save, to the Governor and Assistant Governor, and distribute to your team. Something I would like Governor David to know about me or my club: Special or unusual talents among our membership: 20

21 Public Image Public relations efforts are vital to Rotary s continued growth and service. Creating a positive image for Rotary is the responsibility of every Rotarian, both locally and globally. Whether you re new to promoting Rotary or a seasoned PR pro, tools are available in My Rotary. Learn to write an effective press release. Get tips on working with the media. Learn how to use nontraditional and new media tools to promote Rotary. Find tips on how to measure the success of your campaign to better prepare for future efforts. Download images, videos, ads, logos, branding guidelines, Rotary key messages and resources. 21

22 Social Media The District has put together a great guide to Social Media. The guide covers: Managing a Social Media Presence Log in to Facebook Form a Following with Twitter Connect with LinkedIn Sharing Photos and Videos Additional Resources 22

23 DISTRICT 23

24 District 7680 Leadership Team District Leadership Governor David Hare Governor-Elect Beth Trotter Governor-Nominee Mike Walker Immediate Past District Gov. Scott Van Der Linden Governor s Aide Elizabeth Teagarden Secretary Wally Olson Treasurer Phil Volponi Finance Chair Luther Moore, PDG Chair-Elect Allen Langley, PDG Chair-Nominee Tom Smith, PDG Immediate Past Finance Chair Bob Wilson, PDG Foundation Chair Bob Wilson, PDG Global Grants DDF Grants Sean Gautam - Audit/Stewardship tbd - Grant Treasurer John Blair Funding/Annual Fund Mike Walker PHF & PHS, through Rotary Direct Funding-Permanent Fund tbd Benefactor, Bequest Society & Major Gifts Foundation Banquet Kam Chandan Major Donors/PHS Cruise tbd Peace Center/Fellowships Sharon Heinrich Polio Tom Smith, PDG International Services Chair Ineke Wilson, PDG Youth Exchange Karen Steffens Membership Chair RLI Coordinator Trainer PDG Glenn Hood, PDG Georgia Oakes Mark Markanda, Club Services District Conference Travis Vance Alumni Patricia Shafer Taura Napier Awards Barbara Dresser CART Luther Moore, PDG Governor s Installation Banquet Doug McVadon Historian Mark Markanda, PDG Newsletter Jennifer Kendrick Public Image/Public Relations David Keith Technology Help Ken Dresser, PDG DACdb & Rotary Club Central Webmaster Lisa Perry Youth Services Chair Interact Rotaract SFTL Youth Conference Youth Protection Officer Assistant Governors Anson/Stanley/Richmond Ashe/Alleghany/Wilkes/Alex Cabarrus Cleveland Gaston Iredell/Rowan Mecklenburg-Central Mecklenburg-North Mecklenburg-South Union tbd Jonathan Adams Merna Gill tbd Ineke Wilson, PDG Lianna Rossman Christy Bogle Matt Cooksey Dick Lewis Sharon Heinrich Fred Caldwell Chris Nichols Sean Gautam Kamlesh Chandan Linda Rakvic Nico Iannelli David Hare, Governor

25 David has been a member of the Rotary Club of Charlotte Top-of-the-Week since 1980, where he has served in every capacity including President. He has received his club s Distinguished Rotarian Award in 1997, 2008 and David is currently working on his 34 rd year of perfect attendance, and he has led his club in singing for over 30 years! David was awarded the Community Service Award of the Rotary Club of Debrecen, Hungary in 2013 for his leadership with an RI grant collaboration with 12 clubs, in 3 districts, purchasing two transportation vans for severely disabled children of the Immanuel Home in Debrecen. He is a Member of the Paul Harris Society, a Paul Harris Fellow, a Bequest Society Member and Paul Harris Sustaining Member. Governor David Hare 3100 Pontifex Court Charlotte, NC H C dcrhare@gmail.com Rotary Club of Charlotte Top-of-the-Week David served as Assistant Governor in , the District Conference Committee from 2013 to present, and from Chaired the District Grants sub-committee, overseeing the distribution of over $300,000 in grants for local and international projects. Born in Birmingham, England, he moved to Charlotte in 1979 after working five years in Zambia and Liberia with Big 5 accounting firms. David is a member of the American Institute of CPA s, the North Carolina Association of CPA s, and a Fellow of the Institute of Chartered Accountants in England and Wales. He recently retired. David and Kim have been married for 28 years, and have two daughters. They are members of Myers Park Presbyterian Church where he has sung in the choir for the past 30 years, is a Deacon and served on numerous committees. His hobbies include tennis, reading and travel when time permits. David also enjoys watching sports-especially rugby (he once played for Liberia in an international match against Sierra Leone). Beth Trotter, Governor Elect Beth is a member of Mecklenburg County-South Rotary Club. She became familiar with Rotary through her husband, Rodney Holtzmuller, a third generation Rotarian, charter member of Mecklenburg County-South and the club s second President. She has prefect attendance since joining Rotary, is a Paul Harris Society Member and RLI graduate. As Club President, the Rotary Club of Mecklenburg County South earned the Presidential Citation, District Gold Club of Excellence, District Membership Growth Award and the District Club Service Award. Governor Elect Beth Trotter 5905 Vidal Lane Charlotte, NC trotteb@icloud.com Rotary Club of Mecklenburg County South She learned about Rotary s Youth Exchange program from Rodney s family who had hosted many youth students. In 2015, Beth and Rodney enjoyed hosting their first exchange student. Another passion of Beth s is the eradication of polio. She and her daughter, Hadley, joined the District 7680 Mt. Kilimanjaro climbers in 2012 to raise awareness and funds for ending Polio worldwide. Beth s aunt and uncle died prematurely from the debilitating effects of polio, while her father is a healthy polio survivor. A third passion of Beth s is to find a cure for Alzheimer s. Her mother passed away in 2013 after suffering with Alzheimer s. Beth intends to encourage increasing contributions for CART to further enable cutting edge research for ending Alzheimer s disease. She served her third term as Assistant Governor in In 2016, she was awarded outstanding Assistant Governor. She also served as chairperson for the 2016 District Conference. Beth and Rodney reside in Charlotte, and have four married children and ten grandchildren. She has been affiliated with Nationwide Insurance for 22 years, beginning her career as an agency owner. Currently she is a regional district manager for Nationwide. Beth has an undergraduate degree from Queens University and MBA from Winthrop University. She enjoys spending time with her grandchildren, traveling, bike riding, sprint triathlons, photography, golf, camping and cooking. 25

26 Mike Walker, Governor Nominee Mike is a second-generation Rotarian whose father was President of his Rotary club in the1980s. He has been a member of the Rotary Club of Charlotte-South since In his year as President in , his club was one of only five to win the Presidential Citation with Distinction. In 2015, he was selected as his club s Distinguished Rotarian, is currently the board chair of his club s charitable foundation, was club programs chair for 18 months, and has been involved in numerous projects for the club. Governor Nominee Mike Walker 5000 Winding Brook Road Charlotte, NC mwalker@stephens.com Rotary Club of Charlotte-South At the District level, Mike is finishing his third year in serving seven clubs as Assistant Governor for Area 8, Mecklenburg Central. He s also the creator and leader of the District Small Club Membership Summit, strongly believing all clubs should be healthy clubs. He also served as the District Polio Chair. Mike is the co-creator and organizer of the District 7680 Kilimanjaro climbs, and organized the past 5 Mt. Kilimanjaro climbs and fund raising. He and his wife Susan climbed to the top of Mt. Kilimanjaro in 2012 with fellow Rotarians. Since 2012, he and over 50 Rotary climbers raised over $160,000 for The Rotary Foundation s PolioPlus fund. Mike has spoken numerous times at clubs, District Conferences, Mid-Year Assemblies and Foundation banquets. He s a graduate of the Rotary Leadership Institute (RLI), is a Rotary Foundation Bequest society member and Benefactor, and Paul Harris Fellow +5. Mike has served in a wide range of community leadership roles outside Rotary over the past 30 years. He is a financial advisor with over 30 years of experience, and is a Certified Investment Management Analyst (CIMA) with the Investments & Wealth Institute, formerly IMCA. A native of Florida, Mike received a BS in Engineering from the University of Central Florida in 1974, and an MBA from the University of Utah in His wife Susan is also a member of the Rotary Club of Charlotte-South, and also an active leader in the community. Together, they have 5 grown children and 4 lively grandsons. 26

27 Assistant Governors Christy Bogle 1504 Melchor Road Albemarle, NC W C cbogle9678@stanley.edu Clubs: Albemarle Hamlet Rockingham Wadesboro West Stanly Matt Cooksey 25 Macy Court Taylorsville, NC W C alexhabitat@aol.com Clubs: Alleghany Countyy Ashe County North Wilkesboro Taylorsville Dick Lewis 512 Worthington Ct NE Concord, NC H Papalewis19462gmail.com Clubs: Cabarrus County China Grove Concord Concord Afton Sunset Kannapolis Southwest Cabarrus Sharon Heinrich 4559 Huntingdon Drive Gastonia, NC H W C slh4559@yahoo.com Clubs: Boiling Springs Cherryville Kings Mountain Shelby Shelby Breakfast Fred Caldwell PO Box 1000 Clover, SC H W C caldwellfred@hotmail.com Clubs: Belmont Gastonia Gaston Breakfast Gastonia East Gaston Evening Mount Holly Chris Nichols 152 Snow Fountain Lane Mooresville, NC W C Chris.nichols@blueharborbank.com Clubs: Mooresville Mooresville-Lake Norman Rowan County Salisbury Statesville Greater Statesville Statesville/Fourth Creek Top of the Lake-Mooresville Troutman 27

28 Kam Chandan Chipping Dr Huntersville, NC H C kamleshchandan@yahoo.com Clubs: Davidson Huntersville Happy Hour Lake Norman Huntersville North Mecklenburg Sean Gautam 6325 Hazelton Drive Charlotte, NC W C sean@portfoliopro.com Clubs: Charlotte Charlotte Evening Charlotte North Charlotte South Charlotte SouthPark Charlotte Top-of-the-Week Linda Rakvic 1048 Cameron Creek Pkwy Tega Cay, SC C lindalee3751@gmail.com Clubs: Ballantyne Charlotte Dilworth South End Charlotte International Charlotte Providence Charlotte West Mecklenburg County-South Nico Iannelli 2000 Corona Ln Indian Trail, NC C niannelli@aquestainsurance.com Clubs: Marshville Matthews Monroe Monroe Union Breakfast Union West Waxhaw-Weddington 28

29 District Budget Budget Amounts VARIABLES # Rotarians (2600 July 1, 2625 January 1) 2625 Dues (billed 1/2 twice yearly, based on SARs) $46 INCOME Revenue Club District Dues $120,175 DG Installation $4,500 Foundation Banquet $18,000 District Conference $57,500 Rotary Youth Exchange-Outbound $4,000 Interest /Misc Income $1,750 Total Revenue $205,925 EXPENSES General and Administrative Expenses Audit & Tax Preparation $2,000 Bank Service Fees $250 Credit Card Fees $1,000 Database Fee - Annual $5,000 Equipment $1,000 Insurance and Storage $1,464 Legal related expenses $750 Office Expense/Postage/Printing $2,000 Technology Solutions $1,000 Website Hosting $3,600 $18,064 29

30 District Committees Assistant Governors $3,000 Executive Secretary $16,000 Executive Secretary - Expense $1,250 Finance Committee $250 Foundation Committee $250 Governor - Discretionary Funds $4,000 Governor-Annual Special Project $2,500 Governor - General $2,000 Nominating Committee $250 Past District Governors - COG's $600 General committee expense $2,500 Committees Special projects $2,500 Trainer Expense $500 Treasurer Expense $500 $36,100 District Service Committees Club Service - Leadership Institute Dues (RLI) $400 Club Service - Public Image $3,000 Youth Service - Rotary Youth Exchange $8,000 Youth Service - District Conference $1,500 Foundation - Major Donors $10,000 $22,900 Assemblies Mid-Year (January) $1,500 Membership/Foundation workshop $1,000 $2,500 Banquets Installation Banquet $7,500 Foundation Banquet $20,000 District Conference $60,000 Club Awards (Dist. Rotarian, CART,etc.) $2,500 $90,000 PETS Registration for DG, DGE, DGN, AG's, District Leadership- $7,150 Regional Training $5,150 Emerging Leaders/Youth Conference $1,500 $13,800 30

31 Zone Institute District Governor $2,500 District Governor Elect $3,000 District Governor Nominee $3,000 Past District Governors $3,500 Zone Institute Assessment $500 $12,500 International Convention International Council on Legislation $0 International Convention DG $4,000 International Convention DGE $4,000 International Convention DGN $2,000 $10,000 Total Expenses $205,864 Net Income vs Expense $61 31

32 District Strategic Plan Building Stronger Clubs Vision We will work with our member clubs to strengthen the Rotary brand. Mission Statement "The activities and organization of a Rotary District exist solely to help the individual Rotary club advance the Object of Rotary and should not diminish services provided by Rotary clubs or individual Rotarians" Strategic Priorities Develop, retain and increase MEMBERSHIP Provide opportunities for FELLOWSHIP and COMMUNITY SERVICE Support the ROTARY FOUNDATION Provide opportunities for LEADERSHIP and the development of our leaders Actively encourage and strengthen COMMUNICATIONS Core Values High Ethical Standards Service Rotary Foundation Support Integrity Fellowship Leadership Training Developing Youth Fostering Goodwill Literacy & Education Sound Fiscal Policy Polio Eradication District leadership recognizes clubs have a strong local focus. We also urge establishing and maintaining a balanced participation in district and international initiatives as this is important to the continued success of Rotary. 32

33 District Calendar March, the Sheraton Four Seasons in Greensboro, NC April, 2018 May, All Clubs Conference with District Embassy Suites in Charleston, SC June, International Convention in Toronto, Canada July, 2018 New Rotary Year Begins 7 District Governor and Officer SMS Catering, Club Awards August, 2018 tba September, 2018 tba Membership and New Club Development Month Membership Mitchell Community College in Mooresville Basic Education & Literacy Month Paul Harris Society & Major Donors Appreciation Event October, 2018 Economic & Community Development Month 13.. Duck Race for Polio Tailrace Marina, Mount Holly 24 World Polio Day November, 2018 Rotary Foundation Month 10 Foundation The Langtree Plantation, Cornelius, NC December, 2018 January, 2019 Disease Prevention & Treatment Month Club Elections Vocational Service Month February, 2019 Peace & Conflict Prevention/Resolution Month tba Mid-Year UNC Charlotte Center City Campus 23 Rotary s 114 th Birthday March, 2019 Water & Sanitation Month tba District Grants Bethel Presbyterian in Cornelius, NC District Omni Grove Park Inn, Asheville, NC the Sheraton Four Seasons in Greensboro, NC April, 2019 tba tba May, 2019 tba Maternal & Child Health Month Peace the Center for Global Initiatives in Chapel Hill, NC District Youth Conference Youth Service Month District Assembly June, 2019 Rotary Fellowship Month Rotary International Convention -Hamburg, Germany tba. Governor s Installation 33

34 Governor s Official Visit Schedule Club Date/Time Location Albemarle 12:00pm, Thursday, July 19 Carolinas Healthcare System Stanly Alleghany County 7:00am, Thursday, July 12 Alleghany Memorial Hospital Solarium Ashe County 7:30am, Thursday, August 16 Sweet & Savory Ballantyne 12:00pm, Friday, October 19 Terrace Cafe Belmont 12:30pm, Wednesday, November 7 Stowe Manor Boiling Springs 12:00pm, Monday, September 10 Gardner-Webb University Cabarrus County 7:30am, Thursday, September 13 Cabarrus Family Medicine Charlotte 12:30pm, Tuesday, November 13 Fairfield Inn-downtown Charlotte Dilworth-South End 12:15pm, Friday, October 26 Dilworth Grill Charlotte Evening 6:00pm, Monday, October 29 Duckworth s Charlotte International 5:30pm, Monday, October 22 Pfeiffer College-Park Road Charlotte North 12:15pm, Monday, November 5 Byron s South End Charlotte Providence 12:30pm, Thursday, October 25 Red Rocks Café Charlotte SouthPark 7:30am, Friday, November 9 Doubletree Guest Suites Charlotte South 12:30pm, Monday, October 29 Del Frisco s Charlotte Top-of-the-Week 7:30am, Monday, November 19 UNCC-downtown campus Charlotte West 12:15pm, Wednesday, October 17 Morehead Inn Cherryville 12:15pm, Wednesday, August 8 Cherryville Community Building China Grove 6:00pm, Tuesday, September 18 Gary s Bar-B-Que Concord 12:15pm, Wednesday, September 5 Concord Hotel Concord-Afton Sunset 6:00pm, Tuesday, September 25 Afton Tavern Davidson 12:00pm, Monday, October 1 North Harbor Club Gaston Breakfast 7:00am, Tuesday, August 21 TBD Gaston Evening 5:15pm, Tuesday, August 14 TBD Gastonia 12:30pm, Thursday, August 2 Gastonia Conference Center Gastonia East 12:30pm, Monday, August 27 Gastonia Conference Center Greater Statesville 12:00pm, Thursday, September 20 Statesville Country Club Hamlet 12:00pm, Tuesday, July 10 Sandhill s Regional Medical Huntersville Happy Hour 5:30pm, Monday, July 23 Spare Time Bowling Alley Kannapolis 12:00pm, Tuesday, August 28 Kannapolis Train Station Kings Mountain 12:00pm, Thursday, August 30 H L Patrick Senior Center Lake Norman Huntersville 7:30am, Thursday, November 1 Northstone Country Club Marshville 12:00pm, Tuesday, July 17 Autumn Care Nursing Home Matthews 12:30pm, Monday, October 15 Levine Center Mecklenburg County-South 7:30am, Friday, October 19 Another Broken Egg Restaurant Monroe 12:00pm, Tuesday, July 24 Rolling Hills Country Club Monroe Union Breakfast 7:30am, Wednesday, July 11 Golden Corral Mooresville-Lake Norman 12:00pm, Tuesday, September 11 Mooresville Citizen Center Mooresville 7:30am, Tuesday, September 18 Heritage House Mount Holly 12:15pm, Thursday, August 23 Municipal Complex 34

35 North Mecklenburg 12:15pm, Wednesday, October 3 Peninsula Club North Wilkesboro 6:30pm, Monday, August 6 Brushy Mountain Smokehouse Rockingham 12:00pm, Monday, July 9 Richmond Memorial Rowan County 7:00am, Thursday, October 4 Salisbury Country Club Salisbury 12:30pm, Tuesday, July 31 The Rotary Hut Shelby 12:15pm, Friday, September 7 Cleveland Country Club Shelby Breakfast 7:30am, Tuesday, September 4 Creekside Clock Restaurant Southwest Cabarrus 11:45am, Tuesday, September 25 Rocky River Club Statesville 12:00pm, Tuesday, August 7 Statesville Country Club Statesville/Fourth Creek 7:00am, Wednesday, August 22 Statesville Country Club Taylorsville 12:00pm, Wednesday, August 15 Taylorsville Presbyterian Top-of-the-Lake Mooresville 8:15am, Thursday, September 27 George Pappas Victory Lanes Troutman 7:30am, Tuesday, August 14 Little Joe s Enrichment Center Union West 7:30am, Thursday, July 19 Indian Trail Town Hall Wadesboro 12:00pm, Thursday, September 6 Welika Lake Waxhaw-Weddington 7:30am, Thursday, July 26 CMC-Waxhaw Medical West Stanly 7.00 am, Thursday, August 2 Locust Presbyterian Church 35

36 Governor s Official Visit Protocol Once a year, the District Governor makes an official visit to each club. The purpose of the visit To listen to the Club Leadership and gain a better understanding of their club. To provide helpful and friendly advice to club officers and to answer questions about Rotary International and the District. To serve as a catalyst to help strengthen the programs of Rotary. To allow Governor David to communicate directly with all Rotarians in our District. To meet the requirements that Rotary International sets for serving in the office of District Governor. Process Prior to the Governor s Official Visit, Assistant Governors will meet with the club officers to review the club s Summary of the Club Plans and Objectives. Additionally, the Assistant Governor for the area will work with the club leadership to confirm the meeting and accommodation arrangements. Governor David is a guest of your club when making an official visit. He IS THE PROGRAM for the Official Club Visit. Please do not schedule another program to take place for their visit. Communicate any special plans you have to the Governor and AG so as to be sure it fits in with his other plans. Contact the Governor s Aide and/or AG well ahead of time to confirm times and places to avoid confusion. Please do take some time to tidy up all club supplies. And please do take a few moments to shine the Rotary bell prior to the Governor s visit. Meeting Procedures Governor David has received information directly from RI President Barry Rassin. Values, vision, critical issues and programs were reviewed during many sessions with RI President Barry and other RI Leadership and Trainers. During the Official Visit, he is required to share this information. His presentation is the program for the club meeting and it is not appropriate to schedule any other program that day. You should allow Governor David a minimum of 30 minutes for the presentation. The Governor s visit is a very special occasion and an opportunity for potential members, and members of the family of Rotary to learn more about Rotary. You are encouraged to invite spouses and community/business leaders. Governor David s Introduction: Biographical information will be provided to the President in advance. The highest ranking official in the room will handle the introduction of the Governor. If a Past District Governor is a member of your club and they are in attendance, they should perform the introduction of the District Governor, (this is not a requirement). Otherwise, the Assistant Governor, or the Club President will perform the introduction. 36

37 Encourage members to plan on arriving early and stay late to meet with Governor David. The Governor is representing the Rotary International President, and as such it is appropriate for all to stand when Governor David is introduced, and when he concludes. Gifts for Governor David and Kim are discouraged. It is his wish that you give to The Rotary Foundation to honor the Governor s visit. Presentations of Paul Harris Fellowships, inductions of new members and other honors are especially appropriate during the Governor s visit and he should be asked to participate in such events. Please do not include these activities as part of the 30 minutes scheduled for his presentation. If it is your club s desire to host an event that coincides with the official visit, he would be delighted to attend if the schedule permits. Advance notice is greatly appreciated. Meeting with your Club Board Governor David will meet with your Club Board after the Governor s visit for Breakfast clubs; but before the Governor s visit for Lunch and Evening clubs. This is a time to review your President s Inspiration Sheet and provide the Governor with your club s vision moving forward. It is not a regular Board Meeting. All Club Board members should plan to attend and please allow one hour for this meeting. Special Events and Fundraisers If you wish to invite Governor David and Kim to special events such as club anniversaries, fund raising events or club leadership changeover ceremonies, please consider them as your guest. me at dcrhare@gmail.com. Governor David and Kim enjoy sharing your club activities! With 57 Rotary Clubs in our district, the costs to attend fundraisers or purchase tickets quickly become excessive and are not covered by your district budget. Please remember the Four-Way Test. 37

38 District Governors District 7680 Governors Norm Schul Charlotte North Bob Miller North Wilkesboro, currently Boone Sunrise Bill Poe* Charlotte Bill Lawson Gastonia Jim Stump Charlotte Dilworth Lois Crumpler Wadesboro Frosty Rich* Salisbury Butch Martin* Matthews-Mint Hill Dot Greene Monroe Bobby Smith Shelby Charles Dixon* Charlotte East Bill Belk Charlotte South Jim Morton China Grove Bill Wilson Greater Statesville Joe Morris Charlotte Dilworth Graham Wilson Union West, currently Charlotte Bob Wilson Mooresville, currently Huntersville Happy Hour Karen Shore Mooresville, currently Concord Afton Sunset Firoz Peera Ballantyne Allen Langley Shelby Chris Jones Lake Norman Huntersville Luther Moore Charlotte Ken Dresser North Mecklenburg Ineke Wilson Huntersville Happy Hour Tom Smith Charlotte South Scott Van Der Linden Charlotte South David Hare Charlotte Top-of-the-Week Beth Trotter Mecklenburg County South Mike Walker Charlotte South *Deceased Governors from other Districts (or District 767, our predecessor district) Current Club Bob Cerwin 627 Shelby Mark Markanda 767 Charlotte Ben Binkowski 726 Mooresville Fred Culbreth 690 Charlotte North (Honorary) Whit Whitney 739 North Mecklenburg Milt Iossi 7730 Salisbury Robert Breton 7730 Ashe County Henry Brown 7690 Salisbury Glenn Hood 7710 Ashe County 38

39 History of Rotary in NC North Carolina s first Rotary club was formed in Raleigh on (1914), becoming the 124th Rotary club in the world. Nearly all of the North Carolina clubs are descendants of the Raleigh, Wilmington or Richmond clubs. Rotary began organizing into districts (first called divisions) in North Carolina s earliest clubs ( ) were in District 4, which included the southeastern part of the United States south of Washington, D. C. and Maryland. In 1918, the Rotary Clubs of Virginia, North Carolina and South Carolina were grouped together to form District 7. In 1923, North Carolina and Virginia were reorganized into District 37 and, by 1926, the number of North Carolina clubs was sufficient to form a district within the state, creating District 57. Enough clubs existed in the piedmont and eastern areas of North Carolina in 1937 to form two districts. By 1946, North Carolina was divided into four districts, then six districts in There have been three Rotarians from North Carolina who served as President of Rotary International. First was M. Eugene Newson, from the Rotary Club of Durham ( ); followed by Charles G. (Buzz) Tennent, from Asheville ( ); and finally, Luther H. Hodges, from Chapel Hill ( ). Hodges was previously Governor of North Carolina ( ), and Secretary of Commerce for the United States (1961 to 1965). History of District 7680 There were four Rotary districts in North Carolina in 1989, (767, 768, 769 and 770) when the Governors initiated the process of forming into six Rotary districts, (7670, 7680, 7690, 7710, 7720 and 7730). Local PDGs instrumental in establishing the district s firm footing included T.C Plexico from the Rotary Club of Concord, Don MacKay from Charlotte North, Dr. Paul Helms from Monroe, Mark Markanda from Charlotte East and Mr. Smith from Salisbury. District 7680 was established July 1, 1992 with 2,750 Rotarians and 39 clubs-29 from District 767 and 10 from District 769. Norman Schul, from the Rotary Club of Charlotte North, served as the first District Governor; Bob Miller from North Wilkesboro, as the first District Governor-Elect; T.C. Plexico, PDG from Concord, as the first District Secretary; Duane Kohari from University City, as the first District Treasurer; Fred Culbreth, PDG from Charlotte North, as the first District Conference Chair; Dr. Paul Helms, PDG from Monroe, as the first Membership Chair; Don MacKay, PDG from Charlotte North, as the first International Services Chair; and Mark Markanda, PDG from Charlotte East, as the first Rotary Foundation Chair. As the first Rotary Foundation Chair, Mark Markanda, PDG introduced our annual Rotary Foundation Banquet, which has since enjoyed outstanding speakers such as two RI Presidents, four Past RI Presidents, two RI President-Elects, a Chairman of the Rotary Foundation, a Trustee of the Rotary Foundation and multiple current or past RI Directors. The Rotary Club of Charlotte is the district s oldest club (chartered in 1916); followed by Gastonia (1920); Salisbury (1920); Statesville (1921); Concord (1922); Mooresville (1922); Monroe (1922); Belmont (1925); Shelby (1927); Wadesboro (1927); Albemarle (1928); China Grove (1936); Ashe County (1938); Taylorsville (1938); and Rockingham (1939). District 7680 Firsts: 1 st Rotaract Club in the world, chartered at UNC-Charlotte on March 13, 1968, and sponsored by the Rotary Club of Charlotte North. 1 st Rotary district to organize a Flight of Honor, taking WWII veterans to Washington DC s WWII Memorial in st Rotary district to climb Mount Kilimanjaro, raising over $130,000 to End Polio Now in st Million Dollar Dinner in the Zone to raise over $4 million for the Rotary Foundation in st ranked district in the world for Presidential Citations in

40 Foundation Banquet The Langtree Plantation, Cornelius November 10, 2018 Keynote Speaker Past Rotary International President John Germ 40

41 District Conference Omni Grove Park Inn March 15-17, 2019 Join your fellow District Rotarians for a weekend of fun and fellowship in the beautiful mountains of NC 41

42 Rotary Leadership Institute The mission of The Rotary Leadership Institute is to provide an educational opportunity for Rotarians identified as potential leaders by their Club President. Every President should complete RLI. What is RLI? RLI is a grassroots coalition of Rotary districts implementing a leadership development program for "potential" leaders of Rotary Clubs. Established in 1992, RLI has become a worldwide organization with divisions in every Continent of the world. Most Rotarians have not been exposed to the great scope of Rotary around the world and have not considered what leadership skills are necessary to move Rotary forward. Rotary Club leaders must know the evolution of Rotary, its current status and activities in the world and have a vision for what Rotary can be in the future. RLI is a three-day non-consecutive basic course in both Rotary knowledge and leadership skills, specifically designed for voluntary organizations. In addition to the specific Rotary knowledge skills, most of the RLI sessions have a leadership component. The expectation of RLI is to have clubs identify those with the potential for future club leadership and send them to RLI courses at club expense. All member clubs may send any club Rotarian to RLI courses and any Rotarian may attend any course at his/her own initiative. Curriculum (subject to change) PART I PART II PART III Insights into Leadership Strategic Planning & Analysis Public Image & Public Relations Our Foundation Teambuilding Effective Leadership Strategies Service Projects Club Communications International Service My Rotary World Targeted Service Rotary Opportunities Engaging Membership Attracting Members Building a Stronger Club Ethics & Vocational Service Making a Difference Contact RLI Coordinator Georgia Oakes at georgiaoakes@gmail.com or Help retain new members by budgeting them to attend Part 1of RLI. Commented [TTG1]: 42

43 Interact Clubs Interact is Rotary International s service club for young people ages 12-18, sponsored by individual Rotary clubs, which provide support and guidance, but they are self-governing and self-supporting. History Recognizing the untapped potential of young men and women, in 1960 RI President Harold T. Thomas urged Rotary clubs around the world to find ways to encourage service among youth, foster their active interest in the community, and offer opportunities for them to develop as leaders. Two years later, 23 students at Melbourne High School in Melbourne, Florida, came together to form the first Interact Club. Now, Rotarians were not just helping youth but empowering them to serve locally and internationally with their Rotary club sponsors. community and in the world. There are now half a million Interactors in over 22,200 Interact Clubs around the world. Interactors have discovered a program that offers fun, meaningful service activities while providing a chance to develop leadership skills and meet new friends. In turn, sponsor Rotary clubs have gained increased support for projects and fresh ideas for service while helping to develop future Rotarians. The term, Interact, is derived from "inter" for international, and "act" for action. Every Interact club must be sponsored and supervised by a Rotary club and must plan annual projects of service to its school, Interact Clubs in District 7680 (effective February 14, 2018) 1. Albemarle High School 2. A.L. Brown High School 3. Alexander Central High School 4. Anson High School 5. Ardey Kell High School 6. Ashe County High School 7. Berry Academy 8. Burns High School 9. Butler High School 10. Cabarrus-Kannapolis Early College 11. Cannon School 12. CCTL High School 13. Central Cabarrus High School 14. Charlotte Catholic High School 15. Charlotte Country Day School 16. Cherryville High School 17. Concord High School 18. Cuthbertson High School 19. East Gaston High School 20. East Mecklenburg High School 21. Forest Hills High School 22. Gaston Christian High School 23. Gaston Day School 24. Harding University High School 25. Hickory Grove Christian School 26. Hickory Ridge High School 27. Highland School of Technology 28. Hunter Huss High School 29. Independence High School 30. Jay M. Robinson High School 31. Jesse Carson High School 32. John M Morehead STEM Academy 33. Kings Mountain High School 34. Lake Norman Charter School 35. Lake Norman High School 36. Liberty Preparatory Christian Academy 37. Mallard Creek High School 38. Marvin Ridge High School 39. Mooresville Senior High School 40. Morehead STEM Academy 41. Mount Pleasant High School 42. Myers Park High School 43. North Gaston High School 44. North Mecklenburg High 45. Northwest Cabarrus High 46. North Wilkes High School 47. Parkwood High School 48. Performance Learning Center 49. Pine Lake Preparatory School 50. Porter Ridge High School 51. Providence High School 52. Reid Park Academy 53. Salisbury High School 54. Shelby High School 55. South Iredell High School 56. South Mecklenburg High 57. South Point High School 58. South Rowan High School 59. Statesville Christian School 60. Statesville High School 61. Sun Valley High School 62. Weddington High School 63. West Iredell High School 64. Wilkes Central High School 65. William A. Hough High School Seminar for Tomorrow s Leaders Mission: The Mission of Seminar for Tomorrow s Leaders is to promote the commitment of Rotary in furthering the education and leadership training of youth; for service in their schools, local and global communities. Contact Interact Chair: Jonathan Adams at jadamsua@gmail.com 43

44 Rotaract Clubs Rotaract originally began as a Rotary International youth program in 1968 and has grown into a major Rotary-sponsored organization of over 10,563 clubs spread around the world and 242,949 members. It is a service, leadership and community service organization for young men and women between the ages Rotaract focuses on the development of young adults as leaders in their communities and workplaces. Clubs around the world also take part in international service projects, in a global effort to bring peace and international understanding to the world. "Rotaract" stands for "Rotary in Action", although the name originally comes from a combination of "Rotary" and "Interact" (International + Action), the high school level program created by Rotary International in History In the late 1960s, noting the success of the recently formed Interact program, the RI Board realized the need for a program of service, activity, and fellowship for young adults no longer of Interact age. The name Rotaract (Rotary in Action) was selected to show the program's close affiliation with both Rotary and Interact clubs. RI President Luther Hodges (a member of the Rotary Club of Chapel Hill), inaugurated Rotaract in 1968, with the Rotaract Club of University of North Carolina-Charlotte, being the first. The club received its charter on 13 March and had 21 members. Within a day of the certification of the Rotaract Club of the University of North Carolina-Charlotte, the Rotaract Club of the University of La Salle was chartered in Tacubaya, Mexico. The Rotaract clubs of Florence, Italy; Gaston College and Sylva, both in North Carolina; and Secunderabad, India, were all certified in the following weeks. Since the 1950s, many Rotary clubs had been starting unofficial clubs for young adults, so this fueled Rotaract s rapid growth in its first few years. Rotaract grew from 21 clubs in 1968 to 289 clubs a year later. CPCC Rotaractors Rotaract Clubs in District 7680 (effective February 14, 2018) 1. Cabarrus College of health Sciences 2. Central Piedmont Community College-Central Campus (Downtown) 3. Central Piedmont Community College-Levine Campus (Matthews) 4. Central Piedmont Community College-Merancas Campus (Lake Norman) 5. Charlotte (community based) 6. Davidson College 7. Gardner-Webb University 8. Queens University of Charlotte 9. Rowan-Cabarrus Community College 10. SouthPark (community based) 11. University of North Carolina-Charlotte 12. Wingate University Contact Rotaract Chair: Merna Gill at mernagill@gmail.com 44

45 Rotary Youth Exchange More than 8,000 students each year travel to over 200 countries-building cultural bridges by serving as ambassadors throughout the world. And Rotarians are there to guide them and take part in the experience of creating global understanding. District 7680 Youth Exchange is part of the Ohio-Erie multidistrict. Additional information, applications, country lists, host family applications and more can be found at Role of Youth Exchange Committee Assistance for participating clubs. Orientation of inbound and outbound students as well as clubs and host families. Social events for youth exchange throughout the year. 7 out of 10 district committee members are former Rotary Youth Exchange students. Contact Youth Exchange Chair Karen Steffens karen.steffens@bankofamerica.com or

46 Youth Protection Policy Rotary has a long history of providing service to youth. Each year, more than 300,000 young people participate in Rotary programs like Interact, Rotary Youth Exchange, and Seminar for Tomorrow s Leaders (SFTL). Many club and district mentoring programs, immunization efforts, job training programs, literacy projects, and other initiatives also help young people or other vulnerable populations. Unfortunately, no organization or program is invulnerable to abuse or crises. They can and do occur in even the most seemingly positive settings. Predators often seek teaching, coaching, or other positions that give them access to children and teenagers. Others who are committed to working with youth sometimes find it hard to believe that some adults will abuse the trust placed in them, so they may not notice the signs. Rotary takes youth protection very seriously, and it relies on Rotarians to foster safe environments that prevent abuse and to respond appropriately when it occurs Statement of Conduct for Working with Youth Rotary International strives to create and maintain a safe environment for all youth who participate in Rotary activities. To the best of their ability, Rotarians, Rotarians spouses and partners, and other volunteers must safeguard the children and young people they come into contact with and protect them from physical, sexual, and emotional abuse. Policy Each Rotarian, their spouse or partner, and all other volunteers are responsible to safeguard, to the best of their ability, the welfare of every person with whom they come into contact during activities sponsored by Rotary. Conduct that threatens, intimidates, or coerces another Rotarian, Rotarian s spouse or partner, volunteers, or program participants will not be tolerated. This responsibility shall include the prevention of physical, sexual, or emotional abuse and all forms of harassment or neglect to those who may be vulnerable. Special attention shall be given to the protection of young people. Fulfilling this duty not only ensures their protection, but also safeguards the interests of Rotary Clubs and Rotarians by minimizing their risk of liability, including legal liability, should any participant in a Rotary activity become a victim of abuse. This policy applies to all Rotarians and volunteers involved in serving youth. More specifically, this policy applies to Rotarians and other volunteers who stay overnight with youth, bring students into their homes, make one-on-one contacts with youth, provide extended transportation or other support services to youth, and participate in other activities in which an adult could abuse or harass a youth. Rotarians who engage in or knowingly allow or tolerate sexual abuse or harassment are in violation of this policy and are subject to be dismissed from Rotary International and possible legal proceedings. 46

47 Crisis Management Guidelines In the event of a crisis situation, we need to be able to respond effectively, keep involved parties and Rotary International informed, and use the media, if engaged, as a liaison to disseminate key messages. The organization s response to a crisis often has more impact on reputation than the event that precipitated the crisis. Should you experience a crisis situation, take the following actions in the order listed. This list will help you handle the situation in an organized way that will mitigate risk: 1. Give priority attention to the care of the injured. Not all crisis situations will have an injury. 2. Secure needed assistance doctor, ambulance, fire, law enforcement. 3. Ensure the safety of persons and property. 4. Contact Governor David Hare at (cell). In the event you are unable to reach the Governor and it is urgent that you speak to a District Representative, Governor Elect Beth Trotter will be a back-up contact and may be reached at (cell). Add these numbers to your contact list in your cell phone. 5. If the situation involves youth, you should also contact the District 7680 Youth Protection Officer Lianna Rossman at (cell). Add this number to your contact list in your cell phone. 6. Gather facts before you speak to the Governor or Youth Protection Chair. Your fact-based report should include who, where, what happened, the current state of the crisis, and is media involved. Ensure the Governor is fully briefed before referring the media. 7. The official statement you should make to the public is: We are in the process of gathering facts related to this matter and I am not in a position to answer questions at this time. We appreciate your concern, and will provide a statement at the appropriate time. [If it is known at the time: Our designated spokesperson with respect to this matter will be, who can be reached at. ] 8. Keep the following in mind: a. Do not bury your head in the sand. Pretending the problem does not exist will not make it go away. Be prepared to react quickly. b. Do not panic. Stay calm and clearly define what has occurred. Avoid blame games or debates. Spend your initial time focused on establishing the nature and extent of the crisis, who it will affect, and what you need to do to manage the situation. c. Get your facts straight-it is important to be able to demonstrate command of the situation and not be confused, unclear, or unaware of the facts. d. In conjunction with the district, help manage the communication-there should only be one spokesperson with respect to any statements made on the crisis situation. If you are selected to be the point of contact, be prepared to communicate clearly, honestly, and as often as needed. Without clear communication, people will fill the void with rumors and speculation. e. Be honest in everything you say and do, (remember the Four Way Test). f. Do not play favorites with the media or others. At the appropriate time, communications should be made clearly and concisely to all shareholders. 9. Helpful reference material to use in a crisis situation: a. Rotary Clubs should follow the Rotary International Liability Policy: b. Active US Rotary clubs and districts are provided with general liability. Your user name and password will be provided to your club through an annual mailing. Insurance Portal s web address is: (authentication required). The Rotary Code of Policies can be found at When the Governor receives your call, he will work with you to determine the severity of the crisis, contact Rotary International and add district Rotarians to the crisis team, if needed. A designated spokesperson will be named to handle future inquiries from Rotary International, the public, or media. At the conclusion of the crisis situation, a written report will be completed and approved by the District Governor for the district s records. 47

48 Coins for Alzheimer s Research Trust The purpose of CART (or Coins for Alzheimer s Research Trust Fund) is to provide funding for research for the prevention and cure of the Alzheimer s Disease, typically for leading edge research needing numbers to attract major funding. As of February, 2018, the CART Fund has awarded $ 6.5 million for 40 research grants. Administration and Management of CART CART is a 501(c)3 organization, governed by a Board of Trustees whose primarily members from representatives of the Rotary Districts that support CART. Club checks should be made payable to CART Fund and sent regularly to: Post Office Box 1196, Mooresville, NC, All administrative expenses for the Fund have been derived through earned interest from contributions. One hundred percent (100%) of Donated Funds go to cutting edge AD Research as required by CART by-laws. History of CART In October 1995, the Rotary Club of Sumter, SC, led by Roger Ackerman and Dr. Jack Bevan, initiated the effort to prove that Rotarians voluntarily emptying their pockets of change could produce significant levels of funds to support Alzheimer s disease research. The CART Fund was introduced at the Rotary District 7770 Conference in May, The response was overwhelmingly in support of this grassroots project and the district officially adopted CART as a district-wide program in Since then, additional Rotary Districts throughout the southeastern United States have joined in the effort. Rotary clubs are encouraged to pass the blue buckets at meetings, encourage sponsorships and dedicate memorials to the CART Fund. Quotes from some of CART s grant recipients: Dr. Gary Landreth of Case Western Reserve University received a grant to support work on a then-novel class of drugs. He stated, The CART funds were absolutely critical to our success, as they allowed us to pursue experiments investigating the mechanism of drug action for which we had no other means of support. He further advised that this research has led to three phases of testing involving expenditures in excess of $200 million dollars, (another example of how CART seed funds may lead to major research grants from the National Institute of Health and other groups). Dr. Jim Lau of Emory University, commenting on the discovery of the SORL 1 gene and its connection to CART. The connection is simple. Our work (funded by CART) led to the first association of the SORL 1 protein (also called LR 11) with AD. That sparked interest and led directly to the study of SOTL 1 and other related genes by a very large consortium of genetics researchers. Dr. Todd Golde, Mayo Clinic, Jacksonville: Through funding provided by the CART award we will evaluate how several different types of compounds that modulate production of the amyloid beta protein work to modulate amyloid beta protein deposition in the brain of an Alzheimer s disease mouse model. In a follow-up two years after the CART grant was awarded. Dr. Golde commented: Cart funding was vital in our getting an NIH grant renewed for $2.5 million over 5 years. 48

49 Polio Countdown to History The Rotary Foundation s top priority is the global eradication of polio. Rotary launched its PolioPlus program in 1985, and in 1988 became a leading partner in the Global Polio Eradication Initiative. Since then, Rotary has contributed more than $1.6 billion and countless volunteer hours to protect more than 2½ billion children in 122 countries from this paralyzing disease. The Foundation s advocacy efforts also have resulted in another $9 billion from world governments and foundations, increasing its impact. Today, polio is on the verge of becoming only the second human disease ever to be eliminated, after smallpox, with a 99.9% decrease in cases since the initiative began. The continued strong support of Rotary members is imperative for us keep our promise of a polio-free world for all children, and enable the Foundation to carry out its mission of advancing world understanding, goodwill and peace. At the 2017 Atlanta Convention, Rotary committed to raise $ 50 million per year over the next three years, with the Gates Foundation matching $2 for every dollar raised. This critical funding helps ensure countries around the world remain polio-free and that polio be ended in the remaining three endemic countries of Afghanistan, Nigeria and Pakistan. 49

50 Climb Mount Kilimanjaro End Polio Now About the fund raising Rotary District 7680 in west-central North Carolina, has a $3,000 per climber goal for Rotary s great cause: END POLIO NOW. Donors can make a tax-deductible donation via your personal web page we ll create at Or, they can write a tax-deductible check check to The Rotary Foundation, a 501(c)3. Each climber is asked to raise $3,000, in addition to paying their trip and climb expenses, estimated at $4,000-$5,000. Every dollar donated is tax-deductible. 100% goes directly to The Rotary Foundation s END POLIO NOW PolioPlus campaign. $250-$1,000 Club and Sponsor donations: Names listed on a banner photo on Kili, T- shirts, web site, etc. See Mike for details. 56 climbers have raised over $160,000 in 2012, 2013, 2014, 2015 and Why We Climb 2014 Rotary Kili climber Ashley Cannon administers the oral polio vaccine during the National Immunization Day (NID) in India in February Please contact us for questions!!! *Mike Walker mwalker@stephens.com: Logistics, travel, equipment, planning, costs, accommodations, fitness, training, passports, shots, visas, climbing, fund raising, safaris, etc. Macon Dunnagan macondunnagan@hotmail.com The climb, Kilimanjaro, Tanzania, Zara Tours, & safaris in the Serengeti. 50

51 LET S JOIN TOGETHER AND BE A PART OF THE WOMEN OF NEPAL GLOBAL GRANT PROJECT Prolapse and Maternal & Child welfare in Charikot, Nepal Australians for women s health in Nepal is an incorporated body, based in District 9650 in Port Macquarie, Australia. Since 2010, a group of Doctors, led by Rotarian Dr Ray Hodgson, has been travelling to Nepal to perform operations on women who are suffering from horrific effects of prolapse after childbirth. The effects are pain, difficulty walking and sitting, incontinence, and worse, they are abandoned by their husbands. The two main issues for women in Nepal are Uterine Prolapse and Pregnancy deaths A very crude 25 bed hospital in the Himalayan foothills where they operate was wiped out in the 2015 earthquake. Since then, the group has been fundraising to build a purpose built maternal and child welfare facility to treat women and bring down the mortality rate in both mothers and infants. In Australia only 6 in 100,000 women die in childbirth. In Nepal the number is 560 in 100,000 births. District 9650 is seeking a partner or partners to apply for a Global Grant to completely fit out the building with the operating equipment and facilities they will need. This will include operating theatres, operating instruments, neo natal equipment, humidicribs, beds etc. District 9650 has raised $130,000 (including matching) towards the $200,000 required. The Australian Doctors have also been providing training for surgeons and midwives, to provide sustainable aid, and the continuance of the project. The situation is now desperate -they have been operating in a Tent Hospital. This project, and the doctors who are giving freely of their aid, is more than worthy of our support. District 7680 s goal to support this effort is to have all of our 58 clubs donate A MININUM OF $ 100 to this global grant and the District will match the amount raised (up to $ 5,000) from District Designated Funds. Your donation will qualify you as participating in a Global Grant for the District Club of Excellence award Leverage of funds Club donations: $ 5,800 District match: $ 5,000 RI World Fund Match $ 10,800 Total $ 21,600 Other Rotary Districts and individuals are also supporting this very worthwhile cause. Please consider this in your budget planning. 51

52 Guatemala Service Trip In separateness lays the world s great misery, in compassion lays the world s true strength. Grounded in an anti-racist, anti-oppressive and multicultural view point, this trip to Guatemala will provide Rotarians with the opportunity to get acquainted with another culture and to better understand the experience of poverty and social inequality. We hope that these experiences will allow Rotarians to understand the issues faced by Mayan communities in Guatemala, and to approach poverty in our own community from a global perspective. Troutman President Ashley Cannon in January, 2016 The Service Trip In collaboration with Wakami and Communities of the Earth, Rotarians will be involved in a project to support a Wakami Village community, probably in the Lake Atitlan area. District 4250 Governor Julio Grazioso and Rotarians in Guatemala City will host us before we travel to our service site. Possibly District 5950 Governor Bob Halagen from Minnesota will join us with a team as well. John Quinn from the Rotary Club of North Mecklenburg and the Sinapi Foundation has organized many such opportunities. We will also see some of the beautiful parts of Guatemala, traveling across Lake Atitlan to visit another Wakami community, and spend some rest & relaxation time in colonial Antigua. Contact John Quinn at jequinn102@gmail.com or

53 53

54 Friendship Exchange Rotary Friendship Exchange is Rotary's international exchange program for Rotarians and their families. Friendship Exchange provides participants the opportunity to experience other cultures by staying in the homes of Rotarians in other countries. The program aims to advance international understanding and peace through personal contact across borders while developing interdistrict relationships for fellowship and service projects. Contact Friendship Exchange-India Chair Kam Chandan at or

55 Rotary Means Business Fellowship Rotary Means Business encourages Rotarians to support the success of their fellow Rotarians, by doing business with them, and by referring others to them. Contact Nico Iannelli at or

56 ROTARY INTERNATIONAL 56

57 O Plan to attend the 109 th Rotary International Convention June 24-27,

58 CAC 58

59 Rotary History Rotary s Early History The first Rotary Club was formed when attorney Paul Harris called together three business acquaintances in Chicago, at Gustave Loehr's office on February 23, In addition to Harris and Loehr (a mining engineer), Silvester Schiele (a coal merchant), and Hiram Shorey (a tailor) were the other two who attended this first meeting. The members chose the name Rotary because initially they rotated weekly club meetings to each other's offices. They also sought business acquaintances to represent different vocations-the foundation of Rotary s classification principle. The next four Rotary Clubs were organized in cities in the western United States, beginning with San Francisco, then Oakland, Los Angeles, and Seattle. The National Association of Rotary Clubs in America was formed in On February 22, 1911, the first organizational meeting of the Rotary Club Dublin was held in Dublin, Ireland. In April 1912, Rotary chartered a club in Winnipeg, Manitoba, Canada, marking the first establishment of an American-style service club outside the United States. To reflect the addition of a club outside of the United States, the name was changed to the International Association of Rotary Clubs in In August 1912, the Rotary Club of London received its charter from the Association, marking the first acknowledged Rotary club outside North America. It later became known that the Dublin club in Ireland was organized before the London club, but the Dublin club did not receive its charter until after the London club was chartered. By World War I, Rotary in Britain increased from 9 to 22 clubs, and early clubs in other nations included those in Cuba in 1916, Philippines in 1919 and India in The Rotary Club of Charlotte was chartered on December 1, In 1922, the name was changed to Rotary International. By July 1925, Rotary had grown to more than 2,000 clubs and an estimated 108,000 members on six continents. Rotary and the Easter Seals Society After losing a son to a streetcar accident in 1908, Rotarian Edgar Allen of the Rotary Club of Elyria, OH became interested in serving crippled children. The result was the 1915 opening of the Gates Hospital for Crippled Children in Elyria. He first solicited building funds from his Rotary Club, then his Rotary District, then the National Association of Rotary Clubs in America. Allen was the first President of the Ohio Society for Crippled Children and the National Crippled Children s Society (US). Allen led the organization of the International Society for Crippled Children and was its President from its inception until He became fondly known as Daddy Allen. Rotary Founder Paul Harris and numerous Rotary District Governors also served the organizations for crippled children. In 1922 Rotary International passed a resolution encouraging Rotary Clubs throughout the world to take on crippled children s work. RI acted as a clearinghouse for information while individual clubs were to inaugurate their own projects. These projects rapidly became surveys, clinics, publicity, lobbying and enlisting hospitals and surgeons to join the crusade. In fact, the very first donation by the Rotary Foundation was awarded to the Crippled Children s Society in Locally, the Crippled Children s Clinic was established under the auspices of the Mecklenburg County Board of Health (headed pro bono by Dr. Alonzo Myers, a member of the Rotary Club of Charlotte). A 1934 fund raising program, the sale of seals (stamps), combined the needs of the handicapped with the Easter season. This began the transition for the society to become The Easter Seal Society. 59

60 (It must be pointed out that Rotary International was never officially connected to any crippled children s society. The position of RI was to encourage and help each autonomous Rotary Club pursue projects, which helped the handicapped. In many areas of the country, significant work was also done through Kiwanis, women s organizations, veterans groups, churches, and fraternal organizations). Rotary and the United Nations The tragic impact of two World Wars within the forty-year life-span of Rotary had directed the thoughts of many leaders toward the age-old problem of discovering some method by which international disputes might be settled without resort to bloodshed. Symptomatic of this interest, in 1942, Rotary clubs from 21 nations organized a conference in London where ministers of education developed ideas for advancing education, science and culture across nations. This meeting was the seed of UNESCO (United Nations Educational, Scientific and Cultural Organization). Rotary International issued, under the title of Essentials for an Enduring World Order, two booklets setting forth articles interpreting the Dumbarton Oaks Proposals. The principal objective was to stimulate discussion by Rotarians everywhere on the newly proposed world organization. Two pamphlets entitled Pattern for San Francisco and The Bretton Woods Proposals also were sent to all clubs, with the result that the proposals were discussed worldwide. At the organizing conference of the United Nations held in San Francisco in 1945, the United States delegation invited Rotary International to appoint consultants. Additionally, 49 Rotarians helped draft the UN charter, with resulting influence on the humane aspects of the Charter, (in particular, framing the provisions for the Economic and Social Council). As the UN turned into an ideological battleground, Rotary s direct participation decreased in keeping with its policy against political involvement. Rotary International was granted consultative status, and through the years prominent Rotarians have served as observers at various important meetings. Even today, Rotary holds the highest consultative status offered to a nongovernmental organization by the UN s Economic and Social Council, which oversees many specialized UN agencies. Rotary maintains and furthers its relationship with a number of UN bodies, programs, commissions and agencies. The annual Rotary Day at the UN is usually in November. Rotary Involvement in Polio Eradication In the 1950 s and 60 s, virtually every person knew someone in their family or circle of friends who had polio. In the early 1950s, there were annually over 55,000 cases of polio in the United States. Worldwide there were perhaps 500,000 cases of polio. Of that number 50,000 children a year would die from polio and thousands more would be crippled, paralyzed or suffer lifelong disabilities. What started as a one-time polio immunization day in the Philippines in 1978, was adopted by RI in 1982, became Polio Plus in 1985, partnered with the World Health Organization, UNICEF and the CDC in 1987, supported by the Bill and Melinda Gates Foundation starting in 2012, and is now considered one of Rotary s greatest humanitarian programs. In 1988, polio was in 125 nations and it was estimated that there were 350,000 cases of polio in the world every year. Rotary s first big immunization day was in Mexico-13 million children, followed by Central and South America. One nation after another became polio free. Rotary Clubs became Polio Plus Partners to raise funds for National Immunization Days. The Partners purchased ice boxes, colorful vests, caps, leaflets, street banners and many other items needed to mobilize whole nations to immunize their children. Local Rotarians managed logistics, recruited volunteers and managed the immunization process. One day in India, over 125 million children received the two drops of polio vaccine. Rotarians have gone to some of the most poverty-stricken areas of the Philippines, Ethiopia, Turkey and other nations to assist in National Immunization Days. The project is an amazing and complicated one. Rotarians and health workers have to go to 60

61 the most remote areas of the world by canoe, camels, elephants, horseback, motorbikes, and every other conceivable vehicle to reach all the world s children. Even in China, Laos, Vietnam, Cuba, Myanmar and other areas where there is no Rotary, we worked freely to distribute the vaccine. Very simply, Rotary is often accepted where no other organization is allowed. Over 99% of the children of the world have received the polio vaccine. In 2017 the Wild Polio Virus was officially active in only 3 nations, Afghanistan, Pakistan and Nigeria, not the 125 countries when we started. A total of 23 cases of the Wild Polio Virus were discovered in Over 2½ billion children have received Rotary s polio vaccine-and they are now living a life without the fear of paralysis and death from polio. We are on the verge of eradicating this dreaded disease. Rotary Structure Club The Rotary Club is the basic unit of Rotary activity, and each club determines its own membership. Clubs originally were limited to a single club per city, municipality, or town, but Rotary International has encouraged the formation of additional clubs to create opportunities for service. Most clubs meet weekly, usually at a mealtime on a weekday in a regular location, when Rotarians can enjoy fellowship and hear from a variety of guest speakers. Each club also conducts various service projects within its local community, with other clubs in the local area, and with clubs around the world. Most clubs also hold social events at least quarterly and, in some cases, more often. Each club elects its own president and officers among its active members, serving a one-year term. The governing body of the club is the Club Board, consisting of the President, Vice President, President-elect, Secretary, Treasurer, Directors and Immediate Past President. The President usually appoints the Directors to serve as chairs of the major club committees. As a Rotarian you are welcome to attend weekly meetings at any Rotary club around the world. District-supports the Clubs The District Governor is an officer of Rotary International and represents the RI President and the RI Board of Directors in the field and leads the respective Rotary District. Our clubs belong to District 7680, which is comprised of 57 clubs with a total membership of roughly 2,600, residing in 14 counties (from the VA state line to the SC state line, and from Boiling Springs to Hamlet). Zone-supports the Districts and clubs The Zone Director serves as a member of the RI Board of Directors, and heads two zones. Our district belongs to Zone 33 which is roughly 33,100 members from 15 districts or 7805 clubs in MD, DE, DC, VA, WV, NC, SC and parts of TN. Zone 33 is coupled with Zone 34, which is roughly 32,600 members from 14 districts or 785 clubs in Georgia, Florida, the Caribbean, Guyana, French Guiana and Suriname on the northeast coast of South America. Note: Zone re-alignment is currently under review, expected to be finalized in , with the intent for all Zones to roughly equal 35,000 Rotarians. Rotary International-supports the Zones, Districts and Clubs Rotary International is governed by the Board of Directors composed of the International President, the President- Elect, RI s General Secretary, and 17 Zone Directors. The International Board meets quarterly to establish policies and make recommendations to the overall governing bodies, the RI Convention and the RI Council on Legislation. The chief operating officer of RI is the General Secretary, who heads a staff of about 800 working at the international headquarters in Evanston and in seven international offices around the world. There are roughly 1,217,000 Rotarians worldwide from 539 districts or 35,650 clubs in over 200 countries or territories. 61

62 Rotary Districts in NC There are six (6) districts within North Carolina and two in South Carolina 62

63 Rotary Zones 33 and District 7680 is in Zone 33 Maryland 7620 Delaware Aruba, Bonaire & Curacao joined District

64 Rotary Foundation At the 1917 convention in Atlanta, GA, outgoing RI President Arch C. Klumph proposed to set up an endowment for the purpose of doing good in the world. The stated 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. When Rotary founder Paul Harris died in 1947, contributions began pouring in to Rotary International, and the Paul Harris Memorial Fund was created to build the Foundation. The Rotary Foundation is governed by the Board of Trustees consisting of the Trustee Chair, 14 Trustees, and RI s General Secretary (who is the only person serving on both the RI Board of Directors and the Rotary Foundation s Board of Trustees). The Rotary Foundation operates separately from Rotary International. Evolution of the Rotary Foundation 1928 Renamed the Rotary Foundation when the endowment fund had grown to $5,739, and it became a distinct entity within Rotary International First gift of $500 to the International Society for Crippled Children, (later the Easter Seals Society) The Rotary Foundation established its first program, Fellowships for Advance Study, later known as Ambassadorial Scholarships Paul Harris Fellow designation created to recognize gifts totaling $1, Three programs were launched: Group Study Exchange, Awards for Technical Training, and Grants for Activities in Keeping with the Objective of The Rotary Foundation, which was later called Matching Grants Rotary introduced the Health, Hunger and Humanity (3-H) Grants. The first 3-H Grant funded a project to immunize 6 million Philippine children against polio The Polio Plus program was launched to eradicate polio worldwide. Also, the Benefactor designation was created to recognize $1,000 gifts from estate plans Rotary Grants for University Teachers introduced The first peace forums were held, leading to Rotary Peace Fellowships Major Donor designation was created to recognize gifts of $10, Six Rotary Centers for International Studies in Peace and Conflict Resolution were established (one center is a partnership between Duke University and UNC). Also, the Bequest Society was created to recognize $10,000 gifts from estate plans Diversified Simple Grants and Individual Grants program were introduced, the latter providing continued support for Rotary Volunteers Future Vision Plan simplifies all programs-now District Designated Funds (DDF) and World Funds enable Rotarians around the world to respond to the world s greatest needs. These replaced Diversified Simple Grants, Individual Grants, Matching Grants, Ambassadorial Scholarships, Health, Hunger and Humanity Grants (3-H), and University Teachers Grants. Vocational Training Teams (VTT) replaced Group Study Exchange (GSE) with a continued emphasis on simplification and local decision making. The new Rotary Foundation Areas of Focus are: Peace and conflict prevention/resolution Disease prevention and treatment Water and sanitation Maternal and child health Basic education and literacy Economic and community development Since the Rotary Club of Kansas City, MO first donation of $26.50 in 1918, (their remaining convention budget), the Rotary Foundation has received contributions exceeding $1 billion. 64

65 Charity Navigator Our Foundation has received the highest ranking from Charity Navigator for the past ten years. The exceptional charities on their Top 100 list execute their missions in a fiscally responsible way while adhering to good governance and other best practices that minimize the chance of unethical activities. The Rotary Foundation has earned perfect scores for its Financial Health and its Accountability & Transparency. Those two scores then translate into a perfect 100 point overall score. Less than one percent of the thousands of charities rated by Charity Navigator have earned perfect scores. 65

66 RI Strategic Plan Support and Strengthen Clubs Foster club innovation and flexibility Encourage clubs to participate in a variety of service activities Promote membership diversity Improve member recruitment and retention Develop leaders Start new clubs Encourage strategic planning at club and district levels Focus and Increase Humanitarian Service Eradicate polio Increase sustainable service focused on programs and activities that support youth and youth leaders and Rotary s six areas of focus Increase collaboration and connection with other organizations Create significant projects both locally and internationally Enhance Public Image and Awareness Unify image and brand awareness Publicize action-oriented service Promote core values Emphasize vocational service Encourage clubs to promote their networking opportunities and signature activities 66

67 Our Guiding Principles What is Rotary? Rotary is an organization of business and professional men and women united worldwide to provide humanitarian service, encourage high ethical standards in all vocations, and build goodwill and peace in the world. Rotary s Core Values Fellowship We believe that individual efforts focus on individual needs, but combined efforts serve humanity. The power of combined efforts knows no limitation, multiplies resources, and broadens our lives and perspectives. Fellowship leads to tolerance and transcends racial, national, and other boundaries. Integrity We are committed to and expect accountability from our leaders and fellow members, both in the results of our efforts and in the processes we use to accomplish our goals. We adhere to high ethical and professional standards in our work and personal relationships. We are fair and respectful in our interactions, and we conscientiously steward the resources entrusted to us. Diversity We believe Rotary unifies all people internationally behind the ideal of service. We encourage diversity of vocations within our membership and in our activities and service work. A club that reflects its business and professional community is a club with a key to its future. Service We believe that our service activities and programs bring about greater world understanding and peace. Service is a major element of our mission. Through the plans and actions of individual clubs, we create a culture of service throughout our organization that provides unparalleled satisfaction for those who serve. Leadership We are a global fellowship of individuals who are leaders in their fields of endeavor. We believe in the importance of leadership development and in leadership as a quality of our members. As Rotarians, we are leaders in implementing our core values. The Four-Way Test From the earliest days of the organization, Rotarians were concerned with promoting high ethical standards in their professional lives. One of the world's most widely printed and quoted statements of business ethics is The Four-Way Test, which was created in 1932 by Rotarian Herbert J. Taylor (who later served as RI president) when he was asked to take charge of a company that was facing bankruptcy. This 24-word test for employees to follow in their business and professional lives became the guide for sales, production, advertising, and all relations with dealers and customers, and the survival of the company is credited to this simple philosophy. Adopted by Rotary in 1943, The Four-Way Test has been translated into more than a hundred languages and published in thousands of ways. It asks the following four questions: "Of the things we think, say or do: 1. Is it the TRUTH? 2. Is it FAIR to all concerned? 3. Will it build GOODWILL and BETTER FRIENDSHIPS? 4. Will it be BENEFICIAL to all concerned?" 67

68 Object of Rotary 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: First The development of acquaintance as an opportunity for service; Second 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; Third The application of the ideal of service in each Rotarian's personal, business, and community life; Fourth The advancement of international understanding, goodwill, and peace through a world fellowship of business and professional persons united in the ideal of service. Declaration of Rotarians in Businesses and Professions As a Rotarian engaged in a business or profession, I am expected to: 1. Consider my vocation to be another opportunity to serve; 2. Be faithful to the letter and to the spirit of the ethical codes of my vocation, to the laws of my country, and to the moral standards of my community; 3. Do all in my power to dignify my vocation and to promote the highest ethical standards in my chosen vocation; 4. Be fair to my employer, employees, associates, competitors, customers, the public, and all those with whom I have a business or professional relationship; 5. Recognize the honor and respect due to all occupations which are useful to society; 6. Offer my vocational talents: To provide opportunities for young people, to work for the relief of the special needs of others, and to improve the quality of life in my community; 7. Adhere to honesty in my advertising and in all representations to the public concerning my business or profession; 8. Neither seek from nor grant to a fellow Rotarian a privilege or advantage not normally accorded others in a business or professional relationship. The Five Avenues of Service Based on the Object of Rotary, Rotary's Philosophical cornerstone and foundation of club activity: 1. Club Service focuses on strengthening fellowship and ensuring the effective functioning of the club. 2. Vocational Service encourages Rotarians to serve others through their vocations and to practice high ethical standards. 3. Community Service covers the projects and activities the club undertakes to improve life in its community. 4. International Service encompasses actions taken to expand Rotary's humanitarian reach around the globe and to promote world understanding and peace. 5. New Generations Service recognizes the positive change by youth & young adults via leadership and involvement. 68

69 Rotarian Code of Conduct As a Rotarian I will: 1. Act with integrity and high ethical standards in my personal and professional life. 2. Deal fairly with others and treat them and their occupations with respect. 3. Use my professional skills through Rotary to: mentor to young people, help those with special needs, and improve people s quality of life in my community and the world. 4. Avoid behavior that reflects adversely on Rotary or other Rotarians. Purposes of a Rotary Club The purposes of a Rotary Club are to pursue the Object of Rotary, carry out successful service projects based on the Five Avenues of Service, contribute to the advancement of Rotary by strengthening membership, support The Rotary Foundation, and develop leaders beyond the club level. Statement of Conduct for Working with Youth Rotary International strives to create and maintain a safe environment for all youth who participate in Rotary activities. To the best of their ability, Rotarians, Rotarians spouses and partners, and other volunteers must safeguard the children and young people they come into contact with and protect them from physical, sexual and emotional abuse. 1. Service above Self. 2. One profits most, who serves best. Mottos of Rotary International Mission of Rotary International We provide service to others; promote integrity, and advance world understanding, goodwill, and peace through our fellowship of business, professional and community leaders. Motto of The Rotary Foundation Doing good in the world. Mission of The Rotary Foundation The mission of the Rotary Foundation 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. 69

70 Rotary Fellowships Rotary Fellowships are groups of Rotarians, spouses, and Rotaractors who join together to: Share a common interest in worthwhile recreational activities (sports, hobbies, etc.). Further their vocational development through acquaintance with others of the same profession. Provide opportunities to make lasting friendships outside of their own club, district, or country. Contribute to the advancement of world understanding and peace. Explore new opportunities for service. Have fun and enhance their experience in Rotary. Contact Chris Jones, PDG at chris.jones.rotary@gmail.com or

71 71REFERENCE

72 Websites CART DACdb District Facebook District website Kilimanjaro Climb Kilimanjaro Facebook Kilimanjaro NewGen Peacebuilders RLI blog Rotary Club Central Rotary Foundation Rotary International Rotary Leadership Institute Rotary Learning Center Rotary Merchandise American Specialty Lindeberg National Awards Russell Hampton Rotary Peace Center Rotary Showcase Rotary Theme Material Rotary Videos Rotary Zones 33 & Club Officers Manuals Carolina PETS website President s Manual Secretary s Manual Treasurer s Manual Club Administration Manual Club Membership Manual Club Public Relations Manual Club Service Committee Manual Club Rotary Foundation Manual 72

73 Training & Administrative Publications Carolina PETS website RI Theme Graphics Presidential Theme & Citation Strengthening Membership How to Propose a New Member Strengthening Your Club Membership Get More out of Membership: Connect for Good Member Data Form How to Propose a New Member New Member Orientation Guide Rotary Code of Conduct Leadership and Club Development Be a Vibrant Club Leadership Plan Be a Vibrant Club Presentation Be a Vibrant Club Worksheet Rotary Foundation Rotary Foundation Contribution Form Rotary Foundation Contribution Form for Multiple Donors Guide to Global Grants Public Relations and Branding Visual and Identity Guide Masterbrand Signature Masterbrand Signature Reverse Mark of Excellence Mark of Excellence Reverse End Polio Now Projects and Service Rotary Areas of Focus How to Start a Project on Rotary Ideas Introduction to Vocational Service Administration Standard Club Constitution Recommended Club Bylaws RI Club Central Goal Setting Video Link RI Club Central Club Reference Guide 73

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