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ROTARY

HANDBOOK
CONTENT
Our Guiding Principles Strategic Planning Process Overview 00
What’s Rotary? 00 Meet our Vibrant Rotary Club 00
Four Way Test English 00 Rotary Protocol & Decorum 00
Four Way Test Hindi 00 Guideline for use of Electonic 00
Communications
Object of Rotary 00
Rotary’s Mission 00
Rotary’s Vision (6b is just as a sample) 00
Meetings
Rotary Calendar 00
Rotary’s Core Values 00
Weekly Meeting Guide 00
Rotarian Code of Conduct 00
Formal Invitation to Speaker 00
Avenues of Service 00
Letter of Thanks to Speaker 00
Online Club Meetings 00
History BOD Meeting 00
Our Founder - Paul P Harris 00
Club Assembly 00
Rotary Milestones 00
Ideal Installation Meetings 00
History of Rotary 00
Oath for Club officer 00
History of Rotary in India 00
History of Rotary in 3250 00 District Governor’s Official Visit Checklist 00
History of the 4-Way Test 00 OCV - Itinerary for the Day 00
History & Meaning of Rotary Wheel 00 OCV - Agenda for Offical Public Function 00
History of Women in Rotary 00 Rotary Event / Project Checklist 00
Rotary Themes History 00 Club Annual Calender - 52 Weeks 52 Ideas 00
Why the Rotary year begins July 1 00
Reporting
Administration Club Monthly Report 00
Map of Zones & District s in India 00 Club Membership & Attendance Report 00
How is Rotary Structured? 00 Reporting for GML 00
Assistant Governors 00 Report for Rotary News/Samachar 00
Roles & Responsibility of Club President 00
Roles & Responsibility of Club Secretaries 00 Club Central
Roles & Responsibility of Club Treasurer 00 My Rotary.org 00
Roles & Responsibility of Club Committees 00 How to Create a myrotary Account 00
Sgt-at-Arms 00 Tutorial: How to create a My Rotary Account 00
Club Inventory 00 Tutorial: How to Add An Officer 00
Effective Rotary Clubs 00 Tutorial:How to Add A Member 00
Club Leadership Plan - CLP 00 Tutorial: How to Remove A Member 00
Creating Your Club Leadership Plan 00 Tutorial: How to Update Club Data 00
Rotary Club Committee Structure 00 Tutorial: How to Pay Club Invoice 00
Sample Club Committee Structure 00 Tutorial How to Access Rotary Club Central 00
Rotary’s Strategic Priorities & Objectives 00 Tutorial: How to View Information 00
Tutorial: How to Set A Goal 00 Our Extended Arms
Tutorial: How to Report Progress On Goals 00 RCC 00
Tutorial: How to Record Service Activities 00 RCC Organization Form 00
Listing of club sponsored organizations 00 Rotary Action Groups 00
Getting Started with ROW 00 Rotary Fellowships 00

Membership Our Priorities


Why Join Rotary 00 TEACH 00
New Member Proposal 00 WinS 00
New Member Induction 00 NCD 00
Optimize your Membership Experience 00 POLIO 00
Corporate Membership 00
Optimize your Membership Experience 00 The Rotary Foundation
Club Models - Types of Rotary Clubs 00 TRF Motto 00
Guide to Passport Clubs 00 Arch C. Klumph: Founder of The
Satellite Clubs 00 Rotary Foundation 00
Rotary E-Clubs 00 History of The Rotary Foundation 00
Corporate Membership 00 Donor Recognitions 00
Nine Steps to starting a Rotary club 00 Contributing to TRF 00
New Club Application 00 Corporate Contribution Covering Letter 00
TRF Contribution Form - India 00
Youth Services PHF Recognition Transfer Recognition Form 00
Statement of Conduct for Working with Youth 00 Six Areas of Focus 00
Rotaract 00 Share & DDF 00
Rotaract Club Organization List 00 Club Memorandum of Understanding 00
Interact 00 Club MOU Worksheet 00
Interact Club Organization List 00
RYLA 00
Youth Excahnge 00
Knowledge is the Keystone
to Success

K nowledge is one of the keystones to success. The same holds true for Rotary. Year after year I have
seen Rotary leaders succeed because they have been serious about imbibing and sharing knowledge.
On the flipside I have seen Rotarians being disillusioned with Rotary for they have no idea about the
policies and programs of Rotary.

We are on an information highway. Knowledge is everywhere, on our fingertips, at the click of a button.
But this has also made us redolent. We do not try to make the effort.

Rotary’s website is masterpiece work – virtually every thing that you want to know about Rotary is there.
But sometimes one does get bogged down with the plethora of documents, data and details.

Governor Rajan wanted very much to come out with a Handbook for Club Officers and Rotarians in general,
which holds key articles and documents related to Rotary, that one could use as a reference guide. Like a
first step before you hit the website or other reference sources.

Rajan bounced his idea off me and so began our journey of assimilating this handbook. He fed me with
pull-outs from the website, old district directories and similar information-based publications from other
districts. My task was to rearrange it, check the credibility of the information, chisel the matter and
bring it out in as cohesive a manner as possible. So much of the material that we had collected was
out of date - Rotary is so dynamic and ever-changing, and so much has changed over the years – and
we had to retouch it.

Rajan & I have tirelessly worked on this handbook for over 4 months. We hope you go over it at leisure
and use it from time to time.

Wishing you the very best for a grand Rotary year 2020-21 – may you shine, spread hope and cheer and
achieve all that you set out for.

Sandeep Narang
Editor, Rotary Handbook
District Trainer 2020-21
Governor 2002-03, 3250

ROTARY HANDBOOK | 1
Governor's Message
Dear Trailblazer Club Leaders,

To begin, begin -William Wordsworth.

You can’t even begin a relationship, unless you know everything there is to know about it!

Rotary International is one of the most structured organizations of the world with a glorious history of
Service Above Self lasting over 115 years. In an ever changing and fast paced world, including Rotary -
flow of information, training and development is an indispensable function.

Information is liberating. Education is the premise of progress, in every society, in every organization. I
would encourage you to be informed - knowledge is power. Learn the rules of the game, so that you are
among the best.

Since our District 3250 is the sum total of what our clubs achieve individually, we need to do everything
in our power to ensure that club leaders perform at their peak. Friends, I am pleased to present to you
this Club Leaders Handbook, very meticulously designed by District Trainer – PDG Sandeep Narang (DG
2002-03, D 3250).

We have put in a lot of effort to design and deliver a very structured content. This ready reference guide
will definitely assist you to perform better as you prepare your game plan. The key is to use it to make it
results-driven.

I sincerely thank District Trainer PDG Sandeep for this wonderful treasure.

Anju joins me in wishing you and your families the very best as you start warming up for your special
journey of 365 days of Service Above Self.

Enjoy Rotary and have fun.

Rajan Gandotra
District Governor 2020-21, D 3250

PS: And remember,

“If You Are Working On Something


That You Really Care About, You Don’t Have To Be Pushed.”
– Steve Jobs

2| ROTARY HANDBOOK
What’s Rotary?

R otary is a global network of 1.2 million neighbors, friends,


leaders, and problem-solvers who see a world where people
unite and take action to create lasting change – across the globe,
HOW DID WE GET
in our communities, and in ourselves. HERE?
Solving real problems takes real commitment and vision. For We’ve been making history
more than 110 years, Rotary’s people of action have used their and bringing our world closer
passion, energy, and intelligence to take action on sustainable together for over 100 years. The
projects. first Rotary club was started in
Chicago, Illinois, USA, in 1905
Rotary clubs exist in almost every country. Our members change
by an attorney named Paul
lives locally and connect with other clubs to work on international
Harris.
Harris wanted to bring
projects that address today’s most pressing challenges. Being a
together a group of professionals
member is an opportunity to take action and make a difference,
with different backgrounds
and it brings personal rewards and lifelong friendships in the
and skills as a way to exchange
process.
ideas and form meaningful
The name Rotary was selected by early members because acquaintances. In August 1910,
meeting locations rotated among their offices. the 16 Rotary clubs then in
the United States formed the
National Association of Rotary
WHAT WE DO Clubs, now Rotary International.
Rotary members believe that we have a shared In 1912, Rotary expanded to a
responsibility to take action on our world’s most few more countries, and by July
persistent issues. Our 35,000+ clubs work together to: 1925, Rotary clubs existed on six
continents. Today, there are more
• Promote peace than 35,000 clubs, in almost
• Fight disease every country in the world. For
• Provide clean water, sanitation, and hygiene more information about Rotary’s
• Save mothers and children history, go to rotary.org/history.

• Support education
• Grow local economies

ROTARY HANDBOOK | 3
The Four-Way Test

T he Four-Way Test is a nonpartisan and nonsectarian ethical guide for Rotarians to use for their
personal and professional relationships. The test has been translated into more than 100 languages,
and Rotarians recite it at club meetings:

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?

tks ge lksprs gSa] djrs gSa] dgrs gSa D;k og


1- lp gS\
2- lc ds fy, mfpr gS\
3- ln~Hkkouk] HkkbZpkjk vkSj fe=krk c<+krs gSa\
4- lc ds fy, ykHknk;d gS\

4| ROTARY HANDBOOK
Object of Rotary

T he 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.

Rotary’s Mission
The mission of Rotary International is to support member clubs in fulfilling the Object of Rotary by:
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ROTARY HANDBOOK | 5
Our Vision Statement

“Together, we see a world where people unite and take action


to create lasting change — across the globe, in our communities,
and in ourselves.”

W hat is the relevance of the vision statement?   If Rotary were a ship


approaching land, our new vision statement would be the lighthouse that
keeps us from running aground. Our vision statement explains what we want to
achieve, in the same way that our mission statement explains our focus, and our
strategic plan represents how we are going to get there.

Strategic planning is a process, not an event. And it is certainly not limited to


activity conducted in the boardroom. Almost 30,000 Rotarians, Rotaractors, and
alumni participated in the 2017 triennial strategic planning survey. Rotary’s
strategy office and our consultant partner, Grant Thornton, then conducted
countless focus groups, in-depth interviews, and discussions with Rotarians,
non-Rotarians, Rotary leaders, alumni, Rotaractors, and others to gather more
insight. Over the course of all these sessions, more than one million individuals
had an opportunity to provide input.

Out of these focus groups, different elements emerged that were then tested
around the world to be sure they were culturally appropriate to both a Rotarian
and non-Rotarian audience. These elements became our  24-word vision
statement.

What would we like you to do? Share the vision statement with your fellow club
members. Think about what it means to your club. Let us chart a course for taking
action to create lasting change.

TOGETHER WE SEE A WORLD


WHERE PEOPLE UNITE AND TAKE ACTION

TO CREATE LASTING

CHANGE ACROSS THE GLOBE


IN OUR COMMUNITIES AND IN OURSELVES

6| ROTARY HANDBOOK
Rotary’s Core Values

FELLOWSHIP INTEGRITY DIVERSITY

LEADERSHIP

Rotarian Code of Conduct


As a Rotarian, I will:
ŸŸ Act with integrity and high ethical standards in my personal and professional life.

ŸŸ Deal fairly with others and treat them and their occupations with respect

ŸŸ Use my professional skills through Rotary to: mentor young people, help those with specific needs,
and improve people’s quality of life in my community and in the world.

ŸŸ Avoid behavior that reflects adversely on Rotary or other Rotarians

ŸŸ Help maintain a harassment-free environment in Rotary meetings, events and activities, report any
suspected harassment, and help ensure no-retaliation to those individuals that report harassment.

ROTARY HANDBOOK | 7
Rotary’s Founder
The Paul Harris Story

I n the fall of 1900, Paul P. Harris met fellow


attorney Bob Frank for dinner on the north side
of Chicago. They walked around the area, stopping
and saw his parents only occasionally. He grew
to revere the family values that characterized the
New England of his youth. In October 1928, when
at shops along the way. Harris was impressed that he returned to his boyhood home for the charter
Frank was friendly with many of the shopkeepers. night celebration of the Rotary Club of Wallingford,
he proclaimed, “Much that there is in Rotary today
Harris had not seen this kind of camaraderie among
can be traced back to the good old New England
businessmen since moving to Chicago in 1896. He
family table.”
wondered if there was a way to channel it because
it reminded him of growing up in Wallingford, He was a mischievous child. He attended primary
Vermont. Harris eventually persuaded local school in Wallingford and secondary school in
businessmen to join him in a club for community Rutland, where he played pranks and skipped
and fellowship. His vision laid the foundation for class. He also attended Black River Academy in
Rotary. Ludlow but was expelled after only a few weeks.
Harris enrolled at the University of Vermont in
“The thought persisted that I was experiencing
Burlington but was expelled with three others in
only what had happened to hundreds, perhaps
December 1886 because of his involvement in an
thousands, of others in the great city … I was sure
underground society. He later wrote that although
that there must be many other young men who had
he was innocent of the crime he was accused of, the
come from farms and small villages to establish
expulsion was nonetheless justified.
themselves in Chicago ... Why not bring them
together? If others were longing for fellowship as I Harris spent the spring with a private tutor and in
was, something would come of it.” the fall of 1887, he enrolled at Princeton University.
His time at Princeton was cut short by the death of
Growing Up his grandfather in March 1888. He completed the
semester but did not return to school the next year.
Harris was born on 19 April 1868 to George H. and
Cornelia Bryan Harris in Racine, Wisconsin, USA.
Life in Chicago
George attempted to support his family as a small-
business owner but he often relied on his father After Princeton, Harris made his way to Iowa, where
for financial assistance. In July 1871 that reliance he found his professional calling working at the law
became permanent when Harris and his older firm of St. John, Stevenson, and Whisenand in Des
brother, Cecil, were sent to live with their paternal Moines. After his apprenticeship, he attended the
grandparents in Wallingford, Vermont. University of Iowa in Iowa City and graduated with
a Bachelor of Laws in June 1891.
Harris as a student at the University of Vermont
in Burlington, 1886: Harris was raised by his In 1896 Harris settled in Chicago, where he opened
grandparents, Howard and Pamela Rustin Harris, a law practice in the central business district. He

8| ROTARY HANDBOOK
remained active in his professional practice for Toward the end of his club presidency, Harris
more than four decades. worked to expand Rotary beyond Chicago. Some
club members resisted, not wanting to take on the
Harris sought meaningful personal and spiritual
additional financial burden. But Harris persisted
relationships in addition to his professional
and by 1910 Rotary had expanded to several other
achievements. He attended religious services on
major U.S. cities.
Sundays but visited many different churches rather
than aligning himself with one congregation. Later Harris recognized the need to form an executive
in his life, he said that his religious affiliations board of directors and a national association. In
were, like himself, difficult to label. “I really have no August 1910 Rotarians held their first national
church affiliations … I am not easily classified; that convention in Chicago, where the 16 existing clubs
is to say my convictions are not that of that definite unified as the National Association of Rotary Clubs.
nature essential to whole-hearted affiliation with The new association unanimously elected Harris
the general run of churches. … Of course, these as its president.
days one can hear the best of preaching over the
At the end of his second term, Harris resigned,
radio and I generally hear three or four sermons
citing ill health and the demands of his professional
every Sunday.”
practice and personal life. He was elected president
Harris loved nature, and in 1908 he joined a emeritus by convention action, a title he held until
group that organized monthly Saturday afternoon his death.
walking trips through the forests, fields, hills, and
In the mid-1920s Harris became actively involved
valleys around the city. In 1911 the group became
in Rotary again, attending conventions and visiting
the Prairie Club, and Harris served as one of its
clubs throughout the world.
directors.

The Birth of Rotary Life with Jean


Harris met Jean Thomson, Scottish-born daughter
After setting up his law practice in Chicago,
of John and Ann Younson Thomson, during an
Harris gathered several business associates to
outdoor excursion of what would later become the
discuss the idea of forming an organization for
Prairie Club.
local professionals. On 23 February 1905 Harris,
Gustavus Loehr, Silvester Schiele, and Hiram They married on 2 July 1910 in Chicago. In 1912
Shorey gathered at Loehr’s office in Room 711 of they purchased a house on Longwood Drive in
the Unity Building in downtown Chicago. This was Morgan Park, a suburb of Chicago. The Harrises
the first Rotary club meeting. named their house Comely Bank after the street
in Edinburgh where Jean had lived as a child. They
In February 1907, Harris was elected the third
entertained friends from Chicago and around the
president of the Rotary Club of Chicago, a position
world, and hosted gatherings and reunions of the
he held until the fall of 1908. During his presidency,
Rotary Club of Chicago. Many gatherings took place
he formed the Executive Committee, later called
outside, in what they referred to as their “Garden of
the Ways and Means Committee, which met during
Friendship” or “Friendship Garden.”
lunch and was open to any member. The noon
meeting was the foundation for Rotary’s tradition Paul and Jean Harris in Christchurch, New Zealand,
of club luncheon meetings. in April 1935. The couple had no children and Jean

ROTARY HANDBOOK | 9
joined Harris on his visits to Rotary clubs around I.” Although he would write “Peregrinations III”
the world. After Harris died, Jean briefly continued (1937) about his trip to Central and South America,
to live at Comely Bank. She later sold the house and he never compiled “Peregrinations I.”
returned to her native Edinburgh, where she died
in 1963. The End of an Era
The Paul and Jean Harris Home Foundation purchased In December 1945, the Harrises traveled to
the house in 2005 and plans to restore it. Tuskegee, Alabama, for the winter months, a trip
they had made many times. In early 1946 Harris
Travels contracted influenza. Chesley R. Perry, a member
of the Rotary Club of Chicago and Rotary’s general
Harris wanted to write a special message for all
secretary from 1910 to 1942, traveled to Tuskegee
Rotarians to read, but at the time Rotary had no
and reported that Harris was receiving good
way to spread the word. Chesley R. Perry, Rotary’s
medical advice but remained weak: “He has had
first general secretary, suggested creating a
some lung trouble over many years. He was not
publication to disseminate news and club business,
getting the proper amount of sleep, nor proper
with the cost offset by advertisers. Thus, the
nourishment.” The Harris’s returned to Chicago on
“National Rotarian,” later “The Rotarian,” was born.
28 March 1946.
Harris’s article “Rational Rotarianism” appeared
on the front page of the first issue in January Harris died on 27 January 1947 in Chicago at age
1911. He wrote “Passing Our Tenth Milestone” to 78 after his prolonged illness. Funeral services
commemorate Rotary’s 10th anniversary in the were held at Morgan Park Congregational Church
February 1915 issue. on Chicago’s South Side. Three Rotary leaders
spoke: Perry, Past RI President T.A. Warren, and
In his book “This Rotarian Age” (1935), Harris
then RI President Richard Hedke. Past presidents
explored what causes people to do good things and
of the Rotary Club of Chicago served as pallbearers.
described how Chicago in 1905 was ripe for the
kind of change Rotary could offer. He also addressed Harris made it known that he preferred
Rotary’s future challenges and its potential as a contributions to The Rotary Foundation when he
force for world peace. died in lieu of flowers. By coincidence, days before
he died, Rotary leaders had committed to a major
In 1935 Harris and Jean traveled for three months
fund raising effort for the Foundation. After Harris’s
through Southeast Asia and Australia. Harris
death, the Paul Harris Memorial Fund was created
wanted to publish his account of this trip in a
as a way to solicit these funds. The Paul Harris
book that would become part of a series called
Memorial Fund was earmarked to help establish
“Peregrinations,” to describe his travels as an
Rotary Foundation Fellowships for advanced
ambassador of Rotary. He wrote “Peregrinations II”
study. At its May/June 1947 meeting, the Board of
about his trip to Southeast Asia and Australia (1935),
Directors allocated $60,000 of the $228,000 raised
thinking he would combine the pamphlet-style
to support the program. The program was known
reports he’d written about earlier trips to Europe
as the Paul Harris Foundation Fellowships for
and South Africa into a book called “Peregrinations
advanced study during the first year.

10 | ROTARY HANDBOOK
Rotary International Milestones

1905 First Rotary Club organized in Chicago, 1990 Rotary Club of Moscow chartered first club
Illinois, USA. in Soviet Union 

1908 Second club formed in San Francisco, 1991 Preserve Planet Earth program
California, USA inspires some 2,000 Rotary-sponsored
environmental projects 
1910 First Rotary convention held in Chicago  
1994 Western Hemisphere declared polio-free 
1912 The Rotary Club of Winnipeg, Manitoba,
Canada, becomes the first club outside the 1999 Rotary Centers for International Studies in
United States to be officially chartered. Peace and Conflict Resolution established 
(The club was formed in 1910.)  2000 Western Pacific declared polio-free 
1917 Endowment fund, forerunner of The 2001 30,000th Rotary club chartered 
Rotary Foundation, established 
2002 Europe declared polio-free; first class of 70
1932 4-Way Test formulated by Chicago Rotarian Rotary Peace Scholars begin study 
Herbert J. Taylor 
2003 Rotarians raise more than US$118
1945 Forty-nine Rotarians help draft United million to support the final stages of polio
Nations Charter in San Francisco  eradication
1947 Rotary founder Paul Harris dies; first 18 2004 Rotary International hosts its largest
Rotary Foundation scholarships granted  Convention in Osaka, Japan. A record 45881
Rotarians from 113 countries attended
1962 First Interact club formed in Melbourne,
Florida, USA  2005 Rotary celebrates its 100th anniversary

1965 Rotary Foundation launches Matching 2006 Only four countries remain Polio endemic:
Grants and Group Study Exchange Afganistan, India, Nigeria and Pakistan.
programs New Zealander Rotarian Bill Boyd inducted
as RI world president
1978 RI’s largest convention, with 39,834
registrants, held in Tokyo 2007 Rotary Foundation celebrates millionth
Paul Harris Award
1985 Rotary announces PolioPlus program to
immunize all the children of the world 2008 Rotary launches the Gates Foundation
against polio  “End Polio” challenge

1989 Council on Legislation opens Rotary 2009 Rotary celebrates the 100th Rotary
membership to women worldwide; Rotary International convention in Birmingham,
clubs chartered in Budapest, Hungary, and England. The worlds largest artificial reef
Warsaw, Poland, for first time in almost 50 was built by a Rotary club in the Phillipines
years  – in the shape of a Rotary Wheel

ROTARY HANDBOOK | 11
2011 India entered the Polio Free World Club of Nigeria, Pakistan, Afghanistan and
with no cases of Polio India

2012 Rotarian contributions for Polio Plus now 2014 India is officially certified as Polio Free
total over $800 million dollars. Rotary
2015 The last reported case of circulating vaccine
met the $200 million dollar challenge
– derived Polio virus (cVDPV) was 13
by the Bill & Melinda Gates Foundation
December 2014. The WHO decision in 2103
in 2012 and received a matching $355
to switch to inactivated virus injections
million dollar grant plus a $50 million
to avoid the risk of the vaccine–derived
bonus. More than 2 billion children have
outbreaks that occasionally occur from use
been immunized and the disease has been
of live-virus oral vaccine, is taking effect.
nearly eradicated from the world. Only a
few reported cases exist in remote areas 2016 100th year of The Rotary Foundation

Avenues of Service

W e channel our commitment to service through five Avenues


of Service, which are the foundation of club activity.

ŸŸ Club Service focuses on making clubs strong. A thriving club


is anchored by strong relationships and an active membership
development plan.

ŸŸ Vocational Service calls on all Rotarians to work with


integrity and contribute their expertise to the problems and
needs of society.

ŸŸ Community Service encourages every Rotarian to find ways


to improve the quality of life of people in their communities
and to serve the public interest.

ŸŸ International Service exemplifies our global reach in


promoting peace and understanding. We support this avenue
by sponsoring or volunteering on international projects, using
local member expertise to build long-term partnerships for
sustainable projects, seeking service partners abroad,
and
more

ŸŸ Youth Service recognizes the importance of empowering youth


and young professionals through leadership development
programs such as Rotaract, Interact, Rotary Youth Leadership
Awards, and Rotary Youth Exchange.

12 | ROTARY HANDBOOK
History of Rotary

T he World`s first service club, the Rotary Club


of Chicago, Illinois, USA, was formed on 23
February, 1905 by Paul P. Harris, an attorney whose
a continent away from Chicago in San Francisco,
California. It was a much shorter leap across San
Francisco Bay to Oakland, California, where the
vision was to form a club that would encourage third club was formed. Others followed in Seattle,
fellowship amongst members of the business Washington, Los Angeles, California, and New
community, an idea originating from his desire to York City, New York. Rotary became international
find the kind of friendly spirit he had known in the in 1910 when a club was formed in Winnipeg,
villages where he had grown up. Chicago attorney Manitoba, Canada. . On 15-17 August 1910 the
Paul P. Harris convened the first Rotary meeting on National Association of Rotary Clubs of America
23 February in Room 711 of the Unity Building in holds its first convention in Chicago at the Congress
Chicago. Harris envisioned a professional club that Hotel. Sixty registrants attend and elected founder
brings together men from a variety of vocations. Paul Harris, president of the association. Rotary
Gustavus Loehr, mining engineer, Hiram Shorey, comprises 15 clubs with over 1,000 members
merchant tailor and Silvester Schiele, coal trader throughout the United States
attended the first meeting. Little did the four By 1921 the organization was represented on every
businessmen know that they had created the first continent, and the name Rotary International was
ever Rotary Club. adopted in 1922: nearly 200 clubs and more than
The meeting sets the groundwork for the word’s 20,000 members) that it was divided into districts.
first service club: the Rotary Club of Chicago.. The As Rotary grew, its mission expanded beyond
second Word of the small club soon spread and serving the professional and social interests of
other businessmen were invited to join and the club members. The organization’s dedication to
name “Rotary” was derived from the early practice this ideal is best expressed in it’s principal motto:
of rotating meetings amongst members’ offices. Service Above Self. Rotary also later embraced a
Soon after the club name was agreed, one of the code of ethics, called The 4-Way Test, that has been
new members suggested a wagon wheel design translated into hundreds of languages.
for the club emblem. It was the precursor of the During and after World War-lI, Rotarians became
familiar cogwheel emblem now worn by Rotarians increasingly involved in promoting international
around the world. By the end of 1905, the club had understanding. In 1945, 49 Rotary members
30 members. served as delegates to the United Nations Charter
In 1907 The Rotary Club of Chicago performs one Conference. Rotary International`s relationship
of its first acts of community service. The club with the United Nations Educational, Scientific,
calls a meeting of civic organizations to establish and Cultural Organization (UNESCO) dates back to
a committee for installing city comfort stations, the 1943 London Rotary conference that promoted
or public toilets, to improve sanitation. “ In common international cultural and educational exchanges.
with my fellow members, I had learned to place Attended by ministers of education and observers
emphasis on the giving rather than the getting,” Paul from around the world, and chaired by a past
Harris later wrote in his book This Rotarian Age. president of Rl, the conference was an impetus to
The second Rotary club was formed in 1908 half the establishment of UNESCO in 1946.

ROTARY HANDBOOK | 13
An endowment fund, set up by Rotarians in contributor to the global polio eradication
1917 “for doing good in the world,’’ became a Campaign. Rotarians have mobilized hundreds
not- for-profit corporation known as The Rotary of thousands of polio plus volunteers and have
Foundation in 1928. Upon the death of Paul Harris immunized more than one billion children
in 1947, an outpouring of Rotarian donations made worldwide. In 1986, Jean- Paul Moroval of France
in his honor totaling US$2 million, launched the was recognized as the millionth member of Rotary..
Foundation’s first program: graduate fellowships, The organization admitted women for the first
later called Ambassadorial Scholarships. time (world wide) in 1989 and claims more than
250,000 women in its ranks today.
In 1985, Rotary made a historic commitment to
all of the word’s children against Polio. Working in Today, 1.2 million Rotarians belong to some 35,000
partnership with non-governmental organizations Rotary clubs in more than 200 countries and
and national governments thorough its polio geographical areas, serving the world with 34 zones.
plus program, Rotary is the largest private sector

Rotary in India

Birth of Rotary India Manager of the Burmah Shell Oil Company Ltd, a

J
Britisher, was elected as President. Even before the
. Coombes, the manager of steel products
club got under way, members began leaving town.
company in Calcutta was on a business trip
With departures on long leave the Membership
in U.S.A. There he got interested in the Rotary
dwindled to half and finally the club had to be
movement and was impressed with the ‘Friendship,
closed down in 1931.
Fellowship, Service’. After his return to India in
1919, he organized a Rotary Club in Calcutta. The In Madras, Jim Davidson, with the help of F.C.
first meeting was held on 26th September 1919, James of the United Palters Association of South
and the Club was granted charter on January 1, India organized a meeting on May 10, 1929 with
1920, in 1921 S. C Rudra was admitted as the 30 Charter members, all Non-Indians. The first
first active Indian member with the classification President was C.G. Armstrong, Chairman of the
‘Mining Engineering’. In 1926 an Indian Honorary Madras Port Trust; and the first Secretary was
Secretary was elected in the person of Nitish C. Morton Chance, Manager of a hotel in Madras.
Laharry. Finally, an Indian, A.F.M. Abdul Ali, was The growth has been slow, perhaps due to the reason
elected as President, the first Indian to head a that India at that time was based essentially on
Rotary Club anywhere. agricultural economy while the whole framework
The Rotary Club of Bombay, launched by Jim of Rotary membership was based upon industrial
Davison, was added on 19th March 1929 with a and professional structure of society. Gradually as
charter strength of 38 members of whom 37 were India emerged to an economy issued on modern
Non-Indians; and the one and the only Indian was industrialization, extension of Rotary became
Sir Phiroze Sethna, a member of Indian Legislature, possible. Rotary club of Amritsar was born in 1933
who later became the District Governor. Jim and that of Bangalore in 1934. In 1935 five clubs
organized a pleasant group of 28 at Maiden’s were formed: Ahmedabad, Baroda, Jamshedpur,
Hotel Delhi on 26th April 1929. R.T.H. Meckenize, Poona and Sholapur, all fast developing Industrial

14 | ROTARY HANDBOOK
centers producing textiles, chemicals and iron and which was held at Colombo the attendance further
steel. Three clubs namely Cochin, Lucknow and improved to 210.
Surat were established in 1937. Rotary Club of In 1939 District 89 was bifurcated to create District
Cochin, then the only club in Kerala, was chartered 88 also which consisted of Afghanistan, Burma and
on 23rd August 1937. Of the 22 chartered part of undivided India. B. T Thakur, Col.Warren
members, 10 were Non-Indians. Another three Boulton and again B.T.Thakur were the D.G.s
Clubs – Asansol, Madurai and Rajkot came into between 1939 and 1942.
existence in 1938, and Agra, Salem and Jubulpore
The district conferences of District 88 were held
in 1939. Delhi Club was also revived in 1939. After
at Calcutta (regn.220), Bhopal and Agra (regn.82).
the World War II and India’s Independence in 1947,
District 88 was subsequently renumbered as
the real Indianisation of Rotary started. By the
District 90 which had one of its conferences at
end of Rotary Year 1946-47, there were 71 Clubs
Jamshedpur with Nitish C. Laharry as District
(14 in Gujarat, 10 in Maharashtra, 10 in U.P, 7 in
Governor. This conference had a registration of
Tamilnadu, 7 in Karnataka and 23 in other States)
154 and R.I. President’s representative was Sir
with a total membership of 3121 in 7 Districts as
Frederick James.
against 3 Clubs (with 235 members in 1929-30 in
Growth of Rotary in independent India was also
one provisional district, the District comprising of
sluggish. In seven years (up to 1954) only 54 clubs
India, Burma and Ceylon)
could be added. In 1950, there were only 198 clubs
Rotary Districts with a Rotarian strength of 7,785 in the whole of
Asia, the least numbers both in matter of clubs as
Up to 1931-32, Rotary clubs in India were non-
well as total number of Rotarians, among the six
districted. From 1932 to 1935 clubs in India, Burma
Rotary regions then existed.
and Ceylon were grouped under provisional District
A. On 1 July 1935 District 89 was formed with clubs By 1958, there were five Rotary districts in India,
in Afghanistan, Burma, Ceylon and undivided India. Ceylon, Burma, Pakistan, Nepal and Bhutan with
The first district governor was Sir Frederick E James about 7,500 Rotarians. In another ten years, there
(1935-36). Sir Phiroz Sethna followed him the next were 430 clubs and 16,055 Rotarians in these
year. Sir F. E. James had to be once again at the saddle countries.
due to the sudden death of Phiroz Sethna. In 1968-69, Pakistan became a separate district.
The first conference of Provisional District “A” was The number of districts in India was 12 in 1970-
held in 1932 at Calcutta with Sir F. E. James as the 71. From seventies the growth of Rotary in India
first governor with a total registration of 39. The picked up some momentum. The number of clubs
1934 conference was held at Bombay and 1936 which stood slightly above three hundred more
at  Bangalore. Up to 1936, R.I. president was not than doubled in the next ten years. The same tempo
represented at the conferences and there was no continued in the first half of eighties also. In 1980-
conference in 1934-35. 81 there were 899 clubs in India in 14 R. I. Districts
with a membership of 35,172 Rotarians.
The first conference of Rotary District was in Madras
in 1936-37 under the governorship of Sir F E. The extension of Rotary in the second half of
James. Haji M.Eusoff represented the R.I.President eighties broke all the previous records. The number
at this conference which had a registration of of clubs chartered between 1985 and 1989 (five
63. The second conference was at Baroda which years) was more than double the number of clubs
had a registration of 121. At the third conference formed between 1975 and 1984 (ten years). Out
of the current strength of 1947 (1999 April figure)

ROTARY HANDBOOK | 15
clubs 19 percent of the clubs are those established of 1997, there were 1,791 clubs in India with a total
in five years between 1985 and 1989 (362 clubs). membership of 68,043.
In the first half of nineties also Rotary continued The first Asia regional conference was held in
to grow well. Of the existing Indian clubs 317 were Delhi in 1958 with a registration figure of 2,913.
chartered during these years. District 3140 alone The regional office established in Bombay in 1934
contributed 50 clubs during the period. was shifted to Singapore in 1939, but the same was
In the beginning of 1995-96, when the system of closed down in 1948. A full-fledged regional office
regions in the Rotary world was abolished and the new was opened in Delhi in 1984. Another Asia regional
zone system was introduced, India had 1654 Rotary conference was held in Delhi in 1987 and this
clubs in 28 districts and the number of Rotarians regional conference broke all previous registration
was 58,777. In 1996 there was remarkable growth of records with its 10,501 registrations. Delhi again was
Rotary in India, thanks to Calgary Challenge, as many fortunate to host the Council on Legislation in 1998.
as 133 clubs were chartered in 1996. In 1995 the During the last 85 years of Rotary’s existence in India,
number of new clubs was only 74. In the first quarter several world leaders emerged from this region.

Rotary Leaders from India


Sir. Frederick James, Rajendra K. Saboo,
Madras, Director 1933-34 Chandigarh Chairman, TRF 1996-97
Shapporjee B. Billimoria, Kalyan Banerjee,
Bombay, Director 1942-43 Vapi, RI Director 1995-97
B.T. Thakur, O. P. Vaish,
Calcutta, Vice President 1946-47 Delhi RI Director 1999-2001
Shapoorjee B. Billimoria, Dr P.C. Thomas,
Bombay, Vice President 1949-50 RI Director 2001-03
Nitish C. Laharry, Kalyan Banerjee,
Calcutta, Vice President 1953-54 Vapi, TRF Trustee 2001-05
Nitish C. Laharry, Sushil Gupta,
Calcutta, Director 1954-55 Delhi, RI Director 2003-05
Krishna Prasad, Ashok Mahajan
Delhi, Director 1961-63 as RI Director 2007-09
Nitish C. Laharry, Kalyan Banerjee,
Calcutta, President 1962-63 Vapi, President 2011-12
Edul C. Eduljee, Ashok Mahajan,
Nagpur, Director 1973-75 & later RI Treasurer Mumbai, TRF Trustee 2009-13
Soli S. Pavri, Bombay, Director 7977-79 Yashpal Das,
Rajendra K. Saboo, Ambala, RI Director 2011-13
Chandigarh, Director 1981-83 Shekhar Mehta,
Manohar L. Manchanda, Kolkata, RI Director 2011-13
Faridabad, Director 1984-86 P.T. Prabhakar, Chennai, RI Director 2013-15
Sudarshan Aggarwal, Sushi Gupta, Delhi, TRF Trustee 2013-17
Delhi, Director 1987-89 Dr. Manoj Desai, Baroda, RI Director 2015-17
Rajendra K. Saboo, C. Basker, Karur, RI Director 2017-19
Chandigarh, President 1991-92
Kamal Sanghvi, Dhanbad, RI Director 2019-21
M.K. Panduranga Setty, 
Bangalore, Director 1991-93 Dr. Bharat Pandya,
Mumbai, RI Director, 2019-21
O.P. Vaish,
Delhi, TRF Trustee 1991-94 Gulam Vahanvaty,
Mumbai, TRF Trustee, 2017-21
T. Ramesh U. Pai,
Manipal Director 1992-94 Shekhar Mehta, Kolkata, RI President 2021-22

16 | ROTARY HANDBOOK
Rotary in District 3250

T he first club of our district is Rotary Club of Jamshedpur. It was


sponsored by Rotary Club of Kolkata and was chartered on 14th January
1937. It is worthwhile to mention that Rotary Club of Jamshedpur was the
first in the erstwhile Bihar, and fifteenth in India, Burma & Ceylon. Late
Rotarian J.L. Kenan was the first president of R.C. Jamshedpur.
From 1949 to 1957, the district was known as District 53 while from 1957
to 1970, it became District 325 and covered India, Burma, Bhutan and East
Pakistan. In 1970-71, District 325 was split and District 326 was formed
with clubs in East Madhya Pradesh, Bihar and Orissa. The bifurcated
District 326 consisted of 34 clubs. Rtn. Trilok Nath of Patna Rotary Club
was the first district Governor followed by Rtn. A.L. Das Verma of Ranchi
in 1971-72. The first district conference was held in Jamshedpur and the
following year it was in Cuttack.

District 326 was further bifurcated in to two districts 325 and 326 on
01.07.1984. At that time 38 clubs were there in unified Bihar in district 325
and late Dhanesh Pandey of Rotary Gaya was the first District Governor in
1984-85 and the district conference was held in Gaya.

District 325 was re-numbered as District 3250 on 01.07.1992 and Rtn. B.N.
Singh of Rotary Patna Mid Town was the first Governor in 1991-92. The
first district conference outside the district was on PDG G.V.Raghavan who
held is conference in Nepal.

The first Rotary International Director from 3250 is Kamal Sanghvi from
the Rotary Club of Dhanbad for the years 2019-21.

As of now Bihar and Jharkhand are re designated as District 3250 having


103 clubs and close to 4000 members. (Our Rotary district is the most
populated district in the world with a population of over 100 million but
having only 100 clubs).

ROTARY HANDBOOK | 17
The 4-Way Test – A History

T he 4-Way Test has been a part of Rotary for


over 75 years, but much has been forgotten
about this jewel.  Let us learn more about it.
He promoted it among all of his employees.  From
advertising, to production, to sales, all company
actions were measured against the 4-way test.
The author of the 4-Way Test is Herbert J. Taylor.  He
Profound in its simplicity, employees bought in and
was a member of the Chicago Rotary Club and
the Test gradually created a climate of trust and
a prosperous businessman.  Interestingly, Herb
goodwill among dealers, customers and employees.
originally wrote the test, not for Rotary, but for a
It became a part of the corporate culture, and
troubled business that he had taken over.
improved not only the company’s reputation, but
Let’s go back to 1932, Herb was asked to take also its finances.
over management of a nearly-bankrupt cookware
Just 5 years after Herb instituted the Test, and
manufacturer called Club Aluminum Company of
still deep in the depression, the company’s
Chicago.  The company owed $400,000 more than
indebtedness was paid off.  For many years into the
its total assets and was barely afloat.
future, the firm earned millions in profit. 
Herb agreed, however, to take on the challenge.   He
In 1942, Richard Vernor, a director of Rotary
resigned from his current position, taking an 80%
International and a colleague of Herb’s, suggested
pay-cut, and invested thousands of dollars of much
that Rotary adopt the 4-Way Test. The R.I. Board
needed capital into the company to cover operating
approved the proposal in making The Four-
expenses. 
Way Test a component of the Vocational Service
Looking for a way to turn around the culture of program, although today it is considered a vital
the company, Herb searched for a means to inspire element in all four Avenues of Service.   
his employees to build a better connection with
Eloquently simple, the Four-Way Test offers a fresh
customers. 
and positive vision for turning our culture back to
Herb first wrote a statement of the things employees civility. 
“should think, say or do” in their business dealings. 
That first go round was about 100 words and it
was too long. He continued to write, reducing it to
seven points, but it was still too long.  Finally, he
reduced the Test to the four searching questions
that comprise it today.

Many were skeptical of the 4-way test.  One lawyer


colleague told Herb, that if he followed the maxims,
he would starve to death.  Others dismissed the
Test as naïve and simplistic.

Nevertheless, Herb made the 4-Way Test the basis


for decisions large and small at Club Aluminum. 

18 | ROTARY HANDBOOK
How Rotary’s emblem evolved

T he Rotary wheel, unchanged since 1924, was


redesigned many times in the early years of the
organization. 
spokes are to be so designed as to indicate strength;
the object of the gears, or cogs, being two-fold: First
to relieve the plainness of the design, and Second,
A Rotary Club of Chicago emblem that featured a to symbolize power.” 
wagon wheel influenced early logos of other clubs
The word “Rotary” appeared at the top and
and Rotary International. 
“International Association” at the bottom. (Rotary
became an international organization in 1912.)
Early club emblem Clubs were encouraged to use a similar design,
In 1905, Montague M. Bear, an engraver and placing the name of their city at the bottom instead
member of the Rotary Club of Chicago, sketched of “International Association.” The number of
a wagon wheel with 13 spokes as a club emblem. spokes and cogs was unspecified. As a result, many
When fellow club members began to complain variations on the emblem were in use by 1918.
that the design was static and lifeless, Bear added
flourishes that made the wheel appear to ride on A standard emblem
a bed of clouds. Unfortunately, some members
To address the growing number of emblems, the
felt the clouds looked like dust, defying the laws
Board appointed Charles Mackintosh, of the Rotary
of physics by being kicked up on both sides of the
Club of Chicago, Illinois, USA, and Oscar Bjorge, of
wheel. Bear responded by superimposing a banner
the Rotary Club of Duluth, Minnesota, USA, to the
with the words “Rotary Club” over the clouds.
committee charged with standardizing the Rotary
emblem. 
Early association emblem
Bjorge drafted an emblem with six spokes and 24
In 1911, Secretary Chesley R. Perry recommended, cogs, giving it a sturdy appearance. In this design,
“action be taken by the National Association to the number of teeth and spokes was intended to
establish the wheel as the basic part of the emblem reflect a real, working gearwheel. The number of
of every Rotary club.” Clubs were invited to submit spokes and cogs did not reflect any specific aspect
designs to an emblem committee before the 1912 of Rotary’s history or its programs, and this is still
convention in Duluth, Minnesota, USA.  true today. 
The Duluth convention provided some definition. In November 1919, the Board adopted Bjorge’s
“The emblem consists of the basic principle of design and a detailed description, and the 1921
a wheel with gears cut on the outer edge. ... The

ROTARY HANDBOOK | 19
convention formally approved them. For many The Rotary wheel is also referred to as “The Mark
years, descriptions of the emblem simply referred of Excellence”. 
to an article called “Redesigning the Rotary Wheel”
in the  January 1920  issue of The Rotarian, which The Rotary emblem today
announced the Board’s decision. 
For many years, the wheel stood alone as our
By 1924, Bjorge’s design had been modified to logo. Although the words “Rotary International”
include a keyway. This addition has been attributed are embedded in the wheel, they’re hard to read
to Will R. Forker, of the Rotary Club of Los Angeles, from a distance. So in 2013, Rotary expanded the
California, USA. He was reported to have said official logo to include the word “Rotary” next to
Bjorge’s design made no provision for the transfer the wheel.
of power to or from a shaft, rendering the wheel
The Rotary wheel remains our mark of excellence.
idle. Forker perceived Rotary as a “living force,”
In addition to being part of the official logo, it may
and inserting a keyway into the hub made the new be enlarged for greater impact and used separately
wheel a “real worker.”  but near the logo. 
In January 1924, the Board formally approved
the emblem that was then in use. Not all written Using the emblem
descriptions were updated immediately, however. The Rotary emblem, like Rotary’s name and other
To clear up any confusion caused by the various logos, is a registered trademark. Clubs, districts,
decisions about the emblem between 1912 and and Rotary Entities are welcome to use the Rotary
1929, a standard description of the existing emblem subject to the guidelines for the use of
design, with a keyway, was approved by the 1929 the Rotary Marks as set forth by the RI Board of
convention.  Directors. These guidelines govern the use of the
Rotary Marks on all merchandise, promotional
A wheel has been the symbol of Rotary since our
materials, and publications, including domain
earliest days. The first design was made in 1905
names and websites.
by Chicago Rotarian Montague Bear, an engraver,
who drew a simple wagon wheel with a few lines For current guidelines on size and placement,
to show dust and motion. The wheel was said to see Rotary’s voice and visual identity
illustrate “Civilization, Movement and Service work guidelines. Clubs can download the logo
in action.” Most of the early clubs had some form of and find templates to create club logos in
wagon wheel on their publications and letterheads. our Brand Center.

20 | ROTARY HANDBOOK
Women in Rotary

T he 1989 Council on Legislation vote to admit


women into Rotary clubs worldwide remains a
watershed moment in the history of Rotary.
the admission of women into Rotary clubs, and
several close votes at previous Council meetings.

The response to the decision was overwhelming:


 “My fellow delegates, I would like to remind you
By June 1990, the number of female Rotarians
that the world of 1989 is very different to the world
had skyrocketed to over 20,000. By July 2016,
of 1905. I sincerely believe that Rotary has to adapt
the number of women worldwide had surpassed
itself to a changing world,” said Frank J. Devlyn, who
250,000.  Women immediately embraced the
would go on to become RI president in 2000-01. 
leadership opportunities provided by their clubs
The vote followed the decades-long efforts of men and have been making an impact in communities
and women from all over the Rotary world to allow around the world.

Timeline of Women in Rotary

1950
An enactment to delete the word “male” from the Standard Rotary Club Constitution is
proposed by a Rotary club in India for the Council on Legislation meeting at the 1950 Rotary
Convention.

1964
The Council on Legislation agenda contains an enactment proposed by a Rotary club in
Ceylon (now Sri Lanka) to permit the admission of women into Rotary clubs. Delegates
vote that it be withdrawn. Two other proposals to allow women to be eligible for honorary
membership are also withdrawn.

1972
As more women begin reaching higher positions in their professions, more clubs begin
lobbying for female members. A U.S. Rotary club proposes admitting women into Rotary at
the 1972 Council on Legislation.

1977
Three separate proposals to admit women into membership are submitted to the Council
on Legislation for consideration at the 1977 Rotary Convention. A Brazilian club makes a
different proposal to admit women as honorary members. 

ROTARY HANDBOOK | 21
The Rotary Club of Duarte, California, USA, admits women as members in violation of the
RI Constitution and Standard Rotary Club Constitution. Because of this violation, the club’s
membership in Rotary International is terminated in March 1978. (The club was reinstated in
September 1986.)

1980
The RI Board of Directors and Rotary clubs in India, Sweden, Switzerland, and the United
States propose an enactment to remove from the RI and club constitutions and bylaws all
references to members as “male persons.” 

1983-86
In a lawsuit filed by the Duarte club, the California Superior Court in 1983 rules in favor of
Rotary International, upholding gender-based qualification for membership in California Rotary
clubs. In 1986, the California Court of Appeals reverses the lower court’s decision, preventing
the enforcement of the provision in California. The California Supreme Court refuses to hear
the case, and it is appealed to the U.S. Supreme Court.

1987
On 4 May, the U.S. Supreme Court rules that Rotary clubs may not exclude women from
membership on the basis of gender. Rotary issues a policy statement that any Rotary club in
the United States can admit qualified women into membership. 

The Rotary Club of Marin Sunrise, California (formerly Larkspur Landing), is chartered on 28
May. It becomes the first club after the U.S. Supreme Court ruling to have women as charter
members.

Sylvia Whitlock, of the Rotary Club of Duarte, California, becomes the first female Rotary club
president.

1988
In November, the RI Board of Directors issues a policy statement recognizing the right of
Rotary clubs in Canada to admit female members based on a Canadian law similar to that
upheld by the U.S. Supreme Court.

1989
At its first meeting after the 1987 U.S. Supreme Court decision, the Council on Legislation
votes to eliminate the requirement in the RI Constitution that membership in Rotary clubs be
limited to men. Women are welcomed into Rotary clubs around the world.

22 | ROTARY HANDBOOK
1990
As of June, there are about 20,200 female Rotarians worldwide. The Rotarian runs a feature on
women in Rotary.

1995
In July, eight women become district governors, the first elected to this role: Mimi Altman,
Gilda Chirafisi, Janet W. Holland, Reba F. Lovrien, Virginia B. Nordby, Donna J. Rapp, Anne
Robertson, and Olive P. Scott.

2005
Carolyn E. Jones begins her term as the first woman appointed as trustee of The Rotary
Foundation.

2008
Catherine Noyer-Riveau begins her term as the first woman elected to the RI Board of
Directors.

2012
Elizabeth S. Demaray begins her term as RI treasurer, the first woman to serve in this position.

2013
Anne L. Matthews begins her term as the first woman to serve as RI vice president.

2018
Brenda Marie Cressey begins her term as the first woman to serve as vice-chair of The
Rotary Foundation. In April-June 2019 she serves as chair of the Foundation, the first woman
appointed to this role.

2019
As on January 1, 2019 there are about 277500 women members in Rotary – about 23% of the
total women strength.

ROTARY HANDBOOK | 23
Rotary Themes

E ach January, Rotary members enthusiastically


await the incoming Rotary International
president’s announcement of the next Rotary
ŸŸ 2011-2012 Reach Within to Embrace Humanity
ŸŸ 2010-2011 Building Communities Bridging
Continents
theme. The president announces the theme at the ŸŸ 2009-2010 The Future of Rotary is in Your
International Assembly, an annual training event Hands
for incoming leaders.  ŸŸ 2008-2009 Make Dreams Real
The tradition of crafting a theme is credited to Percy ŸŸ 2007-2008 Rotary Shares
C. Hodgson, Rotary’s president in 1949-50. When ŸŸ 2006-2007 Lead the Way
Hodgson addressed the International Assembly in
ŸŸ 2005-2006 Service Above Self
1949, he impressed upon the incoming leaders that
they had a “glorious opportunity to impart Rotary ŸŸ 2004-2005 Celebrate Rotary
knowledge” and that “lack of Rotary knowledge ŸŸ 2003-2004 Lend A Hand
can be a deterrent to the successful operation of ŸŸ 2002-2003 Sow the Seeds of Love
a Rotary club.” Hodgson’s 83-word theme, which ŸŸ 2001-2002 Mankind is Our Business
included a list of four objectives, was substantially
ŸŸ 2000-2001 Create Awareness…Take Action
longer than today’s punchier themes. In 1955, RI
ŸŸ 1999-2000 Act with Consistency, Credibility,
President A.Z. Baker announced a theme, “Develop
Continuity
Our Resources,” to serve as Rotary’s program of
ŸŸ 1998-1999 Follow Your Rotary Dream
emphasis. Since that time, each president has
issued a theme for his Rotary year. ŸŸ 1997-1998 Show Rotary Cares
ŸŸ 1996-1997 Build the Future with Action and
.In the decades that followed, RI presidents
Vision
introduced theme logos, lapel pins, ties, and
scarves. Theme ties were introduced in the ŸŸ 1995-1996 Act with Integrity - Serve with Love
- Work for Peace
1990s, and are now crafted annually. Scarves first
appeared in 1998-99. Many designs incorporate ŸŸ 1994-1995 Be A Friend
the theme logo for the year. Others, such as those ŸŸ 1993-1994 Believe In what You Can Do - Do
selected by William Boyd from New Zealand and what You Believe In
Sakuji Tanaka from Japan, use colors or imagery ŸŸ 1992-1993 Real Happiness is Help Others
that reflects their home country. ŸŸ 1991-1992 Look Beyond Yourself
ŸŸ 2019-2020 Rotary Connects the World ŸŸ 1990-1991 Honor Rotary with Faith and
Enthusiasm
ŸŸ 2018-2019 Be the Inspiration
ŸŸ 1989-1990 Enjoy Rotary
ŸŸ 2017-2018 Making A Difference
ŸŸ 1988-1989 Put Life in Rotary - Your Life
ŸŸ 2016-2017 Rotary Serving Humanity
ŸŸ 1987-1988 Rotarians - United in Service
ŸŸ 2015-2016 Be A Gift to the World
Dedicated to Peace
ŸŸ 2014-2015 Light Up Rotary
ŸŸ 1986-1987 Rotary Brings Hope
ŸŸ 2013-2014 Engage Rotary Change Lives
ŸŸ 1985-1986 You Are the Key1984-1985 Discover
ŸŸ 2012-2013 Peace Through Service a New World of Service

24 | ROTARY HANDBOOK
ŸŸ 1983-1984 Share Rotary - Serve People
ŸŸ 1982-1983 Mankind is One-Build Bridges of
Rotary’s
Friendship Throughout the World
Involvement with
ŸŸ 1981-1982 World Understand and Peace
ŸŸ 1980-1981 Take Time to Serve Polio Eradication
ŸŸ 1979-1980 Let Service Light the Way
ŸŸ 1978-1979 Reach Out
ŸŸ 1977-1978 Serve to Unite Mankind
ŸŸ 1976-1977 I Believe in Rotary
O n 29 September 1979, When James L. Bomar
Jr., then RI president, along with volunteers
put the first drops of vaccine into a child’s mouth,
ŸŸ 1975-1976 To Dignify the Human Being at a health center in Guadalupe Viejo, Makati, he
ŸŸ 1974-1975 Renew the Spirit of Rotary ceremonially launched the Philippine poliomyelitis
immunization effort. Rotary’s first Health, Hunger
ŸŸ 1973-1974 A Time for Action
and Humanity (3-H) Grant project was underway. 
ŸŸ 1972-1973 Let’s Take a New Look and Act
Bomar and Enrique M. Garcia, the country’s
ŸŸ 1971-1972 Good Will Begins with You minister of health, had earlier signed an agreement
ŸŸ 1970-1971 Bridge the Gaps committing Rotary International and the
ŸŸ 1969-1970 Review and Renew government of the Philippines to a joint multiyear
effort to immunize about 6 million children against
ŸŸ 1968-1969 Participate
polio, at a cost of about $760,000.
ŸŸ 1967-1968 Make Your Rotary Membership
Effective The project’s success led Rotary to make polio
eradication a top priority. Rotary launched
ŸŸ 1966-1967 Better World through Rotary
PolioPlus in 1985 and was a founding member
ŸŸ 1965-1966 Action, Consolidation and of the Global Polio Eradication Initiative in 1988.
Continuity Through decades of commitment and work by
ŸŸ 1964-1965 Live Rotary Rotary and our partners, more than 2.5 billion
ŸŸ 1963-1964 Meeting Rotary’s Challenge in the children have received the oral polio vaccine.
Space Age In the 1950s, 60s, and 70s, virtually every person
ŸŸ 1962-1963 Kindle the Spark Within knew someone in their family or circle of friends
ŸŸ 1961-1962 Act. Aim for Action. Communication who had polio. In the early 1950s, there were
For Understanding. Test for annually over 55,000 cases of polio in the United
Leadership. States. Worldwide there were perhaps 500,000
cases of polio. Of that number 50,000 children a
ŸŸ 1960-1961 You are Rotary - Live it! year would die from polio and thousands more
ŸŸ 1959-1960 Vitalize! Personalize! Build Bridges would be crippled, paralyzed or suffer lifelong
of Friendship disabilities.
ŸŸ 1958-1959 Help Shape the Future In 1978, Rotary had a committee, appointed by R.I.
President Clem Renouf, to design a new direction
ŸŸ 1957-1958 Enlist-Extend-Explore-Serve
for Rotary. It was called the Health, Hunger and
ŸŸ 1956-1957 Keep Rotary Simple Humanity Committee. One proposal was from the
ŸŸ 1955-1956 Develop Our Resources Philippines. Rotary approved the project; some 6

ROTARY HANDBOOK | 25
million children were immunized against polio. It Health Organization, UNICEF, and the US Centers
was a huge success. for Disease Control.

A couple years passed, and another Rotary At that time, in 1988, you could find polio in 125
committee was created in 1982 by R.I. President nations of the world and it was estimated that there
Stan McCaffrey called the New Horizons were 350,000 cases of polio in the world every year.
Committee. This group had the job of “looking But Rotary took on the project – one country at a
into the future of Rotary to see what tasks or new time. The first big immunization day was in Mexico,
directions Rotary could take on the future.” A letter where 13 million children were immunized.
from Rotarian John Sever suggested that we might
Rotary Clubs became “Polio Plus Partners” to
provide polio vaccine for all the children in the
raise funds for National Immunization Days. The
world. The committee thought that was a good
Partners purchased iceboxes, colorful vests, caps,
idea, so it was one of the 35 suggestions to the R.I.
leaflets, street banners and many other items
Board of Directors. So, in l982 the Board of Rotary
needed to mobilize whole nations to immunize
International approved the idea of giving polio
their children. Rotarians and health workers have
vaccine to all the children in the world. The project
gone to the most remote areas of the world by
was called “Polio 2005.”
canoe, camels, elephants, horseback, motorbikes,
Two or three years went by, and finally in 1985, and every other conceivable vehicle to reach all
Dr. Carlos Canseco, RI President from Monterrey, the world’s children. The civil war in Sudan was
Mexico said that if we were going to get the task stopped for 4 days to immunize children thanks to
done by 2005, we should get started. So, he called Rotary’s efforts!
Dr. Albert Sabin to Evanston Rotary organized a By 2005, over 99% of the children of the world had
meeting of some of the world’s most distinguished received polio vaccine. And Polio remained only in
medical and public health leaders. Dr. Sabin said four countries.
it would cost at least $100 million dollars and we
would have to immunize 500 million children. In 2012, India surpassed one year without any
polio case and in 2014 India is certified polio free.
So, Rotary set a goal of $ 120,000 to raise the funds, Since 2017, Nigeria too has had no cases of polio.
and the name of the project was changed to “Polio
Plus.” It was the first major fund raising campaign In 2007, the Bill & Melinda Gates Foundation joined
by Rotarians of the world for a single project. Rotary in its commitment to ending polio. Since
However, by 1987 Rotary had surpassed the goal 2013, the Gates Foundation has matched every $
and actually raised $240 million. So, Rotary leaders 1 Rotary commits to polio eradication 2-to-1, up to
went to the World Health Organization and said we $ 35 million per year. Rotary, with matching funds
want to eradicate polio. It was not well accepted from the Gates Foundation, has contributed more
by all the WHO leaders who represented some of than $ 1.6 billion to end polio.
the most knowledgeable health authorities in the Since we started the fight against polio, we have
world. Rotary was “just a service club.” Finally, reduced the number of polio cases by 99.9%. The
when Rotary told them that they had over a million leaders of the world have clearly expressed that
volunteers and $247 million in their pocket, they without Rotary International this monumental
agreed. So Rotary became full partners of the World achievement would never be accomplished.

26 | ROTARY HANDBOOK
Why the Rotary year begins on 1 July

E ver wonder why 1 July is the beginning of the Rotary year? Initially, our
conventions played a key role in determining the start date of our fiscal
and administrative year.
Rotary’s first fiscal year began the day after the first convention ended, on
18 August 1910. The 1911-12 fiscal year also related to the convention,
beginning with the first day of the 1911 convention on 21 August.

Attendees at Rotary’s first convention in Chicago in 1910. Rotary’s first


fiscal year began the day after the convention ended. 

The next August, the Board of Directors ordered an audit of the International
Association of Rotary Clubs’ finances. The auditors recommended that the
organization end its fiscal year on 30 June to give the secretary and treasurer
time to prepare a financial statement for the convention and board, and to
determine the proper number of club delegates to the convention.

The executive committee agreed and, in April 1913, designated 30


June as the end of the fiscal year. This also allowed for changes to
the schedule for reporting club membership and payments. Even The
Rotarian changed its volume numbering system to correspond to the
fiscal year (beginning with Volume 5, No. 1, in July 1914).

Rotary continued to hold its annual conventions in July or August until


1917. Delegates to the 1916 event in Cincinnati, Ohio, USA, approved a
resolution to hold future conventions in June, mainly because of the heat
in cities where most of them occurred. The next one was held 17-21 June
in Atlanta, Georgia.

The term “Rotary year” has been used to signify Rotary’s annual
administrative period since at least 1913. An article in The Rotarian that
July noted, “The Rotary year that is rapidly drawing to a close has been
signalized by several highly successful joint meetings of Clubs that are so
situated as to assemble together easily and conveniently.”

Since the executive committee’s decision in 1913, the end of the Rotary
year has remained 30 June.

ROTARY HANDBOOK | 27
28 | ROTARY HANDBOOK
How is Rotary Structured?

Rotary Club Members activities, the better overall experience you will

T
have as a member.
here are more than 1.2 million Rotary club
members, or Rotarians, around the world. Districts and Zones
Your potential to do good in your community as
Rotary clubs are grouped into districts. District
a Rotarian is far greater than it was before you
governors serve
an important role in Rotary.
joined. You’ll have the privilege of working with
They’re nominated by clubs in
 their districts
other professionals and the opportunity to make a
for their leadership skills, Rotary experience,
difference in the lives of others by bringing together
and dedication to service. They are trained
your expertise, skills, and resources.
extensively both in their regions and all together
Rotary Clubs at the International Assembly. District governors
serve a one-year term, leading a team of assistant
The club is the most important component
of
Rotary’s organizational structure. There
are over governors and district committees to support and
35,000 Rotary clubs in more than
220 countries and strengthen clubs and motivate them to carry out
geographical areas.
Rotary clubs are autonomous, service projects. Governors visit each club in the
so the
member experience varies from club to
club. district during the year, oversee the development
However, they all operate somewhat
similarly. For of new clubs, and plan the district conference and
example, all clubs have presidents, secretaries,
and other special events. Districts are organized into
treasurers and committees that help them run regional zones, each led by a team of regional
smoothly. Each Rotary club is considered a member leaders. Finally, your Rotary club belongs to the
of Rotary International. Strong, well-run clubs global association, Rotary International (RI), led by
enhance our members’ experiences and deliver the RI president and the RI Board of Directors.
valuable service to our communities.
The RI president is elected to a one-year term,
during which she or he presides over the Board of
Club Meetings Directors. The RI Board of Directors and The Rotary
Rotary clubs hold regular meetings where
their Foundation Trustees govern our organization
and
members gather to socialize and to
discuss their its Foundation. The Board sets policies that aim to
current projects, other Rotary
matters, and help clubs thrive. Clubs elect members of the Board,
professional topics. While
most clubs meet in or directors, every year at the Rotary International
person, some clubs meet
primarily online or have Convention. Each director serves for two years
a combination of
in-person and online meetings. and represents one of the Rotary zones. The Board
Rotary is
both apolitical and nonreligious, of Trustees manages the business of The Rotary
and Rotary
clubs are encouraged to create an Foundation. The Rotary International president-
inclusive
environment for all club members at
elect appoints Trustees to four-year terms.
their meetings. Meetings can be formal or informal
and can include food and drinks, speakers, an There are over 35,000 Rotary clubs grouped into
open forum for discussion, or group activities. The about 530 districts. These districts are organized
more you participate in your club’s meetings and into 34 regional zones.

ROTARY HANDBOOK | 29
Assistant Governors

R evised Amendments to Rotary Code of Policies


(Source: Minutes of the October 2018 Rotary
International Board Meeting) - effective 1 July 2020
Minimum criteria in selecting assistant
governors shall include:
ŸŸ Active member in good standing in a club in
Assistant governors are appointed by the governor- the district for at least three years
elect to motivate and support a group of designated
ŸŸ Served as president of a club for a full term,
clubs to thrive.  
or as a charter president for at least six
Duties for assistant governors may months
include the following: ŸŸ Additional criteria in selecting assistant
ŸŸ Visit each club regularly to discuss the club governors should include:
activities, resources, and opportunities ŸŸ Knowledge of clubs, district and Rotary
ŸŸ Support clubs in setting and achieving goals, including relevant policies and Rotary’s
finding solutions to challenges, resolving online tool
conflicts, and meeting their district and RI ŸŸ Demonstrated leadership skills and qualities
administrative requirements including, listening, communication,
ŸŸ Serve as a liaison between clubs and district motivation, accessibility, integrity and being
committees proactive
ŸŸ Assess clubs’ ability to thrive and mentor ŸŸ Regular participation in district events
club leaders on strategies to make their club
Assistant governors may be appointed on an annual
successful
basis for a one-year term, subject to reappointment
ŸŸ Encourage clubs’ involvement in district for a total of three years.
activities and committees
ŸŸ Keep the governor informed on progress of It is recommended that no past governor serve as
the clubs an assistant governor.

ŸŸ Stay up to date on Rotary initiatives Districts are responsible for determining any
ŸŸ Share status of clubs with successor financial support provided to assistant governors.

30 | ROTARY HANDBOOK
Roles & Responsibility of Club President

A s president, you lead and motivate your club, ensuring that club members feel valuable, inspired, and
connected to each other.

What you do Resources & reference


ŸŸ Preside over club and board meetings
ŸŸ Lead Your Club: President - Club
ŸŸ Appoint committee chairs and members President’s Manual
ŸŸ Conduct club assemblies ŸŸ Be a Vibrant Club: Your Club Leadership Plan
ŸŸ Create a budget and manage club finances,
ŸŸ Membership Growth and Retention
including an annual audit
Support
ŸŸ Develop a safe environment for youth
participants
ŸŸ Work with your district governor and ŸŸ The Rotary Foundation Reference Guide
assistant governor
ŸŸ Standard Rotary Club Constitution
ŸŸ Recommended Rotary Club Bylaws
How to prepare
ŸŸ The year of planning before you take office
is crucial to achieving the objectives you Tools
set out for your club. As president-elect,
you work with your assistant governor ŸŸ Pay or view your club invoice  (Rotary
and incoming leadership team to set International dues and fees)
annual goals that support your club’s ŸŸ Update your club membership data
strategic plan. In this year you should: ŸŸ Add club officers
ŸŸ Take online courses for club president in ŸŸ Set and track goals in Rotary Club Central
the Learning Center
ŸŸ Take a course in the Learning Center
ŸŸ Assess your club’s strengths, weaknesses,
opportunities, and risks in order to set goals ŸŸ Register for a webinar

ŸŸ Develop an action plan for your ŸŸ Check our discussion groups


annual goals, which support long-term
achievements
Rotary support
ŸŸ Appoint committee chairs
ŸŸ Ensure continuity in leadership and ŸŸ Immediate past president
service projects
ŸŸ Assistant governor
ŸŸ Attend presidents-elect training seminar
ŸŸ District leaders
ŸŸ Attend district training assembly

ROTARY HANDBOOK | 31
Roles & Responsibility of Secretary

A s club secretary you help your club run smoothly and effectively. You also monitor club trends to
help identify strengths and areas for improvement, and share this information with club and district
leaders.

What you do Resources & reference


ŸŸ Maintain membership records:  Update ŸŸ Be a Vibrant Club: Your Club Leadership
your club membership data. Your club Plan
invoice is based on the number of ŸŸ Standard Rotary Club Constitution
members in Rotary’s database for your
ŸŸ Recommended Rotary Club Bylaws
club as of 1 July and 1 January. Rotary
International sends the club invoice by
email and mail. Tools
ŸŸ Maintain minutes of club, board, and
committee meetings ŸŸ Pay or view your club invoice  (Rotary
ŸŸ Work with incoming secretary to ensure International dues and fees)
smooth transition ŸŸ Update your club membership data
ŸŸ Set and track goals in Rotary Club Central
ŸŸ Check our  discussion group  for club
How to prepare
secretaries
ŸŸ Take online courses for club secretary in
the Learning Center Rotary support
ŸŸ Attend district training assembly
ŸŸ Work with outgoing secretary ŸŸ Outgoing secretary
ŸŸ Club and district leaders
ŸŸ Club and District Support representative
ŸŸ Financial representative

32 | ROTARY HANDBOOK
Roles & Responsibility of Club Treasurer

A s club treasurer you play an important role in your club’s ability to carry out service projects, fundraise,
and support The Rotary Foundation.

What you do Resources & reference

ŸŸ Manage club funds ŸŸ Budget Worksheet


ŸŸ Collect and submit dues and fees ŸŸ Be a Vibrant Club: Your Club
ŸŸ Report on the state of your club’s finances Leadership Plan
ŸŸ Work with The Rotary Foundation
ŸŸ Pay or view your club invoice. Your Tools
club invoice is based on the number of
members in Rotary’s database for your ŸŸ Pay or view your club invoice (Rotary
club as of 1 July and 1 January. Rotary International dues and fees)
International sends the club invoice by
ŸŸ Update your club membership data 
email and mail.
ŸŸ Because the treasurer’s responsibilities
may vary according to local laws and ŸŸ Track club goals and contributions
cultural practices, please adapt the in Rotary Club Central
suggestions offered in Club Treasurer’s ŸŸ View daily club balance
online courses in the Learning Center. ŸŸ Check our discussion groups

How to prepare Rotary support


ŸŸ Take online courses for club treasurer in ŸŸ Financial representative
the Learning Center ŸŸ Outgoing club treasurer
ŸŸ Work with outgoing treasurer to ensure ŸŸ Club president and secretary
a smooth transition
ŸŸ Assistant governor
ŸŸ Attend district training assembly
ŸŸ Club and District Support representative

ROTARY HANDBOOK | 33
Roles & Responsibility of Club Committees

A s a club committee member you help make your club a successful, thriving, and fun place. Whether
you have been appointed as a committee chair or serve as a committee member, you can help your
club improve your communities and develop leaders.

What you do Resources & reference

ŸŸ Oversees committee functions ŸŸ Take a course in the Learning Center


ŸŸ Convenes regular committee meetings ŸŸ Club committee structure

and activities
ŸŸ Supervises and coordinates the Rotary support
committee’s work
ŸŸ Outgoing committee chairs and members
ŸŸ Reports activities to club board
ŸŸ Assistant governor
ŸŸ District committees
How to prepare ŸŸ Regional coordinators

ŸŸ Take online courses for your committee


in the Learning Center:
ŸŸ Administration
ŸŸ Membership
ŸŸ Public image
ŸŸ Service projects
ŸŸ Foundation
ŸŸ Attend district training assembly
ŸŸ Work with outgoing committee chairs

34 | ROTARY HANDBOOK
The Sergeant-at-Arms: Club Leadership at
Work

Overview ŸŸ Be constantly on the alert to prevent any


occurrence that might detract from the dignity

T o conduct effective weekly meetings, the


sergeant-at-arms must keep the meeting
running smoothly, with few interruptions. The
and prestige associated with Rotary clubs.
ŸŸ Specifically, to handle the physical preparations
for, and the mechanical part of, a meeting and,
sergeant-at-arms has the following responsibilities:
unobtrusively, to guide its general conduct.
ŸŸ Helping to maintain orderly and effective Rotary
club meetings. ŸŸ Frequently, to give some special assistance that
helps to make guests feel “more at home.”
ŸŸ Working to prevent any occurrence that might
detract from the dignity or prestige of the club ŸŸ Prior to each club meeting, should consult with
the Program committee chairperson regarding
ŸŸ Your success as sergeant-at-arms will depend
equipment requirements & with the President
not only upon how well you meet your
for any Special Requirement
responsibilities from week to week throughout
the year but also on how well you plan your work ŸŸ Must follow one cardinal rule: - always arrive
now. Most important and satisfying of all, this job at the meeting place at least 15 or 20 minutes
will provide you with many real opportunities ahead of time to ensure that every thing is ready.
for friendly service to your club - its members, ss Are the tables and chairs properly arranged?
officers, and guests
ss Is the gavel, gong and banners and other regalia
MOP on hand?
ss Is the Club’s Charter on display?
In the Manual of Procedure at page 3 (and page
241) it states: ss Is the sound system operating at the correct
level?
“The officers of a club are the President … and a
sergeant-at-arms (who may or may not be members ss Are the lighting, temperature, and ventilation
of the board as the bylaws if the club shall provide)”. correctly regulated?
ss Are you prepared for showing audiovisuals?
The Sergeant-at-arms plays a vital role in allowing
the club President to concentrate on conducting ss Has the Chairman arrived and is he/she prepared
the weekly meeting. to introduce the Guest Speaker and the thank
you?
The Functions of a Sergeant-at-Arms
ss Be at the door. Stand at the door of the meeting
ŸŸ To help maintain an orderly, dignified, and place five minutes before the meeting begins.
effective Rotary club meeting, one that will make Welcome visitors if no one has been assigned to
a right kind of impression on club visitors and do this. See that all the members are inside the
guests. room by meeting time.

ROTARY HANDBOOK | 35
ss Name badges. Be sure that all members are ss Farewell to guests - when the meeting breaks
wearing their name badges. These are especially up, encourage members to speak to the guests,
helpful to visitors and new members. especially to those who took part in the meeting,
and express thanks and pleasure at having them
ss 5 minute warning. It is important to start on
visit the club.
time.
ss At the induction of a new member, escorts the
ss See that members are seated promptly and
new member and partner to the ceremony point
without confusion; if feasible, there are no vacant
The Sergeant stands with the new member
places between members; make sure the food is
during the induction. At the conclusion the
served promptly.
sergeant escorts the new member back to his/
ss Conduct the Fines Session with the correct her seat.
decorum.

Checklist
ŸŸ Seating Arrangements ŸŸ Lighting ŸŸ Members ID
ŸŸ Head Table ŸŸ Club Banner ŸŸ Attendance Register
ŸŸ National Anthem ŸŸ Agenda ŸŸ Make up Cards
ŸŸ Gong & Gavel ŸŸ Rotary Flag ŸŸ Club Pendants
ŸŸ National Flag ŸŸ Sound System ŸŸ Refreshments
ŸŸ Name Boards ŸŸ President’s Collar
ŸŸ Theme Banner ŸŸ Rotary Pin

Duties
ŸŸ Receiving Guests ŸŸ Maintaining discipline
ŸŸ Starting the Meeting on Time ŸŸ Banning of Smoking
ŸŸ Calling the house to order ŸŸ To see that cell phones are kept on silent mode
ŸŸ Placing collar on President or switched off
ŸŸ Controlling the time according to Agenda

Other functions How to conduct himself


ŸŸ Maintaining Tickets - Registrations Desk, ŸŸ Wear SAA Identification (Arm Band or
when required Jacket etc.)
ŸŸ Over viewing dress code ŸŸ Speak slowly and be articulate
ŸŸ Oil Lamp etc., when lighting of lamp is ŸŸ Keep smiling and be cheerful
warranted - arrangement, distribution of ŸŸ Do not get excited
relevant material
ŸŸ Ensure Rotary decorum
ŸŸ Receiving and conducting the Chief Guest
to seating area.

36 | ROTARY HANDBOOK
Club Inventory

To be maintained by the To be maintained by


President Sergeant-at-Arms
ŸŸ President’s Collar/Pin ŸŸ Collar
ŸŸ District Directory ŸŸ Gavel, Gong
ŸŸ Club letterhead & envelops ŸŸ Rotary Wheel
ŸŸ Correspondence: incoming & outgoing ŸŸ Arm Band
files. ŸŸ Sergeant Stick
ŸŸ Club Banner/Club Flag
To be maintained by
Secretary To be maintained by the
ŸŸ Minutes Book Editor
ŸŸ Attendance Report
ŸŸ Bulletin of other Clubs
ŸŸ Club Classification Roster
ŸŸ GML/RI Newsletter/Rotary News
ŸŸ Bio-data of all members ŸŸ Various Rotary & General articles
ŸŸ District Directory ŸŸ Mailing List
ŸŸ Meeting intimation card ŸŸ Club news clipping file
ŸŸ Correspondence: incoming & outgoing
files To be maintained by Office
ŸŸ Guest attendance card
ŸŸ Secretary Collar/Pin ŸŸ RI Publications
ŸŸ Club Charter/Manual of Procedure ŸŸ Computers, if any
ŸŸ Various committee files
ŸŸ Birthday and Anniversary list of all
ŸŸ MOP
members.
ŸŸ RI Directory, etc.
ŸŸ Media Kit
To be maintained by ŸŸ Club Roster
Treasurer ŸŸ History of the Club / Photographs

ŸŸ Membership updated list


ŸŸ Subscription reminders
ŸŸ Voucher records and books of accounts
of all the year
ŸŸ Club seal
ŸŸ Receipt Book/Cheque Book
ŸŸ Bank Pass Book and FDR if any

ROTARY HANDBOOK | 37
Handover Checklist
At Taking Over

Club Records Finance

ŸŸ Membership Roster ŸŸ Audited Club Accounts


ŸŸ Classification Roster ŸŸ Audited Trust Account
ŸŸ Attendance Record ŸŸ Audited Matching Grant Accounts,
ŸŸ Report of AGM Budget, Income Expenditure Statement
ŸŸ Minute Books (BOD / Club Ass. / etc.
Committee meeting) ŸŸ Bank Pass Book, Cheque Book, Pay-in
ŸŸ Semi Annual Report slips. Receipt Books, Vouchers, Ledgers
(1 January, sent to R.I.) ŸŸ (Club/ Trust Matching Grant Projects)
ŸŸ Flags, Banners
ŸŸ Letter to bank for change of signatories
ŸŸ Audio Visual Cassettes
ŸŸ OCV file sent to District Governor
TRF

Books/Documents ŸŸ TRF payments/acknowledgment


ŸŸ Pending applications for Matching Grant
ŸŸ Trust Deed
ŸŸ Status report on ongoing projects
ŸŸ R.1. Directory
ŸŸ List of PHF / MPHF / Major Donors /
ŸŸ Manual of procedure
Outstanding Members etc.
ŸŸ 80G Certificate

At Installation
ŸŸ Club Charter
ŸŸ Gavel
ŸŸ President’s Collar
ŸŸ Bell
ŸŸ Awards and certificates

38 | ROTARY HANDBOOK
Effective Clubs Club Leadership Plan

Effective Clubs are identified by their ability to:

ŸŸ Sustain and increase their membership


T he Club Leadership Plan (CLP) is the
recommended administrative structure for
Rotary Clubs. It is based on the best practices of
base
Effective Rotary Clubs.
ŸŸ Implement successful service projects in These best practices include:
their community and communities in other
ŸŸ Developing long range goals that address
countries
the elements of an effective club and annual
ŸŸ Support the Rotary Foundation both goals to support them
financially and through program ŸŸ Convening regular club assemblies
participation
ŸŸ Involving all club members in the activities
ŸŸ Develop leaders capable of serving in and fellowship of the club
ŸŸ Maintaining open lines of communications
ŸŸ Ensuring continuity in leadership
ŸŸ Providing regular, consistent training

The Club Leadership Plan can be customized to fit


the needs of each Rotary Club around the world.

What is the Club Leadership


Plan?
The Club Leadership Plan is the recommended
administrative structure for Rotary clubs. It
includes the number of operational processes that
are based on the best practices of Effective Rotary
Clubs around the world over the last 115 years. The
plan emphasizes consensus for decision-making,
continuity of leadership and project management,
and the involvement of all members in service,
fellowship and training.

Why does Rotary need a


club Leadership Plan?
Every year, Rotary leadership changes at all levels.
Rotary leaders are volunteers with many demands
on their time. Having a standard administrative

ROTARY HANDBOOK | 39
structure for Rotary clubs makes it easier for goals that address each avenue of service. The
Rotary club leaders to focus their efforts on service operational needs of the clubs are addressed by
rather than administration. In addition, the Club the five standing committees: Club Administration,
Leadership Plan provides for better succession Club Public Relations, Membership, Service
planning and continuity. Projects, and The Rotary Foundation.

Is the plan mandatory? Does this mean that our


No. The Club Leadership Plan’s goal is to strengthen club board will now have
Rotary clubs by providing time tested practices that
Rotary clubs can adapt to their needs. Every club
five directors, one for each
should consider the plan and adopt those aspects standing committee?
that would improve their club.
Not necessarily. According to the recommended
Rotary bye-laws, club directors are elected to
How will my club transition manage the club and the club committee chairs
from its current structure to are appointed by the President Elect to carry out
the goals of the club. Directors at large are able
the new one? to make objective decisions on committee and
At least six months before the Rotary year, your budget proposals. Club committee chairs focus
club should begin planning how it will transition to on the work of their particular committee. If a
the Club Leadership Plan. The transition could be club chooses to have committee chairs serve as
to completely adopt the new recommended Rotary directors, which may be necessary for smaller
club bye-laws and implement the Club Leadership clubs, these individuals should be elected rather
Plan in it’s entirety, or to adopt these aspects of the than appointed.
plan that would strengthen your club. As Rotary
clubs are autonomous and no two exactly alike, Will the Service
your club must decide what changes are needed
and the appropriate time frame.
Projects Committee be
overwhelmed covering:
What is the role of the Five Club Administration, Public
Avenues of Service under Relation, Membership,
the Club Leadership Plan? Service Projects, The Rotary
Under the Club Leadership Plan, the Avenues of
Foundation?
Service (Club Administration, Public Relations,
Membership, Service Projects and The Rotary Clubs may opt to add sub committees to the
Foundation) remain central to the work of Rotary, Service Projects committee. The Service Projects
ensuring that the clubs service efforts are balanced committee would then oversee the work of the sub
and are working to achieve all aspects of the Object committees, ensuring that no efforts are duplicated,
of Rotary. The Avenues of Service help Rotary while the sub committees would pursue specific
clubs remain focused on the main purpose of project goals.
Rotary, Service Above Self. Clubs should set annual

40 | ROTARY HANDBOOK
What does the Rotary Our club is only two years
Foundation Committee do? old. Why should we adopt
The club Rotary Foundation committee works to the Club Leadership Plan?
ensure that your club participates in the programs All clubs should consider the CLP as it reflects the
of your foundation and provides the funds to best practices of effective Rotary clubs as developed
support these programs. The Rotary Foundation by Rotary during the first 100 years. New clubs
awards millions of dollars in humanitarian, will benefit by the experience of existing Rotary
educational and Polio Plus grants in support of the clubs by implementing the operational processes
Object of Rotary. Your club level committee pursues included in the Club Leadership Plan.
these types of grants to support the service efforts
of your club. What resources are available
How can the Club Leadership to support the Club Plan?
The Club Leadership Plan publication, includes
Plan be adapted to different information of the plans’ policy, implementation
steps with strategies for achieving them, and a
size clubs? recommended time frame for implementation.
Rotary clubs range in size from less than 20 On the RI website, a resource page for the Club
members to more than 200. The Club Leadership Leadership Plan includes RI Board policy, a work
Plan focus on continuity, consensus, and sheet for implementation, the recommended
involving all members would benefit any size Rotary club bye laws, and the planning guide for
Rotary club. Clubs can adapt the recommended effective Rotary clubs, a goal setting tool.
committee structure to meet their needs. Smaller
At the district level, your district governor and the
clubs should start with the basic five committees
assistant governor will help your club implement
and add committees as needed. Larger clubs may
the plan and ensure that the five standing
wish to add committees or create sub committees
committees and the corresponding district
to meet their service goals and to involve all
committees supporting their work and sharing
members.
resources.

ROTARY HANDBOOK | 41
Creating your
Club Leadership Plan

U se this worksheet to start developing a plan


that works for your club. Add strategies to
meet your club’s needs.
ŸŸ Online courses on the Learning Center

ss Club Officers Basics course


ss Membership online course󠄀
Rotary Club of Rotary Year
ŸŸ Our club has a strategic plan that reflects what ŸŸ Presidents-elect training seminar
we want our club to be like in three to five years
ŸŸ Our club has entered its annual goals in
ŸŸ Our club is engaging. We use the following Rotary Club Central
meeting formats:
ŸŸ Our club has a communication plan for
ss Traditional meetings: /month members and for the community:
ss Online meetings: /month ss We use social media tools like Facebook
ss Service meetings: /month ss Our club website is active and current
ss Social events: /month ss Other:      
ss Other:       ss Other:      
ss Other:       ss Other:      
ŸŸ Our club ensures continuity: ŸŸ Our club’s bylaws are current and reflect our
ss Members prepare for leadership positions
structure and practices

ss Past, present, and future leaders participate ŸŸ Our club has strategies for keeping all
in making decisions members active in the club:

ŸŸ Our club has fun social activities planned for ss Members are involved in projects
the year: ss New members are assigned mentors
ss Networking and socializing events ŸŸ Our club has committees that support our
ss Events that welcome families needs:
ss Administration
ŸŸ Our club has a comprehensive training plan
that includes: ss Membership
ss Public relations
ss District conference
ss Rotary Foundation
ss District membership seminar
ss Service
ss District public image seminar
ss Other:      
ss District Rotary Foundation seminar
ss Other:      
ss New member orientation
ŸŸ Other:      

42 | ROTARY HANDBOOK
Rotary Club Committee Structure

T he Rotary club committee structure is based on


the Rotary club by-laws. Club committees are
charged with carrying out the long-range goals of
What you do
A club committee chair:
the club. Club committee chairs report all the club
activities to the club’s board. The standing club ŸŸ Oversees committee functions
committees to be appointed are: ŸŸ Convenes regular committee meetings
and activities
ŸŸ Club Administration – This committee
should conduct activities associated with ŸŸ Supervises and coordinates the
the effective operation of the club. committee’s work
ŸŸ Reports activities to club board
ŸŸ Club Public Relations – This committee
should develop and implement plans to
provide the public with information about How to prepare
Rotary and to promote the club’s service
projects and activities. ŸŸ Take online courses for your committee
ŸŸ Membership – This committee should in the Learning Center:
develop and implement a comprehensive ss Administration
plan for the recruitment and retention of ss Membership
members. ss Public image
ŸŸ The Rotary Foundation – This committee ss Service projects
should develop and implement plans to ss Foundation
support The Rotary Foundation through ŸŸ Attend district training assembly
both financial contributions and program ŸŸ Work with outgoing committee chairs
participation.
ŸŸ Service Projects – This committee should Resources & reference
develop and implement educational,
humanitarian and vocational projects that ŸŸ Take a course in the Learning Center
address the needs of its community and ŸŸ Club committee structure
communities in other countries.

As a club committee member you help make your


Rotary support
club a successful, thriving, and fun place. Whether ŸŸ Outgoing committee chairs and members
you have been appointed as a committee chair or ŸŸ Assistant governor
serve as a committee member, you can help your
ŸŸ District committees
club improve your communities and develop
leaders. ŸŸ Regional coordinators

ROTARY HANDBOOK | 43
Sample Club Committee Structure

R otary recommends five club committees. Clubs can add, eliminate, or combine committees or
subcommittees according to their interests, activities, and number of members. Assistant governors
or district governors can help club leaders determine suitable subcommittees.

OPTION 1: Standard Rotary Club Committees


COMMITTEES

Club Public Service Rotary


Membership
administration image projects Foundation

• Club program • Attraction • Media • International • Polio


POSSIBLE SUBCOMMITTEES

• Member com- • Engagement relations • Community • Fundraising


munications • New member • Advertising • Vocational (for grants)
• Website orientation and marketing • Youth service • Grants
• Social events • Diversity • Web and • Fundraising
social media (for club
projects)

OPTION 2: Small Rotary Club Committees


COMMITTEES

Club Public Service Rotary


Membership
administration image projects Foundation

44 | ROTARY HANDBOOK
OPTION 3: Large Rotary Club Committees
OMMITTEES

Club Public Service Rotary


Membership
administration image projects Foundation

• Club program • Attraction • Media • International • Polio


POSSIBLE SUBCOMMITTEES

• Club commu- • Engagement relations • Community • Fundraising


nications • New member • Advertising • Vocational (for grants)
• Website orientation and marketing • Youth service • Grants
• Social events • Diversity • Web and • Fundraising • Annual giving
• New clubs social media (for club • Major giving
• Membership projects) • Stewardship
leads
• Assessment

ROTARY HANDBOOK | 45
Rotary's Strategic Priorities and Objectives

Increase Our Impact

ŸŸ Eradicate polio and leverage the legacy


ŸŸ Focus our programs and offerings
ŸŸ Improve our ability to achieve and measure impact

Expand Our Reach

ŸŸ Grow and diversify our membership and participation


ŸŸ Create new channels into Rotary
ŸŸ Increase Rotary`s openness and appeal
ŸŸ Build awareness of our impact and brand

Enhance Participant Engagement

ŸŸ Support clubs to better engage their members


ŸŸ Develop a participant centered approach to deliver value
ŸŸ Offer new opportunities for personal and professional connection
ŸŸ Provide leadership development and skills training

Increase Our Ability to Adapt

ŸŸ Build a culture of research, innovation, and willingness to take risks


ŸŸ Streamline governance, structure and processes
ŸŸ Review governance to foster more diverse perspectives in decision-making

46 | ROTARY HANDBOOK
Strategic Planning Process Overview

PHASE 2 - PHASE 3 - PHASE 4 -


PHASE 1 - MAKE A PLAN: HOW
DEVELOP A VISION: TRACK PROGRESS:
DETERMINE YOUR CAN WE ACHIEVE
WHAT DO WE WANT HOW CLOSE
STATUS: HOW IS OUR OUR VISION?
OUR CLUB TO BE ARE WE TO OUR
CLUB DOING NOW?
LIKE? GOALS?

ŸŸ Identify strategic ŸŸ List five to seven ŸŸ Set strategic ŸŸ Monitor progress


issues to address characteristics you priorities toward your
want your club to annual goals
ŸŸ Determine club’s have ŸŸ Set annual goals
strengths and ŸŸ If you missed your
weaknesses ŸŸ Create a vision ŸŸ List the activities, targets, determine
statement timeline and why
ŸŸ Assess member resources you’ll
satisfaction and need ŸŸ Adjust your action
needs plans
ŸŸ Identify
opportunities and
challenges in the
community

REFER TO WORKBOOK: STRATEGIC PLANNING GUIDE on www.rotary.rog

ROTARY HANDBOOK | 47
Meet Our Vibrant Rotary Club : A Case
Study

T he Rotary Club of Mirzapur, Uttar Pradesh,


India, is one of the oldest clubs in the region.
Our club wanted to do things differently to meet
and made it possible for 100 patients to receive
cataract operations.

We improved our public image.


our members’ high expectations and keep them
engaged. We wanted to take advantage of Rotary’s By conducting more youth-related projects,
new flexibility to ensure maximum participation we developed a deeper relationship with our
and engagement. Before implementing these community. Our club was already running a
changes, club leaders met with each member to computer training institute that offers 200
make sure everyone was on board with our plan. students free tuition each year. This year, we
Our club’s strategic plan took two years to realize. sponsored two events that gave young people the
Under the leadership of our club president and chance to showcase their talent and participate in
district governor, we were able to give our club a sports and singing competition. Using social media,
fresh new look we successfully promoted these two events, which
energized the whole community and increased
How We Did It public interest in Rotary.

We replaced traditional meetings with Because of these changes, we increased our


interactive theme meetings. fundraising at our meetings and events.
Enthused
by the activity and media coverage, the
To make our meetings more interesting, we rotate
district administration has not only endorsed
to different locations and involve our families and
spouses in organizing these events. Some theme Rotary projects, but is partnering in the artificial
nights feature a blockbuster movie related to a limb camp.
Rotary cause that families and friends are then Our advice to club leaders: If you want to do things
invited to discuss.
These meetings also double as differently, start your long-term planning well
fundraisers for the Foundation and community before your tenure. It is also helpful to work closely
service projects. with the district to realize your goals.
We engaged members in service START YOUR CLUB ON A PATH TO
projects. VIBRANCY
We wanted to engage our members by counting Vibrant clubs engage their members, conduct
participation in community service projects like meaningful projects, and try new ideas. List the
health camps as meeting attendance. This made it
new ideas your club wants to try, and create a plan
easy to get our members involved in meaningful
to increase community interest and attract more
projects, which renewed the energy and enthusiasm
members.
levels at our club. As a result, we organized two
medical camps with a global grant that funded As you develop your plan, use these tips and ideas,
callipers and artificial limbs for a thousand people and let your club evolve.

48 | ROTARY HANDBOOK
Decide what you’d like your club to be Decide on your annual goals, and enter
like in three to five years. them into Rotary Club Central.
ŸŸ Plan an annual visioning session, and use Ÿ Ÿ Focus on something your club is good
the Rotary Club Health Check to identify at, and make it something your club is
your club’s strengths and areas that need great at. 

improvement. 
 ŸŸ Update committees once a month on your
ŸŸ Use the Strategic Planning Guide to set goal progress. 

long-term goals.
Communicate openly in your club. 

Hold club meetings that keep 
 members
engaged and informed. 
 ŸŸ Share information at club meetings, on
your club website, and through social
ŸŸ Conduct the Member Satisfaction Survey
media, and check regularly to see how
to find out what your members like and
members are feeling. 

don’t like about your club, and create a
ŸŸ Use the templates and resources in the
plan for implementing changes. 

Rotary Brand Center to create your club
ŸŸ Vary your meeting format to include a
brochures and newsletters.
mix of traditional and online meetings,
service projects, and social gatherings. 
 Adapt your club’s bylaws to reflect the
Prepare members for future roles to way the club works. 

smooth leadership transitions. ŸŸ Involve your members when you review
ŸŸ Ensure continuity by making appointments your club’s bylaws every year. 

for multiple years, having a current, ŸŸ Edit the Recommended Rotary Club
incoming, and past chair on
each Bylaws template to reflect new practices
committee. 
 and procedures. 

ŸŸ Conduct on-the-job training for incoming
club officers, and have job descriptions for Make sure all members are involved in
each officer. 
 activities that genuinely interest them. 

ŸŸ Conduct a member-interest survey, and
Develop strong relationships within
use the results to plan projects, activities,
your club. 

and engaging meetings. 

ŸŸ Find suggestions in Introducing New ŸŸ Get new members involved early by
Members to Rotary. learning their interests and giving them a
ŸŸ Sit with different people at each meeting. 
 role in the club. 

Coach new and continuing members in
Create practical committees for your
leading. 

club. 

ŸŸ Appoint a club training committee to
ŸŸ Small clubs: Consider how you can combine
oversee training for members. 

the work of committees. 

ŸŸ Use the Leadership in Action guide on
ŸŸ Large clubs: Create additional committees
starting a program to develop members’
to get all members involved. 

leadership skills. 


ROTARY HANDBOOK | 49
Rotary Protocol & Decorum

E very Rotary Club has to organize number of


functions and meetings. There is a certain
protocol to be observed for sitting arrangement on
by addressing ‘fellow Rotarians & guests’. This
will save time.

6. If the Mayor or the first citizen of the town is


the stage and recognizing the dignitaries. A proper
present in a meeting he should be invited to the
observance of protocol enhances the prestige of
dais and should be recognized first.
the Club and also brings decorum.
Following are the hints on the protocol: 7. In any Rotary meeting, if the serving Governor is
present as the chief guest, he should speak last.
1. All Rotary Club meetings should be presided
After the speech of the Governor there should
over by the President of the Club. The meeting
not be any further speeches. The only item
should be called to order by the President only
after his speech should be acknowledgment,
(not even by the master of ceremonies in case
announcements & Vote of Thanks.
of a public meeting).
8 During the official visit of the District Governor
2. All Rotary district meetings will be presided
to the Club, there should be no other Chief
over by the serving District Governor and he
Guest/Guest of Honor, Governor being the only
will call the meeting to order.
one.
3. The protocol to be observed in order of
9. Care should be taken to ensure that the
precedence of greeting is; District Governor,
standards and values of Rotary are not diluted
District Governor Elect, Past District Governors
or compromised at meetings. As a service
(Seniority wise}, District Governor Nominee,
organization, austerity in our conduct and
District Officers, Serving President, President
sincerity of purpose should be in tune with our
Elect, Past President and so on.
social roles.
4. The General rule is current position takes
10. The function of Master of Ceremonies should
precedence over past positions; past position
be limited to announce the comments on the
takes precedence over future position.
speeches and not assure anything on behalf
Accompanying spouses will have the same
of the club. This is only the prerogative of the
rank.
presiding officer. The presiding officers should
5. Once the protocol is observed in a meeting not devaluate themselves by allowing Master
initially, the subsequent speakers need not of Ceremonies to take over the proceedings
repeat the protocol, but get down to business and themselves observing a secondary role.

50 | ROTARY HANDBOOK
Guidelines for the use of Electronic
Communications

In Rotary International permission; expecting mailing lists specifically


established for RI Directors, Trustees, and Officers
[Adopted by the Board of Directors of Rotary (including, but not limited to District Governors,
International in Decision #166, in November 2000] District Governors Elect, District Governors
Electronic communication is fast becoming the Nominee), as well as RI Committee members, RI
preferred method of communication in our Rotary Task Force Chairmen and Coordinators, DICOs,
world. These Guidelines have been developed to CICOs, and Club President. By virtue of having
promote the efficient and effective use of electronic accepted the duties and responsibilities of their
communication. positions, Rotarians included in the “exception”
list shall be presumed to have given permission to
Use and Privacy of Email receive Email pertaining to their positions.

Addresses Whenever possible, one to one Emails are


encouraged. When essential for efficiency, Emailing
Rotary leaders and Rotarians interested in to a select group of Rotarians directly involved in a
future leadership positions at any level of Rotary particular task or interested in a particular subject
are strongly encouraged to both have Email is acceptable. Copying Rotarians who may not
addresses and use of the Internet. (See RI Board need to receive the Email is discouraged, to help
recommendation November 1999). When a minimize the quantity of Email received.
Rotarian submits their Email address to the club,
district or Rotary International, the Rotarian Broadcast Email is discouraged except where essential
thereby acknowledges and agrees that Rotary for efficiency of effectiveness. Rotarians are cautioned
may use the Email address for purposes of Rotary to avoid frequent use of this method. Broadcast Email
communication at that level. Rotarians who accept should not be used outside your assigned area of
leadership positions acknowledge and accept responsibility in another assigned area without first
that Email addresses will be used for Rotary obtaining permission from the Rotarian responsible.
communication as appropriate at all levels of Broadcasting or copying numbers of other leaders on
Rotary International. Emails is also discouraged.

No one should freely distribute Email


Email Form
addresses without the owner`s consent.
Subject line identification can be useful and
Similarly, forwarding of Email should not be
done without first obtaining permission of the efficient in identifying Rotary Email. “Rotary”
initiating author. should be used in the subject line.

All Rotary Email should contain a signature block


Group and Broadcast Email that includes the name of the person sending
No Rotarian should be added to any “e-groups” or the Email and the sender`s title or committee
other type of bulk mailing list without that person`s designation (if any).

ROTARY HANDBOOK | 51
Replies should be placed at the top of a message for For logistical reasons, The RI President cannot
easy reference. respond to all Email. Rotarians are encouraged to:

All policies and procedures contained in the Rotary ŸŸ First communicate on issues with their
International Manual of Procedure pertaining Governor or, if appropriate, Task Force
to circularization shall be applicable to all Email Coordinators.
communication. ŸŸ Consider communicating with Secretariat
staff listed in the Rotarian Magazine.
Brevity ŸŸ The database of Email addresses for this
communication chain is both stored by and
Brevity in all Emails is encouraged. Wherever
managed by the Secretariat. Security of
possible, “ copy and paste” content into the body
this information is important, and requests
of the Email message, rather than add attachments.
for access to this information by others
When attachments must be used, employ some file
will require the approval of The President
form generally used by everyone, such as Adobe
or the General Secretary. It is envisioned
Acrobat file form or rich text format.
that The President would give permission
for the Webmaster to have access to the
Communication Chains, Email addresses of the Governors and Club
Database Security and Presidents to carry out his instructions
on Emails. And it is envisioned that
Management : the General Secretary might give such
The President, the District Governor, approval to a staff person for a particular
the Club President communication purpose. The Secretariat
and/or the Webmaster will execute this
The communication chain between these three
communication.
offices is considered special and reserved. In this
key communication chain, organizational structure ŸŸ Other key Rotary Leaders: Task Force
is to be respected: The President should always Appointees, DICO, DTFC, DMDC, CICO
copy the District Governor on communications via ŸŸ This communication chain is essential
Email with the Club Presidents. The Club President to the successful operation of the Task
should always copy the Governor should they Forces and of Rotary Administration. This
communicate with the President. Others are not database will be stored at the Secretariat
expected to use this communication chain as an and managed by the Secretariat, but will be
email communication path. available to the Chairs of the Task Forces,
and other Key Rotary Leaders as approved
The President will communicate via Email with by The President or the General Secretary.
District Governors and club Presidents bi-monthly At this time, it is envisioned that such Email
using an Action Team Update. Only under special activity will be done outside the Rotary
circumstances, which, in the judgment of The based Email system.
President use broadcast Email to these groups
more frequently. These same general guidelines Incoming District Governors, Incoming
are commended to the District Governor in Club Presidents
communicating to the District. ŸŸ This communication chain is essential to
community and to the President elect`s

52 | ROTARY HANDBOOK
planning. This data base will be stored Rotarians included in the “exception”
at the Secretariat and managed by the list in Guideline #3 shall be presumed to
Secretariat, but will be available to the have given permission to receive Email
President elect, and other Key Rotary pertaining to their positions.
Leaders as approved by The President
5. There should be no presumption of delivery
elect or the General Secretary.
of Email, unless the Email is acknowledged
ŸŸ Update and distribution of Database
by the recipient.
ŸŸ When approved, MIS will provide update
Email addresses in electronic format as an 6. E-groups and other bulk mailing lists shall
Excel spreadsheet, on a routine and regular not be used for expressing political views
basis during the first week of each month. or for the distribution of “spam,” such as
jokes and the like.
ŸŸ Additional of Key Positions to the www.
rotary.org Registration system 7. All policies and procedures contained
ŸŸ The General Secretary will review and in the Rotary International Manual of
approve all additions of Key Positions to Procedure pertaining to circularization
the Registration system. shall be applicable to all Email
communication.
Email Guidelines for 8. E-mail lists shall not be published in
Rotarians any form that is available to the public.
1. Email pertaining to Rotary should contain Websites containing mailing lists or
“Rotary” in the subject line. individual e-mail addresses (other than
the e-mail addresses of the webmasters)
2. All Rotary Email should contain a signature should be password protected. Such
block that includes the name of the person passwords should not be distributed to
sending the Email and the sender`s title or non-Rotarians.
committee designation (if any).
9. All users of e-mail should be encouraged
3. No Rotarian should be added to an to maintain an up-to-date version of virus-
“e-groups” or other type of bulk mailing checking software on their computers.
list without that person`s permission;
excepting mailing lists specifically 10. Whenever possible, attachments to
established for RI Directors, Trustees, e-mails should be avoided. Copy and paste
and Officers (including, but not limited information into the body of the email. If
to District Governors, District Governors an attachment is absolutely necessary, the
elect, District Governors Nominee), as well attachment should be scanned to ensure
as RI Committee members, RI Task Force that it is virus free before it is sent.
Chairmen and Coordinators, DICO`s, CICO`s 11. Brevity in email messaged is encouraged.
and Club President. No Forwarding of email without consent.
4. By virtue of having accepted the duties Copying large numbers of Rotarians is
and responsibilities of their positions, discouraged.

ROTARY HANDBOOK | 53
Rotary Calendar

August 2020
Membership and New Club Development Month

September 2020
Basic Education and Literacy Month

October 2020
Economic and Community Development Month
24 October — World Polio Day

November 2020
Rotary Foundation Month
2-8 World Interact Week

December 2020
Disease Prevention and Treatment Month

January 2021
Vocational Service Month

February 2021
Peace and Conflict Prevention/Resolution Month
7-11 February — International Assembly, Orlando, Florida, USA
23 February — Rotary’s Anniversary

March 2021
Water and Sanitation Month
8-14 March — World Rotaract Week

April 2021
Maternal and Child Health Month

May 2021
Youth Service Month

June 2021
Rotary Fellowships Month
12-16 June — Rotary International Convention, Taipei, Taiwan

54 | ROTARY HANDBOOK
Weekly Meeting Guide

Given below is a formal weekly meeting guide for clubs. President and Secretary must ensure that this is
followed.

Meeting No. ___________________________ Date: ________________________

Name of Program: ____________________________________________________________________________________________

Name of Speaker Mr. / Mrs. __________________________________________________________________________________

Topic : _________________________________________________________________________________________________________

AGENDA
1. Meeting called to order 9. Rotary information
2. National Anthem 10. Announcement by Secretary / Members
3. Object of Rotary 11. Introduction of the Chief Guest / speaker
4. Recitation of Four Way test 12. Speech by Speaker (20 minutes)
5. Welcome address by the Club President 13. Presentation of the Memento to the Speaker
6. Welcome to visiting Rotarians 14. Vote of Thanks
7. Members to introduce their guests 15. Sgt at arms Announcement
8. Birthday Greetings /Wedding day Greetings 16. Adjournment
to Rotarians

Important Notes
ŸŸ The President must call the meeting to order and adjourn.
ŸŸ Person introducing or giving Vote of Thanks should be pre-decided.
ŸŸ Restrict Rotary matters to 25 minutes.
ŸŸ Maintain protocol in welcoming.
ŸŸ Crisp agenda. Type written and clipped order. No shuffling of papers.
ŸŸ Club banner with R.I. Theme must be prominently placed.
ŸŸ Benediction is as per club’s traditions.
ŸŸ Display of 4 Way Test is recommended.

ROTARY HANDBOOK | 55
Formal Invitation to Speaker

(On the club letterhead)

Date

Dear Mr(s) ______________

Further to our telephone/E-mail communication the undersigned had with you, we thank you for accepting
our request for being a guest speaker at the Regular Meeting of our Club on ___________________________ day),
__________________________ date) at __________________________ (time) at _______________________________________
(venue with complete address) on the topic ________________________________________________

We shall be happy to make appropriate pick-up and drop arrangements from/to your office/residence.

Our current membership strength is around __________________________ members; and in our midst, we have
entrepreneurs, professionals and businessmen in varied vocations.

The meeting will start at ………. pm and will last for one hour. The first and last ten minutes are devoted to
Rotary and Club matters. After your introduction, you would have 20 minutes for your topic, which will
then be followed by Questions & Answers. . the meeting will be preceded/followed by high tea/dinner.

Please let us know if you require audio visual aids (slide projector, laptop, OHP, LCD projector ) so that we
can arrange for the same.

Kindly confirm your acceptance either by phone or email. We would appreciate if you can email or
whatsapp your brief bio-data, for appropriate introductions at the meeting.

Our contact person is Rtn__________________________ and his mobile number is __________________________ his is
Email ID is __________________________

Looking forward to meeting you in person.

Yours in Rotary,

__________________________

Rtn ________________
Chairman, Program Committee I President I Secretary

56 | ROTARY HANDBOOK
Letter of Thanks to the Speaker

(On Club letterhead)


(Alternatively, a Thank You card could be pre-printed by the club)

Date

Dear Mr (s) _____________________

On behalf of the Rotary Club of __________________________ kindly accept our sincere thanks for addressing
our members as a guest speaker on __________________________ on the topic _____________________________________ .

Your depth of knowledge of the subject, your art of communication and oratory has impressed, captivated
and enriched our members.

Enclosed herewith is a photograph of the occasion as a memory of the evening for your personal archives.

Yours in Rotary,

__________________________

Rtn _______________
Chairman, Program Committee / President / Secretary

ROTARY HANDBOOK | 57
Online Club Meetings

M eeting online may be right for your club if members have busy schedules,
limited mobility, or live in an area without a Rotary club. Clubs that meet
online often arrange to meet in person for service projects, social activities,
or Rotary events, like the Rotary convention or district conferences.

How to hold an online meeting


Webinars, videoconferencing, message boards, instant messaging, and tools
like Skype and Google Hangouts can help you hold an online meeting. For
example, a club member might post content on a message board for other
members to respond to throughout the week.

To get started, your club will need:

A dedicated website
ŸŸ Members who are responsible for updating the website
ŸŸ An online platform for hosting meetings
ŸŸ Private sections of the website that only members can access to
protect their personal data
ŸŸ Online financial transaction systems that allow members to pay
dues, donate, or process payments
ŸŸ The capability to let visiting Rotarians attend your virtual meeting

Clubs are responsible for costs associated with purchasing a URL and hosting
their site on the internet.

58 | ROTARY HANDBOOK
Suggested Agenda of Board of Directors’
Meeting

(Notice of Agenda and Minutes of Previous BOD Meeting to be circulated in advance.)

ŸŸ Meeting called to order by the President


ŸŸ Welcome - members & special invitees
ŸŸ Leave of Absence
ŸŸ Approval of minutes of previous meeting
ŸŸ Action taken on previous decisions
ŸŸ Events – Club/District/RI (news, decisions, actions etc.)
ŸŸ Passing of statutory resolutions
ŸŸ Financial Reports of projects completed
ŸŸ Approval of forthcoming Projects and Budget
ŸŸ Any other matter with the permission of the chair
ŸŸ Thanks to the host (if applicable)
ŸŸ Adjournment

All the details are to be minuted properly and maintained in a continual register, which needs to be handed
over to subsequent BOD signed by President and Secretary. This ensures easy retrieval of decisions in case of
any controversy in future.

Many Clubs have a hosted dinner following a BOD meeting.

Make it a practice to invite 2 to 3 regular members of your clubs as special invitees to the BOD. It will give them
an insight to the functioning of the club and motivate them to join the club leadership.

ROTARY HANDBOOK | 59
Club Assembly

T he Club Assembly is a meeting of all club members including the Club’s Officers, Directors, and
Committee Chairs of all Avenues of Service, held for the purpose of conferring on the program and
activities of the Club. All records mentioned above are to be presented at the Club Assembly.
The Club Admin Committee is responsible for the planning of the agenda for Assemblies under the
direction of the Club President and may want to be consulted regarding suggested time line and list of
purposes.

Club assemblies offer an opportunity to exchange ideas and share information about issues that are
important to your members. Most clubs hold four to six assemblies per year.

The President or another designated club officer should lead club assemblies. Encourage all members
to attend, but especially new members. Seek out member input to make sure the meetings address their
interests and concerns. See the chart below for suggested timeframes and topics for club assemblies.

TIMING PURPOSE

Immediately after the district training To share plans developed at the


assembly (before 1 July) district assembly

President Elect presides

After 1 July To discuss goals for the year

Two weeks before the district To prepare for the visit

Governor’s visit

During the governor’s visit To discuss the club’s status with the governor

Midpoint of year (January/February) To review progress toward club goals and overall
member satisfaction, and determine the plan for
the rest of the year, including any needed changes

April or May To provide an opportunity for open discussion


(ideas for bringing club projects and activities to
completion)

60 | ROTARY HANDBOOK
Ideal Installation Meeting (Suggested)
1. Meeting called to order (by outgoing president)
2. National Anthem (always with lead singer or play CD for lead) 02 min
3. Welcome/ Lighting of ceremonial lamp 05 min
4. Invocation Music/Benediction 03 min
5. Outgoing President’s address 05 min
6. Outgoing Secretary’s report 07 min
7. Introduction of President Elect 03 min
8. President Elect’s Installation- Change of Collars 03 min
9. Introduction & installation of BOD 10 min
10. Introduction & Induction of new members 10 min
11. President Elect’s address 05 min
12. AG’s Address – if so desired 03 min
13. Introduction of Chief Guest 03 min
14. Chief Guest’s address 20 min
15. Secretaries Announcements: BD / WA / Generalities 05 min
16. Vote of Thanks 03 min
17. Felicitations (by Visiting Clubs) – if it is the practice (1mt each)
18. Sgt-at-Arm’s Announcements 02 min

NOTES:
i. Punctuality is of essence.
ii. Ideally the meeting should end within 90 minutes.
iii. Welcome guests strictly in the beginning and the end (and not in between).
iv. Only the President needs to address the dignitaries by name – other speakers start without a
formal address.
v. The Chief Guest should be pre-informed that the time allotted for his address is 20 minutes.
vi. Maintain protocol in welcoming.
vii. Have a crisp agenda – preferably, type-written or printed.
viii. Introductions - simple, preferably less flowery, 3 minutes only.
ix. Secretary should mention only highlights in his report and not read word to word from the
printed and circulated report.
x. Concerned Rotarian should be in proper place at proper time.
xi. Agenda should be adhered to.
xii. For VIP Guests and Press, seats should be reserved.
xiii. A Press Release should be made in advance and given to the media.

ROTARY HANDBOOK | 61
Oath at Club DG’s Official Visit
Installation Checklist

Oath at Club Installation –


For Club President
I t is customary for the District Governor to
officially visit all the Clubs in the District, once in
the year. As an Officer of Rotary International in the
District, he observes the working of the club, both
I, Rtn ………………………. do solemnly swear internally and externally and advises and guides
that I shall faithfully discharge the duties as the Club.
President of the Rotary Club of ………………..........
It is advised that Day’s itinerary and the Agenda for
to the best of my ability and satisfaction of my
the public function is mailed to the DG’s office in
members, the District Governor and Rotary
advance.
International President, and uphold and
enforce the constitution and by-laws of Rotary During the Official Club Visit, he has to complete
International and this club at all times, so help following minimum programs:
me God.
ŸŸ Meeting with the Club President. It is mandatory
for the Secretary and the President Elect to be
present. It is recommended that the assigned
Oath at Club Installation -
Assistant Governor should also attend.
for Club Officers ŸŸ Conducting Club Assembly with all the Directors
and Committees Chairmen. Members of the
I, _______________, promise that I shall support
club may be present during club assembly.
the President of the club and faithfully
discharge the duties to the best of my ability and ŸŸ DG must attend a public function on the
shall uphold and follow the constitution and by- occasion of his Official Club Visit and address
laws of this Club at all times, so help me God. the invited gathering. Members of the club
must be present during this public function.

Guidelines
Meeting with the Club President,
Secretary and President Elect
The following documents must be presented for
inspection to the District Governor:

ŸŸ Club Charter
ŸŸ Club locality details
ŸŸ Audited Accounts of the previous year
ŸŸ Club Constitution and amended Bye-laws
ŸŸ Updated Classification Roster with membership

62 | ROTARY HANDBOOK
List (including honorary members, if any); ŸŸ Plans and Objectives of each committee
with addresses and telephone numbers of all
ŸŸ Budget and expenses account of each
members
committee
ŸŸ List of Club Committees and Subcommittees
ŸŸ Report of project and activities undertaken in
ŸŸ Proposed club budget for the Rotary year
the current Rotary year.
ŸŸ Copies of the last Semi-Annual dues sent to
Rotary International and remittance to Rotary
Public Function
Samachar / News.
ŸŸ List of MD, PHF, RFSM and AKF – also make a ŸŸ Agenda of the meeting with copies to District
list showing the TRF remittance for the year Governor, Asst. Governor and Governor’s
and the commitments in hand. Aides.
ŸŸ Board of Directors Meeting Minutes Book ŸŸ Address by the DG should be last on the agenda,
ŸŸ Attendance Register to be followed only by the Vote of Thanks.
ŸŸ Plans and Objectives for the year ŸŸ During the DG’s official club visit, in the pubic
ŸŸ Report and Data of ongoing projects, if any function, there should be no other guest
ŸŸ Manual of Procedure and R.I. Directory speaker.
ŸŸ President’s Workbook and Secretary’s ŸŸ List of important guests and invitees and
Workbook honorary members present should be shared
ŸŸ Copies of the Club Bulletin printed during the with the District Governor.
year ŸŸ Display Club Flag, Banner, R.I. Theme for the
ŸŸ Important Files, Registers etc. of the club year and the Four Way Test.

Note: The District Governor may request additional


Club Assembly
items or issue specific instructions. Also, the
ŸŸ List of Committees with names of the Directors, presence of Assistant Governor & Governor’s Aides
Chairman and members of various committees of the Club is advisable in all the programs.

ROTARY HANDBOOK | 63
District Governor’s District Governor’s
Official Club Visit Official Club Visit

Itinerary for the Day Agenda for the Official


Public Function
Closed Door Meeting with current President, Meeting Called to Order 1 minute
President Elect & Secretary - over Breakfast
National Anthem 2 minutes

Project Site Visit Benediction 3 minutes


President’s Report – of the Day’s
Club Assembly with BOD & Committee Chairs – activities and
Over Lunch Highlights of the year 7 minutes
Introduction & Induction of New 7 minutes
Meeting with Partners in Service: Rotaract Member
Recognition of Donors of the 3 minutes
Meeting with Partners in Service: Interact current year
Secretary’s Announcements 5 minutes
Meeting with Partners in Service: RCC Assistant Governor’ Address 3 minutes
Introduction of District Governor 3 minutes
Press Meet DGs keynote address 20 minutes
Mementos 1 minutes
One to One Meeting with prospective Major
Donors or Foundation Contributors Vote of Thanks 3 minutes
Sgt At Arm’s Report 2 minutes
Public Function – normally followed by Dinner

Kindly Note
ŸŸ There should not be any other guests of honor.
DG is the Chief Guest.
ŸŸ DG Introduction- should be simple and up to
the point. No flowery language please.
ŸŸ Schedule to be followed strictly.
ŸŸ An appointment of DG with city’s head such
as DM/ADM/ Mayor / Minister / MLA etc. is
strongly recommended.
ŸŸ Vote of Thanks should be brief.
ŸŸ Give the DG enough time to socialize with the
Rotarians.

64 | ROTARY HANDBOOK
Rotary Event I Project Checklist

Minutes
ŸŸ Cleaning Charges
Day, Date & Time
ŸŸ Capacity
Purpose (of the Project/Event) ŸŸ Decorator or Event Management Cost
ŸŸ Catering Cost
ŸŸ Description ŸŸ Stage / Dais Layout
ŸŸ Community Needs ŸŸ Parking
ŸŸ Other NGOs involved ŸŸ Clean Toilets
ŸŸ Fund Raising Goal ŸŸ Timing - Restrictions

The Team Site Logistics

ŸŸ Event / Project Convenor ŸŸ Tables & Covers


ŸŸ Contact Person ŸŸ Chairs & Covers
ŸŸ Chief Guest & his/her biodata ŸŸ Backdrop
ŸŸ Speakers & their biodata ŸŸ Banner with Frames / Standees/Podium

ŸŸ Vendors ŸŸ Laptop & Projector/UPS


ŸŸ Power Point Pen drives
ŸŸ Transport
ŸŸ Sound System – to check microphone
ŸŸ Tech Support
quality
ŸŸ Advisory to Other Rotary Clubs ŸŸ Registration Desk (with Registration
ŸŸ Photographer/Videographer List)
ŸŸ Press Reporters
ŸŸ Other Local Contacts Not to Forget

Venue ŸŸ Agenda
ŸŸ Lamp, Candle, Match Box, Tray
ŸŸ Rent ŸŸ Flowers
ŸŸ Taxes ŸŸ Bouquets, Mementos/Gifts, Tray
ŸŸ Rooms - Allotment ŸŸ Pen, Pencils, Stapler, Cello-Tapes
ŸŸ Security Deposits ŸŸ Writing Pads
ŸŸ Electricity-Fee (If applicable) ŸŸ Citations

ROTARY HANDBOOK | 65
Menu Finances

ŸŸ Breakfast, Lunch, High Tea, Snacks, ŸŸ Registration Fee - Single / Couple


Dinner ŸŸ Vouchers
ŸŸ Food Coupons ŸŸ Petty Cash
ŸŸ Minimum Guarantees ŸŸ Cheque Book & Credit / Debit Cards
ŸŸ Receipt Book
House of Friendship ŸŸ Sponsors
(If Applicable) ŸŸ Budget

ŸŸ Breakfast, Lunch, High Tea, Snacks,


Dinner Personalize
ŸŸ Food Coupons
ŸŸ Invites
ŸŸ Minimum Guarantees
ŸŸ Guest List
ŸŸ Spirits
ŸŸ VIP List
ŸŸ Cork Charge
ŸŸ Rotarians List
ŸŸ Glass & Ice
ŸŸ Circulars
ŸŸ Dry Starters
ŸŸ E-mails & Press Release
ŸŸ Starters (by Caterer)
ŸŸ Reporting
ŸŸ Soda
ŸŸ Thanks Letters / Cards
ŸŸ Soft Drinks

Entertainment

ŸŸ Program Flow
ŸŸ Host
ŸŸ Program-Team
ŸŸ Time – Maximum
ŸŸ Lights, LED Screen, Sound

66 | ROTARY HANDBOOK
52 Ideas for 52 weeks

Each week is Monday to Sunday


JULY LITERACY MONTH
July 1 World Architect Day
WEEK 1 June 29 to July 5, 2020 July 1 Doctor’s Day
July 1 Chartered Accountant’s Day

July 9 Students Day


WEEK 2 July 6 to 12, 2020
July 11 World Population Day

WEEK 3 July 13 to July 19, 2020 July 15 World Youth Skills Day

WEEK 4 July 20 to July 26, 2020 July 26 National Anti Drug Day

AUGUST MEMBERSHIP & NEW CLUB DEVELOPMENT MONTH


July 28 World Hepatitis Day
July 31 Premchand Jayanti
WEEK 5 July 27 to Aug 2, 2020
July 31 Bakra-eid
August 2 Friendship Day

WEEK 6 August 3 to August 9, 2020 August 3 Raksha Bandhan

August 11 Janamashtmi
WEEK 7 August 10 to August 16, 2020 August 12 International Youth Day
August 15 Independence Day

August 19 National Photography Day


August 19 World Humanitarian Day
WEEK 8 August 17 to August 23, 2020
August 19 Raksha Bandhan Day
August 22 Ganesh Chaturthi

WEEK 9 August 23 to August 30, 2020 August 29 Muharram

ROTARY HANDBOOK | 67
SEPTEMBER BASIC EDUCATION & LITERACY MONTH
September 5 Teachers Day
WEEK 10 August 31 to September 6, 2020 September 5 International Day of Charity
September 1 - 7 Nutrition Week

September 8 International Literacy Day


September 7 to September 13,
WEEK 11 September 10 World Suicide Prevention Day
2020
September 11 World Brotherhood Day

September 14 to September 20, September 15 Engineer’s Day


WEEK 12
2020 September 17 Anant Chaudas

September 21 International Day of Peace


September 21 to September 27, September 23 International Day of Sign Languages
WEEK 13
2020 September 25 International Deaf Day
September 27 World Tourism Day

OCTOBER ECONOMIC & COMMUNITY DEVELOPMENT MONTH


September 28 to October 4, 2020 October 1 International Senior Citizen’s Day
WEEK 14 October 7 to 13 Rotary Alumni October 2 Gandhi Jayanti
Reconnect Week October 4 World Unity Day

October 8 Air Force Day


WEEK 15 October 5 to October 11, 2020 October 10 World Mental Health Day
October 11 International Day of the Girl Child

October 13 World Sight Day


October 13 International Day for Disaster Reduction
October 15 International Day of Rural Women
October 15 Global Handwashing Day
WEEK 16 October 12 to October 18, 2020
October 15 Mahalaya
October 16 World Food Day
October 17 International Day for the Eradication of
Poverty

October 22 to October 25 Saptami, Ashtami,


Navami, Dussera
WEEK 17 October 19 to October 25, 2020
October 24 UNO Day
October 24 World Polio Day

68 | ROTARY HANDBOOK
October 31 World Unity Day
WEEK 18 October 26 to November 1, 2020
October 31 Lakshmi Puja

NOVEMBER ROTARY FOUNDATION MONTH


WEEK 19 November 2 to November 8, 2020 November 4 Karwa Chauth

November 4 to 10 - World Interact November 9 Rotary Day at the United Nation


Week November 9 Legal Services Day

November 10 Rotary Foundation Day


November 12 Dhanteras
November 9 to November 15, November 14 Children’s Day
WEEK 20
2020 November 14 World Diabetes Day
November 14 Diwali
November 15 Kali Puja

November 16 Bhai Dooj


November 16 to November 22,
WEEK 21 November 19 World Toilet Day
2020
November 20 Chhath Puja

November 25 International Day for the Elimination


November 23 to November 29,
WEEK 22 of Violence against Women
2020
November 30 Guru Nanak Jayanti

DECEMBER DISEASE PREVENTION & TREATMENT MONTH


December 1 World Aids Prevention Day
November 30 to December 6,
WEEK 23 December 3 International Day of Persons with
2020
Disability

December 7 to December 13,


WEEK 24 December 10 Human Right’s Day
2020

December 14 to December 20,


WEEK 25 December 14 National Energy Conservation Day
2020

December 23 Farmer’s Day


December 21 to December 27, December 25 Christmas Day
WEEK 26
2020 December 26 Consumer’s Day
December 31 New Years Eve

ROTARY HANDBOOK | 69
JANUARY VOCATIONAL SERVICE MONTH
January 1 New Years Day
WEEK 27 December 28 to January 3, 2021
January 1 - 7 Road Safety Week

January 4 World Braille Day


WEEK 28 January 4 to January 10, 2021
January 6 Journalist Day

January 12 Youth Day


WEEK 29 January 11 to January 17, 2021 January 13 Lohri
January 14 Makar Sankranti/Pongal/Magha Bihu

January 18 to January 24, 2021 January 23 Subhas Chandra Bose Birthday


WEEK 30 January 24 to 30 Commemoration
January 24 International Day of Education
Week for Past Rotarians

January 26 Republic Day


WEEK 31 January 25 to January 31, 2021
January 27 Paul Harris Memorial Day

FEBRUARY PEACE & CONFLICT PREVENTION/RESOLUTION MONTH


WEEK 32 February 1 to February 7, 2021 February 4 World Cancer Day

February 14 Valentine’s Day


WEEK 33 February 8 to February 14, 2021 February 7 to 11-International Assembly, Orlando,
Florida, US

February 15 to February 21, 2021 February 16 Basant Panchami


WEEK 34 February 23 - Rotary’s February 20 World Day of Social Justice
Anniversary February 21 International Mother Language Day

February 23 Rotary’s Anniversary


WEEK 35 February 22 to February 28, 2021
February 23 World Understanding & Peace Day

MARCH WATER & SANITATION MONTH


March 3 World Wildlife Day
WEEK 36 March 1 to March 7, 2021 March 4 National Safety Day
March 6 Mother’s Day

70 | ROTARY HANDBOOK
March 8 to March 14, 2021 March 8 International Women’s Day
WEEK 37 March 8 to 14 - World Rotaract
March 11 Maha Shivratri
Week

March 15 World Consumer Right Day


March 18 International Day for Handicapped
March 20 World Handicapped Day
March 20 International Day of Happiness
WEEK 38 March 15 to March 21, 2021
March 21 International Day for the Elimination of
Racial Discrimination
March 21 World Down Syndrome Day
March 21 World Poetry Day

March 22 World Water Day


March 24 International Theatre Day
March 24 World Tuberculosis Day
WEEK 39 March 22 to March 28, 2021
March 24 Day for Gross Human Rights Violation
Dignity of Victims
March 27 Holi

APRIL MATERNAL & CHILD HEALTH MONTH


April 1 April Fool’s Day
April 2 Good Friday
WEEK 40 March 29 to April 4, 2021
April 2 World Autism Awareness Day
April 4 Easter Sunday

April 6 International Day of Sport for Development


WEEK 41 April 5 to April 11, 2021 & Peace
April 7 International Health Day

April 13 Baisakhi
April 14 Ambedkar Jayanti
WEEK 42 April 12 to April 18, 2021
April 14 Fireman’s Day celebrated in India
April 15 World Consumer Protection Day

April 19 Paul Harris Birthday


WEEK 43 April 19 to April 25, 2021 April 22 World Book Day
April 22 Earth Day
April 24 Mahabir Jayanti
April 25 World Malaria Day

ROTARY HANDBOOK | 71
MAY YOUTH SERVICE MONTH
April 28 World Day for Safety & Health at Work
WEEK 44 April 26 to May 2, 2021 April 29 International Dance Day
May 1 Labour Day

May 3 World Press Freedom Day


May 6 Lawyer’s Day
WEEK 45 May 3 to May 9, 2021
May 8 World Red Cross Day
May 8 Mother’s Day

May 12 Nurses Day


May 13 Eid
WEEK 46 May 10 to May 16, 2021
May 13 Army Day
May 15 Family Day

WEEK 47 May 17 to May 23, 2021 May 17 Telecom Day

WEEK 48 May 24 to May 30, 2021 May 26 Buddh Purnima

JUNE ROTARY FELLOWSHIP MONTH


May 31 No Smoking Day
June 1 Global Day for Parents
WEEK 49 May 31 to June 6, 2021
June 3 World Bicycle Day
June 5 World Environment day

June 7 to June 13, 2021 June 7 World Food Safety Day


June 12 to 16 - Rotary June 10 Eye Donation Day
WEEK 50
International Convention, Taipei,
June 12 World Day against Child Labour
Taiwan

June 14 World Blood Donor Day


WEEK 51 June 14 to June 20, 2021
June 20 Father’s Day

June 21 World Yoga Day


WEEK 52 June 21 to June 27, 2021
June 26 International Day against Drug Abuse

June 28 to July 4, 2021 End of Rotary Year

72 | ROTARY HANDBOOK
Club’s Membership and
Attendance Report

(Please type or print in BLOCK LETTERS)

All clubs are requested to send their attendance reports in following formats:

Rotary Club of ____________________________________________________________________________________________

Month of ___________________________________________________________________________________________________

Total Membership (except honorary members) at the end of the month ___________________________

Average attendance percentage for the month ________________________________________________________

No. of meetings held ____________________

If any meeting was cancelled, give date and reason ___________________________________________________

_____________________________________________________________________________________________________________

Date  Signature of Club Secretary

ROTARY HANDBOOK | 73
Club Monthly Report

Please send to the District Governor’s office latest by 10th of the next month. Mark a copy to your AG.

CLUB LETTERHEAD
Date

REPORT FOR THE MONTH OF ____________________________ 2020-21

MEETINGS HELD IN MONTH (Dates)

1. __________________ 2. __________________ 3. __________________ 4. __________________ 5. __________________

GUEST SPEAKERS

1. ________________________________________________________ 2. __________________________________________________________

3. ________________________________________________________ 4. __________________________________________________________

ADDITIONS

Members (in month) ___________________ TRF Support (in month) ___________

SERVICE PROJECTS

Avenue Project Total Cost Rtn. Involvement


No Beneficiaries
of Service Name (Rs.) Nos | Hours

BULLETIN

Published monthly / fortnightly / weekly (please attach a copy)

DESIGNATED MONTH ACTIVITY

_______________________________________________________________________________________________________________________

_______________________________________________________________________________________________________________________

Rtn. ___________________________

President/Secretary

74 | ROTARY HANDBOOK
Reporting for GML

I t is very important that clubs regularly report their


activities to be covered in the GML. This not only
encourages the Rotarians but inspires the spirit of
service in sister clubs too. Please ensure that your
monthly activity report (along with photographs,
if available) is sent to the Editor GML, with a copy
to the District Secretariat. Please mail your reports
latest by 10th of next month. Please keep your
report brief and to the point.

Points to Report in GML

ŸŸ Name of the Club


ŸŸ Date and Venue of Project
ŸŸ Activity / Subject
ŸŸ Chief Guest / Guests
ŸŸ Guest Speaker
ŸŸ Other Speakers
ŸŸ Program Chairperson
ŸŸ PDG / AG / Other District Officer present
ŸŸ People present
ŸŸ Money involved
ŸŸ Highlights
ŸŸ Beneficiaries
ŸŸ Photographs enclosed: Yes / No
ŸŸ Coverage in local media
ŸŸ Signature of President / Secretary

ROTARY HANDBOOK | 75
Report to Rotary News / Samachar

The Editor
Rotary News Trust
3rd Floor, Dugar Towers
34 Marshalls Road
Egmore, Chennai – 6000

Dear Sir,

Our club has recently successfully concluded _______________________________ Project under the
______________________ Avenue of Rotary Service on __________________________ .

Project report (Brief crisp relevant write up to include):

Activity / Day, Date, Time / Venue / Chief Guest

Attendance of Rotarians / Non Rotarians / Beneficiaries

Costing / Sponsorship (cash / kind)

Enclosed herewith are some photographs (good high resolution clear bright action to be sent) of the same
for potential reporting in the Rotary News.

Thanking you,

Yours in Rotary
Rtn._________________________
Designation _______________
RC of _______________________

76 | ROTARY HANDBOOK
Share Your Rotary Story with Rotary News
Trust

Want to send an article or news for publishing in Rotary News?


Here is how.

R otary clubs conduct a lot of activities. Obviously, every news


cannot be published due to paucity of space. Only important,
interesting news and articles can be published. Decide if the event or
activity is of interest to Rotarians all over India and other countries.
Most clubs award Paul Harris Fellows, Hold installations and charter
nights, sponsor new Rotary/Rotaract/Interact clubs, plant trees
and donate blood. Information on these events cannot be published
unless there is something distinct that sets them apart. While
sending information about your club projects, send us details such
as where, when and whom it benefitted. If possible, include quotes
from beneficiaries. Make your reports short and simple. And do
include your club name, district number and your contact number to
help us get in touch with you for further information.

Report innovative projects done with Rotaractors and RCC’s and in


case of Global Grant projects, mention your international partner
club’s name, district number and country.

Please attach high resolution photographs in .jpg or .tiff format.


Mobile photographs are not recommended, as they may not be
sharp or clear. And do not embed the photos in the body of the
mail or in the word file.

Use e-mail for faster communication. If you send your reports


by courier or post, ensure to send original photographs and not
scanned/printed copies. Do not write behind the photographs.

We suggest you to use the services of professional photographers


for better quality. Candid photographs are better and natural than
having people pose for pictures. Concentrate your photos on the
event or beneficiary location instead of the inaugural ceremonies or
speeches.

ROTARY HANDBOOK | 77
MYROTARY.ORG

M y Rotary is an experiential Zone for Rotarians on the Rotary International website (www.rotary.org).
Rotarians register once and get access to host of information about Rotary and data relevant to their
current roles. You can access applications, forms and documents to carry out club and district tasks, such
as updating club, officer and member data; generating various reports; paying dues; viewing contribution
information and more.
You will also be able to access:

ŸŸ Rotary Club Central - Set and track club goals


ŸŸ Rotary Showcase – Share successful service projects
ŸŸ Learning Center – Get free online training
ŸŸ Convention Registration – Attend our annual international gathering
ŸŸ Update your information – Manage your own account details
ŸŸ Grant Center – Apply and Report your Global grants. Rotary Global Rewards : Get discounts
and offers on host of products and services
ŸŸ Brand Center – Rotary Logos, Editable Templates and other materials to produce flyers,
newsletters, brochures, emails, business cards, websites and other communication.
ŸŸ Rotary Ideas : Seek volunteers, material, funding & Partners.
ŸŸ Discussion Groups : Exchanges views, ideas etc on topics of common interest

In My Rotary

ŸŸ All members can VIEW the information about club/district and Rotary International
ŸŸ It is a Role Based Access
ŸŸ Assigned positions can VIEW all years but only EDIT for assigned year
ŸŸ Governor, DGE, DGN, AG, Committee Chairs, Executive Secretary can edit information for
their year.
ŸŸ Club Level: President, PE, Secretary, Treasurer, Foundation and Membership Chairs for
their year.
ŸŸ RI President`s citation accomplishments can be tracked online on MyRotary.
ŸŸ Each Rotarian should access MyRotary regularly and seek information and share with
fellow club members.

78 | ROTARY HANDBOOK
Creating a My Rotary Account

1. Log onto www.rotary.org


2. Click on My Rotary
3. Click on Register to open your account
4. If you already have a Registered Account
- Enter your Email address
- Enter your Password
- Click on Sign In
5. If you’re a first time user:
- Click on Create Account
- Fill in Account Registration information
- Click on Continue
- You will be informed that an e-mail has been sent to you.
- Check your email address (the one you have just provided)
- You will receive message - Activate My Account
- Click on the blue link to finalize the process.
- Fill in Mandatory information Click on Create account Click
on Continue
6. CONGRATULATIONS!
- You have just created your My Rotary Account
- You will get all the rotary Information you want here

ROTARY HANDBOOK | 79
HOW TO CREATE A
MY ROTARY ACCOUNT

G
First go to www.rotary.org.

1 Then click on My
Rotary.

Click on Register
for an account.

February 2017

80 | ROTARY HANDBOOK
If you are a first time user, click

3
on Create account.

If you are not a


first time user,
enter your email
address and
password. Then
click on Sign In.

Fill in the Account registration


information and click on Continue.

4
You will be informed that an e-
mail has been sent to you. 5
February 2017

ROTARY HANDBOOK | 81
6 Check your email for the address
you provided in the step above.
You will receive this message.
Click on the blue link to finalize
the process.

Fill in all the mandatory


information and click on

7
Create account.

8
Click on
Continue.

Congratulations!

9
You have created
your My Rotary
account.

February 2017

82 | ROTARY HANDBOOK
HOW
How toTO ADD
Add anAN OFFICER
Officer

Go to rotary.org and sign


in to MyRotary. Then go
1
to Manage, then Club
Administration.

Adding a club officer in Rotary’s database gives that officer access to resources needed to
do Rotary business online.

2
Select Add/edit/remove club
officer.

May 2015

ROTARY HANDBOOK | 83
Next, scroll down to the Unassigned
officer positions and select Assign for
the current or incoming officer position
you want to assign.

4
Select from the member list the person you want to
assign to the officer position by clicking on Add.

May 2015

84 | ROTARY HANDBOOK
5
Confirm by selecting Add Current
Officer or Add Incoming Officer. Or,
you can select Edit Contact Info to make
changes.

6
Select the correct position
from the drop down menu.
Confirm all information is
correct and select Submit.

ROTARY HANDBOOK | 85
May 2015
HOW TO ADD A MEMBER
How to Add a Member

Go to rotary.org and
sign in to MyRotary.
Then go to Manage,
then Club
1
Administration.

2
Click on
Add/edit/remove
member

3
Click on Add
Members.

G
October 2014

86 | ROTARY HANDBOOK
4 Click Continue if
you are adding
someone who is not in
Rotary’s database.

First, click Search for an existing member to see if the new member is already
in Rotary’s database (e.g., transferring member from another club or if you know
that the new member has been a Rotaractor or alumni before.

15

Enter known
information
and click
Submit.
The system
will search
for matching
records.

Complete the required fields and click


Save and Continue. You have
successfully added a new member.

October 2014

ROTARY HANDBOOK | 87
6
Once the search
results appear, click
on the person’s
name for the person
you want to add, and
click Add member
and Update
Contact.

Transferring members can only be admitted to your club the day after their former
club terminated their membership in MyRotary. Members who have not yet been
terminated by their former club cannot be admitted as an active member until this
is done.

88 | ROTARY HANDBOOK October 2014


HOW TO UPDATE
CLUB
How to DATA
Update Club Data

1 Go to Rotary.org and
sign in to MyRotary.
Then go to the Manage
tab, and choose Club
Administration.

4
G

Choose links to view and update


your club data.
1-234-567-8901

2
Your club address will appear 1-234-567- 1-987-654- www.yourrotaryclub.com
here. 8901 3210

Sunrise hotel 123 Sunrise Lane, Sunnyville USA

May 2015

ROTARY HANDBOOK | 89
3
Your club name will appear here.

NOTE

Your club address will appear here. 1-234-567-8901 1-987-654-3210 www.yourrotaryclub.com

Confirm your club’s permanent mailing address, phone, fax, email address, and website
are correct. Click View/Edit to make changes. Be sure to add your email address.

Sunrise Hotel 123 Sunrise Lane, Sunnyville, IL, USA

Check your club’s meeting place and address and meeting day and time, and click
Edit to make changes.

Indicate how you wish to receive your


invoice.

May 2015

90 | ROTARY HANDBOOK
Sunrisei

Su
4
Make your changes and click on Save
Changes.

ROTARY HANDBOOK | 91
May 2015
HOW TO PAY YOUR INVOICE
How to Pay Your Invoice

Go to rotary.org and
sign in to MyRotary.
1
Then go to Manage,
then Club
Administration.

Scroll down on Club


Administration page
and select Pay or view
club invoice. 2

May 2015

92 | ROTARY HANDBOOK
3
Select your payment currency and select
Continue to payment page to enter
your credit card information.

Enter your billing


information and

4
select Continue.

May 2015

ROTARY HANDBOOK | 93
5 Confirm payment
information and select
Continue.

6
Enter credit card
information and
select Continue.

You will get this message to confirm


your payment. 7
May 2015

94 | ROTARY HANDBOOK
ROTARY CLUB CENTRAL
How to Access ROTARY Club Central

1
Go to My Rotary and select
Sign In or Register. Or go
to rotary.org/clubcentral to
reach the site directly. You’ll
be prompted to sign in to My
Rotary or create an account
if you haven’t already.

2 Select Member
Center

3 Select Rotary
Club Central

June 2017

ROTARY HANDBOOK | 95
96 | ROTARY HANDBOOK

June 2017
INFORMATION
How to View Information

Members can view summary information two ways in Rotary Club Central:

1
Global View and Reports.

NAVIGATE TO
THE GLOBAL
VIEW OPTION

Select Global
View from the
navigation menu

2 CHOOSE
A YEAR AND
GOAL TO VIEW

Select which goal


category you Select the
want to see Rotary year

1|July 2017
ROTARY HANDBOOK | 97
3 VIEW SUMMARY
INFORMATION

Select the organization


level to view related
summary data about
progress toward goals. You
can also view trends for
each organization level on
the Dashboard screen.

In this example,
the Service goal
category is
selected.

Each of the
goals in the This column shows the
category goal total for all clubs
is displayed. who have set a goal. In
this example, the district
goal is 105 service
projects for the year.
The Clubs With Goal column
shows the number of clubs that
have set a goal, and the number of The Achievement column
clubs in the district. For example, shows the total reported
here, 16 represents the number of progress against the goal.
district clubs that have set the For example, the clubs in
Service Projects goal. this district have reported 5
completed service
projects so far this year.

98 | ROTARY HANDBOOK

2|July 2017
4 SEE HOW DATA
IS CALCULATED
AND PRINT IT

Select Print for a


copy of the goal
summary
information

Select the information button


for a description on how the displayed
data was calculated

ROTARY HANDBOOK | 99
5 NAVIGATE TO
THE REPORTS
OPTION

Select Reports. Then select the


report you’d like to view.

Note: You can also find club and


district reports by selecting the
Manage tab on My Rotary.

You can view the report on the page


or print it. You can also export
the report in the PDF, Excel,
or CSV format.

You can view some reports


as a chart or table.

100 | ROTARY HANDBOOK 4|July 2017


HOW TO SET A GOAL
HowForto
clubSet a Goal
officers

for Club Officers

1 NAVIGATE
TO GOALS

Select Goal Center


from the navigation
menu on the left

2 FIND GOALS
TO TRACK

Before choosing
your club’s goals,
make sure the
appropriate
year is listed

If the Edit button appears, click or tap it to find goals


your club wants to track. If this button reads Save
1 | June 2017
and goals are displayed, proceed to the next step

ROTARY HANDBOOK | 101


Select the goals that your
club wishes to track by
clicking or tapping the
check boxes next to them

3 SET A GOAL

Enter a goal value


in the box titled Goal

Click or tap Save after you’ve


entered a goal value

102 | ROTARY HANDBOOK


HOW TO REPORT
PROGRESS
How ON
to Report GOALS on Goals
Progress
For club officers
For Club Officers

1 NAVIGATE
TO GOALS

Select
Goal Center
from navigation
menu on the left

2 FIND GOALS
TO UPDATE

Before reporting
progress on goals,
make sure the
appropriate
year is listed

Click or tap Edit to see


a list of club goals

ROTARY HANDBOOK | 103


1 | June 2017
Tip: Click
Find the goals that Sort selected goals
you plan to update to arrange your club’s
goals for easy updating

3 UPDATE A GOAL

Enter your club’s progress


toward a chosen goal in the
Achievement column

Click or tap Save after


you’ve reported progress
on your club’s goal

104 | ROTARY HANDBOOK


2 | June 2017
HOW TO RECORD
SERVICE
How ACTIVITIES
to Record Service Activities

1 NAVIGATE
TO SERVICE
ACTIVITIES

Select Service
Activities

2
ADD SERVICE
PROJECTS
There are three
ways to do this

Select Add New Service Select Repeat Past


Project to enter Project to copy details
a project that isn’t Select Import From of a project that’s already
in Rotary Club Central Rotary Showcase in RotaryJune 2017
Club Central
or Rotary Showcase to add a project
from that site

ROTARY HANDBOOK | 105


Click Save
once you’ve
entered your
project’s details

Enter the name


of your project

Enter the start date


3 ADD PROJECTED
SERVICE PROJECT
DETAILS

of your project

Enter the estimated


project details in the
Projected column

If you’re repeating a project,


the Previous Projected/
Actual column will show data Select the partners
from that past project. Use this you’re working
information to estimate your with on the
new project’s details. project

Select the project


category. You can use
this information to
search for past projects.

For Area of Focus,


June 2017
select the category that
your project supports

106 | ROTARY HANDBOOK


Enter the end date
of your project
4 ADD COMPLETED
PROJECT
DETAILS

Enter contributions and Select Yes to mark


volunteer participation the project complete
from your project in the
column titled
Achievement

On the Service Activities


page, scroll to Service
Summary for data on projects
completed year-t0-date

June 2017

ROTARY HANDBOOK | 107


HOW TO CREATE A
How to Create a
MY ROTARY ACCOUNT
My Rotary Account

G
First go to www.rotary.org.

1 Then click on My
Rotary.

Click on Register
for an account.

February 2017

108 | ROTARY HANDBOOK


If you are a first time user, click

3
on Create account.

If you are not a


first time user,
enter your email
address and
password. Then
click on Sign In.

Fill in the Account registration


information and click on Continue.

4
You will be informed that an e-
mail has been sent to you. 5
February 2017

ROTARY HANDBOOK | 109


6 Check your email for the address
you provided in the step above.
You will receive this message.
Click on the blue link to finalize
the process.

Fill in all the mandatory


information and click on

7
Create account.

8
Click on
Continue.

Congratulations!

9
You have created
your My Rotary
account.

February 2017

110 | ROTARY HANDBOOK


Listing of Club-Sponsored Organizations
(Rotaract, Interact, RCC)
LISTING OF CLUB-SPONSORED ORGANIZATIONS
(ROTARACT, INTERACT, RCC)
To access these reports, Rotarians can take the following steps:

1. If you have not done so already, create a My Rotary account.


2. Once signed in, hover over the Manage menu.
3. Select Rotary Club Central.
4. Once on the Rotary Club Central homepage, select Reports from the menu on the
left.
5. Select the Service tab.

6. For a list of Rotaract/ Interact clubs & RCCs sponsored by your district, select
Listing of Club-Sponsored Organizations under District Reports.
7. For a list of Rotaract/ Interact clubs & RCCs sponsored by your Rotary club, select
Listing of Club-Sponsored Organizations under Club Reports.

ROTARY HANDBOOK | 111


(JULY 2017)
Why Join Rotary?

1. Friendship: In an increasingly complex world, 8. Public Speaking Skills: Many individuals


Rotary provides one of the most basic human who joined Rotary were afraid to speak in
needs: the need for friendship and fellowship. public. Rotary develops confidence and skill in
It is one of two reasons why Rotary began in public communication and the opportunity to
1905. practice and perfect these skills.

2. Business Development: The second original 9. Citizenship in the World: Every Rotarian
reason for Rotary’s beginning is business wears a pin that says “Rotary International.”
development. Everyone needs to network. There are few places on the globe that do not
Rotary consists of a cross section of every have a Rotary club. Every Rotarian is welcome
business community. Its members come from – even encouraged – to attend any of the 32,000
all walks of life. Rotarians help each other and clubs in 200 nations and geographical regions.
collectively help others. This means instant friends in both one’s own
community and in the world community.
3. Personal Growth and Development:
Membership in Rotary continues one’s growth 10. Assistance when Traveling: Because
and education in human relations and personal there are Rotary clubs everywhere, many a
development. Rotarian in need of a doctor, lawyer, hotel,
dentist, advice, etc., while traveling has found
4. Leadership Development: Rotary is an assistance through Rotary.
organization of leaders and successful people.
Serving in Rotary positions is like a college 11. Entertainment: Every Rotary club and district
education. Leadership: – learning how to has parties and activities that provide diversion
motivate, influence, and lead leaders. in one’s business life. Rotary holds conferences,
conventions, assemblies, and institutes that
5. Citizenship in the Community: Membership provide entertainment in addition to Rotary
in a Rotary club makes one a better community information, education, and service.
citizen. The average Rotary club consists of the
most active citizens of any community. 12. The Development of Social Skills: Every
week and at various events and functions,
6. Continuing Education: Each week at Rotary develops one’s personality, social skills
Rotary there is a program designed to keep and people skills. Rotary is for people who like
one informed about what is going on in the people.
community, nation, and world. Each meeting
provides an opportunity to listen to different 13. Family Programs: Rotary provides one of the
speakers and a variety of timely topics. world’s largest youth exchange programs; high
school and college clubs for future Rotarians;
7. Fun: Rotary is fun, a lot of fun. Each meeting is opportunities for spouse involvement; and
fun. The club projects are fun. Social activities a host of activities designed to help family
are fun. The service is fun. members in growth and the development of
family values.

112 | ROTARY HANDBOOK


14. Vocational Skills: Every Rotarian is expected prestigious service club in the world. Its ranks
to take part in the growth and development of include executives, managers, professionals
his or her own profession or vocation; to serve – people who make decisions and influence
on committees and to teach youth about one’s policy.
job or vocation. Rotary helps to make one a
18. Nice People: Rotarians above all are nice
better doctor, lawyer, teacher, etc.
people – the nicest people on the face of the
15. The Development of Ethics: Rotarians earth. They are important people who follow
practice a 4-Way Test that governs one’s ethical the policy of it is nice to be important but it is
standards. Rotarians are expected to be ethical important to be nice.
in business and personal relationships.
19. The Absence of an “Official Creed”: Rotary
16. Cultural Awareness: Around the world, has no secret handshake, no secret policy, no
practically every religion, country, culture, official creed, no secret meeting or rituals.
race, creed, political persuasion, language, It is an open society of men and women who
color, and ethnic identity is found in Rotary. It is simply believe in helping others.
a cross section of the world’s most prominent
20. The Opportunity to Serve: Rotary is a service
citizens from every background. Rotarians
club. Its business is mankind. Its product is
become aware of their cultures and learn to
service. Rotarians provide community service
love and work with people everywhere. They
to both local and international communities.
become better citizens of their countries in the
This is perhaps the best reason for becoming
process.
a Rotarian: the chance to do something for
17. Prestige: Rotary members are prominent somebody else and to sense the self-fulfillment
people: leaders of business, the professions, that comes in the process and return of
art, government, sports, military, religion, and that satisfaction to one’s own life. It is richly
all disciplines. Rotary is the oldest and most rewarding.

ROTARY HANDBOOK | 113


Nine Steps to Starting
A Rotary Club
Identify a Locality for the New Club Hold Organizational Meetings
ŸŸ Look for opportunities to start new Rotary ŸŸ Consider ways to collaborate with another
clubs club
ŸŸ Research the characteristics of area clubs ŸŸ Reach a total of at least 20 regular
(general meeting times, professions and attendees
other groups that aren’t participating, etc.)
 ŸŸ Choose club officers

ŸŸ Contact the district governor and other ŸŸ Select a club name and meeting location
leaders to get approval to start a club in
ŸŸ Decide how and where you’ll meet
intended area
Get Organized Submit the New Club Application
ŸŸ Find supporters, including a sponsor club
 ŸŸ Ask your district governor to sign the
new
ŸŸ Contact Club and District Support (CDS) club application form and send it to Club
staff and District Support staff
Make a Communication Plan
ŸŸ Tailor your message to your audience Celebrate the Charter and Publicize
ŸŸ Identify communication channels the Club
ŸŸ Contact prospective Rotarians you know ŸŸ Celebrate with your community and with
about
 current and prospective Rotarians in a
ŸŸ Consult local leaders to identify other way that fits the culture of the new club
prospective members
Continue Developing the New Club
Hold Informational Meetings
ŸŸ Continue to bring in new members
ŸŸ Plan your agenda and prepare your
ŸŸ Support members and officers as they
materials

learn about Rotary
ŸŸ Invite prospective members

ŸŸ Provide advice and support on governance,
ŸŸ Market informational meetings through
projects, and administrative matters y
traditional and social media
ŸŸ 
Collect contact information from
attendees who are interested in being What You’ll Need to Start
part of the new club Starting a new club brings community leaders and
experts together to exchange ideas and take action
Recruit Charter Members
to meet community needs. District governors often
ŸŸ Sign up regular attendees to your
appoint a new club adviser and collaborate with
informational meetings as charter
Rotary International’s Club and District Support
members
staff during the process. If you don’t know who is
ŸŸ Continue to invite prospective members
the district governor for your area, contact Club
ŸŸ Consider your online membership leads
and District Support.

114 | ROTARY HANDBOOK


A NEW ROTARY CLUB WILL NEED: Material for New Members
A new club adviser ŸŸ Impact Begins With You (prospective
Typically, the district governor appoints a new member brochure)
club adviser or works with the district’s new club
ŸŸ Connect for Good — Inspires members
development committee.
to get involved
What makes the difference? Commitment and ŸŸ Discover Rotary PowerPoint
experience. The new club adviser champions presentation
the effort from start to finish, and the adviser’s
involvement after the club gets its charter is critical
to its success in its first years. Find More Information
A sponsor club Useful to New Clubs:
Having a sponsor is strongly recommended but Introducing New Members to Rotary
isn’t required. An Orientation Guide
A guide that club leaders can
What makes the difference? The support of a use to help new members learn more about Rotary,
designated sponsor club can increase the success the benefits of membership, and how they can get
rate of new clubs by as much as 10 percent. involved.

Charter members Rotary Basics


The minimum number of charter members is 20. Learn about Rotary’s history, values, and structure
However, it’s best to start a club with at least
25 and the many ways to get involved. Includes
members. frequently used abbreviations and a glossary.

What makes the difference? More charter members.


Rotary Foundation Reference Guide
Our records indicate that the more members a
Learn about The Rotary Foundation’s programs,
club starts with, the more likely it
is to succeed.
funds, grants, and awards. Includes information
Increasing the number of charter members by just
on PolioPlus, peace fellowships, global and district
five significantly reduces the risk that a club will be
grants, alumni resources, and more.
terminated.
The Learning Center
New Club Resources Rotary’s Learning Center offers online courses
FIND MORE DETAILED INFORMATION on various topics, including club role training,
ABOUT THE PROCESS OF STARTING A forming new clubs, new club mentors, and
ROTARY CLUB: satellite clubs.

New Rotary Club Application The Brand Center


Sponsor Clubs Find Rotary logos, brand guidelines, membership
Informational Meetings certificates, club brochure templates, and more.
Organizational Meetings
Club Meetings
Club Charter Celebrations
Charter List Form

ROTARY HANDBOOK | 115


New Rotary Club Application

808A-EN—(317)
Congratulations and thank you for your time and effort in organizing your club!

To avoid processing delays, supply all of the requested information. Include an email address for
each member and a separate email address for the club. Email addresses are a vital part of Rotary’s
communication strategy.

ŸŸ Note that the information you submit is subject to Rotary’s privacy policy.
ŸŸ Ask your district governor to sign the application, verifying that the information is accurate and
complete.
ŸŸ Send the completed application to your district’s Club and District Support staff.
ŸŸ If you have missing information, Club and District Support staff will contact you.

CLUB NAME
The club’s name should be easy to find on a map or through an internet search, to help Rotarians and
others who want to visit.

The name of this organization shall be the Rotary Club of


_______________________________________________________________________________________
List the club name, including community, state/province/prefecture, and country or geographical area

CLUB INFORMATION
Club email ___________________________________________________________________________________________________________
(Cannot be the same as any club member’s email address)

District number ____________________________________________________________________________________________________

District governor’s name __________________________________________________________________________________________

NEW CLUB ADVISER


Title (Mr., Ms., Mrs., Dr., Rev., etc.) ________________________

Firstname _____________________ Middle name _________________ Family name _____________________________________

Suffix (Jr., Sr., III,etc.) ___________________________________________

Member, Rotary Club of ____________________________________________________________________________________________


List club’s official name, including country

Email ___________________________________________________ Phone _____________________________________________________

NAME OF SPONSOR CLUB � No sponsor club


_______________________________________________________________________________________

116 | ROTARY HANDBOOK


OFFICER NAMES
President ____________________________________________________________________________________________________________
� Officer will continue in this role next Rotary year, starting 1 July

Secretary ____________________________________________________________________________________________________________
� Officer will continue in this role next Rotary year, starting 1 July

President-elect _____________________________________________________________________________________________________
� Officer will continue in this role next Rotary year, starting 1 July

Treasurer ___________________________________________________________________________________________________________
� Officer will continue in this role next Rotary year, starting 1 July

Membership chair __________________________________________________________________________________________________


� Officer will continue in this role next Rotary year, starting 1 July

Rotary Foundation chair ___________________________________________________________________________________________


� Officer will continue in this role next Rotary year, starting 1 July

CLUB CHARTER FEE


Please attach check or proof of payment.

Number of charter members ______________ xUS$15= ___________________

Currency in which the charter fee has been or will be paid, and total amount _____________________________
Charter fee is being paid by:
� Check*� Money order � Fiscal agent � Bank transfer to an RI account outside the U.S.
� Other ______________________________________________________________________________________________________________

*If paying by check from another country, please have the check drafted through a U.S. bank. If you have
any questions about payments, contact Club and District Support staff.

ROTARY MAGAZINES
Please indicate each charter member’s magazine choice on the charter member list. Here, select one
option for the club as a whole:

� All of our members will subscribe to The Rotarian.


� Total number of subscriptions to The Rotarian print edition __________________________________________
� Total number of subscriptions to The Rotarian digital edition ________________________________________
An email address is needed for each member requesting a digital magazine.

� All of our members will subscribe to The Rotarian or the following certified Rotary regional magazine:

_______________________________________________________________________________________________________________________
� Members are not required to subscribe to a Rotary magazine because the club is in Afghanistan, Albania,
Azerbaijan,Bosnia-Herzegovina,Cambodia,Croatia,Estonia,Greece,Hungary,Indonesia,Kazakhstan,Koso
vo, Latvia, Lithuania, Moldova, Mongolia, Montenegro, Romania, Slovenia, or Tajikistan.

ROTARY HANDBOOK | 117


CLUB MEETING (ALL CLUBS MEET AT LEAST TWICE A MONTH.)
Day of meeting ________________________________________Meeting time __________________________

Club website address (if available) _______________________________________________________________________________


If your club meets in person, list the name and address of the meeting place, including postal code

CERTIFICATION
Club president and secretary signatures verify that this club is organized in accordance with Rotary’s
policies and constitutional documents and that the information in this application is accurate and will be
kept on file by the club.
_______________________________________________________________________________________________________________________
List club name, including community, state/province/prefecture, country/geographical area

applies for Rotary membership. The club officers’ signatures below confirm that the club:

1. Will abide by the RI Constitution and RI Bylaws


2. Has adopted Rotary’s Standard Rotary Club Constitution as its own and will abide by its provisions
3. Will always have bylaws that are in harmony with Rotary’s constitutional documents, including the
Standard Rotary Club Constitution
4. Will not become a member of, or assume obligations of membership in, any organization other than
Rotary
5. Will meet the obligations of a member club of Rotary

Club president’s signature ________________________________________________ Date ___________________________________

Club secretary’s signature ________________________________________________ Date ___________________________________

As governor of the district, I endorse this club’s application for admission to Rotary and certify that this
application meets the requirements in Rotary’s constitutional documents and the Rotary Code of Policies.
I confirm that these statements are true and correct:
All members of the proposed new Rotary club have participated in an appropriate orientation and
education program under the guidance of district leaders and members of the sponsor Rotary club, if it
has one.
The club has set an annual fee to cover its financial obligations.
The club has a well-balanced membership in compliance with Article 5, Section 2, of the RI Constitution:
“Each club shall have a well-balanced membership in which no one business, profession, or type of
community service predominates.”
The club is fully aware that it is not entitled to impose any limitations on membership based on gender,
race, creed, age, and sexual orientation.
All current or former Rotarians joining this new club have provided written proof from their current and
previous clubs that all of their previous club debts have been paid.

District governor’s signature ________________________________________ District ____________________________________

118 | ROTARY HANDBOOK


CHARTER LIST
Attached is a list of charter members, as required by the RI Board of Directors. Clubs may submit their
charter member data in an Excel file or a Word document.
CHARTER MEMBER
Clubs have a minimum of 20 charter members. Complete the new club charter list (Excel file) or fill out
this page for each charter member. Please type or print.
Title (Mr., Ms., Mrs., Dr., Rev.,etc.) _______________________________
Family name ________________________________________________________________________________________________________
First name _______________________________________ Middle name __________________________________________________
Suffix (Jr., Sr., III,etc.) ______________________________________________
Gender: � Male � Female

Date of birth (List day, month, and year in that order : DD-MM-YYYY) ________________________________________
Are you a former Rotarian or a current member of another Rotary club? � No � Yes
If yes, RI membership ID number ___________________________________________________________________________
Name of former/current club _______________________________________________________________________________
Current members should not officially terminate their membership in their current clubs. Their changes
will be recorded when Rotary admits the new club.
Are you a Rotary alumnus/alumnae? � No � Yes
Alumni are former participants of Interact, Rotaract, Youth Exchange, RYLA, Rotary Peace Fellowships,
Rotary Scholarships, vocational training teams, and Group Study Exchange.
Email ________________________________________________________________________________________________________________
Preferred phone (including country, city, and area codes) ______________________________________________________
Alternate phone ____________________________________________________________________________________________________
Preferred mailing address (check one): � Residence � Business � Other ____________________________________

Alternate address (complete only if mailing address is a P.O. box): � Residence � Business � Other

Magazine — Select one: � The Rotarian (print) �The Rotarian (digital) � Rotary regional magazine
For use in verification of compliance with Rotary policy:
Job title ______________________________________________________________________________________________________________
Name of your business or organization ___________________________________________________________________________
Classification _______________________________________________________________________________________________________

ROTARY HANDBOOK | 119


Club Models

R otary is a global network of 1.2 million neighbors, friends, leaders, and problem-solvers who see
a world where people unite and take action to create lasting change — across the globe, in our
communities, and in ourselves. The criteria for membership are simple. For Rotary clubs, a member
needs to be an adult — or for Rotaract clubs, a person aged 18-30 — who demonstrates good character,
integrity, and leadership; has a good reputation within their business or profession and community; and
willing to serve in the community or have an impact elsewhere in the world. All clubs share similar values
and a passion for service, but no two clubs are the same because each community has its own unique
needs.
Minimum
number
Club Model Description Appeals to
of charter
members
Professionals and aspiring People looking for connections, 20
Traditional leaders who meet regularly service opportunities, and
Rotary Club for service, connections, and traditions
personal growth
Learn more at Start a Club.
A Rotary club sponsored by Those who want a club experience 8
a traditional club but with or meeting format or time other
its own meetings, projects, than what’s offered by the
Satellite Club bylaws, and board traditional clubs in the area

Learn more in the Guide to


Satellite Clubs.
A Rotary club that meets People who travel frequently, 20
primarily online whose schedules make it difficult
to meet in person, or who prefer
E-Club an online experience

Learn more about online club


meetings.
A Rotary club that allows People who travel frequently, or 20
members to attend other those who enjoy trying a variety
Rotary club meetings as long of club experiences and meeting
Passport Club as they attend a specified lots of new people
number of meetings in their
Learn more in the Guide to
own club each year
Passport Clubs.

120 | ROTARY HANDBOOK


Minimum
number
Club Model Description Appeals to
of charter
members
Corporate Club A club whose members (or Employees of an organization who 20
most of them) work for the want to come together to do good
same employer in their community
Cause-Based A club whose members are People who want to connect 20
Club passionate about a particular with others while addressing a
cause and focus their service particular set of problems.
efforts in that area
Alumni-based A club whose members (or People who have participated in 20
Club most of them) are former Rotary outside of a club
Rotary or Rotary Foundation
program participants
Rotaract Club A club of members ages 18-30 Younger people who want to n/a
that is sponsored by a Rotary serve their communities, develop
club and often works with that leadership and professional skills,
club on projects and have fun through service.

Learn more in the Rotaract


Handbook.

All club models meet at least twice each month. With exception of Rotaract clubs, all active members pay
US$68.00 in annual dues, are counted in Rotary International’s database, and have voting privileges.

ROTARY HANDBOOK | 121


Guide to Passport Clubs

R otary clubs continue to evolve to meet the


changing needs of their communities and local
professionals. Some new and existing clubs are
activities 

Setting affordable dues 

Measuring club health by participation
adopting an innovative passport club model to rather than attendance 

offer their members more flexibility and a broader
How do they meet? Meetings can be social
experience.
gatherings, service activities, virtual meetings, or
What is a Passport Club? fundraisers. As long as something is on the 
month,
the club complies with RI policy. Not all members
A passport club is a Rotary club that gives its have to attend to make it a valid club meeting, as
members a more flexible club experience by: long as it’s open to all members and visitors.
ŸŸ Encouraging its members to visit other How do they measure member engagement?
clubs and participate in their club activities Because members are encouraged to visit other
regularly 
 clubs’ meetings and take part in their projects
ŸŸ Relaxing the attendance policy 
 and activities, passport clubs use measures other
ŸŸ Offering a variety of meeting formats than meeting attendance to gauge club health.
For example, some passport clubs require their
New and existing clubs can decide to implement members to participate or perform service for a
the passport club model. The clubs may adopt all minimum number of hours per year, which can
of the options listed above or choose just the ones include attending meetings of their own club or
that work for them. A club’s name does not need any other Rotary club, helping other clubs with
to include the descriptor “passport club,” but the fundraisers or projects, or participating in a service
club’s bylaws do need to be updated accordingly . activity outside of Rotary.
Because they are Rotary clubs, passport clubs
have a club president, board, and committees. What about dues? Because they are members of a
The president-elect and other incoming officers Rotary club, passport club members pay club and
attend training seminars like PETS and the district district dues, as well as RI dues. Club and district
training assembly. And members are encouraged dues vary, while RI dues are the same for all active
to attend district and international events and to members on your membership roster. Passport
get involved in ways that are meaningful to them. clubs are free to set club dues at any reasonable
amount. Whatever the amount, it’s important to
HOW DO PASSPORT CLUBS make the breakdown of club, district, and RI dues
clear so that everyone understands how much
WORK?
members are expected to pay.
Passport clubs determine how they want to operate.
What is the protocol for visiting other clubs?
Here are some common practices of passport clubs:

Just like anyone who wants to visit another club,
Meeting less frequently 
 passport club members should first contact the
Focusing meetings on service or social club’s leaders to make arrangements for visiting.

122 | ROTARY HANDBOOK


Your club should also discuss how it will host and Affordability — Costs are kept to a minimum
follow up with guests. because meetings don’t include meals. 
Although
any club can implement the flexible options
What are the benefits of a discussed here,
a passport club sees them as a way
of operating, using many of them.
These flexible
Passport Club?
options are appealing to some members while
The benefits of a passport club include: traditional clubs remain appealing to others. 

Flexibility — Having different options for getting
involved 
accommodates members’ busy schedules, How do club bylaws differ
allowing them more choices 
for fitting Rotary into
their lives. 

for a Passport Club?
Engaging meetings — Meetings can focus on If your existing club is considering adopting the
service and socializing 
rather than speakers and flexible options that passport clubs tend to use,
meals. By visiting other clubs’ meetings, members discuss the benefits with your club members, make
can learn what other clubs are doing and bring new sure the club is in agreement on the changes, and
ideas to their club. 
 update your club’s existing bylaws to reflect your
Broad appeal — A passport club often appeals to new practices and policies.
people who wouldn’t join a more traditional club
If you’re forming a new passport club, only a small
and helps keep people who might otherwise leave
portion of the recommended Rotary club bylaws
in Rotary. 

need to be adjusted. See the sample bylaws for
More connections — Members quickly build
passport clubs in appendix 1. Contact your Club
relationships across the district and beyond. 

and District Support representative if you’d like
Stronger service projects — Connecting with
any assistance revising your bylaws.
members of other clubs presents opportunities
for clubs to partner on service projects to create For more information on Passport Clubs refer to
greater impact. 
 Guide to Passport Clubs EN-719 at www.rotary.org

ROTARY HANDBOOK | 123


Satellite Clubs

What is a satellite club and ŸŸ Attract members who have different


vocations or service interests 

how does it work? ŸŸ Be a more affordable club experience. All

R otary has had satellite clubs since 2013. At first,


satellite clubs were for people who wanted to
join Rotary but didn’t have a large enough group
members pay the same 
amount of dues to
Rotary International, but clubs can choose
to lower 
club dues. Districts also set their
to start a club. Unlike regular Rotary clubs, which own dues. 

require 20 members to start, a satellite club can ŸŸ Provide an alternative meeting experience
form with just eight members. Satellite clubs or format where members 
can experiment
also give community members and Rotarians with different forms of club organization 

the chance to make a positive difference in a club ŸŸ Allow Rotary clubs to offer service
environment that often differs from their local opportunities and membership
Rotary club. experiences that appeal to a smaller,
Like all Rotary clubs, satellite clubs hold regular focused group 

meetings, have bylaws and
 a board, and get ŸŸ Bring Rotary to communities that might
involved in community service projects. A local not be able to support a standalone club 

Rotary club sponsors the club and provides advice
ŸŸ Serve as transitional Rotary clubs 

and support. Satellite club members are Rotarians.
Officially, they are members of the sponsor club. Starting a satellite club offers the additional benefits
When a satellite club grows to 20 members or of expanding project possibilities, visibility, and
more, it can choose to remain a satellite to its the impact of Rotary in your community. It also
sponsor club or it can apply for a charter to become develops more leaders in your community and the
a standalone Rotary club. Some clubs prefer to Rotary district 

continue as satellite clubs regardless of their size
and enjoy the benefits of being tied to their sponsor Resources about Satellite
club. You decide what’s right for your members. Clubs :
Why start a satellite club? Satellite Club Frequently Asked Questions 

Satellite Club Application
Just like starting any Rotary club, forming a
satellite club brings community and business Satellite Club Member Information Form 

leaders together to exchange ideas and take action Learning Center course: Practicing Flexibility and
to improve people’s lives. Satellite clubs can also: Innovation 


124 | ROTARY HANDBOOK


Rotary E-Clubs

Purpose lives, or groups of members collaborate and work


together as teams on service projects in needy

T he purpose of a Rotary e-club is to extend Rotary


to business, professional and community
leaders in any Rotary District who are unable
communities where no member resides. Rotary
E-Club One is a good example of a pure Rotary
e-club.
to meet traditional attendance requirements.
Inability to attend a traditional Rotary club could
be the result of demanding business or professional
What is a hybrid Rotary
commitments, extensive travel, confinement due e-club?
to ill health or disability, or residence beyond
A hybrid Rotary e-club conducts most of its Rotary
reasonable distance from an existing Rotary club.
business on the Internet, but meets face-to-face
What are the 5 key goals of once a month for a dinner meeting. A hybrid Rotary
e-club is a good option when all the members live
every Rotary e-club? within a relatively compact geographic area that
When Rotary E-Club One received its charter enables them to travel to the monthly face-to-face
on 4 January 2002, the Board of Directors of RI meeting. Rotary service projects are undertaken
prescribed 5 key goals, all of which now apply to within the geographic area and beyond. Rotary
every Rotary e-club: E-Club of 3310 Singapore is a good example of a
hybrid Rotary e-club.
ŸŸ Use the Internet to retain Rotarians who
would otherwise be lost to Rotary. What is the Rotary
ŸŸ Use the Internet to attract new Rotarians.
ŸŸ Use the Internet to facilitate meetings
International naming
ŸŸ Use the Internet to manage service projects. policy for Rotary
ŸŸ Use the Internet for fellowship by creating e-clubs?
a friendly community of like-minded
Rotarians. The Board of Directors of RI has mandated that
the generic name is Rotary e-clubs. This requires
“e-club” to be in lower case letters with a hyphen
What is a pure Rotary
included as shown. The word “Rotary” must always
e-club? precede the word “e-club”. When referring to the
name of a specific Rotary e-club, as named upon
A pure Rotary e-club conducts 100% of its Rotary
its charter document, the letter e must become
business on the Internet.
upper case, for example Rotary E-Club of District
Typically, members have one face-to-face dinner 3310. There has been some confusion about this RI
meeting per year, usually at the RI Convention. naming protocol because it is inconsistent with the
Members are likely to come from a wide geographic international standard which is eTrade, eHealth,
area, which may be global. Rotary service is eBanking, eSecurity, eCommerce, eClub etc with no
undertaken in the community where a member hyphen separating the e.

ROTARY HANDBOOK | 125


What is the URL naming TECHNICAL REQUIREMENTS

protocol for a Rotary e-club? These are the seven basic technical requirements:

The typical method is www.rotaryeclubxxxx.org


the xxxx being the Rotary District number, or the ŸŸ A user-friendly website that makes
geographic location of the Rotary e-club. Here are members and visitors feel welcome
two examples: ŸŸ A secure online members-only clubhouse
ŸŸ http://www.rotaryeclub3310.org to protect members’ privacy

ŸŸ http://www.rotaryeclublatinoamerica.org ŸŸ A secure online forum for members to


share thoughts, ideas and plans
Why “Rotary e-club” and ŸŸ A secure payment system for membership
not “Rotary cyber club”? subscriptions and donations

In 2004, the Board of Rotary eClub One submitted ŸŸ Collaboration software for meetings (eg
a proposal to the Board of RI recommending that GoToMeeting or Glance)
the descriptor “cyber club” be abandoned in favor
ŸŸ Free voice communications (eg Skype or
of “eClub”. The proposal was based on the premise
Freshtel Firefly)
that Rotary, as an international NGO, should follow
the established naming protocol of the United ŸŸ An online make-up registration system
Nations - eGovernment, eTrade, eCommerce, for visiting Rotarians.
eBanking, eHealth etc. The Board of RI endorsed
this proposal and issued a directive that online
Rotary clubs must no longer be referred to as
“cyber-clubs”. Additionally, the Board of RI directed
that the word “eClub” must always be preceded
with the word “Rotary”.

126 | ROTARY HANDBOOK


Guide to Corporate Membership

D o you know a local professional who wants


to be part of Rotary, but is worried about
having enough time? Do you want to establish a
people can be members of a Rotary club. The club
offers corporate membership to individuals based
on their employment at a corporation or other
connection or partnership with an area business entity.
or corporation? If the answer is yes, corporate
memberships might be an option for your club.
Who pays for the corporate
What is a corporate members’ dues?
membership? MODEL-A: A company pays or subsidizes dues
A corporate membership allows Rotary clubs to for the primary member. Dues are not charged
involve a corporation — or any business, nonprofit, for alternate members (often 1-3 others) who
or government entity — in Rotary by offering an can attend club meetings in place of the primary
alternative membership package to some of its member.
employees. Having corporate members increases
the club’s membership while expanding its network MODEL-B: The club charges a company a flat
and visibility in the community. Members gain rate for a certain number of corporate members
access to the fellowship and service opportunities (often 3-5) and all may regularly attend the club’s
of Rotary with the possibility of a much smaller meetings.
time commitment. CORPORATE MEMBER LEAVES
THE CORPORATION? If the individual isn’t leaving
How corporate memberships
the community, the club is encouraged to off
membership. work?
As many employees, as the club decides, can
How does corporate
join together as members of Rotary. One will be
membership work? considered the primary member, while the others
Your club can define corporate membership will act as alternates with the option of attending
however it chooses, as long as you document meetings either for themselves or on behalf of the
in your club bylaws how the expectations and primary member.
benefits of this membership type differs from
Although the business entity isn’t a Rotary member,
traditional membership. Corporate membership
involves an agreement with a business, which then it typically pays the dues for its employees’ Rotary
pays for or subsidizes the dues for employees who membership and may be eligible for a tax deduction
have this kind of membership. Remember that the where permissible by law. The dues for alternate
corporation itself cannot be a club member — only members are significantly discounted.

ROTARY HANDBOOK | 127


ADVANTAGES OF CORPORATE MEMBERSHIP
ŸŸ Flexible schedule. Any of the members who joined together can attend a meeting — or
all are welcome at the same meeting — adding tremendous flexibility and reducing the
time commitment of any one member. 

ŸŸ Cost savings. The price of membership is a fraction of the cost compared to all the
executives paying the full membership dues. 

ŸŸ Community awareness. Executives can meet and socialize with other business leaders
in the club, expanding their understanding of the community’s needs and wants, and get
an insight into how businesses are addressing common concerns.
ŸŸ Global connections. Members of Rotary have instant access to our global network of
1.2 million members in 35,000 clubs around the world. Wherever you’re traveling, there’s
likely a Rotary club with local business and community leaders who will welcome you.
ŸŸ Networking opportunities. Through Rotary, business leaders can make important
contacts that can result in profitable business ventures in the future. 

ŸŸ Commitment to service. Employees of the business recognize and appreciate the
company’s commitment to serving others. Even if employees don’t join the Rotary club,
service becomes part of the corporate culture. 

ŸŸ One-stop source. Rotary is a productive use of an executive’s time. Instead of joining a
variety of boards, each with their own unique focus, time commitment, and cost, Rotary
is a comprehensive source where members can learn about many of the social issues and
concerns in the community. 

ŸŸ Personal satisfaction. Members experience the gratification of knowing that they’re
helping people who may not have the means to help themselves.

For more details refer to Guide to Corporate Membership EN—(619) at ww.rotary.org

128 | ROTARY HANDBOOK


Proposing New Members

E very Rotarian has the privilege and obligation


to seek qualified members. In this way, all club
members can help their clubs in achieving a full
How to Get New Members
Share what Rotary Means to You
representation of the business and professional
life of that community. Membership is the means to Share why you value your Rotary membership:
accomplish Rotary’s mission and goal.
ŸŸ We share common interests and 
have fun. 

General Qualifications: Rotarians are adults of
ŸŸ We make a positive impact in 
our
good character and good business or professional
community through service 
projects. 

reputation, who held or have held an executive
ŸŸ We’re part of a global network 
of
position with discretionary authority in a worthy
friends. 
Emphasize professional benefits
and recognized business or profession.
with colleagues. 

Active Membership: Active members must meet ŸŸ We share business connections 
 and
the above qualifications, as well as live or work expand our professional 
networks. 

within the club’s locality or surrounding area.
ŸŸ We have opportunities to 
develop
Honorary Membership: People who have professional skills.
distinguished themselves by meritorious service in ŸŸ Share Rotary videos and photos of
the furtherance of Rotary ideals may be elected to meaningful initiatives with your social
honorary membership. media network. Wear your Rotary pin
to
initiate conversations about your
Classification: Each active member of a Rotary
involvement with Rotary. 

Club is classified in accordance with the member’s
business or profession. A classification describes ŸŸ Share Information
the principle and recognized activity of the firm
with which an active member is connected or the about your Club and
member’s principle and recognized business or Rotary
professional activity.
Encourage interested prospects to learn more
The club shall not elect a person to active about Rotary clubs and Rotary on your club website
membership from a classification if the club and Rotary.org.
already has five or more members from that
classification, unless the club has more than 50 Offer a club brochure that highlights recent service
members, in which case, the duo may elect a projects and social events.
person to active membership in a classification so Bring them along to a club meeting or your club’s
long as it will not result in the classification making information session for prospective members.
up more than 10% of the club active membership.
Retired members require a classification but are Invite friends, family, co-workers, and colleagues to
not included in a club’s total number for each a club activity or project.
classification.
If a prospective member expresses interest in

ROTARY HANDBOOK | 129


joining your club, make sure they understand members should not be informed that they have
expectations of membership, including club fees. been proposed for membership.

After approval of the new membership has


Propose A New Member been announced, the prospective member is
Once you’ve found a great candidate, follow your fully informed of privileges, expectations and
club’s process for proposing a new member. responsibilities of club membership. He or she is
then asked to complete the proposal form and give
Standard Procedure: The prospective members written permission to publish his or her name and
name is submitted to the board of Directors. The proposed classification to the club membership.
board ensures that the person is fully qualified and
approves or disapproves the proposal within 30 If no objections to the proposal are received within
seven days following the publication of the name
days. The proposer is notified of the decision by the
and proposed classification, the club secretary
club secretary.
reports the new member’s name via www.rotary.
Note: Until approval is granted, prospective org.

130 | ROTARY HANDBOOK


New Member Induction

ŸŸ Designate the appropriate club member (sponsor) to invite each prospective member to join
and introduce him in the ceremony.
ŸŸ Hold a meaningful ceremony to induct new members. Include their families and involve the
entire club.
ŸŸ Give new members a welcome kit that includes club and Rotary resources that they will find
useful:

ss Membership certificate
ss 4-Way Test Plaque.
ss Rotary Information booklet.
ss Club’s Constitution and Bylaws.
ss Club Roster and Club History

ŸŸ Celebrate the addition of new members to your club. Announce it on your club’s website,
social media pages, and newsletter.

Suggested formal Induction of a New Rotarian


Fellow Rotarians,

It is my privilege and pleasure tonight to welcome Mr. _______________________________________ into the


membership of our club. His application has been approved in accordance with the constitution and
bylaws of the club and he has paid all his dues.

Would the Sgt-at-arms, please escort Mr _______________________________________ and his gracious wife and his
proposer Rtn. _______________________________________ to the dais?

After thanking the sgt-at-arms,

May I request Rtn _______________________________________ (Proposer) to introduce Mrs. & Mr. ___________________
____________________ to our august gathering.

Proposer (Rtn ) introduces Mrs. & Mr _______________________________________

(President):

Thank you Rtn _______________________________________ (Proposer). Now, I would request Rtn____________________


___________________ (any senior PDG or PP) to induct Mr_______________________________________to the Rotary club
of_______________________________________ and may I request the Sgt-at-arms to escort Rtn _______________________
________________ to the dais.

(Person who is inducting): Thank you President. Dear Friends, Mr _______________________________________ has
been invited to join the R.C. of _______________________________________

ROTARY HANDBOOK | 131


We believe that Mr _______________________________________ possesses the qualities of a Rotarian. We know that
you are well aware of Rotary and have accepted the obligations and responsibilities of Rotary.

In our club, you will be entrusted with the classification _______________________________________ This
classification will remain in your care as long as you are prepared to honor the Rotary ideals of Service
above Self, and to represent faithfully the ideals of Rotary to your business and professional colleagues
and to the community at large. We know that, you will find inspiration and satisfaction in service and
enjoyment in the fellowship of this club and of the worldwide Rotary movement.

I am feeling honored in presenting to you the lapel pin, which will be worn by you at all regular meetings,
in other functions and this club literature, which I recommend for your study.

Every Rotarian is attached to a committee. Rtn _______________________________________ (Committee Chairman);


would you kindly come forward and welcome Rtn_______________________________________ (new member) to
your committee?

Rtn _______________________________________ will be your counselor/mentor and will assist you in learning more
about Rotary objectives and procedures.

(President): Thank you Rtn _______________________________________ (Inductor). Fellow Rotarians, I present to


you Rtn _______________________________________ and Rtanne _______________________________________ Let us all join
in welcoming them both to the Rotary club of _______________________________________ and to the worldwide
fellowship of Rotary International.

(The ceremony can be modified to suit the practice of the club.)

132 | ROTARY HANDBOOK


Optimize your membership experience

ŸŸ Attend as many club meetings and events as you can. Connect with different people each
time.
ŸŸ Volunteer your skills and take on a role such as committee member, greeter, or webmaster.
ŸŸ Identify a need in your community and suggest a hands-on project that addresses it.
ŸŸ Participate in, or offer your expertise to, a club leadership development program.
ŸŸ Tell friends and colleagues how your club is giving back to your community, and emphasize
the unique opportunity Rotary provides for networking with leaders in many professions.
ŸŸ Get involved with your club’s international service projects.
ŸŸ Browse Rotary service projects worldwide at rotary.org/ showcase.

ŸŸ Join a Rotary discussion group to connect with others who share your interests.

ŸŸ Discover Rotary voices from around the world at blog.rotary.org.
ŸŸ Stay up-to-date by subscribing to newsletters from Rotary International at rotary.org/
newsletters, reading your club and district newsletters, and visiting your club and district
websites and Rotary.org.
ŸŸ Help your club or district raise funds to eradicate polio.
ŸŸ Set a personal contribution goal in support of your club’s Annual Fund giving goal, or donate
through The Rotary Foundation’s recurring giving program, Rotary Direct.
ŸŸ Propose a friend or colleague for membership in your club. Ask your club leaders how you
can get involved in Rotary Youth Exchange, Interact, or Rotaract.

ŸŸ Talk to club leaders about where your expertise is most needed.

ŸŸ Visit Rotary Ideas to get ideas for club projects or contribute to another club’s project.

ŸŸ Post a finished service project on Rotary Showcase to share your success and inspire others.

ŸŸ Attend your club’s next assembly and help plan club activities.

ŸŸ Volunteer to help with your club’s signature project — one your club is known for in the
community.

ŸŸ Check out the Member Center and other resources on Rotary.org.

ŸŸ Join a Rotary Fellowship and meet Rotarians from other countries who share your interests.

ŸŸ Go to your district conference and the Rotary International Convention.

ŸŸ Check out another Rotary club’s meeting. Contact its leaders first to make arrangements.

ŸŸ Take a course on the Learning Center.

ROTARY HANDBOOK | 133


Training and Skill Building year’s accomplishments. Rotary members and
their families are invited to attend and enjoy the
Your club may offer new members a formal inspirational speeches and entertainment and the
orientation to acquaint them with Rotary and the
acquaintances they make. These in-person training
club. Members can also take courses on topics that
meetings and events are great ways to meet people
interest them in the Learning Center (learn.rotary.
who share an interest in service and the community.
org) or join Rotary discussion groups to learn
more. Your club may offer leadership training as Districts also hold role-based training events
well. Talk to your club mentor or club leaders and for club presidents, secretaries, treasurers, and
find out how you can get involved. committee chairs and for members serving as
Your district also runs seminars on Rotary
topics assistant governors and district committee chairs.
such as membership, public image,
The Rotary When you get involved as a speaker or trainer,
Foundation, and grant management, for all you’ll learn skills, like project management, public
interested members. All districts also hold speaking, and event planning, which can also help
annual district conferences to celebrate the you in your personal and professional life.

Statement of conduct for working with


youth

R otary 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.

134 | ROTARY HANDBOOK


Rotaract

What is Rotaract? After Interact


Rotaract offers Interact alumni the perfect way

R otaract is a service club for young people


ages 18 to 30 who are dedicated to finding
innovative solutions to the world’s most pressing
to build on the good you
did in your community
through Interact. If your university or community
doesn’t have a Rotaract club, work with your
challenges while developing leadership skills and sponsor Rotary club to organize one for Interact
making friends from around the world. alumni and other young people who are interested
Rotaract clubs decide how to organize and run in taking action to improve lives.
their own clubs, manage their funds, and plan and
carry out activities and service projects that are Establish a Base
important to their communities. Rotary clubs that Each Rotaract club is based either at a school or
sponsor Rotaract clubs offer guidance and support in a community. A school- based club draws its
and work with Rotaractors as partners in service. members from one school, university, or college,
while a community-based club draws members
from all over the community.
Starting A Rotaract Club
Take Action If your Rotaract club is based in a school, university,
When you start a Rotaract club, you connect a or college, any eligible student regardless of age
group of committed, enterprising young people may join, as allowed by the school’s policies.
with Rotary members who can turn their ideas into Community-based clubs are open to community
action. members ages 18-30.

A successful Rotaract club depends on a dedicated Whether your club is based in a school or in your
sponsor Rotary club. Rotary members work community, meetings can take place in person,
alongside Rotaractors to improve lives locally online, or a combination of both. This makes
and globally. They connect Rotaract clubs with Rotaract a flexible option for rural communities,
new opportunities, partner with them on local traveling professionals, and university students
and international service projects, and mentor who are studying abroad or seeking a degree
members to become club and community leaders. online.

In your Rotary Club Find Members


Make Rotaract the topic at your next Rotary club When you’ve decided whether to base your club at
meeting. Consider the many ways a Rotaract club your school or in
your community, you can begin
could benefit your community and club. Discuss looking for prospective members. Invite students,
what kind of Rotaract club your community needs: young professionals, and service-minded young
community- or school- based. Team up with club people, including those from diverse backgrounds
members who want to support young leaders in to learn more about Rotaract. Help young people
your area. who are already connected to Rotary — family
members of Rotarians, Interact and RYLA alumni,
In your Community and former Youth Exchange students — discover
If you’re a young person looking for a Rotaract club, new opportunities through Rotaract. Use your
check with your university or contact a local Rotary professional and community networks to promote
club to see if your area has one. If your university or the club to employees or interns at local businesses,
community doesn’t have a Rotaract club, organize members of community centers, and youth groups
a group of dedicated young leaders and contact a at places of worship.
local Rotary club to get started.

ROTARY HANDBOOK | 135


School-based clubs should work with school Celebrate 

officials or a faculty adviser to find students who
might be interested in joining a Rotaract club. When the certificate arrives, it’s time to celebrate
your new Rotaract club. In addition to recognizing
For a community-based club, hang posters in
the partnership between the Rotaract club and your
public areas where young people get together
sponsor Rotary clubs, this event can also strengthen
to study, play sports, or connect with peers. Give
the connection between Rotaractors and your
promotional materials to community partners and
Rotary district. Invite Rotaractors, Interactors,
promote Rotaract through social media.
alumni, family members, school administrators
Meet with potential members to answer their and teachers, community partners, Rotarians, and
questions and confirm their interest in starting a district leaders. 
There’s no standard ceremony for
Rotaract club. This is a good time to decide when, chartering a Rotaract club, inducting members, or
where, and how (online, in person, a combination recognizing officers. You decide how to celebrate
of both) the new club will meet. these events in a way that will be meaningful to
your club and community. You can honor Rotary
Elect Officers
traditions, with help from your sponsor club, or
Each Rotaract club has a president, vice president,
establish your own traditions. Present new club
secretary, treasurer, and board of directors. Clubs
members with an identification card or special
can create additional officer posts and define
recognition of their commitment, such as member
their roles in the club’s bylaws. Learn more about
pins or certificates available from Rotary’s licensed
officers’ roles in this handbook and find information
vendors. And don’t forget to share photos and
on officer elections in the Standard Rotaract Club
stories on social media. 

Constitution and recommended bylaws.

Make it Official Connect with Rotary


Here’s how to charter your Rotaract club: Let Rotary know that your club is active by
ŸŸ Complete the Rotaract Club Certification reporting its club and membership information.
Form, adopt the Standard Rotaract Club Rotaract club presidents are required to update
Constitution, customize the recommended this information whenever it changes and confirm
bylaws as needed, and obtain the required it in Rotary’s records by 30 June each year through
signatures from your sponsor Rotary club(s) the Club Administration page on My Rotary. If
and district governor. 
 your club has an adviser, you also need to report
their name and contact information each year.
ŸŸ Scan your completed form and send it to
rotaract@rotary.org. You can also fax or mail Keeping Rotary updated about your club ensures
a copy of the original form to the appropriate that your contact information is listed correctly in
Rotary International office. 
 the Worldwide Rotaract Directory. Your club will
ŸŸ Pay the $50 organization fee by check or also receive the latest news about Rotaract and the
wire transfer, or by contacting your financial Rotaract Preconvention and have access to Rotary’s
representative. Submit proof of payment, online tools and resources.
along with your completed form, by email,
Clubs that do not report their club information for
fax, or mail to the appropriate Rotary
two consecutive years will be terminated.
International office. The sponsor Rotary
club(s) pay to certify the new Rotaract club. 

You’ll receive your certificate of organization four
Rotary Sponsors & Advisors
to six weeks after Rotary receives your completed Sponsor Rotary Clubs
form and proof of payment. Rotary will email it to Now that the club is official, Rotaractors can
the sponsor Rotary club’s president to sign and decide how to meet, organize service projects and
present to the new Rotaract club. 
 activities, and manage their own finances. But
the

136 | ROTARY HANDBOOK


partnership between Rotaract and the sponsor advisers offer is universal. Here are some ways you
Rotary club is still important for both clubs to can help your Rotaract club succeed:
grow and thrive. Hold joint meetings for planning,
assign Rotary members as mentors, and find an Facilitate (For Advisers)
enthusiastic adviser who can effectively connect
ŸŸ Attend meetings, including Rotaract board
Rotary and Rotaract.
meetings, and act as a liaison between the
Rotary clubs can partner with other clubs in the Rotary club and Rotaractors. 

district to co-sponsor
a Rotaract club. Up to three
Rotary clubs can sponsor a Rotaract club. When ŸŸ Provide guidance during officer elections. 

clubs co-sponsor, they share the responsibilities ŸŸ Help maintain accurate club records and
of supporting and mentoring Rotaractors and
manage club funds. 

strengthening local Rotary connections.
ŸŸ Ensure that the club president provides
Sponsor Rotary clubs are also encouraged to
updated club and member 
information to
budget to help Rotaract club leaders attend all
necessary district training meetings. Rotary every year. 

ŸŸ Help coordinate the Rotaract club calendar
Rotaract Advisers of events with your 
 Rotary club or
Rotaract advisers serve as mentors and club university schedule. 

contacts for Rotaract clubs. They support the day-
to-day operations of Rotaract clubs, function as
the primary club liaison to the sponsor Rotary Mentor And Motivate 

clubs, and connect Rotaractors with service and
leadership opportunities and Rotary resources. ŸŸ Create mentorship and professional
Advisers can be Rotarians in the sponsor Rotary development opportunities that match
club, school administrators or faculty, parents, or
Rotary club members with Rotaractors
community volunteers. Former Rotaract members
based on interests, career path, or
also make excellent advisers. Although only one
adviser can be reported to Rotary International expertise. 

for each Rotaract club, Rotaractors benefit from
ŸŸ Offer advice and expertise during project
having several advisers who can help mentor and
support their club. planning and implementation. 

University-based Rotaract clubs must have a faculty ŸŸ Involve Rotaract members in Rotary club
adviser who ensures that clubs carry out activities meetings and events in meaningful ways
with the university’s full cooperation.
that motivate them to want to join Rotary
in the future. 

How Sponsors and
Advisers
can Support ŸŸ Encourage them to build strong, flexible,
and innovative clubs that support Rotary’s
Rotaract Clubs

strategic plan. 

Although Rotaract activities vary depending on
local custom, the support that sponsor clubs and

ROTARY HANDBOOK | 137


Learn Together 
 Promote Rotaract

ŸŸ Invite Rotaractors to your district § Recognize Rotaractors’ accomplishments


conferences and attend district Rotaract at your club meetings and events. 

training events. 
 § Encourage clubs to earn the Rotary
ŸŸ For sponsor Rotary clubs, pay for and Citation for Rotaract Clubs and to
strongly encourage Rotaract club officers, nominate their service projects to receive
directors, and committee chairs to attend a Rotaract Outstanding Project Award. 

training events to share ideas and network § Commemorate World Rotaract Week
with Rotaract and Rotary leaders. 
 each March with a joint project or activity.

ŸŸ Talk with Rotaract leaders to learn what § Share how Rotaract makes a difference
strategies they use to promote Rotaract, in your community during Youth Service
train emerging leaders, and help clubs Month in May.
grow. 
 § Promote Rotaract in the community and
ŸŸ Attend the annual Rotaract help clubs develop promotional materials
Preconvention to exchange ideas, learn using the customizable templates
from engaging speakers, and enhance the available in the Brand Center. 

connection between Rotaract and Rotary
internationally. 
 Strengthen Rotary Connections 

§ Encourage Rotaractors to serve as mentors
for Interactors or volunteers at RYLA events.

Partner to Serve 

§ Design a New Generations Service
ŸŸ Volunteer at Rotaract club service Exchange that gives Rotaractors the chance
projects and invite Rotaractors to join to combine their professional goals with a
your club’s projects and fundraisers. 
 humanitarian project in another country. 

ŸŸ Develop joint service projects that § Encourage Rotaractors to apply for a
build on each club’s strengths and give scholarship or Rotary Peace Fellowship. 

Rotaractors the chance to take the lead.
 § Invite Rotaractors to join your Rotary club
ŸŸ Involve Rotaract clubs in your global while continuing as members of their own
grant projects to give them experience Rotaract club. 

working on large, international
projects. 
 Rotary Resources
ŸŸ Help Rotaract clubs develop Online Tools
sustainable service activities that align Brand Center — Customize and download
with Rotary’s areas of focus. 
 Rotaract club logo, promotional materials, and
more.
ŸŸ Guide members in developing
strategies to meet their financial, Rotary Showcase — Be inspired by completed
logistical, and equipment needs for service projects, and post activities for everyone to
see.
projects and activities. 

Rotary Ideas — Find service ideas or seek

138 | ROTARY HANDBOOK


contributions, volunteers, materials, or partners Rotaract clubs that are achieving goals aligned
for your projects. with Rotary’s strategic plan and making a positive
difference.
Discussion groups — Share your experiences
and ideas with members around the world.
Communications and
Rotaract Facebook page — Connect with Publications
Rotaractors and the Rotarians who support them.
Young Leaders in Action — Monthly newsletter
Rotaract Twitter

Rotary International covering Rotary’s programs for young leaders,
Instagram including Rotaract
Visual Identity Guidelines: Rotary’s Programs
Events and Awards for Young Leaders — Provides inspiration and
World Rotaract Week — Celebrate Rotaract’s best practices related to logos, color palettes,
global impact during the week that includes 13 typography, and more
March, Rotaract’s anniversary, from Monday to Policy Related to Rotaract
Sunday.
Rotaract Club Certification Form
Rotaract Outstanding Project Awards —
Recognize Rotaract clubs that are making a positive Standard Rotaract Club Constitution
difference through their exceptional community or Recommended Rotaract Club Bylaws
international service projects.
Responsibilities of Sponsorship for Rotary
Rotary Citation for Rotaract Clubs — Recognize Clubs

ROTARY HANDBOOK | 139


Rotaract Club Certification Form

R otaract is a club for adults ages 18 to 30 who are dedicated to community and international service. Rotaractors
develop leadership and professional skills and build connections worldwide. Each Rotaract club may be
sponsored by one to three Rotary clubs. Before certification, the club must adopt the Standard Rotaract Club
Constitution and Recommended Rotaract Club Bylaws.
To officially certify a Rotaract club:
1. Pay the US$50 certification fee. Contact your district’s Rotary International Financial Representative for fee
payment options and instructions.
2. Complete all required fields (marked with an asterisk) on this form.
3. Obtain the signatures of the sponsor Rotary club president(s), Rotaract adviser, Rotaract club president, and
district governor. Rotary will not certify the club if any signature is missing.
4. Submit the completed form by email (rotaract@rotary.org), or by mail or fax to the appropriate Rotary
International office.
Once Rotary receives your form and payment, it will take four to six weeks to certify the club and prepare the
certificate. Even before the official certificate arrives, members of the Rotaract club can meet, organize, and take
action in the community.

Rotaract Club Name and General Contact Information


*Rotary district number ______________________________
*Rotaract club name _________________________________________________________ Founded on ________________________
(date) (name of month) (year)

*Rotaract club base (check one): � School � Community


*In what language does the Rotaract club prefer to receive correspondence? (check one):
� English � French � Italian � Japanese � Korean � Portuguese � Spanish
City _________________________ *State/Province ___________________________*Country ________________________________
Rotaract club email _______________________________________ Rotaract club website ________________________________

Rotaract Club President Information


*First name ____________________________________________*Last/Family name _______________________________________
*Is the Rotaract president a Rotarian? � Yes � No If yes, share your membership ID number if known: _______________
*Rotaract president’s email ________________________________________________________________________________________
(Enter the email address associated with your My Rotary account or your individual email address. Do not use a
shared or club email address.)
*City _____________________________ *State/Province ___________________________*Country ___________________________
*In what language does the Rotaract president prefer to receive correspondence? (check one):
� English � French � Italian � Japanese � Korean � Portuguese � Spanish
Personal data you share with Rotary will be used only for official Rotary business. The personal data you provide
will primarily be used for Rotaract club-related activities and will be shared with your sponsoring Rotary club and
district officers and their delegates. Personal data collected on this form is subject to Rotary’s Privacy Policy. By
signing below, you agree to share the contact information you provided above with Rotary International and accept
Rotary’s Privacy Policy.
_____________________________________________________________ _________________________________________________________
*Rotaract president’s name (printed) *Rotaract president’s signature

140 | ROTARY HANDBOOK


Rotaract Adviser Information
The Rotaract adviser may be a Rotarian, faculty member, or community leader who supports the Rotaract club.
Although several people may serve in this role, Rotary International asks that only one person be reported as an
adviser each Rotary year (1 July – 30 June).

*First name ________________________________________ *Last/Family name___________________________________________


*In what year(s) will this adviser serve? (check all that apply): � Current Rotary year � Next Rotary year
� Year following next Rotary year
*Is the Rotaract adviser a Rotarian? � Yes � No If yes, share your membership ID number if known: _________________

*Rotaract adviser’s email __________________________________________________________________________________________


(Enter the email address associated with your My Rotary account or your individual email address. Do not use a
shared or club email address.)

*City ______________________*State/Province __________________________*Country ___________________________________


*In what language does the Rotaract adviser prefer to receive correspondence? (check one):
� English � French � Italian � Japanese � Korean � Portuguese � Spanish

Personal data you share with Rotary will be used only for official Rotary business. The personal data you provide
will primarily be used for Rotaract club-related activities and will be shared with your sponsoring Rotary club and
district officers and their delegates. Personal data collected on this form is subject to Rotary’s Privacy Policy. By
signing below, you agree to share the contact information you provided above with Rotary International and accept
Rotary’s Privacy Policy.

_______________________________________________________________ _________________________________________________________________
*Rotaract adviser’s name (printed) *Rotaract adviser’s signature

Sponsors
Rotaract clubs may be sponsored by one to three Rotary clubs within the boundaries of the district in which they are
located; district governors must approve in writing any additional Rotary club sponsors after carefully considering
whether it is in the best interest of the Rotaract club. List all sponsor clubs and provide the names and signatures of
the president of each.

By signing below, I affirm that I understand and accept the provisions of the Policy Related to Rotaract and the
Standard Rotaract Club Constitution and Recommended Rotaract Club Bylaws. I agree to mentor club members,
guide them in service, and ensure that Rotary receives club leadership contact information annually.

__________________________________________ ___________________________________________ __________________________________________


Rotary club name President’s name (printed) President’s signature

__________________________________________ ___________________________________________ __________________________________________


Rotary club name President’s name (printed) President’s signature

__________________________________________ ___________________________________________ __________________________________________


Rotary club name President’s name (printed) President’s signature

District Governor’s Endorsement


By signing below, I approve the establishment of the Rotaract club. I will support and promote the club, connect its
members with other clubs, and include its members in district service and training events. I will consider appointing
a district Rotaract committee to strengthen connections between Rotaract and Rotary.

___________________________________________________________ _____________________________________________________________________
*District governor’s name (printed) *District governor’s signature

ROTARY HANDBOOK | 141


Interact

What is Interact? bring new energy to a Rotary club, inspire fresh


ideas for service, increase support of projects, and

I nteract is a Rotary-sponsored service club for


young people. Made up of members ages 14-18 or
secondary-school age, Interact gives young people
help develop future Rotarians.

Through their service activities, Interactors


an opportunity to participate in fun, meaningful
learn the importance of
service projects. Along the way, Interactors develop
their leadership skills and initiative while meeting ŸŸ Developing leadership skills and
new friends. personal integrity 

When RI President Harold T. Thomas traveled ŸŸ Demonstrating helpfulness and respect
the world during his year in office in 1959-60, he for others 

discovered a deep and widespread feeling among ŸŸ Understanding the value of individual
Rotarians that Rotary’s potential for developing responsibility and hard work 

youth service had not been fully realized. In 1960,
ŸŸ Advancing international understanding
Thomas appointed a committee of five Rotarians to
and goodwill 

explore the issue, and two years later, 23 students
at Melbourne High School in Melbourne, Florida,
USA, came together to form the first Interact club. What does an Interact club
The word Interact stands for “international action,” do?
and today nearly 200,000 young people in more
than 110 countries belong to some 8,700 clubs, Within the Interact program, all clubs undertake
making Interact a truly international phenomenon. activities to enhance leadership skills, serve
All over the world, young people are spreading their community, and expand international
fellowship and international understanding understanding. Together, these activities ensure
through a wide array of Interact service activities. a balanced club program and provide important
experience and opportunities for the personal
How does Interact fit into development of each Interactor.

the Rotary family? Service Above Self is Rotary’s foremost guiding


principle. An Interact club’s service projects are
Organizing an Interact club is one of the most designed to improve the quality of life at home
rewarding activities a Rotary club can undertake and abroad. These projects often address today’s
in its community. The Interact program gives most critical issues, such as violence, drug abuse,
Rotarians the opportunity to mentor promising AIDS, hunger, the environment, and illiteracy. Each
young men and women interested in serving their Interact club is required to complete at least two
own communities as well as the global community. major service projects annually, one to serve the
Rotarians also act as resources for Interactors who community and another to promote international
are on the path toward becoming professionals and understanding.
community leaders. In turn, an Interact club can

142 | ROTARY HANDBOOK


Organizing an Interact Club in mind that Youth Exchange students and RYLA
participants may be excellent Interact
Getting Started
Holding an Informational Meeting
A Rotary club interested in sponsoring an Interact
Once you have identified the membership base,
club should form an Interact subcommittee (of
your Rotary club is ready to convene an informal
its community service committee) of at least five
informational meeting for the prospective
members. As part of the information-gathering
members. The Interact subcommittee, the Rotary
process, the subcommittee should study the
club president, and the district Interact chair
requirements of sponsorship and consult with
should attend the meeting. Also invite Interactors
the district Interact chair to learn how other
from nearby clubs who can share their experiences
Interact clubs function in the district. Next, the
and answer questions.
subcommittee should make a presentation to
the entire Rotary club, emphasizing that the At the meeting:
involvement of Rotarians is essential to the success
- Give the students a general idea of Rotary’s
of an Interact club and highlighting the rewards of
history and commitment to young people. 

sponsoring service-minded young people.
- Explain the policies and goals of Interact,
After the Rotary club board approves the including a description of some recent Interact
sponsorship of an Interact club, the club must service projects. 

decide whether its Interact club will be community- - Show the video Serious Fun (650-EN). 

based or school-based.
- Provide copies of the Interact Brochure (600-
ŸŸ A community-based club draws its members EN), which prospective Interactors can give to
from several schools within the locality of the friends who may be interested. 

Rotary club, and the Rotarian adviser must - Give the prospective Interactors plenty of time to
attend all of the club’s meetings. ask questions and share their ideas for projects
ŸŸ A school-based club draws its members from for the new club. 

one school, and the Rotarian adviser is required - Take a vote at the end of the meeting to confirm
to attend only the club’s board meetings. that there is enough interest to establish an
Interact club. 

Sponsoring a school-based club requires a member
of the subcommittee to meet with school officials to - Distribute membership application forms. 

explain the program and its advantages. Rotarians Holding Organizational Meetings
and school officials should continue to work Once a group of prospective Interactors has been
together to determine membership requirements, assembled, you can begin to hold organizational
the time and location of the Interact club’s meetings, meetings to plan the club’s activities. Keep the
and other policies. enthusiasm level high by holding the meetings no
more than two weeks apart, and be sure to keep a
Identifying the Membership Base
record of the names and phone numbers or e-mail
When you have determined the type of Interact addresses of those who attend so you can invite
club to start, it’s time to develop a recruitment them to future meetings. Encourage them to invite
strategy. To identify eligible youth, you may wish to friends.
start with the sons, daughters, and other younger
family members of Rotarians in the area. Also keep Each Interact club’s development is unique.

ROTARY HANDBOOK | 143


Although holding a particular number of meetings International. These bylaws are subject to the
isn’t required before a club can be certified, several approval of the sponsoring Rotary club.
issues should be addressed and actions taken
The Interact Club Organization List should then
during the organizational phase:
be filled out, listing all charter members who have
ŸŸ Hold elections for president, vice president,
committed to attending a minimum of 60 percent
secretary, treasurer, and other officers. Provide
of the club’s service and social activities. The
the officers with copies of their responsibilities
completed list must be signed by the sponsoring
outlined in chapter 4 of this handbook.
Rotary club president and the district governor and
ŸŸ Aim to include equal numbers of students from sent to RI World Headquarters or the international
each grade level or age group. office serving your area. Once the Interact club
ŸŸ Discuss and establish annual club dues. has been certified, the sponsoring Rotary club will
ŸŸ Determine where and when the club meetings receive a certificate that can be presented to the
will be held (clubs must meet at least twice a newly formed club.
month).
ŸŸ Begin preliminary planning for service RI Documents pertaining to
activities, fundraising events, and the inaugural Interact
ceremony.
ŸŸ Familiarize members with the constitutional (Available on rotary.org)
documents. Interact Handbook Interact Club
Organization List
Interact Club Chartering Checklist
Standard Interact Club RI Publication Order
ŸŸ Adopt Standard Interact Club Constitution. Constitution Form

ŸŸ Complete Interact Club Organization List. Standard Interact Club Incoming Interact
Bylaws Officer Data Form
ŸŸ Have the list signed by sponsoring Rotary
club president and district governor. Statement of Policy Interact Project Data
Relating to Interact Form
ŸŸ Send list to RI World Headquarters or
international office for your area. RI Forms, Guidelines, District Interact
and Contact Information Representative Form

Chartering the Interact Club Statement of Conduct for


When a prospective Interact club has achieved Working with Youth
a strong base of members, it should be ready to
proceed with applying for official RI certification. A Rotary International is committed to creating and
minimum of 15 charter members is recommended. maintaining the safest possible environment for all
In accordance with the Statement of Policy participants in Rotary activities. It is the duty of all
Relating to Interact, the prospective club should Rotarians, Rotarians’ partners, and any volunteers
first adopt the Standard Interact Club Constitution to safeguard to the best of their ability the welfare
and all its amendments. It should also adopt of and to prevent the physical, sexual, or emotional
bylaws consistent with the Standard Interact Club abuse of children and young people with whom
Constitution and policy established by Rotary they come into contact through Rotary.

144 | ROTARY HANDBOOK


Interact Club Certification Form

I nteract is a club for young people ages 12 to 18 that empowers them to take action, become leaders,
and gain a global perspective. Each Interact club is sponsored by one to three Rotary clubs. Before
certification, the club must adopt the Standard Interact Club Constitution and Recommended Interact
Club Bylaws. There is NO fee for certifying an Interact club.
To officially certify an Interact club:

1. Complete all required fields (marked with an asterisk) on this form.


2. Obtain the signatures of the sponsor Rotary club president(s), Interact adviser, and district governor.
Rotary will not certify the club if any signature is missing.
3. Submit the completed form by email (interact@rotary.org), or by mail or fax to the appropriate
Rotary International office.

Once Rotary receives your form, it will take four to six weeks to certify the club and prepare the certificate.

Rotary will email it to the sponsor Rotary club president(s) to sign and present to the new Interact club.
Even before the official certificate arrives, members of the new Interact club — under the guidance of the
sponsor club — can meet, organize, and take action in the community.

INTERACT CLUB NAME AND GENERAL CONTACT INFORMATION


*Rotary district number _________________________________

*Interact club name _________________________________________________ Founded on _________________________________


(date) (name of month) (year)

*Interact club base (check one): � School � Community

*In what language does the Interact club prefer to receive correspondence? (check one):

� English � French � Italian � Japanese � Korean � Portuguese � Spanish

City ____________________________ *State/Province ___________________________ *Country _____________________________

Interact club email ___________________________________________ Interact club website _____________________________

INTERACT ADVISER INFORMATION


An Interact adviser may be a Rotarian, a school faculty member, or another adult who works with the
Interact club. Although several people may serve in this role, Rotary International requires only one
person, preferably a Rotarian, to be reported as an adviser each Rotary year (1 July – 30 June).

*First name ______________________________________________ *Last/Family name_____________________________________

*In what year(s) will this adviser serve? (check all that apply): � Current Rotary year � Next Rotary year
� Year following next Rotary year

ROTARY HANDBOOK | 145


*Is the Interact adviser a Rotarian? � Yes � No If yes, share your membership ID number if known: __________________

*Interact adviser’s email ___________________________________________________________________________________________


(Enter the email address associated with your My Rotary account or your individual email address. Do not
use a shared or club email address.)

*City _________________________________ *State/Province ______________________________ *Country ___________________

*In what language does the Interact adviser prefer to receive correspondence? (check one):
� English � French � Italian � Japanese � Korean � Portuguese � Spanish

Personal data you share with Rotary will be used only for official Rotary business. The personal data you
provide will primarily be used for Interact club-related activities and will be shared with your sponsoring
Rotary club and district officers and their delegates. Personal data collected on this form is subject to
Rotary’s Privacy Policy. By signing below, you agree to share the contact information you provided above
with Rotary International and accept Rotary’s Privacy Policy.

__________________________________________________________ _________________________________________________________
*Interact adviser’s name (printed) *Interact adviser’s signature

146 | ROTARY HANDBOOK


RYLA

T he Rotary Youth Leadership Awards (RYLA)


program seeks to provide young adults, ages
14-30, with an opportunity to develop their skills
ideas for service, increase support of community
service projects, and develop future Rotarians.

Originating in 1959 in Queensland, Australia, RYLA


and character while exposing them to Rotary’s
was created as a festival highlighting local youth
values of service, high ethical standards, and peace.
organized
in honor of a royal visit by Princess
RYLAs can be conducted at the club, district, or
Victoria. Through Rotarians’ constant belief in
multidistrict level and usually run from 3 to 10
the potential of youth, RYLA has since become
days. While they can take many different shapes,
an opportunity to help the next generation of
most RYLAs follow a seminar or leadership camp
leaders define themselves and expand their skills.
format.
Officially adopted by Rotary International in 1971,
Through RYLA, you can help develop the qualities of this exciting program engages Rotary clubs and
leadership, citizenship, and personal development districts around the world.
among young people in your community.
Each RYLA shares the following program objectives:

What is RYLA? ŸŸ To demonstrate Rotary’s respect and


Rotary Youth Leadership Awards (RYLA) is an concern for youth 

intensive training program that brings together ŸŸ To encourage and assist young people
youth and young adults; ages 14-30, to further in responsible and effective voluntary
develop character and leadership skills and learn youth leadership by providing them with
about Rotary. RYLAs often take the form of a a valuable training experience 

seminar, camp, or workshop, generally 3-10 days in ŸŸ To foster continued and stronger
length, organized by Rotarians at the club, district, leadership of youth by youth.
or multidistrict level.
ŸŸ To publicly recognize the many young
Participants are nominated by local Rotary clubs, people who are rendering service to their
which often cover all expenses. For these young communities as youth leaders 

adults, this recognition offers the opportunity to
build self-confidence, gain exposure to a variety
of issues and people, meet active community
Program Structure
leaders, and learn valuable information and
career skills. Organizing a RYLA is a complex undertaking
that requires advanced planning and effective
RYLA gives Rotarians the opportunity to mentor
teamwork among all Rotarians involved. Several
promising young leaders serving their own
variables — whether the event is held at the club
communities and beyond. Rotarians serve as
or district level, the age groups served, and the
resources for participants on the path
to becoming
length of the event— shape the RYLA and make
professional and community leaders. In turn, RYLA
each program distinct.
can bring new energy to a Rotary district, inspire

ROTARY HANDBOOK | 147


Organization Participants
The first step toward starting a RYLA in your area is Each RYLA should be planned for youth within
determining the organization of the program. RYLA a focused age range and relative maturity level.
can be run at the club, district, or multidistrict level, For example, youth ages 14-18 are often still in
though most occur at the district level: the process of figuring out who they are, while
participants ages 19-30 may be more settled and
Club-level. If the RYLA is organized at the club-
focused on achieving their life and career goals.
level, the club president will appoint a RYLA
Districts that hold more than one RYLA may
committee to carry out the event, promoting event
consider targeting more than one age range. In
participation and recommending the budget and
such cases, there is generally a progression of
site selection.
leadership concepts and curriculum across those
District-level. The district governor is responsible programs targeted to the 14-18 age group and
for all programs within the district, including those targeted to older participants. In general,
RYLA. The governor appoints a district RYLA chair RYLA organizers should determine the ages of
to communicate and promote RYLA to the clubs youth who will participate in the event, assess their
and to oversee a district committee that organizes needs, and make age-appropriate programming
district-level RYLA. choices.
Multidistrict. RYLA can also be a multidistrict Length and timing
event, where the program is jointly organized by
The duration of RYLAs varies, with most running
more
than one district. In this case, each district
between one day and one week. Consider what you
governor involved must obtain advance approval
want the RYLA to accomplish and the amount of
of two-thirds of the clubs in the participating
time available to the organizers, counselors, and
districts.
participants when determining the length of the
While small-, medium-, and large-scale RYLA events event.
can all be of high quality, programs organized at the
district or multidistrict level often have a greater If you are planning to focus on a more narrow
pool of resources, volunteers, and participants age range, such as ages 16-18, you will have to
from which to draw. take the local school schedule into consideration
when planning longer events. Similarly, if you are
The Role of Clubs
planning an event catered to individuals ages 19-
The support and interest of individual clubs is a 30, keep in mind that young professionals usually
critical element in planning a successful RYLA at have less time available away from work and
any level. Rotary clubs make RYLA happen. Clubs consider holding your RYLA on a weekend.
are often responsible for selecting participants and
Additionally, when scheduling your RYLA, be aware
funding their attendance. Those clubs and districts
of the average weather conditions for the time of
involved in running the RYLA are also charged
year in which you schedule the RYLA, and be sure
with introducing participants to Rotary ideals and
to communicate these to participants so that they
values. In general, clubs are the primary contact
arrive well prepared. Conditions that are too cold
point for most youth participants throughout their
or too hot can limit outdoor activities.
RYLA experience.

148 | ROTARY HANDBOOK


Effective Planning If you haven’t organized a RYLA before, consider
visiting one organized by another club or district.
Committee This is an excellent way to establish contact with
Working on a RYLA involves a great deal of interaction a neighboring district RYLA chair and gather ideas
with young adults, so it is important that those who and recommendations. 

participate have a strong desire to work with youth. The
Budget and Funding
RYLA committee should include an enthusiastic chair
In most instances, RYLA is self-supporting; clubs
and motivated members who are responsible for
pay the costs of the participants they sponsor, and
ŸŸ Program development 
 no additional district funds are necessary. Overall
ŸŸ Publicity and promotion 
 RYLA costs can vary depending on the size and
length of the event. Most program budgets include:
ŸŸ Logistics 

ŸŸ Activities 
 ŸŸ Printing and distribution of promotional
ŸŸ Selection of RYLA organizers and and application materials
counselors. Some committees designate ŸŸ Rental of program venue and any
a program director and program associated costs (normally school allow
administrator to oversee specific aspects of the use of their premise free of charge)
the program, such as program delivery or ŸŸ Equipment and supplies (e.g., speaker
logistical arrangements. 
 system, LCD projector, microphone,
ŸŸ Selection of participants. Rotary clubs computer, photocopier, telephone, fax
typically interview and nominate machine, postage, Rotary and RYLA
outstanding candidates from their informational materials, recreational
area. 
Alternatively, schools can be asked to equipment)
nominate deserving participants. ŸŸ Meals or catering services

Additional tasks may include: 
 ŸŸ Honorariums to guest speakers and
entertainers
ŸŸ Preparing pre-event correspondence and
ŸŸ Transportation for guest speakers
on-site registration 

ŸŸ Transportation of participants 

ŸŸ Developing the budget, tracking
revenues and expenditures, coordinating ŸŸ RYLA merchandise (e.g., certificates, flags,
accounts payable, and managing vendor banners, pins, T-shirts, hats, bags) 

relationships 
 ŸŸ Incidental expenses (e.g., binders, pens,
ŸŸ Overseeing accommodations and meals 
 nametags) 

ŸŸ Establishing connections with schools ŸŸ Securing support or funds from
and youth groups 
 individuals, businesses, foundations,
or even nonprofit or nongovernmental
ŸŸ Publicizing the RYLA to the local media 

organizations can help keep expenses
ŸŸ Assuring the well-being of attendees
down without passing the cost on to the
during the program 

participants or their sponsoring Rotary
ŸŸ Leading small groups of participants
clubs.
during the program 

ŸŸ Conducting recreational, team-building Please visit the RYLA section of the RI Web site at
and social activities 
 www.rotary.org/ryla. 


ROTARY HANDBOOK | 149


Topics Socializing and networking
The RI Board recommends a core curriculum for all Most successful programs include time for informal
RYLAs that covers the following general topics: socializing and networking. Schedule time for
activities that allow participants to interact in
ŸŸ Fundamentals of leadership 
 different settings: a morning warm-up, such as
ŸŸ Ethics of positive leadership 
 yoga or hiking; a quiz show, talent night, or skits;
“RYLA Olympics”; or even a theme dinner..
ŸŸ Importance of communication skills in
effective leadership 
 Best Practices
ŸŸ Problem solving and conflict management 
 Ensure that the energy created during RYLA does
ŸŸ What Rotary is and what it does for the not end with the event itself. There are many ways
community 
 to foster the spirit of leadership in the participants,
ŸŸ Building self-confidence and self-esteem 
 share success stories, and make international
ŸŸ Professional development skills, such as connections after RYLA.
public speaking, interviewing, and time Collect Feedback
management 

The best way to assess the effectiveness of your
ŸŸ Elements of successful service projects and RYLA is
to ask participants and counselors for
other project management skills 
 their perspective. Provide participants with an
ŸŸ Personal development stories designed to evaluation form – at the end of the program and
inspire and motivate 
 possibly at the end of each presentation or activity
ŸŸ Elements of community and global – so they can offer feedback while the details of
citizenship 
 their experiences are still fresh in their minds.

Stay connected after RYLA


While each RYLA has three core areas of focus –
leadership, citizenship, and personal development To maximize the benefit of the participants’
— consider including topics that will experiences, consider ways to stay in touch with
participants, maintain your role as mentor, and
invite the participants to take on new leadership
ŸŸ Build on the leadership potential of the
roles.
participants
ŸŸ Provide the opportunity to sharpen skills Because of their familiarity with and enthusiasm
and put them into practice for the program, past RYLA alumni can act as RYLA
ŸŸ Focus on our collective responsibility to ambassadors in their communities, recruit and
our communities and to the world interview nominees, work as “junior counselors,”
serve on the district RYLA committee, or offer
ŸŸ Reflect issues of local relevance that are
peer support to current RYLA participants. Many
presented in a manner consistent with
districts establish long-lasting ties by maintaining
local customs 

a network that fosters interaction among
ŸŸ Incorporate input from past participants participants and organizers.
on what interests their peers.
ŸŸ Include Group work International RYLA
ŸŸ Debriefing activities The RI-sponsored International RYLA, held
immediately before the RI Convention, focuses

150 | ROTARY HANDBOOK


on developing advanced leadership skills while Rotarians can download a sample 20-minute
leveraging the internationality of the participants. presentation on RYLA at www.rotary.org to help
International RYLA participants must be between them introduce RYLA to Rotary clubs in their
the ages of 18 and 30 and be sponsored by their area or to help promote the program to potential
local Rotary club or district. Often, clubs or participants. This presentation describes the
districts chose their delegate from those attending RYLA program and identifies valuable resources
their local RYLA or other outstanding Rotary youth for RYLA organizers. The presentation can be
program participants. For more information, downloaded and adjusted to suit the presenter and
contact ryla@rotary.org. target audience.

Resources RI FORMS AND GUIDELINES


RI PUBLICATIONS ON RYLA (Available on rotary. The following Web-only resources are available for
org) download at www.rotary.org.

RYLA Handbook Sample RYLA Application (optional)


RYLA Brochure (636-EN) Sample RYLA Evaluation (optional)
RYLA Certificate (695-EN)
RYLA Report Form (to be completed by the RYLA
RYLA Poster (635-MU)
district chair or RYLA organizer)
RYLA 20-minute Presentation

ROTARY HANDBOOK | 151


Rotary Youth Exchange

R otary Youth Exchange is one of many youth


leadership development programs offered by
Rotary.
for students ages 15-19 are sponsored by Rotary
clubs in more than 100 countries.

Exchange students unlock their true potential to:


Living in a foreign country is a powerful way to gain
global understanding and promote peace. Through
ŸŸ Develop lifelong leadership skills
Youth Exchange, students learn a new language,
discover different cultures and customs, and make ŸŸ Learn a new language and culture
friendships that last a lifetime. ŸŸ Build lasting friendships with young
people from around the world
The objectives of the Rotary Youth Exchange
ŸŸ Become a global citizen
program include:

Types of Exchanges
ŸŸ 

Instilling international understanding
and goodwill in students Rotary districts can choose to conduct long-
term exchanges, short-term exchanges, or both.
ŸŸ Creating positive change by empowering
youth
 Exchanges are typically open to students ages 15
to 19, but districts determine the exact age ranges.
ŸŸ Making lasting connections for host
Flexibility in the Youth Exchange program allows it
clubs, host families, communities, and the
to be adapted to fit the needs of any student who
students involved
qualifies.

Rotary districts administer the Youth Exchange


program in collaboration with local Rotary clubs.
A Rotary district is a group of Rotary clubs in a Long-term exchanges usually last one academic
specific area or region. Rotary has approximately year, during which the student lives with multiple
530 districts worldwide. Unlike many exchange families in the host country and is required to
programs, Rotary Youth Exchange is managed attend school.
by volunteers, resulting in relatively low
Short-term exchanges last from a few days to
administrative costs and a strong support network
several months, often take place when school is
of engaged Rotarians. Rotary’s youth protection
not in session, and vary widely among districts.
policies and district Youth Exchange certification
Participants typically stay with a local family in
program ensure that the safety of our youth is the
the host country, but they might also attend a
highest priority.
youth camp or tour the country with students from
Benefits around the world.
Rotary Youth Exchange builds peace one young The Costs
person at a time.
Room and board are provided, as well as any school
Students learn a new language, discover another fees. Each program varies, but students are usually
culture, and truly become global citizens. Exchanges responsible for:

152 | ROTARY HANDBOOK


Youth Exchange chairs, governors, or governors-
ŸŸ Round-trip airfare elect. Accessed in your My Rotary account or by
ŸŸ Travel insurance emailing youthexchange@rotary.org.
ŸŸ Travel documents (such as passports and
List of noncertified districts — Districts must be
visas)
certified to participate in a Rotary Youth Exchange.
ŸŸ Spending money and any additional travel Before initiating a new exchange, check this list to
or tours ensure potential districts are certified.

Rotary Youth Exchange Newsletter —


Youth Exchange Resources Bimonthly newsletter with information and
updates on current Youth Exchange events and
Online Tools
resources.
Protecting Youth Program Participants —
Online course for club- level leaders of youth Youth Exchange Certificate — Presented
programs that provides an overview of Rotary’s to Youth Exchange students at the end of their
key policies on youth protection. Available through exchange. Customizable; requires signature of
district Youth Exchange committee chair.
the Learning Center.
Rotary Youth Exchange Workgroup — Online
Brand Center — Promote your club and district’s
workgroup for current district and multidistrict
Youth Exchange program with custom logos, cards,
Youth Exchange chairs, governors, and governors-
and posters. Find all this and more, including
elect. Contains Youth Exchange resources such as
downloadable Youth Exchange banners, in the
the Youth Exchange Officers Directory, incident and
Brand Center.
early return reporting forms, resource guides, and
Shop Rotary — Download or purchase Youth global communications. Available through your My
Exchange cards to promote short- and long-term Rotary account.
exchanges.
Networking and Regional
Communications and Resources
Publications These resources are not produced by Rotary
Rotary Youth Protection Guide — Designed International. However, Rotary recommends
to help Rotarians provide a safe and secure these resources for districts participating in Youth
Exchange.
environment for participants in Rotary’s youth
programs. Includes sample youth protection guides YEOTalk — Message groups created and
and volunteer agreement. administered by Youth Exchange officers. Available
in Google Groups and Facebook.
Youth Exchange Official Directory — Global
listing of contact information for current district Rotary Youth Exchange Officer resources —
Youth Exchange chairs and multidistrict officers Useful documents created by a regional group of
available for current district and multidistrict Rotary Youth Exchange officers.

ROTARY HANDBOOK | 153


Rotary Community Corps

Community Solutions for Membership in an RCC is open to any adult in
the


community who shares Rotary’s commitment to
Community Challenges service but is not a Rotary member. The RCC model

A Rotary Community Corps is a group of people


who share our commitment to changing the
world through service projects. 
is flexible and can mobilize volunteers from all
walks of life. Meetings typically take place once or
twice per month and dues (if any are set) tend to
Rotary Community Corps members plan and carry be minimal. This flexibility encourages diversity in
out projects in their communities and support membership and allows members to focus solely on
local Rotary club projects but are not members of service projects. RCCs also provide their members
a Rotary club.
with opportunities to collaborate with Rotarians
There are more than 10,000 corps in 100 countries. and develop valuable leadership skills.
Rotary Community Corps are active everywhere You can form a Rotary Community Corps anywhere
Rotary is present: in urban and rural areas, and in community members are interested in working with
both developed and developing countries. Rotary. Here are some guidelines:
Take Action
A Rotary Community Corps can be formed anywhere ŸŸ Work with other local residents to identify
a Rotary club is active. Reach out to people in your the community’s greatest needs using
community, ask them what challenges they’re this assessment form.
facing, and empower them to take action. Once ŸŸ Work with your local Rotary club to
you find a core group of prospective members, outline how you will work together.
complete an RCC Organization Form and submit ŸŸ Recruit Rotary Community Corps
it to Rotary International to officially charter your members. Start with a core group of
group. members. Community organizations
Rotary Community Corps (RCCs) are teams of men and nongovernmental agencies are good
and women who work in partnership with Rotary places to recruit.
clubs to improve their communities. Each RCC is
sponsored by a Rotary club and the Rotary club
acts as its partner in service. Resources
Some RCCs are created to undertake a specific Rotary Community Corps informational
project, while others tackle larger, more entrenched brochure
problems on an ongoing basis. RCCs
set their own
Rotary Community Corps organization form
goals based on their communities’ specific needs.
As representatives of the population being served, Rotary Community Corps constitution
RCC members bring enthusiasm, creativity, and Rotary Community Corps bylaws
sustainability to the projects they design and
Rotary Community Corps presentation
implement. They offer community solutions for
community challenges. Rotary Community Corps survey results 2018

154 | ROTARY HANDBOOK


Rotary Community Corps Organization
Form

W hen received by Rotary International, this completed form will serve both as official notice that a
new Rotary Community Corps (RCC) has been organized and as official application for a certificate
of organization. Please complete the form in full.
______________________________________________________ ____________________ _________________________________________
FULL NAME OF THE RCC DISTRICT STATE/PROVINCE, COUNTRY

Founded on: _______________________________________


DATE (DAY, MONTH, YEAR)

RCC language: � English � French � German � Italian � Japanese � Korean � Portuguese � Spanish
Full name and location — including city, state or province, and country — of the sponsor Rotary club(s)*

1. Primary sponsor club: ___________________________________________________________________________________________


2. _____________________________________________________________________________________________________________________
3. _____________________________________________________________________________________________________________________
*Note that the sponsor Rotary club(s) must be located in the same district as the RCC.

RCC REPRESENTATIVE
Please designate a primary RCC representative to receive periodic email updates from RI.

Name: _______________________________________________________________________________________________________________

Email: _______________________________________________________________________________________________________________

The RCC representative, like each of the corp members, is a service-minded adult of good character and leadership
potential who lives, works, or studies in or near the corps community. The representative understands and accepts
the provisions of the Rotary Community Corps guidelines and bylaws. Corp members may create My Rotary accounts
in order to connect with Rotary.

� By checking this box, we confirm that this RCC is being formed with at least 10 members.

QUESTIONS FOR THE SPONSOR CLUB(S)


1. Why are you sponsoring this RCC?

� To carry out a short-term project (active for up to two years)

� To carry out a long-term project (active for up to five years)

� For ongoing community improvement (will exist indefinitely)

� Other: _________________________________________________________________________________________________________

ROTARY HANDBOOK | 155


2. Briefly describe any specific service activities that the RCC plans to undertake.

3. Briefly describe how you will provide ongoing guidance and support to RCC members.

Signatures
Your privacy is important to Rotary International and The Rotary Foundation (collectively, “Rotary”) and
the personal data you share with Rotary will only be used for official Rotary business. This means that the
personal data you provide will primarily be used for Rotary Community Corp purposes. You may receive
information about Rotary Community Corp and other Rotaryrelated information or events via email. The
personal data you provide will be shared with your sponsor Rotary club and district officers and their
delegates. Personal data collected on this form is subject to Rotary’s Privacy Policy found at my.rotary.
org/en/privacy-policy.

__________________________________________________ _____________________________ ______________________________________


CORPS REPRESENTATIVE DATE SIGNATURE

__________________________________________________ _____________________________ ______________________________________


PRESIDENT, PRIMARY SPONSOR CLUB DATE SIGNATURE

__________________________________________________ _____________________________ ______________________________________


DISTRICT GOVERNOR DATE SIGNATURE

Scan and email the completed form to rotarysupportcenter@rotary.org. Your district governor and corps
should each keep a copy for their records.

156 | ROTARY HANDBOOK


Rotary Action Groups

R otarian Action Groups help Rotary clubs and districts plan and carry out community development
and humanitarian service projects in their area of expertise. The groups are organized by Rotarians
and Rotaractors, who are proficient, and have a passion for service, in a particular field. For example, the
Water and Sanitation Rotarian Action Group functions as an expert consulting entity that advises clubs
and districts on how to undertake water and sanitation projects that have real impact. The Rotarians for
Family Health and AIDS Prevention Rotarian Action Group mobilizes Rotarians to help tens of thousands
of people in under-resourced communities get low-cost, comprehensive health services and screenings.

How Rotarian Action Groups Operate

ŸŸ Each group functions independently of Rotary International establishing its own rules, dues
requirements, and administrative structure. 

ŸŸ Membership is open to Rotarians, their family members as well as participants and alumni
of all Rotary and Foundation programs. 

ŸŸ Rotarian Action Groups must adopt Rotary International’s standard bylaws and operate in
accordance with Rotary policy. 

ŸŸ Rotarian Action Groups regularly collaborate with clubs and districts on service projects in
their area
of specialty. 

ŸŸ Rotarian Action Groups can help clubs and districts obtain funding or other assistance for
their service projects. 


Benefits of Rotarian Action Groups 


ŸŸ By joining a Rotarian Action Group, you can engage in meaningful service activities outside
your own club, district, or country. 

ŸŸ By partnering with a Rotarian Action Group, your club or district gains the support of experts
for planning and implementing a project. 


Related Resources

ŸŸ Learn more at rotary.org/actiongroups.


ŸŸ Rotarian Action Groups Officer Directory: www.rotary.org/myrotary/en/document/714
ŸŸ Rotarian Action Groups Annual Report: www.rotary.org/myrotary/en/document/713

ROTARY HANDBOOK | 157


Rotary Action Groups List

Water and Sanitation www.wasrag.org

Slavery Prevention https://ragas.online/

Population and Development www.rifpd.org

Polio Survivors and Associates www.rotarypoliosurvivors.com

Peace www.rotarianactiongroupforpeace.org

Multiple Sclerosis www.rotary-ragmsa.org

Microfinance & Community Development http://ragm.org

Mental Health http://ragonmentalhealth.org

Malaria https://remarag.net

Literacy www.litrag.org

Hepatitis https://ragforhepatitiseradication.org

Hearing www.ifrahl.org

Health Education and Wellness www.hewrag.org

Food Plant Solutions https://foodplantsolutions.org

Environmental Sustainability www.esrag.org

Endangered Species www.endangeredrag.org

Domestic Violence Prevention www.ragfamsafe.org

Disaster Assistance www.dna-rag.com

Diabetes www.rag-diabetes.org

Clubfoot www.rag4clubfoot.org

Blood Donation www.ourblooddrive.org

Blindness Prevention www.rag4bp.org

Alzheimer’s and Dementia http://adrag.org

AIDS and Family Health www.rfha.org

Addiction Prevention www.rag-ap.org

158 | ROTARY HANDBOOK


Rotary Fellowships

Rotary Fellowships

R otarians’ interests and hobbies are as diverse as they are. Two types of international groups offer
Rotarians ways to pursue interests they have in common with other members worldwide: Rotary
Fellowships, which center around recreational or vocational interests, and Rotarian Action Groups,
which focus on specific service areas.
Rotary Fellowships represent an abundance of recreational pursuits, including tennis, music, and
canoeing, and professional interests such as medicine, law enforcement, and photography. Their activities
are as varied as their interests.

Learn more at rotary.org/fellowships.

Explore our fellowships


ŸŸ Interested in a Publishers ŸŸ Metalhead ŸŸ Rum
particular subject? ŸŸ Educators ŸŸ Military Veterans ŸŸ Russian Culture
Visit the group’s
ŸŸ Environment ŸŸ Scouting
website or email it to ŸŸ Motorcycling
learn more. ŸŸ Esperanto
ŸŸ Music ŸŸ Scuba
ŸŸ 4x4 vehicles ŸŸ Ethics
ŸŸ European Philosophy ŸŸ Old and Rare Books ŸŸ Shooting Sport
ŸŸ Amateur Radio
ŸŸ Antique Automobiles ŸŸ Executive Managers ŸŸ Past District ŸŸ Singles
ŸŸ Beer ŸŸ Fishing Governors ŸŸ Skiing
ŸŸ Bird Watching ŸŸ Flying ŸŸ Social Networks
ŸŸ Photographers
ŸŸ Bowling ŸŸ Genealogists
ŸŸ Police and Law ŸŸ Surfing
ŸŸ Canoeing ŸŸ Go
Enforcement ŸŸ Table Tennis
ŸŸ Caravanning ŸŸ Golf
ŸŸ Gourmet Cooking ŸŸ Quilters and Fiber ŸŸ Tennis
ŸŸ Chess
ŸŸ Computer Users ŸŸ Hiking Artists ŸŸ Total Quality
ŸŸ Convention Goers ŸŸ Home Exchange ŸŸ Railroads Management
ŸŸ Honorary Consuls
ŸŸ Corporate Social ŸŸ Recreational Vehicles ŸŸ Travel and Hosting
Responsibility ŸŸ Horseback Riding ŸŸ Water Polo
ŸŸ Cricket ŸŸ Internet ŸŸ Rotary Global History
ŸŸ Wellness and Fitness
ŸŸ Cruising ŸŸ Italian Culture ŸŸ Rotary Heritage and
ŸŸ Curling ŸŸ Jazz History ŸŸ Whisk(e)y
ŸŸ Cycling ŸŸ Latin Culture ŸŸ Wine
ŸŸ Rotary Means
ŸŸ Doctors ŸŸ Lawyers Business ŸŸ Yachting
ŸŸ Doll Lovers ŸŸ LGBT ŸŸ Yoga
ŸŸ Rotary on Pins
ŸŸ Draughts (Checkers) ŸŸ Magicians
ŸŸ Rotary on Stamps ŸŸ Young Rotarians
ŸŸ E-Clubs ŸŸ Magna Graecia
ŸŸ Editors and ŸŸ Marathon Running ŸŸ Rowing

ROTARY HANDBOOK | 159


Teach

T he Rotary India Literacy Mission (RILM),


formerly known as Rotary South Asia Society
for Development and Cooperation (RSAS). The
teaching and learning experience through the
use of curriculum based audio-visual modules
in local languages. It is a single classroom
objectives of RILM are Total literacy and Quality installation through an integrated solution of
Education in India. To achieve that RILM have
hardware and software.
designed a comprehensive program called “T-E-A-
C-H” where: ŸŸ Adult Literacy  program seeks to impart
T - Teacher Support functional literacy skills to non-literate adults
(15 + ages); for this purpose RILM have
E - E-learning
designed a set of primers. To achieve the goal
A - Adult Literacy
of educating illiterate persons,ß students of
C - Child Development
class VIII onwards were used as volunteers
H - Happy School
on a one-to-one teaching program. Along with
Each of these programs has a specific focus and
the literacy program skill development related
it is interlinked with each other in achieving
trainings are also organized through various
the common goal of bringing total literacy and
resource organizations for capacity building of
improving the learning outcomes of primary
education, in various parts of the country. the underprivileged section of the population.

The objective of Rotary India Literacy Mission ŸŸ Child Development  program is also known
(RILM), formerly known as Rotary South Asia as Asha Kiran ...a ray of hope is to bring /send
Society for Development and Cooperation (RSAS) out of school children back to schools. The
is Total Literacy and Quality Education in India. To program is currently being implemented in
achieve that, RILM have designed a comprehensive 14 states of India in partnership with 33 Non-
program called  “T-E-A-C-H”, where  T  stands for
Government Organizations.
Teacher Support,  E  for E-learning,  A  for Adult
Literacy, C for Child Development and H for Happy ŸŸ Happy School program is about improvement
Schools. / upgrading specific infrastructural facilities of
ŸŸ Teacher Support program aims to improve Government / Government-aided primary and
the professional abilities and performances elementary schools to create a joyful teaching
of teachers through training on classroom learning experience for both students and
management, recognition of outstanding teachers.
teachers through Nation Builder Award and Each of these programs has a specific focus
supplementing the efforts of teachers through and is interlinked with each other in achieving
organizing engagement of volunteer teachers the common goal of bringing total literacy and
in schools. improving the learning outcomes of primary
ŸŸ E-learning  aims to improve the quality of education, in various parts of the country.

160 | ROTARY HANDBOOK


The 4 Non-Communicable Diseases Stop
NCD — Rotary’s Project for Positive Health

I ndia is facing an NCD epidemic responsible for


60 per cent of deaths. Indians are genetically and
culturally prone to developing non-communicable
besides the regular camps and awareness
programs
2. Spreading Awareness
diseases or NCDs, which are a major cause of
Two-pronged approach — awareness among
premature deaths.  Improper lifestyle and food
habits contribute to the rise in NCDs among Indians. Rotarians and community and awareness in
High-calorie food, rich in salt, oil and sugar kills many schools and colleges.
times more people than terrorism does.  The four Awareness campaigns with talks, videos,
common NCDs are — Diabetes, Hypertension and pamphlets and brochures.
Heart Disease, Cardio-vascular accident (stroke)
Schools and colleges should be targeted to address
and Chronic Kidney Disease (CKD)
obesity in youth. While it is not easy to change
A National Committee has been set up to take adult behavior, it is easier to change behavior
the ‘Stop NCD’ project forward. A three-pronged in children and young adults. An awareness
approach is needed:
campaign in schools and colleges and via social
1. Know Your Numbers Campaign media is an important thrust area of this project.
Every Rotary club should take up a campaign Involvement of Rotaract is important. Rotaract
that exhorts every adult to know his three clubs can help in the social media campaign
main health numbers — weight, BP and blood and spread awareness in schools and colleges.
sugar. Clubs must hold ‘Know your Numbers’
camps to monitor the weight, BP and blood The tagline for the campaign is ‘Ek Chammach
sugar regularly in people. These camps are Kum, Char Kadam Aage’. It means one spoon
inexpensive and easy to organize. less of salt, oil and sugar and 30 minutes of
exercise daily.
During these camps, health literature pertaining
to importance of having the right numbers — 3. Advocacy Role
BP measuring 120/80, BMI less than 25, fasting Rotary, along with other NGOs, can form an
blood sugar less than 100 and post-lunch sugar advocacy group, which can push the agenda of
less than 140 must be emphasized. NCD control and the narrative on healthy living to
Distribute brochures containing simple tips to take center stage with the government. Advocacy
control diabetes, BP, heart disease, stroke and can be by ensuring food labeling especially
kidney failure. Distribute brochures on healthy salt and energy content, statutory warnings on
diet and lifestyle measures. A health talk or a unhealthy foods similar to cigarettes, restrictions
panel discussion on FAQs on NCDs can be done on advertising of junk food.
at the camps. PDG R. Bharat (M: 9934320311) is on the National
It has been decided to have common pan-India Committee and is our District Coordinator for the
dates for four health camps by all the clubs, NCD Campaign.

ROTARY HANDBOOK | 161


Wins: Wash in Schools

R otary India WinS Program is a pan India


campaign initiated by Rotary in India in support
of the national campaign “Swachh Bharat: Swachh
ŸŸ Sufficient group hand washing facilities with
soap for students wherein groups of 10-12
students can wash hands at the same time.
Vidyalaya” launched by HRD Ministry under “Swachh
ŸŸ Child friendly Menstrual Hygiene
Bharat Abhiyaan” initiated by our Prime Minister
Management (MHM) facilities including
Narendra Modi. A key feature of the campaign is to
private space for changing and disposal of
ensure that government schools in India have a set of
menstrual waste.
functioning and well maintained water, sanitation and
ŸŸ Daily provision of child friendly and
hygiene facilities. It aims to improve our curriculum
sustainable safe drinking water and
and teaching methods while promoting hygiene
adequate water for hand washing.
practices and community ownership of water and
sanitation facilities within schools. ŸŸ Provision for regular supply of cleaning
materials & consumables to ensure that
It improves children’s health, school environment,
the WASH facilities are clean and well
attendance and retention and paves the way for new
maintained.
generation of healthy children. WASH in Schools helps
fulfill the universal right to education and health ŸŸ Activities and programs for staff & school
and meets its role in achieving the United Nations children to promote the correct use &
Millennium Development Goals, thereby increasing maintenance of facilities.
access to primary education, reducing child mortality, ŸŸ Behavior Change Communication (CC)
advancing gender equality and meeting targets for messages integrated in regular curriculum.
improving water and sanitation. Water, sanitation ŸŸ Strengthening of Child Cabinet/ School
and hygiene in schools refers to a combination of Management Committee (SMC) to lead
technical and human development components that WASH initiatives.
are necessary to develop and support appropriate ŸŸ Training teachers, SMC, Panchayat, Child
health and hygiene behavior among children leading Cabinet, parents etc. on the importance of
to a healthy school environment. WASH, MHM education, effective facilitation,
The technical components include drinking water, financing, managing and monitoring of WinS
hand washing, toilet and soap facilities in the school program.
compound for use by children and teachers. The
human development components are the activities Essential Elements of WinS
that promote conditions within the school and the
practices of children that help to prevent water, ŸŸ Water
hygiene and sanitation related diseases. ŸŸ Sanitation
Key Elements of WASH in Schools ŸŸ Daily Hand Washing with soap
ŸŸ Up gradation of sanitation facilities in ŸŸ Operation & Maintenance
schools including the construction of child ŸŸ Menstrual Hygiene
friendly separate toilets for boys and girls
ŸŸ Behavior Changes Activities
wherever required and repairs of existing
ŸŸ Capacity Building
sanitation facilities.

162 | ROTARY HANDBOOK


End Polio

What is Polio? progress - as a founding partner of the Global Polio


Eradication Initiative, we’ve helped to reduce polio

P olio, or poliomyelitis, is a paralyzing and


potentially deadly infectious disease that most
commonly affects children under the age of 5. The
cases by more than 99.9 percent. It’s crucial to
eliminate polio from the last three countries where
it remains endemic and to keep other countries
virus spreads from person to person, typically polio-free. Today, polio remains endemic only in
through contaminated water. It can then attack the Afghanistan, Nigeria, and Pakistan. But it’s crucial
nervous system. to continue working to keep other countries polio-
The Global Polio Eradication Initiative is free. It costs:
a public-private partnership led by national $3: average cost to fully protect a child against polio
governments with five partners – the World Health
430 million: children in total vaccinated in 30
Organization (WHO), Rotary International, the US
countries in 2017
Centers for Disease Control and Prevention (CDC),
the United Nations Children’s Fund (UNICEF) and $ 100: cost to conduct polio surveillance worldwide
the Bill & Melinda Gates Foundation. Its goal is to If all eradication efforts stopped today, within 10
eradicate polio worldwide. years, polio could paralyze as many as 200,000
children each year.
KEY FIGURES
ŸŸ Core Partners: 5 How to Help
ŸŸ Countries Involved: 200 Learn
ŸŸ Million Volunteers: 20 Get informed and help make polio a subject of
ŸŸ Billion Children Vaccinated: Over 2.5 conversation in your community.
ŸŸ Billion International Investment: US
Share
$17
Most people have heard about polio but few know
ŸŸ Goal: A Polio Free World the disease still affects children around the world.
You can help by spreading the word.
Our Goal Donate
Rotary has been working to eradicate polio for Every donation helps obtain vaccines, transport
more than 30 years, and has made incredible and materials needed in the fight against polio.

ROTARY HANDBOOK | 163


DOING GOOD
IN THE WORLD

The Rotary Foundation Motto

164 | ROTARY HANDBOOK


Arch C. Klumph :
The father of the Rotary Foundation

A rch Klumph’s idea for an endowment fund


dedicated to “doing good in the world” planted
the seed for The Rotary Foundation in 1917. That
Five years after he became a Rotarian, Klumph was
elected to serve as Rotary’s president for 1916-
17. Near the end of his term, at the 1917 Rotary
one idea and an initial contribution of $26.50 Convention in Atlanta, Georgia, USA, he reminded
set in motion a powerful force for good that has Rotarians “Rotary is at the present time entering
transformed millions of lives around the globe. a new era, demanding improved methods in
In 1928, he listed three accomplishments that gave administrative machinery, with which to carry
him “more satisfaction than any other contributions out the splendid principles which have been laid
to Rotary” — and launching the Foundation wasn’t down heretofore.” He defined six points of action,
among them. Instead, he emphasized his role
including the establishment of an endowment,
in writing Rotary’s Constitution in 1915, which
which would later become The Rotary Foundation:
he asserted, “gave Rotary International its first
centralized power and made all the Objects and “Carrying on, as we are, a miscellaneous community
fundamentals of Rotary universal.” He also took service, it seems eminently proper that we should
pride in establishing attendance reports and in accept endowments for the purpose of doing good
being the first to insist on founding a European in the world, in charitable, educational or other
branch office of Rotary International. avenues of community progress, or such funds
Klumph was born in the small town of Conneautville, could be well used for extension work.”
Pennsylvania, USA, on 6 June 1869. When he was a
Through Klumph’s simple yet profound statement,
child, his family moved to Cleveland, Ohio, where
the Rotary Endowment Fund was born. In 1928, the
he would become a founding member of the Rotary
name formally changed to The Rotary Foundation,
Club of Cleveland in 1911. As club president in
and a Board of Trustees was established, with
1913, he advocated for the club to build a reserve
that would ensure its means to do future good Klumph serving as the first trustee chair from
work. This idea would stay with him as he moved 1928 to 1935. Even after stepping down as chair,
on to serve Rotary in other roles. he remained dedicated to educating Rotary
leaders and members about the importance of the
Klumph was on the cover of the September 1916 Foundation and encouraging contributions. 
issue of The Rotarian. In his message, he reminds
members “Rotary is bigger than any one man, than Klumph died on 3 June 1951 at age 82, but his
any board of directors.” influence lives on through The Foundation.

ROTARY HANDBOOK | 165


History and Interesting Facts about the
Rotary Foundation at 100 years
“We should not live for ourselves alone, but for the joy in doing good for others.” - Arch Klumph, founder of
the Rotary Foundation

The Rotary Foundation’s closely with Paul Harris and other Rotarians to aid
children with disabilities.)
motto is “Doing Good in the In 1936, Institutes for International Understanding
World”. were formed to illuminate global issues and to
inform communities of global issues of the day.

R otary President (1916­-1917) Arch Klumph's


idea for an endowment fund dedicated to 'doing
good in the world' planted the seed of The Rotary
In 1947, Rotary members contributed 1.3 million
dollars in memory of Paul Harris.
Foundation in 1917 at the Rotary Convention in In 1957, Paul Harris Fellow recognition began
Atlanta, Georgia. Thanks to his vision and staunch – the first form of donor recognition, expressing
advocacy, and the extraordinary generosity appreciation of eligible contributions of $1000. (In
of Rotary members worldwide, that fund has 2006, the number of Paul Harris Fellows reached 1
become one of the world's leading humanitarian million.)
foundations. In 1963, Matched Districts is established: The
The Rotary Club of Kansas City, Missouri made approach became the processor to our matching
the first contribution to the Rotary Foundation in grants programs
1917 – ­ $26.50. In 1965, Group Study Exchange begins In 1965,
At the 1928 Rotary Convention in Minneapolis, the Matching Grants Program was established,
Minnesota, the Rotary Foundation was named and allowing the Foundation to fund club and district
a Board of Trustees created. (Before that the RI projects. Group Study Exchanges began, connecting
Board of Directors had oversight of the funds.) people across countries and cultures.
In 1930, the Foundation awarded $500 to the In 1978, the 3H Program begins: The program is
International Society of Crippled Children, developed to improve health, alleviate hunger, and
which later became known as Easter Seals. (The enhance human and social development. Rotary
International Society of Crippled Children was members use the grants to create access to clean
founded by Rotarian Edgar Allen, who worked drinking water, support literacy programs, provide

166 | ROTARY HANDBOOK


medical care, and more — setting the stage for member to give every year to the Foundation, with
today’s global grants. the goal of $100 in per capita contributions to the
In 1979, Rotary immunizes 6 million children Annual Fund . After 10 years of the initiative, Annual
in the Philippines against polio: Agreement Fund total contributions reached $116 million.
between Rotary International and the Philippine
In 2004, the Arch Klumph Society recognizes
Ministry of Health
contributions of $250,000 or more to the
In 1980, Rotary commits to eliminate
Foundation.
polio through immunization
Oral Polio Vaccine developer Albert Sabin plays In 2007, the Bill and Melinda Gates Foundation
pivotal roll in advancing Rotary’s commitment to issued the $1 million challenge. The grant
eradication and getting other partners on board. challenged Rotary to raise $100 million, which
In 1981, the Foundation established the Endowment the Bill & Melinda Gates Foundation matched.
Fund, specifically for investing certain contributions Two years later, the Gates Foundation pledged
in perpetuity, with the earnings going to support the an additional $255 million and increases the
Foundation’s future ability to do good. amount Rotary must raise to $200 million. Rotary’s
In 1985, the Polio Plus program was launched­ the partnership with the Gates Foundation helps both
'plus' initially referred to the additional vaccines organizations improve lives around the world.
administered along with the polio vaccine. Today,
In 2009, Rotary and USAID launched the International
it also reflects the fact that the infrastructure,
fundraising, and advocacy methods developed for H2O Collaboration – improving drinking water,
the polio eradication campaign also support efforts sanitation and hygiene in four countries.
to fight other infectious diseases. In 2013, the Simplifed Grant Model went into effect,
In 1988, the Global Polio Eradication Initiative introducing two new grant types: global and district,
(GPEI), originally composed of Rotary, the World and phasing out 3­H, Matching and District Simplified
Health Organization, the U.S. Centers for Disease Grants, Ambassadorial Scholarships, and the Group
Control and Prevention, and UNICEF, was created
Study Exchange Program. Global grants enables
to coordinate polio eradication work.
Rotary members to plan and sustain larger projects
In 1995, the Polio Plus Partners program was
by meeting with community leaders to assess needs
created to support National Immunization Days.
and create a plan for ongoing management.
In 1999, Rotary Peace Centers were founded. The
Rotary Peace Centers program develops leaders In 2015, the number of polio endemic countries
who become catalysts for peace and conflict dropped to two. Polio cases worldwide are
prevention and resolution in their communities down 99.9% since 1988 when the Global Polio
and around the globe. Each year, up to 100 Rotary Eradication Initiative was launched.
Peace Fellows are chosen to participate in a
July 1, 2016 – The Rotary Foundation began the
master’s degree or certificate program at one of the
celebration of it’s centennial year!
Rotary centers at universities around the world.
Members of the inaugural class of Rotary Peace The Rotary Foundation has spent over $3 billion on
Fellows begin studies in the fall of 2002. programs and projects to support humanitarian
In 2004, the Every Rotarian Every Year initiative efforts and scholarships throughout it’s 100 year
was created. The initiative encourages every Rotary history.

ROTARY HANDBOOK | 167


Donor Recognition

Y our generous contributions to The Rotary


Foundation  are essential to securing and
growing Rotary programs throughout the world.
$10,000: Bequest Society pin and an exclusive
art piece suitable for framing
$25,000: Rotary’s Promise crystal and named
TRF recognizes donors to express gratitude for endowed fund, plus all of the above
the commitment, offering individual and club
recognition as well as naming opportunities that $50,000: Separate named endowed funds
enable one to honor a friend or family member directed to two areas of focus or districts,
plus all of the above
with a named or endowed gift.
$100,000: Customized Rotary’s Promise
Individual recognition crystal, plus all of the above
Rotary Foundation Sustaining Member $250,000: Posthumous induction into the
When you give $100 or more per year to the Arch Klumph Society, plus all of the above
Annual Fund. $500,000: Special seating and registration
Benefactor benefits at the Rotary International
When you include the Endowment Fund as a Convention, plus all of the above
beneficiary in your estate plans or when you donate Major Donor
$1,000 or more to the fund outright. Benefactors
receive a certificate and insignia to wear with a When your cumulative donations reach $10,000.
Rotary or Paul Harris Fellow pin. Major Donors can choose to receive a crystal
recognition piece and a Major Donor lapel pin or
Paul Harris Fellow pendant. Recognition items commemorate giving
When you give $1,000 or more to the Annual Fund, at these levels:
PolioPlus, or an approved Foundation grant. To
recognize someone else as a Paul Harris Fellow, Level 1: $10,000 to $24,999
you can give that amount in their name. Level 2: $25,000 to $49,999
Level 3: $50,000 to $99,999
Multiple Paul Harris Fellow
Level 4: $100,000 to $249,999
When you give additional gifts of $1,000 or more
to the Annual Fund, PolioPlus, or an approved Arch Klumph Society
Foundation grant. When your cumulative donations reach $250,000.
Paul Harris Society member Recognition includes an induction ceremony
When you elect to contribute $1,000 or more and your picture and biography in the Arch
annually to the Annual Fund, PolioPlus, or an Klumph Society interactive gallery at the Rotary
approved Foundation grant. International headquarters in Evanston, Illinois,
USA. You also receive invitations to society events,
Bequest Society
along with membership pins and crystals that
When you make a commitment for future gifts of
commemorate giving at the following levels.
$10,000 or more to The Rotary Foundation, you’ll
be invited to join the Bequest Society. Trustees Circle: $250,000 to $499,999

168 | ROTARY HANDBOOK


Chair’s Circle: $500,000 to $999,999 contribution of $100 per capita during the Rotary
Foundation Circle: $1,000,000 to $2,499,999 year, and every dues-paying member must
Platinum Trustees Circle: $2,500,000 to $4,999,999 personally contribute at least $25 to the Annual
Platinum Chair’s Circle: $5,000,000 to $9,999,999 Fund during the year. 
Platinum Foundation Circle: $10,000,000 and above
Top Three Per Capita in Annual Fund
Legacy Society Giving
When you promise a gift of $1 million or more to For the three clubs in each district that give the
the Endowment, you’ll be listed in Rotary’s annual most, per capita, to the Annual Fund. Clubs that
report and invited to exclusive Rotary International give at least $50 per capita are eligible.
and Foundation events. Legacy Society members
Naming opportunities
also receive special recognition items and all the
benefits provided to Bequest Society members. Special opportunities are available to create an
endowment or make a directed gift in your name or
the name of a loved one. Endowed gifts are invested
Club recognition
in perpetuity, with part of their earnings spent on
100% Paul Harris Fellow Club a designated program. Directed gifts are spent in
For clubs in which all dues-paying members are their entirety, usually in the following Rotary year.
Paul Harris Fellows. This is a one-time recognition. Endowed global grant fund
100% Paul Harris Society Club $500,000 or more: You can specify up to three
For clubs in which every dues-paying member of the following: the district sponsor, the area of
contributes a minimum of $1,000 to the Annual focus, the general geographic region of the project,
or the type of grant activity, such as a project or
Fund, PolioPlus, or global grants within a Rotary
scholarship.
year

100% Foundation Giving Club $250,000 or more: You may choose up to two of the
options listed above
For clubs that achieve an average of $100 in per
capita giving and 100 percent participation, with $150,000 or more: You may choose one grant
every dues-paying member contributing at least activity type, such as a humanitarian project,
$25 to any or all of the following during the Rotary scholarship, or vocational training team.
year: Annual Fund, PolioPlus Fund, approved global Named endowment
grants, or Endowment Fund.
If you donate $25,000 or more, you can direct the
100% Rotary’s Promise Club money to one of the following:
For clubs in which every dues-paying member Area of Focus: funds global grants in one area of
supports the Endowment. The commitment may focus
be for a future gift to The Rotary Foundation in an
estate plan or an outright gift of $1,000 or more to World Fund: funds global grants in all areas of focus
the Endowment. SHARE: supports the World Fund and provides
Every Rotarian, Every Year Club district designated funds to your district

For clubs that achieve a minimum Annual Fund Rotary Peace Centers: supports Rotary’s

ROTARY HANDBOOK | 169


partnership with leading universities around the $100,000: Endows an annual seminar at a Rotary
world to train professionals in conflict resolution, Peace Center
peace studies, international relations, and related $25,000 and up: Provides general support
disciplines
Rotary Peace Centers directed gifts
Directed gift global grants
$75,000: Provides funding for a Rotary Peace
$150,000: A one-time gift that provides funding Fellow to complete a two-year master’s degree
for global grants in up to two areas of focus of your program
choice or to a special initiative of the Foundation,
$75,000: Provides funding for up to 10 internships
such as WASH in Schools
or research projects for peace fellows
$30,000: A one-time gift that provides your district $60,000: Provides funding for five fellows enrolled
with funds for one or more global grants in an area in the three-month professional development
of focus of your choice certificate program
$10,000: Provides general support
$15,000: A one-time gift that provides funding for
a global grant in an area of focus of your choice Rotary Peace Symposium directed
without specifying the district that will sponsor gifts
the grant
$400,000-$500,000: Underwrites the cost of the
Rotary Peace Centers endowment Peace Symposium
opportunities $50,000-$100,000: Provides full funding for a
$1.5 million: Endows a Rotary Peace fellow every donor-specified element of the peace symposium
year (speakers, Rotary Peace Fellow travel, etc.)
$1 million: Endows a Rotary Peace fellow every $10,000-$25,000: Provides funding for a hosted
two years reception connected to the Peace Symposium
$1 million: Endows a visiting lecturer every year $10,000 and up: Provides general support for the
Peace Symposium
$750,000: Endows a Rotary Peace fellow every
three years Entrepreneurial named gift for peace
$500,000: Endows a Rotary Peace fellow every $75,000-$1 million: Funds new opportunities
four years within Rotary’s peace programs for global grants
$250,000: Endows one Rotary Peace certificate and the Rotary Peace Centers, such as workshops
fellow every year and retreats, and other initiatives.

170 | ROTARY HANDBOOK


Contributing to the Rotary Foundation

Front of the Cheque


1. Cheque to be made to “The Rotary Foundation India”.
2. Do not add ID No., etc. or anything else after “The Rotary Foundation India”.
3. Do not issue cheques from your club or club trust account.
4. Cheque must be from Personal Account of Donor or his/her Business Account.
5. Tax exemption 80G will be issued to the entity issuing the cheque.
6. USD rate will be the RI Exchange rate announced every month.
7. Cheques to be sent to TRF, RI South Asia Office, New Delhi.
8. If Rotarian has paid to the club then, get demand drafts made individually for each.
contribution.

Reverse of the Cheque


1. Please write on the reverse of the cheque the following:

ss Donor’s Name
ss Club Name
ss Club No.
ss District No.
ss Member ID
ss PAN No of Donor

NB: It is advised to fill up TRF Contribution Form 123EN and attach cheque with it

ROTARY HANDBOOK | 171


Corporate Contribution to TRF

(Letter Sample)
On Companies Letterhead

Date:

To
The Rotary Foundation India
New Delhi

Dear Sir,

We enclose herewith cheque no. __________ dated __________ drawn on _______________Bank, ____________ Branch
(Bank & Branch) for Rs. ___________ (Rupees ________________ only in favor of “The Rotary Foundation India”.

Kindly give Foundation credit of USD ______________ to our Rtn. _________________.

Please issue receipt and 80 G certificate in our favor.

Yours faithfully,

For (Donor Corporate Company)

___________

(Designation)

Encl :
As above
PHF Recognition Transfer Request Form
TRF Contribution Form

172 | ROTARY HANDBOOK


CONTRIBUTION FORM
ROTaRy FOUNdaTION (INdIa)
Contributions can also be made at www.rotary.org/contribute.
1. dONOR OF CONTRIBUTION
Type of Donor: (Check one) Individual Rotary club Rotaract/Interact club District Business

Charitable organization/Foundation Other

Donor’s Personal Account Number (PAN)+

Name Donor ID number


Club name Club number District number
Billing address
City State/Prov.
Country Postal code
Daytime phone Email address
2. dESIGNaTION/PURPOSE: (ChECk ONE)
Annual Fund
Annual Fund–—
SHARE
SHARE Permanent Fund — World Fund Permanent Fund — Rotary Peace Centers
PolioPlus Permanent Fund — SHARE
Other Approved Rotary Foundation grant (number mandatory)
3. CONTRIBUTION dETaILS
Amount of contribution (INR) Amount written in words
Type of Payment: (Check one) Credit
Creditcard
card Visa MasterCcard American Express Discover Card JCB
Make this a recurring contribution: Monthly Quarterly Annually (Select month)

Credit card number Expiration date CVN*

Name as it appears on credit card Signature


Cheque/Bank draft Payable to “Rotary Foundation (India).” Cheque number
Wire transfer Date initiated
4. ShIPPING INFORMaTION — RECOGNITION MaTERIaLS ONLy
Presentation Date Please do not send recognition Please keep my gift anonymous
Send recognition to: (Check one; if left blank, recognition will be sent to club president)
Donor Club president District governor Other, record information below
Name Address
City, State/Prov. Country, Postal code
5. INdIVIdUaL COMPLETING ThIS FORM (IF OThER ThaN dONOR)
Name Daytime phone
Email Date
Please send your completed form with contribution only once. Contributions can also be made at www.rotary.org/contribute.
Mail: Rotary Foundation (India), Thapar House (2nd Floor, Central Wing), 124 Janpath, New Delhi 110 001, India
Email: rfiinfo@rotary.org. Fax: 91-11-42250191. For more information, please phone: 91-11-42250101 to 42250105.
+In accordance with the Indian Income Tax Act 1961, Rotary Foundation (India) is required to collect the Permanent Account Number (PAN) for all donors (i.e. drawer of
the cheques/remitter of bank draft) whose cumulative contribution in a financial year exceeds INR 50,000.
*The card verification number, or CVN, is a three-digit number that appears on the back of your credit or debit card, for AMEX, it is a four-digit number on the front of the
card. It typically appears following the digits of your credit card number.
If recognition materials from this contribution are requested for individual(s) other than donor, please complete the Paul Harris Fellow Recognition Transfer Request Form.
India 123-EN—(1012)

ROTARY HANDBOOK | 173


PaUL haRRIS FELLOw
RECOGNITION TRaNSFER REqUEST FORM
Please send your completed form only once. If you have questions regarding recognition or contributions to The Rotary Foundation, please
contact the Contact Center at 1-866-9ROTARY (1-866-976-8279), or email: contact.center@rotary.org, or, contact the Rotary office that
services your area. Contributions can be made at www.rotary.org/contribute.

1. RECIPIENT OF RECOGNITION
Transfer Recognition Points to:
Name Recipient ID number
Club name Club number District number
Address
City State/Prov.
Country Postal code
Daytime phone # Email address

2. TRaNSFER RECOGNITION POINTS


Foundation Recognition Points amount (Minimum of 100 points)
Transferring Recognition Points from:
Individual ID number Club number District number

AUTHORIZED SIGNATURE (required)

Print name

3. ShIPPING INFORMaTION — RECOGNITION MaTERIaLS ONLy


Presentation Date Please do not send recognition
Send recognition to: (Check one; if left blank, recognition will be sent to club president)
Donor Club officer District officer Other, record information below
Name Address
City, State/Prov. Country, Postal code

4. INdIVIdUaL COMPLETING ThIS FORM (IF OThER ThaN aUThORIzEd SIGNER)


Name Daytime phone
Email Date

UNITED STATES RI BRAZIL OFFICE RI KOREA OFFICE RI SOUTH PACIFIC AND


The Rotary Foundation Rotary International Rotary International PHILIPPINES OFFICE
14280 Collections Center Drive Rua Tagipuru 209 Room 705, Miwon Building Rotary International
Chicago, IL 60693 USA 01156-000 43 Yoido-dong, Yongdungpo-gu Level 2
CANADA São Paulo, SP Seoul 150-733 60 Phillip Street
The Rotary Foundation (Canada) Brazil Korea Parramatta, NSW 2150
c/o 911600 RI EUROPE AND AFRICA OFFICE RI SOUTH ASIA OFFICE Australia
PO Box 4090 STN A Rotary International Rotary International RI GREAT BRITAIN AND
Toronto, ON M5W 0E9 Witikonerstrasse 15 Thapar House IRELAND (RIBI) OFFICE
Canada CH-8032 Zurich 2nd Floor, Central Wing Rotary International
GERMANY Switzerland 124 Janpath Kinwarton Road
Rotary Deutschland Gemeindienst e. V. RI JAPAN OFFICE New Delhi 110 001 Alcester
Breite Strasse 34 Rotary International India Warwickshire B49 6PB
40212 Düsseldorf NS3 Building 1F RI SOUTHERN SOUTH England
Germany 2-51-3 Akabane, Kita-ku AMERICA OFFICE
Tokyo 115-0045 Rotary International
Japan Florida 1, Piso 2
1005 Buenos Aires, CF
Argentina
102-EN—(1012)

174 | ROTARY HANDBOOK


Six Areas of Focus

T he Rotary Foundation strives to process


grants efficiently and ensure the quality of
grant-funded projects. In each policy statement,
minded professionals related to peace-
building and conflict prevention 


ii. Disease Prevention and Treatment


you’ll find lists of eligible and ineligible activities,
Rotary supports activities that reduce the causes
including examples of the types of projects that
and effects of disease. Projects strengthen the
Rotary clubs and districts have successfully
health care system by improving access to and
implemented. All grant requests must comply with
expanding medical services, providing medical
the policy statement related to their intended area
equipment, or training health care personnel.
of focus. Project planning is the responsibility of
the host club or district. Area of Focus Statement of Purpose and Goals

Environmental Projects – Most areas of focus TRF enables Rotarians to prevent and treat disease
include projects designed to protect the and support health by:
environment. Look for the to find projects with
1. Improving the capacity of local health care
an environmental focus.
professionals 

i. Peacebuilding and Conflict 2. Promoting disease prevention and
Prevention treatment programs that limit the spread
of communicable diseases and reduce the
Rotary supports training, education, and practices
incidence and effect of non-communicable
related to peacebuilding and conflict prevention
diseases 

through initiatives that help transform conflict in
our communities and around the world. 3. Strengthening health care systems 

4. Providing clinical treatment and
Area of Focus Statement of Purpose and Goals
rehabilitation for physical disabilities 

TRF enables Rotarians to advance peacebuilding
5. Funding graduate scholarships for career-
and prevent conflict by:
minded professionals related to disease
1. Enhancing the capacity of individuals and prevention and treatment.
communities to transform conflict and
iii. Water, Sanitation and Hygiene
build peace 

Rotary supports activities that encourage the
2. Training community members in peace
management and protection of freshwater resources
education, peace leadership, and conflict
and provide universal and equitable access to
prevention and resolution 

safe drinking water, sanitation, and hygiene. TRF
3. Providing services that help integrate seeks to empower governments, institutions, and
vulnerable populations into society 
 communities to manage their water, sanitation,
4. Improving dialogue and community and hygiene services through environmentally
relations to determine how best to manage sound, measurable, and sustainable interventions.
natural resources 
 Area of Focus Statement of Purpose and Goals
5. Funding graduate scholarships for career- TRF enables Rotarians to ensure communities’

ROTARY HANDBOOK | 175


sustainable access to water, sanitation, and 4. Improving access to essential medical
hygiene by: services, trained community health
workers, and health care providers 

1. Facilitating universal and equitable access
5. Funding graduate scholarships for career-
to safe and affordable drinking water 

minded professionals related to maternal
2. Improving water quality by protecting
and child health 

and maintaining surface and groundwater
resources, reducing pollution and v. Basic Education and Literacy
contaminants, and promoting wastewater Rotary supports activities and training to improve
reuse 
 education for all children, and literacy for children
3. Facilitating universal and equitable and adults.
access to improved sanitation and waste
management services in order to achieve Area of Focus Statement of Purpose and Goals
open defecation-free communities 
 TRF enables Rotarians to ensure that all people
4. Improving community hygiene knowledge, have sustainable access to basic education and
behaviors, and practices that help prevent literacy by:
the spread of disease 

1. Supporting programs that strengthen
5. Strengthening the capacity of governments,
a community’s ability to provide basic
institutions, and communities to develop,
education and literacy to all 

finance, manage, and maintain sustainable
water and sanitation services 
 2. Increasing adult literacy 


6. Funding graduate scholarships for career- 3. Working to reduce gender disparity in


minded professionals related to water, education 

sanitation, and hygiene 
 4. Funding graduate scholarships for career-
minded professionals related to basic
iv. Maternal and Child Health education and literacy 

Rotary supports activities and training to improve
maternal health and reduce mortality for children vi. Community Economic
under five. Projects strengthen the health care
Development
system by improving access to and expanding Rotary supports investments in people and
medical services, providing medical equipment, communities to alleviate poverty, creating
and training health care personnel. measurable and enduring economic improvements
in poor and underserved areas.
Area of Focus Statement of Purpose and Goals
Area of Focus Statement of Purpose and Goals
TRF enables Rotarians to improve the health of TRF enables Rotarians to alleviate poverty by:
mothers and their children by:
1. Building the capacity of local leaders,
1. Reducing the neonatal and newborn organizations, and networks to support
mortality rate 
 economic development in poor
2. Reducing the mortality and morbidity rate communities 

of children under five 
 2. Developing opportunities for productive
3. Reducing the maternal mortality and work and improving access to sustainable
morbidity rate 
 livelihoods 


176 | ROTARY HANDBOOK


3. Empowering marginalized communities by 7. Empowering communities to develop
providing access to economic opportunities environmental and natural resource
and services 
 conservation skills for economic gain 

4. Building the capacity of entrepreneurs, 8. Strengthening communities’ economic
social businesses, and locally supported resilience and adaptive capacity in
business innovators 

response to environmental and climate-
5. Addressing gender or class disparities related hazards and natural disasters 

that prevent populations from obtaining
9. Developing and supporting community-
productive work and accessing markets
and financial services 
 based basic emergency preparedness
services to improve economic resilience 

6. Increasing access to renewable energy and
energy-efficiency measures to create more 10. Funding graduate scholarships for
sustainable and economically resilient career-minded professionals related to
communities 
 community economic development 


ROTARY HANDBOOK | 177


Share & District Designated Fund

T hrough the SHARE system, contributions to The


Rotary Foundation are transformed into grants
that fund local and international humanitarian
available to all Rotary districts. Your district uses
the District Designated Fund portion to fund the
Foundation grants and programs of its choice.
projects, scholarships, and activities, such as
The Rotary Foundation’s funding cycle makes
vocational training teams.
district contributions available for use three years
District officers are encouraged to monitor after they are received. The three-year cycle gives
their district’s DDF availability and activity districts time to plan projects and activities and
by viewing the  SHARE Contribution Detail allows the Foundation to invest the contributions.
Report  and  Available DDF by District Report  via
their My Rotary account. Your district Rotary Foundation committee decides
how to use the District Designated Funds in
Annual Fund-Share consultation with the clubs in the district. Districts
may use up to 50 percent of their fund (which
Annual Fund-SHARE is the primary source of might also include spendable earnings from gifts
funding for a broad range of local and international to Endowment Fund-SHARE) for a district block
Rotary Foundation activities. grant; the remainder may be used for global grants
or be donated to PolioPlus, Rotary Peace Centers,
Every Rotarian, Every Year (EREY) is the fundraising
pooled endowed funds, World Fund, or another
initiative designed to encourage support for the
district.
Foundation’s Annual Fund. EREY aims to engage
every Rotary club member by: District Designated Funds empower your district
to undertake
the projects that are most important
ŸŸ Encouraging members to contribute to the
to Rotarians in your area. Contributions to the
Annual Fund every year Annual Fund-SHARE provide District Designated
ŸŸ Encouraging them to participate in a Funds for the future. Therefore, clubs and districts
Foundation grant or program every year should set and review fundraising goals in Rotary
Club Central to track and increase the financial
Through the SHARE system, contributions to The
resources available to you for Rotary Foundation
Rotary Foundation are transformed into grants for
grants and activities.
projects that change lives.
In addition to SHARE, donors may direct their
At the end of every Rotary year, contributions to
Annual Fund contributions directly to the World
the Annual Fund- SHARE from all Rotary clubs in a
Fund or to one of the Foundation’s six areas of
district are directed into two funds:
focus. Annual Fund contributions directed to the
ŸŸ Fifty percent is credited to the World Fund. World Fund or an area of focus are credited toward
a club’s annual giving goal and per capita giving,
ŸŸ Fifty percent is credited to the District
but they do not generate District Designated Funds.
Designated Fund.
These contributions are eligible for all Annual
The Foundation uses the World Fund portion to pay Fund recognition opportunities, including Every
for the worldwide grant and program opportunities Rotarian, Every Year; Rotary Foundation Sustaining

178 | ROTARY HANDBOOK


Member; Paul Harris Fellow; Paul Harris Society; viability of the Foundation’s grants and programs.
Major Donor; and Arch Klumph Society. They also Spendable earnings from this fund also enable
count toward all club recognition opportunities. the Foundation to expand existing activities and
occasionally underwrite new ones like the Rotary
Annual Fund-SHARE contributions are the primary
Peace Centers.
source of funding for Foundation grants and are
strongly encouraged. Contributions to the Endowment Fund are invested
in perpetuity.
A percentage of the total value of the
World Fund fund is directed annually to Foundation grants and
programs. The following types of contributions can
The World Fund provides the necessary funding be made to the Endowment Fund:
for our highest priority activities around the globe.
ŸŸ Outright gifts of cash, investments, or other
While 50% of SHARE-designated contributions are
property
applied to the World Fund, you can also direct your
entire gift to the fund. The Foundation uses the ŸŸ Life income gifts (for example, charitable
money to pay for grant and program opportunities remainder trusts, charitable gift annuities,
available to all Rotary districts. pooled-income funds)
ŸŸ Testamentary gifts through wills or estate
Endowment Fund plans
ŸŸ Beneficiary of life insurance, retirement plan
The Endowment Fund ensures the long-term
accounts, or other financial accounts.

ROTARY HANDBOOK | 179


Club Qualification Memorandum of
Understanding

The Rotary Foundation D. Qualification may be suspended or revoked


for misuse or mismanagement of grant funds
involving, but not limited to: fraud; forgery;
ŸŸ Club Qualification
membership falsification; gross negligence;
ŸŸ Club Officer Responsibilities
endangerment of health, welfare, or safety of
ŸŸ Financial Management Plan beneficiaries; ineligible contributions; use of
ŸŸ Bank Account Requirements funds for personal gain; undisclosed conflicts
ŸŸ Report on Use of Grant Funds of interest; monopolization of grant funds by
ŸŸ Document Retention individuals; report falsification; overpricing;
acceptance of payments from beneficiaries;
ŸŸ Reporting Misuse of Grant Funds
illegal activities; use of grant funds for ineligible
purposes.
1. ClubQualification
E. The club must cooperate with any financial,
To participate in Rotary Foundation global and
grant, or operational audits.
packaged grants, the club must agree to implement
the financial and stewardship requirements in this
memorandum of understanding (MOU) provided 2. Club Officer Responsibilities
by The Rotary Foundation (TRF) and to send The club officers hold primary responsibility
at least one club member to the district’s grant for club qualification and the proper
management seminar each year. The district may implementation of TRF grants.
also establish additional requirements for club
qualification and/or require its clubs to be qualified Club officer responsibilities include:
in order to participate in Rotary Foundation district A.
Appointing at least one club member to
grants. By completing these requirements, the club implement, manage, and maintain club
becomes qualified and eligible to participate in the qualification
TRF grant program. B. Ensuring that all TRF grants adhere to
A. Upon successful completion of the qualification stewardship measures and proper grant
requirements, the club will be qualified for one management practices
Rotary year. C. Ensuring that all individuals involved in a
grant conduct their activities in a way that
B. To maintain qualified status, the club must
avoids any actual or perceived conflict of
comply with this MOU, any additional district
interest
requirements, and all applicable TRF policies.
3. Financial Management Plan
C. The club is responsible for the use of funds
for club-sponsored grants, regardless of who The club must have a written financial
controls the funds. management plan to provide consistent

180 | ROTARY HANDBOOK


administration of grant funds. limited to, mutual funds, certificates of
deposit, bonds, and stocks.
The financial management plan must
include procedures to E. Bank statements must be available to
support receipt and use of TRF grant funds.
A.
Maintain a standard set of accounts, which
includes a complete record of all receipts F. The club must maintain a written plan for
and disbursements of grant funds transferring custody of the bank accounts
in the event of a change in signatories.
B. Disburse grant funds, as appropriate
5. Report on Use of GrantFunds
C. Maintain segregation of duties for handling
funds The club must adhere to all TRF reporting
requirements. Grant reporting is a key aspect
D.
Establish an inventory system for
of grant management and stewardship, as it
equipment and other assets purchased
informs TRF of the grant’s progress and how
with grant funds, and maintain records
funds are spent.
for items that are purchased, produced, or
distributed through grant activities
6. Document Retention
E. Ensure that all grant activities, including
The club must establish and maintain
the conversion of funds, comply with local
appropriate record keeping systems to
law.
preserve important documents related to
4. Bank Account Requirements qualification and TRF grants. Retaining these
In order to receive grant funds, the club must documents supports transparency in grant
have a dedicated bank account that is used management and assists in the preparation for
solely for receiving and disbursing TRF grant audits or financial assessments.
funds. A. Documents that must be maintained
A. The club bank account must include, but are not limited to :

1. Have a minimum of two Rotarian 1. Bank information, including copies of


signatories from the club for past statements
disbursements 2. Club qualification documents including
2. Be a low- or non interest-bearing a copy of the signed club MOU
account 3. Documented plans and procedures,
B. Any interest earned must be documented including:
and used for eligible, approved grant a. Financial management plan
activities, or returned toTRF. b. Procedure for storing documents and
C. A separate account should be opened for archives
each club-sponsored grant, and the name c. Succession plan for bank account
of the account should clearly identify its signatories and retention of
use for grant funds. information and documentation
D. Grant funds may not be deposited in 4. Information related to grants, including
investment accounts including, but not receipts and invoices for all purchases

ROTARY HANDBOOK | 181


B. Club records must be accessible and measures to ensure the proper implementation
available to Rotarians in the club and at the of grant activities and proper management of
request of the district. Foundation grant funds. By authorizing this
document, the club agrees to comply with all of
C. Documents must be maintained for a
the conditions and requirements of the MOU.
minimum of five years, or longer if required
by locallaw. On behalf of the Rotary Club of , the
undersigned agree to comply with all of the
7. Reporting Misuse of Grant Funds conditions and requirements of the MOU for
The club must report any potential and real Rotary year and will notify Rotary
misuse or mismanagement of grant funds to the International District of any changes
district. This reporting fosters an environment or revisions to club policies and procedures
in the club that does not tolerate the misuse of related to these requirements.
grant funds. Club President Club President-elect
Term Term
Authorization and Agreement
Name Name
This memorandum of understanding is an
Signature Signature
agreement between the club and the district
and acknowledges that the club will undertake Date Date

182 | ROTARY HANDBOOK


Club Qualification Memorandum of
Understanding Worksheet
A Guide to Implementing Qualification qualification. You can use this worksheet to create
Requirements a qualification implementation plan for your
Every year we serve communities around the world club, and ask your district about the official club
through thoughtfully planned out sustainable qualification memorandum of understanding
projects. Grant funds help us to support these (MOU) for your club to participate in Rotary
projects, and are regulated through club grants.

MOU Section Explanation


Club Qualification Qualification is the process that your club establishes
to ensure compliance with Foundation policies, avoid
To participate in Rotary grants, your club must agree to
misuse and mismanagement of grant funds, and ensure
implement the financial and stewardship requirements
that their members have the appropriate training
in this memorandum of understanding (MOU) provided
and resources. These measures establish proper
by The Rotary Foundation (TRF) and to send at least
stewardship controls and enable clubs to maintain
one club member to the district’s grant management
qualified status. Clubs that fail to comply risk losing the
seminar each year. The district may also establish
ability to participate in the Foundation grants program.
additional requirements for club qualification and/or
require its clubs to be qualified in order to participate in How will your club ensure that it complies with the
Rotary Foundation district grants. By completing these MOU requirements?
requirements, the club becomes qualified and eligible to
participate in the TRF grant program.

A. Upon successful completion of the qualification


requirements, the club will be qualified for one How will you communicate the responsibilities for
Rotary year. managing global grants to all members of the club?

B. To maintain qualified status, your club must


comply with this MOU, any additional district
requirements, and all applicable TRF policies.

C. Your club is responsible for the use of funds for


club-sponsored grants, regardless of who controls
the funds.
Notes

ROTARY HANDBOOK | 183


MOU Section Explanation
D. Qualification may be suspended or revoked
for misuse or mismanagement of grant funds
involving, but not limited to: fraud; forgery;
membership falsification; gross negligence;
endangerment of health, welfare, or safety of
beneficiaries; ineligible contributions; use of funds
for personal gain; undisclosed conflicts of interest;
monopolization of grant funds by individuals;
report falsification; overpricing; acceptance of
payments from beneficiaries; illegal activities; use
of grant funds for ineligible purposes.

E. Your club must cooperate with any financial, grant,


or operational audits.

Club Officer Responsibilities Club officer responsibilities include implementing


policies and procedures for qualification and grant
Your club officers hold primary responsibility for club
management within the club. The officers must appoint
qualification and the proper implementation of Rotary
at least one club member to manage the implementation
grants.
of the club MOU. Club officers are also responsible
Club officer responsibilities include: for limiting and disclosing any potential conflicts of
interest. An undisclosed conflict of interest impedes
A. Appointing at least one club member to implement, transparency, leaving the Foundation and Rotarians
manage, and maintain club qualification. vulnerable to potential misuse.
B. Ensuring that all TRF grants adhere to stewardship Who in the club will manage qualification?
measures and proper grant management practices.

C. Ensuring that all individuals involved in a grant


conduct their activities in a way that avoids any What is your club's succession plan to ensure that if the
actual or perceived conflict of interest. designated person leaves, someone else can take over
the job immediately?

Who in the club will ensure that there are no conflicts of


interest when a project is planned?

Notes

184 | ROTARY HANDBOOK


MOU Section Explanation
Financial Management Plan Developing and implementing a financial management
plan is essential to proper oversight, good stewardship,
The club must have a written financial management plan
and consistent administration of grant funds. The
to provide consistent administration of grant funds.
financial management plan should include detailed,
The financial management plan must include procedures club-specific procedures that are reviewed regularly.
to:

A. Maintain a standard set of accounts, which Who will prepare and oversee the financial management
includes a complete record of all receipts and plan?
disbursements of grant funds.

B. Disburse grant funds, as appropriate.


How will the plan be regularly monitored?
C. Maintain segregation of duties for handling funds.

D. Establish an inventory system for equipment and


How will the club separate the responsibilities of
other assets purchased with grant funds, and
approving and paying project expenses?
maintain records for items that are purchased,
produced, or distributed through grant activities.

E. Ensure that all grant activities, including the


conversion of funds, comply with local law. Notes

Bank Account Requirements Your club must maintain a low-interest or no-interest


bank account that only the club controls in order to
In order to receive grant funds, your club must have a
receive Rotary grant funds. Each open global grant
dedicated bank account that is used solely for receiving
for which the club receives funds should have its own
and disbursing Rotary grant funds.
account that is used solely for receiving and disbursing
A. The club bank account must grant funds. By establishing a separate account,
clubs are able to better manage the oversight and
1. Have a minimum of two Rotarian signatories recordkeeping of grant funds. In addition, your club
from the club for disbursements. must have a succession plan for the signatories on the
2. Be a low- or noninterest-bearing account account to ensure a smooth transition of information
and documentation when signatories change.
B. Any interest earned must be documented and used Who will be responsible for managing the bank accounts
for eligible, approved grant activities, or returned used for grant funds?
to TRF.

ROTARY HANDBOOK | 185


MOU Section Explanation
C. A separate account should be opened for each Does your district require its clubs to have a separate
club-sponsored grant, and the name of the account bank account for district grant projects?
should clearly identify its use for grant funds.

D. Grant funds may not be deposited in investment


How will the status of the accounts be reported to the
accounts including, but not limited to, mutual
club board? To the full club?
funds, certificates of deposit, bonds, and stocks.

E. Bank statements must be available to support


receipt and use of TRF grant funds.
Notes
F. The club must maintain a written plan for
transferring custody of the bank accounts in the
event of a change in signatories.

Report on Use of Grant Funds Your club must fulfill all Foundation reporting
requirements for global grants. Clubs must submit
Your club must adhere to all TRF reporting requirements.
progress reports every 12 months from the time a grant
Grant reporting is a key aspect of grant management and
is paid until the final report is accepted and final reports
stewardship, as it informs TRF of the grant’s progress
within two months of completing the grant project.
and how funds are spent.
In addition, clubs must meet their district’s requirements
for reporting on district grant funds.

Failure to report on grants can result in a club being


unable to participate in the Rotary grants.
Who will be responsible for reporting grant activity to
the full club, the district, and the Foundation?

How will this report be incorporated into the treasurer’s


monthly report to the board?

Notes

186 | ROTARY HANDBOOK


MOU Section Explanation
Document Retention Your club must establish a document retention
system for documents related to qualification and
Your club must establish and maintain appropriate
Rotary grants. The system can be a combination of
recordkeeping systems to preserve important
electronic and physical files that best fit the needs of
documents related to qualification and Rotary grants.
the club. Documents that must be retained include
Retaining these documents supports transparency in
bank statements, receipts, club qualification materials,
grant management and assists in the preparation for
and procedures relating to the MOU. Maintaining
audits or financial assessments.
documents helps clubs comply with local laws, ensure
A. Documents that must be maintained include, but transparency, and better prepare for grant reporting,
are not limited to: audits, and financial assessments. By maintaining these
1. Bank information, including copies of past documents, the club will be able to quickly respond to
statements. requests by the Foundation, the district or Rotarians.

2. Club qualification documents including a copy Where will your club store its documents related to
of the signed club MOU. qualification and grant activity?
3. Documented plans and procedures, including:
a. Financial management plan.
Will you use your club’s current archive system or
b. Procedure for storing documents and
develop a new one?
archives.
c. Succession plan for bank account
signatories and retention of information
Who will oversee this process?
and documentation
4. Information related to grants, including
receipts and invoices for all purchases
How will you ensure that your club keeps [or makes
B. Club records must be accessible and available to or maintains, something to that effect] an inventory of
Rotarians in the club and at the request of the grant assets?
district.
C. Documents must be maintained for a minimum of
five years, or longer if required by local law.

According to local laws, how long must you retain


documents?

Notes

ROTARY HANDBOOK | 187


MOU Section Explanation
Reporting Misuse of Grant Funds Because a great deal of effort, time, and dedication
goes into fundraising and contributions, all
The club must report any potential and real misuse
Rotarians are responsible for ensuring that
or mismanagement of grant funds to the district. This
Foundation funds are used correctly. Immediately
reporting fosters an environment in the club that does
reporting problems and irregularities increases
not tolerate the misuse of grant funds.
the likelihood of a timely resolution (which allows
the community to still benefit from the project)
and decreases the likelihood of the club being
required to return funds. Your club is required to
report misuse or mismanagement of grant funds to
its district.
How do you ensure that all of your club members
understand their responsibility for reporting
suspected misuse or mismanagement of funds?

Where has your district designated that reports


should go to?

Notes

Authorization and Agreement The club MOU is a legal document between the club
and the district. By signing this agreement, the club
president and president-elect are authorizing it for
one Rotary year; the club enters into a legal agreement
with The Rotary Foundation to abide by all TRF and RI
policies.
How will you ensure that all of your club members
understand their responsibility as outlined in this
agreement?

Notes

188 | ROTARY HANDBOOK

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