CRACKING THE CODE

by

Greg Lynch

President (2003-2004), Rotary Club of New York

 

 

Rotary giving. We all believe in it. It’s just part of what we do as Rotarians. It makes so much of what Rotary “is”, possible. Scholarships, Youth Exchange, of course the global elimination of Polio, clean water, literacy, AIDS/HIV. It’s a long list of initiatives and a long list accomplishments in which we Rotarians can be justly proud to have participated - giving, together, to make a better world.

 

These opening lines are a strong and simple belief. My belief. Our belief. Yet the full picture is more complex. I found that out, the hard way, this year as President of my Club. You see, our Club has its own Foundation, which has Trustees who direct our own, well thought-out, program of giving. We support a local hospital. This years we have given to up-grade its emergency room with bio-toxic capability and have purchased a new ambulance for them. We support a soup kitchen uptown. When they needed a truck, we helped, ditto for a new oven and up-grading the kitchen’s electrical system. We have installed two computer labs in the community. One of those labs has a group of kids in East Harlem winning prizes for computer graphics, traveling to Europe to meet similar young people and becoming part of a new cultural nucleus in their community. We support a local museum and, in particular, its outreach to kids who would not ordinarily be exposed to museum offerings. Culture is big business in New York and this is about bootstrapping a lot of young lives into that arena.

 

Because New York is an international Mecca, our membership shares the values of a global village. So we also give to a series of international causes. We support Gift of Life and help bring children and young people with life-threatening heart ailments to New York hospitals, where they get a new lease on life. Our members love the close interaction with the kids and their families, and they love to see that frail little girl they picked up at the airport a few weeks back, laughing, running and playing by the end of her stay. We give to worthy projects in Africa, Asia and Latin America, many of which involve hands-on commitments by our members. The New York Foundation gave $100,000 to Polio Plus in 2003. It’s support for our joint effort with our Twinning Rotary Club of Milano Aquileia has helped us become a force in the campaign to control the Buruli Disease in Africa, so much so that our Club’s Board named the Buruli Project as our Rotary Centennial International Project.

 

One of the goals of my year as President has been 100% participation in the Paul Harris fellowship program. We made it! Some New York Rotarians joined as sustaining members, while many contributed to become new Paul Harris Fellows. Everybody did something. We have ended up with some forty new Paul Harris awards this year and our two, very first, major donors. So why did I get such negative feed-back from some folks in the Club who felt that this effort was contrary to our own New York Foundation giving campaign. At the same time why was there some substantial resistance in our Club to R.I.’s request for a commitment of $100 from every Rotarian every year. Shucks, our per capita giving is about $400 per person this year. I’ve spent a lot of time puzzling this out, and I am still trying to make sense of it all.

 

Some of it is obvious. There is a feeling, in the Club, of competition between R.I. Foundation giving and giving to our own Club’s Foundation. This is true, even though many of the projects we do through our local Foundation could be done with and through R.I. Sure we have participated with matching grant programs through our District, but we don’t typically get involved in the matching grant program with R.I. at our own Club level. Besides, when we have tried to do so, we’ve been told it was the wrong time, R.I. wasn’t giving any more grants this year, we missed the deadline, R.I. had to cut back on grants because of the decline in its portfolio - you get the idea. The answer was no. So we went off and did our own thing. It seems that the Rotary Clubs that manage to do matching grants has certain positive character traits: patience, persistence and a strong and compelling need in their own backyards. I’m sure there are thousands of examples that could prove me wrong. All I know is that, in our neck of the woods, it has just got to be done in a “New York minute”, and that is not the R.I. matching grant program

 

Then there is the thing about contributing to the Rotary International general giving campaign. As I understand it, the money is invested by R.I. for three years and then something like half of it comes back to the District. Well I’ve been fairly active in our District, chaired district conferences, attended many leadership meetings. I never heard about that money that came back, and our Club has given substantial amounts to the R.I. general purpose fund. Now if that money did come back and if our Club were informed and maybe even consulted on the disposition of funds it had originally contributed - well then, maybe the folks in our Club Foundation would have a better feeling. Maybe then we would start to understand that it is all part of the same, seamless cloth.

 

Last year, I attended the Zone Institute of the Rotary International Foundation. I’ll go again this year, coming up next month. It amazes me how carefully and well thought out is the Rotary International giving program. It merits our respect and careful consideration. It’s also become fairly complex and, naturally, more oriented toward major donors. Also, as it and Rotary enter the 21st Century, it is becoming more removed from the grass-roots spontaneity of traditional Rotary giving. It is often the kind of giving that a Rotarian has to do with a financial planner on one side, a C.P.A. on the other and the family attorney on call to review the planned giving documentation in the context of the estate plan. All of this represents the due diligence of a major charitable organization moving forward. I have been an estates & trust attorney for many years and recognize the quality and commitment that the Rotary International giving program represents .... but I still like the Paul Harris Fellowship.

 

I like Rotary giving that feels like Rotary, that reminds me more of Service above Self and the Four Way Test. That’s what I want to be thinking about when I give, the Rotary values and traditions and promises, more than I do about the strategic advantages of planned giving utilizing the mechanism of an off-shore trust. I know, I know, I am not a realist. So what ever happened to the “Rotary Dream”?

 

The tangibility of a Paul Harris fellowship has always appealed to me. First, I like the history; I like the man; I like the stories - yes, and lore - of our Rotary founding fathers, and yes I want to hear more about the great women of Rotary in this new century. I like the lore of rags to riches, the early meetings in first members’ offices and homes in Chicago and then along the early 20th century routes of commerce - San Francisco, Oakland, Seattle, then back east to New York and Boston and on and on. I like the heft of the medal and the elegance of the blue and yellow ribbon. I like seeing those stones on a Paul Harris medal, sapphires, rubies, diamonds. Why no emeralds; I like emeralds. I like the thrill in the voice of a small town dentist in Brazil when he tells me about the Rotary Club in Ohio that gave him a Paul Harris medal for his work in pediatric dentistry. Now there’s a Rotarian who is never going to have a financial planner and yet does everything we say we value in Rotary.

 

How do we stay true to basic Rotary values and, at the same time, manage smart giving? In our Club we are not there yet. And, we won’t get there by R.I. fund raisers coming by our meetings to shake the tree. I want a Rotary where all men and woman of all decent enterprise have a place in our Rotary world, not just the wealthy; where service and ethics and fellowship is always integral to our purpose, as much as is the major giving and global campaigns to do good. I want to know that the seed I plant through my Club giving will transform into a mighty oak, yes, and I also want to hear the peels of laughter from that little girl we sponsored at a local hospital. What I do not want to hear are grumblings from my members that the money we send to R.I. is used to sustain lavish life styles of the people out of Evanston. I don’t want to hear it because I don’t believe it’s true. For myself, I’ll continue to give both locally and to R.I. because I can and because I want to. At the same time, would it not be great to somehow have it all set out clearly - how local efforts and global strategies really do all have a synergy. I guess what I am looking for is someone to “crack the code” of Rotary giving for me. Stop

 

Best regards,

Greg