1. Utilizing TRF Recognition Points to Increase APF Giving The Rotary Foundation of Rotary International

2. How are Foundation Recognition Points created? Club contributions to the Foundation’s Annual Programs Fund (APF) Paul Harris Fellow (PHF) contributions after their original $1,000 Transfer of credit for contributions made toward a PHF by former Rotarians

3. Club contributions generate recognition points Undesignated contributions to the Annual Programs Fund (APF) Contributions to Polio Eradication Contributions toward Matching Grant projects

4. Individual contributions generate recognition points All contributions to the Annual Programs Fund after the initial $1,000 (resulting in PHF recognition) No points are generated by your contributions until you have reached your PHF

5. Individual contributions (cont’d.) Example: Sally is a PHF and Sustaining Member who contributes $200 per year. Her current total contributions: $1,400 Sally has generated 400 recognition points

6. Individual contributions (cont’d.) Example: Paul is a Multiple PHF and Sustaining Member who contributes $400 per year. His current total contributions: $2,800 Paul has generated 1,800 recognition points

7. Credit for contributions of former members can be transferred to current members – but not deceased members Example: George, a Rotarian, died last year He had contributed so far $750 toward his Paul Harris Fellow As of July 1, 2009, contributions made by deceased members can no longer be transferred to current members.

8. However, former club members... Example: Ron is a former member of the club His total contributions toward his PHF before he left the club were $250 With his permission, credit for his $250 can be transferred to another member toward his/her PHF NOTE CHANGE: If he cannot be reached, the Club President can no longer sign off on it and transfer the points.

9. Caution! Do not transfer these recognition points to your Rotary club’s account Why? Because recognition points can only be transferred once It would accomplish nothing for the club to have points it could not use to generate additional Foundation giving

10. So what can Sally & Paul do with their recognition points? Sally would like to honor her husband Sam by making him a Paul Harris Fellow By contributing $600 more to The Rotary Foundation, and transferring her 400 points to Sam, he could become a PHF And Sally could also achieve Multiple Paul Harris Fellow recognition

11. What could Paul do with his points? By contributing $200 more to The Rotary Foundation, he could Transfer 900 points to his wife and honor her by making her a Paul Harris Fellow Transfer 900 points and honor his favorite granddaughter who is graduating this year by making her a PHF, too And achieve his next Multiple PHF level of recognition

12. Questions: Q: If Sally contributes $500 this year toward Polio eradication, does that contribution generate recognition points? A: Yes Q: If she contributes $200 toward her club’s Matching Grant project in Kenya, does that generate recognition points? A: Yes

13. More Questions: Q: Do these contributions count toward Annual Program Fund giving totals? A: No Q: If Sally contributes $200 toward her club’s District Simplified Grant (DSG) literacy project in her community, does that generate recognition points? A: No

14. Still More Questions: Q: If Sally eventually reaches her PHF +5, ($6,000) and her husband Sam reaches his PHF +3 ($4,000) will they be eligible together for Major Donor recognition at the $10,000 level? A: Not without additional cash contributions, since Major Donor recognition is based on actual funds contributed. Part of their total was from recognition points

15. What can clubs do with their recognition points? #1 Answer: Use them creatively for matching to generate additional contributions to The Rotary Foundation #2 Answer: Honor with a Paul Harris Fellowship some worthy recipient

16. Creative club usage of recognition points Play “Let’s Make A Deal” with club members To help them reach their goals To do some things they would really like to be able to do — NOW, at half the cost

17. Let’s look at some examples Frank has given $500 so far toward his goal of becoming a Paul Harris Fellow So the club says to Frank, “Let’s make a deal: If you can come up with half of what you need to reach your goal, we’ll match you with the other half.” So Frank agrees to contribute $250 more to TRF, the club matches that with 250 recognition points, and Frank becomes a Paul Harris Fellow — NOW, rather than later

18. More examples... Rachel is already a Paul Harris Fellow who has contributed $1,300 So the club says to her, “Let’s make a deal: If you can come up with $350, we’ll match you — to make you a Multiple PHF.” So Rachel contributes the $350, the club matches her with points, and she becomes a Multiple PHF

19. Another example... Lindsay just became a Paul Harris Fellow, and she has remarked that she would like to make her father a PHF someday So the club says, “Let’s make a deal: If you can come up with $500, we will match you, and you can make your Dad a PHF on his birthday.” So Lindsay contributes the $500, the club matches her with points, and they honor her father on his birthday at a Rotary meeting.

20. Still another example... Brad is a new Rotarian who is considering becoming a Sustaining Member, contributing at least $100 per year to The Rotary Foundation So the club says to Brad, “Let’s make a deal: If you will commit to be a Sustaining Member, we will match your first $100."

21. Consider the potential Your club could make such creative proposals to every member of the club — depending on how many recognition points your club has accumulated And before you know it, you will have boosted your club’s Foundation giving — and significantly raised your per capita giving as well!

22. So what changed on July 1, 2009? No more recovering credit for deceased members’ contributions No more recovering credit for prior members’ contributions of less than $100 — or any amount without the person’s personally signed permission No more transfers for any person or club allowed for less than 100 FRPs

23. Priorities before July 1, 2010 Transfer credit for contributions of prior members of $100 or more Play “Let’s Make A Deal” with your club members

24. The Critical Forms Club Recognition Summary (CRS) Can be generated from www.rotary.org via “Member Access” by club presidents and district governorswww.rotary.org Instead of choosing “Club Members,” select “All” This report is needed to provide a summary of all members’ giving totals — and to identify the recognition points available for the club and each member An * to the left of a name designates deceased

25. The other critical form Recognition & Transfer Request Form Can be accessed by anyone at http://www.rotary.org/RIdocuments/en_pdf/102en.pdf http://www.rotary.org/RIdocuments/en_pdf/102en.pdf One form will be needed for each transfer of points to each individual Be sure the name is entered exactly as it is on the Club Recognition Summary Form (CRS) to avoid creating duplicate records for the same individual

26. Act now... Utilizing FRPs can help raise your club’s Foundation giving totals this year But recognize essential lead time It takes time to contact members and former members, to get decisions and responses, and to process the paperwork Make this a top priority to act NOW!