A NNUAL G IVING C AMPAIGN

Monthly information… ….By and on District Website

Last Year’s Totals…. …and Monthly Progress Reports Goal Actual To Date % To Goal Per Capita % EREY

Areas 1 and Foundation Fundraising Goals

Areas 3 and Foundation Fundraising Goals

Areas 5 and Foundation Fundraising Goals

Areas 7 and Foundation Fundraising Goals

Area Foundation Fundraising Goals

Make this Phrase Part of Your Club’s Culture

Foundation Drawing Drawing Held at Cabinet Meeting, Wednesday, December 5 th FIRST PRIZE: TRIP FOR TWO TO 2013 RI CONVENTION IN LISBON, PORTUGAL SECOND PRIZE: TRIP FOR TWO TO UNIENDO AMERICA FAIRE, EL SALVADOR 1 TICKET FOR EACH $20 PAID CONTRIBUTION 10 EXTRA TICKETS FOR $500 PAID CONTRIBUTION 20 EXTRA TICKETS FOR $1,000 PAID CONTRIBUTION

TRF Fundraising Counts for HALF the Credit in the Squaw Creek Resort Memorial Day Giveaway ● 25% of the Score for the club with the highest EREY percentage on January 31, 2013, from Foundation Giving beginning on July 1, 2012 ● 25% of the Score for the club with the largest percentage increase to TRF Program Fund Giving from the Rotary Year to January 31, 2013, and which also has $200 per capita giving during the same time period

Recognition for Pledges and Contributions Recognition Pins for Double Sustainers ($200), Super Sustainers ($500) and Paul Harris Society ($1,000) will be presented by District Governor Joe Hamilton on his Club Visit to anyone who PLEDGES a contribution to the Annual Programs Fund. The Pledge must be fully PAID for those wishing to participate in the Annual Giving Ticket Drawing. Double Sustainer Super Sustainer Paul Harris Society Society

Kick off your Annual Giving Campaign with Pledge Cards and a PERSONAL mailed letter to your Members

: Question: “How do I Contribute to TRF?” : Answer: “There are SO MANY WAYS!” 1.Go Online to Rotary International “Member Access”: riweb.rotaryintl.org/Menu.aspx 2.Deliver a check to your Club TRF Chair 3.Set up regular credit card payments through “TRF-Direct USA” “TRF-Direct USA”

THE PAUL HARRIS SOCIETY of DISTRICT 5170

WHAT IS THE PAUL HARRIS SOCIETY? A District Donor Recognition Program 23

Who Belongs to the Paul Harris Society? Those Rotarians and friends of Rotary who wish to support The Rotary Foundation in a more substantial way each year. Paul Harris Society members annually donate $1,000 or more to: Annual Programs Fund PolioPlus PolioPlus Partners Humanitarian Grants Program 24

Requirements for Joining the PHS Each DONOR must give a minimum of $1,000 in new cash donations per year to qualify. Each DONOR must give a minimum of $1,000 in new cash donations per year to qualify. Recognition Points, contributions to The Permanent Fund and pledges do not count. Recognition Points, contributions to The Permanent Fund and pledges do not count. Membership is awarded only when the full amount is received by The Rotary Foundation. Membership is awarded only when the full amount is received by The Rotary Foundation. 25

Sounds like a lot but consider this: Sounds like a lot but consider this: $1,000/yr = $83.33/month or $19.23/week $1,000/yr = $83.33/month or $19.23/week Use TRF-DIRECT to transfer funds from Use TRF-DIRECT to transfer funds from 1. U.S. based checking account 2. savings account 3. credit card account on an ongoing basis. ($85/month; $250/quarter; $1,000/year…) Additional Points 26

Paul Harris Society Benefits To The Club, The Community and to The World Polio Eradication. Polio Eradication. District Grants to fund local projects. District Grants to fund local projects. Annual Fund to support humanitarian projects around the globe. Annual Fund to support humanitarian projects around the globe. Vocational Training Teams (VTT). Vocational Training Teams (VTT). Scholarship Grants to further international understanding. Scholarship Grants to further international understanding. Rotary World Peace Fellowships. Rotary World Peace Fellowships. 27

Paul Harris Society Benefits For Paul Harris Society Members A Certificate of Appreciation and Recognition signed by the Governor. A Certificate of Appreciation and Recognition signed by the Governor. A District Paul Harris Society pin. A District Paul Harris Society pin. Funding of a new Paul Harris Fellowship each year. Funding of a new Paul Harris Fellowship each year. A new Paul Harris Fellow pin at the appropriate level. A new Paul Harris Fellow pin at the appropriate level. Eventual attainment of "Major Donor" status at $10,000 donated. Eventual attainment of "Major Donor" status at $10,000 donated. Invitation to the Governor’s private reception at the District Conference. Invitation to the Governor’s private reception at the District Conference. Fellowship with Society members at all Rotary events. Fellowship with Society members at all Rotary events. 28

Status of the District’s Paul Harris Society In the Rotary year, about 1/3 of TRF donations came from PHS members The leading clubs in number of PHS Members were: Cupertino – 24 Livermore - 16 Oakland – 15 Sunnyvale

More Data for the Year Unfortunately, 16 clubs had no PHS members 9 had only one This is a statistic that we hope to change with your help. 30

Paul Harris Society – Number of Members Percent of Membership Cupertino 24 Los Altos Sunset 25.0% Livermore 16 East Palo Alto Bay Shore 18.2% Oakland 15 Sunnyvale 17.0% Sunnyvale 9 Tri-Valley 14.3% Morgan Hill 8 Cupertino 13.5% Palo Alto University 8 Dublin 13.2% Saratoga 8 Scotts Valley 13.0% Dublin 7 Almaden Valley 12.8% Los Altos 7 Livermore 11.8% Santa Cruz Sunrise 6 Campbell 10.0% Scotts Valley 6 Alviso 10.0% 31

32 Paul Harris Society: Members per club varies year to year If each club performed at its best rate, District 5170 would have 279 PHS Members This could be the District 5170 Goal

To Help Clubs Increase Their Paul Harris Society Membership, District 5170 Will Provide PHS Brochure. PHS Membership Certificate. Benefits to the Club, Community & World Example member solicitation letter. Example club presentation (Power Point). List of your club’s potential PHS members. Thank you letters to donors. 33

WHAT CAN YOU DO TO HELP? Make a PHS presentation or invite a Speaker Make a personal solicitation to potential donors Make the fund drive an all year effort Provide special recognition to your PHS members 34

CONTACT DETAILS Phillip N. Dean District Coordinator, Paul Harris Society Rotary International District Phone:

THANK YOU FOR YOUR ATTENTION!

Large Donor and Bequests Presented by Michael J. Kearns Clu ChFC Rotary Club of Fremont Warm Springs Sunrise

A Story you can tell Polio Plus Polio Plus $50,000 Goal $50,000 Goal Non Rotarians gave $52,000 Non Rotarians gave $52,000 Worldwide cause, not just community Worldwide cause, not just community Club of 22 members gave second largest check in district to Polio Club of 22 members gave second largest check in district to Polio Why did this succeed? Why did this succeed? Is Bill Gates a Rotarian? Is Bill Gates a Rotarian?

Quick Quiz 1. What Dollar Amount is threshold of a “major donor” 1. What Dollar Amount is threshold of a “major donor” $1,000 $1,000 $5,000 $5,000 $10,000 $10,000 $50,000 $50,000

2. Changing the beneficiary of your life insurance to Rotary is tax deductible 2. Changing the beneficiary of your life insurance to Rotary is tax deductible True True False False

3. Changing the ownership of your life insurance to Rotary can be tax deductible 3. Changing the ownership of your life insurance to Rotary can be tax deductible True True False False

4. You can gift Real Estate to Rotary 4. You can gift Real Estate to Rotary True True False False

5. As a special program, Rotary can pay you a competitive income, avoid capital gains taxes, give you a current tax deduction, and reduce estate taxes 5. As a special program, Rotary can pay you a competitive income, avoid capital gains taxes, give you a current tax deduction, and reduce estate taxes True True False False

6. Major Donors are strictly Rotarians 6. Major Donors are strictly Rotarians True True False False

7. The name given to the top gift to Rotary 7. The name given to the top gift to Rotary A. Arch C. Klumph A. Arch C. Klumph B. Archie Bunker B. Archie Bunker C. Arch of triumph C. Arch of triumph D. None of the above D. None of the above

8. Life Income agreements are retirement checks given to past district governors 8. Life Income agreements are retirement checks given to past district governors True True False False

Someone wants information on being a major donor of $10,000 or more this year? Someone wants information on being a major donor of $10,000 or more this year? Contact Mike Kearns Contact Mike Kearns Roger Hassler Roger Hassler

Someone wants the Income agreement presentation? Someone wants the Income agreement presentation? Contact Mike Kearns Contact Mike Kearns Michael Dunlap, CPA, MS Taxation Zone 26 Major Gifts Officer Michael Dunlap, CPA, MS Taxation Zone 26 Major Gifts Officer ry.Org (760) ry.Org (760) ry.Org (760) ry.Org (760)

Someone wants a top level presentation of what Rotary can do to assist them in their charitable giving Someone wants a top level presentation of what Rotary can do to assist them in their charitable giving Michael Dunlap, CPA, MS Taxation Zone 26 Major Gifts Officer Michael Dunlap, CPA, MS Taxation Zone 26 Major Gifts Officer ry.Org (760) ry.Org (760) ry.Org (760) ry.Org (760)

A LITTLE HISTORY… Total Polio Cases: 2008: 1, : 1, : : 650

WHERE WE ARE: Wild Polio Virus Cases: Country Afghanistan All others All of Jan.- July Nigeria Pakistan Chad TOTALS

What will it take to end polio? TIME COMMITMENT Money

D-5170 Contributions: Total $405 Million Clubs $ 676,939 Interact 76,811 Total $ 753,650 From Dec., 2007 To July, 2012 Gates Foundation Challenge Grant: Challenge Amount: $355 Million Final Gift: 50 Million

WHAT TO DO: Plan: Now Execute: Jan. 1, 2013

Global Grant Scholars: Must total at least $30,000, with Rotary Foundation minimum match of $15,000. Clubs or District may contribute cash or DDF to equal the total.

Scholar Grants Graduate study must fall within one of the following 6 areas: Graduate study must fall within one of the following 6 areas: Peace and Conflict Resolution Peace and Conflict Resolution Disease Prevention and Treatment Disease Prevention and Treatment Water and Sanitation Water and Sanitation Maternal and Child Health Maternal and Child Health Basic Education and Literacy Basic Education and Literacy Economic and Community Development Economic and Community Development

Scholar Grants Important Dates – Global Scholars Nov. 1, 2012 Application available on D5170 web site web site Jan. 1, 2013Application due to sponsoring club Feb. 1, 2013Recommended Scholar Apps due to Scholar Committee Mar. 30, 2013Scholar Interviews/Selection

IMPORTANT NOTE: BEGINNING CLUBS WHO RECOMMEND SUCCESSFUL SCHOLARS MUST COMPLETE THE APPLICATION AND REPORTING

Scholar Grants District Scholar Grant: District Scholar Grant: Can be any amount, for any school, pre- or-post grad. Preference given to scholars whose education includes a humanitarian emphasis/project Can be any amount, for any school, pre- or-post grad. Preference given to scholars whose education includes a humanitarian emphasis/project May be funded by a Club or the District using DDF and/or cash May be funded by a Club or the District using DDF and/or cash

Scholar Grants Important Dates – District Grant Scholars   June 15, 2013Application available on D5170 web site   July 1-Oct 31, 2013Applications accepted by sponsoring clubs and submitted to District Scholar Committee   August 15, 2013Scholar Interviews/Selection (1 st group)   Nov 16, 2013Scholar Interviews / Selection (2 nd group)

Scholar Grants For More Information: Marie Sikora District 5170 Scholar Committee Chair Rotary Club of Scotts Valley, 400 Coon Heights Rd, Ben Lomond, CA