Funding The Rotary Foundation SEMINAR DISTRICT 9102 Funding The Rotary Foundation AG Yvonne Kumoji-Darko
MISSION OF THE FOUNDATION To enable Rotarians to advance world understanding, goodwill and peace through the improvement of health, the support of education and the alleviation of poverty.
POINTS FOR DISCUSSION FUNDING THE ROTARY FOUNDATION WAYS OF ENCOURAGING CONTRIBUTION RECOGNITIONS
WAYS OF FUNDING TRF Annual Fund Endowment Fund PolioPlus Fund Contributions from Rotarians and friends of the Foundation worldwide. Contributions sent to the Foundation can be directed to the: Annual Fund Endowment Fund PolioPlus Fund
POLIO PLUS FUND 1. PolioPlus is Rotary’s most recognized program 2. Rotary has contributed over US$1 billion 3. Rotarians constitute a powerful volunteer network.
Annual Programs Giving Unrestricted Determines club per capita, EREY, and Sustaining Member status Determines availability of funds for TRF programs 3 years hence Tips for making giving easy On-line Giving Promoting giving by club dues option
Endowment Fund Formerly known as the Permanent Fund Principal never spent; only the earnings Outright Gifts (cash, securities, real estate, tangible personal property) Life Income Agreements (annuities, trusts) Bequests (specific, residual, contingent)
WAYS OF ENCOURAGING CONTRIBUTION EREY (Every Rotarian Every Year) PAUL HARRIS FELLOWS AND MAJOR DONORS PAUL HARRIS SOCIETY BENEFACTORS
DISTRICT INITIATIVES
ENCOURAGING CONTRIBUTIONS Weekly contributions at club meetings Develop case stories each month and ask club members to donate for the cause On-line contributions
RECOGNITION PROGRAMMES Rotary has devised ways of recognizing Rotarians and the general public for the contributions they make to the Rotary Foundation.
Paul Harris Fellow
100% PHF Club
Memorial PHF
Certificate of Appreciation
Benefactor Recognition
Major Donor Recognition
ARCH C. KLUMPH SOCIETY
PAUL HARRIS SOCIETY
100% Sustaining Member Club 100% Paul Harris Fellow Club Club Recognition 100% EREY Club $100+ Club Per Capita 100% Sustaining Member Club $100+ Club Per Capita 100% Paul Harris Fellow Club 100% Members are Paul Harris Fellows as of Any Given Date
Recognition Points Purpose: Allow one person to give, but another to be recognized One point earned for each dollar given “Recognition Level”: Can be mixture of your dollars and another’s points to you PHF multiple level based on this mixture Only dollars count toward Major Donor status