2. Funding The Rotary Foundation
SEMINAR
DISTRICT 9102
Funding The
Rotary Foundation
AG Yvonne Kumoji-Darko

3. 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.

4. POINTS FOR DISCUSSION FUNDING THE ROTARY FOUNDATION
WAYS OF ENCOURAGING CONTRIBUTION
RECOGNITIONS

5. 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

6. 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.

7. 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

8. 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)

9. WAYS OF ENCOURAGING CONTRIBUTION
EREY (Every Rotarian Every Year)
PAUL HARRIS FELLOWS AND
MAJOR DONORS
PAUL HARRIS SOCIETY
BENEFACTORS

10. DISTRICT INITIATIVES

11. ENCOURAGING CONTRIBUTIONS
Weekly contributions at club meetings
Develop case stories each month and ask club members to donate for the cause
On-line contributions

12. RECOGNITION PROGRAMMES
Rotary has devised ways of recognizing Rotarians and the general public for the contributions they make to the Rotary Foundation.

13. Paul Harris Fellow

14. 100% PHF Club

15. Memorial PHF

16. Certificate of Appreciation

17. Benefactor Recognition

18. Major Donor Recognition

19. ARCH C. KLUMPH SOCIETY

20. PAUL HARRIS SOCIETY

21. 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

22. 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