annual giving every rotarian every year campaign to support the annual fund steven solomon, annual...
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ANNUAL GIVING Every Rotarian Every Year Campaign to Support the Annual FundSteven Solomon, Annual Giving Officer for Zones 25 & 26December 2013
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ANNUAL FUND
Define Share Areas of Focus
Ways to Give Online Rotary Direct Contribution Forms
Recognition Individual Club
Goal Setting Rotary Club Central
Reports EREY Eligibility Report Club Recognition Summary Club Fundraising Analysis Monthly Contribution Report
Best Practices EREY Successes
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ANNUAL FUND-SHARE
The primary source of funding for Foundation grants is Annual Fund-Share. Designated contributions through the Every Rotarian, Every Year campaign remain crucial and therefore are strongly encouraged.
Contributions Credited towards annual giving goal and per capita
calculation Eligible for all Annual Fund recognition opportunities
including EREY, Rotary Foundation Sustaining Member, Paul Harris Fellow, Paul Harris Society, Major Donor, and Arch C. Klumph Society
Generates District Designated Funds (DDF)
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HYPERLINKED RESOURCES (page 15 in the Resource Guide)
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ANNUAL FUND
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ANNUAL FUND BANNER RECOGNITION STATUS REPORT
% EREY Percentage of Rotarians who give something to the Annual Fund
% Sustaining Member Percentage of Rotarians who give at least US$100 to the Annual Fund
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TOP 30 GIVING COUNTRIES (2012-13)
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ANNUAL FUND-AREAS OF FOCUS
Giving opportunities to reinforce the Foundation’s strategic priorities to be primarily used for non-contributing Rotarians, Alumni, Rotary Action Groups, Interactors, Rotaractors, corporations, foundations and the general public.
Contributions Credited towards a club’s annual giving goal and per capita calculation Eligible for all Annual Fund recognition opportunities including EREY,
Rotary Foundation Sustaining Member, Paul Harris Fellow, Paul Harris Society, Major Donor, and Arch C. Klumph Society
Does not generate District Designated Funds (DDF) since they are not included in the district SHARE calculation
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CONTRIBUTION DETAIL FOR 5 YEARS (shows Annual Fund-Areas of Focus giving)
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ROTARY DIRECT
Save Time Money Lives
Ways to Sign Up Online www.rotary.org/give Fax Form to 847-328-5260 Call Contact Center at 866-976-8279
Track Participants Club Recognition Summary
More Information Page 5 in the Resource Guide
Rotary’s recurring giving program
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ROTARY DIRECT
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CLUB LEVEL
PresidentSecretaryTreasurer
Foundation ChairMembership Chair
Executive Secretary
DISTRICT LEVEL
District Governor*Assistant Governors
Committee ChairsExecutive Secretary
Who can enter goals?
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John Q. Rotarian
District: 0000 | Club: Your Club
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791 USD 791 USD
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GOAL SETTING IN ROTARY CLUB CENTRAL
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CLUB RECOGNITION SUMMARY (page 11 in the Resource Guide)
Rotary Direct Participating in Rotary’s recurring giving program
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EREY Eligibility Report (page 12)
Provides recognition eligibility (ie: date achieved for current & prior Rotary year)
Every Rotarian Every Year Contribute any amount to the Annual Fund
Sustaining Member Contribute at least US $100 to the Annual Fund
Paul Harris Society Contribute at least US $1,000 to Annual Fund, PolioPlus Fund or global
grant
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CLUB FUNDRAISING ANALYSIS
5 Rotary year dashboard of Annual Fund goals, giving and recognition totals
Use to set goals which are submitted through Rotary Club Central
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MONTHLY CONTRIBUTION REPORT (page 13)
Provides contribution information for Annual Fund, Other Fund (PolioPlus Fund & global grants) and Endowment Fund
Membership is populated in November with data from the July semiannual report submitted through Rotary Club Central
Use to identify non-contributing clubs
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FOUNDATION RECOGNITION POINTS (page 10 in the Resource Guide)
Define Transfer
Rules Reports
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CLUB RECOGNITION SUMMARY (page 11 in the Resource Guide)
Recognition amount Combination of cash contributions and Foundation recognition points
received (points do not count towards Major Donor recognition) Maximum amount that can be shown on the report is 9,000 (PHF +8)
Foundation recognition points Can be transferred to other individuals to help them achieve PHF
recognition Points accumulate 1:1 for every dollar contributed to Annual Fund,
PolioPlus Fund or global grant
Rotary Direct Participating in Rotary’s recurring giving program
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INDIVIDUAL DONOR RECOGNITION (pages 7-8 in the Resource Guide)
Rotary Foundation Sustaining Member
Paul Harris Fellow Certificate of
Appreciation Multiple Paul Harris
Fellow Paul Harris Society Major Donor Arch C. Klumph Society
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ANNUAL FUND (page 9 in the Resource Guide)
Club Recognition Opportunities
Every Rotarian Every Year Every member contributes to the Annual Fund & achieve a minimum US
$100 per capita
100% Rotary Foundation Sustaining Member Every member contributes at least US $100 to the Annual Fund
Top Three Per Capita in Annual Fund Giving Given to top three Annual Giving per capita clubs in the district Clubs must achieve a minimum US $50 per capita
100% Paul Harris Fellow Club Every member is a Paul Harris Fellow Awarded one time but the intent is that the club will maintain this status in
future years
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CLUB BANNER RECOGNITION (page 9 in the Resource Guide)
EREY Club 100% Paul Harris Fellow 100% Sustaining Member Top Three Per Capita in Annual Giving
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ACHIEVING EREY SUCCESS (pages 2-3 in the Resource Guide)
Every Rotarian Every Year Successes Before encouraging other to give, you should be a donor
first People give because they are asked to give Thank and recognize donors so they know they are
appreciated Share Foundation message with every club Share the Foundation’s charity ratings Give generously to create a better world Club recognition can motivate giving Tell the story of Rotary People give to people
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BEST PRACTICES (from Rotarian Richard Zegar)
1. Provide platform for beneficiaries, project participants and donors to share their Foundation story.
2. Have a Foundation minute at each club meeting from a different Rotarian
3. Provide Foundation project updates at every meeting 4. Challenge club board members to give publically at the first meeting
in July5. Have on-on-one meetings over complimentary meal to introduce
them to the culture of supporting the Foundation and initiate first gift.
6. Encourage members to review their donor history report 7. Provide thank you incentives for contributions 8. Use Foundation recognition points to stimulate giving 9. Select committee that serves for 4+ years which contributes to
consistency and creates an “atmosphere for giving”10.Use Rotarians vocations and special skills
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BEST PRACTICES (DISTRICT)
Large ClubAssign District Governor Nominee as Assistant GovernorDistrict & big club leadership meet monthly & attend big club meeting togetherInvolve club in (1) club foundation (2) The Rotary Foundation (3) international project Provide program on club foundation and The Rotary Foundation to explain difference
Recognition Plan The DG, DGE & DGN all support the plan:
Ask PHS members at reception to bring 2 PHS prospects to the recognition event
Assign the District Governor Nominee Designate as the Annual Fund Subcommittee Chair since money raised today will be spent during their year as District Governor
Year 1 (DG) Year 2 (DGE) Year 3 (DGN)
Goal 100% EREY 100% Sustaining Member 100% PHF
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CONTACT CENTER
Answer Rotary Questions My Rotary Donations, refunds, corrections Paul Harris Fellow issues Foundation recognition points Recognition items Enroll in Rotary Direct Join the Paul Harris Society
Provides Reports Donor History Report Club Fundraising Analysis Club Recognition Summary EREY Eligibility Report Paul Harris Fellow Report Monthly Contribution Report PolioPlus Contribution Report Banner Recognition Report Paul Harris Society Report District Fundraising ProfileHow to get help
Email [email protected] Call 866-976-8279
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ANNUAL FUND (group question)
How can you use inspirational messaging with your ask?
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ANNUAL FUND (group question)
What resources do you use to share the Foundation’s impact
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ANNUAL FUND (group question)
What is your Foundation story?