The Rotary Foundation Giving Programs

Charity Giving

Charities in Australia and New Zealand have a combined total income of nearly $125b annually

Our Charity Rotary International only has one official charity.. Do you give personally to one of these? Why not give to our own charity?

Most Australians & Kiwi’s give to a Charity. On average they give to at least three charities per year. The average Australian gave $318* to Charity last year. *Source NAB Only 23% of Rotarians gave to our Charity – The Rotary Foundation Giving is tax deductible through: The Australian Rotary Foundation Trust, or Guardian Trust in New Zealand

Membership by Recognition Australia

Membership by Recognition New Zealand

EREY (Centurion) Donors by District 16-17

Paul Harris Society Members by District

Level of Participation – All Giving Programs

Level of Participation – Major Donors

Level of Participation – Bequest Society

Programs

Fundraising Programs Polio Paul Harris Society Bequest Society Centurion Program (EREY) Paul Harris Society Bequest Society Arch Klumph Society Polio

Centurion Program

The Centurion Program Entry Level Personal Engagement with The Rotary Foundation $100 per year (local currency) Annual Fund ONLY District administered Use EREY Reports to track engagement

Benefits of becoming a Centurion Your contribution is tax deductible Your contribution goes to the Annual Fund of The Rotary Foundation Your contribution earns Paul Harris Credit points 50% of your contribution come back to the District in 3 years to support Programs that support your Club Recognition pin Personal satisfaction of supporting our Charity

Ways to give – Club Multiple Donor Form Give via your Club Club lists member & member ID on form Member gives to Club Club sends form and one cheque Australia – direct to RISPPO NZ via Guardian Trust Each member receives a tax receipt Mark this form Annual Fund Only

Ways to give – Recurring Giving Register your annual giving with RISPPO Tick term box Currency A$100 Credit card or direct debit Advise District Centurion Chair of your giving. Give Directly

Ways to give – The website

Set your Goals in My Rotary Club Centurion Action Plan Appoint a Centurion Chair to your Rotary Foundation Committee Annual Fund Chair Set your Goals in My Rotary Outline your Club Foundation giving Plan Annual contribution of $100 per member or $2 per week collected from members Foundation Month (November) Centurion recognition.

Paul Harris Society Chair District Foundation Committee District Rotary Foundation Chair (DRFC) Grants Chair Stewardship Chair Annual Fund Chair Paul Harris Society Chair Endowment Gifts Chair Polio Chair Scholarships Chair Peace Fellow Chair VTT Chair 1 x TRF Ambassador per cluster group

Use the Club Foundation Banner Report as your Management Tool EREY is contributions up US$100. (Centurions recorded here) Sustaining Member is contributions over US$100 Paul Harris Society Eligible is contributions over US$1,000 A PHS is automatically a Sustaining Member and EREY A sustaining Member is automatically a EREY (Centurion) Contributions to Annual Fund ONLY Use the Club Foundation Banner Report as your Management Tool

Recognition Materials Presented once only Can be presented annually

What your contribution does? Funding todays projects What your contribution does? Contributions go to the Annual Fund or Polio Fund Contributions accrue Paul Harris Recognition points 1,000 recognitions points converts to a Paul Harris Recognition 50% of the contribution to the Annual Fund returns to the District in 3 years District Grants Global Grants VTT Areas of Focus Scholarships 50% to World Fund $ for $ match from DDF $0.50 match from Club and other funding

Only one charity gives your District back 50% of your Annual Fund contributions after 3 years…. …Supporting your local and international projects

Paul Harris Society

What is the Paul Harris Society? US$1,000 every year Annual Fund Polio Plus Approved Foundation grant

Paul Harris Society Chair District Foundation Committee District Rotary Foundation Chair (DRFC) Grants Chair Stewartship Chair Annual Fund Chair Paul Harris Society Chair Endowment Gifts Chair Polio Chair Scholarships Chair Peace Fellow Chair VTT Chair 1 x TRF Ambassador per cluster group

Use the Paul Harris Society Report as your Management Tool PHS is contributors of US$1000 or more annually Contributions can be monthly, quarterly or annually. A PHS is automatically a Sustaining Member and EREY member Contributions to Annual Fund, Polio or Approved Global Grant Use the Paul Harris Society Report as your Management Tool

Role of Paul Harris Society Chair Be a Paul Harris Society member Manage District database on active Society members Know who is Monthly, quarterly and annual contributors Send reminder email to annual contributors Remind monthly and quarterly contributing members of variations to the exchange rate. A$100 per month need to adjust to A$110 under current rate Organise in conjunction with DRFC a Society recognition annual dinner Be an active member of the District Foundation Team.

Recognition Materials Presented once only Usually presented at a event

Paul Harris Society Outcomes Increased spread of contributions throughout the year Wider selection pool for TRF Ambassadors Increased depth to program funding Biggest contributing Districts also have the most Society members. D9800 D9685 D9630 Increasing our ability to DO GOOD IN THE WORLD

It’s less than the cost of a cup of coffee per day! Become a Paul Harris Society member and engage with our Foundation It’s less than the cost of a cup of coffee per day!

Bequest Society

Doing good in the world beyond your lifetime The Bequest Society Doing good in the world beyond your lifetime A Bequest Society member is an individual or couple that has made a provision in their estate plan to gift a minimum US$10,000 to The Rotary Foundation.

Contributing to your DDF

Recognition Material The Rotary Foundation Endowment Fund – Leaving a Legacy… To Secure Tomorrow

Paul Harris Society Chair District Foundation Committee District Rotary Foundation Chair (DRFC) Grants Chair Stewartship Chair Annual Fund Chair Paul Harris Society Chair Endowment Gifts Chair Polio Chair Scholarships Chair Peace Fellow Chair VTT Chair 1 x TRF Ambassador per cluster group

Arch Klumph Society

Named after the sixth president of Rotary, the Arch Klumph Society was established to acknowledge and recognize The Rotary Foundation’s highest tier of donors Those who have contributed US$250,000 or more during their lifetime. Members have the opportunity to be formally inducted into the society and to have their name, portrait, and biographical information displayed at Rotary International World Headquarters.

AKS Members by District

Recognition Material $250,000+ $500,000+ $1,000,000+

Polio

Wild polio cases as of February 2018 2013 2014 2015 2016 2017 YTD 2018 Last Case Pakistan 93 306 54 20 8 15 Nov 17 Nigeria 53 6 4 21 Aug 16 Afghanistan 14 28 13 3 6 Jan 18 Total Endemic 416 359 74 37 22 Fundraising Objective: Every Club to contribute US$1,500

Goals

Fundraising Goals 18-19 100% EREY in every Club 100 new Paul Harris Fellows per District Average of one Paul Harris Society member per Club 135 new Bequests 5 per District 135 new Major Donors Minimum One AKS member per District

November is Foundation Month Planning Encourage Members to consider their Personal giving to the FOUNDATION during this month Encourage Clubs to recognise community leaders with a PAUL HARRIS FELLOW during this month Encourage Clubs to have a Guest Speaker on THE ROTARY FOUNDATION this month Have a PAUL HARRIS SOCIETY recognition dinner

Goals If they are set they are measured. If goals are measured they are likely to succeed. A goal is not a commitment it is an indication

Club Engagement Plan Every member a Centurion ($100) One Paul Harris Society member per Club Active Foundation Chair on the Board Every member a Centurion ($100) Consider 15% of Club fund raising to TRF Apply for a District Grant Commit US$1,500 to End Polio Now TRF to be part of every Rotarian’s Charity Giving

Reports

Report accessible by a DRFC

Also use the Monthly Contribution Report as your Management Tool Measure which Clubs have submitted Annual Fund goals Measure progress to achievement of goal “Other Funds” equals Polio of Global Grant contribution. Use previous year report as a guide. Can easily be converted to excel file for ranking purposes Also use the Monthly Contribution Report as your Management Tool