1. The Rotary Foundation
Giving Programs

2. Charity
Giving

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

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

5. 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

6. Membership by Recognition Australia

7. Membership by Recognition New Zealand

8. EREY (Centurion) Donors by District 16-17

9. Paul Harris Society Members by District

10. Level of Participation – All Giving Programs

11. Level of Participation – Major Donors

12. Level of Participation – Bequest Society

13. Programs

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

15. Centurion
Program

16. 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

17. 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

18. 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

19. 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

20. Ways to give – The website

21. 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.

22. 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

23. 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

24. Recognition Materials
Presented once only
Can be presented annually

25. 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

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

27. Paul Harris
Society

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

29. 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

30. 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

31. 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 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.

32. Recognition Materials
Presented once only
Usually presented at a event

33. 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

34. 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!

35. Bequest
Society

36. 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.

38. Contributing to your DDF

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

40. 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

41. Arch Klumph
Society

42. 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.

43. AKS Members by District

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

45. Polio

46. 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

47. Goals

48. 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

49. 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

50. 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

51. 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

52. Reports

53. Report accessible by a DRFC

54. 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