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Funding The Rotary Foundation
SEMINAR DISTRICT 9102 Funding The Rotary Foundation AG Yvonne Kumoji-Darko
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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.
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POINTS FOR DISCUSSION FUNDING THE ROTARY FOUNDATION
WAYS OF ENCOURAGING CONTRIBUTION RECOGNITIONS
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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
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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.
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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
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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)
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WAYS OF ENCOURAGING CONTRIBUTION
EREY (Every Rotarian Every Year) PAUL HARRIS FELLOWS AND MAJOR DONORS PAUL HARRIS SOCIETY BENEFACTORS
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DISTRICT INITIATIVES
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ENCOURAGING CONTRIBUTIONS
Weekly contributions at club meetings Develop case stories each month and ask club members to donate for the cause On-line contributions
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RECOGNITION PROGRAMMES
Rotary has devised ways of recognizing Rotarians and the general public for the contributions they make to the Rotary Foundation.
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Paul Harris Fellow
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100% PHF Club
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Memorial PHF
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Certificate of Appreciation
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Benefactor Recognition
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Major Donor Recognition
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ARCH C. KLUMPH SOCIETY
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PAUL HARRIS SOCIETY
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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
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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
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