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 contact.center@rotary.org 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?