AG Yvonne Kumoji-Darko

Funding The Rotary Foundation

ROTARY FOUNDATION SEMINARDISTRICT 9102

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.

POINTS FOR DISCUSSION

• FUNDING THE ROTARY FOUNDATION

• WAYS OF ENCOURAGING CONTRIBUTION

• RECOGNITIONS

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WAYS OF FUNDING TRF

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

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.

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

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)

WAYS OF ENCOURAGING CONTRIBUTION

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PAUL HARRIS FELLOWS ANDMAJOR DONORS

BENEFACTORS

PAUL HARRIS SOCIETY

EREY (Every Rotarian Every Year)

DISTRICT INITIATIVES

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ENCOURAGING 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.

Paul Harris Fellow

100% PHF Club

Memorial PHF

Certificate of Appreciation

Benefactor Recognition

Major Donor Recognition

ARCH C. KLUMPH SOCIETY

PAUL HARRIS SOCIETY

Club Recognition

100% EREY Club

100% Sustaining Member Club

100% Paul Harris Fellow Club

• $100+ Club Per Capita

• $100+ Club Per Capita

• 100% Members are Paul Harris Fellows as of Any Given Date

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