ANNUAL GIVING
Every Rotarian Every Year Campaign to Support the Annual Fund
Steven Solomon, Annual Giving Officer for Zones 25 & 26
December 2013
ANNUAL FUND
Define
 Share
 Areas of Focus
Goal Setting
 Rotary Club Central
Ways to Give
 Online
 Rotary Direct
 Contribution Forms
Reports
 EREY Eligibility Report
 Club Recognition Summary
 Club Fundraising Analysis
 Monthly Contribution Report
Recognition
 Individual
 Club
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
Rotary’s recurring giving program
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
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ROTARY DIRECT
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Who can enter goals?
CLUB LEVEL
DISTRICT LEVEL
President
Secretary
Treasurer
Foundation Chair
Membership Chair
Executive Secretary
District Governor
*Assistant Governors
Committee Chairs
Executive Secretary
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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 July
5. 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 Club
Assign District Governor Nominee as Assistant Governor
District & big club leadership meet monthly & attend big club meeting together
Involve 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:
Goal
Year 1 (DG)
Year 2 (DGE)
100% EREY
100% Sustaining Member
Year 3 (DGN)
100% PHF
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
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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
How to get help
 Email contact.center@rotary.org
 Call 866-976-8279
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 Profile
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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?
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