Rotary Foundation Giving Guide
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This document discusses establishing and maintaining a successful Paul Harris Society. It provides an overview of the Paul Harris Society, which supports The Rotary Foundation by encouraging annual gifts of $1,000. Key aspects include appointing a Paul Harris Society Coordinator, promoting membership through materials like a brochure, utilizing Foundation support tools, and maintaining efforts like continual promotion, timely recognition, and annual reminders. The document encourages leveraging the Foundation's centennial year and using online donation options like Rotary Direct for recurring gifts. It aims to provide best practices for establishing and sustaining a strong Paul Harris Society.
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Rotary Foundation Giving Guide
- 1. 2016 ROTARY INTERNATIONAL CONVENTION ESTABLISHING AND MAINTAINING A SUCCESSFUL PAUL HARRIS SOCIETY
- 2. MEET THE PANELISTS Ron Geary EMGA Virpi Honkala RRFC PHOTO NEEDED Bryn Styles Rotary Foundation Trustee
- 4. PAUL HARRIS SOCIETY BACKGROUND • Originally a district program to increase giving to our Foundation • 2013-14 was the charter year as an official Foundation program
- 5. PAUL HARRIS SOCIETY MEMBERS SUPPORT THE FOUNDATION BY… Giving US$1,000 every year to: • The Annual Fund • PolioPlus • An approved Foundation grant
- 6. IMPORTANT SOURCE OF FUNDING FOR OUR FOUNDATION • 3% of Rotarians give $1,000 or more to the Annual Fund • These donors represent about 38% of all Annual Fund giving
- 7. YOUR DISTRICT’S PAUL HARRIS SOCIETY COORDINATOR (PHSC) PHSCs are appointed for one year terms and focus on: • Promotion • Administration • Education
- 8. HOW TO JOIN THE PAUL HARRIS SOCIETY Join online at: www.rotary.org/PaulHarrisSociety
- 9. THE PAUL HARRIS SOCIETY BROCHURE
- 10. THE PAUL HARRIS SOCIETY BROCHURE
- 11. LEVERAGE THE ROTARY FOUNDATION’S CENTENIAL YEAR
- 12. USING ROTARY DIRECT TO MAKE RECURRING GIFTS Give online at www.rotary.org/give
- 13. UTILZING FOUNDATION SUPPORT • Welcome email to new members • Year-end reminder to members who have yet to give US$1,000 • Report to help identify current and prospective PHS members
- 14. BEST PRACTICES
- 15. ESTABLISHING A PAUL HARRIS SOCIETY • Get support from district leadership • Organize a team of PHS promoters • Schedule charter events
- 16. MAINTAINING A STRONG PAUL HARRIS SOCIETY • Continual promotion for new members • Timely recognition • Say “thank you” • Annual reminders
- 17. QUESTIONS
- 18. Rate this session! Your feedback is valuable so remember to complete the brief session evaluation in the convention mobile app. To download the app, search for “Rotary Events” in your Apple or Android app store. This presentation and others from throughout the convention are available through the convention mobile app and on SlideShare at www.SlideShare.net/Rotary_International.
Editor's Notes
- Bryn Styles Welcome, overview of session, introductions, poll: Review objectives for session: What is the Paul Harris Society? How PHS members support the Foundation and why their support is so crucial. How the districts, volunteers and the Foundation work together to help create and maintain strong Paul Harris Societies. Best practices for identifying new members and encouraging contributions/maintaining a successful Paul Harris Society. Q&A Thank you and reminder to use the convention app to rate the session. Introduction of panelists: PDG Virpi Honkala PDG Ron Geary Poll (show of hands): How many people know what the Paul Harris Society is? Does your district have a Paul Harris Society? Are there any current or incoming Paul Harris Society Coordinators in the audience?
- Bryn Styles Virpir, can you start us off by sharing the history of this important program and how Paul Harris Society members choose to support the Foundation?
- Virpi Created in 1999 by PDG Wayne Cusick District 5340 San Diego, CA, USA Expanded quickly throughout the world Adopted by the TRF Trustees on 11 July 2013 Although the 2013-14 Rotary year was the “charter year” as official Foundation program, we recognize that many districts have been supporting their PHS programs for years. Currently, PHS is a district driven program. The Foundation provides some general administrative support but districts are encouraged to be really engaged and make their PHS their own. We’ll go into this a little later when we talk about best practices.
- Virpi Giving requirements: Named after Rotary’s founder, the Paul Harris Society recognizes individuals who express the intent to contribute in the currency equivalent of US$1,000 or more every year that they are financially able to the Annual Fund, Polio Plus, or an approved Foundation Global Grant. The Rotary Foundation recognizes this generous commitment by awarding members with a chevron pin and certificate. You may have noticed that there is a fund missing from this list, who sees what it is? Wait for answer. That’s right, the Endowment Fund. As many of you know, the Endowment Fund is designed to ensure Rotary’s long-term health through investments. The Paul Harris Society is designed to recognize those donors who choose to provide support for Rotary’s current work by giving to these three areas. Comparison to PHF You’ll also notice that the Paul Harris Society shares the name of our first recognition program, the Paul Harris Fellow. When the Paul Harris Fellow recognition was established in 1957 to recognize gifts of $1,000 this amount represented a very substantial amount to donors and to the Foundation. Now, $1,000 in 1957 is the equivalent of $8,500 today. As such, the Paul Harris Society is a way to promote regular substantial annual gifts that enhance Rotary’s image as a leading charity, keep costs lower, and enhance district and TRF’s ability to do good in the world. Breaking down the amount: $1,000 may seem like a large commitment to many but when you think about it, if you buy a cup of coffee every day you’re easily spending the same amount annually. If you’re interested in joining, or are talking to members who’d like to join, but are hesitant about making a large commitment consider breaking down the amount into digestible numbers.
- Bryn Styles Thank you. Rotary Foundation activities work to improve communities relying on the grass-root expertise of Rotarians while forging life-long partnerships. Giving at the Paul Harris Society level on an annual basis is crucial for Rotarians to continue their good works—from local projects to our continued efforts to rid the world of Polio. Poll (audience shouts out answers or Bryn calls on participants): How many Rotarians do you think give $1,000 or more to the Annual Fund in 2014-15? Click one to reveal 3% of donors give $1,000 or more to the Annual Fund What percentage of giving to the Annual Fund do you think these donors represent? Click two to reveal that these donors represent about 38% of giving to the Annual Fund 3% of Rotarians contribute at or above the Paul Harris Society level, yet it represents 38% of the Foundation’s Annual Fund contributions which support global grants, district grants, polio eradication, vocational exchanges, scholarships and more. Bryn briefly talks about one of the Global Grant projects important to her then poses question: imagine what we could do if we could increase the number of Rotarians giving $1,000 annually, imagine the good we could do. Note: For the 2014-15 Rotary year Paul Harris Society Members contributed over US$16.2 million to the Annual Fund which makes up about 13% of contributions to the Annual Fund.
- Bryn Styles Since the Paul Harris Society is truly a program that is rooted at the district level, each district should have a Paul Harris Society Coordinator to support their efforts. Virpi Thank you, Bryn. Appointing a PHSC Paul Harris Society Coordinators (PHSCs) are appointed by District Governors for one-year terms. When choosing a person for this role, think of a Rotarian that has a passion for Rotary, is well respected, and therefore can inspire others. Ideally this individual should be willing to lead by example and is a member of the Paul Harris Society themselves. Ideally this individual should hold only this role rather than having other district roles as well. This will allow them to fully concentrate their efforts in growing their Paul Harris Society. Role of PHSC The PHSC should focus efforts on promoting the Paul Harris Society, like giving presentations at clubs or district events for example. They are also responsible for ensuring that donors are added to the PHS list once they join and for recognizing donors with the PHS insignia and certificate. It’s also important that the PHSC educates donors on what the Paul Harris Society is and the important annual support that PHS members provide to the Foundation. This includes ensuring donors understand the annual commitment they are volunteering to make and informing them of the good works their district is able to do as a result of their generosity. Brief examples of specific tasks a PHSC does
- Virpi A PHSC is also responsible for helping people sign up once they’ve decided to join the Paul Harris Society. Donors can join the Paul Harris Society by informing their PHSC but they can also sign up online at rotary.org Signing up online Filling out the PHS brochure or handout and sending it in to Rotary International Headquarters your local International Office
- Virpi The Paul Harris Society brochure is also a good tool for promotion and for registering new members. Bryn, thank you Virpi on the overview of signing up new members. Ron, what are some good methods for Paul Harris Society members to contribute?
- Ron While it’s not required to make a gift when you sign up for the Paul Harris Society the form on the PHS brochure offers an easy way to give if you’re ready give. You choose where you want your gift to go and can also decide if you’d like to make a one-time or recurring gift. This brings us to another great way you can enroll in the Paul Harris Society which is by signing up for Rotary Direct.
- Ron The Rotary Foundation’s Centennial year provides a unique recruiting tool for potential members of the Paul Harris Society. The opportunity to be a centennial PHS member only comes once every 100 years. New PHS members who join during the Centennial can receive the special PHS certificate with the Centennial Logo. The new certificate will be available to PHSCs on Rotary.org along with all the other PHS resources starting 1 July.
- Ron Rotary Direct, which is Rotary’s recurring giving program, is a safe, secure and easy way to give to Foundation as a Paul Harris Society member A recurring contribution is an arrangement made through the Foundation to charge a credit or debit card at an amount and frequency most convenient to you. This can be done monthly, quarterly or annually. You can enroll online, in multiple currencies, while preserving local tax benefits in most cases. For example, a Canadian Rotarian can donate via rotary.org, in Canadian dollars and receive a tax receipt from The Rotary Foundation (Canada). With contributions of US$85/month, US$250/quarter or US$1,000 annually Rotarians and friends of Rotary will be giving at the Paul Harris Society level. For those of you, who like me, are outside of the US it is important to consider fluctuating exchange rates when setting their Rotary Direct amount. If your hope is to meet their PHS giving through Rotary Direct you might want to set it for a little more than what is required at that time so that even with changes in exchange rates you are still reaching US$1,000 each year. We understand that Rotary Direct is not available in some countries, including Brazil, where many donors choose to give through the Brazilian website using bank notes. This is something that The Rotary Foundation is aware of and working to resolve. We want to offer donors the best online experience possible but are working with more limited resources than Amazon or other large companies. NOTE: Online contributions can be in any of 13 currencies, while preserving local tax benefits in most cases. For example, a Canadian Rotarian can donate via Rotary.org in Canadian dollars and receive a tax receipt from the Canadian Associate Foundation. Rotary’s website accepts contributions in the following currencies: Argentine pesos , Australian dollars , British pounds, Canadian dollars, Danish kronen, euros, Japanese yen, New Zealand dollars, Norwegian kronen , South African rand, Swedish kronor, Swiss francs, and United States dollars .
- Bryn Styles Foundation Communication The Foundation supports the Paul Harris Society by providing communications that are distributed world wide. Every new member who joins the Paul Harris Society receives a welcome email once their membership is updated in Rotary International database. Additionally, when a new member is added an e-mail is also sent to the Paul Harris Society Coordinator notifying them of a new PHS member. In case a district does not have a PHSC the District Rotary Foundation Chair receives the e-mail. T The Foundation also coordinates with the International Offices to provide year-end reminders in areas where it is culturally appropriate. Since Foundation involvement with the Paul Harris Society is relatively new, the Foundation is working with volunteers to improve communication in ways that augment the important work of the districts. Resources from The Rotary Foundation The Foundation also supports my role in many ways: The PHS report, available on rotary.org to PHSCs, is an important tool for a successful Paul Harris Society. This report shows a complete list of Paul Harris Society members as well as any donor who has given $1,000 or more to the Annual Fund, PolioPlus, or a Foundation Global Grant in a given Rotary year. I use this tool to help me identify potential new PHS members and to keep track of current members for stewardship outreach. If anyone here is interested in seeing the report we’ll have handouts available at the end of the session. If PHSCs ever need additional recognition pins, they can get them from the Foundation or IO that serves your area. The Foundation also shares best practices, for example last year they offered a webinar on how to run an effective Paul Harris Society. In North America, Annual Giving officers are available to offer strategy advice and outside of North America PHSCs can work with the staff at their International Offices.
- Bryn Styles Thank you. Next, we’ll move on to a discussion of best practices for starting and sustaining a Paul Harris Society in your district.
- Bryn Styles Bryn shares a brief example of how a district in his area started a Paul Harris Society. Panelists, can you share a few of the most successful method’s your districts have used to establish Paul Harris Societies? Panelists share examples of how Paul Harris Societies got started in their areas. Possible answers: Personal meetings Email and mail invitations and thank-yous Group presentations Special club, district, or zone challenges Use the brochure and handout Promotion in district newsletters and websites, also great way to say “thank you” to members
- Bryn Styles After you’ve established a Paul Harris Society it’s important to maintain it by engaging the donors through: Continual promotion to attract new donors Timely recognition for new donors Ongoing stewardship to all members – make sure to say thank you often! For those who have chosen to join but have not yet given $1,000 by the end of the Rotary year it’s also helpful to remind them – with busy lives people may forget or even if they are unable to make a gift that year, it’s nice to show that you remember them and want to connect. Joanne gives an example of successful tactics used in her area. Panelists, could you share some successful tactics used in your areas to encourage giving at the Paul Harris Society level and say thank you to those who choose to join? Panelists give examples of how they promote giving at the PHS level and say “thank you” to donors in their areas.
- Bryn Styles facilitates answer and question session (remaining time of session allowing for 5 minutes for wrap up).