Contributions to The Rotary Foundation and Paul Harris Fellows (Europe/Africa)

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These slides are adapted from the webinar which was recorded on 09 December, 2014.

Rotary staff from the Europe/Africa office share best practices for making contributions to The Rotary Foundation and requesting Paul Harris Fellows, and provided information about which staff to contact in the Europe/Africa office with questions.

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Contributions to The Rotary Foundation and Paul Harris Fellows (Europe/Africa)

  1. 1. CONTRIBUTIONS TO THE ROTARY FOUNDATION AND PAUL HARRIS FELLOWS Monday 9 December 2013 Europe/Africa Office
  2. 2. AUDIO OPTIONS Use the Audio pod to select Use Telephone - or Use Mic & Speakers * To improve sound quality, please close all unnecessary programs such as email, MS Office, etc. If you have a cellular device, please move it away from your computer.
  3. 3. USING THE QUESTION POD Use the question pod to type in where you are in the world and how the weather is there.
  4. 4. ROTARY FOUNDATION COORDINATORS AT EAO  Lydia Alocen – lydia.alocen@rotary.org  1550, 1560, 1570, 1580, 1590, 1600, 1610  1680, 1690, 1700, 1710, 1730, 1740, 1750, 1760, 1780  2080, 2090, 2100, 2110, 2120  2482  2490  9010  9101, 9102  9150  9220
  5. 5. ROTARY FOUNDATION COORDINATORS AT EAO  Vanessa Court-Payen – vanessa.court-payen@rotary.org        1360 1380, 1390, 1400, 1410, 1420, 1430 1440, 1450, 1460, 1470, 1480 1510, 1520, 1640, 1650, 1660, 1670, 1720, 1770, 1790 2031, 2032, 2041, 2042, 2050, 2060, 2071, 2072 9211 9212
  6. 6. ROTARY FOUNDATION COORDINATORS AT EAO  Clare Griffiths – clare.griffiths@rotary.org           1800, 1810, 1820, 1830, 1840, 1850, 1860, 1870, 1880, 1890, 1900, 1930, 1940, 1950 1910, 1920 1911, 1912, 1913 2220, 2225 2230 2241 2420, 2430, 2440 2451, 2452 2483 2470, 2484
  7. 7. ROTARY FOUNDATION COORDINATORS AT EAO  Marta Wild – marta.wild@rotary.org  1960, 1970  1980, 1990, 2000  2201, 2202, 2203  2250, 2260, 2275, 2290, 2305, 2310  2320, 2330, 2340, 2350, 2360, 2370, 2380, 2390, 2400, 2410  9110, 9125, 9140  9210  9350, 9370, 9400
  8. 8. Poll
  9. 9. CONTRIBUTION PROCESSING   Reception of contribution in our bank account The finance department allocates the funds according to the details the donor has provided, or according to what is on the bank statement.    Donor’s name Recipient’s name Program (Annual Fund, PolioPlus, etc)
  10. 10. CONTRIBUTION CHALLENGES  Contributions without details   Who is making the contribution? What is it for?
  11. 11. CONTRIBUTION CHALLENGES  Where should the contributions be booked?      Annual Fund-SHARE? PolioPlus? Endowment Fund? Humanitarian grant? Currency and bank account
  12. 12. CONTRIBUTION PROCESSING AND RECOGNITIONS
  13. 13. MAKING A CONTRIBUTION  Credit card     Via phone or e-mail Via the Rotary website: www.rotary.org/myrotary Cheque Wire transfer
  14. 14. MAKING A CONTRIBUTION: ROTARY FOUNDATION FUNDS     Annual Fund-SHARE PolioPlus Rotary Foundation Grant Endowment Fund (Benefactor only)
  15. 15. MAKING A CONTRIBUTION: ROTARY FOUNDATION FUNDS  Annual Fund: Areas of Focus
  16. 16. MAKING A CONTRIBUTION: MULTIPLE INDIVIDUALS
  17. 17. CORRECTING CONTRIBUTIONS    Within 90 days of receipt, in the same Rotary year Contributions sent to a TRF fund cannot be moved to a humanitarian project at a later date When asking for a correction, please make sure to indicate every aspect that needs to be changed
  18. 18. Poll
  19. 19. PHF CHALLENGES  PHF requests without details    Who is giving the recipient a PHF? Where should the Paul Harris recognition be sent? What date is the PHF needed for?
  20. 20. INDIVIDUAL RECOGNITIONS  It is strongly suggested to let TRF staff know that you are expecting a PHF:  If a contribution generates a new PHF, staff will need to know this in order to prepare the recognition
  21. 21. INDIVIDUAL RECOGNITIONS  The shipping address is always necessary in order to send the Paul Harris Fellows   If we do not have an address, the PHF is shipped to the address in our database If a PHF is urgent, please also provide a phone number so that we can send everything via urgent mail
  22. 22. REQUESTING A PHF
  23. 23. CLUB RECOGNITION SUMMARY  Where to find it: My Rotary  Rotary Club Central
  24. 24. CLUB RECOGNITION SUMMARY
  25. 25. CLUB RECOGNITION SUMMARY   PHF points for the club and for donors Rotarians’ ID numbers
  26. 26. NOTES  We cannot give information about personal donations to anyone who is not the individual who made the contribution in the first place.
  27. 27. Thank you for attending today’s webinar, you can register for other webinars and access recordings of other webinars www.rotary.org/webinars

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