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.
Reach Out To Africa (ROTA) is a Rotary International committee that works to enhance Rotary in Africa through service projects and partnerships with Rotary clubs and districts in other countries. Hear first-hand updates from volunteers from several regions and gain new perspective on establishing partnerships.
Paul Harris Society: What's New, What's the Same, and Best Practices From the...Rotary International
The Paul Harris Society recognizes individuals who annually contribute $1,000 or more to the Annual Fund, PolioPlus, or an approved Rotary Foundation grant. While Paul Harris Societies are not new to many districts, as of 1 July 2013 The Rotary Foundation has made the Paul Harris Society an official recognition program worldwide.
Whether you have an established Paul Harris Society or are just starting out, learn how this recognition will remain the same and what changes have been made to provide increased support for your efforts in promoting it. These slides include best practices for identifying and inviting new members, collecting membership information, as well as ways of promoting and administering a successful Paul Harris Society in your district.
Continued support to The Rotary Foundation helps fulfill the promises we made to improve our communities and communities around the world.
These slides are from the webinar of the same name which took place October 2 & 3, 2013. Please visit www.rotary.org/webinars to view a recording of the session.
Whether you’re a future club president, Foundation chair, or just passionate about fundraising, this session will teach you about the Annual Fund and how to establish or promote a culture of philanthropy in your club. We’ll discuss ways to encourage first-time donors, thank and recognize donors, and celebrate The Rotary Foundation’s centennial.
In recent years, war, conflict, and persecution have resulted in more refugees and displaced persons than the world has seen in decades. There is no better time to start building sustainable projects in our peace and conflict prevention/resolution area of focus. Hear about successful projects and opportunities for collaboration with the Rotarian Action Group for Peace and Rotary Peace Fellows and learn ways to identify potential partner organizations while exploring the global grant application process.
Establishing and Maintaining a Successful Paul Harris SocietyElizabeth Toms
The Paul Harris Society recognizes Rotary members and
friends of The Rotary Foundation who contribute $1,000
or more each year to the Annual Fund, PolioPlus Fund, or
approved global grants. Learn how you can help achieve the
Foundation’s goal of establishing a Paul Harris Society in
each district, or work to maintain those that already exist.
Is your club too small, or does it lack the funds to initiate and
participate in district and global projects? Clubs in District
7080 have participated in successful large projects for years
using two specific approaches. Learn how clubs work in
clusters and communities using minimal club investments
and how they sponsored a $459,500 project. Get step-by-step
instructions and tips for success that will inspire, excite, and
encourage you to begin your own successful joint projects.
Best Practices To Strengthen Annual Fund GivingElizabeth Toms
Whether you’re a future club president, Rotary Foundation
committee chair, or just passionate about fundraising, this
session will teach you about the Annual Fund and how to
establish or promote a culture of philanthropy in your club.
We’ll discuss ways to encourage first-time donors and thank
and recognize people who give.
Since the first contribution of $26.50, our Endowment
Fund has grown to more than $350 million in net assets
and $770 million in promises of future gifts. Learn how the
endowment continues to grow, how it is invested, how it
supports grants, and how we are working to strengthen its
impact over the Foundation’s second century of service.
Creating your personal legacy within the endowment
is covered in two complementary sessions: “Rotary’s
Tomorrow Depends on What We Do Today” and “Enhance
Your Rotary Legacy with U.S. Tax-Wise Gift Options.”
Reach Out To Africa (ROTA) is a Rotary International committee that works to enhance Rotary in Africa through service projects and partnerships with Rotary clubs and districts in other countries. Hear first-hand updates from volunteers from several regions and gain new perspective on establishing partnerships.
Paul Harris Society: What's New, What's the Same, and Best Practices From the...Rotary International
The Paul Harris Society recognizes individuals who annually contribute $1,000 or more to the Annual Fund, PolioPlus, or an approved Rotary Foundation grant. While Paul Harris Societies are not new to many districts, as of 1 July 2013 The Rotary Foundation has made the Paul Harris Society an official recognition program worldwide.
Whether you have an established Paul Harris Society or are just starting out, learn how this recognition will remain the same and what changes have been made to provide increased support for your efforts in promoting it. These slides include best practices for identifying and inviting new members, collecting membership information, as well as ways of promoting and administering a successful Paul Harris Society in your district.
Continued support to The Rotary Foundation helps fulfill the promises we made to improve our communities and communities around the world.
These slides are from the webinar of the same name which took place October 2 & 3, 2013. Please visit www.rotary.org/webinars to view a recording of the session.
Whether you’re a future club president, Foundation chair, or just passionate about fundraising, this session will teach you about the Annual Fund and how to establish or promote a culture of philanthropy in your club. We’ll discuss ways to encourage first-time donors, thank and recognize donors, and celebrate The Rotary Foundation’s centennial.
In recent years, war, conflict, and persecution have resulted in more refugees and displaced persons than the world has seen in decades. There is no better time to start building sustainable projects in our peace and conflict prevention/resolution area of focus. Hear about successful projects and opportunities for collaboration with the Rotarian Action Group for Peace and Rotary Peace Fellows and learn ways to identify potential partner organizations while exploring the global grant application process.
Establishing and Maintaining a Successful Paul Harris SocietyElizabeth Toms
The Paul Harris Society recognizes Rotary members and
friends of The Rotary Foundation who contribute $1,000
or more each year to the Annual Fund, PolioPlus Fund, or
approved global grants. Learn how you can help achieve the
Foundation’s goal of establishing a Paul Harris Society in
each district, or work to maintain those that already exist.
Is your club too small, or does it lack the funds to initiate and
participate in district and global projects? Clubs in District
7080 have participated in successful large projects for years
using two specific approaches. Learn how clubs work in
clusters and communities using minimal club investments
and how they sponsored a $459,500 project. Get step-by-step
instructions and tips for success that will inspire, excite, and
encourage you to begin your own successful joint projects.
Best Practices To Strengthen Annual Fund GivingElizabeth Toms
Whether you’re a future club president, Rotary Foundation
committee chair, or just passionate about fundraising, this
session will teach you about the Annual Fund and how to
establish or promote a culture of philanthropy in your club.
We’ll discuss ways to encourage first-time donors and thank
and recognize people who give.
Since the first contribution of $26.50, our Endowment
Fund has grown to more than $350 million in net assets
and $770 million in promises of future gifts. Learn how the
endowment continues to grow, how it is invested, how it
supports grants, and how we are working to strengthen its
impact over the Foundation’s second century of service.
Creating your personal legacy within the endowment
is covered in two complementary sessions: “Rotary’s
Tomorrow Depends on What We Do Today” and “Enhance
Your Rotary Legacy with U.S. Tax-Wise Gift Options.”
During this webinar we will cover:
• How to encourage giving to Annual Fund, PolioPlus, and the Endowment Fund
• Setting goals for giving on Rotary Club Central
• Accessing & understanding information from key Foundation reports in My Rotary
How will you celebrate and spread the word about The
Rotary Foundation centennial in your club and district?
We’ll talk about the history of our Foundation, and you’ll
learn how to use the centennial toolkit and other online
resources to mark this milestone in your community.
The Rotary Foundation Cadre of Technical Advisers is a group of volunteer Rotarians who provide technical expertise and advice to Rotarians planning and implementing Rotary grant projects around the world. During this interactive session, attendees will learn the important role cadre members play within the Foundation, take away tips on how to develop strong grant projects, and ensure the proper stewardship of Foundation funds.
Corporate Sponsorship and Cause Marketing at the Club and District LevelsElizabeth Toms
Let’s discuss how Rotary clubs and districts can leverage
corporate support through local sponsorship and cause
marketing. Learn about different types of cause marketing
campaigns and how to package and price sponsorships.
You’ll also gain insight into what potential sponsors are
looking for, and understand Rotary’s guidelines on brand
usage as well as legal and financial considerations.
Join us for a 45-minute webinar dedicated to helping you achieve your goals for The Rotary Foundation centennial. Hear from Centennial Celebration Committee Chair and Past Trustee Stephanie Urchick and staff on resources available to help you plan and talk about the centennial, strategies to help districts and clubs prepare for the centennial, and best practices for leveraging your expertise for centennial events.
How to Host a Million Dollar Dinner for the Rotary FoundationRotary International
The concept of a million-dollar dinner started in District
5110 (Oregon, USA) in 2004 and is spreading around the
world, bringing together people who commit to new gifts
of $10,000 or more. Are you ready to inspire your district
to take its Foundation fundraising to the next level? From
forming a committee and identifying prospective supporters
to event planning and promotion, you’ll learn how to produce
an unprecedented major gift campaign in your community.
The document provides information on supporting The Rotary Foundation through various funds, including the Annual Fund, PolioPlus Fund, and Endowment Fund. It shows contributions to these funds from the top 5 giving countries in 2016-2017, with the United States contributing the most overall. For India specifically, it breaks down the total contributions of $20 million that year among the different funds. The Endowment Fund is described as a way to build a permanent legacy for Rotary by providing long-term stability through invested funds that generate annual earnings used to support grants and districts in perpetuity. Options for establishing named endowment funds starting at $25,000 are also summarized.
This webinar covered Rotary's polio eradication efforts. It discussed fundraising goals, advocacy activities, grant funding categories, the End Polio Now campaign, legacy planning, and Rotary's financial contribution. It outlined keys to fundraising success and monthly focuses for the third quarter. Performance indicators and the quarterly report were also reviewed. Districts were encouraged to give to polio eradication and provide feedback.
Rotary hopes to enhance long-term relationships with Rotary Peace Fellows by encouraging partnerships on peacebuilding and conflict prevention projects, including those funded by Rotary global grants. Peace fellows can gain a better sense of how to partner with Rotary clubs and districts by understanding how grant projects are initiated and funded. The purpose is for peace fellows to learn about this topic from Rotary staff and other peace fellows.
How does club and district planning drive membership
growth? Hear about actual Rotary club experiences from
panelists, along with metrics to illustrate how planning
increases retention, attracts new members, and boosts our
impact on the world.
Rotary Friendship Exchange: Enhancing The Rotary Experience Through Internati...Elizabeth Toms
This document provides information about Rotary Friendship Exchanges including:
- Friendship Exchanges involve cultural exchange through homestays and activities between teams of 6-12 Rotarians over 1-2 weeks.
- A typical exchange described involves teams from Sweden and Sri Lanka visiting each other's districts over a period of a few weeks with homestay accommodations.
- The friendship developed through these exchanges led to two districts collaborating on global grant projects to provide digital classrooms and teacher training in Sri Lanka.
- Friendship Exchanges benefit participants through cultural immersion, developing lifelong friendships, and opportunities for international collaboration and service.
Wherever your interests lie, chances are, you can find other Rotarians who share them. Rotary Fellowships are independent social groups in which members share a common passion. From cyclists to photographers, magicians to lawyers, these groups are a fun way to make friends, participate in projects, and share your enthusiasm for what you love. Enhance your Rotary experience by joining a fellowship!
The document summarizes a panel discussion on engaging Rotary alumni. The panel included the moderator and three panelists who discussed their personal experiences with Rotary alumni programs and associations. They shared statistics on alumni interest in Rotary and membership. The document then profiles two of the panelists, Renan Dominguez and Clenise Platt, and details their experiences with Rotary alumni programs in their districts.
View the recording: https://vimeo.com/144540943
This webinar explores the concept of sustainability in the context of Rotary Foundation Global Grants. Participants will learn about Rotary’s definition of sustainability, explore six components of a sustainable project, and understand how to incorporate these components into a global grant project.
A Rotary Community Corps (RCC) is a group of people who share our commitment to changing the world through service projects. More than 8,500 corps are working in over 90 countries, in urban and rural areas, and in both developed and developing regions. Discover how you can organize an RCC and make an extraordinary impact in your community.
The 2019 Council on Legislation is almost here. Join this session to discuss legislation that will be considered at the Council, plus get an update on the annual Council on Resolutions. This is a great time to hear opinions from outside your region and increase your understanding of the global perspective on legislation.
First Impressions Matter: Talking to Prospective and New MembersRotary International
First impressions are important for meeting new people, and
for Rotary clubs. Looking to improve the experience your
club provides for prospective and new members? We’ve got
some best practices and resources to help you impress and
engage.
Stewardship: How The Rotary Foundation Works to Make the Most of Your Contrib...Rotary International
As a global organization operating in over 200 countries
and geographical areas and in 29 currencies, Rotary
takes stewardship of its funds very seriously. Learn how
The Rotary Foundation works to ensure that Rotarians’
donations reach project recipients efficiently to make
sustainable change.
Group Study Exchange (GSE) may have ended, but you can still participate in cultural exchanges. Enhance and extend your existing international relationships and Foundation projects or start new ones as you engage your members. Not sure how? Hear from districts that annually sponsor successful international exchanges, paid for with District Designated Funds, and learn a few best practices and pitfalls to avoid in crafting your own.
Intended for district leaders who are responsible for organizing
grant management seminars, this session will provide tips for
organizing and running a successful event in person or online.
Named after Rotary’s founder, the Paul Harris Society
recognizes Rotary members and friends of The Rotary
Foundation who contribute $1,000 or more each year to
the Annual Fund, PolioPlus, or approved global grants.
Its members represent 1 percent of the Rotarians
worldwide, but they contributed 10 percent of total
annual giving in 2013-14, which is why it’s important
to recognize their significance. You’ll hear about the
Paul Harris Society recognition program and how The
Rotary Foundation is providing administrative support,
learn the administrative expectations at the district
level, and share ideas for identifying new members and
encouraging contributions.
Named after Rotary’s founder, the Paul Harris Society
recognizes Rotary members and friends of The Rotary
Foundation who contribute $1,000 or more each year to
the Annual Fund, PolioPlus, or approved global grants.
Its members represent 1 percent of the Rotarians
worldwide, but they contributed 10 percent of total
annual giving in 2013-14, which is why it’s important
to recognize their significance. You’ll hear about the
Paul Harris Society recognition program and how The
Rotary Foundation is providing administrative support,
learn the administrative expectations at the district
level, and share ideas for identifying new members and
encouraging contributions.
During this webinar we will cover:
• How to encourage giving to Annual Fund, PolioPlus, and the Endowment Fund
• Setting goals for giving on Rotary Club Central
• Accessing & understanding information from key Foundation reports in My Rotary
How will you celebrate and spread the word about The
Rotary Foundation centennial in your club and district?
We’ll talk about the history of our Foundation, and you’ll
learn how to use the centennial toolkit and other online
resources to mark this milestone in your community.
The Rotary Foundation Cadre of Technical Advisers is a group of volunteer Rotarians who provide technical expertise and advice to Rotarians planning and implementing Rotary grant projects around the world. During this interactive session, attendees will learn the important role cadre members play within the Foundation, take away tips on how to develop strong grant projects, and ensure the proper stewardship of Foundation funds.
Corporate Sponsorship and Cause Marketing at the Club and District LevelsElizabeth Toms
Let’s discuss how Rotary clubs and districts can leverage
corporate support through local sponsorship and cause
marketing. Learn about different types of cause marketing
campaigns and how to package and price sponsorships.
You’ll also gain insight into what potential sponsors are
looking for, and understand Rotary’s guidelines on brand
usage as well as legal and financial considerations.
Join us for a 45-minute webinar dedicated to helping you achieve your goals for The Rotary Foundation centennial. Hear from Centennial Celebration Committee Chair and Past Trustee Stephanie Urchick and staff on resources available to help you plan and talk about the centennial, strategies to help districts and clubs prepare for the centennial, and best practices for leveraging your expertise for centennial events.
How to Host a Million Dollar Dinner for the Rotary FoundationRotary International
The concept of a million-dollar dinner started in District
5110 (Oregon, USA) in 2004 and is spreading around the
world, bringing together people who commit to new gifts
of $10,000 or more. Are you ready to inspire your district
to take its Foundation fundraising to the next level? From
forming a committee and identifying prospective supporters
to event planning and promotion, you’ll learn how to produce
an unprecedented major gift campaign in your community.
The document provides information on supporting The Rotary Foundation through various funds, including the Annual Fund, PolioPlus Fund, and Endowment Fund. It shows contributions to these funds from the top 5 giving countries in 2016-2017, with the United States contributing the most overall. For India specifically, it breaks down the total contributions of $20 million that year among the different funds. The Endowment Fund is described as a way to build a permanent legacy for Rotary by providing long-term stability through invested funds that generate annual earnings used to support grants and districts in perpetuity. Options for establishing named endowment funds starting at $25,000 are also summarized.
This webinar covered Rotary's polio eradication efforts. It discussed fundraising goals, advocacy activities, grant funding categories, the End Polio Now campaign, legacy planning, and Rotary's financial contribution. It outlined keys to fundraising success and monthly focuses for the third quarter. Performance indicators and the quarterly report were also reviewed. Districts were encouraged to give to polio eradication and provide feedback.
Rotary hopes to enhance long-term relationships with Rotary Peace Fellows by encouraging partnerships on peacebuilding and conflict prevention projects, including those funded by Rotary global grants. Peace fellows can gain a better sense of how to partner with Rotary clubs and districts by understanding how grant projects are initiated and funded. The purpose is for peace fellows to learn about this topic from Rotary staff and other peace fellows.
How does club and district planning drive membership
growth? Hear about actual Rotary club experiences from
panelists, along with metrics to illustrate how planning
increases retention, attracts new members, and boosts our
impact on the world.
Rotary Friendship Exchange: Enhancing The Rotary Experience Through Internati...Elizabeth Toms
This document provides information about Rotary Friendship Exchanges including:
- Friendship Exchanges involve cultural exchange through homestays and activities between teams of 6-12 Rotarians over 1-2 weeks.
- A typical exchange described involves teams from Sweden and Sri Lanka visiting each other's districts over a period of a few weeks with homestay accommodations.
- The friendship developed through these exchanges led to two districts collaborating on global grant projects to provide digital classrooms and teacher training in Sri Lanka.
- Friendship Exchanges benefit participants through cultural immersion, developing lifelong friendships, and opportunities for international collaboration and service.
Wherever your interests lie, chances are, you can find other Rotarians who share them. Rotary Fellowships are independent social groups in which members share a common passion. From cyclists to photographers, magicians to lawyers, these groups are a fun way to make friends, participate in projects, and share your enthusiasm for what you love. Enhance your Rotary experience by joining a fellowship!
The document summarizes a panel discussion on engaging Rotary alumni. The panel included the moderator and three panelists who discussed their personal experiences with Rotary alumni programs and associations. They shared statistics on alumni interest in Rotary and membership. The document then profiles two of the panelists, Renan Dominguez and Clenise Platt, and details their experiences with Rotary alumni programs in their districts.
View the recording: https://vimeo.com/144540943
This webinar explores the concept of sustainability in the context of Rotary Foundation Global Grants. Participants will learn about Rotary’s definition of sustainability, explore six components of a sustainable project, and understand how to incorporate these components into a global grant project.
A Rotary Community Corps (RCC) is a group of people who share our commitment to changing the world through service projects. More than 8,500 corps are working in over 90 countries, in urban and rural areas, and in both developed and developing regions. Discover how you can organize an RCC and make an extraordinary impact in your community.
The 2019 Council on Legislation is almost here. Join this session to discuss legislation that will be considered at the Council, plus get an update on the annual Council on Resolutions. This is a great time to hear opinions from outside your region and increase your understanding of the global perspective on legislation.
First Impressions Matter: Talking to Prospective and New MembersRotary International
First impressions are important for meeting new people, and
for Rotary clubs. Looking to improve the experience your
club provides for prospective and new members? We’ve got
some best practices and resources to help you impress and
engage.
Stewardship: How The Rotary Foundation Works to Make the Most of Your Contrib...Rotary International
As a global organization operating in over 200 countries
and geographical areas and in 29 currencies, Rotary
takes stewardship of its funds very seriously. Learn how
The Rotary Foundation works to ensure that Rotarians’
donations reach project recipients efficiently to make
sustainable change.
Group Study Exchange (GSE) may have ended, but you can still participate in cultural exchanges. Enhance and extend your existing international relationships and Foundation projects or start new ones as you engage your members. Not sure how? Hear from districts that annually sponsor successful international exchanges, paid for with District Designated Funds, and learn a few best practices and pitfalls to avoid in crafting your own.
Intended for district leaders who are responsible for organizing
grant management seminars, this session will provide tips for
organizing and running a successful event in person or online.
Named after Rotary’s founder, the Paul Harris Society
recognizes Rotary members and friends of The Rotary
Foundation who contribute $1,000 or more each year to
the Annual Fund, PolioPlus, or approved global grants.
Its members represent 1 percent of the Rotarians
worldwide, but they contributed 10 percent of total
annual giving in 2013-14, which is why it’s important
to recognize their significance. You’ll hear about the
Paul Harris Society recognition program and how The
Rotary Foundation is providing administrative support,
learn the administrative expectations at the district
level, and share ideas for identifying new members and
encouraging contributions.
Named after Rotary’s founder, the Paul Harris Society
recognizes Rotary members and friends of The Rotary
Foundation who contribute $1,000 or more each year to
the Annual Fund, PolioPlus, or approved global grants.
Its members represent 1 percent of the Rotarians
worldwide, but they contributed 10 percent of total
annual giving in 2013-14, which is why it’s important
to recognize their significance. You’ll hear about the
Paul Harris Society recognition program and how The
Rotary Foundation is providing administrative support,
learn the administrative expectations at the district
level, and share ideas for identifying new members and
encouraging contributions.
Establishing and Maintaining a Successful Paul Harris SocietyRotary International
The Paul Harris Society recognizes Rotary members and
friends of The Rotary Foundation who contribute $1,000
or more each year to the Annual Fund, PolioPlus Fund, or
approved global grants. Learn how you can help achieve the
Foundation’s goal of establishing a Paul Harris Society in
each district, or work to maintain those that already exist.
The document provides an overview of The Rotary Foundation (TRF). It discusses the historical background and establishment of TRF. It outlines TRF's motto, mission, and administration compared to Rotary International. It describes TRF's programs, grants structure, qualification process, and areas of focus. It also discusses ways to support TRF through contributions, recognition levels, and fundraising events like Polio Days and the World's Greatest Meal to end polio.
Top Things You Need to Know about Every Rotarian Every Year (EREY)Rotary International
The Rotary Foundation’s Annual Fund helps Rotarians do good in their communities and around the world. Learn more about the Foundation’s Annual Fund, why donors choose to support it, and hear tips from other Rotarians for strengthening giving in your club. Sign up today and reserve your spot to hear from Rotarian panelists and staff as they share their expertise and answer your questions!
The Rotary Club of Tallahassee Foundation UpdateSheryl Barlow
November is Rotary Foundation Month. Join us for this special presentation from Russell Daws and Roger Champion.
Learn about the good works of the Rotary Foundation, Rotary International’s charitable arm.
Discover how Rotarian gifts are transformed into projects that change lives both close to home and around the world and this taps into a global network of Rotarians who invest their time, money, and expertise.
Hear about Rotary’s priorities, such as eradicating polio and promoting peace.
Foundation grants empower Rotarians to approach challenges such as poverty, illiteracy, and malnutrition with sustainable solutions that leave a lasting impact.
2019 Rotaract Preconvention: Have you ever wondered how you can deepen your Rotary involvement through The Rotary Foundation? Learn from Rotary staff and senior Rotarians about how you can increase your impact through The Rotary Foundation and why you should invest your support
Webinar slides from webinar recorded on 12 February 2019.
The Paul Harris Society has grown to over 21,000 members in 138 countries worldwide and 16% of donations to The Rotary Foundation come from this special group of members. Are you looking for ways to encourage growth in the society within your district or club? Or, new ways to keep society members engaged? If so, join us for a webinar hosted by the Foundation’s Annual Giving team, including Rotarian panelists, and get tips about how to recognize new Paul Harris Society members, engage them after they join and continually engage them for years to come. In addition, we will include a brief history of the Paul Harris Society along with an overview of updates.
During this webinar, you can expect to hear:
• Ways to promote the PHS in your clubs and districts
• How to recruit members
• Tactics for engaging and thanking PHS members
This document summarizes a 2013 Rotary International convention workshop on major gifts and Rotary's endowment. It discusses how individual contributions fund sustainable projects to address global needs. It outlines giving opportunities like outright gifts, pledges, and real estate. Panelists described endowed and term gifts to focus areas, and gift recognition levels for the Rotary Peace Centers and Arch C. Klumph Society. Bequest commitments and working with estate planners were also covered.
Paul Harris Society: Rotary's Fast-Growing Donor Group PresentationRotary International
Only five years after being officially recognized by The Rotary Foundation, the Paul Harris Society has more than 20,000 members. These members donated over $20 million to the Annual Fund last year. Join this panel discussion on the importance of engaging and recognizing recurring donors as part of a thriving Foundation.
A description of the differences between the Rotary (International) Foundation and the Evergreen Rotary Foundation (local) from a presentation by DGE Curt Harris
The Pen-Web Rotary club meeting covered the following:
1) The president outlined the club's goals for 2012-2013 which centered around literacy, global issues, and community service. Fundraisers like a casino night and wine raffle aim to raise $1000 each for supporting projects in these areas.
2) The club was recognized for its high per capita giving to The Rotary Foundation last year, donating over $134 per member.
3) In his report, the treasurer gave an update on finances and the wine tour raffle recap. The Foundation report and service report also provided updates.
4) District and international Rotary news was shared, and the program focused on The Rot
Whether you’re a future club president, Rotary Foundation
committee chair, or just passionate about fundraising, this
session will teach you about the Annual Fund and how to
establish or promote a culture of philanthropy in your club.
We’ll discuss ways to encourage first-time donors and thank
and recognize people who give.
This document provides strategies for district leaders to boost annual giving and donor participation for the Rotary Foundation. It discusses the importance of the annual fund and shows that global and North American participation and donations have increased in recent years. It then offers tactics for engaging donors such as informing them about the impact of donations, inspiring them with stories and videos, and thanking and recognizing donors. The document concludes by providing resources for fundraising and contact information for annual giving officers.
The Rotary Foundation was established in 1917 as an endowment fund by Rotary International President Arch C. Klumph. It was reorganized in 1929 into the structure it has today. The mission of the Foundation is to enable Rotarians to advance world understanding, goodwill, and peace through humanitarian, educational, and cultural exchange projects. It supports Rotarian activities worldwide through program grants and scholarships. Major programs include PolioPlus for global polio eradication, peace centers, and Foundation grants.
Creating Engaging Communications for Non-ProfitsAction Graphics
Today's marketing communications are very different than 15, 10, even 5 years ago! For many non-profits, marketing communications go hand in hand with fundraising communications. In this workshop, we will discuss using a targeted, integrated, and measurable approach to your communications to further both your business and fundraising objectives and create a more engaged audience.
This document discusses resources available to Rotarians from Rotary International and how to use them. It outlines support available from district leaders, regional coordinators, and Rotary staff. It provides an overview of online tools on Rotary.org including Rotary Club Central, webinars, the Learning Center, Brand Center, Rotary Showcase, Rotary Ideas, and discussion groups. It encourages participants to create an account, explore the tools, and take action using the resources.
The document provides an overview of Rotary, including its history, guiding principles, programs, and organizational structure. It discusses how Rotary started in 1905 and now has over 1.2 million members in 166 countries. The four guiding principles are service, ethics, diversity of occupations, and international understanding. Key programs include Interact, Rotaract, Youth Exchange, and The Rotary Foundation which supports humanitarian and educational projects worldwide, including the goal of polio eradication. Governance occurs through the president, board of directors, and Council on Legislation which meets every three years.
The document provides information about Rotary District 1175's 2013 District Assembly. It introduces the Rotary International President and theme for 2013-14, reports on progress toward polio eradication, and outlines priorities and committees for the district in the coming year. Key committees and officers are listed, including the District Governor, Assistant Governors, and chairs of committees focused on international service, community/vocational service, youth service, membership, marketing, and Rotary Foundation. The District Conference for November 2013 is also announced.
This document outlines an agenda for a District Rotaract Representative (DRR) training session focusing on membership development. The agenda includes reviewing session objectives, discussing background information, a group activity, and conclusion. Session objectives are to understand the relationship between clubs and districts, the process for starting new clubs, and identifying membership opportunities. The document then outlines various membership development opportunities, strategies for starting new clubs, ideas for social events and service projects, and concludes by asking attendees to identify outcomes to improve member recruitment and retention.
This document discusses an upcoming 2022 Rotaract Preconvention and provides examples of events hosted by Multidistrict Information Organizations (MDIOs). It introduces three leaders of the preconvention and defines an MDIO as a regional group of Rotary districts that disseminates information and facilitates communication between Rotaract clubs. It then provides two case studies describing annual events hosted by the Big West Rotaract MDIO in the western US and Canada, and the Rotaract Brasil MDIO which hosts a national conference and public speaking competition. The document concludes with mentions of a 2021 presidential conference hosted by the Ascension Rotaract Network MDIO and a collaborative virtual service project.
The document discusses how to create a winning culture for a Rotaract club. It emphasizes establishing clarity, communication, contribution, consistency and celebration. Key aspects of culture that are highlighted include vision, values, priorities, and measuring outcomes. Specific strategies are presented, such as understanding where the club currently stands, setting goals, identifying problems inhibiting progress, taking action to address problems, and continually measuring results. Overall, the document provides guidance on evaluating a club and implementing practices that foster an engaging, high-performing culture for members.
This document provides information about an upcoming 2022 Rotaract Preconvention. It discusses upcoming training with the District Rotaract Representative and two district service projects - I.C.A.R.E. for natural disaster relief and Mexico Build to help build homes. It also describes an opportunity program where Rotaractors can be mentored by Rotarians in their field of study. Finally, it gives tips for organizing a successful district conference, including making contacts, creating a budget, choosing a venue, developing a presentation theme, doing a sound check, and the conference itself.
IC22 Rotaract - Keys to level up your influence_Casas&Guerra (2).pptxRotary International
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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
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
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).