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2012-13 A NNUAL G IVING C AMPAIGN

2012-13 A NNUAL G IVING C AMPAIGN. Monthly information…. ….By E-mail and on District Website. Last Year’s Totals…. …and Monthly Progress Reports.  Goal  Actual To Date  % To Goal  Per Capita  % EREY. Areas 1 and 2 2012-13 Foundation Fundraising Goals.

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2012-13 A NNUAL G IVING C AMPAIGN

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  1. 2012-13ANNUAL GIVING CAMPAIGN

  2. Monthly information… ….By E-mail and on District Website

  3. Last Year’s Totals…. …and Monthly Progress Reports  Goal  Actual To Date  % To Goal  Per Capita  % EREY

  4. Areas 1 and 2 2012-13 Foundation Fundraising Goals

  5. Areas 3 and 4 2012-13 Foundation Fundraising Goals

  6. Areas 5 and 6 2012-13 Foundation Fundraising Goals

  7. Areas 7 and 8 2012-13 Foundation Fundraising Goals

  8. Area 9 2012-13 Foundation Fundraising Goals

  9. Make this Phrase Part of Your Club’s Culture

  10. Foundation Drawing Drawing Held at Cabinet Meeting, Wednesday, December 5th FIRST PRIZE: TRIP FOR TWO TO 2013 RI CONVENTION IN LISBON, PORTUGAL SECOND PRIZE: TRIP FOR TWO TO UNIENDO AMERICA FAIRE, EL SALVADOR •  1 TICKET FOR EACH $20 PAID CONTRIBUTION • 10 EXTRA TICKETS FOR $500 PAID CONTRIBUTION • 20 EXTRATICKETS FOR $1,000 PAID CONTRIBUTION

  11. TRF Fundraising Counts for HALF the Credit in the Squaw Creek Resort Memorial Day Giveaway ● 25% of the Score for the club with the highest EREY percentage on January 31, 2013, from Foundation Giving beginning on July 1, 2012 ● 25% of the Score for the club with the largest percentage increase to TRF Program Fund Giving from the 2011-12 Rotary Year to January 31, 2013, and which also has $200 per capita giving during the same time period

  12. Recognition for Pledges and Contributions Recognition Pins for Double Sustainers ($200), Super Sustainers ($500) and Paul Harris Society ($1,000) will be presented by District Governor Joe Hamilton on his Club Visit to anyone who PLEDGES a contribution to the Annual Programs Fund. The Pledge must be fully PAID for those wishing to participate in the Annual Giving Ticket Drawing. Double Sustainer Super Sustainer Paul Harris Society

  13. Kick off your Annual Giving Campaign with Pledge Cards and a PERSONAL mailed letter to your Members

  14. Question: “How do I Contribute to TRF?” Answer: “There are SO MANY WAYS!” • Go Online to Rotary International “Member Access”: riweb.rotaryintl.org/Menu.aspx • Deliver a check to your Club TRF Chair • Set up regular credit card payments through • “TRF-Direct USA”

  15. THE PAUL HARRIS SOCIETY of DISTRICT 5170

  16. WHAT IS THE PAUL HARRIS SOCIETY? • A District Donor Recognition Program 23

  17. Who Belongs to the Paul Harris Society? Those Rotarians and friends of Rotary who wish to support The Rotary Foundation in a more substantial way each year. Paul Harris Society members annually donate $1,000 or more to: • Annual Programs Fund • PolioPlus • PolioPlus Partners • Humanitarian Grants Program

  18. Requirements for Joining the PHS Each DONOR must give a minimum of $1,000 in new cash donations per year to qualify. Recognition Points, contributions to The Permanent Fund and pledges do not count. Membership is awarded only when the full amount is received by The Rotary Foundation.

  19. Sounds like a lot but consider this: $1,000/yr = $83.33/month or $19.23/week Use TRF-DIRECT to transfer funds from U.S. based checking account savings account credit card account on an ongoing basis. ($85/month; $250/quarter; $1,000/year…) Additional Points

  20. Paul Harris Society Benefits To The Club, The Community and to The World Polio Eradication. District Grants to fund local projects. Annual Fund to support humanitarian projects around the globe. Vocational Training Teams (VTT). Scholarship Grants to further international understanding. Rotary World Peace Fellowships.

  21. Paul Harris Society Benefits For Paul Harris Society Members A Certificate of Appreciation and Recognition signed by the Governor. A District Paul Harris Society pin. Funding of a new Paul Harris Fellowship each year. A new Paul Harris Fellow pin at the appropriate level. Eventual attainment of "Major Donor" status at $10,000 donated. Invitation to the Governor’s private reception at the District Conference. Fellowship with Society members at all Rotary events.

  22. Status of the District’s Paul Harris Society • In the 2011-2012 Rotary year, about 1/3 of TRF donations came from PHS members • The leading clubs in number of PHS Members were: • Cupertino – 24 • Livermore - 16 • Oakland – 15 • Sunnyvale - 9 29

  23. More Data for the 2011-2012 Year • Unfortunately, • 16 clubs had no PHS members • 9 had only one • This is a statistic that we hope to change with your help.

  24. Paul Harris Society – 2011-2012 Number of MembersPercent of Membership Cupertino 24 Los Altos Sunset 25.0% Livermore 16 East Palo Alto Bay Shore 18.2% Oakland 15 Sunnyvale 17.0% Sunnyvale 9 Tri-Valley 14.3% Morgan Hill 8 Cupertino 13.5% Palo Alto University 8 Dublin 13.2% Saratoga 8 Scotts Valley 13.0% Dublin 7AlmadenValley 12.8% Los Altos 7 Livermore 11.8% Santa Cruz Sunrise 6 Campbell 10.0% Scotts Valley 6Alviso 10.0%

  25. Paul Harris Society: 2012-2013 • Members per club varies year to year • If each club performed at its best rate, • District 5170 would have 279 PHS Members • This could be the District 5170 Goal

  26. To Help Clubs Increase Their Paul Harris Society Membership, District 5170 Will Provide • PHS Brochure. • PHS Membership Certificate. • Benefits to the Club, Community & World • Example member solicitation letter. • Example club presentation (Power Point). • List of your club’s potential PHS members. • Thank you letters to donors. 33

  27. WHAT CAN YOU DO TO HELP? • Make a PHS presentation or invite a Speaker • Make a personal solicitation to potential donors • Make the fund drive an all year effort • Provide special recognition to your PHS members 34

  28. CONTACT DETAILS Phillip N. Dean District Coordinator, Paul Harris Society Rotary International District 5170 E-Mail: pndean@comcast.net Phone: 925-455-4261

  29. THANK YOU FOR YOUR ATTENTION!

  30. Large Donor and Bequests Presented by Michael J. Kearns Clu ChFC Rotary Club of Fremont Warm Springs Sunrise

  31. A Story you can tell Polio Plus $50,000 Goal Non Rotarians gave $52,000 Worldwide cause, not just community Club of 22 members gave second largest check in district to Polio Why did this succeed? Is Bill Gates a Rotarian?

  32. Quick Quiz 1. What Dollar Amount is threshold of a “major donor” $1,000 $5,000 $10,000 $50,000

  33. 2. Changing the beneficiary of your life insurance to Rotary is tax deductible True False

  34. 3. Changing the ownership of your life insurance to Rotary can be tax deductible True False

  35. 4. You can gift Real Estate to Rotary True False

  36. 5. As a special program, Rotary can pay you a competitive income, avoid capital gains taxes, give you a current tax deduction, and reduce estate taxes True False

  37. 6. Major Donors are strictly Rotarians True False

  38. 7. The name given to the top gift to Rotary A. Arch C. Klumph B. Archie Bunker C. Arch of triumph D. None of the above

  39. 8. Life Income agreements are retirement checks given to past district governors True False

  40. Someone wants information on being a major donor of $10,000 or more this year? Contact Mike Kearns 408-799-1208 Roger Hassler

  41. Someone wants the Income agreement presentation? Contact Mike Kearns 408-799-1208 Michael Dunlap, CPA, MS TaxationZone 26 Major Gifts Officer Michael.Dunlap@Rotary.Org(760) 715-9984

  42. Someone wants a top level presentation of what Rotary can do to assist them in their charitable giving Michael Dunlap, CPA, MS TaxationZone 26 Major Gifts Officer Michael.Dunlap@Rotary.Org(760) 715-9984

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