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.
2. Annual Giving Officer
The Rotary Foundation
Natalia
Bonfante GinezRachel Greenhoe
Annual Giving Officer
The Rotary Foundation
MODERATORS
3. Learning Objectives
Learn about Paul Harris SocietyHear best practices from fellow
Rotarians
Learn about the increased
support available
4. • Open and close your panel
• View, Select, and Test your audio
• Submit written questions
• Everyone will receive an email within
24 hours with a link to view a
recorded version of today’s session
How to Participate Today
5. WHAT IS THE
PAUL HARRIS
SOCIETY?
US$1,000 every year
• Annual Fund
• Polio Plus
• Approved Foundation
grant
7. • Training for
teachers
• Providing clean
water
• Scholarships
• Preventing
Malaria
• Peace Studies
• Ending Polio
YOUR IMPACT
8. District 5710
Topeka, Kansas USA
Assistant Regional Rotary Foundation
Coordinator
Zone Paul Harris Society Coordinator
Larry Dimmitt
PANELIST 1
9. STARTING YOUR PHS
Identify PHS Coordinator
Form a PHS Committee
Invite charter membership
10. Moving Your PHS Forward
Compare with your District’s
past requirements for
membership
Check to see if membership
has been accurately tracked
Send your initial member list
to apf@rotary.org
11. IDENTIFYING MEMBERS
• Club & District
Leadership
• Rotary
Beneficiaries
• Family members
• Foundation
Reports
15. District 7070
Toronto, Ontario Canada
Assistant Regional Rotary Foundation
Coordinator
District 7070 Rotary Foundation Chair
Michael Cooksey
PANELIST 2
34. Thank you for attending
today’s webinar!
Please share
your feedback
Editor's Notes
Natalia:Slide 1: Hello and welcome to the Paul Harris Society: What’s new, What’s the same, and Best Practices from the Field webinar. We are excited to have so many people joining us today.Day 1 – In an effort to reach as many interested Rotarians around the world, we are offering this webinar more than once. Today is our first session and we welcome participants from (mention three or four different countries).Day 2 – In an effort to reach as many interested Rotarians around the world, today is the second time that we offer this webinar. A previous session was held yesterday morning. We welcome participants from (mention three or four different countries).
NataliaMy name is Natalia Bonfante Ginez and I will serve as one of the Moderators for today’s webinar. I work at Rotary International Headquarters in Evanston and serve as the Annual Giving Officer covering Zones 27, 21B & 28. My function is to provide you with information strategies to support your efforts in increase giving to The Rotary Foundation’s Annual Fund. I have worked for The Rotary Foundation for 9 years and before joining the Annual Giving team I worked in the programs department mainly, coordinating scholarships, group study exchange teams, and Future Vision grants during part of the Pilot phase. Helping me moderate today is fellow Annual Giving Officer, Rachel Greenhoe. Rachel:Hello everyone. I am so happy to be a part of today’s webinar as the Annual Giving Officer covering Zones 24 and 32. I have worked for The Rotary Foundation for 3 ½ years, first on the Major Gifts team and for the last two years in my current role as Annual Giving Officer. However, my connection to Rotary began before I came to work here. I am actually an alumnus of the Foundation, having been a Group Study Exchange team member in 2007. Following the experience I joined the Rotary Club of Chicago Lakeview where I have been a member for 4 ½ years and am the Immediate Past Club President.
Natalia:We are both excited to be part of this webinar along with Larry Dimmitt, Michael Cooksey, and Scott Mills, our 3 Rotarian panelists joining us today and who will be introduced later in the webinar. On July 1st of this year, the Paul Harris Society became an official recognition program of The Rotary Foundation. Previously many districts had successfully administered Paul Harris Societies on their own. Now that it is an official program of The Rotary Foundation, increased support will be available to assist in your efforts to develop this important recognition program in your districts. In today’s webinar you will:Click 1: Learn about the Paul Harris Society and benefits to building its membership in your districtClick 2: Hear best practices from the field to help you start and manage your Paul Harris SocietyClick 3: And throughout the webinar, learn about the increased support available to help your efforts in growing your Paul Harris SocietyThroughout the webinar you will hear lots of great suggestions for managing and promoting the Paul Harris Society in your district. We understand that what might work well in one area might not be as successful in other regions, but by sharing ideas and helpful hints that others have found successful our hope is that you will leave this webinar with some new strategies to try.
Rachel: Now that we are familiar with how to participate in today’s webinar let’s start by learning what the Paul Harris Society is. Named after Rotary’s founder, the Paul Harris Society recognizes individuals who express the intent to contribute in your currency equivalent of US$1,000 or more every year that you are financially able to the Annual Fund, Polio Plus, or an approved Foundation Global Grant.The Paul Harris Society was originally created in 1999 by Past District Governor Wayne Cusick from District 5340 in California. Past District Governor Cusick realized that giving US$1,000 annually to the Foundation was not possible for every Rotarian, but many could be encouraged to contribute at this level or above. He introduced the Paul Harris Society program to inspire and recognize these individuals. This idea gained momentum and quickly spread to other districts throughout the world. This PHS recognition was originally designed as a district administered program. However, due to its success, as of 1 July 2013 the Trustees adopted this program as an official recognition of The Rotary Foundation. This means that you now have additional tools available and increased support from the staff at The Rotary Foundation to help with the administration of the program.
Rachel: Rotary Foundation activities work to improve communities relying on the grass-root expertise of Rotarians while forging life-long partnerships. Giving at a Paul Harris Society level is crucial for Rotarians to continue their good works—from local projects to our continued efforts to rid the world of Polio. For example, less than 3% of Rotarians contribute at or above the Paul Harris Society level, yet it represents over 35% of the Foundation’s Annual Fund contributions which support global grants, district grants, polio eradication, vocational exchanges, scholarships and more.
Rachel: PHS gifts advances world understanding, goodwill, and peace by supporting Rotarian initiated activities such as: Giving vocational training to teachers establishing an early childhood education center in South Africa• Providing water filters, toilet blocks, and hygiene training in a community in India• Funding a scholarship for a medical professional in Italy to research treatments to minimize mortality rates among premature babiesAnd much, much more. Projects like these rely on ongoing support from passionate individuals and it is through the Paul Harris Society that these individuals can show their annual support
Rachel:Our first panelist is Assistant Regional Rotary Foundation Coordinator Larry Dimmitt, who also serves as the Paul Harris Society Coordinator for Zone 27 in the United States. He is Past District Governor of District 5710 and has served as both the District Foundation Chair and District Annual Fund Chair for three years. He was also the Zone 27 Rotary Foundation Alumni Coordinator for 2 years and has been awarded the Rotary Foundation Citation for Meritorious Service. Today Larry will share with us information to assist you in launching your Paul Harris Society and identifying potential members.Larry:Thank you Rachel, it is great joining everyone here today. As we have already mentioned, some districts have long-established Paul Harris Societies, while others are just getting started. Today I will share with you information and tips for both launching your Paul Harris Society and for those who already have a Paul Harris Society, how to move it forward now that it is an official recognition program of the Foundation. But let’s start off with a poll for all the participants in the webinar. Please choose the statement that best describes your District. Previous to July 1 2013:My district had an established and active Paul Harris Society.My district had a Paul Harris Society but it was not been regularly promoted.My district did not have a Paul Harris Society.I do not know if my district has administered a Paul Harris Society.Comment on results.
Larry:If you are just now starting a Paul Harris Society in your district feel good knowing that there are many resources available to help you in your efforts. Your first step is for the District Governor to identify a Paul Harris Society Coordinator through the Rotary Website’s District Administration page. 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. If at all possible 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. At this time, those individuals that have been selected as Paul Harris Society Coordinators have received a tool kit with several of the resources mentioned throughout this webinar to assist them in their efforts to promote and administer this recognition program. They can also look forward to continued support from their Annual Giving Officer or fundraising staff at their nearest International Office. Although it is not a requirement, we have also found that districts that form a Paul Harris Society Committee have found great success. Paul Harris Society Coordinators should work with district Foundation leadership to identify and recruit new members. Although the move for Paul Harris Society to become an official recognition program of the Foundation lessens the administrative tasks performed by the Paul Harris Society Coordinator the individual still has a wide variety of duties including promotion of the society, planning and distributing recognition, and reminding members when they may have overlooked making their gift for the year. Having a committee to assist in these efforts can be extremely helpful. It can be especially helpful if a committee member has knowledge of electronic programs and instruments so that they are able to sort through the information provided to the district through the PHS reports. Finally, once you have your coordinator and committee in place you can start inviting your initial membership. In my home district of 5710 we began promoting our PHS at the beginning of my District Governor year. The promotion looked towards our first Foundation Banquet to be held that February, at which time the “charter members” of the society would be recognized. Working with the District Foundation Chair and other PDGs and Foundation Subcommittee chairs, we spread the word around the district and recruited 30 members by the end of the first year.
Larry:Many districts have long established Paul Harris Societies. However, since in the past this recognition program was administered at the district level, every district had its own definition and process for tracking membership. In establishing the Paul Harris Society as an official recognition program The Rotary Foundation had to create a definition for membership that would be the same across the Rotary world. As Rachel shared, a Paul Harris Society member is an individual who indicates that they intend to personally give US$1,000 or its equivalent in their currency each year to the Annual Fund, PolioPlus or an approved Foundation Global Grant. If in the past your district’s definition of membership varied from this you will want to work to build your Paul Harris Society membership based on The Rotary Foundation’s established definition. There are also cases where a district’s PHS member list was not accurately maintained over the years. If this is the case in your district, you may also wish to start fresh and build your initial membership now. However, if your district does have a well-maintained membership list based on the established membership definition you can send it to your Annual Giving Officer or fundraising staff at your closest international office. They will then have this list uploaded into Rotary’s database so that the individuals listed will show as being PHS members in our Paul Harris Society reporting.
Larry:Having a successful Paul Harris Society starts with the identification of those individuals that have a strong interest in supporting the work of The Rotary Foundation and the capacity to contribute US$1,000 annually. Club and District leadership, from current or past years, may know of individuals with the capacity and desire to join the PHS. Communicating with district leaders is extremely important as they can provide information on these potential members. Let’s not forget that beneficiaries of Rotary may want to give back to the organization that impacted their lives. Ambassadorial Scholars, Peace Fellows, GSE Team members and team leaders, District and Global Grant Scholars, Interactors, Rotaractors, RYLA, and Youth Exchange participants all fit within this category. Family members of Rotarians can also be a source of PHS members. You also have access to the new Paul Harris Society report that you can use to identify potential members. Let’s take a look at that report now.
Larry:As you can see, this report provides membership information for each individual on the report along with a total membership number for the district. People will appear on the report if they are members or if they have given at the Paul Harris Society level during any year over the past four years. Members with a “Y” in the PHS Member column are individuals who have expressed intent of being a member. Click 2,3: The report also shows you which individuals are giving through Rotary Direct, Rotary’s recurring giving option that you will learn more about later in this webinar. It is important to note that individuals giving through Rotary Direct at US$1,000 or more each year are automatically marked a Paul Harris Society Member because by signing up at that level for a recurring gift they are indirectly communicating their intent to continue at that level. Click 3,4: The final four columns provide information regarding eligibility. Here you can see if an individual gave US$1,000 or more to Annual Fund, PolioPlus or an approved Foundation Global Grant during each of the last four years. This information is extremely helpful in identifying prospects.
Larry:When viewing the report in excel you can use the sort function to identify individuals who have given at the PHS level for the past two years, three years or even four years in a row. These are all great prospects for membership. You can also sort the current year to see which members have not yet made their gift and then send them a reminder.
Larry: When using this report there are times when you may need contact information for the individuals listed. Whether you are planning to send reminders, invitations to join or invitations to an upcoming event you can use this report for the contact information. When viewing the report in excel this information can be found on the second tab as shown here at the bottom of the report.
Natalia:Thank you Larry for this information. We now move on to discussing how to engage and invite potential new PHS members, and the different ways to actually join the Paul Harris Society. Our next Panelist, Rotarian Michael Cooksey will lead us into that discussion. Mike is also an Assistant Regional Rotary Foundation Coordinator working with the Zone 24 Team and has served as Foundation Chair and Chair of District’s 7070 Long Range Planning for the PHS and RYLA; he is a Major Gift Advisor for Zone 24; he is a Past District Governor, a Major Donor, Bequest Society Member, Foundation Benefactor, and PHS Member. Michael joins us from Toronto, Canada. Welcome!
Michael:Thank you Natalia; I am excited to have the opportunity to share my experiences with our participants. Once you have identified Rotarians and friends of Rotary who are willing and able to give to The Rotary Foundation at the Paul Harris Society level, it is important to invite them to become part of this essential group of supporters. We must keep in mind that people are more likely to give if they know where their contributions are going and they are assured that it aligns with their personal humanitarian goals.
Michael:For example, making giving personal for each PHS member was the key success in the Rotary Club of McLean’s PHS membership campaign. The club’s Foundation committee selected members who would meet, usually one-on-one, with PHS prospects from the club. Each meeting focused on learning about the member’s personal philanthropic goal – what projects fed their soul. The focus then shifted to sharing how giving to The Rotary Foundation can help the prospects realize their Rotary dream by joining the PHS. The groups from whom the clubs had their highest success rate in reaching were the Board members, officers, and officers-elect, new members who joined within the last three years, and multiple PHF members.In the first year, the McLean club grew their PHS membership from 3 to 10, then on to 20 the following year, and on to 24 the year after that. Considering that this was a club with less than 70 members, the annual giving per capita quadrupled to more than US$600, and the club now can say that they have more than six major donors.You can successfully launch the McLean club’s model district-wide by training the district’s leadership team, and by having well-respected members of your district’s PHS committee available to meet with prospective PHS members.
Michael:Another great way invite individuals is by email or mail.Send email invitations early in the Rotary year to all incoming club presidents, Foundation Chairs, Fundraising Chairs, Assistant Governors, Foundation advocates, and District Leadership teams to consider joining PHS. Also, send quarterly emails to club presidents and Foundation chairs from clubs without PHS members encouraging them to identify and secure members.
Michael:Presentations are also a great way to invite members. Include a presentation or training sessions about the PHS at your Foundation Seminar, PETS, District Assembly and district conference and include Paul Harris Society when making presentations to clubs.
Michael:Special challenges can also build excitement and create friendly completion, while allowing you to invite large groups of people. For example, Zones 21 and 27 have established a challenge where an established Donor Advised Fund will match $1,000 directly to a district’s designated fund for every new PHS member in that district. This challenge will signify an increase of 500 PHS members within these two zones by the year 2016. Fellow panelist Larry Dimmitt is directly involved in the administration of this challenge and will be able to address any questions that you may have at the end of the session or after.It would be interesting to see which of the strategies mentioned above have worked well so far the districts that we have represented among our participants.We would like to take a poll at this time to know what has been most successful in your area when it comes to inviting new members to join the PHS:Personal meetings with potential PHS membersEmail invitationsDirect mail invitationsInformation presented in a group settingOther methods(Comment on the results)
Michael:So far we have discussed strategies for identifying and inviting potential members into the society, but the question remains, how does a donor actually join the society? There are several ways in which a donor can join:One way is by notifying the District Foundation Chair or the District Paul Harris Society Coordinator and verbally letting them know of the intentions to generously donate each year they are financially able. By completing the Paul Harris Society enrollment form in the Paul Harris Society Brochure or on the promotional handout, both of which will be discussed shortly.They can also contribute directly online and while there sign up for Rotary Direct at the Paul Harris Society levelOr simply contact Rotary Foundation staff and inform them of their intent to be a Paul Harris Society Member.
Michael:I would like to highlight how Rotary Direct, Rotary’s recurring giving program, is a great way to join the PHS. It is safe, secure and the easiest way to join PHS and make your PHS contributions each year. 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 even annually. Enrollment can be done online, in multiple currencies, while preserving local tax benefits in most cases. For example, a Canadian Rotarian can donate via www.rotary.org, in Canadian dollars and receive a tax receipt from the Canadian Associate Foundation. With contributions of US$85/month, US$250/quarter or US$1,000 annually Rotarians and friends of Rotary will be considered a member of the Paul Harris Society and will be automatically listed as members on the Paul Harris Society reports. For those of you, who like me, are outside of the US it is important to remind your Rotarians to consider fluctuating exchange rates when setting their Rotary Direct amount. If their hope is to meet their PHS giving through Rotary Direct they might want to set it for a little more than what is required at that time so that even with changes in exchange rates they are still reaching US$1,000 each year.
Natalia:Thank you Michael for guiding us through some of the best ways in which districts can invite Rotarians and Friends of Rotary to join the Paul Harris Society. Our next panelist is Scott Mills, District Governor Nominee and Paul Harris Society Coordinator for District 7610. As Past Annual Giving Subcommittee Chair, Scott led District 7610 in Northern Virginia to back-to-back years of US$200 per capita in Annual Giving. He serves as the editor of the district’s monthly Foundation Newsletter and was awarded TRF’s Citation for Meritorious Service.Scott will offer information on ways to promote the Paul Harris Society. Welcome Scott!Scott:Thank you Natalia; I am excited to join our panelist and attendees today to talk about the Paul Harris Society, as it is a recognition program that has proven very successful in my district. One of our goals for this year is to reach PHS membership equivalent to ten percent of the Active Rotary membership or 250 members, whichever is greater. Last year alone we increased our membership by welcoming 51 new members.
Scott:Our growth rate is a result of active promotion of the Paul Harris Society among our District and Club leadership primarily through well prepared presentations made at each of the clubs. But before I go into more detail, I would like to ask our audience to provide some examples on how they have promoted, or think will be best to promote, the Paul Harris Society in their districts.Please go ahead and share your responses in the QUESTIONS box in your control panel and we will share some of the responses. Hearing what works in other districts can provide some great strategies to try that you may not have thought of. Rachel, would you like to read some of the responses our participants have shared?(Rachel shares some of the written responses)
One of the best supporting documents to have at hand when talking about the Paul Harris Society is the new PHS Brochure. It explains in a clear and concise manner what the Paul Harris Society is, and includes a membership form. These brochures are available free of charge through the rotary web site.
Scott:The Paul Harris Society Handout provides information on the Paul Harris Society in a different format and can be used in less formal situations when addressing a larger audience. It can be used to make an initial contribution as well as to make your gifts through Rotary Direct. This is available in a digital format so that you can print the quantities you want when needed. This handout will be made available to you with other materials referenced in the webinar today in a follow-up email.
Scott:Several of our participants mentioned that they promote the Paul Harris Society in their district’s newsletters, both electronically and in print. Including information on and photos of the society’s newly inducted members is most certainly a great way of promoting the society and encourage new membership. In my district’s newsletter we include a thermometer showing progress towards the annual goal and in the article accompanying the photos we encourage Rotarians to join the society and help the district reach its goal of 250 members by June 30 of 2014. We also feature articles that educate members about grants and other programs of The Rotary Foundation , in this way showing examples on how those contributions go towards District Grants, Global Grants such as scholarships, Peace Fellows, and Polio eradication.
Scott:Another great way of promoting the Paul Harris Society is to give it a prominent place in your district’s website, placing links to general information, the brochure and handouts, as well as highlighting the members in the district, in this way also recognizing their commitment.
Scott:So far in our discussion we have talked about how to identify potential new members, how to invite them to be part of the Paul Harris Society, and how to promote the society in our areas in an effort to increase its memberships. Let’s not forget the importance of recognizing the Rotarians and Friends of Rotary that through their membership and active participation in the society have expressed their willingness to support the work of The Rotary Foundation as long as they are able.Members of the Paul Harris Society are able to receive wearable recognition honoring their annual commitment to doing good in the world. Recognition will be provided by The Rotary Foundation to district leaders. This recognition is a chevron that is worn with an existing Rotary pin. Please note that the wearable recognition is produced and distributed by The Rotary Foundation in order to ensure a consistent look and design across the Rotary world. The wearable recognition as well as certificates and recognition events are optional and are not mandated. If your district or region does not wish to wear the recognition or be recognized in public please know that you are encouraged to follow the best practices for promoting giving in your area of the world. An initial supply of this recognition was sent to District Paul Harris Society Coordinators in July for them to present to new Paul Harris Society members. Additional orders can be made by the Paul Harris Coordinator as needed by emailing annualfund@rotary.org.
Scott:Having district or club leadership present the wearable recognition is a great way to thank new and existing members and wearing the pin allows others who may not be aware of the Paul Harris Society to learn more about this recognition program and can encourage Paul Harris Society growth in your district. For example, in my district we ask our Paul Harris Society Coordinator, District Rotary Foundation Coordinator, and when available the District Governor make the presentation of the certificate and the wearable recognition to our new PHS members. A certificate template and sample remarks for Paul Harris Society presentations are now available to you from The Rotary Foundation, making it even easier to make these presentations special.
Scott:Our district also plans an annual dinner or reception to honor Paul Harris Society Members, Major Donors, Bequest Society Members, and Arch C Klumph Society members, free of cost to our honorees.At the reception we typically gift our attendees with “Rotary themed note cards” featuring grant beneficiaries whose grants were funded by the contributions made to the Annual Fund.
Scott:Additionally our district recognizes those clubs that have four or more Paul Harris Society members with a banner with gold name plates of each PHS members in that club. Recognizing a minimum of four members encourages clubs to stretch their Paul Harris Society goals.These are only but a couple of examples of the ways in which we can recognize Paul Harris Society members. By knowing the culture of the clubs in your district and developing a plan for your Paul Harris Society you can create appropriate and meaningful ways to thank your donors.
Natalia:Thank you Scott for those great examples on how to promote the PHS and how to recognize members. We have reached the end of our structured discussion and would like to thank each of our panelists, Larry, Michael, and Scott for their invaluable time and insights on best practices to identify, promote, invite, and recognize Paul Harris Society members. We hope that this information is helpful to you.At this time we would like to address some of the questions that were being posted by some of you during the webinar. Please know that if your question is not answered at this time, our panelist or the staff at The Rotary Foundation will contact you shortly with additional information.Rachel, would you like to share our first question with us?
Natalia:Once again, we want to thank each and every one of you for your time today.Please remember that this session was recorded and will be sent to you in an email following the webinar. Please feel free to share it with any others whom you think would find it helpful. You will receive a follow up message with links and resource materials that we hope are helpful to you as well as contact information for our panelists. Upon exiting the webinar you will see a brief survey on your screen asking you about today’s webinar experience. Please take a moment to complete the survey so that we can continue to improve the webinars we provide.