1. Increasing Rotary Foundation Giving
Presenters
Bryn Styles, Rotary Foundation Trustee
Colin Gershon, ARRFC Zone 32
Mac Leask, E/MGA Zone 32
Carol Toomey, EPNC Zone 32
Moderator
Ron Smith, RRFC
Q&A
Chris Boyce, AGO
Rotary Foundation Webinar
Zones 24 - 32

2. Welcome to the webinar. To connect to audio:
In the Audio section, select:
Telephone
- or -
Mic & Speakers
To improve sound quality, please
close all unnecessary programs
such as email, MS Office, etc. If
you have a cellular device, please
move it away from your computer.

3. How to participate in the webinar
Open or close your
control panel.
If you can’t hear or others can’t
hear you, select a different mic or
speaker option on your computer.
During the presentation you may
ask a question or give an answer
to a question by raising your hand.
Use the question pod to type in
your name and where you are
in the world.

4. REMINDER
All attendees will receive a link to the slides and
a recording of today’s session via email within
48 hours.

5. Rotary Foundation Webinars
Ron Smith, RRFC, Zone 32

6. Rotary Foundation Webinar Series
• Based on Survey, First in Series
• Zone 24 – 32 to support webinar series
• Future Topics
– Strategic Planning using Rotary Foundation Reports
– District Foundation Committees & Club Foundation Chairs
– Managing Grant & Passing Audit
– Developing and Implementing Global Grants
– District Grant Policies & Procedures
• Today’s Webinar

7. Today’s Webinar
• Welcome & Comments Trustee Bryn Styles
• Best practices to Increase Giving
–Annual Fund
–Endowed Fund
–PolioPlus
• Question & Answers

8. Welcome & Thank You
Bryn Styles, Rotary Foundation Trustee

9. Trustee Remarks
• After Polio
• TRF Centennial - goals
• TRF Chair 2017-18
• Grant Scholars – USA
• Area of Focus Major Gift Initiative - Water & Sanitation
• Rotary Direct
• 100% Foundation Giving Club (banner recognition)

10. Increase Annual Fund Giving
Colin Gershon – ARRFC Zone 32

11. How does the Annual Fund benefit Rotarians?
1. Largest Source of funding of Global Grants and
Scholarships
2. Exclusive Source of funding of District Grants
3. Supplements, at District’s options, End Polio Now and
Peace Center Programs.

12. Where are We Now ?
Year Zone 32 Zone 24 World
2015 - 16 YTD $1.34m (+4%) $2.11m (-10%) $53.69m (-3%)
2015-16 GOAL $3.59m (+6%) $4.89m (+5%) $130m (+5%)
2014-15 YTD $1.28m $2.36m $55.48m
2014-15
Actual
$3.39m $4.68m $123.3m
Annual Fund Giving - Summary
*As of December 31, 2015

13. Key Points
To Build & Maintain Rotary Foundation engagement…
 Educate
 Plan
 Celebrate

14. Educate
 Organize and train knowledgeable Foundation team
Though webinars, Foundation seminars, PETS, District
Assembly, District’s Foundation team develops expertise to
bring motivational message to clubs.

15. Educate
 Key Message No. 1 – The Foundation is very effective
and highly regarded in “saving and changing lives”
 Highly successful polio eradication campaign
 Peace Centers & Scholars
 Worldwide humanitarian grants organized through clubs in
five areas of focus.

16. Educate
• Key Message No. 2: Clubs obtain significant funds
from the Foundation for scholars they sponsor and for
their projects, both local and worldwide –
– thus EXPANDING THE SIZE AND IMPACT OF PROJECTS.
Increased Annual Fund Giving leads to allows districts and
the Rotary Foundation to give larger matches.
– The Foundation is not just a recipient of Rotarian funds

17. Educate
Vocational Training Teams… in Uganda

18. Educate
 Key message No. 3: Inform Rotarians on recognitions
provided by Foundation for financial support by clubs
and individual Rotarians (e.g. EREY clubs, Paul Harris
Fellowships, Paul Harris Society, Major Donor, etc.)
 Developing a club tradition of attaining status as EREY
club status or even higher level.
o Recognizing Paul Harris Fellows and higher programs a club dinners
or on club banners

19.  Using a strong District
Foundation Committee
and other knowledgeable
Rotarians in district,
reach out to Clubs and
support Club Foundation
Chairs
Plan & Communicate

20. Planning A District Committee

21. Plan & Communicate
 Have the Foundation team make presentations to ALL
clubs during Foundation Month in November
 Use speakers bureau for club meetings
 District Foundation Committee members
 Rotary Foundation Alumni
 Project recipients both local and from around the world
(in person and through use of Skype)

22. Plan & Communicate
 Assist Clubs in Setting Goals
 Annual Giving, Polio Plus, Endowment Fund
 EREY
 Rotary Direct
 Paul Harris Society
 Measure
 Club Goals in Club Central
 Monitor Club Central
 Review Rotary Foundation Reports

23. Setting Goals in Club Central

24. Annual Fund Goal Reporting

25. PolioPlus and Major Gift Goal Reporting

26. Measuring Using Rotary Foundation Reports

27. Rotary Foundation Reports

28. Plan & Communicate
 Regularly communicate with Club Foundation Chairs –
especially providing timely assistance to grant
applications and notice of grant and scholarship
opportunities.

29.  Provide PH recognition matching point incentives
(district, clubs, members)
 Promote plans for recurring giving
 Rotary Direct
 Paul Harris Society
 Provide clubs with opportunities to be involved in grants
Plan & Communicate

30. Celebrate & Recognize !
 Present Paul Harris Fellows and other awards
thoughtfully & publicly
 Hold special events for high-dollar donors
(PHS, Major Donor, Arch Klumph Society)
 Explain how District Designated Funds (DDF)
is used in projects
 Publicize outcomes !

31. Rotary.org/showcase

32. Celebrate & Recognize !
• Dress-a-Child project

33. Annual Fund Giving
Increase giving will make
more funds available for
district grants, global grants
and other DDF eligible
programs…
“to do good in the world”

34. Increase Endowment Fund Giving
Mac Leask –E/MGA Zone 32

35. District Endowment Major Gifts Committees
Best Practices

36. Committee Goals
 Identify potential donors
 Educate Rotary Club members about the work of the
Foundation
 Cultivate potential donors
 Learn their needs & goals
 Educate them about the Foundation
 Educate them about ways to give

37. Committee Goals
 Create cultivation strategies for every
potential major giver based on the
potential donors’ goals
 Involve Bequest Society members and
Major Donors in Foundation activities

38. Committee Goals
 Promote the Gift & Estate Planning Professionals (GEPP)
and educate about Rotary’s Endowment Fund
 Consider becoming a Bequest Society Member or Major
Donor-Lead by example

39. Organize District Endowment Major Gifts Committee
Characteristics of potential committee members…
 Past District Governors and Assistant Governors
 Respected District /Area Leaders willing to visit clubs and meet with
individual Rotarians as appropriate
 Good Communicators
 Major Donors/Bequest Society members
 Paul Harris Society members
 Gift and Estate Planning Professionals

40. Best Practices
 Train EMG Committee Members and District Leaders
 Regular visits to assigned Rotary Clubs by Committee
Members
 Encourage each Committee Member to develop Prospect
Lists
 Promote membership in the Gift & Estate Planning
Professionals (GEPP) Group

41. Best Practices
 Encourage all Rotarians to have a will (Good Program for a
Club)
 Hold Fireside Chats for groups of prospects

42. Best Practices
 Work closely with your Major Gift Officer & Endowment/Major
Gifts Advisor
 Plan and Organize a visit to your District by the MGO & EMGA
 Hold a donor-centric Million Dollar Campaign that encourages
Gifts & Bequests to Our Rotary Foundation

43. Help is Available…
 Training for the Endowment Major Gifts (EMG) Committee is
available in your district
 E/MGAs & MGOs that serve as your resources in Zone 24 & 32
 Brochures and flyers available for free from Rotary to help you:
shop.rotary.org
 www.rotary.org/plannedgiving
- Filing Cabinet A-Z

44. Planned Giving Website

45. Planned Giving Website

46. We are here to help you
Endowment/Major Gifts Advisor, Zone 32
John M. “Mac” Leask, Rotary Club of Fairfield, Connecticut, USA
(203) 520-1274 mac@leask.com
Major Gifts Officer, Zone 32
Jenna Archuleta, Rotary Staff Member
(847) 424-5251 jenna.archuleta@rotary.org

47. We are here to help you
Endowment/Major Gifts Advisor, Zone 24W
Chris Offer, Rotary Club of Ladner, BC, CANADA
(604) 940-9365 ChrisOffer@live.ca
Endowment/Major Gifts Advisor, Zone 24E
Richard Levert, Rotary Club of Sudbury, ON, CANADA
(705) 691-6333 richardlevert@levert.ca
Major Gifts Officer, Zone 24
Carolyn Ferguson, Rotary Staff Member
(847) 866-3447 carolyn.ferguson@rotary.org

48. Increase PolioPlus Giving
Carol Toomey – EPNC Zone 32

49. To Finish Polio Off for Good
• Inform
• Set & Monitor Goals
• Advocacy
• Share Successes
• Thank and Honor
• Don’t forget the ask

50. Inform
• Keep eradication efforts in the “news”
• Make everyone aware of Milestones
• Remind Rotarians of the Promise to the Children of the
World
• Bring awareness that polio still exists
• Be a speaker in local schools and other social groups
• Share successes on social media

51. Public Fundraising & Public Image

52. Great News !

53. Set Goals
• Encourage clubs to set a goal for $1500 per year and
share progress
• Districts need to know the DDF will be matched 50
cents to the dollar before the Gates Foundation match.
20% of DDF is a great goal
• Encourage Clubs to hold events on February 23 and
October 24

54. Advocacy
• Governments of the have committed more than US$8B
• US in 2015 has approved $228 million for CDC & USAID
• Canada has committed 2013-2018 US$402M
• Thank officials and maintain awareness
• Arrange World Polio Day Proclamations

55. Good Advocacy & Public Image

56. End Polio Now Fundraising Campaign
• YTD- 31 December 2014 US$17,341,000
• YTD 31 December 2015 US$15,733,000
– Cash US $11,036,000
– DDF US $3,122,000
– WF Match US $1,575,000

57. El Tour de Tuscon
• Raised awareness
• Raised $4.4 M US with 2:1 Gates match over $13.5 M

58. Rotary’s Contribution to Polio Eradication
• As of 30 November 2015 Rotary committed US$1.542
Billion to Polio Eradication

59. Share Successes and Encourage New Ideas
• Polio at UN Day
• Purple Pinky Day
• Fundraisers increase polio dollars AND awareness
• Examples:
– Polar Plunge District 7930 raised $125,000 last year
– Example: District 7910 went to schools for Purple Pinky Day
– Zone 32 collects squares for a Promise Quilt

60. Thank and Honor Those Who Give
• Certificates from Zone but districts can do their own
• Clubs who contribute should be thanked in public
• Goals achieved should be celebrated
• ASK for help. Clubs and districts sometimes need
reminding of where they are in achieving their goals.

62. We are here to help you

63. We are here to help you

64. Q & A with AGO Chris Boyce