2012-132012-13AANNUALNNUAL G GIVINGIVING

CCAMPAIGNAMPAIGN

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 22012-13 Foundation Fundraising Goals

Areas 3 and 42012-13 Foundation Fundraising Goals

Areas 5 and 62012-13 Foundation Fundraising Goals

Areas 7 and 82012-13 Foundation Fundraising Goals

Area 92012-13 Foundation Fundraising Goals

Make this Phrase Part of Make this Phrase Part of Your Club’s CultureYour Club’s Culture

Foundation DrawingDrawing Held at Cabinet Meeting,

Wednesday, December 5th

FIRST PRIZE: TRIP FOR TWO TO 2013 RI CONVENTION IN LISBON, PORTUGALSECOND 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 EXTRA TICKETS FOR $1,000 PAID CONTRIBUTION

TRF Fundraising TRF Fundraising Counts for HALF the Counts for HALF the Credit in the Squaw Credit in the Squaw

Creek Resort Memorial Creek Resort Memorial Day GiveawayDay Giveaway● ● 25% of the Score for the club with the highest EREY 25% of the Score for the club with the highest EREY

percentage on January 31, 2013, from Foundation percentage on January 31, 2013, from Foundation Giving beginning on July 1, 2012Giving beginning on July 1, 2012● ● 25% of the Score for the club with the largest 25% of the Score for the club with the largest percentage increase to TRF Program Fund Giving from percentage increase to TRF Program Fund Giving from the 2011-12 Rotary Year to January 31, 2013, and the 2011-12 Rotary Year to January 31, 2013, and which also has $200 per capita giving during the same which also has $200 per capita giving during the same time periodtime period

Recognition for Recognition for Pledges and Pledges and

ContributionsContributionsRecognition Pins for Recognition Pins for Double Sustainers ($200)Double Sustainers ($200), , Super Sustainers ($500)Super Sustainers ($500) and and Paul Harris Society Paul Harris Society ($1,000) ($1,000) will be presented by District Governor will be presented by District Governor Joe Hamilton on his Club Visit to anyone who Joe Hamilton on his Club Visit to anyone who

PLEDGES a contribution to the Annual Programs PLEDGES a contribution to the Annual Programs Fund. The Pledge must be fully PAID for those Fund. The Pledge must be fully PAID for those

wishing to participate in the wishing to participate in the Annual Giving Ticket Drawing.Annual Giving Ticket Drawing.

Double Sustainer Super Sustainer Double Sustainer Super Sustainer Paul Harris Paul Harris

SocietySociety

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

MembersMembers

Question::““How do I Contribute to TRF?”How do I Contribute to TRF?”Answer::““There are SO MANY WAYS!”There are SO MANY WAYS!”

1.1.Go Online to Rotary International Go Online to Rotary International “Member Access”: “Member Access”: riweb.rotaryintl.org/Menu.aspxriweb.rotaryintl.org/Menu.aspx

2.2.Deliver a check to your Club TRF ChairDeliver a check to your Club TRF Chair3.3.Set up regular credit card payments Set up regular credit card payments

through through “ “TRF-Direct USA”TRF-Direct USA”

THE PAUL HARRIS SOCIETY THE PAUL HARRIS SOCIETY of DISTRICT 5170of DISTRICT 5170

WHAT IS THE PAUL HARRIS SOCIETY?

•A District Donor Recognition Program

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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

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Requirements for Joining the PHSRequirements for Joining the PHS

Each DONOR must give a minimum of $1,000 Each DONOR must give a minimum of $1,000 in new cash donations per year to qualify. in new cash donations per year to qualify.

Recognition Points, contributions to The Recognition Points, contributions to The Permanent Fund and pledges do not count.Permanent Fund and pledges do not count.

Membership is awarded only when the full Membership is awarded only when the full amount is received by The Rotary Foundation.amount is received by The Rotary Foundation.

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Sounds like a lot but consider this:Sounds like a lot but consider this: $1,000/yr = $83.33/month $1,000/yr = $83.33/month oror $19.23/week $19.23/week Use Use TRF-DIRECTTRF-DIRECT to transfer funds from to transfer funds from

1.1. U.S. based checking account U.S. based checking account

2.2. savings accountsavings account

3.3. credit card account credit card account

on an ongoing basis. on an ongoing basis.

($85/month; $250/quarter; $1,000/year…)($85/month; $250/quarter; $1,000/year…)

Additional Points

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Paul Harris Society BenefitsPaul Harris Society BenefitsTo The Club, The Community and to The WorldTo The Club, The Community and to The WorldPolio Eradication.Polio Eradication.

District Grants to fund local projects.District Grants to fund local projects.

Annual Fund to support humanitarian projects Annual Fund to support humanitarian projects around the globe. around the globe.

Vocational Training Teams (VTT).Vocational Training Teams (VTT).

Scholarship Grants to further international Scholarship Grants to further international understanding.understanding.

Rotary World Peace FellowshipsRotary World Peace Fellowships..

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

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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 - 16Oakland – 15Sunnyvale - 9

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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.

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Paul Harris Society – 2011-2012

Number of Members Percent of MembershipCupertino 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 7 Almaden Valley 12.8%Los Altos 7 Livermore 11.8%Santa Cruz Sunrise 6 Campbell 10.0%Scotts Valley 6 Alviso 10.0%

3131

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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

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. 333333

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

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CONTACT DETAILSCONTACT DETAILS

Phillip N. DeanPhillip N. Dean

District Coordinator, Paul Harris District Coordinator, Paul Harris Society Society

Rotary International District 5170Rotary International District 5170

E-Mail: E-Mail: pndean@comcast.netpndean@comcast.net

Phone: 925-455-4261Phone: 925-455-4261

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THANK YOU FOR THANK YOU FOR YOUR ATTENTION!YOUR ATTENTION!

Large Donor and BequestsLarge Donor and Bequests

Presented byPresented by

Michael J. Kearns Clu ChFCMichael J. Kearns Clu ChFC

Rotary Club of Fremont Warm Springs Rotary Club of Fremont Warm Springs SunriseSunrise

A Story you can tellA Story you can tell

Polio Plus Polio Plus $50,000 Goal$50,000 Goal Non Rotarians gave $52,000 Non Rotarians gave $52,000 Worldwide cause, not just communityWorldwide cause, not just community Club of 22 members gave second Club of 22 members gave second

largest check in district to Poliolargest check in district to Polio Why did this succeed?Why did this succeed? Is Bill Gates a Rotarian?Is Bill Gates a Rotarian?

Quick QuizQuick Quiz

1. What Dollar 1. What Dollar Amount is Amount is threshold of a threshold of a “major donor”“major donor”

$1,000$1,000 $5,000$5,000 $10,000$10,000 $50,000$50,000

2. Changing the 2. Changing the beneficiary of your beneficiary of your life insurance to life insurance to Rotary is tax Rotary is tax deductibledeductible

TrueTrue FalseFalse

3. Changing the 3. Changing the ownership of your ownership of your life insurance to life insurance to Rotary can be tax Rotary can be tax deductibledeductible

TrueTrue FalseFalse

4. You can gift 4. You can gift Real Estate to Real Estate to RotaryRotary

TrueTrue FalseFalse

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

TrueTrue FalseFalse

6. Major Donors 6. Major Donors are strictly are strictly RotariansRotarians

TrueTrue FalseFalse

7. The name given 7. The name given to the top gift to to the top gift to Rotary Rotary

A. Arch C. KlumphA. Arch C. Klumph B. Archie BunkerB. Archie Bunker C. Arch of triumphC. Arch of triumph D. None of the D. None of the

aboveabove

8. Life Income 8. Life Income agreements are agreements are retirement checks retirement checks given to past given to past district governorsdistrict governors

TrueTrue FalseFalse

Someone wants Someone wants information on information on being a major being a major donor of $10,000 donor of $10,000 or more this year?or more this year?

Contact Mike Contact Mike Kearns 408-799-Kearns 408-799-12081208

Roger Hassler Roger Hassler

Someone wants Someone wants the Income the Income agreement agreement presentation?presentation?

Contact Mike Kearns Contact Mike Kearns 408-799-1208408-799-1208

Michael Dunlap, Michael Dunlap, CPA, MS TaxationCPA, MS TaxationZone 26 Major Gifts Zone 26 Major Gifts OfficerOfficer

Michael.Dunlap@RoMichael.Dunlap@Rotary.Orgtary.Org

(760) 715-9984(760) 715-9984

Someone wants a Someone wants a top level top level presentation of presentation of what Rotary can do what Rotary can do to assist them in to assist them in their charitable their charitable givinggiving

Michael Dunlap, Michael Dunlap, CPA, MS TaxationCPA, MS TaxationZone 26 Major Gifts Zone 26 Major Gifts OfficerOfficer

Michael.Dunlap@RMichael.Dunlap@Rotary.Orgotary.Org

(760) 715-9984(760) 715-9984

A LITTLE HISTORY…

Total Polio Cases:

2008: 1,651

2009: 1,604

2010: 946

2011: 650

WHERE WE ARE: Wild Polio Virus Cases:

Country 2011 2011 2012

Afghanistan 80 11

All others 178 102

All of Jan.- July

Nigeria 62 24 Pakistan 198 60 Chad 132 89

TOTALS 650 286

1557

23 5

0

100

What will it take to end polio?

• TIME

• COMMITMENT

•

Money

D-5170 Contributions:

Total $405 Million

Clubs $ 676,939 Interact 76,811

Total $ 753,650

From Dec., 2007 To July, 2012

Gates Foundation Challenge Grant:Challenge Amount: $355 Million

Final Gift: 50 Million

WHAT TO DO:

Plan: Now

Execute: Jan. 1, 2013

Global Grant ScholarsGlobal Grant Scholars: :

Must total at least $30,000, Must total at least $30,000, with Rotary Foundation with Rotary Foundation minimum match of $15,000.minimum match of $15,000.

Clubs or District may Clubs or District may contribute cash or DDF to contribute cash or DDF to equal the total.equal the total.  

Scholar Grants 2013-Scholar Grants 2013-20142014 Graduate study Graduate study must fall within one must fall within one

of the following 6 areas:of the following 6 areas:

Peace and Conflict ResolutionPeace and Conflict Resolution Disease Prevention and TreatmentDisease Prevention and Treatment Water and SanitationWater and Sanitation Maternal and Child HealthMaternal and Child Health Basic Education and LiteracyBasic Education and Literacy Economic and Community Economic and Community

DevelopmentDevelopment

Scholar Grants 2013-Scholar Grants 2013-20142014

Important Dates – Global ScholarsImportant Dates – Global Scholars

Nov. 1, 2012 Nov. 1, 2012 Application available on Application available on D5170D5170

web siteweb site

Jan. 1, 2013Jan. 1, 2013 Application due to Application due to sponsoring sponsoring clubclub

Feb. 1, 2013Feb. 1, 2013 Recommended Scholar Apps Recommended Scholar Apps

due to Scholar Committeedue to Scholar Committee

Mar. 30, 2013Mar. 30, 2013 Scholar Interviews/SelectionScholar Interviews/Selection

IMPORTANT NOTE:IMPORTANT NOTE:

BEGINNING 2013-2014BEGINNING 2013-2014CLUBS WHO RECOMMEND CLUBS WHO RECOMMEND SUCCESSFUL SCHOLARS SUCCESSFUL SCHOLARS

MUST COMPLETE THE MUST COMPLETE THE APPLICATION AND APPLICATION AND

REPORTINGREPORTING

Scholar Grants 2013-2014Scholar Grants 2013-2014

District Scholar GrantDistrict Scholar Grant::

Can be any amount, for any school, Can be any amount, for any school, pre-or-post grad. Preference given to pre-or-post grad. Preference given to scholars whose education includes a scholars whose education includes a humanitarian emphasis/projecthumanitarian emphasis/project

May be funded by a Club or the May be funded by a Club or the District using DDF and/or cashDistrict using DDF and/or cash

Scholar Grants 2013-Scholar Grants 2013-1414

Scholar Grants 2013-14Scholar Grants 2013-14

For More Information:For More Information:

Marie SikoraMarie Sikora

District 5170 Scholar Committee ChairDistrict 5170 Scholar Committee Chair

Rotary Club of Scotts Valley, Rotary Club of Scotts Valley,

400 Coon Heights Rd, Ben Lomond, CA 95005400 Coon Heights Rd, Ben Lomond, CA 95005

E-mail: MLSikora@earthlink.netE-mail: MLSikora@earthlink.net