contributions to the rotary foundation and paul harris fellows (europe/africa)
DESCRIPTION
These slides are adapted from the webinar which was recorded on 09 December, 2014. Rotary staff from the Europe/Africa office share best practices for making contributions to The Rotary Foundation and requesting Paul Harris Fellows, and provided information about which staff to contact in the Europe/Africa office with questions.TRANSCRIPT
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CONTRIBUTIONS TO THE ROTARY
FOUNDATION AND PAUL HARRIS FELLOWS
Monday 9 December 2013 Europe/Africa Office
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Use the Audio pod to select Use Telephone
- or - Use Mic & Speakers* To improve sound
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AUDIO OPTIONS
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Use the question pod to type in where you are in the world and how the weather is there.
USING THE QUESTION POD
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ROTARY FOUNDATION COORDINATORS AT EAO
Lydia Alocen – [email protected] 1550, 1560, 1570, 1580, 1590,
1600, 1610 1680, 1690, 1700, 1710, 1730,
1740, 1750, 1760, 1780 2080, 2090, 2100, 2110, 2120 2482 2490 9010 9101, 9102 9150 9220
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ROTARY FOUNDATION COORDINATORS AT EAO
Vanessa Court-Payen – [email protected]
1360 1380, 1390, 1400, 1410,
1420, 1430 1440, 1450, 1460, 1470, 1480 1510, 1520, 1640, 1650,
1660, 1670, 1720, 1770, 1790 2031, 2032, 2041, 2042,
2050, 2060, 2071, 2072 9211 9212
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ROTARY FOUNDATION COORDINATORS AT EAO
Clare Griffiths – [email protected]
1800, 1810, 1820, 1830, 1840, 1850, 1860, 1870, 1880, 1890, 1900, 1930, 1940, 1950
1910, 1920 1911, 1912, 1913 2220, 2225 2230 2241 2420, 2430, 2440 2451, 2452 2483 2470, 2484
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ROTARY FOUNDATION COORDINATORS AT EAO
Marta Wild – [email protected] 1960, 1970 1980, 1990, 2000 2201, 2202, 2203 2250, 2260, 2275, 2290,
2305, 2310 2320, 2330, 2340, 2350,
2360, 2370, 2380, 2390, 2400, 2410
9110, 9125, 9140 9210 9350, 9370, 9400
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Poll
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CONTRIBUTION PROCESSING
Reception of contribution in our bank account
The finance department allocates the funds according to the details the donor has provided, or according to what is on the bank statement. Donor’s name Recipient’s name Program (Annual Fund, PolioPlus, etc)
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CONTRIBUTION CHALLENGES
Contributions without details Who is
making the contribution?
What is it for?
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CONTRIBUTION CHALLENGES
Where should the contributions be booked?
Annual Fund-SHARE?
PolioPlus? Endowment Fund? Humanitarian
grant? Currency and bank
account
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CONTRIBUTION PROCESSING AND
RECOGNITIONS
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MAKING A CONTRIBUTION
Credit card Via phone or e-mail Via the Rotary website:
www.rotary.org/myrotary Cheque Wire transfer
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MAKING A CONTRIBUTION: ROTARY
FOUNDATION FUNDS Annual Fund-SHARE PolioPlus Rotary Foundation Grant Endowment Fund
(Benefactor only)
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Annual Fund: Areas of Focus
MAKING A CONTRIBUTION: ROTARY
FOUNDATION FUNDS
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MAKING A CONTRIBUTION:
MULTIPLE INDIVIDUALS
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CORRECTING CONTRIBUTIONS
Within 90 days of receipt, in the same Rotary year
Contributions sent to a TRF fund cannot be moved to a humanitarian project at a later date
When asking for a correction, please make sure to indicate every aspect that needs to be changed
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Poll
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PHF CHALLENGES
PHF requests without details Who is giving the recipient a PHF? Where should the Paul Harris
recognition be sent? What date is the PHF needed for?
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INDIVIDUAL RECOGNITIONS
It is strongly suggested to let TRF staff know that you are expecting a PHF: If a contribution generates a
new PHF, staff will need to know this in order to prepare the recognition
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INDIVIDUAL RECOGNITIONS
The shipping address is always necessary in order to send the Paul Harris Fellows If we do not have an address, the PHF is
shipped to the address in our database If a PHF is urgent, please also provide a
phone number so that we can send everything via urgent mail
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REQUESTING A PHF
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CLUB RECOGNITION SUMMARY
Where to find it: My Rotary Rotary Club Central
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CLUB RECOGNITION SUMMARY
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CLUB RECOGNITION SUMMARY
PHF points for the club and for donors Rotarians’ ID numbers
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NOTES
We cannot give information about personal donations to anyone who is not the individual who made the contribution in the first place.
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Thank you for attending today’s webinar, you can register for other webinars and access recordings of
other webinars www.rotary.org/webinars