1. 2013 RI CONVENTION
EVERY ROTARIAN, EVERY YEAR
Tips for increasing personal giving to
our Rotary Foundation
2. 2013 RI CONVENTION
Stephanie Urchick
Trustee, The Rotary Foundation
Rotary Club of Canonsburg-Houston
USA
MODERATOR
3. 2013 RI CONVENTION
EVERY ROTARIAN, EVERY YEAR WORKSHOP
Ian Riseley
Trustee, The Rotary Foundation
Rotary Club of Sandringham
Australia
PANELIST
4. 2013 RI CONVENTION
EVERY ROTARIAN, EVERY YEAR WORKSHOP
Pamela S. Russell
Regional Rotary Foundation Coordinator
Rotary Club of La Jolla Golden Triangle
USA
PANELIST
5. 2013 RI CONVENTION
Ajay Bhatnagar
Regional Rotary Foundation Coordinator
Rotary Club of Basel-Dreiländereck
Switzerland
PANELIST
6. 2013 RI CONVENTION
• Building block of
Rotary’s fundraising
strategy
• Primary source of
support for The
Rotary Foundation
activities
• Funds Rotarian
driven projects
2013 RI CONVENTION
ANNUAL FUND
8. 2013 RI CONVENTION 8
ADDITIONAL ANNUAL FUND GIVING OPTIONS
SHARE
World Fund
Peace & Conflict Resolution/Prevention
Disease Prevention & Treatment
Water & Sanitation
Basic Education & Literacy
Child & Maternal Health
Economic & Community Development
10. 2013 RI CONVENTION
10
• Choose a monthly, quarterly or annual schedule
• Enroll at: www.rotary.org/contribute
11. 2013 RI CONVENTION
• US$1,000 each year
− US$85/month
− €200/quarter
• Annual
Fund, PolioPlus, approved
Foundation grant
• Wearable PHS insignia
available through your
district
13. 2013 RI CONVENTION
Lead by Example
Educate
Ask
Thank
YOUARE THE KEY TO SUCCESS
2013 RI CONVENTION
14. 2013 RI CONVENTION
• Regional Rotary Foundation Coordinator and
your Zone team
• District leadership
• Staff at local International Office
• www.rotary.org
FOR ADDITIONAL INFORMATION
Hinweis der Redaktion
Every Rotarian, Every YearMonday, 24 June, 14:30-15:30FIL, Meeting Room 1 (Capacity 70)Suggested Rehearsal Time: Group can have access to the room to rehearse and set up for session starting at 13:00. Staff Liaison, RMGO-Carolyn Fergusonto introduce herself, introduce the title of the workshop, welcome the participants and introduce the Moderator.Stephanie A. Urchick Rotary Club of Canonsburg-Houston, Pennsylvania, USA (2012-14) Stephanie Urchick is the executive director of the Southpointe CEO Association and the Southpointe Property Owners’ Association. She handles business development for Robert Morris University and owns a presentation-skills coaching business. Stephanie served as district governor in 1998-99 and Council on Legislation representative in 2004 and 2007, and has traveled to India and Nigeria for National Immunization Days. She is a Benefactor, Bequest Society member, and Major Donor, and has received The Rotary Foundation Distinguished Service Award.
(Moderator Stephanie)- There are four general tenants of any Annual Fund effort. This involves developing strategies to acquire new donors, retain those already giving and invite those with the capacity and commitment to consider increasing their annual support over time and continually thank and appreciate the contributions that are given to support our Foundation.Organizations have to work on ways to do all four steps. Innovative ideas to acquire new donors and navigate them to choosing TRF as their charity of choice. Once these donors have been acquired it is necessary to retain these donors, keeping them involved and up to date on what the organization is doing, how their contributions are being used and keeping the organization relevant to their needs. Once the donor has fully committed and is engaged with the organization it is time to upgrade their giving. Educating them on opportunities that will enhance their level of giving within the organization and progressing their gifts to higher levels. Organizations also work hard to steward the gifts that are received and thank donors frequently is various formats, methods and throughout the years. Showing the gratitude that is given for supporting TRF.
(Moderator Stephanie)- Ian Riseley, Moorooduc, Victoria, AustraliaTrustee, Rotary International, 2011-2015Zone Coordinator, Rotary’s $200 Million Challenge Committee, 2008-2012Treasurer, Rotary International, 2007-2008Director, Rotary International, 2005-07District Governor, 1999-2000Ian Risely has been the proprietor of Ian Riseley & Co, Chartered Accountants in Melbourne since 1976, specializing in accounting, taxation and management advice to small and medium businesses. He is a member of the Institute of Chartered Accountants in Australia, with postgraduate qualifications in taxation law and accounting. Ian is also a past lecturer in accounting at university and in ethics to post graduate students. In 2002 he received the Australian Government award as a “Peacebuilder” in East Timor.Ian has served Rotary International as district governor, and as a member of the World Affairs – South Pacific Committee, the World Community Service Programs Task Force, and the Rotary Recreational and Fellowship Task Force. In addition, he has served as a Director at Rotary International and as the Treasurer of Rotary International. As a member of the Australian Polio Eradication Private Sector Campaign he received the Regional Service Award for a Polio-free world in 2003-04. He is a Paul Harris Fellow and a Benefactor for The Rotary Foundation. Ian and his wife Juliet live in Moorooduc, Victoria, Australia with their two children Andrew and Jill.
(Moderator Stephanie)- Pam Russell joined the La Jolla Golden Triangle Rotary Club in San Diego, California, USA in 1998. In her club, she served in many capacities including Club President in 2003-2004. Today she continues as the club’s Foundation Treasurer. In 2006-2007, she was selected as Rotarian of the Year. She was District 5340 Governor in 2008-2009 and was District Rotary Foundation Chair under the Future Vision Pilot Program (2010-13). Pam has served as a trainer for Presidents-elect, Governors-nominee and Governors-elect within the zone as well as outside the zone. The Rotary Foundation asked her to serve as a Future Vision Trainer for International Assembly (2012, 2013) and for Zones 21B/27 and 25/26 Institutes (2012-13). She was the Future Vision Transition Coordinator for Zone 26 before being asked to serve as the Zone 26 Regional Rotary Foundation Coordinator (2013-16). Pam has been deeply involved in Zone and International Institutes and has represented the Rotary International President at a District Conference. Outside of Rotary, Pam is a University Regent and a member of the Alumni Board of Pacific Lutheran University. Pam and her husband Alan are Major Donors and members of the Bequest Society. They became charter members of the Paul Harris Society in 1999 and have retained their membership continuously ever since.
(Moderator Stephanie)-Ajay was born in India and studied in England and Switzerland before moving to the Unit-ed States. He was a Professor at the VCU School of Medicine in Virginia for eighteen years. He has spent the past twenty-five years in Switzerland where he worked in the pharmaceutical industry in Research & Development. He has a Ph.D. in Chemistry and research experience in the field of reproductive endocrinology. He re-tired in 2001 and started a consultancy business. He is the current President & CEO of World Wide Services Group Ltd in Muttenz, Switzerland. A Rotarian since 1999, Ajay is a member of the Rotary Club of Basel-Dreiländereck. He is a Paul Harris Fellow. He and his wife, Susanne, have one son.
(Panelist Ian) The Annual Fund is made possible by the generous Rotarians and friends who contribute to The Rotary Foundation. Funds collected from the Annual Fund are used to support Rotarian initiated humanitarian and educational programs. We all know that the Annual Fund is the foundation which supports the rest of Rotary’s development programs and with the success of the Every Rotarian, Every Year or the EREY initiative as we know it, we were able to expand our base of donors who ultimately give the majority of current and future gifts. The Every Rotarian, Every Year initiative, launched in 2003-04, less than 10 years ago, has essentially doubled our annual support from US$55 million to over US$110 million just last year, thanks to the dedicated club, district and zone leadership. The underlying goal is for every Rotarian to consider a personal contribution to the Annual Fund each and every year, no matter how big or small. While a worldwide per capita average of US$100 is commonly promoted with this initiative, the focus is really on 100% participation from Rotarians in our member clubs and Districts, so it is vital to stress the importance of personal contributions to the Foundation each year at a level appropriate to each individual Rotarian.
(Panelist Ian)
(Panelist Ian) In order to acquire more donors the Foundation added the ability to contribute directly to the areas of focus through the Annual Fund in September 2011. This was done to attract non-Rotarians and non-Giving Rotarians to the Rotary Foundation. Industry research has shown that donors want more and, more specificity on where and how their funds are being spent. The decision helps unite the fundraising arm of the Foundation with its grant-making model. Studies have shown that once a donor contributes to an organization they are likely to donate again. The aim of this new opportunity is to acquire donors and offer avenues for people that have a passion for an Area of Focus to support TRF. Annual Fund contributions directed to any of the six areas of focus are: Included toward a club's annual giving goal and per capita calculations; Eligible for all Annual Programs Fund recognition opportunities; including Every Rotarian, Every Year; Rotary Foundation Sustaining Member; Club Recognition Opportunities; Paul Harris Fellow; Paul Harris Society; Major Donor; and Arch C. Klumph Society. Not included in a district’s SHARE calculation. Therefore, they do not generate any district designated funds (DDF).
(Panelist-Pam) In addition to expanding the Annual Fund giving opportunities under Future Vision, the Foundation is simplifying the contribution process.Rotarians and Friends of Rotary can now make one-time or recurring contributions to TRF online and in 12 currencies:Australia AUD, Canada CAD, DKK Denmark, EURO, Japan JPY, New Zealand NZD, Norway NOK, South Africa ZAR, Sweden SEK, Switzerland CHF, Great Britain GBP, United States USD. Online contributions preserve existing tax benefits where applicable. For example, a Canadian Rotarian can donate via www.rotary.org, in Canadian dollars and receive a tax receipt from our Canadian Associate Foundation.
(Panelist-Pam) In addition to expanding the Annual Fund giving opportunities under Future Vision, the Foundation is simplifying the contribution process.A recurring contribution is an arrangement made through the Foundation to charge a preferred credit card at an amount and frequency most convenient to you. This can be done monthly, quarterly or even annually.... And enrollment can be done online.Include a brief example of how you’ve promoted and help grow Rotary Direct participation in your region. (example-add100 recognition points to anyone who signed up by a certain date. Points came from district balance.)
(Panelist-Pam) Although not a completely new strategy, the Paul Harris Society is growing in importance. This is an idea first conceived by Past District Governor Wayne Cusick of D5340 in California, USA. Once established in his District, The Paul Harris Society quickly expanded to districts throughout the world and was a way to recognize those individuals who commit to a personal contribution of US$1,000 or more each year. What I find remarkable is that less than 3 percent of Rotary Foundation supporters contribute at The Paul Harris Society level, yet their contributions represent roughly 35 percent of all Annual Fund contributions in a year. Yes, extraordinary and truly shows great potential.The Paul Harris Society not only has an enormous impact on a district’s Annual Giving each year, but especially noteworthy that this group of dedicated individuals are actively demonstrating their commitment and capacity to support our Foundation in a really meaningful way. Ask all active Paul Harris Society members to stand and be recognized.
(Panelist- Ajay)-Numbers and statistics are not motivating, but your stories and your experiences are. What makes you passionate about Rotary and the Foundation? Have you seen projects, met beneficiaries, been on NIDs, heard speakers that you can share when you present and talk about the Foundation? Share those stories and help connect the contributions we all make with the project outcomes. Help explain how more giving allows for more and bigger projects, which increases the impact we can have on our communities. This helps reinforce Rotary as a premier service organization, enhancing our public image, which inevitably leads to more members, and so on…But Rotary depends on you to help make these connections and inspire more members and friends to get involved.
(Panelist- Ajay)- There are a number of different strategies to build the ongoing support from Rotarians and friends. We must find the cause that is most compelling to each individual donor, and give them the opportunity to act.You truly are the key to our future success as we work to engage Rotary, change lives. And it starts with leadership by example. IN SUMMARY:Your personal giving, pride in wearing the pin, knowledge and enthusiasm are contagious!You are a leader who is highly respected by Rotarians. They will follow your lead in giving and excitement.
SUMMARY – (Moderator Stephanie)And remember, fundraising for our Rotary Foundation is not a solitary system where you are out on your own. Utilize Foundation resources, staff, local experts and fundraisers to help build a stronger Rotary.With good stewardship and cultivation we can work to strengthen our relationship with all types of donors. By helping them to understand their many options, and identifying what their specific charitable interests might be, we can look forward to long donor relationships. A strong Annual Fund, supported by a broad and engaged base of donors is a key to our future success. New tools and strategies such as EREY, the Paul Harris Society and Areas of Focus giving will help us to retain current contributors, secure future upgrades and have more discussions on possible term, endowment and testamentary gifts. These are topics that will be covered in greater depth tomorrow, during the Endowment Major Gifts workshop which will take place at this same time 14.30-15:30, and in this very room. I hope to see you there!
