WORKING

WITH YOUR
FOUNDATION
TEAM

BEST PRACTICES
FOR ORGANIZING
THE DISTRICT ROTARY
FOUNDATION
COMMITTEE

KEY DISCUSSION POINT

01

What is the zonal team

structure and what will be the
foundation committee
structure of your district
organization?

ZONAL TEAM

RESPONSIBILITIES OF
THE DRFCC

RESPONSIBILITIES OF
THE DRFCCcontd.

RESPONSIBILITIES OF
THE DRFCCcontd.

RESPONSIBILITIES OF
THE DRFCCcontd.

DISTRICT
ORGANIZATION

GRANT
SUBCOMMITTEE

GRANT
SUBCOMMITTEEcontd.

STEWARDSHIP
SUBCOMMITTEE

STEWARDSHIP
SUBCOMMITTEEcontd.

POILOPLUS
SUBCOMMITTEE

FUNDRAISING
SUBCOMMITTEE

OPTIONAL
SUBCOMMITTEES
Rotary
Peace
Fellowship
Major
Gifts

Scholarship

Endowment
Fund

Vocational
Training
Team

OPTIONAL
SUBCOMMITTEES
Annual
Fund
EREY

PHS
Coordinator

Major
Donor

EREY
Every Rotarian, Every Year aims to engage
every Rotary club member in the lifechanging programs of our Rotary Foundation.
The purpose of the EREY initiative is to:
Encourage every Rotarian to participate in
a Foundation program every year
Encourage every Rotarian to personally
contribute to the Foundations Annual
Fund every year

PHS
Coordinator
PHF is a TESTED GIVER.
Having an active Paul Harris
Society can ensure long-term
growth in annual per capita
contributions and secure more
funds coming back to your
district year after year.

WAYS TO START AND

CULTIVATE A SUCCESSFUL PHS

1
2
3
4
5
6

Ask one or more volunteers to serve as dedicated district Paul Harris

Society coordinators.
Working with PHS coordinators, arrange for a PHS membership
charter event and ongoing annual recognition events.
Actively manage your PHS membership database, tracking new
members and ongoing contributions.
Be sure to present membership certificates, the PHS insignia,
and a thank-you letter from the district governor at
membership events. A successful event will automatically
attract new members.
Use district Foundation presentations in August and
September for promoting the PHS year round.
Follow up annually. Thanking your supporters is a key
element to helping ensure their recurring support.

WHAT WE USUALLY
IGNORE?

KEY DISCUSSION POINT

02

What will be the

structure at each
individual club?

SUPPORTING CLUB
ROTARY FOUNDATION COMMITTEES

Should ensure every club has a

Rotary Foundation committee,
train those committees, and
encourage clubs to
increase awareness of the Foundation.

SUPPORTING CLUB
ROTARY FOUNDATION COMMITTEEScontd.
To raise clubs understanding of the Foundation, suggest that they:
Devote time to the Foundation at club meetings, especially during
November, which is Rotary Foundation Month.
Work with the club or district public relations committee to inform
local media of newsworthy Foundation activities.
Invite Foundation alumni to participate in club events & projects.
Plan a community event to raise funds for and to promote the
Foundation.
Recognize Rotarians and others who have performed
outstanding service or made significant financial
contributions to The Rotary Foundation.
Encourage clubs to seek Rotary Peace Fellow
candidates.

Club Level
Structure
Foundation
Committee
Chair
Giving

Grants
Other Optional Sub
Committees

Programs

KEY DISCUSSION POINT

03

How the communication &

coordination will be in
between district & club
foundation committees?

STANDARD PROCESS
District
Governor
District Foundation
Committee Chair
District Sub
Committees

Assistant
Governors
Club President
Club Foundation
Committee

FOR EFFECTIVE RESULTS

District
Governor
District Foundation
Committee Chair
Assistant
Governors

District Sub
Committees
Club President
Each Individual
Club Member

Club Foundation
Committee

KEY DISCUSSION POINT

04

What are the

communication tools
we can use?

COMMUNICATION TOOLS

Meeting
Skype
Letter
Discussion
Email
Facebook
Phone Call
Twitter
Conference Call
Viber
Messaging

KEY DISCUSSION POINT

05

How to maximize
Rotary Central?

WHO CAN
ENTER GOALS?

CLUB LEVEL

DISTRICT LEVEL

President
Secretary
Treasurer
Foundation Chair
Membership Chair
Executive Secretary

District Governor
*Assistant Governors
Committee Chairs
Executive Secretary

GOAL SETTING IN ROTARY CLUB CENTRAL

USEFUL REPORTS
Reports

Your personal Donor History Report

Club Fundraising Analysis
Club Recognition Summary (CRS)
EREY, Sustaining Member, and Paul Harris Society Eligibility
Report

PolioPlus Contribution Report

CLUB FUNDRAISING ANALYSIS

5 Rotary year dashboard of Annual Fund goals, giving and recognition totals
Use to set goals which are submitted through Rotary Club Central

Club Recognition Summary

Recognition amount

Combination of cash contributions and Foundation recognition points received

(points do not count towards Major Donor recognition)
Maximum amount that can be shown on the report is 9,000 (PHF +8)
Foundation recognition points

Can be transferred to other individuals to help them achieve PHF recognition

Points accumulate 1:1 for every dollar contributed to Annual Fund, PolioPlus Fund or
global grant
Rotary Direct

Participating in Rotarys recurring giving program

EREY Eligibility Report

Provides recognition eligibility (ie: date achieved for current & prior Rotary year)

Every Rotarian Every Year

Contribute any amount to the Annual Fund

Sustaining Member

Contribute at least US $100 to the Annual Fund

Paul Harris Society

Contribute at least US $1,000 to Annual Fund, PolioPlus Fund or global grant

Secret Codes
94 en - Multiple Donor Form
102 en - Recognition Transfer Request

The Rotary Foundation Multiple Donor Form

Paul Harris Fellow Recognition Transfer Request Form

KEY DISCUSSION POINT

05

What & Who are the

Key resources to
communicate?

THROUGH THE WEB

shop.rotary.org
www.rotary.org
www.endpolio.org

ZONAL LEADERS
RRFC
E/MGA
ARRFCs
EPNZC

DISTRICT LEADERS
DISTRICT GOVERNORS
DRFCC
DGSCC

THANK
YOU