Paul Harris to Major Gifts: Benefiting the Clubs of D6920

Jim Davis, Paul Harris Society, D6920Carl Treleaven, PDG, D6950, and

E/MGA – Zone 34

15 August 2015District #6920 Assembly

Dublin, Georgia

Show how your members can benefit by using Foundation points

Describe the Paul Harris Society and how it can benefit your club

Define a Major Gift, explain how they benefit our Foundation and your Club/District

Describe other resources that can help you and your club with the Foundation

Objectives of Training

Paul Harris FellowshipsUsing Recognition Points

What are points?A form of service, begun in 2005, to reward RotaryFoundation donors who contribute to the Annual Fund,Polio Fund, or Grant Funds.

Individuals, clubs, and districts, receive oneFoundation recognition point for each dollarcontributed !

Contributions to the Foundation’s Permanent Fund,or Endowment, are not eligible for points; thesefunds are invested.

Understanding Foundation Recognition Points, Rotary Foundation, Rotary.org, 2015

How are points service?

donors can transfer points to help others achieve Paul Harris Fellowship recognition,

individuals donors are the only ones authorized to transferFoundation recognition points from their individual account,

club presidents are the only ones authorized to transfer Foundation recognition points from club accounts, and

district governors are the only ones authorized to transferFoundation recognition points from district accounts.

Individuals may not transfer points to a club or district, but clubs and districts may transfer points to individuals.

Who keeps track of points?

The Rotary International Foundation keeps current records, accessible via a Club Recognition Summary, which includes

each member’s Foundation recognition amount,

each member’s available Foundation recognition points,

each member’s current Paul Harris Fellow level, and

each member’s dates of Paul Harris recognitions.

Club Recognition SummaryClub Recognition Summary

Recent gift

Large gift

What is difference ?Recognition amount (of foundation points)

reflects all personal contributions, plus foundation recognition points from others.

Available amount (of foundation points)reflects points accumulated through personal giving only, or dollars contributed.

Points can be transferred to meet Paul Harris Fellowshiprecognition requirements of $1,000

Minimum points transfer: 100 points

Minimum transfer: 100 points

Paul Harris Recognition Opportunities

Paul Harris Fellowshiphonors individuals, or honoraria, for $1,000 or more contributionto annual, polio, world, or grant funds, including

hard-cover display, gold-engraved certificate, and Paul Harris pin, and attractive ribbon-bound medallion, available.

Paul Harris Recognition Opportunities

Paul Harris Certificate of Appreciation honors businesses, or organizational donors, for $1,000 contributions. Paul Harris Fellowships can only be presented to individuals.

Multiple Paul Harris Fellowships multiple $1,000 increments of giving, to $10,000 five (5) sapphire levels and three (3) ruby levels.

Paul Harris Society minimum $1,000 annually for 10 years, or $10,000

Do the Rotary Foundation’savailable recognition points increase giving?

Yes, matching monetary contributions with Foundation recognition points helps a club:

meet their Annual Fund goals, Polio Fund goals, Major Gifts and Endowment Fund goals, and overall, increases Paul Harris Fellowship awareness.

Death Rules

Can a deceased receive a Paul Harris Fellowship?

Yes, definitely, when a donor chooses to recognize a deceased person,it is referred to as a Memorial Paul Harris Fellow!

Are available recognition points transferable at death? No, recognition points expire at death, except in cases where the

deceased is a Major Donor; in which case, the recognition points passto surviving spouse or partner by right-of-survivorship.

The 80/20 Rule

Rotary’s Version: 3% of Foundation Donors Give 37% of the Money (Paul Harris Society)

How Can You, Your Club and Your District Benefit From This?

Major GiftsThe Pareto Principle

Help achieving Annual Fund and Polio Fund goals

Help funding Global Grant projects

Help with retirement income planning

Help with estate planning

Potential Benefits to Clubs and Districts

Case A: Every Member Gives $ 100

Club Average Giving = $ 100

Case B: 38 Members Give $ 100 and 2 Give $1,000

(5% Become Paul Harris Society Eligible)

Club Average Giving = $ 145

A Simple Example – 40 Member Club

Major DonorRecognition awarded to individuals or couples whose cumulative outright

giving totals $10,000

Additional Major Donor Levels:$25,000-Level 2 | $50,000-Level 3

$100,000-Level 4|$250,000-Level 5$500,000-Level 6|$1,000,000 Level 7

Major Donors, Major GiftsSimilar but Different

Major GiftsA single outright gift of

$ 10,000 or greater

Polio Plus | Annual Fund Rotary Peace Centers | Endowment Fund Term Gift | Area of Focus Foundation-Approved Project

Major Gifts, Major DonorsDifferent but Similar

Training, guidance, materials, resources Assist with District training, recognition events,

etc. Assist in planning/organizing cultivation events Provide support for gift cultivation, stewardship Develop individual gift solicitation strategies District visits for individual gift conversations Facilitate receipt of gifts, recognition

How We Can Help

Cash Securities

Pledge Agreement Donor Advised Fund

Real Estate Other Asset Gifts

Making a Major Gift- Outright

Charitable Gift Annuities ($10,000+)

Charitable Lead Trusts ($100,000+)

Charitable Remainder Trusts ($100,000+)

Pooled Income Funds ($10,000+)

Life Income Gifts –Endowment Fund

Legacy Gifts (Bequests) $10,000+ Will, revocable trust or similar

Foundation as Beneficiary $10,000+ Life Insurance policy, deferred annuity contract,

IRA, 401K, etc. Ownership of Life Insurance Policies

Estate Gifts-Endowment Fund

Existing Major Donors, Bequest Society Members

Paul Harris Society, Benefactors Annual Fund/SHARE‐Project oriented Previous givers to PolioPlus Rotary Peace Centers Areas of Focus Approved Global Grants Generous to charities doing similar work Those who give consistently

Who Would Give?

Jim Davis, Paul Harris Society #6920912.478.5820Jimdavis @georgiasouthern.edu

Carl Treleaven, PDGEndowment/Major Gifts Advisor – Zone 34727.421.5803ctreleaven.rotary@gmail.com

Debra LoweMajor Gifts Officer-Rotary Foundation407.791.5115debra.lowe@rotary.org

Contact for more information