rotary basics foundation seminar annual programs fund

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ROTARY BASICS FOUNDATION SEMINAR Annual Programs Fund

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Page 1: ROTARY BASICS FOUNDATION SEMINAR Annual Programs Fund

ROTARY BASICS FOUNDATION

SEMINAR

Annual Programs Fund

Page 2: ROTARY BASICS FOUNDATION SEMINAR Annual Programs Fund

2014

What is it?

• The Annual Fund is the primary source of funding for all Foundation activities

• Contributions help strengthen peace efforts, provide clean water and sanitation, support education, grow local economies, save mothers and children, and fight disease.

Page 3: ROTARY BASICS FOUNDATION SEMINAR Annual Programs Fund

2014

How it Works• At the end of every Rotary year,

contributions directed to the Annual Fund-SHARE from all Rotary clubs in the district are divided between the World Fund and the District Designated Fund, or DDF.

Page 4: ROTARY BASICS FOUNDATION SEMINAR Annual Programs Fund

2014

How it Works

• When you donate to the Annual Fund-SHARE, a portion of those funds becomes available to our district each year through the District Designated Fund. At the end of three years, District 5300 can use this money to pay for Foundation, club, and district projects.

Page 5: ROTARY BASICS FOUNDATION SEMINAR Annual Programs Fund

2014

Ways Clubs Can Give• Hold a Fundraiser– BBQ– Skip-A-Meal– Walk-a-Thon– Bike-a-Thon– Conduct a raffle– Poker Tourney– Golf Tourney– Other Ideas

Polio

Page 6: ROTARY BASICS FOUNDATION SEMINAR Annual Programs Fund

2014

Fundraiser – What have I let myself in for?

• Instead of worrying – Plan– Execute– Evaluate

Page 7: ROTARY BASICS FOUNDATION SEMINAR Annual Programs Fund

2014

Chairman’s Planning Guide• Primary Purpose. (What is the one

reason you want to successfully run this project?)

• Give a brief description of the proposed project with specific goals

• List and describe the specific volunteer assignments

Page 8: ROTARY BASICS FOUNDATION SEMINAR Annual Programs Fund

2014

Chairman’s Planning Guide• List the specific materials, supplies and

resources you’ll need, when you need them and who’s responsible

• Describe the potential problems and possible solutions to complete the project

• Complete a proposed budget indicating all anticipated income and expense

Page 9: ROTARY BASICS FOUNDATION SEMINAR Annual Programs Fund

2014

Chairman’s Planning Guide• List the specific steps to bring this

project to a successful completion, showing planned dates for each step

• Record any revision of the original plan• What changes or recommendations do

you have for a future chairman?

Page 10: ROTARY BASICS FOUNDATION SEMINAR Annual Programs Fund

2014

Chairman’s Planning Guide• And last but not least …

• Record specific and measurable results for each goal established - describing the impact of the project on the club, individual members, and the community

Page 11: ROTARY BASICS FOUNDATION SEMINAR Annual Programs Fund

2014

What else can we do?• Whether you’re asking for event

tickets, sponsorships, raffle items, or direct contributions …

Do it Face-to-Face!

Page 12: ROTARY BASICS FOUNDATION SEMINAR Annual Programs Fund

2014

We else can we do?• If you’re going to ask me for money …

YOU BETTER HAVE MADE A GIFT YOURSELF

Page 13: ROTARY BASICS FOUNDATION SEMINAR Annual Programs Fund

2014

What else do I need to know?• Why People Give– Sense of obligation– Status– Guilt– Recognition– Legacy– And much more

Page 14: ROTARY BASICS FOUNDATION SEMINAR Annual Programs Fund

2014

What else do I need to know?• What are my responsibilities to the

donor?– Understand and balance their needs with

those of Rotary … get to know them– Be honest– Ask when the time is right– Deliver what you promise– Say “thank you!”

Page 15: ROTARY BASICS FOUNDATION SEMINAR Annual Programs Fund

2014

How do I ask?• Make an appointment and be clear why

your coming• Say thanks for any past support• Note the prospective donor’s interest

in the cause• Reiterate the goal you and your fellow

Rotarians have

Page 16: ROTARY BASICS FOUNDATION SEMINAR Annual Programs Fund

2014

How do I ask?• And ask …– “Mary, I’d like to see if you would consider

making a gift of $_____.

Then zip your lip!

Page 17: ROTARY BASICS FOUNDATION SEMINAR Annual Programs Fund

2014

Other Thoughts …

• Go to www.rotary.org • Share good news about what the

Annual Fund has made possible• To the extent you can, introduce your

donors and prospective donors to the people being helped

• Tell stories about what we’re doing

Page 18: ROTARY BASICS FOUNDATION SEMINAR Annual Programs Fund

2014

Contact

Mike Driebe(626) 821-2315 office

(909 262-4491 [email protected]

Page 19: ROTARY BASICS FOUNDATION SEMINAR Annual Programs Fund

2014

Questions?