Top Things You Need to Know about Every Rotarian Every Year (EREY)
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The Rotary Foundation’s Annual Fund helps Rotarians do good in their communities and around the world. Learn more about the Foundation’s Annual Fund, why donors choose to support it, and hear tips from other Rotarians for strengthening giving in your club. Sign up today and reserve your spot to hear from Rotarian panelists and staff as they share their expertise and answer your questions!
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Top Things You Need to Know about Every Rotarian Every Year (EREY)
- 1. TOP THINGS YOU NEED TO KNOW ABOUT EVERY ROTARIAN EVERY YEAR (EREY) 3 November 2016 10:00 – 11:00 CST
- 2. Every Rotarian Every Year Webinar | 2 YOU WILL: • Receive an overview of the Annual Fund and an update on Every Rotarian Every Year (EREY) • Hear why two Rotarians support the Annual Fund • Learn tips for increasing giving in your district
- 3. Every Rotarian Every Year Webinar | 3 THE ANNUAL FUND
- 4. Every Rotarian Every Year Webinar | 4 EVERY ROTARIAN EVERY YEAR
- 5. Every Rotarian Every Year Webinar | 5 HOW WE FUND PROGRAMS The Annual Fund-SHARE System 50% World Fund 50% District Designated Fund (DDF)
- 6. Every Rotarian Every Year Webinar | 6 CLUB RECOGNITION
- 7. Every Rotarian Every Year Webinar | 7 WHY DO I SUPPORT THE ANNUAL FUND? • Blessed • Thankful • Impact • Focus • Commitment
- 8. Every Rotarian Every Year Webinar | 8 ENCOURAGING OTHERS TO SUPPORT THE ANNUAL FUND • Goals • Team • Communications • Appreciation
- 9. Every Rotarian Every Year Webinar | 9 MAKE ROTARY YOUR CHARITY OF CHOICE! Needs identified and implemented by Rotarians • Global network of compassionate volunteers • Rotarian driven • Local and international activities • Diligent oversight of funds
- 10. Every Rotarian Every Year Webinar | 10 US$100 HELPS PROVIDE School supplies Malaria tests Water-hygiene training
- 11. Every Rotarian Every Year Webinar | 11 HOW CAN YOU GET INVOLVED? • Become a donor yourself • Volunteer for a local project • Educate your club about The Rotary Foundation • Share your Rotary story
- 12. Every Rotarian Every Year Webinar | 12 STRENGTHENING GIVING IN YOUR CLUB
- 13. Every Rotarian Every Year Webinar | 13 SUCCESSFUL STRATEGIES • Use of Foundation money boxes-$2 per week • Sign up for Rotary Direct or use a monthly Debit from bank account • Give through your club or directly to The Rotary Foundation
- 14. Every Rotarian Every Year Webinar | 14 HOW YOU CAN GET OTHERS INVOLVED • Be enthusiastic! • Lead by example • Emphasize tax deductibility • Keep the message relevant • ASK and Thank! • Emphasize use of funds for local club projects
- 15. Every Rotarian Every Year Webinar | 15 TOP FOUR STAFF TIPS 1. Share your Rotary story 2. Inspire others to give 3. Appoint a club Foundation chair 4. Know your own donor history
- 16. Every Rotarian Every Year Webinar | 16 Questions?
- 17. Every Rotarian Every Year Webinar | 17 RESOURCES • Your Donor History Report • Annual Fund page on Rotary.org • Every Rotarian Every Year Brochure • The Rotary Foundation Reference guide • Foundation Facts card
- 18. Every Rotarian Every Year Webinar | 18 ACTION ITEMS • Share what you learned • Promote giving to the Annual Fund this month • Support the Annual Fund • Run your donor history report
- 19. Every Rotarian Every Year Webinar | 19 THANK YOU! www.rotary.org/give
- 20. Every Rotarian Every Year Webinar | 20 APPENDIX 1: UNDERSTSANDING THE CLUB RECOGNITION SUMMARY
- 21. Every Rotarian Every Year Webinar | 21 APPENDIX 2: UNDERSTANING YOUR DONOR HISTORY REPORT
Notes de l'éditeur
- All images in this presentation are copyright © Rotary International. ALL RIGHTS RESERVED.
- During today’s webinar, you will hear an update from staff on Every Rotarian Every Year (EREY), hear from two Rotarians about why they support the Annual Fund, and learn tips for increasing giving in your club.
- Before we really get into what Every Rotarian Every year is, I want to talk briefly about the Annual Fund. Contributions to the Annual Fund are used to fund local and international humanitarian projects. Through the Annual fund, Rotarians have changed and saved lives! We help women like Dona Remigia, a weaver who was supported by a microcredit loan from the Foundation. So, what does your gift to the Annual Fund do? Rotarian driven projects, created at the local level by a member base of 1.2 million, are developed to meet the true needs of the community. By supporting the annual fund, you are directly supporting Rotary's’ good works. And, be assured that your contribution is also properly stewarded. Rotary funding is monitored on many different levels. Funds are overseen by Rotarians, clubs, districts and Rotary staff.
- The impact of The Rotary Foundation is dependent upon you. Your support of Annual Fund-SHARE translates into the district and global grants used by your club to help fund those projects that change lives! So, just what is Every Rotarian Every Year or EREY? EREY was started as a campaign to increase continued support to The Rotary Foundation’s Annual Fund. It has a simple concept - if every Rotarian contributes something to the Annual Fund every year, there would be nothing the Foundation couldn’t accomplish. This is a picture of Rosette and her siblings preparing dinner at their home in Uganda. Rosette is the oldest of four siblings; the family was living alone until the Rotary Club of Kalisizo stepped in to support them. The project, a joint effort with the Rotary Club of Rome, paid for a caregiver to stay with the children and helped purchase school supplies, cover medical expenses, and fund many other necessities. This is why it is so important to support the Annual Fund on a consistent basis. If every Rotarian contributes something to the Annual Fund every year, more people around the world could b helped through life-changing projects. Having a healthy and strong Annual Fund is important because it’s what allows Rotarians around the world to keep doing good through local and international projects. Last year, Rotarians and friends of Rotary contributed over $123 million dollars to the Annual Fund. We thank everyone for their great support and are happy to report that as of 30 September, Rotarians worldwide have contributed $21 million dollars to the Annual Fund so far this year! As club and district leaders, you can help us ensure that contributing to the Annual Fund is at the front of Every Rotarian’s mind.
- When I ask people why they support The Rotary Foundation and the Annual Fund, many say they give because your Foundation is the only organization they know of where you get back as much as you give. The vast majority of Annual Fund contributions are to Annual Fund –SHARE and that is because it offers a unique funding cycle that provides money directly to your district to fund your projects. Your contributions are invested for 3 years. During that time the investment earnings have been historically used to pay for the administrative and operational expenses of the Foundation. At the end of the 3 years that money is available to fund your projects. 50% of the contributions come back to your district through District Designated Funds (DDF). This is money your district can use to help fund your local and international projects. The other 50% goes to the World Fund and is used to fund other Foundation programs or at the Trustees discretion. The World Fund is the source of the Rotary International match for your Global Grants. Therefore, the funds you have access to this year are a result of your contributions three years ago.
- Many of you may already be familiar with Rotary’s individual recognition levels. But recognition is not just limited to individuals. Working towards achieving 100% Paul Harris Fellow or 100% Foundation Giving club banners can be a powerful incentive to help your club achieve it’s giving goals. At the April 2015 Trustee meeting, a decision was made to simplify the banner process. If you are not sure where you club currently is in terms of achieving a banner for the 2015-16 year, the Every Rotarian Every Year Eligibility report available on Rotary.org is a great way to track your club’s progress towards earning a banner. We’ll send out instructions for navigating to this report after the webinar. New Banner details 100% Foundation Giving This banner is awarded to clubs that achieve an average of US $100 and 100 percent participation with every active (dues paying) member contributing some amount to any/all designations including the Annual Fund, PolioPlus Fund, approved global grant, and the Endowment Fund during the Rotary year. This annual banner recognition is awarded at the conclusion of the Rotary year. 100% EREY Sustaining Club Rotary clubs must achieve a US$100 per capita and every active (dues paying) member of the club must personally contribute $100 or more to the Annual Fund during the Rotary year. This annual banner recognition is awarded at the conclusion of the Rotary year.
- Replace the bullets on this slide and notes with your personal reasons for supporting the Annual Fund. See below for an example from the webinar. Sample story from the webinar panelist on why she supports the Annual Fund Blessed - Having travelled to many locations where our District has sponsored international projects, I have had a chance to see first-hand how blessed I am. Meeting those we are serving, hearing their expressions of thanks (sometimes in community celebrations), seeing the difference we are making in the lives of others encourages me to support OUR Foundation. Thankful - I am also thankful for what I have learned from Rotary – the leadership training and the investment our organization has made in my personal development. Supporting OUR Foundation is my way of saying thanks. Impact - I appreciate the impact we’re making in the world . . . we’re noticed for the impact we’re making to eradicate polio. When I see the impact we’re making in the world, I know that this is the kind of impact that result from the combined gifts of many to OUR Foundation. Focus - The six areas of focus of The Rotary Foundation are helping us direct our giving. In our District, we have had an ongoing focus on Safe Water & Sanitation projects for many years. The public ablution blocks I’ve seen in the Mathare Valley of Kenya – how they’ve provided safe water, sanitation, employment, and a safe haven for young girls and women – make me know that focus has helped our District’s Rotarians and non-Rotarian collaborators combine their resources to support OUR Foundation in a life-impacting way for the recipients. Commitment - I see the commitment of my friends, fellow Rotarians, and members of the community (some who are not Rotarians) who see what OUR Foundation accomplishes and they too want to be contribute. I want to support their commitment with MY commitment to OUR Rotary Foundation as a Major Donor, member of the Paul Harris Society, participant in Rotary projects and travel related to grants, and community advocate for support of OUR Rotary Foundation.
- Personalize this slide by including your own tips for encouraging others to support the Annual Fund. Sample Tips from the webinar panelist on encouraging others to support the Annual Fund Set goals - In our District, GOALS are very important. We set an annual goal of xxx dollars / Rotarian per year. We also have a goal that each club contributes xx dollars / year. We regularly track our progress towards achieving these goals. Develop a strong team - While it is important to have an individual ask with which you are comfortable, a team is key to successfully implementing goals. Communicate - Our communications keep our Rotarians and non-Rotarian contributors informed with regular communications, thank you notes, special recognition events, and appreciation. Appreciate - During the past several year, our District’s giving has gradually increased to an all-time high for annual giving. We thank our donors regularly to show our appreciation for their contributions.
- The Rotary Foundation is YOUR Foundation – make it your charity of choice! Rotarian driven projects— projects are created at the local level by Rotarians who live and see the needs of the community every day. Most other organizations are not able to see the true community need, but with 1.2 million Rotarians projects are developed that meet the true needs of the community because Rotarians on the ground see these needs daily! Diligent Oversight of Funds: Rotary funding is monitored on many different levels. Funds are overseen by Rotarians, clubs, districts and Rotary staff. Larger projects are even reviewed and audited by Rotarian professionals that work within the area of focus and can give expert guidance and evaluations. Rotarian auditors sometimes perform audits to ensure spending is being used correctly. All of these measures ensure that the funds YOU give to The Rotary Foundation Do Good In The World. Local and International Projects- Rotary helps people in need throughout the world. The SHARE system and grant model allow for projects to take place in your backyard or across the globe. The international component and ability to help those in need around the world is unique and Rotarians have made their Foundation extraordinary in its capacity to focus on needs in developed and developing countries! Rotarians = Service above Self People join Rotary and for a number of reasons. However, a common thread amongst all Rotarians is the idea and concept of putting the needs of those less fortunate first (service above self). Rotarians do this through commitment of time, expertise, coordination, and financial contributions that result in humanitarian projects, vocational training and educational scholarships. Rotarians are The Rotary Foundation. Contributing to The Rotary Foundation each and every year is demonstrating your commitment to “Service above Self” and a commitment to helping those in need. Let’s take a look at what your contributions can do…
- We hope every Rotarians is willing and able to support the Annual Fund with any level of contribution that is good for them every year. But knowing what your impact is can be hard. Here are some examples of what just $100 per year can help provide: Three backpacks filled with school supplies for primary school children in Honduras Fifty malaria diagnostic tests to prevent, diagnose and treat malaria in Mali One biosand filter and water hygiene training for a family in Peru
- The first way you can get involved is by contributing to the Annual Fund yourself. I see that many of you on this call are already contributing and we thank you for your contributions. Another great way to engage with your Foundation is to volunteer for a local project. In this image, a project recipient selects a head of fresh cabbage at a food bank in Seattle, Washington, USA, that is supported by Rotary First Harvest, a project of District 5030. Your club is probably already doing many projects just like this in their community and you can get involved today! Now, think about your club. What does your club know about the Annual Fund? Do they have a lot of knowledge or do they need more information? Help educate club members by sharing resources such as this webinar with other club members or asking them to participate in a service project funded by a Rotary Grant to see the Foundation in action. How can you interest others in supporting the Annual Fund? Then how can you interest them in giving? Knowledge is power! Give examples of what their gift can do and share why you support the Foundations mission of doing good in the world. These are very impactful way of introducing the Annual Fund and what it can accomplish.
- I think we can all agree that supporting the Annual Fund is extremely important. But sometimes it’s difficult to know how begin strengthening giving in your club.
- PANELIST- ERIC MY FIRST TIP TO GET PEOPLE INVOLVED IS BE ENTHUSIASTIC! WE HAVE SUCH A FANTASTIC PRODUCT TO'SELL', IT'S IMPOSS'BLE TO BE ANYTHING BUT ENTHUSIASTIC ABOUT OUR FOUNDATION. NO OTHER FOUNDATION GIVES YOU MONEY BACKAFTER THREE YEARS TO USE AS YOU WISH ON LOCAL OR INTERNATIONAL PROJECTS. BE PREPARED TO LEAD BY EXAMPLE. I NEVER EXPECT ANYONE TO DO MORE THAN I'M WILLING TO DO MYSELF. I PERSONALLY DONATE TO OUR FOUNDATION WHICH MAKES IT EASIER FOR ME TO ASK OTHERS TO DO THE SAME. HERE IN AUSTRALIA, DONATIONS TO THE FOUNDATION THROUGH THE AUSTRALIAN ROTARY FOUN DATION TRUST ATTRACT TAX DEDUCTI BI LITY STATUS. THE MESSAGE NEEDS TO BE RELEVANT AND UP_TO-DATE, IT'S NO USE IMPARTINGA MESSAGE CONTAINING OUT-OF-DATE INFORMATION OR FACTS MANY ROTARIANS SEEM TO HAVE A DIFFICULTY W]TH ASKING. WEALL KNOW VERY FEW ROTARIANS EVER ASK PEOPLE TO JOIN OUR CLUBS. IN THE SAME WAY, VERY FEW ROTARIANS ASK OTHERS TO DONATE TO THE FOUNDATION. I BELIEVE IT'S THE EASIEST WAY _ JUST ASKI FOR EXAMPLE, THIS TIME LAST YEAR AT THE DISTRICT FOUNDATION SEMINAR, I ASKED FOR SUPPORT TO CONDUCT A ROTARY MILLION DOLLAR DINNER IN BRISBANE. I RECEIVED TOTAL SUPPORT AND THE RESULT WAS AN OUTSTANDING SUCCESS WITH THE FIRST EVER MILLION DOLLAR DINNER IN AUSTRALIA RAISING US$1,63 MILLION IN BEQUESTS AND DONATIONS FROM TWO DISTRICTS * 9600 AND 9630. WE HAD THE PLEASURE OF HEARING FROM THE WONDERFUL PRIVP ANNE MATTHEWSAS KEYNOTE SPEAKER. WE NOW HAVE A MILLION DOLLAR DINNER PLANNED FOR 2016 IN ALMOST EVERY DISTRICT IN AUSTRALIA AND NEWZEALAND. OF COURSE, YOU DON'T JUST ASK! YOU MUST ALSO THANK THOSE WHO TOOK PART. THANK YOU IS SUCH AN EASY THING TO SAY AND MEAN. FINALLY, THE USE OF FUNDS FOR LOCAL CLUB PROJECTS SHOULD BE EMPHASISED. FOR EXAMPLE, WE CURRENTLY HAVE A GLOBAL GRANT OF AROUND US$32O,OOO FOR VACCINATION OF 28,OOO GIRLS IN PAPUA NEW GUI NEA AGAI NST CERVICAL CANCER. THE MAJORITY OF PROJECTS CONDUCTED THROUGH DISTRICT GRANTS ARE LOCAL CLUB PROJECTS. 20
- Share your Rotary Story. Know why you are part of Rotary and share that with others. Here are some tips for developing a succesful Rotary Story: Set the stage. Where and when did your story take place? Who is it about? Establish a clear protagonist at the heart of the story. Introduce the “tension point.” Describe the moment when something unexpected or difficult occurred. Explain what happened next and what changed. Show how the change affected the main characters. End the story. Check that it illustrates the message you want to convey. Don’t make a grand statement but connect your story to the bigger picture 2. We all reasons for why we support a particular cause or charity. Inspire other’s to give by sharing why you support The Rotary Foundation with others. 3. Make sure to appoint a club TRF chair that is knowledgeable and passionate about the Foundation. They can help with educating members and organizing fundraising events. Additionally they can help when money is coming in. A lot of times clubs like to collect Rotarians money and send it in all together. The club foundation chair can assist to make sure that all of the money is sent in correctly and in a timely manner. 4. Know your donor history. Just as you look at your bank statement, keep track of your history to see if there have been any mistakes and keep yourself up to date with your own giving history.
- Resources: Your Donor History Report (log-in to My Rotary and click on your profile) Annual Fund page on Rotary.org (https://www.rotary.org/myrotary/en/annual-fund-and-share) Every Rotarian Every Year Brochure (scroll down to the bottom of the Annual Fund page to find the EREY brochures) The Rotary Foundation Reference Guide (https://www.rotary.org/myrotary/en/document/rotary-foundation-reference-guide) Rotary Foundation Facts card (https://www.rotary.org/myrotary/en/document/rotary-foundation-facts)
- Action items: Share what you learned Promote giving to the Annual Fund this month Support the Annual Fund Run your donor history report
- As a Rotarian, I hope you feel proud about what you are helping accomplish. I hope you now understand why every gift, from every Rotarian, does a world of good. Please join ME and Every Rotarian in supporting OUR Rotary Foundation, Every Year. Thank you.
- The Club Recognition Summary is a great tool for your Club Foundation chair to use but there are a few important things to keep in mind. These are NOT dollar amounts In this column (click slide) you see the Recognition amount. This is what determines the donors recognition level. I.e. whether they are PHF, PHF +1 etc. In the column to the right (click slide) it shows how many points the donor has that they can transfer to other people. ** tip: Think of making people in your community who aren’t Rotarians Paul Harris Fellows for good works done. Then they are not only honored but it introduces Rotary to new people There are some other helpful things you can see on this report (click slide) if you look on the far right it will tell you who is signed up for Rotary Direct. On top (click Slide) you have a quick reference to PHF’s, benefactors, Bequest Society members, Major donors, Rotarian donors, non-Rotarian Donors and all time giving. Wonderful information you can use as a gage to see how engaged your members are and in what area.
- Your donor history report, as I mentioned earlier is a great way to keep track of you giving. (click slide) Here you can see your recognition level and how many points you have to give away. Then in this area (click slide) you can see where your gifts have been designated. On the bottom you can click on another tab and see the transaction detail.