Walking In The Footsteps Of The Founder The

Walking In The Footsteps Of The Founder: The Paul Harris Society 2020 Campaign Presenters: Woody Northup RRFC Zone 30 Mike Nowobilski RRFC Zone 31 Date: December 9, 2019 1

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Walking In The Footsteps Of The Founder: The Paul Harris Society 2020 Campaign Presenters: Woody Northup RRFC Zone 30 Mike Nowobilski RRFC Zone 31 Date: December 9, 2019 3

Why Is This Important? • Why is it important for you and your district to raise money for the Foundation? • Is it all about the money? 4

It’s all about the projects… Rotary Foundation Project Funding: 1, 306 Global Grants were funded in Six Areas Of Focus (Fiscal 2018). Water, Sanitation & Hygiene = 283 Basic Education & Literacy = 174 Disease Prevention & Treatment = 483 Economic & Community Development = 182 Saving Mothers & Children = 102 Promoting Peace = 82 5

It’s all about the projects… Fiscal 2018 Grant Funding = $86. 7 Million Water, Sanitation & Hygiene = $18. 8 M Basic Education & Literacy = $11. 0 M Disease Prevention & Treatment = $35. 7 M Economic & Community Development = $10. 5 M Saving Mothers & Children = $7. 2 M Promoting Peace = $3. 5 M 6

It’s all about the projects… Zone 30 Global Grant Activity 190 different grants either ongoing or in application form ranging from water projects to health projects to education projects. Is your district participating? Go to My Rotary/My Grants to find out. Then tell the stories to the Rotarians in your district. 7

Zones 30 & 31’s Annual Fund Raising Goal … “We” are collectively asked to raise ? ? ? A. B. C. D. $2, 000 $4, 000 $6, 000 $8, 000 8

Zones 30 & 31’s Annual Fund Raising Goal … “We” are collectively asked to raise nearly $8, 000 to support this good work-it’s a big job! 9

Fund Raising Trends… Trends we’ve seen over the years… • Over 35% Of Annual Fund & Polio Plus Funds Are Received During Last 90 Days! (last 60 !) • Annual Contributions Fluctuate, Sometimes Significantly. 10

Fund Raising Trends… Quarterly Contributions Combined Zones 30 & 31 TRF Contributions $12, 000 $10, 000 $8, 000 $6, 000 $4, 000 $2, 000 $0 1 st Quarter Annual Fund 2 nd Quarter Third Quarter Polio Plus Endowment Fund Full Year Other Funds 11

Fund Raising Trends… Quarterly Contributions Zone 30 Annual Fund Polio Plus Endowment Fund Other Funds Total 1 st Quarter $451, 203 86, 467 26, 399 43, 414 $607, 483 2 nd Quarter $1, 591, 944 425, 162 203, 130 175, 515 $2, 395, 751 Third Quarter $2, 284, 136 573, 475 358, 824 238, 643 $3, 455, 078 Full Year $3, 568, 824 932, 604 473, 127 419, 846 $5, 394, 401 1 st Quarter $460, 968 107, 792 131, 264 20, 320 $720, 344 2 nd Quarter $1, 379, 387 472, 413 754, 694 51, 120 $2, 657, 614 Third Quarter $2, 049 603, 813 849, 044 67, 425 $3, 569, 331 Full Year $3, 314, 530 842, 444 1, 193, 161 111, 045 $5, 461, 180 Zone 31 Annual Fund Polio Plus Endowment Fund Other Funds Total 12

The “Campaign” What we would like to do… Conduct a campaign across both zones to increase membership in the Paul Harris Society 13

The Paul Harris Society A Great Strategy What Is The Paul Harris Society? • Individuals who are willing to commit to donating a minimum of $1, 000 annually to The Rotary Foundation. • Paul Harris Society members across Zones 30 & 31 total approximately 2, 000. • PHS members represent approximately 3 percent (3%) of our zones’ total membership of 70, 000. • Already exists within each of our districts. 14

PHS Eligible Donors Make A Significant Impact Annual Fund Contributions Their Impact: • Three percent (3%) of Zones 30 & 31’s 70, 000 members contribute +/- 26 percent (26%) of the total contributions to the Annual Fund. 2018 -19 2017 -18 Zones' Total Contributions Versus PHS Eligible 2016 -17 PHS Eligible $2, 146, 000 $2, 103, 000 $2, 090, 000 Total Contributions $7, 924, 362 $8, 252, 786 $9, 514, 812 PHS Eligible as % Total 27. 1% 25. 5% 22. 0% $10, 000 $9, 000 $8, 000 $7, 000 $6, 000 $5, 000 $4, 000 $3, 000 $2, 000 $1, 000 $0 2018 -19 PHS Eligible 2017 -18 2016 -17 Total Contributions 15

PHS Eligible Impact Within Zone 31 • 1, 021 PHS Eligible donors (3%) contribute 27% of the total contributions to the Annual Fund. Districts' Paul Harris Society Eligible Contributors 40 60 60 60 80 61 10 61 50 61 70 61 90 62 00 64 60 64 90 65 10 68 00 68 20 68 40 30 60 70 58 57 57 50 160 140 120 100 80 60 40 2018 -19 Annual Fund Contributions Districts' Paul Harris Society Eligible Contributors Versus Contributions (2018 -19) 45. 0% 40. 0% 35. 0% 30. 0% 25. 0% 20. 0% 15. 0% 10. 0% 5. 0% 0. 0% 5750 5770 5830 6040 6060 6080 6110 6150 6170 6190 6200 6460 6490 6510 6800 6820 6840 Average Their Impact Is Significant % Membership % Total Contributions 2017 -18 16

Their Impact Within Zone 31 Their Impact Is Significant Impact On Per Capita Contributions • Observe contributions from this small group raises a district’s per capita contribution by $20 to $40 per capita. Districts' Per Capita Contributions $160. 00 $140. 00 Districts' Paul Harris Society Eligible Contributors $120. 00 $100. 00 $80. 00 $60. 00 $40. 00 2018 -19 2017 -18 6840 6820 6800 6510 6490 6460 6200 6190 6170 6150 6110 6080 6060 6040 5830 5770 $0. 00 5750 5770 5830 6040 6060 6080 6110 6150 6170 6190 6200 6460 6490 6510 6800 6820 6840 Average $20. 00 5750 $160, 000 $140, 000 $120, 000 $100, 000 $80, 000 $60, 000 $40, 000 $20, 000 $0 Per Capita P. C. Excluding PHS Eligible 17

PHS Eligible Impact Within Zone 30 2018 -19 2017 -18 % Membership Average 6650 6630 6600 6880 6860 6800 6780 65 40 65 60 65 80 66 70 66 90 67 10 67 40 67 60 67 80 68 00 68 60 68 80 66 00 66 30 66 50 0 6760 50 6740 100 6710 150 6690 200 6670 Districts' Paul Harris Society Eligible Contributors 45. 0% 40. 0% 35. 0% 30. 0% 25. 0% 20. 0% 15. 0% 10. 0% 5. 0% 0. 0% 6580 Districts' Paul Harris Society Eligible Contributors Versus Contributions (2018 -19) 6560 • 1, 125 donors (3. 0%) members contribute 27% of the total contributions to the Annual Fund Contributions 6540 Their Impact Is Significant % Total Contributions 18

Their Impact Within Zone 30 Impact On Per Capita Contributions Their Impact Is Significant • Observe contributions from this small group raises a district’s per capita contribution by $20 to $40 per capita. Districts' Paul Harris Society Eligible Contributors $200, 000 Districts' Per Capita Contributions $250. 00 $200. 00 $150. 00 $100. 00 $150, 000 2018 -19 2017 -18 Per Capita Average 6650 6630 6600 6880 6860 6800 6780 6760 6740 6710 6690 6670 6580 65 4 65 0 6 65 0 8 66 0 7 66 0 9 67 0 1 67 0 4 67 0 6 67 0 8 68 0 0 68 0 6 68 0 8 66 0 0 66 0 3 66 0 50 $0 6560 $0. 00 $50, 000 6540 $50. 00 $100, 000 P. C. Excluding PHS Eligible 19

Paul Harris Society Campaign Low Hanging Fruit …. • PHS Eligible Members who are NOT PHS Members represent your district’s low hanging fruit. • Focus 1: Convert as many of the donors who “occasionally” donate at this level to committed PHS Members who do so every year. • Focus 2: Convert as many of the “nonperforming” PHS Members to committed PHS Members who do so every year. 20

Converting PHS Eligible TO PHS Zone 31’s Distribution of PHS Eligible Donors Z 31 Goal: Convert 442 Non. Members To PHS 5750 5770 5830 6040 6060 6080 6110 6150 6170 6190 6200 6460 6490 6510 6800 6820 6840 Total Percent PHS Members Non PHS 2018 -19 19 41 10 35 16 18 23 66 39 26 35 41 34 90 54 27 15 9 18 5 31 23 23 8 48 48 23 59 14 26 7 25 9 32 43 579 442 56. 7% 43. 3% Districts' Paul Harris Society Eligible Contributors 100 90 80 70 60 50 40 30 20 10 0 57505770583060406060608061106150617061906200646064906510680068206840 PHS 2018 -19 Non PHS 2018 -19 21

Ready To Launch … Assess Our Starting Position… 1. Does your district have a Paul Harris Society Coordinator? ü Yes ü No 22

Ready To Launch … Assess Our Starting Position… 2. Other than the PHS chevron, does your district present a certificate or plaque? ü Yes ü No 23

Ready To Launch … Assess Our Starting Position… 3. Do you recognize new PHS members at the club level? ü Yes ü No 24

Ready To Launch … Assess Our Starting Position… 4. Does your district recognize new PHS members at district events? a. District Conference b. District Assembly c. Foundation Dinner d. Other e. N/A 25

The Launch … Ready, Set … GO! The Campaign will launch on February 1 st, 2020 and end on April 30, 2020 26

Checkpoints … If we are to walk in the footsteps of Paul Harris, what are the major checkpoints on the Road to Success? 27

Team Effort … Buy in on the part of District Leadership-the Governor line, the DRFC and his/her team, and the District Paul Harris Society Coordinators 28

Identify Prospects … Data provided by the Zone team about good prospective candidates for the Paul Harris Society 29

Identify Prospects … Communication from the Zone and District teams down to the club level about likely PHS candidates 30

PHS Members … People give to other people. Ask current Paul Harris Society members in each club to solicit new PHS members from the list provided. The list will include anyone who has donated $500 or more in the last two years 31

PHS Members … District Governors and their leadership should set tangible goals for the district on the number of new Paul Harris Society members 32

Cummuication … Communication during the drive about how each club is doing, especially publicizing successes, but also sharing frankly about how each club is doing 33

Incentives … District leadership teams should use their imaginations to provide incentives to those clubs who do well 34

Celebrate … Celebrate success after the campaign is over 35

Questions Paul Harris Society Coordinators Zone 30 Zone 31 Fred Heitman, D 6780 jfredd@aol. com 865 -548 -3474 Ted Huffhines, D 5830 tedhuffhines@gmail. com 903 -930 -0524 36