Utilizing TRF Recognition Points to Increase APF Giving

The Rotary Foundationof Rotary International

How are Foundation Recognition Points created?

Club contributions to the Foundation’s Annual Programs Fund (APF)

Paul Harris Fellow (PHF) contributions after their original $1,000

Transfer of credit for contributions made toward a PHF by former Rotarians

Club contributions generate recognition points

Undesignated contributions to the Annual Programs Fund (APF)

Contributions to Polio Eradication

Contributions toward Matching Grant projects

Individual contributions generate recognition points All contributions to the

Annual Programs Fund after the initial $1,000 (resulting in PHF recognition)

No points are generated by your contributions until you have reached your PHF

Individual contributions (cont’d.)

Example: Sally is a PHF and Sustaining

Member who contributes $200 per year.

Her current total contributions: $1,400

Sally has generated 400 recognition points

Individual contributions (cont’d.)

Example: Paul is a Multiple PHF and

Sustaining Member who contributes $400 per year.

His current total contributions: $2,800

Paul has generated 1,800 recognition points

Credit for contributions of former members can be transferred to current members – but not deceased members

Example: George, a Rotarian, died last year He had contributed so far $750 toward

his Paul Harris Fellow As of July 1, 2009, contributions made by

deceased members can no longer be transferred to current members.

However, former club members . . .

Example: Ron is a former member of the club His total contributions toward his PHF before

he left the club were $250 With his permission, credit for his $250 can be

transferred to another member toward his/her PHF

NOTE CHANGE: If he cannot be reached, the Club President can no longer sign off on it and transfer the points.

Caution!

Do not transfer these recognition points to your Rotary club’s account

Why? Because recognition points can only be

transferred once It would accomplish nothing for the club to

have points it could not use to generate additional Foundation giving

So what can Sally & Paul do with their recognition points?

Sally would like to honor her husband Sam by making him a Paul Harris Fellow

By contributing $600 more to The Rotary Foundation, and transferring her 400 points to Sam, he could become a PHF

And Sally could also achieve Multiple Paul Harris Fellow recognition

What could Paul do with his points?

By contributing $200 more to The Rotary Foundation, he could Transfer 900 points to his wife and honor

her by making her a Paul Harris Fellow Transfer 900 points and honor his

favorite granddaughter who is graduating this year by making her a PHF, too

And achieve his next Multiple PHF level of recognition

Questions: Q: If Sally contributes $500 this year

toward Polio eradication, does that contribution generate recognition points?

A: Yes Q: If she contributes $200 toward her

club’s Matching Grant project in Kenya, does that generate recognition points?

A: Yes

More Questions:

Q: Do these contributions count toward Annual Program Fund giving totals?

A: No Q: If Sally contributes $200 toward her

club’s District Simplified Grant (DSG) literacy project in her community, does that generate recognition points?

A: No

Still More Questions: Q: If Sally eventually reaches her

PHF +5, ($6,000) and her husband Sam reaches his PHF +3 ($4,000) will they be eligible together for Major Donor recognition at the $10,000 level?

A: Not without additional cash contributions, since Major Donor recognition is based on actual funds contributed. Part of their total was from recognition

points

What can clubs do with their recognition points?

#1 Answer: Use them creatively for matching to generate additional contributions to The Rotary Foundation

#2 Answer: Honor with a Paul Harris Fellowship some worthy recipient

Creative club usage of recognition points

Play “Let’s Make A Deal” with club members

To help them reach their goals

To do some things they would really like to be able to do — NOW, at half the cost

Let’s look at some examples

Frank has given $500 so far toward his goal of becoming a Paul Harris Fellow

So the club says to Frank, “Let’s make a deal: If you can come up with half of what you need to reach your goal, we’ll match you with the other half.”

So Frank agrees to contribute $250 more to TRF, the club matches that with 250 recognition points, and Frank becomes a Paul Harris Fellow — NOW, rather than later

More examples . . . Rachel is already a Paul Harris

Fellow who has contributed $1,300

So the club says to her, “Let’s make a deal: If you can come up with $350, we’ll match you — to make you a Multiple PHF.”

So Rachel contributes the $350, the club matches her with points, and she becomes a Multiple PHF

Another example . . . Lindsay just became a Paul Harris Fellow,

and she has remarked that she would like to make her father a PHF someday

So the club says, “Let’s make a deal: If you can come up with $500, we will match you, and you can make your Dad a PHF on his birthday.”

So Lindsay contributes the $500, the club matches her with points, and they honor her father on his birthday at a Rotary meeting.

Still another example . . . Brad is a new Rotarian who is

considering becoming a Sustaining Member, contributing at least $100 per year to The Rotary Foundation

So the club says to Brad, “Let’s make a deal: If you will commit to be a Sustaining Member, we will match your first $100."

Consider the potential Your club could make such

creative proposals to every member of the club — depending on how many recognition points your club has accumulated

And before you know it, you will have boosted your club’s Foundation giving — and significantly raised your per capita giving as well!

So what changed on July 1, 2009?

No more recovering credit for deceased members’ contributions

No more recovering credit for prior members’ contributions of less than $100 — or any amount without the person’s personally signed permission

No more transfers for any person or club allowed for less than 100 FRPs

Priorities before July 1, 2010 Transfer credit for

contributions of prior members of $100 or more

Play “Let’s Make A Deal” with your club members

The Critical Forms Club Recognition Summary (CRS)

Can be generated from www.rotary.org via “Member Access” by club presidents and district governors

Instead of choosing “Club Members,” select “All”

This report is needed to provide a summary of all members’ giving totals — and to identify the recognition points available for the club and each member

An * to the left of a name designates deceased

The other critical form Recognition & Transfer Request Form

Can be accessed by anyone at http://www.rotary.org/RIdocuments/en_pdf/102en.pdf

One form will be needed for each transfer of points to each individual

Be sure the name is entered exactly as it is on the Club Recognition Summary Form (CRS) to avoid creating duplicate records for the same individual

Act now . . .

Utilizing FRPs can help raise your club’s Foundation giving totals this year

But recognize essential lead time It takes time to contact members and former

members, to get decisions and responses, and to process the paperwork

Make this a top priority to act NOW!