Annual Funds Tool Kit

In order to help each club raise as much as possible to support the Annual Fund Program, we have gathered together many resources from throughout the clubs in our District and Rotary. They are gathered here. Please use these tools to your advantage.

We also encourage you to visit the Rotary Foundation website, as there are many more tools available there: http://www.rotary.org/en/Contribute/Pages/ridefault.aspx

To download: on a PC, right click the link and chose Save Target As...
Read about ZIP files: Zip or unzip a file and How To Use Compressed (Zipped) Folders in Windows XP

District Resources
08-09-FoundationPledgeCard.pdf 08-09-ClubChairCalendar.doc NewTRFAddress.doc MoneyFlowChart.doc 2008-09-Goals.xls UsingTheMonthlyContributionReport(MCR).pdf 08-09-TRFCalendar.doc ProcessingDonationsToTRF.doc RecognizingTheRecognitionPoints.doc SpeakersBureau.doc UsingtheREVISEDClubRecognitionSummary(CRS).pdf UsingtheNEWEREYEligibilityReport.pdf
Brochures & Forms
New file added Jan '08: Recognition and Contribution Form (123EN).pdf All files: BrochuresAndForms.zip (2,622 KB) or singly: Benefactor Commitment Card (149EN).pdf Bequest Society and Major Donor Recognition Fact Sheet.pdf fBequest Society Membership Card (098EN).pdf EREY 957-EN.pdf IRA Q A.pdf Life Income Gifts (109EN).pdf Multiple Donor Form (94EN).pdf Named Fund (110EN).pdf PHF Recognition and Transfer Request (102EN).pdf Pooled Income Fund (154EN).pdf Public Securities Contribution Form.pdf Publicly Traded Securities (175EN).pdf Recognition and Contribution Form (123EN).doc Recognition and Contribution Form (123EN).pdf Recognition Replacement Form.pdf Sample Codicil Language US.pdf Stock Power Form.pdf Stock Transmittal Procedures Form US.pdf TRF-DIRECT 998EN USA 2007.pdf
Donor Recognition
All files: DonorRecognition.zip (1,398 KB) or singly: 100 Per Cent PHF Club Presentation.pdf Benefactor Appreciation Presentation.pdf Bequest Society Appreciation Presentation.pdf Major Donor Appreciation Presentation.pdf Multiple PHF Presentation.pdf PHF Presentation.pdf PHS Presentation.pdf TRF Recognition Opportunities.pdf
PowerPoint Presentations
All files: PowerPointPresentations.zip (28,472 KB) or singly: Club Recognition Summary (CRS) and Foundation Recognition Po.ppt foundation/downloads/07-08-PPtPresentations/elearning_Foundation_Forms_and_Reports.pps foundation/downloads/07-08-PPtPresentations/eLearning_Member_Access.pps Foundation Programs and APF-SHARE Presentation.ppt Permanent Fund and Planned Giving Presentation 2007.ppt Rotary in Pictures Presentation.ppt TRF Year In Review 2006-07.ppt

Rotary International District 5170

The Rotary Foundation

Annual Program Funds

Annual Funds Tool Kit

To download: on a PC, right click the link and chose Save Target As...
Read about ZIP files: Zip or unzip a file and How To Use Compressed (Zipped) Folders in Windows XP

Rotary International District 5170

The Rotary Foundation

Annual Program Funds

Annual Funds Tool Kit

To download: on a PC, right click the link and chose Save Target As... Read about ZIP files: Zip or unzip a file and How To Use Compressed (Zipped) Folders in Windows XP

To download: on a PC, right click the link and chose Save Target As...
Read about ZIP files: Zip or unzip a file and How To Use Compressed (Zipped) Folders in Windows XP