THE ROTARY FOUNDATION

REFERENCE
GUIDE
CONTENTS

PolioPlus 1 Awards 19
PolioPlus grants 1 Foundation awards
PolioPlus Partners grants 1 District Service Award 19
Resources 2 Citation for Meritorious
Service 19
Rotary Peace Fellowships 3
Distinguished Service
Resources 3
Award 19
Grants 4 Service Award for a
District grants 4 Polio-Free World 19
Global grants 4 Other awards
Areas of focus 5 Rotary Alumni
Qualification and Global Service Award 20
stewardship 5 Rotary Alumni
Grant application process 6 Association
Reporting 6 of the Year Award 20
Resources 6
General Resources 21
Rotary Alumni 7 My Rotary 21
Resources 7 Ordering publications 23
Where to direct questions 23
Foundation Funding 8
District and zone
Annual Fund-SHARE 8
resources 23
Endowment Fund 9
International offices 25
Ways to give 10
Resources 11
Foundation Recognition 12
Individual recognition 12
Club recognition 15
Foundation recognition
points 17
Resources 18

All figures are in U.S. dollars.

 THE ROTARY
FOUNDATION
The mission of The Rotary Foundation
is to enable Rotary members to advance
world understanding, goodwill, and peace
through the improvement of health, the
support of education, and the alleviation of
poverty. The Foundation is a not-for-profit
corporation supported solely by voluntary
contributions from Rotary members and
friends of the Foundation who share its
vision of a better world. This support
is essential to make possible projects,
funded with Foundation grants, that bring
sustainable improvement to communities
in need.

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POLIOPLUS

Polio eradication is Rotary’s top philanthropic priority. Rotary

launched the PolioPlus program in 1985. In 1988, when Rotary began
working with its partners in the Global Polio Eradication Initiative,
there were more than 350,000 polio cases in over 125 countries. Since
then, more than 2.5 billion children have been immunized against polio,
and the incidence of polio has decreased 99.9 percent.

As of 2018, Rotary’s contributions to the global polio eradication effort,

including matching funds from the Bill & Melinda Gates Foundation,
exceeded $1.8 billion.

POLIOPLUS GRANTS
PolioPlus grants fund global polio eradication efforts in countries
where polio is endemic and those at risk for the disease. Grants support
immunization campaigns and monitoring of poliovirus transmission.
PolioPlus grants are funded from the general PolioPlus Fund and
District Designated Fund contributions.
Grant proposals are submitted primarily by major implementing
partner agencies, such as the World Health Organization and UNICEF,
or by national PolioPlus committee chairs (listed in Rotary’s Official
Directory). Foundation Trustees consider PolioPlus grant requests at
regularly scheduled meetings.

POLIOPLUS PARTNERS GRANTS

PolioPlus Partners grants support urgent social mobilization and
surveillance projects, which are submitted by PolioPlus committee
chairs in high-priority countries. The grant applications are considered
on a rolling basis and are funded from the general PolioPlus Fund.

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 POLIOPLUS RESOURCES
End Polio Now newsletter: Updates and news about polio
eradication efforts, published every other month
End Polio Now poster: Features the End Polio Now logo and
graphics
End Polio Now pins: Lapel pins with the End Polio Now logo
End Polio Now: Countdown to History brochure: Infographics that
explain the Bill & Melinda Gates Foundation’s 2-to-1 fundraising
agreement with Rotary
Top 5 Reasons to Eradicate Polio flier: Features the top reasons to
achieve a polio-free world
Top 5 Reasons to Eradicate Polio poster: Features the top reasons
to achieve a polio-free world
For more information and resources, visit endpolio.org.

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ROTARY PEACE FELLOWSHIPS

Rotary Peace Fellowships enable individuals to pursue either a graduate

degree in peace-related fields such as international development, peace
studies, or conflict resolution, or a professional development certificate
in peace and conflict studies, at one of the six Rotary Peace Centers.
Fellowships cover transportation, tuition, qualified internships, room
and board, and other limited expenses for the duration of the program.
Fellowships are supported by a pool of funds contributed by districts
from their District Designated Fund, through term gifts, Rotary’s
Endowment Fund, and the World Fund.
Districts can submit an unlimited number of qualified applications
at no cost by 1 July for world-competitive selection. Applicants must
submit their applications to their district by 31 May, which gives the
district time to review the application, interview the applicant, and
submit the endorsement forms to The Rotary Foundation. Up to
50 master’s degree and 50 professional development certificate fellows
are selected annually. Trustee-approved applicants are notified by
15 November.

ROTARY PEACE FELLOWSHIPS RESOURCES

Peace in Action: Newsletter with updates and news about Rotary
Peace Fellowships, published every other month
Rotary Peace Centers Fellowships brochure: General information
about the program and fellowships for potential candidates
Rotary Peace Centers: Making Peace a Reality brochure: Overview
of the Rotary Peace Centers and available naming opportunities
Rotary Peace Centers pins: Lapel pins with dove and Rotary logo
Become a Peacebuilder District: Learn how districts can support
peace fellowships
For more information and resources, visit rotary.org/peace-fellowships.

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 GRANTS

The Rotary Foundation offers grants that support a wide variety of

projects, scholarships, and training undertaken by Rotary members
around the world.

DISTRICT GRANTS
District grants are block grants that enable clubs and districts to
address immediate needs in their communities and abroad. Districts
may request up to 50 percent of their District Designated Fund for
one grant annually (see Annual Fund-SHARE on page 8) to support
district- and club-sponsored activities, including vocational training
teams, scholarships, humanitarian service projects, and cultural
exchanges that align with the Foundation’s mission.

GLOBAL GRANTS
Global grants offer clubs and districts opportunities to participate in
strategically focused, high-impact activities. These grants fund large-
scale international humanitarian projects, vocational training teams,
and graduate and postgraduate scholarships that have sustainable,
measurable outcomes in one or more of Rotary’s areas of focus (see
page 5). Activities may be carried out individually or in combination;
for example, one grant may support a vocational training team and a
related humanitarian project.

Sustainability means different things to different organizations.

For The Rotary Foundation, sustainability means providing solutions to
community needs in such a way that the benefiting community can
maintain the activities after grant funding ends.

Global grant projects must have a minimum total budget of

$30,000. This includes the World Fund award (minimum $15,000,
maximum $200,000), which is based on a 100 percent match of
District Designated Fund allocations or a 50 percent match of cash
contributions from the sponsors.* All global grants must be sponsored
by two clubs or districts: a host sponsor in the country where the
activity takes place and an international sponsor outside that country.

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When planning a global grant project to support a humanitarian project
or a vocational training team, sponsors must conduct a thorough
community assessment that explores the pressing concerns in the
project location as well as the club and community resources available
to address them. The community assessment results must be included
in the global grant application. Connect with local Rotarian and Rotary
alumni experts who can offer valuable guidance early in the planning
process.
*Global grant sponsors must add 5 percent to their global grant cash
contributions to pay the expenses associated with processing those
donations.

AREAS OF FOCUS
All projects, scholars, and vocational training teams funded by global
grants work toward specific goals in one or more of the Foundation’s six
areas of focus:
Peace and conflict prevention/resolution
Disease prevention and treatment
Water and sanitation
Maternal and child health
Basic education and literacy
Economic and community development

Read about the specific goals of the areas of focus in the Areas of Focus
Policy Statements.

QUALIFICATION AND STEWARDSHIP

What districts must do
To participate in district grants and global grants, districts must
complete an online qualification process in which they agree to
follow and implement the financial and stewardship guidelines in
the district memorandum of understanding. Each district must also
conduct a grant management seminar as part of the qualification
process for clubs.

What clubs must do

Clubs must complete an annual qualification process to be eligible
for global grants. To qualify, clubs must send one or more members
to the district’s grant management seminar, sign and adhere to the

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 club memorandum of understanding, and fulfill any additional
qualification requirements set by the district. Clubs are also expected
to comply with the stewardship requirements detailed in the club
memorandum of understanding.

GRANT APPLICATION PROCESS

Once they are qualified, clubs and districts may submit grant
applications through the Grant Center. Applications for scholars who
will begin studies in August, September, or October must be submitted
by 30 June.

REPORTING
Within 12 months of receiving a district grant, districts are required to
report to all clubs in the district on the disbursement of the grant funds.
They also report to the Foundation, through the Grant Center. Global
grant sponsors must submit progress reports every 12 months for the
life of the grant. When the project is completed, they write a final report
within two months. Global grant reports are also submitted through the
Grant Center.

GRANTS RESOURCES
Giving & Grants: Quarterly newsletter with information about
fundraising and grants
A Guide to Global Grants: Resource for clubs and districts on
managing global grants
Lead Your District: Rotary Foundation Committee: Resource for
district leaders about Foundation activities, including information
about district grants
Project Enhancement Frequently Asked Questions: Resource
on leveraging local expertise and accessing resources to improve
global grant projects
Lifecycle of a Project: Resources to assist with global grant projects
every step of the way
Terms and Conditions for Rotary Foundation District Grants and
Global Grants
Areas of Focus Policy Statements

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ROTARY ALUMNI

The Rotary Foundation has a proud history of providing funding

for more than 127,000 participants in its various scholarships and
vocational exchanges. Rotary considers former participants in
Rotaract, Interact, Youth Exchange, and Rotary Youth Leadership
Awards (RYLA) to be alumni, too.
As talented, committed individuals, alumni know Rotary well and
share its vision of furthering world understanding and peace. They’re
powerful advocates for Rotary because they put a human face on Rotary
activities and demonstrate a commitment to the world community.
They serve as volunteers for local and international service projects
and are potential Rotary club members and Foundation donors. They
are also available to speak at Rotary functions. Contact your district
alumni chair to find alumni available to engage in club activities.

ALUMNI RESOURCES
Reconnect: Quarterly newsletter with news and information for
alumni
Rotary Alumni Association of the Year nomination form
Rotary Alumni Association of the Year recipients brochure:
Describes past winners of this award
Rotary Alumni Global Service Award nomination form
Rotary Alumni Global Service Award recipients brochure:
Describes past winners of this award
Alumni pin: Lapel pin to recognize alumni
Alumni Association Frequently Asked Questions: Covers basic
information about Rotary alumni associations
For more information and resources, visit rotary.org/alumni.

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 FOUNDATION FUNDING

The Rotary Foundation transforms your gifts into projects that change
lives both close to home and around the world. As the charitable arm of
Rotary, we tap into a global network of Rotarians who invest their time,
money, and expertise in Foundation priorities, such as eradicating
polio and promoting peace.

ANNUAL FUND-SHARE
Annual Fund-SHARE is the primary source of funding for a broad
range of local and international Rotary Foundation activities.
Every Rotarian, Every Year (EREY) is the fundraising initiative
designed to encourage support for the Foundation’s Annual Fund.
EREY aims to engage every Rotary club member by:
Encouraging members to contribute to the Annual Fund every year
Encouraging them to participate in a Foundation grant or program
every year
Through the SHARE system, contributions to The Rotary Foundation
are transformed into grants for projects that change lives.
At the end of every Rotary year, contributions to the Annual Fund-
SHARE from all Rotary clubs in a district are directed into two funds:
Fifty percent is credited to the World Fund.
Fifty percent is credited to the District Designated Fund.
The Foundation uses the World Fund portion to pay for the worldwide
grant and program opportunities available to all Rotary districts.
Your district uses the District Designated Fund portion to fund the
Foundation grants and programs of its choice.
The Rotary Foundation’s funding cycle makes district contributions
available for use three years after they are received. The three-year
cycle gives districts time to plan projects and activities and allows the
Foundation to invest the contributions.
Your district Rotary Foundation committee decides how to use the
District Designated Funds in consultation with the clubs in the district.
Districts may use up to 50 percent of their fund (which might also

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include spendable earnings from gifts to Endowment Fund-SHARE)
for a district block grant; the remainder may be used for global grants or
be donated to PolioPlus, Rotary Peace Centers, pooled endowed funds,
World Fund, or another district.
District Designated Funds empower your district to undertake
the projects that are most important to Rotarians in your area.
Contributions to the Annual Fund-SHARE provide District Designated
Funds for the future. Therefore, clubs and districts should set and
review fundraising goals in Rotary Club Central to track and increase
the financial resources available to you for Rotary Foundation grants
and activities.
In addition to SHARE, donors may direct their Annual Fund
contributions directly to the World Fund or to one of the Foundation’s
six areas of focus. Annual Fund contributions directed to the World
Fund or an area of focus are credited toward a club’s annual giving goal
and per capita giving, but they do not generate District Designated
Funds. These contributions are eligible for all Annual Fund recognition
opportunities, including Every Rotarian, Every Year; Rotary
Foundation Sustaining Member; Paul Harris Fellow; Paul Harris
Society; Major Donor; and Arch Klumph Society. They also count
toward all club recognition opportunities.
Annual Fund-SHARE contributions are the primary source of funding
for Foundation grants and are strongly encouraged.

ENDOWMENT FUND
The Endowment Fund ensures the long-term viability of the
Foundation’s grants and programs. Spendable earnings from this
fund also enable the Foundation to expand existing activities and
occasionally underwrite new ones like the Rotary Peace Centers.
Contributions to the Endowment Fund are invested in perpetuity.
A percentage of the total value of the fund is directed annually to
Foundation grants and programs. The following types of contributions
can be made to the Endowment Fund:
Outright gifts of cash, investments, or other property
Life income gifts (for example, charitable remainder trusts,
charitable gift annuities, pooled-income funds)
Testamentary gifts through wills or estate plans
Beneficiary of life insurance, retirement plan accounts, or other
financial accounts

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 WAYS TO GIVE
Making a contribution
Contributions to The Rotary Foundation may be made by credit card
at rotary.org/donate. You can also give by check or wire transfer, or
through your Rotary club, using The Rotary Foundation Contribution
Form available at My Rotary. Club officers who sign in with My Rotary
can make online gifts for their club or its members. See page 24 for your
regional office mailing address.
Information concerning gifts of stocks, bonds, and mutual funds is also
available on the website.
With all gifts, be sure to include your member ID to ensure proper
credit and recognition.

Recurring giving (Rotary Direct)

Support our efforts year-round by making a recurring gift. You choose
how much and how often to give. It’s a simple and secure way to make
a big impact. Online contributions can be made monthly, quarterly, or
annually.
Donors can change or cancel their recurring giving at any time through
My Rotary. After you sign in, go to Account Settings by following the
link in the upper right. Then choose the Donor Self-Service tab.

Employee matching gifts

Double the impact of your gift by asking your employer to match
your contribution to The Rotary Foundation. More than 15,000
companies match gifts to the Foundation, including many
international corporations. Find out if your employer does at
rotary.org/matchinggifts.
Contact your human resources department to learn whether your
company is eligible for the program.
You can send your company’s matching gift form directly to us at:
The Rotary Foundation of Rotary International
Attn: Corporate Matching Gifts
1560 Sherman Avenue
Evanston, IL 60201-3698
USA
Email: [email protected]
Fax: +1-847-328-5260
Learn more about Rotary’s employee matching gift program, including
recognition opportunities.

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Rotary credit card
Support Rotary’s efforts with the Rotary International credit card.
Simply by using your card, you’ll be helping The Rotary Foundation do
good in the world. A portion of each purchase you make with the card
will benefit the Foundation, at no additional cost to you. The Rotary
Foundation has received more than $8.6 million from the program
since it was launched in 2000, including $3.6 million to support polio
eradication.

FOUNDATION FUNDING RESOURCES

Giving & Grants: Quarterly newsletter with information about
fundraising and grants
Ways to Give brochure: Overview of Annual Fund, Endowment
Fund, term gifts, and Rotary Peace Centers endowed naming
opportunities
Every Rotarian, Every Year brochure: For distribution to every
club member, outlining the need for Rotarians to participate in and
contribute to Rotary Foundation grants and activities
Rotary Peace Centers: Making Peace a Reality brochure: Overview
of the Rotary Peace Centers and available naming opportunities
Your Rotary Legacy brochure: Describes benefits of giving to the
Endowment Fund and includes a form to join the Bequest Society
or to register as a Benefactor
Rotary’s Planned Giving page: Resources and information to plan a
gift to Rotary through your estate or financial plans. For details, go
to rotary.org/plannedgiving.
Rotary Club Central: An online tool to help clubs set goals and
track progress toward them throughout the Rotary year. Rotary
Club Central allows club officers to select the goals that are most
relevant to their club, focusing on six major areas: membership,
giving, service projects, young leaders, public image, and the
Rotary Citation.

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 FOUNDATION RECOGNITION

The Rotary Foundation offers numerous opportunities for individuals

who support our grants and programs to receive recognition and
appreciation.
On My Rotary, you can view your Donor History Report, which
includes your personal contribution history and recognition summary.
You can also request this report by emailing rotarysupportcenter@
rotary.org.

INDIVIDUAL RECOGNITION
Rotary leaders can use My Rotary or Rotary Club Central to view
individual and club-level giving to identify recognition progress.

Rotary Foundation Sustaining Member

A Rotary Foundation Sustaining Member
personally contributes $100 or more each
Rotary year to the Annual Fund. These
contributions count toward Paul Harris
Fellow, Multiple Paul Harris Fellow, Paul
Harris Society, Major Donor, and club
recognition banners. Use the Sustaining
Member badge stickers to recognize these donors in your club.
Use the Club Foundation Banner Report to see your club’s Rotary
Foundation Sustaining Members.

Paul Harris Fellow

Paul Harris Fellow recognition is given
to anyone who contributes (or in whose
name is contributed, using Foundation
recognition points) a gift of $1,000 or
more cumulatively to the Annual Fund,
the PolioPlus Fund, or an approved
global grant. Recognition consists of
a certificate and pin. Order optional
recognition items, including the Paul Harris Fellow medallion for $15
and a complimentary certificate cover, at shop.rotary.org. Use the Club
Recognition Summary to see your club’s Paul Harris Fellows.
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Certificate of Appreciation
Certificate of Appreciation recognition
is given to honor a business or
organization. Since Paul Harris Fellows
are only for individuals, a donor may
use their Foundation recognition points
to award a business or organization a
certificate of appreciation.

Multiple Paul Harris Fellow

Multiple Paul Harris Fellow recognition
is given at subsequent $1,000 levels.
Recognition consists of a pin set with
additional stones corresponding to the
recipient’s recognition amount.
PHF
Level Range* Pin
+1 $2,000 to $2,999 one sapphire
+2 $3,000 to $3,999 two sapphires
+3 $4,000 to $4,999 three sapphires
+4 $5,000 to $5,999 four sapphires
+5 $6,000 to $6,999 five sapphires
+6 $7,000 to $7,999 one ruby
+7 $8,000 to $8,999 two rubies
+8 $9,000 to $9,999 three rubies
*Range can consist of a combination of cash contributions and
Foundation recognition points received.

Paul Harris Society

The Paul Harris Society recognizes
individuals who notify us of their
intention to contribute $1,000 or more
each Rotary year to the Annual Fund,
the PolioPlus Fund, or an approved
global grant. Recognition consists of
a chevron-style pin and certificate
provided by your district Paul Harris
Society coordinator.
Paul Harris Society members are listed in the Paul Harris Society
Report.

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 Major Donor
The Rotary Foundation recognizes
individuals or couples whose combined
giving has reached $10,000, regardless
of the gift designation. This recognition
level can be achieved only through
personal contributions and not through
recognition points. Major Donors may
elect to receive a crystal recognition
piece and pin(s) commemorating the
gift at each new recognition level. Major
Donors are listed in the Major Donor,
Arch Klumph Society, and Bequest
Society Report.
Level Range
1 $10,000 to $24,999
2 $25,000 to $49,999
3 $50,000 to $99,999
4 $100,000 to $249,999

Arch Klumph Society

Donors who contribute $250,000 or more become
members of the Arch Klumph Society. Portraits,
biographies, and, in some cases, video clips are
housed in the digital Arch Klumph Gallery on
the 17th floor of Rotary International World
Headquarters; another digital gallery travels
to Rotary events around the world. Members
also receive lapel pins and pendants, signed
certificates, and invitations to the society’s
exclusive events, held worldwide. Special
induction ceremonies are offered to members.
Arch Klumph Society members are listed in the Major Donor,
Arch Klumph Society, and Bequest Society Report.
Trustees Circle — $250,000 to $499,999
Chair’s Circle — $500,000 to $999,999
Foundation Circle — $1 million to $2,499,999
Platinum Trustees Circle — $2.5 million to $4,999,999
Platinum Chair’s Circle — $5 million to $9,999,999
Platinum Foundation Circle — $10 million and above

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Benefactor
A Benefactor is someone who informs
The Rotary Foundation in writing that
they have made a provision in their
estate plan for the Foundation, or who
makes an outright gift of $1,000 or more
to the Endowment Fund. Benefactors
receive a certificate and insignia to
be worn with a Rotary or Paul Harris
Fellow pin. They are listed in the
Benefactor Report and identified in the Club Recognition Summary.

Bequest Society
The Rotary Foundation recognizes couples or
individuals who have made commitments in their
estate plans totaling $10,000 or more. Donors may
elect to receive an engraved crystal recognition
piece and a pin commemorating the commitment
at each new recognition level. Bequest Society
members are listed on the Major Donor, Arch
Klumph Society, and Bequest Society Report.
Level Range
1 $10,000 to $24,999
2 $25,000 to $49,999
3 $50,000 to $99,999
4 $100,000 to $249,999
5 $250,000 to $499,999
6 $500,000 to $999,999
7 $1 million to $2,499,999
8 $2.5 million to $4,999,999
9 $5 million to $9,999,999
10 $10 million and above

CLUB RECOGNITION
The Rotary Foundation offers clubs several opportunities to earn
recognition for their support of its grants and programs.
The Club Foundation Banner Report displays a club’s progress in the
current Rotary year toward becoming a 100% Foundation Giving Club
and a 100% Every Rotarian, Every Year Club, and toward qualifying for
Top Three Per Capita in Annual Fund Giving banner recognition.

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 As of 2015-16, new club members (those who joined or transferred
from another club during the current Rotary year) are not included in
participation requirements for club banners (except for the 100% Paul
Harris Fellow Banner). However, new members’ contributions will be
used for per capita calculations.
Banner recipients listed in the Club Foundation Banner Report may
fluctuate throughout the Rotary year due to changes in membership
and additional or redistributed contributions. Leaders can use the
report to determine whether your club will qualify for the annual
recognition banners listed below. Final banner certification is
processed by The Rotary Foundation following the close of the Rotary
year on 30 June. Club banners earned for the previous year are shipped
to the current district governor in October or November. Request the
District Foundation Banner Report at [email protected].

100% Foundation Giving

This banner is awarded to clubs that achieve
an average of $100 in per capita giving and 100
percent participation, with every dues-paying
member contributing at least $25 to any or all
of the following during the Rotary year: Annual
Fund, PolioPlus Fund, approved global grants, or
Endowment Fund.

100% Paul Harris Fellow Club

For a club to be eligible, every dues-paying member
must be a Paul Harris Fellow at the time the
district governor requests banner recognition.
This recognition is a one-time-only award,
but the intent is that the club will maintain its
membership at the 100% Paul Harris Fellow level.
To obtain this recognition:
1. A
 club representative contacts the district
governor after determining that all current dues-
paying club members are Paul Harris Fellows.
2. The district governor confirms that all members are Paul Harris
Fellows by using the Club Recognition Summary, and then notifies
The Rotary Foundation by email at [email protected].
The top of the Club Recognition Summary indicates whether the club
received the 100% Paul Harris Fellow Club banner, along with the date
this was achieved.

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100% Every Rotarian, Every Year Club
Rotary clubs must achieve a minimum Annual
Fund contribution of $100 per capita during the
Rotary year, and every dues-paying member must
personally contribute at least $25 to the Annual
Fund during the year.

Top Three Per Capita in Annual Fund Giving

Banners are given to the three clubs in each district
that give the most per capita to the Annual Fund.
To be eligible, clubs must achieve a minimum of $50
in per capita annual giving.

100% Paul Harris Society Club

This recognition is awarded to clubs in which
every dues-paying member has contributed a
minimum of $1,000 to the Annual Fund, the
PolioPlus Fund, or an approved global grant during
the Rotary year.

End Polio Now: Countdown to History

Campaign Certificate of Appreciation
Awarded to clubs that annually contribute $1,500
or more to Rotary’s PolioPlus Fund beginning
1 July 2013 through 30 June 2018.

FOUNDATION RECOGNITION POINTS

Foundation recognition points are awarded to donors who contribute
to The Rotary Foundation through the Annual Fund, the PolioPlus
Fund, or an approved global grant. Donors receive one Foundation
recognition point for every U.S. dollar contributed to these funds.
Contributions to the Endowment Fund are not eligible.
Donors can extend Foundation recognition points to others to help
them become, or to name them as, a Paul Harris Fellow or Multiple
Paul Harris Fellow. Foundation recognition points belong to the
original donor until the donor uses the points or until the donor’s death,
at which time they expire (unless the donor is a Major Donor, in which
case their points may be used by their surviving spouse).
Note: Foundation recognition points do not count toward Paul Harris
Society and Major Donor recognition.

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 Transfer rules
A minimum of 100 Foundation recognition points must be transferred
at a time, and an authorizing signature is required when you complete
the Paul Harris Fellow Recognition Transfer Request Form.
Note: Foundation recognition points may not be transferred from
individuals to a club or district. Donors no longer need to be a Paul
Harris Fellow to receive recognition points.

FOUNDATION RECOGNITION RESOURCES

Every Rotarian, Every Year Rotary Foundation Sustaining Member
badge stickers (956-EN)
Every Rotarian, Every Year brochure: Information about the
Annual Fund and SHARE
Paul Harris Society brochure: Promotes the Paul Harris Society
program
Major Gifts, Major Impact brochure: Information about major gifts
Your Rotary Legacy brochure: Information about giving to the
Endowment Fund
Arch Klumph Society brochure: Information about the Arch
Klumph Society
Useful recognition reports on Rotary.org and Rotary Club Central:
Major Donor, Arch Klumph Society, and Bequest Society Report
Paul Harris Fellow and Benefactor Report
Club Foundation Banner Report
District Foundation Banner Report

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 AWARDS

THE ROTARY FOUNDATION DISTRICT SERVICE AWARD

Who can nominate: District governors
Nomination period: Ongoing (ideally before district
conference)
The District Service Award recognizes Rotarians for their Foundation-
related humanitarian efforts. Honorees receive a certificate, awarded at
the district level.

THE ROTARY FOUNDATION CITATION FOR

MERITORIOUS SERVICE
Who can nominate: District Rotary Foundation chair
Nomination period: 1 November to 31 December
The Citation for Meritorious Service recognizes Rotarians who have
demonstrated active service to The Rotary Foundation for more than
one year.

THE ROTARY FOUNDATION DISTINGUISHED

SERVICE AWARD
Who can nominate: District governor
Nomination period: 1 January to 8 February
The Distinguished Service Award is the Foundation’s highest service
recognition. It honors exemplary service to the Foundation beyond the
district and over an extended period. Only recipients of the Citation for
Meritorious Service at least four years prior are eligible.

SERVICE AWARD FOR A POLIO-FREE WORLD

Who can nominate: Any Rotarian
Deadline: 1 November
This annual award recognizes the outstanding contributions of Rotary
members to the polio eradication campaign and encourages efforts in
the final push to eradicate the disease. In geographic areas coinciding
with World Health Organization regions, up to 10 service awards are
given per region, recognizing outstanding service in polio eradication.
Up to 10 international awards are given for broad service to the cause.
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 ROTARY ALUMNI GLOBAL SERVICE AWARD
Who can nominate: Any Rotarian or alumnus
Nomination period: 1 July to 15 September
This award honors outstanding Rotary alumni whose career and
activities illustrate the impact of Rotary’s programs on their service
to humanity. Nominees must have demonstrated the social benefits
of Rotary through extraordinary service activities and professional
achievement, distinction in their profession or vocation, and
sustainable service affecting the international community

ROTARY ALUMNI ASSOCIATION OF THE YEAR AWARD

Who can nominate: Any Rotarian or alumnus
Nomination period: 1 July to 15 September
This award recognizes an alumni association that has increased
awareness of the significant role alumni play in Rotary and has
demonstrated the lasting impact of Rotary programs

Nomination forms are available at rotary.org/awards.

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GENERAL RESOURCES

MY ROTARY
The member website, known as My Rotary, includes everything you
need to conduct your Rotary business. Familiar tools and applications
are now found under Club & District Administration. Sign in so you can:

Monitor club membership initiatives, service activities, and

Foundation giving goals through Rotary Club Central

Donate to The Rotary Foundation

Learn more about Rotary Foundation activities

Find volunteers, partners, and donations for your projects through
Rotary Ideas

Apply for grants in the Grant Center

View your Donor History Report, which includes your

contribution history and recognition summary
Share your project impact and inspire others on Rotary Showcase

Reports
Rotary leaders can access the following reports through My Rotary,
Rotary Club Central, or Rotary’s Support Center.

Report Content Type

Donor History Provides a comprehensive breakdown Individual
Report of your transactions (contributions,
Foundation recognition point transfers,
commitments, and recognition); use to
reconcile your contributions/recognition
issues
Club Provides eligibility dates achieved for Club,
Foundation EREY and Rotary Foundation giving for the district
Banner Report current Rotary year
Club Five-year dashboard of Annual Fund goals, Club,
Fundraising giving, and recognition totals. Use it to set district
Analysis goals.

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 Report Content Type
Club Provides members’ Paul Harris Fellow level, Club,
Recognition recognition amount, Foundation recognition district
Summary points available, Rotary Direct participation,
benefactors, last contribution date, and
designation; indicates 100% Paul Harris
Fellow Club achievement and date, along
with the clubs’ all-time Foundation giving;
use to identify noncontributing clubs
Monthly Provides contribution information by club Club,
Contribution for Annual Fund, other funds (global grants district
Report and PolioPlus), and Endowment Fund
District Shows progress toward club banner District
Foundation recognitions (Top Three Per Capita in
Banner Report Annual Giving, 100% Foundation Giving,
100% EREY Club) for a Rotary year; lists
the percentage of participation by club for
Foundation Giving and EREY recognition
Paul Harris Provides Paul Harris Society membership Club,
Society Report and a four-year history of eligibility; includes district
tab with donor contact information
District Provides an eight-year dashboard for District
Fundraising district giving to the Annual Fund and
Profile Endowment Fund, and total contributions
received; lists cumulative number of Paul
Harris Society members and those eligible,
Major Donors, major gifts, Benefactors, and
Bequest Society members; lists number of
Foundation recognition points and total
endowed funds and their market value
Major Donor, Provides lists of Bequest Society, Major Club,
Arch Klumph Donor, and Arch Klumph Society members district
Society, and with their recognition date; includes two
Bequest Society tabs with mailing address information
Report
Paul Harris Provides lists of Benefactors, Paul Harris Club,
Fellow and Fellows, multiple Paul Harris Fellows, and district
Benefactor Certificate of Appreciation recipients;
Report includes recognition dates and mailing
address information
Program Provides a list of current and past program District
Participants participants associated with a particular
and Alumni by district
District

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 Report Content Type
Grant Detail Get comprehensive details about one grant District
Report
Grant Location Show all approved global grants taking place District
Report in a selected country
Grant Measure club, district, and zone District
Participation participation in global grants and district
Report grants
Grant See global grants and district grants in all District
Productivity statuses for a selected club, district, or zone
Report
Grants by See grants by a selected club or district and District
Sponsor their current status (closed and canceled
Report grants are not included)

ORDERING PUBLICATIONS
Rotary Foundation resources can be ordered at shop.rotary.org,
by phone +1-847-866-4600 or fax +1-847-328-4101, or from your
local Rotary International office.

WHERE TO DIRECT QUESTIONS

Call +1-866-976-8279 or email [email protected] to
check on contributions and recognition points, find information about
grants, and ask questions.
Rotarians who don’t speak English should contact their local Rotary
International office.

DISTRICT AND ZONE RESOURCES

District Rotary Foundation chairs (DRFCs) promote Foundation
activities and fundraising in their district, serve as the primary contact
for district grants, and provide support to club Foundation committees.
DRFCs also assist the district governor with authorizing the use of
District Designated Funds, nominating qualified recipients for district
Rotary Foundation awards, and obtaining input from Rotarians before
establishing district Foundation goals.
Regional Rotary Foundation coordinators (RRFCs) promote Foundation
activities and fundraising in their zone or area. RRFCs train their zone
team of assistant regional Rotary Foundation coordinators and district
leaders in setting and achieving fundraising and program goals.

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 Endowment/major gifts advisers work closely with regional and
district leaders to develop personalized plans for identifying and
cultivating potential donors, and soliciting major gifts. They also
help facilitate events that engage current Foundation supporters and
develop prospective donors.
A list of current RRFCs and endowment/major gifts advisers is
available at Rotary.org.

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INTERNATIONAL OFFICES
United States Japan
The Rotary Foundation Rotary International Office
14280 Collections Center Drive Mita Kokusai Building 24F
Chicago, IL 60693 Mita 1 Chome 4-28, Minato-ku
USA Tokyo 108-0073
Japan
Canada
The Rotary Foundation (Canada) Korea
c/o 911600 Rotary International Office
P.O. Box 4090 STN A Rm. 705, 70, Gukjegeumyung-ro
Toronto, ON M5W 0E9 Yeongdeungpo-gu
Canada Seoul 07333
Korea
Brazil
Rotary International Office South Asia
Condominio Comercial Casa das Rotary International Office
Caldeiras Pullman/Novotel Commercial
Av. Francisco Matarazzo, 1752, Tower
conj. 1421 First Floor, Asset No. 2,
Agua Branca Hospitality District
Sao Paulo, SP Aerocity (Near IGI Airport)
05001-200 Brazil New Delhi 110037
India
Europe and Africa
Rotary International Office South Pacific and
Witikonerstrasse 15 Philippines
CH-8032 Zurich Rotary International Office
Switzerland Level 2
60 Phillip Street
Germany Parramatta, NSW 2150
Rotary Deutschland Australia
Gemeindienst e. V.
Kreuzstrafie 34
40210 Dusseldorf
Germany

Great Britain and Ireland

RI in Great Britain and Ireland
Kinwarton Road
Alcester
Warwickshire B49 6PB
England

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One Rotary Center
1560 Sherman Avenue
Evanston, IL 60201-3698 USA
Rotary.org 219-EN—(119)