Paul Harris Society Frequently Asked Questions (September 2015) 1

PAUL HARRIS SOCIETY FREQUENTLY ASKED QUESTIONS

WHAT IS THE PAUL HARRIS SOCIETY?

The Paul Harris Society recognizes Rotary members and friends of The Rotary Foundation who

contribute $1,000 or more each Rotary year to the Annual Fund, PolioPlus Fund, or approved

Foundation grants.

Paul Harris Society recognition was administered by districts until it became an official Rotary

Foundation recognition program in July 2013. Its purpose is to identify, engage, and thank

members who have the ability and desire to make substantial annual gifts to help communities

around the world.

HOW CAN I JOIN THE PAUL HARRIS SOCIETY? You can join the Paul Harris Society by doing any of the following:

Complete the online sign-up form. Go to the Paul Harris Society page (www.rotary.org/paulharrissociety)

and choose Join Today.

Email or call Rotary’s Support Center (rotarysupportcenter@rotary.org, +1-866-9-ROTARY) or the Rotary

International office that serves your area.

Mail a completed Paul Harris Society sign-up form to The Rotary Foundation. You can also fax the form to

Rotary’s Support Center (+1-847-328-4101).

WHAT IS THE DIFFERENCE BETWEEN A PAUL HARRIS FELLOW AND PAUL HARRIS SOCIETY MEMBER? Anyone who cumulatively contributes $1,000 during any time period becomes a Paul Harris Fellow. A person can

also be named a fellow if someone else uses 1,000 Foundation recognition points to honor him or her as such. A

member of the Paul Harris Society contributes at least $1,000 each year to the Annual Fund, PolioPlus Fund, or

approved Foundation grants.

AM I REQUIRED TO GIVE $1,000 BEFORE JOINING THE PAUL HARRIS SOCIETY? No, an immediate $1,000 contribution is not required at the time of enrollment. You can fulfill your Paul Harris

Society commitment gradually during the Rotary year.

WHAT IS A PAUL HARRIS SOCIETY COORDINATOR?

A district Paul Harris Society coordinator is appointed by the district governor to honor new society members

and promote engagement in the society. These coordinators can use giving and recognition reports from My

Rotary to identify new and potential society members. To honor new members, they can order recognition

chevrons at no cost by emailing annualfund@rotary.org or contacting the Rotary International office that serves

the area.

HOW ARE SOCIETY MEMBERS RECOGNIZED FOR THEIR CONTRIBUTIONS?

New society members are presented a certificate and chevron at a district or club event in a way that is culturally

appropriate and comfortable for the member. Paul Harris Society coordinators visit the club or district to honor

new members themselves or make sure that another Rotary officer makes arrangements to do so.

ENGLISH (EN)

Paul Harris Society Frequently Asked Questions (September 2015) 2

DO MEMORIAL AND TRIBUTE GIFTS COUNT TOWARD PAUL HARRIS SOCIETY COMMITMENTS? Donors who direct memorial and tribute gifts to one of the approved funds receive credit toward their own Paul

Harris Society commitment. The recipients of tribute gifts do not receive Paul Harris Society credit.

WHAT DOES “PHS ELIGIBLE” ON THE DONOR HISTORY REPORT MEAN? “PHS eligible” identifies those who have given $1,000 or more during a Rotary year. However, these supporters

become society members only when they indicate their intent to repeat such a gift annually by joining the society

using one of the methods above.

District Paul Harris Society coordinators can build society membership by contacting PHS-eligible donors and

learn about their interests in supporting Rotary.

WHAT RESOURCES ARE AVAILABLE TO THOSE WHO WANT TO JOIN OR PROMOTE THE SOCIETY?

To learn more about the Paul Harris Society, consult your district’s Paul Harris Society coordinator or your

regional Rotary Foundation coordinator, or use the resources found on the Paul Harris Society page of My Rotary.

Additional resources include:

Paul Harris Society chevrons, available free of charge to coordinators and other district leaders who

write to annualfund@rotary.org

The Paul Harris Society brochure, available to order on Shop Rotary

Paul Harris Society report, which provides membership and historical information, available on My

Rotary to club and district leaders

Paul Harris Society gifts have helped provide

• Vocational training for teachers establishing an early childhood education center in South Africa

• Water filters, toilets, and hygiene training to prevent fluorosis, diarrhea, and other diseases in India

• A scholarship for a medical professional in Italy to research treatments that minimize mortality rates among premature babies

• Peace-building seminars for 200 teachers and 1,300 students in Uganda

• Treated mosquito nets and medical services that prevent malaria in Mali

Projects like these rely on ongoing gifts from compassionate donors like you. Thank you for your continued support of Rotary.

THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL

One Rotary Center 1560 Sherman Avenue Evanston, IL 60201-3698 USA www.rotary.org

099-EN—(715)

TAKE ACTION:www.rotary.org/give

PAUL HARRIS SOCIETY SUSTAINING ROTARY’S IMPACT AROUND THE WORLD

By giving from your heart each and every year, you’ll support families and change lives.

Paul Harris Society insignia are available through your district.

US$85 MONTHLY,

12 GIFTS EACH YEAR

US$250 QUARTERLY,

4 GIFTS EACH YEAR

US$1,000 ANNUALLY,

1 GIFT EACH YEAR

Join the Paul Harris Society today.

CONNECT FOR GOOD. The annual support of Paul Harris Society members allows us to fulfill the promises we make to improve our communities and communities around the world.

WHAT IS THE PAUL HARRIS SOCIETY?The Paul Harris Society, named for Rotary’s founder, is made up of dedicated supporters who annually contribute $1,000 or more to the Annual Fund, PolioPlus, or an approved Rotary Foundation grant.

DOING GOOD — MADE EASY

Rotary’s recurring giving program, Rotary Direct, is an easy way to give throughout the year. Visit www.rotary.org/give or select the recurring giving option on the attached form to enroll in for Rotary Direct today.

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USING THE PAUL HARRIS SOCIETY REPORT

All district and club leaders have access to the Paul Harris Society Report through My Rotary:

Go to rotary.org and sign in to MyRotary. Then go to The Rotary Foundation, then Foundation Reports.

If you are a club leader, under Club Reports find Contributions & Recognition, find Club Giving, and chose View Reports.

If you are a district leader, under District Reports find Contributions & Recognition, find Club Giving, and chose View Reports.

Under Club Reports, choose Paul Harris Society Report

Using the Paul Harris Society (PHS) Report (September 2015) 2

Tab 1: Paul Harris Society

1 — The number of society members in the club, district, or zone — that is, the number of donors who have expressed their intent to join the Paul Harris Society 2 — Basic information for each donor, including Rotary ID and club name 3 — A Y indicates that the person is registered as a Paul Harris Society member

4 — A Y indicates that the donor makes recurring contributions through Rotary Direct. This does not

automatically make the donor a society member, even if the recurring gifts total $1,000 per year. Donors must register for society membership.

5 — The PHS Eligible columns give the date when the donor reached $1,000 in contributions for the

indicated Rotary year. Consider using the information in these columns to: Thank any donors who have contributed at least $1,000 this Rotary year Remind society members who have not yet reached $1,000 in giving this Rotary year Identify donors who are already giving $1,000 or more yearly and consider inviting them to

join the Paul Harris Society

Contacting Members and Identifying New Members

At the bottom of the report, you will see a tab labeled PHS Member Detail. It’s similar to the Paul Harris

Society tab but includes a PHS Join Date column to allow you to identify new members.

To identify new members:

1. Export the data to an Excel file as shown here:

1

Using the Paul Harris Society (PHS) Report (September 2015) 3

2. Open the Excel spreadsheet. If asked, use the Enable Editing button to proceed.

3. With the Home tab active, click or tap Sort & Filter; choose Filter from the drop-down menu to

make sorting buttons appear at the tops of the columns, as shown below.

4. Use the drop-down button in the PHS Join Date column.

5. In the Search box:

a. Type a three-letter month abbreviation to search for members who joined during that month,

or

b. Type a year to find members who joined that year

6. Choose OK.

Paul Harris Society coordinators are encouraged to familiarize themselves with this report, check it periodically to welcome new members, and make sure each new member is presented a Paul Harris Society chevron at an appropriate occasion. This tab of the report also lists each donor’s club number and contact information. You can use the information to perform email and mail merges to send thank-you letters, email reminders, invitations to recognition events, and so on.

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is hereby named a member of the

PAUL HARRIS SOCIETYYour generous contributions to The Rotary Foundation fulfill the promises

we made to improve our communities and communities around the world.

Thank you for trusting Rotary with your continued generosity.

THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL

District