December 8, 2011
from Charles Allen, District Rotary Foundation Chair

INDIVIDUAL CONTRIBUTION PROCEDURE

NOTE:
USE THIS PROCEDURE TO SUBMIT YOUR INDIVIDUAL CONTRIBUTION TO THE ROTARY FOUNDATION.

IF YOUR CLUB COLLECTS INDIVIDUAL CONTRIBUTIONS AND SUBMITS THEM IN A SINGLE TRANSMISSION TO THE ROTARY FOUNDATION CLICK HERE

I’ve just received the following two notices from Joan Bertsche, TRF Annual Giving Officer:

1. New Contribution and Recognition Forms Available
   As part of the Foundation's ongoing efforts to provide more accurate processing and faster acknowledgement to our donors, the Global Contribution Form (123) and Recognition Transfer Form (102) have been revised.  The new version is now available at www.rotary.org.  These forms are now available as one double-sided document and the TRF Contribution Form (123)* includes a recurring gift option for donors who wish to give monthly or quarterly (via Rotary Direct).  The new contribution form includes the option to make one-time or recurring contributions, and also prominently features a Quick Response (QR) Code at the top of the page.  The QR Code allows users with mobile devices to scan and land directly onto rotary's online giving page, which can also support one-time or recurring gifts.
   We are being asked to discontinue the use of any of the prior versions of these forms.  We are also asked that we share the link provided above rather than the Forms as attachments to account for future revisions.
   [* Note: TRF Contribution Form (123) links directly to the form on the Rotary International website. The form is not on www.Rotary7690.org.]
   (someone tell me how to sign this form - philmorris)
   
   
2. Rotary Foundation Calendar Year-End Deadlines
   It is that time of year again! In the closing weeks of the year, many of our charitably minded Rotarians have already decided they will be making year-end gifts to the Rotary Foundation. Moreover, they have a great appreciation for the advantages of careful year-end planning. Here some helpful tips for ensuring all contributions are credited by the end of the IRS Tax Year.
   
   The deadlines for contributions to be credited to The Rotary Foundation for the calendar year ending 31 December 2011 are as follows:
   
   
   1. Checks:
      Must be postmarked 31 December 2011 or prior and received at the lockbox (address below) by Friday, 6 January 2012
      Lockbox Address
      The Rotary Foundation
      14280 Collections Center Drive
      Chicago, IL 60693.
      
      
   2. Electronic funds transfers:
      Electronic fund transfers must be initiated prior to 31 December 2011 and received by Tuesday, 3 January 2012.  For wire transfer account details, please contact plannedgiving@rotary.org
      
      
   3. Credit Cards:
      Via rotary.org – must be authorized prior to midnight 31 December 2011. Please note gifts received via rotary.org will only benefit the holder of the login. In addition, the Foundation will be unable to accept reclassification and redistribution requests for these gifts.
      Via fax, phone or mail to World Headquarters – Fax (847-328-4101), Phone (866-976-8279), email contact.center@rotary.org must be authorized prior to the close of business on 31 December 2011.
      To ensure timely recording of credit card contributions should not be sent to the lockbox; rather they should be faxed to 847-328-4101 or made online.
      
      
   4. Securities:
      Securities must be received prior to 31 December 2011. Please note that date falls on a Saturday so the financial markets are likely to close early on 30 December.  Instructions in PDF form are available for the U.S.
      
      
   5. Reclassification and redistribution corrections:
      Reclassification and redistribution requests for calendar 2011 transactions must be received by Friday, 6 January 2012.

Thank you for communicating this with the clubs in your areas.
I will be asking PDG Phil Morris to put links on the District Website for this information.

December 8, 2011
from Charles Allen, District Rotary Foundation Chair

CLUB (GROUP) CONTRIBUTION PROCEDURE

NOTE:
USE THIS PROCEDURE IF YOUR CLUB COLLECTS INDIVIDUAL CONTRIBUTIONS AND SUBMITS THEM IN A SINGLE TRANSMISSION TO THE ROTARY FOUNDATION:

FOR THE INDIVIDUAL CONTRIBUTION PROCEDURE CLICK HERE.

1. Visit DaCdb
   
   
2. Click on "MY CLUB" tab.
   
   
3. Scroll to Section 3: Club Members and Positions.
   
   
4. Click on the yellow "CLUB REPORTS" button.
   
   
5. Select Report number 2.1: The Rotary FOUNDATION Transmittal.
   
   
6. Open the report for processing by clicking on the 'VIEW' icon at the top right of the screen, then follow the instructions on the form. (We encourage you to check the Contribution Designation = Annual Fund.)