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The Rotary Foundation

The Rotary Foundation. Building our Future Through Major Gifts. US Contributions to Charity in 2005. $ 260 Billion. Source: Giving USA. General Principles of Major Gifts. Involves matching donor’s interest with the needs of the organization

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The Rotary Foundation

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  1. The Rotary Foundation Building our Future Through Major Gifts

  2. US Contributions to Charity in 2005 $ 260 Billion Source: Giving USA

  3. General Principles of Major Gifts • Involves matching donor’s interest with the needs of the organization • Involves donating assets rather than discretionary income • Requires a relationship developed over an extended period of time

  4. Importance to Donors • Fulfills personal philanthropic goals • May provide other benefits such as • recognition • naming opportunities • tax deductions

  5. Importance to Rotary Foundation • Validate our mission • Inspire others to make such gifts • Achieve fundraising goals much more effectively than smaller gifts alone

  6. Typical Donor Pyramid Major Gifts60% of total money raised Special Gifts20% of total Annual Gifts20% of total

  7. Our Donor Profile 2006-07 Total Gifts: $136.1 Million

  8. Major Gifts by Fund 2006-07

  9. Major Gifts by Country 2006-07

  10. The Power of One Big Gift Paul and Jean Elder Total contributions from D-7300 since 1917: $12.4 million

  11. The Power of a Few Big Gifts District 3520, Taiwan Total contributions : $ 1,079,100 (1 July 2005 – 30 June 2006)

  12. Endowments of Others Service Organizations: University and College Endowments:

  13. Current Permanent Fund Values 575.9 219.6

  14. Securing Major Gifts: Four Steps • Identification • Cultivation • Solicitation • Stewardship

  15. Securing Major Gifts: Four Steps Step #1: Identification • Gifts of $25,000 or more to other charities • Sources for finding major gift prospects • What are some of the indicators the donor may have the financial capacity?

  16. Securing Major Gifts: Four Steps Step #2: Cultivation • Learning more about the prospect • Establishing gift objectives • Develop cultivation plan • Conversation, involvement, articles • Listen to what the prospect is telling you

  17. Securing Major Gifts: Four Steps Step #2: Cultivation: Recognizing a Naming Opportunity • $25,000 – Named Fund • $50,000 – Specific TRF program • $150,000 – Program tied to a district • $600,000 – Rotary World Peace Fellow

  18. Securing Major Gifts: Four Steps Step #3: Solicitation • Prepare for the Ask • How to ask • State a specific amount and specific purpose • Be an active listener • Prepare for different responses

  19. Securing Major Gifts: Four Steps Step #4: Stewardship • Appropriate recognition • Special thank you calls and letters • Continuous updates on Foundation • Build relationship with the donor

  20. Securing Major Gifts Discussion • How can we encourage major gifts? • What is your role in relation to other volunteers? • What does a successful district’s major gift activity look like? • Who are the 3-5 major gift prospects you will identify, cultivate and solicit in 2007-08?

  21. Securing Major Gifts Available Help • Volunteer Rotarians • District Permanent Fund Chairs and committees • District Governor • Major Gift Advisors • Annual Programs Fund Strategic Advisors • Regional Rotary Foundation Coordinators • Rotary Foundation Alumni Coordinators • Regional Permanent Fund Committees • Foundation Staff

  22. Major Gifts – Ways of Giving • Cash • Securities – Stocks and Bonds • Real Estate • Life Insurance • Bequests • Retirement Plans • Life Income Agreements (US only) • Donor Advised Fund (US only)

  23. Major Gifts Leadership

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