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THE ROTARY FOUNDATION of Rotary International

THE ROTARY FOUNDATION of Rotary International. 2011 Regional Rotary Foundation Coordinators ’ Institute. Fund-Raising for the Rotary Centers. PRID Paul A. Netzel Chair, RPC•MGI Committee, 2010-12 19 February 2011.

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THE ROTARY FOUNDATION of Rotary International

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  1. THE ROTARY FOUNDATIONof Rotary International 2011 Regional Rotary Foundation Coordinators’ Institute Fund-Raising for the Rotary Centers PRID Paul A. Netzel Chair, RPC•MGI Committee, 2010-12 19 February 2011

  2. 2011 REGIONAL ROTARYFOUNDATION COORDINATORS’ INSTITUTE As an RRFC you have the POWERof ONE !

  3. POWER of ONE= YOU have the Ability to … INFLUENCE the emphasis & strategies of District Leadership – DGs, DGEs, DRFCs – for TRF Programs & Fund-Raising

  4. 2011 REGIONAL ROTARYFOUNDATION COORDINATORS’ INSTITUTE Key Roleof RRFCs Includes Helping to … Promote • Inform • SupportTRF’s Programs&Fund-Raising Rotary Peace Centers RPC Major Gifts Initiative (Permanent Fund)

  5. TRF’s 4 Funding Priorities HIGH PROFILE LOW PROFILE Not in Competition Different Markets & Strategies Not in Competition Broadens Gift Options #1 Corporate Priority #1 Educational Priority

  6. A Gift to One Appeal OFTEN Leads to Gifts to Others

  7. 2011 REGIONAL ROTARYFOUNDATION COORDINATORS’ INSTITUTE RPC • Major Gifts Initiative Goal US$95,000,000 by 30 June 2015 REPORTED TO DATE: $52,327,842 + 1,687,000 $54,014,842 “in process” PROJECTED:

  8. 2011 REGIONAL ROTARYFOUNDATION COORDINATORS’ INSTITUTE RESULTS This Rotary Year REPORTED since 1 July 2010: $6,649,982 + 1,687,000 $8,336,982

  9. 2011 REGIONAL ROTARYFOUNDATION COORDINATORS’ INSTITUTE Types of Gifts Made • YTD $1,500,000 – Bequest 800,000 – Outright (in process) 700,000 – Bequest 675,000 – Bequest 500,000 – Bequest 470,000 – Life Income 381,085 – Life Income 350,000 – Bequest $ 300,000 – Bequest 285,000 – DDF (all gifts) 275,000 – Bequest 152,000 – Outright (in process) 125,000 – Life Income 125,000 – Life Income 121,685 – Outright 100,374 – Life Income 100,000 – Life insurance

  10. Why Focus on Bequests +Major Gifts GIFT VALUE 60-65% $$$ from Deferred Gifts + Bequests $1,000M $500K $100K $ 50K $ 25K $10K 40%+ gifts from Bequests + Life Income Agreements # of Gifts $$ Reported

  11. Who are Your BEST PROSPECTS Current TRF Major Donors Multiple Paul Harris + PH Society Current Bequest Society YOU &Your Team District + Club Leadership

  12. TRF Pyramid of Giving # of Gifts $$$ Produced Gift Value $1,000M $500K $250K $100K $ 50K $ 25K $10K $ 1K The LARGER the SIZE GIFT Requested – the more likely the Donor will WANT to specify it’s use &/or have a Named Gift Opportunity!

  13. 2011 REGIONAL ROTARYFOUNDATION COORDINATORS’ INSTITUTE RRFC’s Opportunities • PLAN Regional TRF Seminar • ASSIST DGs + DRFCs with District / Multi-Dist Seminars • TRAIN District leadership • CONDUCT (when invited) sessions at Institutes + GETS • SUPPORT DGEs in setting District TRF Goals

  14. Develop a PLAN + District Infrastructure 1. To Raise Awareness of RPCs • Urge DGEs & DRFCs to appoint Dist. RPC Chair + Cmte ~ RPC programs + Speakers Bureau ~ Promote RPC Fellow Applicants 2. To Identify, Cultivate & Solicit Prospects • DRFC – Major Gifts + Permanent Fund Chair ~ Add RPC to “the story” when discussing Gift Options ~ Use TRF “tools” to assist

  15. Tips for Success • Learn the Basics about the RPC Program • Leadby example – it WILL create a ripple effect • Involve the prospect’s spouse, when appropriate • Remember: the identification, cultivation and solicitation processes are the same for the RPC-MGI as they are for otherMajor Donors, Bequest Society (Permanent Fund) & AKS prospects

  16. Tools + Ideas that Lead to Success RESOURCES Utilized in Successful Cultivation & Solicitations: • RPC Video • Named Gift Opportunities + simple RPC commitment form • Rotary Peace Fellows & Alumni, TRF Staff • RRFCs, RPC+ MGI Cmte Members [+1 will help on $1M+ asks] • TRF Trustees, RI Directors: past, present and incoming YOU don’t need to be the one to “Ask” to be Helpful: • Be the “door opener” – invite a guest to an event • Tell your story why you support TRF or RPC program • Say “thank you”

  17. One of the Most Productive Activities •What: Series of “small, hosted dinners” (lunch) •Purpose: to cultivate + set stage for “the ask” •Who: 8-12 qualified prospects + 3-4 DRF Cmte •Program: 1-1/2 to 2 hrs: meal & speaker/video – RPC Fellow or Alumni, RPC Donor, TRF trustee, RPC or MGI Committee member, RI staff, etc. Alternative Concept: “Million Dollar Dinner”

  18. 2011 REGIONAL ROTARYFOUNDATION COORDINATORS’ INSTITUTE How Can Members of the RPC•MGI Committee be of Help To YOU and Your Team?

  19. T H A N K Y O U

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