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Securing Major Gifts: Building the Future through Strategic Approaches

Learn about securing major gifts with detailed steps such as identification, cultivation, solicitation, and stewardship. Discover ways to encourage major gifts and the role of volunteers in this process.

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Securing Major Gifts: Building the Future through Strategic Approaches

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  1. The Rotary Foundation Building the Future Through Major Gifts

  2. Our Donor Profile 2006-07 As of 30 June 2007 Total Gifts: $136.1 Million

  3. Major Gifts by Country 2006-07

  4. Major Gifts by Fund 2006-07

  5. Permanent Fund Values 600.1 372.1 228.0

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

  7. 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?

  8. 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

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

  10. 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

  11. 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

  12. 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?

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

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

  15. Major Gifts Leadership

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