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Major Gifts The Rotary Foundation

Major Gifts The Rotary Foundation. Overview & Objectives. Understand TRF major giving in the context of all Foundation priorities Develop strategies to solicit and otherwise encourage major gifts Understand major giving during the Future Vision pilot

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Major Gifts The Rotary Foundation

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  1. Major Gifts The Rotary Foundation
  2. Overview & Objectives Understand TRF major giving in the context of all Foundation priorities Develop strategies to solicit and otherwise encourage major gifts Understand major giving during the Future Vision pilot Discuss best practices for managing district activity and utilizing members of the Zone Team
  3. Fundraising Priorities
  4. Routine annual gifts Use TRF Direct for automatic contributions Contributions eligible for the SHARE system where then DDF is returned to the credited district APF = a lot of people giving frequent, small contributions every year Annual Programs Fund General Prospect Characteristics Rotarians All ages Corporations
  5. Annual ProgramsFund Goal US$95.5 Million by 30 June 2011 As of 31 December 2010 US$42,906,305 has been raised
  6. In depth cultivation process Estate planning Planned gifts PF = large, solicited gift from Rotarians with whom we have an established relationship. May be gift of a lifetime Permanent Fund General Prospect Characteristics Rotarians Middle Aged to Older (50 – 80+) Corporations
  7. Permanent Fund Goal $1 Billion by 2025 As of 31 December 2010 US$661M has been raised (Assets + Expectancies)
  8. Any size gift from any individual or corporation to reach the specific Challenge goal. Rotary’s $200 Million Challenge General Prospect Characteristics Community & General public Corporations Polio Survivors Families of Polio victims Rotarians
  9. Rotary’s $200 Million Challenge Goal $200 Million by 30 June 2012 US$160M has been raised
  10. Major gifts and endowments May use planned giving opportunities to structure gift through pledges, life income gifts or bequests Rotary Peace Centers General Prospect Characteristics Rotarians Middle Aged to Older (50 – 70+) Strong interest in peace and conflict resolution Large, solicited gift from Rotarians with whom we have an established relationship and who are committed to peace.May be gift of a lifetime.
  11. Rotary Peace Centers $95 million by 2015 As of 31 December 2010 US$51,778M has been raised
  12. TRF Contribution Analysis 2009-10 Year Ended 30 June 2010 Total - $158,367,000* $134.9 – 85% $23.5 - 15% **In US $ millions Excludes Gates Foundation Gift
  13. Major Gift by Country 2009-10 **In US $ millions Excludes Gates Foundation Gift
  14. Major Gifts by Fund 2009-10 *In US $ millions **Includes donors who made a major gift but asked that it be used for multiple purposes
  15. Major Gifts – Ways of Giving Cash Pledges Securities – Stocks and Bonds Real Estate Life Insurance Bequests Tangible personal property
  16. Program Funding by Gift Type
  17. RRFCs – The Secret Ingredient RRFC sets tone for Zone Leadership extends to personal gifts/commitments Expectations and accountability
  18. Securing Major Gifts: Four Steps Identification Cultivation Solicitation Stewardship
  19. Securing Major Gifts: Four Steps Step 1: Identification Significant gifts to other charities Sources for finding prospects Indications of financial capacity Other ways?
  20. Securing Major Gifts: Four Steps Step 2: Cultivation Learn about the prospect involvement, articles Listen to the prospect Develop cultivation plan Establish gift objectives
  21. Securing Major Gifts: Four Steps Step 3: Solicitation Prepare for the ask Know the background and interest of the potential donor How to ask State specific amount and purpose Be an active listener Overcoming objections Discussion – Shared solicitation stories
  22. Existing Opportunities the basic designations for Major Gifts Permanent Fund – World Fund Permanent Fund – SHARE Annual Programs Fund – SHARE PolioPlus Rotary Peace Centers
  23. New and Updated Naming Opportunities for term and endowed gifts Endowed Global Grants Six Areas of Focus Rotary Peace Centers, Endowed & Term Peace Fellows Visiting Lecturer Certificate Program Fellow Annual Seminar Applied Field Experience General Support
  24. Rotary Peace Centers Naming OpportunitiesEndowed Funds Rotary Peace Fellows $1,500,000 $750,000 $500,000 RPC General Support $50,000
  25. Gift Agreements Each gift of $25,000 or more will have a customized Gift Agreement that is prepared in coordination with the appropriate North American Gifts Officer or International Fundraising Director and staff.
  26. Securing Major Gifts: Four Steps Step 4: Stewardship Continuing cultivation Appropriate recognition Special thank you calls and letters Continuous updates on Foundation How do you keep building relationships with donors?
  27. Securing Major Gifts - Discussion How can we encourage gifts? RRFCs and volunteer teams Major gift activity of a successful district Pick 3 – 5 major gift prospects
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