The Rotary Foundation Building the Future Through Major

The Rotary Foundation Building the Future Through Major

The Rotary Foundation Building the Future Through Major Gifts Our Donor Profile 2006-07 As of 30 June 2007 Total Gifts: $136.1 Million $17.1 13% $119 87%

Major Gifts Other Gifts Major Gifts by Country 2006-07 Gifts from Number Amount United States 278 $ 8,000,000 India 65 Taiwan

45 $ 700,000 Korea 40 $ 900,000 Japan 36 $ 600,000 Other

94 $ 4,300,000 Total 558 $ 17,000,000 $ 2,500,000 Major Gifts by Fund 2006-07 Gift to Number Amount Permanent Fund

225 $ 8,900,000 Annual Programs Fund 260 $ 5,100,000 Matching Grants 31 $ 900,000 PolioPlus 10 $ 100,000 Other

32 $ 2,000,000 Total 558 $ 17,000,000 Permanent Fund Values 700 600.1 500 400 372.1 300 200

228.0 100 Expectancies 0 19 97 19 98 98 19 99 99 20 00 00 20 01 01 20 02 02 20 03 03 20 04 04

20 05 05 20 06 06 -0 7 US$ millions 600 Rotary Year Permanent Fund Market Value Securing Major Gifts: Four Steps Identification Cultivation Solicitation

Stewardship Securing Major Gifts: Four Steps Step #1: Identification : Gifts of $25,000 or more to other charities 2 5 Sources for finding major gift prospects What are some of the indicators the donor may have the financial capacity? ? 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 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 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

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 Securing Major Gifts Discussion How can we encourage major gifts?

What is your role in relation to other volunteers? ? What does a successful districts major gift activity look like? ? Who are the 3-5 major gift prospects you will identify, cultivate and solicit in 2007-08? 2008-09 ? 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 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) Major Gifts Leadership

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