Fund-Raising for the Rotary Centers 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

2011 REGIONAL ROTARY FOUNDATION COORDINATORS’ INSTITUTE As an RRFC you have The POWER of ONE !

2011 REGIONAL ROTARY FOUNDATION COORDINATORS’ INSTITUTE The POWER of ONE …To INFLUENCE the emphasis & strategies of District Leadership – DGs, DGEs, DRFCs – for TRF Programs & Fund-raising

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

A Gift to One Appeal OFTEN Leads to Gifts to Others

… to Promote – Inform – Support TRF Programs & Fundraising 2011 REGIONAL ROTARY FOUNDATION COORDINATORS’ INSTITUTE You have the Ability … … to Promote – Inform – Support TRF Programs & Fundraising Rotary Peace Centers RPC Major Gifts Initiative

2011 REGIONAL ROTARY FOUNDATION COORDINATORS’ INSTITUTE RRFC Opportunities • PLAN Regional TRF Seminars • ASSIST DGs + DRFCs with District / Multi-Dist Seminars • TRAIN Dist leadership on: Programs & Fund-raising • CONDUCT, when invited, sessions at Institutes + GETS • SUPPORT DGEs in setting District TRF Goals

RPC • Major Gifts Initiative Goal 2011 REGIONAL ROTARY FOUNDATION 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:

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

Types of Gifts Made • YTD 2011 REGIONAL ROTARY FOUNDATION 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 121,685 – Outright 100,374 – Life Income 100,000 – Life insurance

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

TRF Pyramid of Giving # of Gifts $$$ Produced Gift Value $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! Under$1K

Who are Your BEST PROSPECTS 2011 REGIONAL ROTARY FOUNDATION COORDINATORS’ INSTITUTE Who are Your BEST PROSPECTS

2011 REGIONAL ROTARY FOUNDATION COORDINATORS’ INSTITUTE YOU + your team CURRENT TRF MAJOR DONORS CURRENT BEQUEST SOCIETY District + Club Leadership Multiple Paul Harris + PHSociety Who are Your BEST PROSPECTS

Develop a PLAN + District Infrastructure Keys to Raising Awareness of RPCs • Identifying & Cultivating Prospects • Develop a PLAN + District Infrastructure • Encourage DGEs & DRFCs to appoint a RPC Team • Seek District Rotary Fdn Chair buy-in • Urge appointment of District RPC Chair • DRFC – Permanent Fund + Major Gifts Chair • RPC Speakers – RPC Fellows, Alumni, RPC Donors, Trustees-RIDs, RPC MGI Cmte, others

Tips for Success • Learn the Basics about the RPC Program • Lead by example – it WILL create a ripple effect • Involve the prospect’s spouse, when appropriate • Remember: the identification, cultivation and solicitation processes for RPC MGI are basically the same as for other Major Donors, Bequest Society (Permanent Fund) & Arch Klumph Society prospects

Tools that Lead to Success The single most productive activity leading to RPC•MGI success has been a series of “small, hosted dinners” involving 12-18 prospects and Rotary RESOURCES Utilized in Successful Cultivation & Solicitations: • RPC Video • Named Gift Opportunities + simplified RPC commitment form • RPC + MGI Committee Members + for $1-million asks …. • TRF Trustees, RI Directors: past, present and incoming • TRF Staff

2011 REGIONAL ROTARY FOUNDATION COORDINATORS’ INSTITUTE How Can We Be of Help To YOU and Your Team?

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