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 !

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

Key Role of RRFCs Includes Helping to 2011 REGIONAL ROTARY FOUNDATION COORDINATORS’ INSTITUTE Key Role of RRFCs Includes Helping to … Promote • Inform • Support TRF’s Programs & Fund-Raising Rotary Peace Centers RPC Major Gifts Initiative (Permanent Fund)

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

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% $$$ from Deferred Gifts + Bequests $1,000M $500K $100K $ 50K $ 25K $10K 40%+ gifts from Bequests + Life Income Agreements # of Gifts $$ Reported

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

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!

2011 REGIONAL ROTARY FOUNDATION 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

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

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 are the same for the RPC-MGI as they are for other Major Donors, Bequest Society (Permanent Fund) & AKS prospects

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”

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”

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

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