The Rotary Foundation Building the Future Through Major Gifts

Our Donor Profile As of 30 June 2007 Total Gifts: $136.1 Million

Major Gifts by Country Gifts fromNumberAmount United States278$ 8,000,000 India65$ 2,500,000 Taiwan45$ 700,000 Korea40$ 900,000 Japan36$ 600,000 Other94$ 4,300,000 Total558$ 17,000,000

Major Gifts by Fund Gift toNumberAmount Permanent Fund225$ 8,900,000 Annual Programs Fund260$ 5,100,000 Matching Grants31$ 900,000 PolioPlus10$ 100,000 Other32$ 2,000,000 Total558$ 17,000,000

Permanent Fund Values

Securing Major Gifts: Four Steps Identification Cultivation Solicitation Stewardship

Securing Major Gifts: Four Steps 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? Step #1: Identification

Securing Major Gifts: Four Steps Learning more about the prospect Establishing gift objectives Develop cultivation plan Conversation, involvement, articles Listen to what the prospect is telling you Step #2: Cultivation

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

Securing Major Gifts: Four Steps Prepare for the Ask How to ask –State a specific amount and specific purpose –Be an active listener Prepare for different responses Step #3: Solicitation

Securing Major Gifts: Four Steps Appropriate recognition Special thank you calls and letters Continuous updates on Foundation Build relationship with the donor Step #4: Stewardship

Securing Major Gifts 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 ? Discussion

Securing Major Gifts 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 Available Help

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