The Rotary Foundation Building our Future Through Major Gifts

US Contributions to Charity in 2005 $ 260 Billion Source: Giving USA

General Principles of Major Gifts Involves matching donor’s interest with the needs of the organization Involves donating assets rather than discretionary income Requires a relationship developed over an extended period of time

Importance to Donors Fulfills personal philanthropic goals May provide other benefits such as  recognition  naming opportunities  tax deductions

Importance to Rotary Foundation Validate our mission Inspire others to make such gifts Achieve fundraising goals much more effectively than smaller gifts alone

Typical Donor Pyramid Major Gifts 60% of total money raised Special Gifts 20% of total Annual Gifts 20% of total

Our Donor Profile Total Gifts: $136.1 Million

Major Gifts by Fund Gift toNumberAmount Permanent Fund225$ 8,900,000 Annual Programs Fund247$ 4,400,000 Matching Grants31$ 900,000 PolioPlus23$ 800,000 Other32$ 2,000,000 Total558$ 17,000,000

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

The Power of One Big Gift Total contributions from D-7300 since 1917: $12.4 million Paul and Jean Elder

The Power of a Few Big Gifts Total contributions : $ 1,079,100 (1 July 2005 – 30 June 2006) District 3520, Taiwan

Endowments of Others Lions Clubs International Foundation$ 1.6 million Kiwanis International Foundation$ 6 million Rotary Foundation Permanent Fund$ million Shriners Hospitals for Children$ 8.6 billion Harvard University$29.2 billion University of Oxford$ 1.2 billion Yale University$ 18 billion Service Organizations: University and College Endowments:

Current 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 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 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 –Major Gift Advisors –Annual Programs Fund Strategic Advisors –Regional Rotary Foundation Coordinators –Rotary Foundation Alumni Coordinators –Regional Permanent Fund Committees Foundation Staff Available Help

Major Gifts – Ways of Giving Cash Securities – Stocks and Bonds Real Estate Life Insurance Bequests Retirement Plans Life Income Agreements (US only) Donor Advised Fund (US only)

Major Gifts Leadership