1. 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,
19 February 2011

2. 2011 REGIONAL ROTARY FOUNDATION COORDINATORS’ INSTITUTE
As an RRFC you have
The POWER of ONE !

4. 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

5. 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

6. A Gift to One Appeal OFTEN Leads to Gifts to Others

7. … 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

8. 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

9. 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:

10. 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

11. 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

12. 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

13. 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

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

15. 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

16. 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

17. 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

18. Tools that Lead to Success
The single most productive activity leading to RPC•MGI success has been a series of “small, hosted dinners” involving 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

19. 2011 REGIONAL ROTARY FOUNDATION COORDINATORS’ INSTITUTE
How Can We
Be of Help To
YOU
and Your Team?

20. T H A N K Y O U