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. 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

5. 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)

6. 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

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

8. 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:

9. 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

10. 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

11. 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

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

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!

14. 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

15. 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

16. 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

17. 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”

18. 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 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”

19. 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?

20. T H A N K Y O U